Kurtis Barnett is a financial advisor at Gibbs Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Virtue Capital Management, Horter Investment Management, and Financial Alliance and Insurance Solutions. Outside of advisory roles, he has been involved in insurance and annuity sales and acts as a referral partner for a firm specializing in R&D tax credits for businesses. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients, utilizing third-party model portfolios through a platform-based approach rather than proprietary portfolio construction.

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.

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.

Liselotte Richards is a financial advisor at SEIA with 10 years of industry experience. She holds a Series 66 designation and has worked at Royal Alliance Associates, INC., Sii, and Ses LLC. Richards also serves as an operations and compliance specialist at SEIA, a role she has held since 2014. SEIA is a multi-team advisory firm with approximately 140 advisors, serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm combines strategic macro asset allocation with tactical adjustments and employs both discretionary and predominantly non-discretionary investment management across multiple advisory programs.

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.

Anna Lair is a financial advisor at Halbert Hargrove in Long Beach, CA, holding a Series 65 designation with one year of industry experience. She has worked at Halbert Hargrove since 2023 and previously studied at California State University - Long Beach. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management along with financial planning and retirement plan advisory. The firm employs a formal Investment Committee using a documented analytical framework and combines qualitative and quantitative methods in its investment approach.

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.

Scott Schomer is a financial advisor at Integrity Advisory Solutions with 10 years of industry experience and holds a Series 65 credential. He has previously worked at Abundance Financial Coaching and operated Schomer Wealth Advisors and Align Financial Coaching. In addition to his advisory role, Schomer is a principal and attorney at Schomer Law Group, APC, teaches a course on wills and trusts as an adjunct professor at Loyola Law School, and serves as treasurer on the board of the nonprofit OPICA. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of asset-allocation strategies and third-party platforms to tailor portfolios for its diverse client base.

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.

Jake Castillo is a CFP® with three years of industry experience, currently advising at Halbert Hargrove. He previously worked at Pacific Capital and has experience in both the financial sector and other industries including food service and retail. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management and financial planning, utilizing a research-driven Investment Committee to construct diversified portfolios with a range of asset types and strategies.

Chun Yong Liu is a financial advisor at Kovack Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, LLC for four years and Radio Free Asia for eighteen years. Outside of his advisory role, he is involved in fixed insurance sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a wide range of clients including individuals, corporations, and pension plans. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and 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.

Jimmy Fish is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Aegis Wealth Management, NYLIFE Securities, Prudential, Puritan Financial Group, JP Morgan Chase, and Bank of America. In addition to his advisory work, he is appointed with outside carriers to broker non-registered insurance products. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based financial advising discipline supported by proprietary software and a behavioral economics framework, employing both passive and active investment strategies along with dynamic rebalancing.

George Scott Jr. is a financial advisor at Belpointe Asset Management LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. from 2009 to 2018. Outside of his advisory role, Scott is involved in business planning and coaching through Tax Master Network and ValueBuilder System, and he refers clients to estate and business planning services. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with active, passive, tactical, and blended strategies tailored to client objectives.

Miguel Irazabal is a CFP® professional with three years of industry experience, currently advising clients at Monograph Wealth Advisors, LLC since 2021. He previously worked at Capital Group Private Client Services for seven years and has also held positions at Oakmont Corporation. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, offering tailored investment advisory and wealth planning services. The firm specializes in bespoke investment policy statements and incorporates alternative investments and a proprietary wealth-management SaaS platform in its approach.

Timothy Anderson is a financial advisor at Halbert Hargrove, holding the PFS™ designation along with Series 63 and Series 65 licenses, and has 22 years of industry experience. He has been with Halbert Hargrove Global Advisors since 1993, totaling over three decades at the firm. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, estates, charitable organizations, and corporate clients through a multi-advisor platform. The firm offers discretionary, fee-only investment management, financial planning, consulting, and retirement plan services, employing a committee-based process that integrates qualitative and quantitative research to build diversified portfolios.

Ilya Solovey is a financial advisor at SEIA with 20 years of industry experience. His career includes roles at SES Inc., Royal Alliance Associates, and Charles Schwab. He holds Series 63 and Series 66 licenses. In addition to advising, he works as a client service manager supporting operational functions within SEIA. SEIA serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable entities through a multi-team advisory platform of about 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments, emphasizing mostly non-discretionary management and offering various financial planning and consulting services.

Deana Jackson is a financial advisor at Kinetic Investment Management, Inc. with over 18 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at 300 Financial Group and Open Financial Solution. She also provides annuities and life insurance products through 300 Financial Group. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities by offering portfolio management, financial planning, and sub-advisory services. The firm employs a long-term investment approach incorporating multiple analytical methods and may allocate portfolios to higher-risk, potentially illiquid investments when appropriate.

Christopher Stamos is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Prosperitas Financial since 2025. Stamos is also the owner and CPA at Stamos and Stamos, Certified Public Accountants, Inc., where he has provided accounting and tax services since 2004. In addition, he is an author and consultant offering coaching and an online course to assist clients in acquiring CPA firms and similar businesses. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients through a team of 39 advisors. The firm provides asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and other services to individuals, trusts, pension plans, and businesses, utilizing a range of securities and third-party managers to align portfolios with client objectives.