Natalie Glover is a financial advisor at Westmount Partners, LLC in Los Angeles, holding a Series 65 designation with two years of industry experience. She has been with Westmount Partners since 2019 following her time at Occidental College. Westmount Partners provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, and corporations. The firm employs a tailored asset allocation approach using mutual funds, managed strategies, and private funds, and is noted for its role as a private fund adviser and manager of pooled investment vehicles.

Michael Van Kleeck is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at SES Inc., Royal Alliance Associates, SIA LLC, Seia LLC, Signator Investors, Equitable Advisors, Wamu Investments, and Waddell & Reed. Outside of advising, he serves as Senior Compliance Officer for SEIA LLC and SIA LLC. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional entities. The firm employs a strategic and tactical investment approach managed by an Investment Solutions Group and Committee, offering a range of services including portfolio management, financial planning, and retirement plan consulting.

Alex Zepkowski is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Kinetic Investment Management, Inc. in Los Angeles, CA. His prior experience includes roles at Ridgemont Capital, Shuster Advisory Group LLC, Uber, Wealthtech Partners LLC, Lake Avenue Financial, Integrated Wealth Concepts, LLC, and Stonnington Group, LLC. 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 combination of analytical methods and a primarily long-term trading approach, offering discretionary management and access to a broad range of asset types, including real estate and non-traded real estate investments.

Karen Mcclintock is a CFA® and CIC credentialed advisor with 23 years of industry experience. She has worked at Robertson Stephens Wealth Management, LLC since 2021 and previously spent 13 years at LS Investment Advisors, LLC. Robertson Stephens Wealth Management serves high-net-worth individuals and families, trusts and estates, family offices, charitable organizations, and retirement plans. The firm offers a range of services including portfolio management, financial planning, tax and estate planning, and access to public and private funds, combining individualized advice with centralized investment oversight.

Peter Boyle is a CFA® charterholder with 27 years of industry experience. He has been with Clifford Swan Investment Counsel in Pasadena, CA, since 2010. Clifford Swan Investment Counsel provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, corporate pension and profit-sharing plans, and business owners. The firm’s investment approach is grounded in proprietary fundamental research and credit-focused fixed-income analysis, offering diversified portfolios with access to private investments and specialized services tailored to client objectives.

Charles Robb is a financial advisor with Carnegie Investment Counsel in Los Angeles, CA. He holds the Series 63 and Series 66 designations and has 27 years of experience in the industry. His prior roles include positions at Telos Capital Management, Rnc Genter Capital Management, and IMST Distributors. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, nonprofit organizations, corporations, independent trust companies, government entities, and other investment advisers. The firm employs a variety of analytical approaches and may utilize long- and short-term trading, options, and margin strategies while offering discretionary authority for many accounts and specialized services for retirement plans.

Matthew Jacobson is a financial advisor at RBC Securities, Inc. with one year of industry experience. He holds a Series 66 credential and has previously worked at Equitable Advisors, LLC, Tom James Company, and managed businesses including Matthew Real Estate Investment Services, Joshua J Fine Jewelry, and Leight Heist "Life Heist" Apparel. 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’s investment management is delegated to an affiliated sub-advisor that constructs and implements asset allocation strategies across various investment vehicles, offering discretionary portfolio management integrated within a broader financial services group.

Jonathan Ballenger is a financial advisor at NorthCoast Asset Management LLC in Los Angeles, CA. He holds Series 65 and Series 66 licenses and has recently begun his career in the industry. Prior to joining NorthCoast, he worked at Bluespring Wealth Partners for one year and spent 16 years at Morningstar. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process and offers a diverse range of strategies including equity and fixed income, options-defined outcomes, and alternative interval funds.

Taylor Richmond is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding a Series 66 designation and two years of industry experience. Prior to joining RBC, Richmond worked at City National Securities and CommonGood Securities, and manages an astrology consulting business called Astropolated Visions, LLC. 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’s investment management is delegated to RBC Rochdale, which constructs diversified portfolios and manages accounts on a discretionary, asset-based fee basis.

Celia Meagher is a financial advisor at Brighton Jones LLC with 15 years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Morton Capital Management, Oppenheimer, and Wells Fargo Clearing. Outside of her advisory work, she is the founder and owner of Hangurs LLC, a marketplace for moms. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm takes a whole-balance-sheet approach and offers discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support, supported by an affiliated ecosystem that includes private fund management and trust company services.

Ricky Ackerman is a CFP® professional with six years of industry experience, currently advising at Mutual Advisors, LLC since 2020. He also has a background with California Retirement Advisors dating back to 2016. Mutual Advisors, LLC serves a diverse range of clients including individual investors, trusts and estates, retirement plans, and institutional investors. The firm uses a combination of active and passive investment strategies with various analytical approaches to tailor portfolios, managing approximately $9.45 billion across 154 advisors and offering specialized services such as annuity access through an Outsource Insurance Desk.

Theodore Saade is a CFP® professional with 31 years of industry experience, currently serving as a senior partner at SEIA. His prior roles include positions at SES LLC, Royal Alliance Associates, and Signator Investors. He holds an insurance license to provide life and long-term care insurance products. 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 offers a comprehensive range of services including portfolio management, financial planning, retirement plan consulting, and investment consulting, utilizing a structured investment process that combines strategic asset allocation with both quantitative and qualitative security selection.

Evelyn Fernandez is a financial advisor at Prosperity - An EisnerAmper Company with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including Avantax Investment Services, Cetera, and KROST Wealth Management. Outside of her advisory role, Evelyn serves as a CPA and Tax Principal in EisnerAmper’s tax practice. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach with approximately 63 advisors managing around $5 billion in assets, emphasizing asset allocation and diversification through both discretionary and non-discretionary management.

Joseph Chrisman is a CFA® charterholder with 15 years of industry experience. He has been with Monograph Wealth Advisors, LLC since 2015. Outside of his advisory role, he contributes to Libretto, LLC by providing software and strategy improvements for a financial planning platform. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients with investment advisory, wealth planning, pension consulting, and philanthropic services. The firm emphasizes bespoke Investment Policy Statements and an asset-allocation-focused process, implementing strategies through in-house management and selected sub-advisors while offering comprehensive foundation support.

Marcus Gunawan is a CFP® with 24 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 2018. He previously worked at Foresters Equity Services, Inc. from 2016 to 2018. Outside of his advisory role, Gunawan is vice president of First Street Advisors, where he is involved in insurance services and employee benefits consulting. Packerland Brokerage Services, Inc. supports individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm provides a range of financial planning and portfolio management services, leveraging both direct management and third-party money managers through an extensive advisor network.

Julie Broady is a financial advisor at Kingswood Wealth Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Kingswood since 2022, including a prior role at National Securities Corporation from 2014 to 2022. Broady serves on the board of directors for Project ECHO, a nonprofit focused on entrepreneurial concepts for youth. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering services such as portfolio management, financial planning, ERISA plan advisory, and consulting. The firm employs an open-architecture platform, frequently uses third-party managers, and integrates with affiliated financial entities to support insurance-linked account management.

Miguel Hernandez is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with Fusion Capital Management since 2018 and has additional experience in insurance and real estate-related independent sales and marketing roles. Outside of advisory services, he is also a notary public and occasionally works as a DJ. Coppell Advisory Solutions operates through Fusion Investment Advisors, providing discretionary portfolio management and financial planning to individuals, institutions, and charitable organizations. The firm employs an open-architecture platform with both fundamental and technical analysis, utilizing a wide range of investment tools and continuous portfolio monitoring.

Lorraine Bishop is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and bringing 25 years of industry experience. She has worked with ChangePath, LLC, Sorrento Pacific Financial, LLC, and Partnervest Advisory Services LLC, and maintains a legal practice as a partner at Bishop and Bishop. In addition to her advisory work, she serves as an adjunct instructor at Glendale Community College, teaching business law and international marketing. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, and option-based strategies to manage client portfolios.

Kristy Haley is a financial advisor with Avantax Planning Partners, Inc., holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Her career includes roles at Cetera Planning Partners, Tower Square Investment Management, and multiple Cetera entities. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm primarily operates through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients.

Barry Simon is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and over 42 years of industry experience. He has been with Wedbush Securities since 2001 and has pursued acting since 1989. Wedbush Securities serves individual, high-net-worth, and institutional clients, offering a range of services including portfolio management, wealth management, fixed income, commodities, and institutional research through its dual role as both an investment adviser and broker-dealer.