Benjamin Dunbar is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management since 2014. Prior to his current role, he worked at LPL Financial from 2014 to 2019. He also acts as a liaison between clients and CPAs at GK Tax and Accounting, providing financial planning advice and client referrals. Gerber Kawasaki serves a diverse client base including individual, high-net-worth, and institutional clients, offering wealth management, financial planning, pension consulting, and alternative investment access. The firm employs tailored portfolio strategies with active management techniques and also serves as sub-adviser to an actively managed growth-focused ETF.

Luis Strohmeier is a CFP® and ChFC® with 37 years of industry experience. He is currently with Octavia Wealth Advisors LLC in Los Angeles and has held roles at Purshe Kaplan Sterling Investments, Inc. and AXA Advisors, LLC. Outside of his advisory work, he serves as chairman of the board for a family business focused on emerging technology and biological energy research. Octavia Wealth Advisors is a multi-team firm managing approximately $2.15 billion for a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and municipal entities. The firm employs customized portfolios using proprietary models that incorporate low-cost ETFs, mutual funds, individual securities, and alternative investments, with a focus on long-term strategies and specialized retirement plan advisory services.

Rebecca Cameron is a financial advisor with NWF Advisory Services Inc, holding a Series 66 designation and 16 years of industry experience. She has worked with NWF Advisory Group since 2017 and previously with Whjr Associates from 2013 to 2017. Cameron also serves as a registered assistant for Artisan Capital Partners, a DBA under NWF Advisory Group. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that combines advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions with both strategic long-term and short-term tactical investment strategies.

Michael Wu is a CFA® charterholder with eight years of experience in the financial advisory industry. He has worked at Aspiriant, LLC since 2022 and previously held roles at Suntrust Advisory Services and GenSpring. Michael is based in Los Angeles, CA. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services. The firm’s investment approach uses customized asset allocation strategies supported by internal research and a variety of implementation options, including third-party managers and private investments.

Mark Walter is a financial advisor with IP Financial Advisory Services LLC in Westlake Village, CA. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes 12 years at Western International Securities, Inc. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and employs a range of analyses to construct and monitor customized portfolios, often using discretionary authority.

Bryce Larson is a financial advisor at SVB Wealth with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles at SVB Wealth LLC, Silicon Valley Bank, and The Vanguard Group. He is also a vice president in PBWM Portfolio Management at SVB Wealth. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients by providing wealth and portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Ronald Reyes is a financial advisor with SEIA, holding a Series 66 designation and over 25 years of industry experience. His work history includes roles at Ses LLC, Royal Alliance Associates, Inc., and SII before joining SEIA in 2015. Reyes also serves as Vice President of Trading at SEIA LLC. SEIA provides investment management, financial planning, retirement plan consulting, and investment consulting services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, supported by an in-house research group and investment committee, and offers both discretionary and non-discretionary managed-account programs.

Jeff Kim is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management since 2023. His prior experience includes roles at SagePoint Financial and B.B. Graham & Co. He is also a licensed insurance agent. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual households and institutional entities, offering tailored wealth management, financial planning, and access to alternative investments alongside active portfolio management techniques.

Bruce Tyson is a Series 65-licensed advisor with Morton Wealth in Calabasas, CA, where he has worked since 2015. He has 10 years of industry experience. Morton Wealth is a multi-advisor SEC-registered firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting, employing standardized strategies customized to client objectives with an emphasis on risk management and volatility reduction.

Nicole Pavlovic is a financial advisor at Composition Wealth, LLC with five years of industry experience. She holds a Series 65 designation and has worked previously at Freestone Capital Management, LLC. Outside of finance, she has experience in event management and catering, including a role at Best Beverage Catering. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, high-net-worth investors, trusts, and businesses. The firm’s investment approach is primarily long-term and diversified, utilizing low-cost mutual funds, ETFs, and individual securities, and manages approximately $6.7 billion in client assets.

Emil Georgiev is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation with four years of industry experience. His prior experience includes roles at Miracle Mile Advisors, LLC and Pathstone Family Office, LLC. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans. The firm follows a long-term, asset-allocation driven investment approach, utilizing diversified portfolios composed of low-cost mutual funds, ETFs, individual securities, and other instruments, while offering comprehensive wealth management and financial planning services.

Anne Johnston is a CFP® with 19 years of experience in the financial services industry. She currently works at OneSeven and has previously been employed at UBS Financial Services and Tcwp LLC. Outside of advising, she is involved in freelance writing, educational content creation through Created Studios LLC, public speaking, and composing and performing music. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified portfolios and access to alternatives, offering both discretionary and non-discretionary arrangements.

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 CFP® with 22 years of experience in the financial industry, currently serving at Abacus Wealth Partners since 2004. He is involved with The Enough Project, where he facilitates workshops and conversation circles focused on addressing global issues through qualitative research, without providing financial advice or compensation. Abacus Wealth Partners serves a diverse client base including individuals, families, trusts, and charitable organizations, offering financial planning and investment management with a passive, asset-class oriented approach tailored to clients’ risk profiles and goals. The firm also engages in private fund management and incorporates ESG screening upon request.

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 at Signature Estate & Investment Advisors, LLC (SEIA) with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Royal Alliance Associates, Inc. and SES LLC. Franzen is also a relationship manager at SIA LLC, an RIA sales and service firm. SEIA serves high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm combines strategic macro asset allocation with tactical adjustments, operating primarily non-discretionary programs alongside discretionary offerings and integrates ESG considerations and AI tools in its investment process.

Craig Borkovec is a financial advisor at Composition Wealth, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Composition Wealth since 2020 and previously at Deawm Distributors, Inc. from 2015 to 2019. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, businesses, charitable organizations, insurance companies, and retirement plans. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual stocks and bonds, and a combination of fundamental and technical analysis.

Chrysantha Cosby is a financial advisor with Abacus Wealth Partners, holding a Series 65 credential and six years of industry experience. She 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 broad client base including individuals, families, pension plans, and charitable organizations. The firm follows a passive, asset-class investment approach with ESG screening options and offers access to private fund investments such as the Align Impact fund.

Cory Davenport is a CFP® with eight years of industry experience, currently serving as a financial advisor at Westmount Partners, LLC. He has worked at Westmount Asset Management since 2020 and previously spent six years at Northwestern Mutual. Westmount Partners, LLC provides discretionary portfolio management and financial planning to individual clients, including high-net-worth households, as well as pension plans, non-profits, estates, trusts, and corporations. The firm manages approximately $5.2 billion across about 1,400 clients, emphasizing no-load mutual funds and pooled vehicles, and acts as adviser and sub-adviser to multiple private pooled investment vehicles.

Hayley Bates is a CFP®-designated financial advisor at SEIA with 16 years of industry experience. Her prior roles include positions at Royal Alliance Associates, Signature Estate & Investment Advisors, and SES LLC. She serves as a member of the Leadership Council for A Place Called Home, a nonprofit organization. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a client-driven investment process supported by in-house research and offers a range of managed account programs alongside modular and comprehensive financial planning options.