Eddie Chan is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at LPL Financial and Ameriprise Financial Services. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities, providing discretionary asset management and financial planning tailored to client goals. The firm utilizes multiple platform relationships and combines retirement plan consulting with licensed insurance activities as part of its service offerings.

John Williams is a financial advisor at SEIA with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including SES LLC, Royal Alliance Associates, and Signator Investors. Williams also serves as a notary public. 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 offers investment management, financial planning, and consulting services, utilizing a combination of strategic macro asset allocation and tactical adjustments within both discretionary and primarily non-discretionary management models.

Darren Wald is a financial advisor at Citizens Private Wealth with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 17 years. Outside of his advisory role, he serves on the board of a local baseball league. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on tailored long-term asset allocation within an open-architecture framework, combining discretionary portfolio management with quantitative and qualitative research, and is affiliated with Citizens Bank, providing access to banking and lending products alongside advisory services.

Anthony Pizzo is a financial advisor at SEIA with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked with firms including Select Money Management, Inc., and Select Portfolio Management, Inc. Since 2025, he has served as a senior trader at SEIA. SEIA is a multi-team advisory firm with approximately 140 advisors, serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm employs a combination of strategic macro asset-allocation and tactical adjustments, emphasizing primarily non-discretionary investment management alongside discretionary offerings.

Matthew Iantosca is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management. He previously worked at LPL Financial LLC for nine years and has been with Gerber Kawasaki since 2010. In addition to his advisory role, he acts as a liaison between clients and CPAs at GK Tax and Accounting, providing financial planning advice and client referrals. Gerber Kawasaki Wealth & Investment Management serves a diverse client base that includes individual, institutional, and municipal clients. The firm offers tailored wealth management and financial planning services, employing strategies such as tax-loss harvesting and active stop-loss management, and also acts as a sub-adviser to the AdvisorShares Gerber Kawasaki ETF.

Richard Hansen is a CFP® and CFA® with 12 years of industry experience. He is currently affiliated with Mariner Independent and serves as Managing Director at RGH Wealth Advisors, LLC. Hansen is a member of the Board of Directors for the Spastic Children's Endowment Foundation, overseeing its investment endowment. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and discretionary management, supported by institutional affiliations and specialized resources for retirement plan sponsors and participants.

Jorge Ambriz is a financial advisor at Americana Partners, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Americana Partners in 2026, he worked at L&S Advisors, Inc. for nine years and had earlier roles at Charles Schwab and a brief unemployed period. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals, including high-net-worth and ultra-high-net-worth international clients, as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing client consultations and discretionary management, utilizing a broad range of investment vehicles and third-party managers.

Arynton Hardy is a financial advisor at Savvy with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Hardy Capital Investments, Bank of America, Merrill, and Axa Advisors. Outside of his advisory role, Hardy co-founded Nice Brew Co., LLC, a coffee and kombucha service, where he focuses on marketing and business strategy. Savvy provides customized discretionary and non-discretionary investment and wealth management to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a blend of index-based core strategies and tailored approaches, including direct indexing with tax-loss harvesting, and integrates technology platforms and third-party resources to deliver its services.

Malcolm Maclennan is a financial advisor with NFSG Corporation in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Newbridge Securities Corporation, FSC Securities Corp, and Oppenheimer. He is also involved in insurance sales as an agent. NFSG Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers customized portfolios using a blend of fundamental, technical, and cyclical analysis, often employing third-party asset managers and delivering services on both a discretionary and non-discretionary basis.

Craig Kelley is a CFP® professional affiliated with RBC Securities, Inc. in Los Angeles, CA, with 16 years of industry experience. He has been associated with City National Bank since 2000. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management from an affiliated sub-advisor and operates within a broad financial services group that includes banking, trust, and municipal advisory functions.

Jonathan Di Gerolamo is a financial advisor at Kinetic Investment Management, Inc. with a Series 65 designation and six years of industry experience, including prior roles at Finish Strong Financial Services and his family insurance business. He is based in Los Angeles, CA. 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 multi-method investment approach with a long-term focus and offers educational seminars for clients.

Jeffrey Zuanich is a financial advisor at SEIA with 19 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including Royal Alliance Associates and Signator Investors. He also holds a California insurance license in a non-producer capacity. 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. The firm offers investment management, financial planning, and consulting services, with an investment process that combines strategic asset allocation and tactical adjustments, primarily managing assets on a non-discretionary basis.

John Brouillard Jr. is a CFA® charterholder and holds a Series 66 license, with 15 years of industry experience. He is currently affiliated with RBC Securities, Inc. and has been with City National Securities, Inc. since 2015. Outside of his advisory role, he is involved with Summer Search, a charitable foundation, where he leads the planning committee for an annual golf and tennis fundraiser event. 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 investment management services with a broad financial services group affiliated with a bank parent, offering financial planning, portfolio management, and ongoing reporting to its clients.

Jennifer Kim is a CFP® with 33 years of experience in the financial industry. She is affiliated with SEIA and has held various roles at firms including Signator Investors, Royal Alliance Associates, and SES LLC. Kim is involved in several community organizations, serving on the finance committee of AVIVA, the Korean American Museum auxiliary board, and as president of the Harvard Westlake Korean American Parent Association. SEIA serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm’s investment process combines strategic asset allocation with tactical adjustments, and while it operates discretionary platforms, most assets are managed on a non-discretionary basis.

Paul Ryan is a financial advisor at Genter Capital Management with 23 years of industry experience. He holds the Series 66 designation and has been associated with RNC Capital Management LLC since 2001. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, managing over $7 billion in assets and serving more than 3,800 clients.

Ryan Applegate is a financial advisor with Carnegie Investment Counsel in Los Angeles, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Carnegie, he worked in the medical services field, including roles at Colchis Medical Services PC and David Lortscher MD PC. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm’s investment approach incorporates fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

Nicholas Anduze is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding a Series 65 credential with six years of industry experience. He previously worked at Neilson Financial Services and Ameriprise Financial Services, Inc. Outside of his advisory role, he serves as a liaison between clients and the CPA department at GK Tax and Accounting, where he refers clients and provides financial planning advice. Gerber Kawasaki Wealth & Investment Management serves a diverse client base that includes both individual and institutional investors. The firm employs tailored portfolio strategies with active management techniques and offers a range of services including wealth management, financial planning, pension consulting, and access to alternative investments.

Maddox De Nunzio is a financial advisor at Perennial Financial Services with a Series 66 designation and experience beginning in 2024. His prior roles include positions at LPL Financial and Asset Preservation Strategies, as well as teaching at Cal Poly San Luis Obispo. He also provides administrative support to Perennial Investment Advisors, LLC, an independent investment advisor firm. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolio allocations and retirement plan solutions.

Vito Roberto is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63, 65, and 66 licenses and has 21 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Prudential Insurance Company of America. In addition to his advisory work, Roberto is also licensed as an insurance agent, focusing on life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through platform relationships with Envestnet and Pershing, integrating broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

John Rasic is a CFP® with 10 years of industry experience, currently serving as an advisor at SEIA. His prior experience includes roles at SES LLC, Royal Alliance Associates, Inc., and Signator Investors Inc. He is also involved with Signature Estate & 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. The firm combines strategic macro asset allocation with tactical adjustments using quantitative and qualitative research and offers a mix of discretionary and non-discretionary investment management alongside comprehensive financial planning and consulting services.