Lara Lamb is a CFP® with 19 years of experience in financial advising. She has been with Abacus Wealth Partners since 2013 and previously worked at Lamb Financial Planning, LLC and Gainsborough Financial Consultants, Inc. Abacus Wealth Partners serves individuals, high-net-worth clients, families, and various organizations with financial planning, consulting, and investment management. The firm employs an asset-class investing approach grounded in academic research, utilizing primarily no-load mutual funds, ETFs, and passive institutional funds, and incorporates ESG screening and private investments into client portfolios where appropriate.

Philippe Oertle is a CFA® charterholder with 19 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Catalina Capital Group, First Foundation Advisors, and Citigroup Global Markets. CW Advisors, LLC is a multi-team advisory firm that offers investment management, wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, and institutional entities. The firm employs a Core-and-Satellite investment approach using active, passive, quantitative, and ESG strategies, and is part of the larger Osaic corporate group with access to related trust, lending, and alternative-investment services.

Susan Olson is a CFP® and holds a Series 65 license with 12 years of industry experience, all at Abacus Wealth Partners in Santa Monica, CA. She has been with Abacus Wealth Partners since 2014. Olson is involved as a partner in Impact Assets, a donor-advised fund advisor. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, and institutional clients. The firm follows an asset-class investing approach grounded in academic research, utilizing primarily no-load mutual funds, ETFs, and passive institutional funds, while incorporating ESG screening and private pooled investments for qualified clients.

Joel Lenzini is a financial advisor with Retirement Planners of America in El Segundo, CA. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 10 years with MMWKM Advisors, LLC. In addition to his advisory role, he is an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning services primarily to individuals, high-net-worth clients, and retirement plan participants. The firm employs an “Invest and Protect” approach focused on capital preservation, tactical rebalancing, and uses model portfolios composed mainly of ETFs and mutual funds.

Micheal Ono is a financial advisor with NWF Advisory Services Inc in La Mirada, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at LPL Financial, LLC from 2006 to 2023 and currently serves on the board of South Hills Country Club, a tax-exempt nonprofit social and recreational organization. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of services including retirement plan consulting and trust and estate services. The firm employs an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios with asset allocation tools, emphasizing strategic long-term investing alongside tactical strategies.

Eric Cardenas is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Wells Fargo Clearing, UBS Financial Services, and Citigroup Global Markets. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm offers tailored investment advice through an open-architecture platform and integrates affiliated financial entities to support insurance-linked account management.

Job Eagleson is a financial advisor with Golden State Wealth Management, LLC in Santa Monica, CA. He holds the Series 66 designation and has 27 years of industry experience, including prior roles at LPL Financial and Ameriprise. Outside of his advisory work, he is involved with The Artful Editor, a family business based in Santa Monica. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, financial planning, and retirement consulting. The firm emphasizes discretionary portfolio management and uses a range of analytic approaches and third-party managers to construct tailored investment portfolios.

Angelica Roxas is a financial advisor at Brookwood Investment Group with 13 years of industry experience. She holds the Series 63 and Series 66 designations. Roxas previously worked at Secure Investment Management, Optivise Advisory Services, Kuhn Capital Partners, and FOUNDATIONS INVESTMENT ADVISORS. She is also the owner of Strategic Asset Preservation, Inc., where she is involved in insurance and annuity sales. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, providing portfolio management and financial planning services. The firm customizes portfolios using a combination of passive, active, tactical, and blended strategies and maintains a network of proprietary partner offices along with several affiliated businesses.

Nigel Pierce is a CFP®-certified financial advisor with three years of industry experience. He is currently with NWF Advisory Services Inc and has previously worked at OSAIC, Perigon Wealth Management, LLC, and Tellone Management Group Inc. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisors. The firm primarily serves individual and high-net-worth clients using an open-architecture, technology-driven platform for portfolio management, financial planning, and retirement plan consulting.

Jeremy Brown is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and over 20 years of industry experience. He has worked at Raymond James Financial Services, Edward Jones, and has been with Vanderbilt since 2019. Outside of his advisory role, Brown serves on multiple nonprofit boards, including the Carson Gardena Dominguez Rotary Club and the Gardena Carson Family YMCA, and is a part-time instructor and coach at a local kickboxing gym. Vanderbilt Advisory Services serves a broad range of clients, including individuals, charitable organizations, businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, combining fundamental and technical analysis with strategic asset allocation, and distinguishes itself through formal integration with retirement-plan and benefits firms alongside its advisory services.

Allen Hsu is a Series 66 licensed advisor with The AmeriFlex Group and has two years of industry experience. He has worked at Mancuso Wealth Management and Cambridge Investment Research, Inc., and has a background that includes over a decade in disability services. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Brogan Mooney is a financial advisor at Gerber Kawasaki Wealth & Investment Management with four years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Fidelity Investments, 49 Wealth Management, and Purshe Kaplan Sterling Investments. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm employs an active management approach with tailored portfolio models, combining fundamental and technical analysis, and offers a range of wealth management and financial planning services.

Thane McCready is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Perennial Financial Services since 2017. He has also been affiliated with LPL Financial since 2005. Outside of his advisory roles, he operates Perennial Legacy Insurance Solutions, focusing on non-variable insurance. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolios across various securities while combining ERISA retirement plan consulting with licensed insurance activities.

Steven Evensen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management. His prior roles include positions at Northwestern Mutual Investment Services, Edward Moyzes, Charles Schwab, and Vanguard. He is also a licensed notary. Gerber Kawasaki Wealth & Investment Management advises a diverse client base that includes individual households, retirement plans, trusts, corporations, and institutional clients. The firm employs an active management approach with both discretionary and non-discretionary portfolio services, incorporating fundamental and technical analysis and maintaining a dedicated program for smaller investors.

Jennifer Caravello is a financial advisor with Halbert Hargrove in Bellevue, WA, holding a Series 65 designation and with 10 years of industry experience. She has been with Halbert Hargrove since 2015. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and institutions by providing discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm uses a formal Investment Committee with a documented analytical framework and combines qualitative due diligence with quantitative testing to manage allocations across various asset types.

Rose Brink Capriola is a CFP® with five years of industry experience, currently advising at Abacus Wealth Partners in Santa Monica, CA. Her background includes roles in agriculture and winery operations as well as periods as a full-time student at Golden Gate University. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base including individuals, families, and institutions. The firm employs an asset-class investing approach grounded in academic research, utilizing no-load mutual funds, ETFs, and passive institutional funds, and incorporates ESG screening and private pooled investments for qualified clients.

Robert Lewis is a CFP® with five years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management since 2021. Prior to this, he has been employed at the Jet Propulsion Laboratory since 2016. He is involved with GK Tax and Accounting, providing accounting services and acting 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 offers wealth management and financial planning services through an active management approach that incorporates fundamental and technical analysis, systematic rebalancing, and tax-loss harvesting.

Amber Wynn is a financial advisor at Savvy with one year of industry experience. She is also the owner and CEO of Amber Wynn, Philanthrepreneur Nonprofit Management Services, where she provides nonprofit consulting focused on strategic development and training. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models, supported by proprietary technology and third-party platforms.

Tisha Neal is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Since 2014, she has worked at ICMA Retirement Corporation. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and discretionary and nondiscretionary advisory services through its Guided Pathways program, which relies on investment models developed by Morningstar Investment Management.

Ryan Gomez is a CFP® and holds a Series 66 license, currently advising at Gerber Kawasaki Wealth & Investment Management with five years of industry experience. His prior roles include positions at OSAIC and UBS Wealth Management, among others. Outside of finance, he has experience working in the food service industry. 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 with ongoing monitoring and supports a large client load through standardized programs and digital tools.