Bei Wan is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Navy Federal in 2026, Bei worked at LPL Enterprise, Prudential Insurance Company of America, Guardian Life Insurance Company, and New York Life Insurance Company. Additionally, Bei holds a non-sponsored broker appointment with Guardian Insurance Company related to fixed products new business. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and maintains oversight of client suitability and manager selection.

Bryan Miranda is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 18 years of industry experience. He has worked at LPL Financial for nine years and has been with Gerber Kawasaki since 2010. In addition to his advisory role, he engages in insurance services and acts as a liaison between clients and the firm’s tax department. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations. The firm employs an active management approach, combining fundamental and technical analysis with strategies such as systematic rebalancing and tax-loss harvesting, and offers additional services including tax preparation and estate planning.

Zachary Alloway is a financial advisor at Halbert Hargrove with a Series 65 credential and one year of industry experience. His prior work includes roles at Buona Tavola and Cal Poly, San Luis Obispo. Halbert Hargrove Global Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, managing approximately $4.2 billion across a multi-advisor platform. The firm provides discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, utilizing a research-driven approach to build diversified portfolios across various asset classes.

Nicholas Licouris is a CFP® professional at Gerber Kawasaki Wealth & Investment Management with 12 years of industry experience. He has been with Gerber Kawasaki since 2014 and previously was associated with LPL Financial. Outside of his advisory role, he dedicates time to GK Tax and Accounting, acting as a liaison between clients and CPAs. Gerber Kawasaki serves a diverse client base including individual, institutional, and municipal clients, offering wealth management, financial planning, and access to alternative investments. The firm employs tailored portfolio strategies with active management techniques and also acts as sub-adviser to an actively managed growth-focused ETF.

John Esparza is a Series 65-licensed financial advisor at Halbert Hargrove with two years of industry experience. His background includes roles at the University of Arizona, Caci, and service in the California National Guard and United States Army. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions by providing discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative analysis to guide investment decisions across a range of asset types.

Samantha Garcia is a CFP® and holds a Series 65 license, with 12 years of industry experience. She has been with Halbert Hargrove since 2018 and previously worked at Asset Planning, Inc. from 2014 to 2018. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management combined with financial planning and retirement plan services, using a committee-based approach to construct diversified portfolios across various asset classes.

Matthew Oliveira is a financial advisor at Citizens Private Wealth with four years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets and De Sousa Contracting. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as a range of institutional clients. The firm offers discretionary and non-discretionary investment management with a focus on long-term asset allocation within an open-architecture framework, supported by its affiliation with Citizens Bank, N.A.

Heather Scully is a financial advisor at NWF Advisory Services Inc with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Royal Alliance Associates, Inc. and OSAIC. Scully also serves as chief compliance officer for NWF Advisory Services Inc. and NWF Advisory Group, overseeing compliance and regulatory matters. She markets herself as a financial professional under the DBA Artisan Capital Partners. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and employs an open-architecture wealth management platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing with access to tactical strategies and specialized advisory services.

Kyle Demshki is a Certified Financial Planner™ at SEIA with eight years of industry experience. He previously worked at Royal Alliance Associates, INC., SES LLC, SII, and Joel Isaacson & Co., LLC. Demshki has been associated with SEIA since 2017. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a team of over 130 advisors. The firm employs a client-driven investment process supported by research and offers a range of managed account programs and financial planning options.

Brandon Thuott is a financial advisor at Carnegie Investment Counsel with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Rnc Genter Capital Management and Telos Capital Management, Inc. Thuott is based in Los Angeles, CA. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, corporations, independent trust companies, government entities, and other investment advisers. The firm’s investment approach incorporates fundamental, technical, cyclical, charting, and ESG analysis and employs both long- and short-term trading strategies with discretionary and non-discretionary portfolio management options.

Brandon Schwartz is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Perennial Investment Advisors since 2017 and is also affiliated with LPL Financial. In addition to his advisory work, he operates Perennial Legacy Insurance Solutions, focusing on non-variable insurance. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, emphasizing individualized portfolio management through multiple platform relationships and integration of ERISA retirement plan consulting with licensed insurance activities.

Joseph Brandolino is a financial advisor at SteelPeak Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at All World Ventures and Tarantula Hill Brewing Co. SteelPeak Wealth, LLC serves a diverse range of clients including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategy consulting, and access to non-purpose loan solutions, utilizing proprietary model portfolios and conducting due diligence on private investments for accredited clients.

Winston Hau is a financial advisor at RBC Securities, Inc. He holds the Series 66 designation and has approximately three years of experience in the financial services industry, with prior roles at Mass Mutual Investors Services, Boiling Point Group, Inc., and PricewaterhouseCoopers, LLP. 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 integrates a broad range of financial services, including investment management by its affiliated sub-advisor RBC Rochdale, offering discretionary portfolio management with mutual funds, ETFs, SMAs, and individual securities.

Boris Castillo is a CFP® professional with 23 years of industry experience, currently affiliated with NWF Advisory Services Inc. His prior experience includes roles at OSAIC, The Ameriflex Group, Sagepoint Financial, Cuso Financial Services, Kinecta Financial & Insurance Services, and LPL Financial. He also operates a sole proprietorship presenting life insurance, annuity, and long-term care solutions and owns Amenity Wealth, a marketing DBA for advisory and insurance services. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of more than 100 advisors, primarily serving individual and high-net-worth clients. The firm employs a technology-driven, open-architecture platform to construct and manage portfolios using both discretionary and non-discretionary approaches.

Alex Kim is a financial advisor at Select Money Management, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at Royal Alliance and Payden & Rygel. Kim also serves as Chief Compliance Officer for SEIA LLC, overseeing RIA sales and service supervision. Select Money Management, Inc. provides advisory and portfolio management services to individuals, high-net-worth clients, businesses, retirement plans, trusts, foundations, and endowments, managing approximately $1.5 billion across about 825 client relationships. The firm employs a combination of fundamental and technical analysis with a proprietary tactical asset allocation approach and offers discretionary portfolio management along with third-party manager selection.

Gabriel Brenner is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has worked at Abacus Wealth Partners since 2014. Abacus Wealth Partners serves individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and investment management services. The firm employs a passive-oriented, asset-class investment approach, incorporates ESG screening when requested, and offers customized portfolio management tailored to clients’ risk profiles and goals.

Brian Johnson is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding a Series 66 designation with 12 years of industry experience. His prior work includes roles at Miracle Mile Advisors, LLC and TrustCore. 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, and charitable organizations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual stocks, and bonds, and manages approximately $6.7 billion in client assets as of the end of 2024.

Brooke Smith is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. Prior to joining 49 Financial, Brooke held roles in marketing and education, including positions at UPI Marketing, Inc., Santa Barbara City College, and the University of California, Santa Barbara. 49 Financial serves a diverse client base ranging from individuals to high-net-worth clients and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy based on Modern Portfolio Theory, utilizing proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

Robert Vetti is a CFP®-certified financial advisor at Gerber Kawasaki Wealth & Investment Management with five years of industry experience. He previously worked at AssetMark Brokerage, LLC and AssetMark Financial Holdings, Inc. He is based in Santa Monica, CA. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual households and institutional entities, offering wealth management, financial planning, pension consulting, and alternative investment access. The firm uses tailored portfolio strategies with active management techniques and supports a high client load through standardized programs and digital tools.

Kelli Kiemle is a financial advisor at Halbert Hargrove with 18 years of industry experience. She holds a Series 66 designation and has worked at Halbert Hargrove since 2012. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions with discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm uses a formal Investment Committee applying a documented analytical framework and combines qualitative and quantitative methods to manage portfolios using a range of investment vehicles.