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.

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 Series 65 licensed financial advisor at Integrity Advisory Solutions with nine years of industry experience. He has previously worked at Abundance Financial Coaching, LLC and founded Schomer Wealth Advisors. In addition to his advisory work, Schomer is an adjunct professor of law at Loyola Law School, teaching a course on wills and trusts, and serves as treasurer on the board of the nonprofit OPICA. He is also the principal and attorney at Schomer Law Group, APC, an estate planning law firm. Integrity Advisory Solutions serves a broad client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and model portfolios across various asset classes.

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.

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.

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.

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 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.

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 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.

Reesuk Kim is a financial advisor at Golden State Wealth Management, LLC with 21 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Golden State Wealth Management and LPL Financial since 2016. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes tailored portfolios based on asset allocation and various analytic methods, with discretionary portfolio management as the primary advisory relationship.