Maddox De Nunzio is a financial advisor at Perennial Financial Services with a Series 66 designation and experience beginning in 2024. His prior roles include positions at LPL Financial and Asset Preservation Strategies, as well as teaching at Cal Poly San Luis Obispo. He also provides administrative support to Perennial Investment Advisors, LLC, an independent investment advisor firm. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolio allocations and retirement plan solutions.

Vito Roberto is a financial advisor at Mutual of Omaha Investor Services, Inc. with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Mass Mutual and Securities America. In addition to his advisory role, he is an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives using approved products and model portfolios.

John Rasic is a financial advisor with SEIA in Los Angeles, CA, holding a Series 66 designation and nine years of industry experience. He has previously worked at SES LLC, Royal Alliance Associates, Inc., and Signator Investors Inc. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, and consulting services. The firm combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary managed-account programs supported by an in-house research group and an Investment Committee.

Dalia Dardoon is a financial advisor at SteelPeak Wealth, LLC with a Series 65 credential and one year of industry experience. She previously worked at Morton Wealth and Strategic Valuation Group, among other roles. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, using proprietary model portfolios and conducting due diligence on private funds for eligible clients.

Ryan Saidi is a financial advisor at SteelPeak Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with SteelPeak Wealth Management since 2016. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, and access to alternative strategies through proprietary and custom model portfolios, as well as private placement investment consulting.

Fernando Sanchez is a CFP® professional with three years of industry experience. He has worked at Aspiriant, LLC since 2019 and previously spent four years at Wealth Management Lab. Sanchez is based in Los Angeles, CA. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside wealth planning, family office services, and specialty consulting, utilizing a customized investment approach supported by internal research and diverse implementation options.

Brandon Mc Auslen is a financial advisor at SteelPeak Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining SteelPeak Wealth, he worked at Coldstream Wealth Management and Freestone Capital. His background also includes roles outside the financial industry, such as positions in the food service sector and at Seattle University. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, and family offices. The firm provides financial planning, portfolio management, alternative investment consulting, and uses proprietary model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

David Levine is a financial advisor at Capital Analysts with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Investment and GLP Investment Services. Outside his advisory role, he supports his son in launching and managing a small apparel eCommerce business. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs, leveraging an in-house investment management team and proprietary fund screening processes.

Sepehr Hosseini is a financial advisor at Foundations Investment Advisors LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Madison Avenue Securities, LLC and Woodbury Financial Services, Inc. Outside of advisory work, he is president of HOSS Retirement and Insurance Services and Hoss Financial, and he is an inventor with a patented fire protection idea. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 30,000 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

Liselotte Richards is a financial advisor with SEIA in Los Angeles, holding a Series 66 designation and 10 years of industry experience. She has worked at SEIA since 2014, including roles at Ses LLC and Royal Alliance Associates, Inc. Richards also serves as an operations and compliance specialist at SEIA. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of 132 advisors managing approximately $22.5 billion in assets. The firm employs a client-driven investment process supported by research and offers a range of managed account programs and financial planning services.

Linda Yang is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Citizens Private Wealth. Her prior experience includes roles at JPMorgan Wealth Management and First Republic Investment Management. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer alongside tax, estate, and business consulting services.

Christopher Nowakowski is a financial advisor at Perennial Financial Services with 23 years of industry experience. He holds a Series 66 designation and has been with Perennial Financial Services since 2009, including his role at Perennial Investment Advisors LLC since 2017. Outside of advisory work, he is the founder and producer of Perennial Legacy Insurance Solutions, focusing on non-variable insurance products. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers fiduciary portfolio management tailored to client goals and risk tolerances, utilizing multiple platform relationships and combining ERISA retirement plan consulting with licensed insurance activities.

Benedict Mc Grath is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. He holds the Series 66 designation and has been in the industry since 2024. Prior to entering financial advisory, he worked in the hospitality sector at Truxton's American Bistro. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and public entities. The firm offers wealth management, financial planning, pension consulting, and ancillary services with an active investment approach that incorporates fundamental and technical analysis, tax-loss harvesting, and systematic rebalancing.

Steven Katz is a financial advisor with Gibbs Wealth Management, LLC in Agoura Hills, CA, holding a Series 65 designation and six years of industry experience. He has worked with the Evergreen Team Wealth Management and Evergreen Team Insurance Marketing since 2015. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists to implement model portfolios. The firm focuses on assessing clients’ financial situations, goals, and risk tolerance to select and monitor third-party model portfolios rather than managing individual securities.

Rogelio Lopez is a Series 65-credentialed advisor at SteelPeak Wealth, LLC with seven years of industry experience. His prior work includes roles at Bank of America and Uber. Outside of his advisory work, he has served as a part-time driver for Lyft, Inc. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, and family offices. The firm offers financial planning, discretionary portfolio management, and alternative investment consulting, implementing strategies through proprietary and custom model portfolios overseen by an internal Institute of Portfolio Management & Economic Strategy.

Samuel Attianese is a financial advisor at Westmount Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Draper Dragon and Shop Meta prior to joining Westmount Partners. His background also includes roles outside finance, such as with Ultimate Fighting Championship and Lululemon Athletica, Inc. Westmount Partners provides discretionary portfolio management and financial planning to a diverse client base including high-net-worth individuals, pension plans, non-profits, and corporations. The firm manages approximately $5.2 billion and employs a portfolio construction approach focused on no-load mutual funds, pooled vehicles, and private investments for qualified investors.

Mia Samson is a financial advisor at Gerber Kawasaki Wealth & Investment Management with four years of industry experience. She holds a Series 65 designation and has worked at Gerber Kawasaki since 2019. Prior to joining the firm, she was affiliated with Loyola Marymount University. Gerber Kawasaki serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm offers wealth management, financial planning, and pension consulting services through an active management approach that incorporates fundamental and technical analysis, systematic rebalancing, and tax-loss harvesting.

Roger Wall Jr. is a financial advisor with Genter Capital Management in Los Angeles, CA, holding Series 65 and Series 63 credentials and seven years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and IMST Distributors, LLC. Genter Capital Management provides discretionary investment supervisory services to a diverse client base, including individual and institutional investors. The firm employs a multi-team approach combining fundamental and quantitative analysis across equity and fixed-income portfolios, and it serves as adviser to the Genter Capital Dividend Income Fund and as sub-advisor to several ETFs.

Kimberly Nelson is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Coastal Bridge Advisors since 2019. She previously worked at Llbh Private Wealth Management for three years. In addition to her advisory role, she contributes articles on money and divorce to Forbes. Coastal Bridge Advisors offers financial planning and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans, employing a goal-based, fundamental analysis approach to construct diversified portfolios across various asset classes.

Michelle Nguyen is a CFP® with 11 years of industry experience, currently serving as a financial advisor at First Foundation Advisors since 2015. She holds the Series 63 designation and is based in Los Angeles, CA. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and is affiliated with its bank holding company FirstSun, integrating banking and financial product referrals with its advisory services.