Anne Johnston is a CFP® with 19 years of industry experience currently affiliated with OneSeven. Her prior roles include positions at UBS Financial Services and Tcwp LLC. Outside of her advisory work, she is active as a freelance writer, speaker, and musician, and she is involved in creating educational content through her company, Created Studios LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, utilizing diversified portfolios with access to alternatives and private placements. The firm employs a primarily long-term investment approach combined with internal due diligence and offers both discretionary and non-discretionary arrangements.

Lisabeth Schiller is a financial advisor at Blackridge Asset Management, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Gold Coast Securities, Inc. for 18 years. Outside of her advisory role, Schiller serves as treasurer on multiple nonprofit boards and is involved in musical theater production and mobile app development. Blackridge Asset Management provides financial planning, investment management, and related consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management through a network of advisers and a turnkey asset management platform emphasizing diversified strategies and discretionary authority.

Saleem Bisharat is a financial advisor with Gerber Kawasaki Wealth & Investment Management, holding a Series 65 designation and four years of industry experience. Prior to joining Gerber Kawasaki in 2022, he worked at Coastal Marine Services and has experience in education roles at San Diego State University and Steele Canyon High School. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and institutional clients. The firm offers wealth management, financial planning, pension consulting, and tax and estate-planning services through a combination of discretionary and non-discretionary portfolio management with active strategies such as systematic rebalancing and tax-loss harvesting.

Brenton Kessel is a Certified Financial Planner® at Abacus Wealth Partners with 22 years of industry experience, all spent at the firm since 2004. He participates in The Enough Project, where he facilitates research, conversation circles, and workshops focused on addressing global issues without providing financial advice or compensation. Abacus Wealth Partners serves individuals, families, institutions, and charitable organizations with financial planning, consulting, and investment management. The firm employs an asset-class investing approach grounded in academic research and incorporates ESG screening and private pooled investments for suitable clients.

Benjamin Rosbach is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding the Series 65 designation with one year of industry experience. His work background includes roles at Gerber Kawasaki Wealth & Investment Management, Dexcom, Inc., and Enfield Farms, Inc. Outside of finance, he has experience as a lifeguard at Cal Poly ASI and was involved with the Bayside Swimming Club. Gerber Kawasaki Wealth & Investment Management 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, employing an active investment approach with systematic rebalancing, tax-loss harvesting, and both discretionary and non-discretionary portfolio management.

Troy Franzen is a financial advisor with SEIA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Signature Investment Advisors LLC and Royal Alliance Associates, among others. He is also a relationship manager at SIA LLC, an investment-related LLC focused on RIA sales and service. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic and tactical portfolio management through a structured investment process and offers a range of financial planning and consulting services, with a notable emphasis on non-discretionary management.

Craig Borkovec is a financial advisor with Composition Wealth, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has worked at Composition Wealth since 2020 and previously at Deawm Distributors, Inc. for four years. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, managing approximately $9.47 billion in discretionary assets through a multi-advisor structure.

Nicholas Wolf is a CFP® with nine years of industry experience, currently serving at Forefront Wealth Partners. His prior roles include positions at The Pacific Bridge Companies, Inc., Calton & Associates Inc., Manhattan West Asset Management, KeyBank, Morgan Stanley, Citi Bank, and J.P. Morgan Securities. Outside of financial advising, he is involved in dog boarding and dog walking through a pet services business in Olympia, WA. Forefront Wealth Partners is a team-based advisory firm serving individual, business, and corporate clients with tailored investment management and comprehensive financial planning services. The firm employs customized portfolios and integrates related business services, including tax and insurance, across multiple offices.

Chrysantha Cosby is a financial advisor at Abacus Wealth Partners with six years of industry experience. She holds a Series 65 credential and previously worked at Custom Wealth-Concorde Investment Services for five years before joining Abacus in 2019. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base including individuals, high-net-worth clients, families, and various institutional entities. The firm utilizes an asset-class investing approach grounded in academic research and integrates ESG screening and private pooled vehicles into suitable client portfolios.

Cory Davenport is a CFP® with nine years of industry experience, currently serving at Westmount Partners, LLC in Los Angeles, CA. His prior work includes multiple roles at Northwestern Mutual and Westmount Asset Management. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients. The firm focuses on tailored asset allocation using mutual funds, managed strategies, and private funds, and is noted for managing multi-manager private funds and serving as a private fund adviser and sub-advisor.

Hayley Bates is a CFP® with 16 years of industry experience, currently serving as an advisor at SEIA. Her prior roles include positions at Royal Alliance Associates, Signature Estate & Investment Advisors, and Signator Investors. She is a member of the Leadership Council for the nonprofit A Place Called Home, focusing on fundraising activities. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional entities. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing a structured investment process that combines strategic asset allocation with tactical security selection.

Zachary Statzer is a financial advisor at Perennial Financial Services with one year of industry experience. He holds the Series 66 designation and has worked at Ford Financial Group and LPL Financial. Outside of advising, he is the owner of Imago Dei Coffee, LLC, a non-investment-related business. Perennial Investment Advisors provides investment management, financial planning, and retirement consulting to individuals, trusts, pensions, and corporate clients. The firm combines various investment strategies and technologies, including AI tools and multiple custodian platforms, to tailor and manage client portfolios.

Christopher Vallejo Jr. is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Abacus Wealth Partners since 2021. Prior to his advisory role, he worked with Regal Wine Company and has experience as a self-employed musician and involvement with arts education and community organizations. Abacus Wealth Partners serves individuals, families, and institutions with financial planning and investment management, employing an asset-class investing approach that incorporates academic research and ESG considerations. The firm is notable for its use of private investments and centralized portfolio management across a broad client base.

Reza Zamani is a financial advisor at SteelPeak Wealth, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with SteelPeak since 2012. Prior to joining SteelPeak, he worked at Purshe Kaplan Sterling Investments from 2012 to 2018. Outside of his advisory role, he is a managing member of ZAMANI CAPITAL, LLC and ZAMANI ENTERPRISES, LLC, which are involved in real estate activities, and he is also a fixed insurance agent with Steel Peak Estate & Insurance. SteelPeak Wealth serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charities, family offices, private funds, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, alternative strategies, and private placement consulting, often implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Maziar Esmailbeigi is a financial advisor at SteelPeak Wealth, LLC with 24 years of industry experience and holds a Series 66 designation. He previously worked at Purshe Kaplan Sterling Investments from 2012 to 2018 and has been with SteelPeak Wealth Management since 2012. In addition to his advisory role, he is involved as a fixed insurance agent at Steel Peak Estate & Insurance. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, private funds, and registered investment companies. The firm provides financial planning, retirement consulting, discretionary portfolio management, alternative investment strategies, and access to margin solutions, utilizing proprietary and custom model portfolios monitored by its Institute of Portfolio Management & Economic Strategy.

Jacqueline Yapp is a CFP® professional with 13 years of experience in financial advising. She is currently with Siebert AdvisorNXT, LLC. and previously worked at WealthSource Partners, LLC and Avant Garde Advisors LLC. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities by providing investment supervisory services and managed programs through a web-based platform and access to third-party and independent managers. The firm applies Modern Portfolio Theory with risk-tolerance assessments to create ETF/ETN-based portfolios and offers both discretionary and non-discretionary management options.

Abdullah Safdari is a financial advisor at Simplicity Wealth with seven years of industry experience. He previously worked at LifePro Asset Management, LLC for six years and is the founder and president of N.A.C.P.E. Inc., an insurance and annuity sales company, as well as College Planning Experts, which provides college planning, financial aid consulting, and college funding services. Additionally, he is co-partner and president of La Michoacana Authentic Ice Cream Parlor, an ice cream shop in Canoga Park, CA. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, while offering model portfolios and discretionary management, alongside technology and operational support for other advisers through a managed account platform.

Edgar Haroutunian is a CFP® with six years of industry experience, currently serving as an advisor at SEIA in Los Angeles, CA. He previously held roles at firms including TCW LLC and Paulson Investment Co., LLC. Outside of his advisory work, he is involved in merchandise sales through an Amazon.com LLC. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a combined strategic and tactical investment approach with a range of non-discretionary and discretionary portfolio management and financial planning services.

Sean Cauvel is a CFP® with 17 years of industry experience. He is currently with Westmount Partners, LLC and previously worked at Westmount Asset Management for four years. Westmount Partners, LLC provides investment advisory and portfolio management services to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm manages portfolios using mutual funds and managed strategies tailored to client objectives and is notable for its role as a private fund adviser and sub-advisor managing multi-manager private funds.

Telma Provencio is a financial advisor at HBW Advisory Services LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at HBW Advisory Services since 2021. Her prior experience includes roles at Cetera Advisor Networks LLC and HBW Securities LLC. She is also licensed as an insurance agent, selling life, disability, annuities, and long-term care products. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm emphasizes a blended investment approach, using third-party money managers and model portfolios, and serves a large client base through retail, charitable, and institutional relationships.