David Levine is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Lincoln Investment and GLP Investment Services. Outside of advising, he supports his son’s eCommerce clothing business by assisting with its launch and management. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, with investment decisions driven by an in-house research team using proprietary screening processes and model portfolios.

Liselotte Richards is a financial advisor at SEIA with 10 years of industry experience. She holds a Series 66 designation and has worked at Royal Alliance Associates, INC., Sii, and Ses LLC. Richards also serves as an operations and compliance specialist at SEIA, a role she has held since 2014. 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 combines strategic macro asset allocation with tactical adjustments and employs both discretionary and predominantly non-discretionary investment management across multiple advisory programs.

Linda Yang is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Citizens Private Wealth. Her prior experience includes roles at JPMorgan Wealth Management and First Republic Investment Management. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer alongside tax, estate, and business consulting services.

Christopher Nowakowski is a financial advisor at Perennial Financial Services with 23 years of industry experience. He holds a Series 66 designation and has been with Perennial Financial Services since 2009, including his role at Perennial Investment Advisors LLC since 2017. Outside of advisory work, he is the founder and producer of Perennial Legacy Insurance Solutions, focusing on non-variable insurance products. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers fiduciary portfolio management tailored to client goals and risk tolerances, utilizing multiple platform relationships and combining ERISA retirement plan consulting with licensed insurance activities.

Benedict Mc Grath is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. He holds the Series 66 designation and has been in the industry since 2024. Prior to entering financial advisory, he worked in the hospitality sector at Truxton's American Bistro. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and public entities. The firm offers wealth management, financial planning, pension consulting, and ancillary services with an active investment approach that incorporates fundamental and technical analysis, tax-loss harvesting, and systematic rebalancing.

Rogelio Lopez is a Series 65-credentialed advisor at SteelPeak Wealth, LLC with seven years of industry experience. His prior work includes roles at Bank of America and Uber. Outside of his advisory work, he has served as a part-time driver for Lyft, Inc. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, and family offices. The firm offers financial planning, discretionary portfolio management, and alternative investment consulting, implementing strategies through proprietary and custom model portfolios overseen by an internal Institute of Portfolio Management & Economic Strategy.

Scott Schomer is a financial advisor with Integrity Advisory Solutions in El Segundo, CA, holding a Series 65 license and 10 years of industry experience. He has previously worked at Abundance Financial Coaching and Schomer Wealth Advisors, and he is also the principal attorney at Schomer Law Group, APC. Schomer serves as an adjunct professor of law at Loyola Law School, teaching a course on wills and trusts, and he is treasurer and board member of the nonprofit OPICA. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, using fundamental and technical analysis and a variety of asset allocation strategies combined with ongoing monitoring and annual client reviews.

Samuel Attianese is a financial advisor at Westmount Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Draper Dragon and Shop Meta prior to joining Westmount Partners. His background also includes roles outside finance, such as with Ultimate Fighting Championship and Lululemon Athletica, Inc. Westmount Partners provides discretionary portfolio management and financial planning to a diverse client base including high-net-worth individuals, pension plans, non-profits, and corporations. The firm manages approximately $5.2 billion and employs a portfolio construction approach focused on no-load mutual funds, pooled vehicles, and private investments for qualified investors.

Mia Samson is a financial advisor at Gerber Kawasaki Wealth & Investment Management with four years of industry experience. She holds a Series 65 designation and has worked at Gerber Kawasaki since 2019. Prior to joining the firm, she was affiliated with Loyola Marymount University. Gerber Kawasaki serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm offers wealth management, financial planning, and pension consulting services through an active management approach that incorporates fundamental and technical analysis, systematic rebalancing, and tax-loss harvesting.

Roger Wall Jr. is a financial advisor with Genter Capital Management in Los Angeles, CA, holding Series 65 and Series 63 credentials and seven years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and IMST Distributors, LLC. Genter Capital Management provides discretionary investment supervisory services to a diverse client base, including individual and institutional investors. The firm employs a multi-team approach combining fundamental and quantitative analysis across equity and fixed-income portfolios, and it serves as adviser to the Genter Capital Dividend Income Fund and as sub-advisor to several ETFs.

Charlie Deaver is a financial advisor at Sovran Advisors, LLC with one year of industry experience. He is also the owner and principal of Greyhawk Brokers LLC, a property and casualty and group benefit insurance firm. Prior to Sovran Advisors, he worked at Cornerstone Preferred Insurance for eight years. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering tailored portfolio management and financial planning solutions using a combination of advisor-managed and model portfolios.

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.

Efrain Borenstein is a financial advisor at Hilltop Securities Inc. with 36 years of industry experience. He has been with Hilltop Securities since 2008 and holds a Series 63 designation. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers a range of solutions including managed accounts, financial planning, retirement-plan advisory, and annuity-based services, supported by an open-architecture platform and affiliated banking and custody capabilities.

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.

Young Rah is a financial advisor at Concorde Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Prudential and Ameritas. Rah is also president of EMP Financial Network, Inc., where he manages office operations. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering a range of portfolio management and financial planning services. The firm builds customized portfolios using both proprietary and third-party model strategies and provides ERISA retirement-plan advisory services.

Jack Johnson is a financial advisor at Vanderbilt Advisory Services with 37 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wedbush Securities Inc. for eight years. Outside of his advisory role, he serves as a baseball umpire at the high school and college levels and is a board member at large for the San Gabriel Valley Umpire organization. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, with an investment process that integrates strategic asset allocation and multiple analysis methods.

Emily Benedetto is a Certified Financial Planner™ at Abacus Wealth Partners with eight years of industry experience. She has been with Abacus Wealth Partners since 2017 and previously worked at Pacific Ocean Pediatrics. Abacus Wealth Partners serves individuals, families, pension and profit-sharing plans, trusts, charitable organizations, and business entities with financial planning and investment management services. The firm employs an asset-class, passive-oriented investment approach, incorporating ESG screening when requested, and offers customized portfolios aligned with clients’ risk profiles and goals.

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.