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.

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.

Samuel Attianese is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Draper Dragon, Shop Meta, the Ultimate Fighting Championship, and Lululemon Athletica, Inc. Westmount Partners provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, and corporations. The firm primarily uses mutual funds and managed strategies tailored to client objectives, and it is notable for its role as a private fund adviser and sub-advisor managing multi-manager private funds.

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.

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 37 years of industry experience. He holds a Series 63 designation and has worked at Hilltop Securities since 2008, following four years at M.L. Stern & Co., LLC. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering a range of advisory and broker-dealer services including managed accounts, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities with an open-architecture platform that incorporates third-party and firm-sponsored investment strategies.

Ilya Solovey is a financial advisor at SEIA in Los Angeles, CA, holding Series 63 and Series 66 licenses with 20 years of industry experience. His career includes roles at Charles Schwab, Fidelity, and Royal Alliance Associates. In addition to advising, he works as a client service manager supporting the operational side of the advisory practice at SEIA. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic and tactical asset allocation with quantitative and qualitative security selection, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement 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.

Anthony Hanna is a financial advisor at Octavia Wealth Advisors LLC in Los Angeles, CA. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining Octavia, he held positions at VYV Grupo Inmobiliario, Corw Holdings Industrial, and Altadena Town & Country Club, and spent five years at Loyola Marymount University. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and municipal entities. The firm offers customized investment management, financial planning, retirement plan advisory services, and access to trust and custody administration through a partner relationship.

Emily Benedetto is a CFP® and Series 65-licensed advisor with Abacus Wealth Partners in Santa Monica, CA. She has eight years of industry experience, including two years at Pacific Ocean Pediatrics prior to joining Abacus in 2017. Abacus Wealth Partners provides financial planning, consulting, and investment management to a broad range of clients, including individuals, high-net-worth families, and institutional entities. The firm follows an asset-class investing approach based on academic research, utilizing no-load mutual funds, ETFs, and passive institutional funds alongside fundamental analysis for security and manager selection.

Deana Jackson is a financial advisor with Kinetic Investment Management, Inc. in Los Angeles, CA. She holds Series 65 and Series 63 licenses and has over a decade of combined experience, including roles at 300 Financial Group and Open Financial Solution. She also provides annuities and life insurance products through 300 Financial Group, receiving commissions for sales and servicing. Kinetic Investment Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm uses a long-term trading approach across various asset types and offers educational seminars and workshops.

Ricardo Gonzalez is a CFP® professional with 17 years of experience in financial advising. He has been with Mission Wealth Management, LP since 2014 and has held concurrent roles at Jhfn Sii and Signature Estate & Investment Advisors, LLC since 2013. Prior to that, he worked at The Glowacki Group, LLC for five years. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, and investment consulting. The firm employs a “total picture” approach that integrates investment management with tax, trust, philanthropy, and risk planning, utilizing both internal management and select third-party sub-advisors.

Ryan Benson is a CFP® professional with 10 years of experience in financial advising. He has worked at Aspiriant, LLC since 2016. Based in Los Angeles, CA, his practice focuses on wealth management within a multi-team firm environment. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm provides discretionary and non-discretionary investment management along with wealth planning, family office services, and specialized consulting, employing a customized investment approach supported by internal research and a range of implementation options.

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 work includes roles at Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc. SEIA is a multi-team advisory firm serving approximately 9,500 clients, including individuals, trusts, retirement plans, and institutions. The firm combines strategic and tactical investment approaches through a structured process and offers both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Steven Jolly is a financial advisor with Perennial Financial Services, holding Series 63 and Series 65 licenses and over 38 years of industry experience. His prior roles include positions at LPL Financial, Ford Financial Group, Wells Fargo Clearing, and Prudential Equity Group. He serves as a non-profit board member for the Fresno County Employees Retirement Associates and volunteers as a trustee for both the California State University Fresno Foundation 401k and the City of Fresno Deferred Compensation Plan. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to individuals, trusts, pensions, and corporate clients. The firm employs tailored portfolios with regular monitoring and rebalancing, integrating AI tools and multiple custodian relationships to support a range of client needs.

Aaron Jett is a Certified Financial Planner® (CFP®) and Chartered Financial Consultant (ChFC®) with 24 years of industry experience. He is currently an advisor at SEIA in Los Angeles, CA. His prior experience includes roles at MML Investors Services, MassMutual Life Insurance, Eagle Strategies, New York Life Insurance Company, and Bel Air Investment Advisors. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services, employing a structured investment process that combines strategic and tactical allocation approaches.

Eric Rosen is a financial advisor at SEIA with 12 years of industry experience. He holds a Series 66 license and serves as Chief Growth and Strategy Officer and Chief Compliance Officer at SEIA and Signature Investment Advisors, LLC. His prior experience includes roles at Royal Alliance Associates, Wedbush Securities, and other firms in the Los Angeles area. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving about 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, employing a combination of strategic asset allocation and tactical security selection through a formal investment process.

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.