Jeffrey Sinclair is a CFP® with six years of industry experience, currently serving at Perennial Investment Advisors, LLC. His prior experience includes six years at Edward Jones and two years at Lyft Inc. He has also worked with the San Jose Earthquakes LLC. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to individual clients, trusts, pensions, and corporate accounts. The firm integrates advanced technology, including AI tools, into its investment process and operates across multiple custodians and platforms.

Daniel Kutsch is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Finley Golf Course, Blox LLC, and Greybox Investments, as well as periods as a full-time student. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual households, retirement plans, trusts, corporations, and governmental entities. The firm offers wealth management, financial planning, pension consulting, and related services, using an active management approach with both fundamental and technical analysis.

Kevin Kowalczyk is a financial advisor at Cumberland Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Cumberland Advisors in 2025, he worked at SmartTrust, Cakewalk, and Proshares. Cumberland Advisors serves individual investors and a range of institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, and investment consulting. The firm emphasizes active municipal and taxable bond management alongside ETF-based equity strategies and includes a tactical trend strategy within its separately managed account platform.

Ryan Howard is a financial advisor with One Capital Management, LLC, holding a Series 65 designation and six years of industry experience. His prior work includes positions at Arup and a brief tenure with the Los Angeles Rams. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. The firm focuses on customized, globally balanced portfolios using a combination of active large-cap equity management, ETFs, and diversified fixed income.

Morris Symson is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has worked at Kestra Private Wealth Services and Kestra Investment Services since 2014. Symson also serves as a consultant and portfolio manager for Pacific Point Asset Management, an independent registered investment advisory firm. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves both individual and institutional clients with a wide range of investment products and specialized offerings, supporting advisor-managed accounts with discretionary and non-discretionary arrangements.

Kyle Clark is a financial advisor at Gerber Kawasaki Wealth & Investment Management with six years of industry experience. He holds a Series 65 designation and has been with Gerber Kawasaki since 2019. Prior to his advisory role, he was involved with Casetta Coffee, Casetta Group, and Montecito Venture Partners. He also serves as a liaison between clients and the firm’s tax and accounting department, referring clients and coordinating with CPAs. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies with ongoing monitoring and manages an actively managed ETF focused on growth stocks.

Celia Meagher is a financial advisor at Brighton Jones LLC in Los Angeles, CA, with 15 years of industry experience. She holds the CFP® and Series 66 designations and has worked previously at Morton Capital Management and Oppenheimer. Outside of her advisory role, she is the founder and owner of Hangurs LLC, a marketplace for moms. Brighton Jones serves high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive wealth-management services through a Personal CFO model and family office offerings. The firm combines discretionary and non-discretionary investment management with private-investment opportunities and offers administrative and legal support services through affiliated entities.

Theodore Saade is a senior partner at SEIA with 31 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior work history includes roles at SES LLC, Royal Alliance Associates, and Signator Investors. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset allocation and tactical adjustments driven by in-house research, offering both discretionary and predominately non-discretionary management.

Nathaniel Angelo is a financial advisor at Composition Wealth, LLC with 23 years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets and Columbia River Advisors LLC. Outside of advisory work, he is a capital contributor and member of Northshore Capital Investment LLC, a real estate investment group. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, supported by fundamental and technical analysis and an internal due-diligence process.

Priscilla Brehm is a ChFC® with 28 years of industry experience, currently serving as an advisor at Morton Wealth since 2014. She is based in Calabasas, CA. 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 employs standardized investment strategies customized to client objectives, focusing on risk management and volatility reduction across a range of asset types.

Veronica Osmonov is a CFP® professional with 13 years of industry experience, currently serving at Advisor Share Wealth Management, LLC. Her prior roles include positions at Peace of Mind Private Wealth Management and Horter Investment Management. She is also an insurance agent specializing in the sale of insurance and annuities. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, often implementing strategies through third-party sub-advisers and model portfolios.

Noah Boatright is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with NWF Advisory Services Inc and previously worked at OSAIC Wealth Inc and National Planning Corporation. Outside of his advisory role, he volunteers as a regional coach administrator for a youth soccer league. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily for individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm employs an open-architecture wealth management platform with a focus on strategic long-term investing alongside tactical strategies.

Robert Hunt is a financial advisor at Genter Capital Management with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Genter Capital Management since 2012 and IMST Distributors, LLC since 2013. He serves as Director for North Territory at Genter Capital Management, focusing on advisor relationship management. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, pension plans, foundations, and government entities. The firm manages both equity and fixed-income strategies, including municipal bonds, and advises the Genter Capital Dividend Income Fund as well as several ETFs.

Jeffrey Borenstein is a financial advisor at Forum Financial Management, LP with 23 years of industry experience. He holds a Series 66 designation and has worked at Forum Financial Management and Lamia Financial Group, Inc. during his career. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Steven Petrovich is a CFA® charterholder and holds a Series 66 designation, with nine years of industry experience. He is currently with Jefferies Investment Advisers LLC in Los Angeles, having joined the firm in 2025 after eight years at City National Rochdale. Prior to that, he was affiliated with the University of California Los Angeles. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad client base, including individuals, trusts, estates, and charitable organizations. The firm emphasizes a collaborative and customized planning process supported by third-party software and analytical tools, separate from implementation and transaction execution functions.

Sheila Moore is a financial advisor at IP Financial Advisory Services LLC with four years of industry experience. She holds Series 63 and Series 66 designations and has professional involvement with Innovation Partners LLC, as well as academic roles at Woodbury University and Pepperdine University. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth retail investors and retirement plan participants, providing personalized portfolios and specialized advisory services including actuarial analysis, benefits consulting, and investment banking support.

Jeffrey Bannon is a financial advisor at Capital Analysts with 17 years of industry experience. He holds a Series 66 designation and has been affiliated with Capital Analysts since 2009. Bannon is also a partner at The Rawls Group, where he works on business succession planning for family-owned businesses. Additionally, he serves as Vice President and CFO of the Sideline Supporters Boosters Club, a nonprofit focused on fundraising and supporting youth sports. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and emphasizes a fiduciary approach with customized investment solutions.

James Wisdom is a CFP® professional with 14 years of experience in financial services. He is associated with Advisor Share Wealth Management, LLC and has worked at Harvest Investment Services, LLC for 11 years. Additionally, he owns James L. Wisdom Insurance Services, where he provides fee-based consumer-driven health financial planning and occasional life and long-term care insurance sales. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional advisers, and retirement plans by offering investment advisory, financial planning, and portfolio management services. The firm utilizes third-party sub-advisers and model portfolios and provides alternative investment options and a web-based practice platform for independent advisers.

Elias Vera is a CFP®, CFA®, and Series 63-licensed financial advisor at Morton Wealth with 13 years of industry experience. He previously worked at Dowling & Yahnke, LLC for 12 years and CI Private Wealth, LLC for one year. 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 services, implementing standardized strategies with customized portfolios focused on risk management and volatility reduction.

Betty Chin is a financial advisor with Perennial Financial Services in Brea, CA, holding a Series 66 designation and eight years of industry experience. She previously worked at Edward Jones for 14 years before joining Perennial Financial Services and LPL Financial in 2025. Perennial Financial Services provides investment advisory and consulting to individual clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolios and retirement plan solutions.