Kimberly Nelson is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Coastal Bridge Advisors since 2019. She previously worked at Llbh Private Wealth Management for three years. In addition to her advisory role, she contributes articles on money and divorce to Forbes. Coastal Bridge Advisors offers financial planning and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans, employing a goal-based, fundamental analysis approach to construct diversified portfolios across various asset classes.

Michelle Nguyen is a CFP® with 11 years of industry experience, currently serving as a financial advisor at First Foundation Advisors since 2015. She holds the Series 63 designation and is based in Los Angeles, CA. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and is affiliated with its bank holding company FirstSun, integrating banking and financial product referrals with its advisory services.

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.

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.

Ilya Solovey is a financial advisor at SEIA with 20 years of industry experience. His career includes roles at SES Inc., Royal Alliance Associates, and Charles Schwab. He holds Series 63 and Series 66 licenses. In addition to advising, he works as a client service manager supporting operational functions within SEIA. SEIA serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable entities through a multi-team advisory platform of about 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments, emphasizing mostly non-discretionary management and offering various financial planning and consulting services.

Steven Schwary is a financial advisor at Wedbush Securities Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, and Citigroup Global Markets. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm’s offerings include wealth management, fixed income, commodities, securities lending, capital markets, and portfolio management tailored to client objectives and risk tolerances.

Deana Jackson is a financial advisor at Kinetic Investment Management, Inc. with over 18 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at 300 Financial Group and Open Financial Solution. She also provides annuities and life insurance products through 300 Financial Group. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities by offering portfolio management, financial planning, and sub-advisory services. The firm employs a long-term investment approach incorporating multiple analytical methods and may allocate portfolios to higher-risk, potentially illiquid investments when appropriate.

Christopher Stamos is a financial advisor at Prosperitas Financial, LLC with two years of industry experience. He holds a Series 65 designation and has owned and operated Stamos and Stamos, Certified Public Accountants, Inc. since 2004, where he provides accounting and tax services. In addition, he is an author and consultant offering coaching and an online course to assist clients in acquiring CPA firms and similar businesses. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients. The firm provides asset management, financial planning, retirement plan consulting, and financial institution consulting to individuals, trusts, pension plans, and businesses, using a range of investment vehicles and third-party money managers as appropriate.

Ricardo Gonzalez is a financial advisor at Mission Wealth Management, LP in Los Angeles, CA, with 17 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Gonzalez has worked at Mission Wealth Management since 2014 and concurrently with JHFN SII and Signature Estate & Investment Advisors, LLC since 2013. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients. The firm offers customized wealth management and financial planning services using a range of investment strategies including ETFs, institutional mutual funds, and alternative investments, with an emphasis on long-term portfolio management.

Evelyn Paul is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has been with Wedbush Securities since 2008. Wedbush Securities provides investment advisory and broker‑dealer services to a range of clients, including individual, high-net-worth, and institutional investors. The firm offers wealth management, fixed income, commodities, securities lending, capital markets, and prime services, with portfolio management tailored to client objectives and risk tolerances.

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.

Robert Friedman is a financial advisor at Wedbush Securities Inc. with 32 years of industry experience. He has worked at Wedbush Morgan Securities since 2009 and previously held positions at First Wall Street Corp. and Crowell, Weedon & Co. Outside of his advisory role, Friedman acts as a Medicare insurance agent with UnitedHealthcare. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers wealth management, fixed income, commodities, and capital markets services, along with discretionary and non-discretionary portfolio management tailored to client objectives and risk profiles.

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 roles include positions at Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm’s investment process combines strategic macro asset allocation with tactical adjustments and offers both discretionary and non-discretionary management, with a majority of assets managed non-discretionarily.

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 worked previously at Cresset Asset Management, Evoke Wealth, and First Republic Securities Company. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, providing investment advisory services along with wealth planning, pension consulting, and philanthropic services. The firm emphasizes bespoke investment policies and manages accounts using a range of strategies, including third-party sub-advisors and alternative investments.

Aaron Jett is a financial advisor at SEIA with 24 years of industry experience. He holds the CFP® and ChFC® designations and has worked with firms including MassMutual, New York Life, and Eagle Strategies. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers investment management, financial planning, and consulting services, with a focus on combining strategic asset allocation and tactical adjustments within both discretionary and non-discretionary investment models.

Eric Rosen is a financial advisor at SEIA with 12 years of industry experience and holds a Series 66 designation. He has worked at SES LLC, Royal Alliance Associates, INC., SIA LLC, and SII. Rosen also serves as Chief Growth and Strategy Officer and Chief Compliance Officer at SEIA and Signature Investment Advisors, LLC. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, utilizing a combination of strategic macro asset-allocation and tactical adjustments overseen by an in-house Investment Solutions Group and Investment Committee.

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.

James Berliner is a financial advisor at Westmount Partners, LLC with 36 years of industry experience. He has worked at Westmount Asset Management since 1990. Westmount Partners provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension and profit-sharing plans, non-profits, estates and trusts, corporations, and partnerships. The firm focuses on tailored asset allocation using mutual funds, managed strategies, and alternative investments such as private and interval funds, while also managing pooled investment vehicles and acting as a private fund adviser and sub-adviser.

Brian Tinker is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Ascentis Independent Advisors, LLC and has previously worked at firms including ORG Partners, Purshe Kaplan Sterling Investments, and United Planners' Financial Services. Outside of his advisory work, Tinker is involved in fundraising activities for American Martyrs grammar school and assists Medicare-eligible clients in selecting appropriate health coverage plans. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, and access to third-party managers and alternative investments.

Eric Nomura is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at City National Securities, Inc. and UnionBanc Investment Services. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, delivering financial planning, portfolio management, and ongoing reporting. The firm is affiliated with a broad financial services group including an affiliated sub-advisor, RBC Rochdale, which manages investment strategies and portfolio implementation.