Jeffrey Sinclair is a CFP® with six years of industry experience, currently serving at Perennial Investment Advisors, LLC. His prior experience includes six years at Edward Jones and two years at Lyft Inc. He has also worked with the San Jose Earthquakes LLC. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to individual clients, trusts, pensions, and corporate accounts. The firm integrates advanced technology, including AI tools, into its investment process and operates across multiple custodians and platforms.

Jonathan Ballenger is a financial advisor at NorthCoast Asset Management LLC in Los Angeles, CA. He holds Series 65 and Series 66 licenses and has recently begun his career in the industry. Prior to joining NorthCoast, he worked at Bluespring Wealth Partners for one year and spent 16 years at Morningstar. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process and offers a diverse range of strategies including equity and fixed income, options-defined outcomes, and alternative interval funds.

Daniel Kutsch is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Finley Golf Course, Blox LLC, and Greybox Investments, as well as periods as a full-time student. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual households, retirement plans, trusts, corporations, and governmental entities. The firm offers wealth management, financial planning, pension consulting, and related services, using an active management approach with both fundamental and technical analysis.

Kyle Clark is a financial advisor at Gerber Kawasaki Wealth & Investment Management with six years of industry experience. He holds a Series 65 designation and has been with Gerber Kawasaki since 2019. Prior to his advisory role, he was involved with Casetta Coffee, Casetta Group, and Montecito Venture Partners. He also serves as a liaison between clients and the firm’s tax and accounting department, referring clients and coordinating with CPAs. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies with ongoing monitoring and manages an actively managed ETF focused on growth stocks.

Taylor Richmond is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding a Series 66 designation and two years of industry experience. Prior to joining RBC, Richmond worked at City National Securities and CommonGood Securities, and manages an astrology consulting business called Astropolated Visions, LLC. 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’s investment management is delegated to RBC Rochdale, which constructs diversified portfolios and manages accounts on a discretionary, asset-based fee basis.

Celia Meagher is a financial advisor at Brighton Jones LLC in Los Angeles, CA, with 15 years of industry experience. She holds the CFP® and Series 66 designations and has worked previously at Morton Capital Management and Oppenheimer. Outside of her advisory role, she is the founder and owner of Hangurs LLC, a marketplace for moms. Brighton Jones serves high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive wealth-management services through a Personal CFO model and family office offerings. The firm combines discretionary and non-discretionary investment management with private-investment opportunities and offers administrative and legal support services through affiliated entities.

Ricky Ackerman is a CFP® professional with six years of industry experience, currently affiliated with Mutual Advisors, LLC. He has previously worked with California Retirement Advisors, where he accumulated ten years of experience. Mutual Advisors provides investment management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plan participants, and institutional investors such as sovereign wealth funds. The firm employs a combination of active and passive strategies and offers operational flexibility with approximately $8.5 billion in assets under management.

Theodore Saade is a senior partner at SEIA with 31 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior work history includes roles at SES LLC, Royal Alliance Associates, and Signator Investors. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset allocation and tactical adjustments driven by in-house research, offering both discretionary and predominately non-discretionary management.

Sarah Brace is a financial advisor at Ascentis Independent Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at ORG Partners, LLC, Purshe Kaplan Sterling Investments, WealthShield Partners, United Planners' Financial Services, and Bridge Advisory. Outside of her advisory role, she volunteers at Huntington Hospital’s gift shop and is a notary public. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, and incorporates third-party managers and alternative investments through discretionary sub-advisory and co-advisory arrangements.

Nathaniel Angelo is a financial advisor at Composition Wealth, LLC with 23 years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets and Columbia River Advisors LLC. Outside of advisory work, he is a capital contributor and member of Northshore Capital Investment LLC, a real estate investment group. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, supported by fundamental and technical analysis and an internal due-diligence process.

Priscilla Brehm is a ChFC® with 28 years of industry experience, currently serving as an advisor at Morton Wealth since 2014. She is based in Calabasas, CA. Morton Wealth is a multi-advisor SEC-registered firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm employs standardized investment strategies customized to client objectives, focusing on risk management and volatility reduction across a range of asset types.

Noah Boatright is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with NWF Advisory Services Inc and previously worked at OSAIC Wealth Inc and National Planning Corporation. Outside of his advisory role, he volunteers as a regional coach administrator for a youth soccer league. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily for individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm employs an open-architecture wealth management platform with a focus on strategic long-term investing alongside tactical strategies.

Robert Hunt is a financial advisor at Genter Capital Management with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Genter Capital Management since 2012 and IMST Distributors, LLC since 2013. He serves as Director for North Territory at Genter Capital Management, focusing on advisor relationship management. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, pension plans, foundations, and government entities. The firm manages both equity and fixed-income strategies, including municipal bonds, and advises the Genter Capital Dividend Income Fund as well as several ETFs.

Joseph Chrisman is a CFA® charterholder with 15 years of industry experience. He has been with Monograph Wealth Advisors, LLC since 2015. Outside of his advisory role, he contributes to Libretto, LLC by providing software and strategy improvements for a financial planning platform. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients with investment advisory, wealth planning, pension consulting, and philanthropic services. The firm emphasizes bespoke Investment Policy Statements and an asset-allocation-focused process, implementing strategies through in-house management and selected sub-advisors while offering comprehensive foundation support.

Steven Petrovich is a CFA® charterholder and holds a Series 66 designation, with nine years of industry experience. He is currently with Jefferies Investment Advisers LLC in Los Angeles, having joined the firm in 2025 after eight years at City National Rochdale. Prior to that, he was affiliated with the University of California Los Angeles. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad client base, including individuals, trusts, estates, and charitable organizations. The firm emphasizes a collaborative and customized planning process supported by third-party software and analytical tools, separate from implementation and transaction execution functions.

Julie Broady is a financial advisor at Kingswood Wealth Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Kingswood since 2022, including a prior role at National Securities Corporation from 2014 to 2022. Broady serves on the board of directors for Project ECHO, a nonprofit focused on entrepreneurial concepts for youth. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering services such as portfolio management, financial planning, ERISA plan advisory, and consulting. The firm employs an open-architecture platform, frequently uses third-party managers, and integrates with affiliated financial entities to support insurance-linked account management.

Elias Vera is a CFP®, CFA®, and Series 63-licensed financial advisor at Morton Wealth with 13 years of industry experience. He previously worked at Dowling & Yahnke, LLC for 12 years and CI Private Wealth, LLC for one year. Morton Wealth is a multi-advisor SEC-registered firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting services, implementing standardized strategies with customized portfolios focused on risk management and volatility reduction.

Betty Chin is a financial advisor with Perennial Financial Services in Brea, CA, holding a Series 66 designation and eight years of industry experience. She previously worked at Edward Jones for 14 years before joining Perennial Financial Services and LPL Financial in 2025. Perennial Financial Services provides investment advisory and consulting to individual clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolios and retirement plan solutions.

Kristy Haley is a financial advisor with Avantax Planning Partners, Inc., holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Her career includes roles at Cetera Planning Partners, Tower Square Investment Management, and multiple Cetera entities. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm primarily operates through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients.

Tab Artis is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and five years of industry experience. Prior to joining Integrity Advisory Solutions in 2025, he worked at LPL Financial from 2020 to 2025 and has operated The Artis Law Firm, APLC since 2018, where he provides legal services focused on estate planning, probate, and trust administration. In addition to his advisory role, he manages his law firm, integrating legal expertise with financial planning and estate objectives. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and uses a range of asset-allocation strategies alongside third-party platforms to tailor investment solutions.