Michael Rashtian is a financial advisor at SteelPeak Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at City National Rochdale, Bank of America, and the University of Southern California. SteelPeak Wealth, LLC serves a diverse client base that includes individual investors across wealth levels, pension and profit-sharing plans, trusts, charities, family offices, private funds, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, and access to alternative investment strategies through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Chase Mc Cormick is a financial advisor at Gerber Kawasaki Wealth & Investment Management with a Series 65 designation. He has been with Gerber Kawasaki since 2023 and has prior experience in various roles including at Plastic Trees Pictures and Papa Romano's Pizza. Outside of finance, he has been involved with McCormick Basketball Camp since 2012. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, and institutional clients. The firm employs an active management approach with fundamental and technical analysis, systematic rebalancing, and tax strategies while providing a range of wealth management and financial planning services.

James Berliner is a financial advisor at Westmount Partners, LLC with 35 years of industry experience. He has been with the firm since 1990, contributing over three decades to Westmount Asset Management in Los Angeles, CA. Westmount Partners, LLC provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion and utilizes a portfolio construction approach focused on no-load mutual funds, pooled vehicles, and alternative investments for qualified investors, while also serving as an adviser and sub-advisor to multiple pooled private funds.

Eric Nomura is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at City National Securities, Inc. and UnionBanc Investment Services. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, delivering financial planning, portfolio management, and ongoing reporting. The firm is affiliated with a broad financial services group including an affiliated sub-advisor, RBC Rochdale, which manages investment strategies and portfolio implementation.

Kyle Ray is a financial advisor with American Century Investments Private Client Group, Inc. He holds the CFP® designation and has 24 years of industry experience. His prior roles include positions at American Century Investment Services, Steel Peak Wealth Management, Mutual Securities, Argosy Wealth Management, Mercer Global Advisors, Lighthouse Financial Services, and JPMorgan Securities. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. Their approach utilizes model portfolios managed by in-house teams and focuses on clients meeting a modest relationship threshold, primarily investing in proprietary mutual funds and ETFs.

Kent Tanaka is a financial advisor with Perennial Financial Services, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LPL Financial, Lake Avenue Financial, and Integrated Wealth Concepts. Outside of advisory work, he is involved in a small retail business selling baby clothing and products. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides tailored portfolio management as a fiduciary, utilizing multiple platform relationships and integrating retirement plan consulting with insurance and brokerage services.

Jordan Grzesczyk is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with CGN Advisors, LLC and has held prior roles at Garrett Investment Advisors, Raymond James & Associates, Morgan Stanley, Bank of America, and Merrill Lynch. He is based in Santa Monica, CA. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and tax-aware investment vehicles, often collaborating with institutional third-party managers while maintaining fiduciary standards.

Harrison Gulla is a financial advisor with Wedbush Securities Inc. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Sotheby's International Realty, The Points Guy, and Marymount Manhattan College. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm operates multiple managed account and wrap fee programs alongside commission-based brokerage arrangements.

Dreux Mcnairy is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses with 62 years of industry experience. He has been with Wedbush Securities since 1988, totaling 38 years at the firm. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account structures. The firm combines broker-dealer functions with capital markets, clearing, custody, and prime services, supporting a range of managed account and commission-based brokerage programs.

Benjamin Dunbar is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management since 2014. Prior to his current role, he worked at LPL Financial from 2014 to 2019. He also acts as a liaison between clients and CPAs at GK Tax and Accounting, providing financial planning advice and client referrals. Gerber Kawasaki serves a diverse client base including individual, high-net-worth, and institutional clients, offering wealth management, financial planning, pension consulting, and alternative investment access. The firm employs tailored portfolio strategies with active management techniques and also serves as sub-adviser to an actively managed growth-focused ETF.

Jason Campbell is a financial advisor at Geneos Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for J.P. Morgan Securities and JPMorgan Chase Bank for ten years. Outside of his advisory role, he is the owner of Florentia Viridis, a holding company, and acts as an independent representative for fixed insurance sales with various carriers. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic strategies and discretionary trading authority, with customizable portfolios and access to third-party money managers.

James Biller is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, with 24 years of industry experience. He has been with Wedbush Securities since 2010 and holds Series 63 and Series 65 designations. Outside of his advisory role, he owns Biller Asset Management, an affiliated entity operating as a DBA for Wedbush Securities. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services. The firm combines broker-dealer, capital markets, and clearing functions, with a range of managed account solutions and other services across wealth management, fixed income, commodities, and securities lending.

Luis Strohmeier is a CFP® and ChFC® with 37 years of industry experience. He is currently with Octavia Wealth Advisors LLC in Los Angeles and has held roles at Purshe Kaplan Sterling Investments, Inc. and AXA Advisors, LLC. Outside of his advisory work, he serves as chairman of the board for a family business focused on emerging technology and biological energy research. Octavia Wealth Advisors is a multi-team firm managing approximately $2.15 billion for a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and municipal entities. The firm employs customized portfolios using proprietary models that incorporate low-cost ETFs, mutual funds, individual securities, and alternative investments, with a focus on long-term strategies and specialized retirement plan advisory services.

Rebecca Cameron is a financial advisor with NWF Advisory Services Inc, holding a Series 66 designation and 16 years of industry experience. She has worked with NWF Advisory Group since 2017 and previously with Whjr Associates from 2013 to 2017. Cameron also serves as a registered assistant for Artisan Capital Partners, a DBA under NWF Advisory Group. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that combines advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions with both strategic long-term and short-term tactical investment strategies.

Michael Wu is a CFA® charterholder with eight years of experience in the financial advisory industry. He has worked at Aspiriant, LLC since 2022 and previously held roles at Suntrust Advisory Services and GenSpring. Michael is based in Los Angeles, CA. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services. The firm’s investment approach uses customized asset allocation strategies supported by internal research and a variety of implementation options, including third-party managers and private investments.

Bryce Larson is a financial advisor at SVB Wealth with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles at SVB Wealth LLC, Silicon Valley Bank, and The Vanguard Group. He is also a vice president in PBWM Portfolio Management at SVB Wealth. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients by providing wealth and portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Margarita Perez is a financial advisor with RBC Securities, Inc. in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has previously worked at City National Securities, Inc., City National Securities, Cetera Advisor Networks LLC, and Financial Network Investment Corp. Outside of her advisory role, she is an assistant chef at a cooking school. 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 integrates investment management with a broad financial services group affiliated with a bank, offering discretionary portfolio management and financial planning.

Darlyn Orellana is a financial advisor with RBC Securities, Inc., holding Series 63 and Series 66 licenses and six years of industry experience. She previously worked at City National Securities, Inc., Wells Fargo Clearing Services LLC, and Wells Fargo Bank, N.A. 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 portfolio management and financial planning within a broad financial services group affiliated with a bank parent and related entities.

Ronald Reyes is a financial advisor at SEIA with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at Royal Alliance Associates, INC., Sii, and SES LLC. Reyes also serves as Vice President of Trading at SEIA, focusing on RIA sales and service. SEIA is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm offers investment management, financial planning, and consulting through a combination of discretionary and non-discretionary platforms, using a blend of quantitative and qualitative research guided by an in-house Investment Solutions Group and Investment Committee.

Brian Clauer is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Level Four Advisory Services since 2021 and has worked with Level Four Financial since 2010. Outside of his advisory work, he operates an e-commerce business specializing in vintage Alpine sports accessories and decorative items. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement plan consulting, and fiduciary services, often implementing client mandates through model portfolios and a range of wrap platforms or unaffiliated sub-advisors.