Bei Wan is a financial advisor with Navy Federal Investment Services, LLC in Los Angeles, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Navy Federal Investment Services, Bei worked at LPL Enterprise and The Prudential Insurance Company of America, among other firms. Outside of advisory work, Bei holds a broker position with Guardian Insurance Company for fixed products new business. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers, supported by due diligence and quarterly reviews conducted by an investment committee.

Bryan Miranda is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 18 years of industry experience. He has worked at LPL Financial for nine years and has been with Gerber Kawasaki since 2010. In addition to his advisory role, he engages in insurance services and acts as a liaison between clients and the firm’s tax department. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations. The firm employs an active management approach, combining fundamental and technical analysis with strategies such as systematic rebalancing and tax-loss harvesting, and offers additional services including tax preparation and estate planning.

Zachary Alloway is a financial advisor at Halbert Hargrove with a Series 65 credential and one year of industry experience. His prior work includes roles at Buona Tavola and Cal Poly, San Luis Obispo. Halbert Hargrove Global Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, managing approximately $4.2 billion across a multi-advisor platform. The firm provides discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, utilizing a research-driven approach to build diversified portfolios across various asset classes.

Nicholas Licouris is a CFP® professional at Gerber Kawasaki Wealth & Investment Management with 12 years of industry experience. He has been with Gerber Kawasaki since 2014 and previously was associated with LPL Financial. Outside of his advisory role, he dedicates time to GK Tax and Accounting, acting as a liaison between clients and CPAs. Gerber Kawasaki serves a diverse client base including individual, institutional, and municipal clients, offering wealth management, financial planning, and access to alternative investments. The firm employs tailored portfolio strategies with active management techniques and also acts as sub-adviser to an actively managed growth-focused ETF.

John Esparza is a Series 65-licensed financial advisor at Halbert Hargrove with two years of industry experience. His background includes roles at the University of Arizona, Caci, and service in the California National Guard and United States Army. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions by providing discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative analysis to guide investment decisions across a range of asset types.

Samantha Garcia is a CFP® and holds a Series 65 license, with 12 years of industry experience. She has been with Halbert Hargrove since 2018 and previously worked at Asset Planning, Inc. from 2014 to 2018. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management combined with financial planning and retirement plan services, using a committee-based approach to construct diversified portfolios across various asset classes.

Matthew Oliveira is a financial advisor at Citizens Private Wealth with four years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets and De Sousa Contracting. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as a range of institutional clients. The firm offers discretionary and non-discretionary investment management with a focus on long-term asset allocation within an open-architecture framework, supported by its affiliation with Citizens Bank, N.A.

Heather Scully is a financial advisor at NWF Advisory Services Inc with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Royal Alliance Associates, Inc. and OSAIC. Scully also serves as chief compliance officer for NWF Advisory Services Inc. and NWF Advisory Group, overseeing compliance and regulatory matters. She markets herself as a financial professional under the DBA Artisan Capital Partners. 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 employs an open-architecture wealth management platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing with access to tactical strategies and specialized advisory services.

Kyle Demshki is a CFP® and Series 66 registered advisor with SEIA in Los Angeles, CA, bringing nine years of industry experience. His prior roles include positions at SES LLC, Royal Alliance Associates, and Joel Isaacson & Co., LLC. 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 offers investment management, financial planning, and consulting services with an investment process that combines strategic asset allocation and tactical adjustments supported by quantitative and qualitative research.

Brandon Thuott is a financial advisor at Carnegie Investment Counsel with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Rnc Genter Capital Management and Telos Capital Management, Inc. Thuott is based in Los Angeles, CA. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, corporations, independent trust companies, government entities, and other investment advisers. The firm’s investment approach incorporates fundamental, technical, cyclical, charting, and ESG analysis and employs both long- and short-term trading strategies with discretionary and non-discretionary portfolio management options.

Brandon Schwartz is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Perennial Investment Advisors since 2017 and is also affiliated with LPL Financial. In addition to his advisory work, he operates Perennial Legacy Insurance Solutions, focusing on non-variable insurance. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, emphasizing individualized portfolio management through multiple platform relationships and integration of ERISA retirement plan consulting with licensed insurance activities.

Joseph Brandolino is a financial advisor at SteelPeak Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at All World Ventures and Tarantula Hill Brewing Co. SteelPeak Wealth, LLC serves a diverse range of clients including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategy consulting, and access to non-purpose loan solutions, utilizing proprietary model portfolios and conducting due diligence on private investments for accredited clients.

Winston Hau is a financial advisor at RBC Securities, Inc. He holds the Series 66 designation and has approximately three years of experience in the financial services industry, with prior roles at Mass Mutual Investors Services, Boiling Point Group, Inc., and PricewaterhouseCoopers, LLP. 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 a broad range of financial services, including investment management by its affiliated sub-advisor RBC Rochdale, offering discretionary portfolio management with mutual funds, ETFs, SMAs, and individual securities.

Boris Castillo is a CFP® professional with 23 years of industry experience, currently affiliated with NWF Advisory Services Inc. His prior experience includes roles at OSAIC, The Ameriflex Group, Sagepoint Financial, Cuso Financial Services, Kinecta Financial & Insurance Services, and LPL Financial. He also operates a sole proprietorship presenting life insurance, annuity, and long-term care solutions and owns Amenity Wealth, a marketing DBA for advisory and insurance services. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of more than 100 advisors, primarily serving individual and high-net-worth clients. The firm employs a technology-driven, open-architecture platform to construct and manage portfolios using both discretionary and non-discretionary approaches.

Alex Kim is a financial advisor with SEIA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Payden & Rygel and Royal Alliance. He also serves as Chief Compliance Officer at SEIA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other 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 primarily non-discretionary investment management alongside modular and comprehensive financial planning.

Gabriel Brenner is a CFP® with 22 years of industry experience, currently serving at Abacus Wealth Partners since 2014. His prior roles include positions at Next Step Wealth, LLC, Waypoint Wealth Partners, Brenner Financial, and Mosaic Financial Partners, Inc. Abacus Wealth Partners provides financial planning, consulting, and both discretionary and non-discretionary investment management for individuals, high-net-worth clients, families, and various institutional entities. The firm employs an asset-class investing approach grounded in academic research, incorporating ESG screening and private pooled investments into client portfolios while using third-party platforms to manage held-away assets.

Brian Johnson is a financial advisor with Composition Wealth, LLC in Los Angeles, CA, holding a Series 66 designation and 12 years of industry experience. He has worked at Composition Wealth since 2020, and previously at Miracle Mile Advisors, LLC and TrustCore. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a variety of clients, including high-net-worth individuals, 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 other asset types, and offers fiduciary retirement plan services with a multi-advisor structure managing billions in discretionary assets.

Brooke Smith is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, Brooke held positions at Acme - Loquita, the University of California, Santa Barbara, and The Ritz Carlton Bacara, among others. Brooke also works as a licensed insurance agent. 49 Financial serves a diverse client base, including individual and institutional clients, offering financial planning, retirement-plan consulting, and both discretionary and non-discretionary investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services along with access to third-party managers.

Robert Vetti is a CFP® with six years of industry experience, currently serving at Gerber Kawasaki Wealth & Investment Management. His prior experience includes roles at AssetMark Brokerage, LLC and AssetMark Financial Holdings, Inc. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm employs an active management approach with both discretionary and non-discretionary portfolio options, combining fundamental and technical analysis alongside long- and short-term strategies.

Kelli Kiemle is a financial advisor at Halbert Hargrove with 19 years of industry experience. She holds a Series 66 designation and has worked at Halbert Hargrove since 2012. Halbert Hargrove Global Advisors serves high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and corporate clients, managing approximately $4.2 billion across a multi-advisor platform. The firm provides discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services.