Veronica Rodriguez is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. She holds a Series 65 credential and joined the firm in 2025. Prior to entering the financial industry, her work experience includes positions in law and publishing. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual households, retirement plans, and institutional clients. The firm employs an active management approach with individualized portfolio models, combining fundamental and technical analysis alongside long- and short-term strategies.

Kathleen Barron Alicante is a CFP® with eight years of industry experience, currently serving as an advisor at Abacus Wealth Partners since 2017. Prior to joining the firm, she worked at the University of Tulsa for five years. Outside of her advisory role, she owns Kate Barron LLC, which provides consulting and coaching to social justice organizations, foundations, and individuals. Abacus Wealth Partners offers financial planning, consulting, and investment management services to a diverse client base including individuals, families, and institutional entities. The firm employs an asset-class investing approach grounded in academic research and integrates ESG screening and private pooled investments into client portfolios.

Xiaoxiao Bi is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and National Planning Corporation. Bi is also the managing member and CPA at Wheeler and BI LLP and serves as secretary for Safetool Corporation, a product development and sales business. Additionally, she refers clients to GK Tax and Accounting and acts as a liaison between clients and CPAs. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations. The firm provides wealth management, financial planning, pension consulting, and ancillary services such as tax preparation and estate planning, employing an active management approach with both discretionary and non-discretionary portfolio strategies.

Rafael Mendez is a financial advisor with RBC Securities, Inc. in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with City National Bank since 2016. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans, utilizing a wrap-fee investment advisory program with portfolio management delegated to an affiliated sub-advisor. The firm is notable for its integration within a broad financial services group connected to banking, trust, and municipal advisory activities.

Trevor Randall is a CFP® professional with 12 years of industry experience, currently serving at Consolidated Portfolio Review Corp. He is also President and CEO of Randall Wealth Management Group, where he leads investment and insurance services. His prior experience includes roles at Vanderbilt Securities, LLC and PlanMember Securities Corporation. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, providing tailored portfolios and access to proprietary and third-party investment models.

Ashley Guapo is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. She holds a Series 65 designation and has been in the industry since 2025. Prior to joining Gerber Kawasaki, she worked briefly at Cetera Advisor Networks and has experience in other roles including at Avasant and Alo Yoga. Gerber Kawasaki serves a broad range of clients, including both non-high-net-worth and high-net-worth individuals, as well as institutional and municipal entities. The firm employs tailored investment strategies and offers services such as wealth management, financial planning, pension consulting, and access to alternative investments, alongside managing an actively managed growth-focused ETF.

John Padilla is a financial advisor with Sowell Management in Santa Monica, CA, holding Series 63 and Series 65 designations and with 29 years of industry experience. He has worked at Sowell Management since 2016, following prior roles at CONCERT Wealth Management, Inc. and Platinum Wealth Partners. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers model portfolios, third-party manager selection, and unified managed account solutions.

Dayla Cabeza De Vaca is a CFP® with 20 years of industry experience, currently serving as a Regional Sales Representative at MissionSquare Retirement. Prior to this role, she worked at T. Rowe Price and ICMA Retirement Corporation. MissionSquare Retirement assists state and local government employers and certain nonprofits in managing deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, and advisory services that include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Frank Parlato is a financial advisor at Calton & Associates, Inc. in Cypress, CA, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Calton & Associates since 2014. Outside of his advisory role, he serves as a director for the Breslauer - Soref Foundation, a charitable family foundation focused on identifying nonprofit organizations for support. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm combines fee-based advisory services with commissionable brokerage and insurance products, tailoring investment recommendations to client goals and utilizing multiple program structures and analytic approaches.

Francine Lai is a CFP®-certified financial advisor with 16 years of industry experience, currently with Gerber Kawasaki Wealth & Investment Management. She previously worked at LPL Financial LLC for nine years. In addition to her advisory role, she serves as a liaison between clients and CPAs at GK Tax and Accounting, providing financial planning advice and client referrals. Gerber Kawasaki serves a diverse client base including individual households across wealth levels and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies with active management techniques and also acts as sub-adviser to an actively managed growth stock ETF.

John Moody Sr. is a CFP® and ChFC® with 41 years of industry experience, currently affiliated with ON Investment Management CO. He has worked at The O. N. Equity Sales Company since 2013, Ohio National Financial Services since 2007, and Mass Mutual Life Insurance since 2005. Outside of investment advisory, he is involved in life and health insurance sales and provides consulting on historical research related to life insurance policies. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary manager programs and third-party investment platforms.

Alina Santiago is a financial advisor at Continuum Advisory, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Osaic Wealth, Inc., Triad Advisors, and Transamerica Financial Advisors, Inc. In addition to her advisory role, she oversees compliance and operations as Chief Compliance Officer at Continuum Advisory. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a network of independent advisors and manages over $1.4 billion in assets.

Anthony Skvarka is a CFP® with 22 years of industry experience, currently with Halbert Hargrove in Long Beach, CA. He has been with the firm since 2004, totaling 18 years in his current role. Halbert Hargrove Global Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, managing approximately $4.2 billion. The firm offers discretionary, fee-only investment management alongside financial planning, consulting, and retirement plan services through a multi-advisor platform.

Mark Udis is a financial advisor at Certuity, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Certuity since 2005. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles, offering investment advisory, family office, financial planning, and investment consulting services. The firm’s investment approach focuses on asset allocation, diversification, and a long-term buy-and-hold strategy, combining fundamental and quantitative analysis, and includes access to private markets through its private fund structures.

Angela Reilly is a financial advisor with Thrivent Advisor Network, LLC in Long Beach, CA, holding a Series 66 designation and six years of industry experience. Her work history includes multiple roles at Thrivent Financial and Thrivent Investment Management Inc. She also has experience outside financial services, including positions at Hobby Lobby Stores, Inc. and involvement with Bible Study Fellowship. Thrivent Advisor Network, LLC provides discretionary and non-discretionary advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using low-cost mutual funds and ETFs, while also offering access to independent managers and model portfolios.

Craig Cross is a Series 63 licensed advisor with Halbert Hargrove in Long Beach, CA, where he has worked since 1998, totaling 37 years of industry experience. His role includes providing investment counseling and wealth management services. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management supported by a multi-advisor platform and employs a research-driven Investment Committee to construct diversified portfolios across various asset classes.

Jay Champlain is a financial advisor with Golden State Wealth Management, LLC in Santa Monica, CA, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. He has previously worked at Ameriprise from 1997 to 2016 and has been with Golden State Wealth Management and LPL Financial since 2016. Champlain also serves as a board member for Harbor Med Tech, Inc., a for-profit company. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, financial planning, retirement consulting, and access to third-party managers. The firm focuses primarily on discretionary portfolio management utilizing various analytic approaches and offers tailored investment solutions along with standalone planning or consulting engagements.

Kaytlin Hall is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 14 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for nine years. In addition to her advisory role, she serves as a liaison between clients and CPAs at GK Tax and Accounting, an accounting services firm affiliated with her primary employer. Gerber Kawasaki serves a diverse client base, including both individual and institutional investors, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies with active monitoring and manages an actively managed ETF focused on growth stocks.

Zachary Bainter is a CFP®-certified financial advisor with 16 years of industry experience, currently with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. He previously worked at LPL Financial LLC from 2012 to 2020. In addition to his advisory role, Mr. Bainter is a part-owner of Gerber Kawasaki Insurance Services and serves on the Board of Directors of Fund GP, a private equity fund. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies and active management techniques, and also acts as sub-adviser to the AdvisorShares Gerber Kawasaki ETF.

Stephen Bedikian is a financial advisor at Halbert Hargrove with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities. He also serves on the investment committee for St. James Episcopal Church’s endowment. Halbert Hargrove Global Advisors provides discretionary, fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm manages approximately $4.2 billion through a multi-advisor platform that emphasizes diversified portfolios and independent manager selection.