Jon Mclaughlin is a financial advisor at Savvy with 16 years of industry experience. He holds a Series 65 designation and has worked previously at Signature Resources Capital Management LLC, One Wealth Management, and First Western Capital Management Company. In addition to his advisory role, he is licensed as a life insurance broker. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform.

Eddie Chan is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at LPL Financial and Ameriprise Financial Services. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities, providing discretionary asset management and financial planning tailored to client goals. The firm utilizes multiple platform relationships and combines retirement plan consulting with licensed insurance activities as part of its service offerings.

John Williams is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at SES LLC, Royal Alliance Associates, Inc., and Signator Investors, Inc. Outside of his advisory work, he serves as a notary public. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm combines strategic and tactical asset allocation with quantitative and qualitative security selection, offering a wide range of portfolio management and financial planning services across discretionary and non-discretionary account structures.

Darren Wald is a financial advisor at Citizens Private Wealth with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 17 years. Outside of his advisory role, he serves on the board of a local baseball league. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on tailored long-term asset allocation within an open-architecture framework, combining discretionary portfolio management with quantitative and qualitative research, and is affiliated with Citizens Bank, providing access to banking and lending products alongside advisory services.

Anthony Pizzo is a financial advisor at SEIA with nine years of industry experience. He holds Series 63 and 66 licenses and has been associated with Select Money Management, Inc., and related entities since 2012. Pizzo also serves as a senior trader within SEIA and its affiliated Registered Investment Advisers. SEIA is a multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm employs a structured investment process combining strategic and tactical asset allocation, offering a range of portfolio management and financial planning services across discretionary and non-discretionary platforms.

Matthew Iantosca is a CFP® professional with 18 years of experience in the financial industry. He has worked at Gerber Kawasaki Wealth & Investment Management since 2010 and was previously with LPL Financial for nine years. In addition to his advisory role, he serves as a liaison between clients and the firm’s tax and accounting department, referring clients and coordinating financial planning advice. Gerber Kawasaki Wealth & Investment Management serves a broad range of clients including individual households, retirement plans, trusts, and corporations. The firm employs a combination of fundamental and technical analysis to build individualized portfolios and offers services such as wealth management, pension consulting, and tax preparation.

Jorge Ambriz is a financial advisor with Americana Partners, LLC, holding Series 63 and Series 65 credentials and having eight years of industry experience. He previously worked at L&S Advisors, Inc. for nine years before joining Americana Partners in 2026. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing client consultations and discretionary management, employing a range of investment vehicles and strategies tailored to clients’ needs.

Arynton Hardy is a financial advisor at Savvy with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Hardy Capital Investments, Bank of America, Merrill, and Axa Advisors. Outside of his advisory role, Hardy is a co-founder of Nice Brew Co., LLC, a coffee and kombucha service based in Los Angeles. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based, long-term investment strategies along with active equity portfolios, tax-aware direct indexing, and integrates third-party fintech tools and sub-advisers.

Malcolm Maclennan is a financial advisor with NFSG Corporation in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Newbridge Securities Corporation, FSC Securities Corp, and Oppenheimer. He is also involved in insurance sales as an agent. NFSG Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers customized portfolios using a blend of fundamental, technical, and cyclical analysis, often employing third-party asset managers and delivering services on both a discretionary and non-discretionary basis.

Mariah Ramirez is a financial advisor at Halbert Hargrove with a Series 65 designation and three years of industry experience. Her prior roles include positions at Northwestern Mutual and involvement with the Ukleja Center for Ethical Leadership at California State University Long Beach. Ramirez has also worked in educational settings, including the Long Beach Unified School District and Robert A. Millikan High School. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions by providing discretionary portfolio management, financial planning, and retirement plan advisory. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative analysis to manage portfolios across a range of investment vehicles.

Arthur Johnson III is a financial advisor with IP Financial Advisory Services LLC in Long Beach, CA, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He previously worked at Innovation Partners LLC, BGA Insurance, Unionbanc Investment Services, and U.S. Bancorp Investments, Inc. IP Financial Advisory Services LLC serves primarily individual retail clients and retirement plan participants, offering portfolio management, financial planning, consulting, and access to third-party investment managers. The firm employs a range of analytical approaches and focuses on non-high-net-worth investors while providing specialized consulting services including actuarial and insurance consulting.

Craig Kelley is a CFP® with 16 years of industry experience, currently serving at RBC Securities, Inc. in Los Angeles, CA. He has worked at City National Bank since 2000. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to its affiliated sub-advisor, RBC Rochdale.

Jonathan Di Gerolamo is a financial advisor at Kinetic Investment Management, Inc. with a Series 65 designation and six years of industry experience, including prior roles at Finish Strong Financial Services and his family insurance business. He is based in Los Angeles, CA. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a multi-method investment approach with a long-term focus and offers educational seminars for clients.

Jeffrey Zuanich is a financial advisor at SEIA with 19 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including Royal Alliance Associates and Signator Investors. Based in Los Angeles, he has been with SEIA since 2009. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, high-net-worth clients, trusts, retirement plans, and institutional entities. The firm employs a combination of strategic asset allocation and tactical security selection within both discretionary and non-discretionary portfolio management programs.

John Brouillard Jr. is a CFA® charterholder and holds a Series 66 license, with 15 years of industry experience. He is currently affiliated with RBC Securities, Inc. and has been with City National Securities, Inc. since 2015. Outside of his advisory role, he is involved with Summer Search, a charitable foundation, where he leads the planning committee for an annual golf and tennis fundraiser event. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management services with a broad financial services group affiliated with a bank parent, offering financial planning, portfolio management, and ongoing reporting to its clients.

Jennifer Kim is a CFP® with over 33 years of industry experience. She is a senior partner at SEIA, where she has worked since 1997, and has held positions at Signator Investors, Royal Alliance Associates, and SES LLC. Outside of her advisory work, she serves on several boards and committees, including as finance committee member for AVIVA, president of the Harvard Westlake Korean American Parent Association, auxiliary board member for the Korean American Museum, and board member of the Century City Chamber of Commerce. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm provides a range of services including portfolio management, financial planning, retirement plan consulting, and investment consulting, using a six-step investment process that combines strategic asset allocation with tactical security selection.

Paul Ryan is a financial advisor at Genter Capital Management with 23 years of industry experience. He holds the Series 66 designation and has been associated with RNC Capital Management LLC since 2001. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, managing over $7 billion in assets and serving more than 3,800 clients.

Ryan Applegate is a financial advisor with Carnegie Investment Counsel in Los Angeles, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Carnegie, he worked in the medical services field, including roles at Colchis Medical Services PC and David Lortscher MD PC. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm’s investment approach incorporates fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

Ethan Campbell is a CFP® and Series 65-licensed financial advisor with Halbert Hargrove in Long Beach, CA, where he has worked since 2021. He has two years of industry experience and previously attended California State University Long Beach for both undergraduate and postgraduate studies. Halbert Hargrove Global Advisors serves high-net-worth individuals, trusts, estates, and institutional clients by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative methods to manage portfolios across various asset types.

Nicholas Anduze is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding a Series 65 credential with six years of industry experience. He previously worked at Neilson Financial Services and Ameriprise Financial Services, Inc. Outside of his advisory role, he serves as a liaison between clients and the CPA department at GK Tax and Accounting, where he refers clients and provides financial planning advice. Gerber Kawasaki Wealth & Investment Management serves a diverse client base that includes both individual and institutional investors. The firm employs tailored portfolio strategies with active management techniques and offers a range of services including wealth management, financial planning, pension consulting, and access to alternative investments.