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 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.

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.

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.

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.

William Martinet is a financial advisor at Monograph Wealth Advisors, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Cresset Asset Management, Evoke Wealth, and First Republic Investment Management. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, offering investment advisory, wealth planning, pension consulting, and philanthropic services. The firm emphasizes bespoke investment policy statements, asset allocation, and access to alternative investments, while integrating wealth-management technology into its client 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.

Ron Rotenberg is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has been with HBW since 2009 and previously worked for Complete College Consulting for 11 years. Outside of advising, he is actively involved in independent insurance sales and trust marketing through affiliated companies. HBW Advisory Services manages approximately $1.75 billion in assets and provides a range of services including discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charitable organizations, and businesses. The firm emphasizes a blended investment approach using third-party money managers and multi-manager diversification, and serves a high volume of clients through both retail and institutional channels.

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.

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 36 years of industry experience. He worked at Westmount Asset Management for 21 years prior to his current role. Westmount Partners provides investment advisory, portfolio management, and financial planning services to individual and institutional clients. The firm emphasizes tailored asset allocation using mutual funds and managed strategies, and it offers alternative investments through private and interval funds while managing pooled investment vehicles and private fund advisory services.