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.

Efrain Borenstein is a financial advisor at Hilltop Securities Inc. with 36 years of industry experience. He has been with Hilltop Securities since 2008 and holds a Series 63 designation. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers a range of solutions including managed accounts, financial planning, retirement-plan advisory, and annuity-based services, supported by an open-architecture platform and affiliated banking and custody capabilities.

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.

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.

Jack Johnson is a financial advisor at Vanderbilt Advisory Services with 37 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wedbush Securities Inc. for eight years. Outside of his advisory role, he serves as a baseball umpire at the high school and college levels and is a board member at large for the San Gabriel Valley Umpire organization. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, with an investment process that integrates strategic asset allocation and multiple analysis methods.

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.

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.

Ricardo Gonzalez is a financial advisor at Mission Wealth Management, LP in Los Angeles, CA, with 17 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Gonzalez has worked at Mission Wealth Management since 2014 and concurrently with JHFN SII and Signature Estate & Investment Advisors, LLC since 2013. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients. The firm offers customized wealth management and financial planning services using a range of investment strategies including ETFs, institutional mutual funds, and alternative investments, with an emphasis on long-term portfolio management.

Jared Chase is a financial advisor at SEIA with 19 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior roles include positions at Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm’s investment process combines strategic macro asset allocation with tactical adjustments and offers both discretionary and non-discretionary management, with a majority of assets managed non-discretionarily.

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 financial advisor at SEIA with 24 years of industry experience. He holds the CFP® and ChFC® designations and has worked with firms including MassMutual, New York Life, and Eagle Strategies. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers investment management, financial planning, and consulting services, with a focus on combining strategic asset allocation and tactical adjustments within both discretionary and non-discretionary investment models.

Eric Rosen is a financial advisor at SEIA with 12 years of industry experience and holds a Series 66 designation. He has worked at SES LLC, Royal Alliance Associates, INC., SIA LLC, and SII. Rosen also serves as Chief Growth and Strategy Officer and Chief Compliance Officer at SEIA and Signature Investment Advisors, LLC. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, utilizing a combination of strategic macro asset-allocation and tactical adjustments overseen by an in-house Investment Solutions Group and Investment Committee.

Michael Rashtian is a financial advisor at SteelPeak Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at City National Rochdale, Bank of America, and the University of Southern California. SteelPeak Wealth, LLC serves a diverse client base that includes individual investors across wealth levels, 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, and access to alternative investment strategies through 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.

Eric Nomura is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at City National Securities, Inc. and UnionBanc Investment Services. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, delivering financial planning, portfolio management, and ongoing reporting. The firm is affiliated with a broad financial services group including an affiliated sub-advisor, RBC Rochdale, which manages investment strategies and portfolio implementation.

Kyle Ray is a financial advisor with American Century Investments Private Client Group, Inc. He holds the CFP® designation and has 24 years of industry experience. His prior roles include positions at American Century Investment Services, Steel Peak Wealth Management, Mutual Securities, Argosy Wealth Management, Mercer Global Advisors, Lighthouse Financial Services, and JPMorgan Securities. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. Their approach utilizes model portfolios managed by in-house teams and focuses on clients meeting a modest relationship threshold, primarily investing in proprietary mutual funds and ETFs.

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.