Sharone Hakman is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at PKS Advisory Services and Purshe Kaplan Sterling Investments since 2012. Outside of his advisory role, Hakman is the CEO of CHEFHAK Inc., a food and grocery manufacturing company. PKS Advisory Services provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on risk tolerance, time horizon, and objectives using a blend of mutual funds, ETFs, independent managers, and securities.

Sean Kram is a financial advisor at Citizens Private Wealth in Los Angeles, CA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Securities Company, and Blue Ocean Companies. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework, combining discretionary portfolio management with quantitative and qualitative research, and benefits from its affiliation with Citizens Bank, N.A. and its suite of integrated financial services.

Joshua Woodard is a CFP® with 10 years of experience in the financial services industry. He is currently with SEIA and has previously worked at SES LLC, Royal Alliance Associates, and SII. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic asset allocation with tactical security selection through a structured investment process and offers a range of portfolio management and financial planning services.

Alireza Zamani is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, with 21 years of industry experience. He holds the Series 66 designation and previously worked at Purshe Kaplan Sterling Investments for six years. Outside of advising, he is a fixed insurance agent. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, private funds, and registered investment companies. The firm offers financial planning, portfolio management, alternative strategies, and access to private placements, employing proprietary and custom model portfolios monitored by its Institute of Portfolio Management & Economic Strategy.

Garrett Devine is a financial advisor at Belpointe Asset Management LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Belpointe since 2018, previously working at Kestra Financial Services. He serves as a board member of Los Angeles Community College. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of advisory relationships.

James Lull is an advisor with Signature Investment Advisors, LLC in Los Angeles, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at SLK Private Wealth and several basketball organizations, reflecting a diverse professional background. Signature Investment Advisors provides investment management to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions through multiple branded programs. The firm uses a research-driven approach combining strategic and tactical asset allocation and distributes its strategies through a Sponsor Firm model with a focus on portfolio management rather than standalone financial planning.

Tony Nguyen is a financial advisor at SEIA with 23 years of industry experience and a Series 66 designation. His prior roles include positions at SES Inc., Royal Alliance Associates, Sii, RBC Securities, Banc of America Investment Services, and Wells Fargo Investments. He also serves as a senior trader within SEIA. 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 disciplined investment process combining strategic asset allocation with tactical allocation and security selection, offering a range of portfolio management and financial planning services with a focus on both discretionary and non-discretionary strategies.

Michelle Katzen is a Certified Financial Planner (CFP®) with nine years of industry experience. She has worked at Ritholtz Wealth Management since 2023 and previously held roles at HCR Wealth Advisors and Ascendant Capital Management. Katzen is based in Manhattan Beach, California. Ritholtz Wealth Management serves individual and institutional clients, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $9.4 billion in assets and employs a goal-based investment process that emphasizes asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Chris Frantz is a financial advisor with CW Advisors, LLC in Torrance, CA, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Catalina Capital Group, Morgan Stanley, and Citigroup Global Markets. Outside of advising, he owns Frantz Holdings, a real estate investment and asset management business. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets for individuals, families, trusts, charitable organizations, and institutional clients. The firm employs a Core-and-Satellite investment approach that integrates active, passive, quantitative, and ESG strategies across multiple asset classes and offers specialized services including wealth management, retirement plan advisory, and sub-advisory solutions.

Kenneth Watten is a CFP® with 22 years of industry experience. He is currently with Modern Wealth Management, LLC and has previously worked at Mutual Securities, Inc and Kaye Capital Management. Outside of advisory work, he is the owner of Cogent Insurance Solutions, a fixed insurance sales and consulting business. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base including individuals, trusts, pension and retirement plans, and charitable organizations. The firm employs a centralized portfolio management model supported by an Investment Committee and uses both proprietary and third-party tools to manage and monitor client portfolios.

Lawrence Edwards Jr. is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at firms including Experior Financial Group and Transamerica Financial Advisors. In addition to his financial advisory work, he is the owner-operator and barber at Body and Soul Hair Salon, a role he has maintained since 1997. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm emphasizes technical and quantitative analysis in its investment process and integrates proprietary research through its ownership of AdvisorGuide, LLC, supporting diversified managed account programs and retirement plan asset management.

Bruce Galbraith is an investment advisor representative at Siebert AdvisorNXT, LLC with 39 years of industry experience. He previously worked at Stockcross Financial Services, Inc. for 10 years and TD Ameritrade, Inc. for 3 years. Galbraith splits his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under common ownership by Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based AdvisorNXT platform with Modern Portfolio Theory-based ETF/ETN allocations, access to third-party and independent managers, and offers both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Maili Bergman is a financial advisor with Mutual Advisors, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining Mutual Advisors in 2021, she worked at Blueshirt Group and Live Nation Entertainment. Outside of her advisory role, she operates a lifestyle blog and career coaching business focused on professional women. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, employing a mix of active and passive investment strategies tailored to each client’s objectives. The firm manages approximately $9.45 billion through 154 advisors and is notable for its extensive institutional work and use of third-party tools and partnerships.

Michael Burr is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Westmount Asset Management LLC, Mariner Wealth Advisors LLC, AdvicePeriod LLC, and Resolution Economics LLC. Westmount Partners, LLC provides investment advisory, discretionary portfolio management, and financial planning services to individual and institutional clients. The firm focuses on tailored asset allocation using mutual funds, managed strategies, and alternative investments, including private and interval funds, and is recognized for managing multi-manager private funds and pooled investment vehicles.

Michael Evans is a CFP® with 29 years of industry experience, currently serving as a senior partner at SEIA. His career includes positions at SES Inc., Royal Alliance Associates, Signator Investors, and Charles Schwab. He is licensed for insurance sales and service related to financial planning. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving retail and high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm employs a structured investment approach that combines strategic and tactical asset allocation, offering a range of portfolio management and financial planning services.

Cecilia Williams is a CFP® with 20 years of experience in financial advising, currently serving at Halbert Hargrove. She has been with Halbert Hargrove since 2006, holding various roles within the firm. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, offering discretionary, fee-only investment management, financial planning, and retirement plan services to individuals, trusts, corporate entities, and charitable organizations. The firm employs a committee-driven investment process that utilizes both qualitative and quantitative research to construct diversified portfolios.

Christine Matthew is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. Her prior roles include positions at United Capital Financial Advisers, Fidelity Personal and Workplace Advisors, and FIDELITY Brokerage Services. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic asset allocation with tactical micro-allocation and a six-step investment process, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and retirement consulting services.

Isaak Ottmar is a financial advisor at Westmount Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Wolfies, Target, FedEx, and Fruci and Associates. Ottmar also spent over a decade at Liberty High School prior to his financial services career. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, and trusts. The firm focuses on mutual funds and managed strategies, supplementing portfolios with private and interval funds, and serves as a private fund adviser and sub-adviser while managing pooled investment vehicles.

Phillip Argue is a financial advisor with SEIA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Morgan Stanley, Citigroup Global Markets, and Steel Peak Wealth Management. He currently serves as Director of Investment Strategy at SEIA. SEIA is an SEC-registered multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a combination of strategic and tactical asset allocation supported by an Investment Solutions Group and Committee, offering a range of portfolio management and financial planning services across both discretionary and non-discretionary account structures.

David Hilton is a financial advisor at Modern Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Kaye Capital Management and Mutual Securities, Inc. Outside of his advisory role, Hilton serves on the Finance and Investment Committee of the Los Angeles Country Club and is involved with several nonprofit organizations, including Baseball for All and the Crohn’s & Colitis Foundation Advocacy Committee. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized Investment Committee to guide portfolio strategies that utilize model portfolios, third-party managers, and a combination of strategic and tactical approaches.