Efrain Borenstein is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and 36 years of industry experience. He has been with Hilltop Securities since 2008. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of managed account programs and investment solutions through an open-architecture platform, with capabilities including municipal bond strategies, tax- and impact-overlay services, and custody services uncommon among enterprise advisers.

Ilya Solovey is a financial advisor at SEIA with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Royal Alliance Associates and Charles Schwab. In addition to his advisory role, he serves as a client service manager supporting operational functions within SEIA. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering a range of investment management and financial planning services. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, delivering both discretionary and non-discretionary managed-account programs.

Young Rah is a financial advisor at Concorde Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Prudential and Ameritas. Rah is also president of EMP Financial Network, Inc., where he manages office operations. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering a range of portfolio management and financial planning services. The firm builds customized portfolios using both proprietary and third-party model strategies and provides ERISA retirement-plan advisory services.

Emily Benedetto is a Certified Financial Planner™ at Abacus Wealth Partners with eight years of industry experience. She has been with Abacus Wealth Partners since 2017 and previously worked at Pacific Ocean Pediatrics. Abacus Wealth Partners serves individuals, families, pension and profit-sharing plans, trusts, charitable organizations, and business entities with financial planning and investment management services. The firm employs an asset-class, passive-oriented investment approach, incorporating ESG screening when requested, and offers customized portfolios aligned with clients’ risk profiles and goals.

Ricardo Gonzalez is a CFP® professional with 17 years of industry experience, currently serving at Mission Wealth Management, LP since 2014. He also holds roles at JHFN SII and Signature Estate & Investment Advisors, LLC, both since 2013. Gonzalez is based in Los Angeles, CA, and holds Series 63 and Series 65 licenses. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17.0 billion and serving high-net-worth individuals, families, and institutional clients. The firm emphasizes long-term investment strategies and offers customized service models that include wealth management, portfolio management, financial planning, and institutional retirement plan services.

Jared Chase is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at SEIA. His prior roles include positions at Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc. Jared is based in Los Angeles, CA. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm employs a research-driven investment process combining strategic asset allocation and tactical adjustments, offering both discretionary and non-discretionary managed-account programs.

Steven Jolly is a financial advisor with Perennial Financial Services in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Ford Financial Group, LPL Financial LLC, and Wells Fargo Advisors. He serves as a non-profit board member for the Fresno County Employees Retirement Association and is a trustee and volunteer for local retirement plans. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and retirement plan consulting, utilizing multiple platform relationships and third-party managers to deliver tailored portfolio solutions.

Aaron Jett is a CFP® and ChFC® with 24 years of industry experience. He is currently an advisor at SEIA in Los Angeles, CA, and has held positions at firms including Eagle Strategies, New York Life Insurance Company, and Bel Air Securities LLC. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, retirement plan consulting, and investment consulting services. The firm employs a research-driven investment process that combines strategic macro asset allocation with tactical adjustments and offers both discretionary and non-discretionary managed-account programs.

Eric Rosen is a financial advisor at SEIA with 12 years of industry experience. He holds a Series 66 designation and has previously worked with SES LLC, Royal Alliance Associates, and SII. Rosen serves as Chief Growth and Strategy Officer and Chief Compliance Officer at SEIA and Signature Investment Advisors, where he manages compliance programs and growth initiatives. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a team of 139 advisors. The firm offers multiple managed account programs and financial planning options, combining strategic and tactical asset allocation supported by a dedicated research group and an Investment Committee overseeing discretionary models.

Michael Rashtian is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, holding a Series 65 designation with four years of industry experience. Prior to joining SteelPeak Wealth Management in 2021, he worked at City National Rochdale and Bank of America. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, family offices, and registered investment companies. The firm offers financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, utilizing proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Chase Mc Cormick is a financial advisor at Gerber Kawasaki Wealth & Investment Management with a Series 65 designation. He has been with Gerber Kawasaki since 2023 and has prior experience in various roles including at Plastic Trees Pictures and Papa Romano's Pizza. Outside of finance, he has been involved with McCormick Basketball Camp since 2012. 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 fundamental and technical analysis, systematic rebalancing, and tax strategies while providing a range of wealth management and financial planning services.

James Berliner is a financial advisor at Westmount Partners, LLC with 35 years of industry experience. He has been with the firm since 1990, contributing over three decades to Westmount Asset Management in Los Angeles, CA. Westmount Partners, LLC provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion and utilizes a portfolio construction approach focused on no-load mutual funds, pooled vehicles, and alternative investments for qualified investors, while also serving as an adviser and sub-advisor to multiple pooled private funds.

Venkata Janga is a financial advisor at HBW Advisory Services LLC with one year of industry experience. He holds a Series 65 credential and has prior work experience with Chargeback 360, Shock Media Group, and EZ 2 Technologies Inc. Outside of his advisory role, he serves as president of Chargeback 360 and is a governor overseeing the endowment at California State University Fullerton. HBW Advisory Services manages approximately $1.75 billion in client assets and provides discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using tactical asset allocation and multi-manager diversification, and offers services including sub-advisory arrangements and an online wrap-fee portfolio option through Betterment Institutional.

Kent Tanaka is a financial advisor with Perennial Financial Services, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LPL Financial, Lake Avenue Financial, and Integrated Wealth Concepts. Outside of advisory work, he is involved in a small retail business selling baby clothing and products. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides tailored portfolio management as a fiduciary, utilizing multiple platform relationships and integrating retirement plan consulting with insurance and brokerage services.

Jordan Grzesczyk is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with CGN Advisors, LLC and has held prior roles at Garrett Investment Advisors, Raymond James & Associates, Morgan Stanley, Bank of America, and Merrill Lynch. He is based in Santa Monica, CA. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and tax-aware investment vehicles, often collaborating with institutional third-party managers while maintaining fiduciary standards.

Benjamin Dunbar is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management since 2014. Prior to his current role, he worked at LPL Financial from 2014 to 2019. He also acts 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, high-net-worth, and institutional clients, offering wealth management, financial planning, pension consulting, and alternative investment access. The firm employs tailored portfolio strategies with active management techniques and also serves as sub-adviser to an actively managed growth-focused ETF.

Luis Strohmeier is a CFP® and ChFC® with 37 years of industry experience. He is currently with Octavia Wealth Advisors LLC in Los Angeles and has held roles at Purshe Kaplan Sterling Investments, Inc. and AXA Advisors, LLC. Outside of his advisory work, he serves as chairman of the board for a family business focused on emerging technology and biological energy research. Octavia Wealth Advisors is a multi-team firm managing approximately $2.15 billion for a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and municipal entities. The firm employs customized portfolios using proprietary models that incorporate low-cost ETFs, mutual funds, individual securities, and alternative investments, with a focus on long-term strategies and specialized retirement plan advisory services.

Rebecca Cameron is a financial advisor with NWF Advisory Services Inc, holding a Series 66 designation and 16 years of industry experience. She has worked with NWF Advisory Group since 2017 and previously with Whjr Associates from 2013 to 2017. Cameron also serves as a registered assistant for Artisan Capital Partners, a DBA under NWF Advisory Group. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that combines advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions with both strategic long-term and short-term tactical investment strategies.

Michael Wu is a CFA® charterholder with eight years of experience in the financial advisory industry. He has worked at Aspiriant, LLC since 2022 and previously held roles at Suntrust Advisory Services and GenSpring. Michael is based in Los Angeles, CA. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services. The firm’s investment approach uses customized asset allocation strategies supported by internal research and a variety of implementation options, including third-party managers and private investments.

Bryce Larson is a financial advisor at SVB Wealth with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles at SVB Wealth LLC, Silicon Valley Bank, and The Vanguard Group. He is also a vice president in PBWM Portfolio Management at SVB Wealth. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients by providing wealth and portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company.