Timothy Demshki is a financial advisor at Genter Capital Management in Los Angeles, CA, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Quasar Distributors, LLC since 2001. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, institutions, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, manages a registered fund and multiple ETFs, and oversees $7.1 billion in assets as of the end of 2024.

Olivia Di Napoli is a financial advisor at Westmount Partners, LLC with one year of industry experience. She holds a Series 66 credential and has worked previously at firms including 1st Century Bank, Bank of America, Merrill, JPMorgan Chase, and First Republic Bank. Westmount Partners provides investment advisory and discretionary portfolio management services to a range of individual and institutional clients. The firm emphasizes tailored asset allocation through mutual funds and managed strategies and is notable for managing multi-manager private funds and acting as a private fund adviser and sub-advisor.

Zachary Bainter is a CFP®-certified financial advisor with 16 years of industry experience, currently with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. He previously worked at LPL Financial LLC from 2012 to 2020. In addition to his advisory role, Mr. Bainter is a part-owner of Gerber Kawasaki Insurance Services and serves on the Board of Directors of Fund GP, a private equity fund. 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 and active management techniques, and also acts as sub-adviser to the AdvisorShares Gerber Kawasaki ETF.

Yevgeniy Lev is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Royal Alliance Associates, LPL Financial, and Global Retirement Partners. Outside of advisory work, he is a member of TML Advisors, where he reviews books and minutes for the LLC. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, relying on both discretionary and predominantly non-discretionary management styles.

Edward Mobbs is a financial advisor at Americana Partners, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at firms including RBC Capital Markets and City National Bank. Outside of his advisory role, Mobbs is also licensed as an insurance agent and provides insurance and annuities recommendations in California. Americana Partners offers financial planning, consulting, discretionary investment, and wealth management services to individuals, corporations, trusts, estates, and charitable organizations, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios through ongoing consultations and discretionary management, utilizing a wide range of investment vehicles and alternative strategies tailored to client needs.

Laura Leach is a financial advisor with The AmeriFlex Group in Westlake Village, CA, holding a Series 66 designation and seven years of industry experience. Her work history includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Financial Transition Partners. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary manager relationships, and multiple wrap program options.

Glen Chester is a CFP® with 30 years of industry experience, currently serving as an advisor at Secure Asset Management, L.L.C. He has previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for nine years and has operated his own consulting business, Glen Chester & Associates, since 1994. Outside of financial advising, he provides consulting services on non-investment issues and computer/software matters. Secure Asset Management, L.L.C. serves individual clients, including non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a variety of investment strategies guided by written policies, using fundamental, technical, and cyclical analysis, and often incorporates third-party money managers and held-away account management.

Joseph Ganoe is a financial advisor at Composition Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at RBC Capital Markets, LPL Financial, The Prudential Insurance Company of America, and Pruco Securities LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm follows a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and occasional alternative investments, while offering fiduciary retirement plan services and managing approximately $9.47 billion in discretionary assets.

Devin Cruise is a financial advisor at Aspiriant, LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Aspiriant since 2016 in various roles. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside comprehensive wealth planning and family office services. The firm employs customized investment strategies based on internal Capital Market Expectations and offers a broad range of implementation options, including third-party managers, ETFs, private investments, and mutual funds.

Jorge Meza Jr. is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked with Meza Wealth Management, Cetera Wealth Services, and HBW Securities LLC, among others. Meza is also involved as a board member of the Santa Clarita Business Group, a local networking organization. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, and institutional clients. The firm employs a blended investment approach using third-party money managers and sub-advisers, and offers a range of services including sub-advisory and wrap-fee portfolio options.

David Layten is a financial advisor with Signature Investment Advisors, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at several firms, including Royal Alliance and The Ayco Company, L.P./Mercer Allied. Layten also serves as an Associate Relationship Manager at SIA, LLC, where he is involved in RIA sales and service. Signature Investment Advisors provides investment management to individuals, high-net-worth clients, trusts, and institutions through various branded programs. The firm applies a research-driven investment process combining strategic and tactical asset allocation and offers both discretionary and non-discretionary solutions.

Michael Cannone is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 15 years of industry experience. His prior work includes a role at Westmount Asset Management. Westmount Partners provides investment advisory and discretionary portfolio management services to a diverse client base including individuals, institutions, non-profits, and corporations. The firm constructs tailored portfolios primarily using mutual funds and managed strategies while incorporating private and interval funds for alternative exposure, and manages multiple multi-manager private funds launched since 2019.

Jamilah Mc Cluney is a financial advisor with Brookwood Investment Group in Northridge, CA, holding a Series 65 credential and four years of industry experience. Her prior roles include positions at Redwood Private Wealth LLC and Blue Ocean Capital Management, among others. She has been involved with Black Wealth Financial, LLC since 2021 and operates her own advisory practice since 2017. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies tailored to client objectives and offers both discretionary and non-discretionary management while maintaining multiple affiliated businesses and platform relationships.

Morgan Jul is a financial advisor at Morton Wealth with one year of industry experience. He holds the Series 65 designation and has held prior roles at BBC Worldwide Productions, United Spirit Association, Deeper Than Money, and NBCUniversal. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, and consulting services. The firm applies modern portfolio principles with an emphasis on diversification and risk management, and it is notable for its involvement with pooled investment vehicles and private fund opportunities.

Jodi Johnston is a financial advisor with NWF Advisory Services Inc. She holds Series 63 and Series 65 credentials and has 23 years of industry experience. Her prior work includes roles at Royal Alliance Associates, Ameriprise Financial Services, Waddell & Reed, and TD Ameritrade. She also serves as Vice President of Business Development for NWF Advisory Group and is involved in recruiting, business development, and compliance activities within the firm. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of more than 100 advisory representatives. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting through an open-architecture platform that employs risk-tolerance assessments and various portfolio management strategies.

Ethan Smith is a financial advisor at Perennial Financial Services with a Series 66 designation and one year of industry experience. Prior to joining Perennial Investment Advisors, he held roles at LPL Financial, Johanson Transportation Services, and Grand Canyon University. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting for individual clients, trusts, pensions, and corporate accounts. The firm combines discretionary portfolio management and standalone planning services, utilizing both traditional and technological tools, including AI, to tailor and monitor portfolios according to client goals and risk tolerance.

Matthew Steiger is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at City National Securities and Convergent Wealth Advisors, LLC. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm delegates investment management to an affiliated sub-advisor and is affiliated with a broader financial services group that includes banking, trust, and municipal advisory services.

Jo Anne Jessee is a financial advisor at Abacus Wealth Partners with one year of industry experience. She holds the Series 66 designation and has worked at several firms including The Leaders Group Inc and Cetera. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, institutions, and charitable organizations. The firm employs an asset-class investing approach with a focus on passive and fundamental analysis, integrating ESG screening and private pooled vehicles into client portfolios.

Shehab Mohammad is a financial advisor with NWF Advisory Services Inc in Los Angeles, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with NWF Advisory Services since 2007 and has a longstanding affiliation with Royal Alliance Associates, Inc. since 1994. Mohammad serves on the board of the Optimist Youth Home, a nonprofit organization. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and offers a range of investment programs, including advisor-managed portfolios and third-party model portfolios, focusing mainly on strategic long-term investing within an open-architecture wealth management platform.

John Van Dalsem is a financial advisor at SEIA with three years of industry experience and holds a Series 66 designation. His work history includes roles at SES LLC, Royal Alliance Associates, and Signature Estate and Investment Advisors. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of around 140 advisors. The firm offers investment management, financial planning, and consulting services, utilizing a combination of strategic asset allocation and tactical adjustments guided by in-house research and an investment committee.