Olivia La Qua is a financial advisor at Genter Advisors LLC with two years of industry experience. She holds a Series 65 designation and has worked at Genter Capital Management since 2022. Prior to her current role, she held positions at Geico and the San Diego Workforce Partnership. Genter Advisors LLC provides investment supervisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $163 million in discretionary assets and employs a combination of fundamental and cyclical analysis to select pooled investment vehicles, offering both pooled mutual fund and ETF strategies as well as separate account management.

Bradley Harris is a financial advisor with Perennial Financial Services in Los Angeles, holding a Series 66 license and 19 years of industry experience. He has been with Perennial since 2017 and has worked with LPL Financial since 2007. Outside of his advisory work, he is an NBA season ticket holder and occasionally sells tickets at fair market value. 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 according to client goals and risk tolerances.

Vered Justin is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked at Legend Equities Corporation for 23 years before joining Lincoln Investment, where she has been since 2017. Justin is also the president of a consulting business and sells health and life insurance. Capital Analysts serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations, providing discretionary and non-discretionary portfolio management through various programs. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary fund screening, with advisory support tailored to client needs.

Craig Pierce is a financial advisor at SEIA with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Trust Portfolios L.P. for over two decades. He is also a Business Development Officer at SEIA, involved in RIA sales and service. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, utilizing both discretionary and non-discretionary models with an investment process supported by an in-house Investment Solutions Group and Investment Committee.

Samantha Park is a financial advisor at Aspiriant, LLC with 17 years of industry experience. She holds a Series 65 designation and has been with Aspiriant since 2008. Based in Los Angeles, CA, her practice focuses on serving high-net-worth individuals and families through comprehensive wealth management. Aspiriant serves primarily high-net-worth clients, professional fiduciaries, and select institutional and retirement plan clients, offering discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services. The firm employs customized investment strategies using a variety of implementation options and provides expanded family office capabilities, including accounting and banking support.

Bryant Saydah is a CFP®-certified financial advisor with over 30 years of industry experience. He is currently with RBC Securities, Inc. and has held prior roles at City National Securities, Inc. and JPMorgan Chase Bank. 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 investment management with a broad financial services group affiliated with a bank parent and related entities, offering clients access to diversified advisory and trading services.

Denney Domantay is a financial advisor with MissionSquare Retirement who holds Series 63 and Series 66 licenses and has 24 years of industry experience. His career includes roles at Bank of America, Merrill, Sotheby's International Realty, and Ameriprise Financial Services. He also serves as a practice consultant and treasurer for a family-owned medical practice. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services. The firm’s Guided Pathways Advisory Services use model portfolios developed by Morningstar Investment Management and support over 40,000 participants through a multi-team advisory structure.

Claire Hauck is a CFA® charterholder with 10 years of industry experience. She is currently with SEIA and has previously worked at Lazard Asset Management LLC and Lazard Asset Management Securities LLC for 11 years. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset allocation with tactical adjustments using both quantitative and qualitative research, offering predominantly non-discretionary investment management alongside financial planning and consulting services.

Lawrence Brown is a financial advisor at Wedbush Securities Inc. with 44 years of industry experience. He has been with Wedbush Morgan Securities since 2002. He holds a Series 63 designation. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services, managing approximately $5.68 billion in regulatory assets.

Michael Krmpotich is a financial advisor at Wedbush Securities Inc. with 50 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co. Inc. from 2013 to 2019. He is also president of MK Wealth Management LLC, a related investment business. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors. The firm offers a range of brokerage and SEC-registered advisory services, combining capital markets, clearing, and prime services with managed account solutions.

Daniel Tang is a CFP® with four years of industry experience, currently serving as a financial advisor at Composition Wealth, LLC since 2022. His prior experience includes roles at Karp Capital Management Corporation and UBS Financial Services Inc. Tang holds a Series 65 license and is based in Los Angeles, CA. 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, and charitable organizations. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments, and manages approximately $9.47 billion in discretionary assets as of year-end 2025.

Jobani Sanabria is a financial advisor at Alexander Capital Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Outside of advisory work, he is involved as an insurance agent selling annuities and life insurance. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through discretionary and non-discretionary wrap-fee accounts. The firm uses a combination of cyclical, technical, and fundamental analysis alongside due diligence and employs both long- and short-term trading strategies.

Hannah Adams is a financial advisor at SEIA with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at New York Life Investments for four years, with additional roles at Bank of America, Star Mountain Capital, and The Rohatyn Group. Outside of advising, she has experience in the modeling industry with LA Models/STATE Model Management. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, primarily managing assets on a non-discretionary basis, supported by an in-house Investment Solutions Group and Investment Committee.

Mahshid Kamali is a financial advisor at SVB Wealth with Series 65 and Series 63 designations and two years of industry experience. She has worked at SVB Wealth since 2015 and is also a Client Service Specialist at First Citizens Bank & Trust, the parent company of SVB Wealth. SVB Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First Citizens Bank & Trust Company, with integrated banking, trust, and brokerage services.

Andrew Eismont is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 license and bringing 31 years of industry experience. He has worked at Wedbush Morgan Securities Inc. since 2007 and Brookstreet Securities since 1999. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

Brenda Chatman is a financial advisor at Abacus Wealth Partners in Santa Monica, CA, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Abacus Wealth Partners since 2014. Abacus Wealth Partners serves individuals, families, charitable organizations, and business entities with financial planning, consulting, and investment management services. The firm employs a passive-oriented, asset-class investment approach with fundamental manager analysis and ESG screening, and it offers additional services including held-away account management and cash management solutions.

Jonathan Loyhayem is a financial advisor at Gibbs Wealth Management, LLC in Santa Monica, CA, holding a Series 65 credential and with one year of industry experience. He has worked previously with Alevo Wealth Management and Alevo Financial & Insurance Agency, where he is also the owner of an insurance agency. Loyhayem serves as CEO of Jonathan & Ethan Inc., a real estate management company, and is involved in related business activities outside the investment advisory field. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

Morris Amiri is a financial advisor at Sowell Management with 17 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Sunset West Advisors and D A Investments. Outside of his advisory role, he owns GLC Management, a real estate company. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model of over 100 advisors. Its investment approach includes strategic and tactical allocation, individual equity selection, and customized portfolio design, utilizing mutual funds, ETFs, individual securities, and model portfolios such as the Sowell Visionary Allocation Strategies.

Elizabeth Margalis is a CFA® charterholder with six years of industry experience. She has been with Everett Harris & Co. in Los Angeles since 2010, where she is part of a team of ten advisors. Everett Harris & Co. is an employee-owned firm founded in 1937 that provides discretionary and non-discretionary investment management to a diverse client base including individuals, corporations, pension plans, and charitable institutions. The firm emphasizes fundamental analysis and a buy-and-hold investment approach, managing over $11 billion in assets across approximately 718 client relationships.

James Ward is a CFA® charterholder with 28 years of industry experience, currently serving as an advisor at Everett Harris & Co., where he has worked since 1982. He is also a general partner of Rainbow Capital Management, LLC, providing investment management services to a private investment fund, the Rainbow Fund, LP. Everett Harris & Co. offers discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold strategy across a diversified range of asset classes, supported by regular investment team meetings and tailored portfolio adjustments.