Darlyn Orellana is a financial advisor with RBC Securities, Inc., holding Series 63 and Series 66 licenses and six years of industry experience. She previously worked at City National Securities, Inc., Wells Fargo Clearing Services LLC, and Wells Fargo Bank, N.A. 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 portfolio management and financial planning within a broad financial services group affiliated with a bank parent and related entities.

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.

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.

Christian Cordoba is a CFP® professional with 33 years of experience in financial advising. He has worked at Mutual Advisors, LLC since 2019 and previously held roles at First Allied Advisory Services, Inc., First Allied Securities, Inc., and California Retirement Advisors Group, Inc. Outside of financial advising, Cordoba is an independent insurance agent and serves on the Torrance Memorial Professional Advisory Council as a volunteer. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through 123 advisors, serving individual, institutional, trust, and retirement plan clients. The firm offers a range of services including asset management and financial consulting, utilizing a combination of passive and active investment strategies tailored to client objectives.

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.

Gregg Koutouvidis is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at RBC Capital Markets, LLC and City National Bank. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates portfolio management and financial planning with affiliated sub-advisory oversight and offers custodial and cash-management features within a broad financial services group structure.

Zachary Statzer is a financial advisor at Perennial Financial Services with one year of industry experience. He holds the Series 66 designation and has worked at Ford Financial Group and LPL Financial. Outside of advising, he is the owner of Imago Dei Coffee, LLC, a non-investment-related business. Perennial Investment Advisors provides investment management, financial planning, and retirement consulting to individuals, trusts, pensions, and corporate clients. The firm combines various investment strategies and technologies, including AI tools and multiple custodian platforms, to tailor and manage client portfolios.

Christopher Vallejo Jr. is a CFP® and Series 65 credentialed advisor with five years of industry experience. He has been with Abacus Wealth Partners since 2021. Prior to his financial advisory career, Vallejo held roles at Regal Wine Company and engaged in music and arts activities, including self-employment as a musician and work with the Zhen Music and Arts Institute. Abacus Wealth Partners serves a broad range of clients, including high-net-worth individuals, families, and organizations, offering financial planning, consulting, and investment management services. The firm uses a passive-oriented, asset-class investment approach with options for ESG screening and also sponsors the Align Impact private fund.

Rudy Sanchez is a financial advisor at RBC Securities, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at City National Securities, Inc. and City National Bank. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, offering financial planning, portfolio management, and ongoing reporting. The firm integrates a broad financial services group affiliation, including an affiliated sub-advisor that manages portfolios using mutual funds, ETFs, SMAs, and individual securities.

Chaundra Straker is a Series 66 licensed financial advisor with 15 years of industry experience, currently with Principal Advised Services. Her prior experience includes roles at Cetera Advisor Networks and National Planning Corporation. Outside of finance, she works as a beertender and server at Firestone Walker Brewing Company. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models to deliver both non-discretionary recommendations and a discretionary wrap-fee investment management program.