Jacob Kok is an advisor at Signature Investment Advisors, LLC in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. Prior to joining the firm, he was employed at SES LLC and SIA LLC, following time as a student. Signature Investment Advisors provides investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions through various branded programs. The firm combines strategic macro asset allocation with tactical micro allocation, utilizing both discretionary and non-discretionary offerings supported by quantitative and qualitative research.

Ross Gerber is a financial advisor with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at LPL Financial LLC from 2012 to 2018 and has been with Gerber Kawasaki since 2010. Outside of advisory work, Gerber is involved in several ventures including co-founding Cocoon Music LLC, working as a consultant and speaker in expert networks, and holding minority ownership and advisory roles in various firms such as Roundhill Financial Inc. and House Hack LLC. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households and institutional entities, offering wealth management, financial planning, pension consulting, and ETF sub-advisory services. The firm employs tailored portfolio strategies with active management techniques and provides alternative investment access alongside digital tools and standardized programs.

Michael Masalehdani is a financial advisor at IHT Wealth Management LLC with 12 years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Merrill, and Dantes Outlook LLC. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO services, and access to third-party managers through a network of advisers who tailor portfolios using a blend of proprietary models and quantitative strategies.

Leonard Teplitsky is a financial advisor with Vanderbilt Advisory Services in Marina Del Ray, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Vanderbilt Securities, OSAIC, Northwestern Mutual, Eastward Capital Partners, and PNC Wealth Management. Outside of advisory work, he is involved in selling and servicing fixed insurance products. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm’s investment approach combines fundamental, technical, and charting analysis with strategic asset allocation and offers a range of discretionary and non-discretionary portfolio management options, supported by integrated retirement-plan and benefits services.

Michaela Hurtienne is a CFP® professional with seven years of industry experience, currently serving as an Associate Advisor at SEIA. Her prior experience includes roles at SES Inc., Royal Alliance, and Techstyle Fashion Group. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individual, trust, retirement plan, and institutional clients. The firm combines strategic asset allocation and tactical security selection through a structured investment process, offering a range of portfolio management and financial planning services with a focus on both discretionary and non-discretionary management.

Arielle Anderson is a financial advisor with Westmount Partners, LLC in Los Angeles, holding Series 63 and Series 65 designations and 18 years of industry experience. She has worked at Westmount Asset Management LLC since 2017 and previously held roles at VP Distributors LLC and Kayne Anderson Rudnick Investment Management. Westmount Partners, LLC provides investment advisory and portfolio management services to a range of individual and institutional clients. The firm constructs portfolios using mutual funds and managed strategies, incorporates alternative investments through private and interval funds, and manages multi-manager private funds with a unique fee structure that includes performance-based fees for institutional investors.

Kefira Bar Golani is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her career includes roles at City National Securities, Inc., Citigroup Global Markets Inc., and JP Morgan Securities LLC. Outside of her advisory work, she writes books and ghostwrites as a hobby and crochets accessories that she sometimes sells to friends. 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 its advisory services with a broad financial services group affiliated with a bank parent, offering delegated investment management through an affiliated sub-advisor and a range of custodial and cash-management features.

Aidan Flynn is a financial advisor at SEIA with a Series 66 designation and one year of industry experience. Prior to joining SEIA, he worked at Skechers USA and Skyhawk Sales Consultants Inc. from 2020 to 2026. 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 six-step investment process combining strategic asset allocation, tactical micro-allocation, and both quantitative and qualitative security selection, offering a range of managed portfolio and financial planning services.

Eyal Shmilovich is a financial advisor with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He worked at LPL Financial from 2012 to 2019 and has been with Gerber Kawasaki since 2010. He also serves as a liaison between clients and the firm's tax and accounting department, referring clients and providing financial planning advice. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations, offering wealth management, financial planning, and pension consulting. The firm employs an active management approach incorporating fundamental and technical analysis, systematic rebalancing, and tax-loss harvesting while providing both discretionary and non-discretionary portfolio management.

Vayle Floria is a financial advisor with NWF Advisory Services Inc in Orange, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Prior to joining NWF Advisory Services, Floria worked at Royal Alliance from 2017 and NATIONAL PLANNING CORPORATION from 2009. Outside of advisory work, Floria is involved in managing a real estate investment LLC and operates a fixed insurance sales business as a sole proprietor. NWF Advisory Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and utilizes an open-architecture wealth management platform combining advisor-managed and third-party model portfolios with strategic long-term and short-term investment approaches.

Eli Saldamando is a financial advisor at Composition Wealth, LLC, holding a Series 65 designation. He has been with Composition Wealth since 2024 and has prior experience at Pacific Investment Management Company and IEQ Capital. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented with individual securities and other investment vehicles, and manages approximately $9.47 billion in discretionary assets.

David Clark is a CFA® charterholder based in Los Angeles, CA, with 28 years of industry experience. He has been with Everett Harris & Co. since 1990. Everett Harris & Co. provides discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs a fundamental analysis and buy-and-hold approach, investing across U.S. and foreign equities, fixed income, commodities, and options, while tailoring portfolios to clients' tax situations and objectives.

Kinta Smith is a CFP® with 15 years of experience in the financial advisory industry. He is currently with Arete Wealth Advisors, LLC, where he has worked since 2018, and previously held positions at Larson Financial Group, LLC and Aspiriant, LLC. Outside of investment advice, he spends a small portion of his time functioning as an insurance agent. Arete Wealth Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm uses both advisor-driven and proprietary rule-based investment models and offers discretionary portfolio management along with third-party money manager access.

Steven Stalick is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at O'Donnell Financial Group, First Republic Investment Management, and PitchBook Data, Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, trusts, businesses, and charitable organizations. The firm follows a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets.

Natalie Glover is a financial advisor at Westmount Partners, LLC in Los Angeles, holding a Series 65 designation with two years of industry experience. She has been with Westmount Partners since 2019 following her time at Occidental College. Westmount Partners provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, and corporations. The firm employs a tailored asset allocation approach using mutual funds, managed strategies, and private funds, and is noted for its role as a private fund adviser and manager of pooled investment vehicles.

Michelle White is a financial advisor with Halbert Hargrove in Long Beach, CA, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has been with Halbert Hargrove since 1998. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary, fee-only investment management and financial planning through a multi-advisor platform, employing a research-driven Investment Committee to construct diversified portfolios across various asset classes.

Michael Van Kleeck is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at SES Inc., Royal Alliance Associates, SIA LLC, Seia LLC, Signator Investors, Equitable Advisors, Wamu Investments, and Waddell & Reed. Outside of advising, he serves as Senior Compliance Officer for SEIA LLC and SIA LLC. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional entities. The firm employs a strategic and tactical investment approach managed by an Investment Solutions Group and Committee, offering a range of services including portfolio management, financial planning, and retirement plan consulting.

Alex Zepkowski is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Kinetic Investment Management, Inc. in Los Angeles, CA. His prior experience includes roles at Ridgemont Capital, Shuster Advisory Group LLC, Uber, Wealthtech Partners LLC, Lake Avenue Financial, Integrated Wealth Concepts, LLC, and Stonnington Group, LLC. 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 combination of analytical methods and a primarily long-term trading approach, offering discretionary management and access to a broad range of asset types, including real estate and non-traded real estate investments.

Pamela Hausman is a CFP® professional with 38 years of industry experience, currently serving at Gradient Securities, LLC since 2012. She has operated the Hausman Insurance Agency since 1980, where she is president and involved in fixed annuities and insurance sales. Gradient Wealth Management provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a range of clients including individuals, pension plans, trusts, and corporations. The firm combines advisory and broker-dealer services, often using third-party managers and maintaining a non-discretionary investment approach.

Myles Pritchard is a financial advisor with Advisory Services Network in Los Angeles, CA, holding a Series 66 designation and 28 years of industry experience. He has been with Advisory Services Network since 2016 and previously worked at Concert Wealth Management, Inc for four years. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers various portfolio management and consulting services, using a range of securities and third-party managers to align with clients’ objectives and risk tolerances.