Julie Yoon is a CFP® at Westmount Partners, LLC with three years of industry experience. She previously worked at Carnegie Investment Counsel and Laurel Grove Capital before joining Westmount Asset Management in 2020. Westmount Partners, LLC provides investment advisory and portfolio management services to a range of individual and institutional clients. The firm constructs portfolios primarily using mutual funds and managed strategies, while also sourcing and diligencing private and interval funds for alternative exposure.

Anthony Amaradio is a financial advisor at SEIA with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Select Portfolio Management, Inc. from 1997 to 2025, and at SELECT Money Management, Inc. since 2010. Outside of investment advising, he is involved with Faithful With Finances, Inc., a venture focused on publishing financial curriculum for churches and promoting the book "Faithful With Much" through speaking engagements. SEIA is a multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm employs a combination of strategic and tactical asset allocation, quantitative and qualitative security selection, and offers a range of portfolio management and financial planning services.

Jonathan Nicolas is a financial advisor at SEIA with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, Inc. and Signator Investors Inc. He also holds an insurance license and is involved in insurance sales and service alongside his advisory duties. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services, combining strategic and tactical investment approaches through a structured investment process.

Kevin Luu is a financial advisor with Lifeworks Advisors, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Lifeworks Advisors since 2023, previously serving at Bright Advisers and Pih Investments. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management through a mix of planning-based and risk-based investment approaches. The firm integrates tax and accounting services and uses a proprietary client portal and advanced analytic tools to support its advisory process.

Ramon Ramos is a CFP®-certified financial advisor at RBC Securities, Inc. with two years of industry experience. He has worked at several firms, including LPL Financial and California Capital Management. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program, delegating investment management to its affiliated sub-advisor, RBC Rochdale. The firm is part of a broad financial services group affiliated with a bank, offering integrated services across trust, municipal advisory, and brokerage businesses.

Semir Amin is a financial advisor at SEIA with 38 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Securities Equity Group and Select Portfolio Management, Inc. He is currently affiliated with SEIA, a multi-team advisory firm based in Los Angeles. SEIA serves roughly 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm combines strategic asset allocation with tactical adjustments and offers both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting services.

Vibhore Bhaskar is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. He has been with City National Bank since 2007. Outside of his advisory work, he owns and manages rental properties through his single-member LLC. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans, utilizing a wrap-fee investment advisory program with portfolio management delegated to an affiliated sub-advisor. The firm is distinguished by its integration within a broad financial services group affiliated with a bank and related entities.

Andrew Douille is a Series 65-licensed financial advisor with Mariner Independent, based in Westlake Village, CA, and has two years of industry experience. His work history includes roles at AdvicePeriod and Investment Operation Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party managers, and retirement plan services, supported by institutional resources and affiliated investment relationships.

John Frye is a CFA® charterholder with 23 years of industry experience. He has worked at Carnegie Investment Counsel since 2021 and was previously with Crane Asset Management, LLC for 18 years. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including high net worth individuals, pension plans, nonprofits, corporations, and government entities. The firm employs a variety of analytical approaches and may use both long- and short-term trading strategies, options, and margin when appropriate, emphasizing alignment with client goals through written investment policy statements and ongoing monitoring.

Monica Baier is a CFA® charterholder with five years of industry experience. She is currently with Everett Harris & Co., where she has worked since 2008. Everett Harris & Co. provides discretionary and non-discretionary investment management services to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs a fundamental analysis and buy-and-hold approach, managing a diverse portfolio that includes U.S. and foreign equities, fixed income, commodities, and options.

Marjan Shokri is a financial advisor with RBC Securities, Inc. based in Beverly Hills, CA. He holds a Series 66 designation and has 25 years of industry experience. Since 2012, he has worked at City National Bank. 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 is affiliated with a broad financial services group that includes banking, trust, and municipal advisory activities, offering integrated financial solutions.

Katelyn Watts is a financial advisor at Halbert Hargrove with three years of industry experience. She holds a Series 65 designation and has been with Halbert Hargrove since 2020. Prior to joining the firm, she worked at Stich and Feather Inc. and completed her studies at California State University, Long Beach. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, employing a research-driven investment process vetted by an Investment Committee.

Jacob Cooper is a CFP® professional with 11 years of industry experience. He is currently an advisor at SEIA, having previously worked at UBS Financial Services Inc. for nine years. Outside of his advisory role, Cooper is involved in residential property acquisition and management as a partner in a rental property business. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a six-step investment process combining strategic asset allocation with tactical adjustments and offers a broad range of portfolio management and financial planning services.

Gary Mccarver is a CFP® with 26 years of industry experience currently affiliated with SEIA. His prior roles include positions at Securities Equity Group, Select Portfolio Management, Inc., and Royal American Financial Advisors. Outside of his advisory work, he is involved in financial planning and insurance marketing through independent ventures and has experience in website design and as a published playwright, author, and director. SEIA is an SEC-registered multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a combined strategic and tactical investment approach managed by an Investment Solutions Group and Investment Committee, offering a range of portfolio management and financial planning services with an emphasis on non-discretionary management.

Kyle McPherson is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He is currently affiliated with SEIA and has prior experience at firms including Canterbury Consulting and Deutsche Bank. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a structured investment process combining strategic asset allocation with tactical adjustments and offers a range of portfolio management and financial planning services.

Peter Sentance is a ChFC® credentialed financial advisor at ON Investment Management CO with 44 years of industry experience. His prior roles include positions at Ohio National Financial Services, Cambridge Investment Research Advisors, and Pacific Mutual Life Insurance Co. He serves as Chair of the board for Southern California Jr. Cricket in America, a nonprofit focused on charity fundraising. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of modular financial plans and access to third-party investment programs, operating with a dual-registration model that combines advisory and broker-dealer services.

Briana Bowker is a CFP® professional with eight years of industry experience, currently serving at Signature Investment Advisors, LLC. Her prior roles include positions at Royal Alliance Associates, Pettinelli Financial Partners, and Steve and Kate's Camp. She holds a Series 66 license. Signature Investment Advisors provides investment management services to individuals, high-net-worth clients, trusts, and institutional plans through a variety of branded programs. The firm’s investment approach combines strategic macro and tactical micro asset allocation guided by a dedicated research group and an Investment Committee, with offerings that include discretionary and non-discretionary strategies as well as ancillary services like cash management solutions.

Alexander Yaftali is a CFA® charterholder with four years of industry experience, currently advising at Monograph Wealth Advisors, LLC in Manhattan Beach, CA. He has been with Monograph Wealth Advisors since 2015, holding various roles within the firm. Outside of his advisory work, he is a member of Libretto LLC, a financial planning software company. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, offering investment advisory services alongside wealth planning, pension consulting, and philanthropic services. The firm emphasizes bespoke investment policy statements, asset allocation, third-party sub-advisors, and access to alternative investments as part of its integrated wealth-management approach.

Christopher Werner is a financial advisor at Westmount Partners, LLC with 20 years of industry experience. He holds a Series 65 credential and worked at Westmount Asset Management from 2006 to 2011. Westmount Partners, LLC 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 specializes in constructing tailored portfolios using mutual funds and managed strategies, and is notable for its role as a private fund adviser and sub-advisor managing multi-manager private funds.

Maria Isabel Pedrosa is a financial advisor at Gesar Capital Management with 15 years of industry experience. She holds a Series 65 designation and has worked at Carnegie Investment Counsel from 2019 to 2024. She serves as Chair of the Investment Committee and a member of the Executive Committee for the Khyentse Foundation, a client of her firm. Gesar Capital Management provides discretionary portfolio management and hourly financial advisory services to individual investors, including high-net-worth clients, and charitable institutions. The firm’s investment approach is tailored to client risk profiles and includes due diligence on private funds and active management of foundation relationships.