Daniel Gabler is a financial advisor at United Capital Financial Advisors with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley for over 10 years. He is based in Los Angeles, CA. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm also offers sub-advisory and consulting services and supports independent advisors through its technology platform, FinLife Partners.

Dimitri Krikelas is a financial advisor with Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation and 16 years of industry experience. He previously worked at Westmount Asset Management from 2010 to 2011. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, tailoring asset allocation primarily through mutual funds and managed strategies while offering access to private and interval funds. The firm manages multi-manager private funds and offers varied fee structures including performance-based fees for institutional investors.

Richard Friedland is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Threadline Wealth and has previously worked at Wells Fargo Investments and Wells Fargo Clearing. He holds Series 63 and Series 66 licenses. Threadline Wealth provides wealth management, financial planning, investment consulting, and portfolio management services to a diverse client base including individuals, families, business owners, and institutional clients. The firm manages portfolios using a core-and-satellite approach and incorporates strategies such as options-based hedging and tax-aware indexing.

Sean Sugrue is a financial advisor at Westmount Partners, LLC with a Series 65 credential and two years of industry experience. Prior to joining Westmount Partners, he worked at the University of Southern California for four years and at Salem High School for four years. Westmount Partners provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm primarily uses mutual funds and managed strategies, while also sourcing and diligencing private and interval funds for alternative exposure, and manages a series of multi-manager private funds.

Mackenzie Mccombs is a financial advisor at Perennial Financial Services with two years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Ford Financial Group. Outside of advisory roles, she is also employed as a paralegal at Ramsey Law and serves as a notary public. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and businesses. The firm offers fiduciary portfolio management with tailored allocations and utilizes multiple platform relationships and third-party managers to support its client solutions.

Alejandro Hirsch Marin is a financial advisor at Signature Investment Advisors, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Fidelity Investments, Charles Schwab, Transamerica Financial Advisors, and Prudential Financial. Signature Investment Advisors provides discretionary and non-discretionary investment management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other entities. The firm uses a research-driven approach combining strategic and tactical asset allocation, supported by multiple customizable model platforms and quarterly reporting.

Kyle Steckler is an Associate Advisor at SEIA with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Royal Alliance Associates and Centura Wealth Advisory. Steckler has also spent time in a non-advisory role at SES 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 employs a combination of strategic macro asset allocation and tactical adjustments supported by quantitative and qualitative research, offering both discretionary and predominantly non-discretionary investment management alongside comprehensive financial planning and consulting services.

Lynne Witmer is a financial advisor at Meridian Wealth Management, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked with firms including Southport Capital, Integrated Asset Management, and PNC Wealth Management. In addition to her advisory role, she is involved as an insurance producer with Meridian Insurance LLC, where she consults and sells annuities and life insurance. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering discretionary portfolio management, financial planning, and retirement-plan services. The firm emphasizes IPS-driven, tailored advice and manages most client relationships on a discretionary basis.

Daniel Genter Jr. is a financial advisor at Genter Capital Management in Los Angeles, CA, holding Series 63 and Series 65 credentials with 41 years of industry experience. He has been with Genter Capital Management since 1998 and also owns and operates Genter Airways and Falcon Air, providing aircraft services related to client business. Outside of his advisory role, he serves on the boards of several organizations, including Fix California, the USC Marshall School of Business Board of Leaders, and the California Highway Patrol 11-99 Foundation. Genter Capital Management provides discretionary investment supervisory services to a range of individual and institutional clients, managing equity and fixed-income portfolios. The firm employs a multi-team advisory approach combining fundamental and quantitative analysis and serves as adviser to the Genter Capital Dividend Income Fund and sub-advisor to several ETFs.

Rita Schwartz is a financial advisor with Siebert AdvisorNXT, LLC, holding a Series 63 designation and 45 years of industry experience. She has worked at Muriel Siebert & Co., LLC since 2019 and previously spent 11 years at Stockcross Financial Services, Inc. She works full time split between Muriel Siebert & Co., LLC and Siebert AdvisorNXT, LLC, both under common ownership. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm operates a web-based AdvisorNXT platform that uses Modern Portfolio Theory and a risk-tolerance questionnaire to build and rebalance ETF/ETN-based portfolios, combining automated MPT strategies with access to sub-advisers and specialized transition strategies.

Ryan Gunn is a CFP® professional at Wealthcare Advisory Partners LLC with 18 years of industry experience. He has held roles at Gunn Financial Associates, Royal Alliance, OSAIC, and American VA Loans. He is also involved in insurance services, providing consulting and selling life, long-term care, disability, and fixed annuity products. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary quantitative measures alongside fundamental and technical analysis to construct diversified, long-term portfolios.

Alan Gelb is a CFP® and Series 65-registered financial advisor with 22 years of industry experience. He is currently with Mariner Independent and has held prior roles at AdvicePeriod, LLC, Wescap Management Group, Inc., Foster Investment Consulting LLC, and AMI Asset Management Corp. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of over 100 investment adviser representatives using both model and customized discretionary portfolios.

Diego Guerrero is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at IEQ Capital, LLC and UBS. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, and business consulting services. The firm emphasizes diversified, risk-managed portfolios guided by modern portfolio principles and is notable for its direct involvement with pooled investment vehicles and private funds.

Stephanie Perkins is a financial advisor at SEIA with 14 years of industry experience. She holds the Series 66 designation and has worked at SES Inc., Royal Alliance Associates, INC., and Jhfn Sii. Perkins also serves as a Client Service Manager at SEIA LLC. 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 guided by an Investment Solutions Group and Investment Committee, offering both discretionary and predominantly non-discretionary investment management along with modular and comprehensive financial planning.

Stacy Sternportman is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA. She holds a Series 63 designation and has 40 years of industry experience, including 18 years with Hilltop Securities since 2008. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering a range of advisory and broker-dealer services including managed accounts, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities with an open-architecture platform that incorporates third-party managers alongside firm-sponsored strategies.

Paul Okawa is a CFA® charterholder with 30 years of industry experience. He is currently with Modern Wealth Management, LLC and has previously worked at M. S. Howells & Co., Independent Financial Group, Quantitative Strategies, and Planned Asset Management. Additionally, he holds a license as a life and health insurance agent. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets and serving individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized Investment Committee and offers services including discretionary and non-discretionary investment management, financial planning, and tax, estate, and insurance-related services through affiliated entities.

Alecsander Zari is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Dynamic and previously worked at Steel Peak Wealth Management, Uber, and Wokcanos. His outside activities include offering insurance products through his business in California. Dynamic serves a wide range of clients, including individuals, trusts, estates, and businesses, providing portfolio management, financial planning, and retirement plan services. The firm emphasizes a client-specific investment approach and offers extensive support to other advisers through technology, compliance, and research resources.

Eddie Rivera is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Mutual Advisors and Mutual Securities since 2015 and previously spent a decade at Planmember Securities Corporation. Outside of his advisory work, Rivera serves as an assistant coach for a youth soccer team in a local nonprofit organization. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion across 154 advisors. The firm offers a range of advisory services, utilizing both active and passive strategies tailored to clients' objectives, and is notable for its institutional scale and specialized client types such as sovereign wealth funds.

Samuel Miller is a CFP® and CFA® with 17 years of experience in the financial services industry. He is currently an Executive Vice President of Investment Strategy at SEIA, where he manages the Research Department. Prior to SEIA, he held positions at SES Inc., Royal Alliance Associates, INC., Sii, and United Capital Financial Advisers, LLC. Miller serves as a volunteer member of the Foundation Investment Committee at Vanguard University. 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’s investment approach combines strategic macro asset allocation with tactical adjustments using quantitative and qualitative research, with a focus on predominantly non-discretionary management.

Sarah Chhotani is a Series 65-licensed financial advisor at Westmount Partners, LLC with two years of industry experience. Her prior roles include positions at Merrill Lynch and USC Dornsife Office of Administration and Finance. Westmount Partners provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm constructs portfolios primarily with mutual funds and managed strategies, incorporating alternative investments through private and interval funds, and manages a series of multi-manager private funds.