Dimitri Krikelas is a financial advisor at Westmount Partners, LLC with 15 years of industry experience. He holds a Series 65 credential and has been with Westmount Asset Management since 2010. Westmount Partners provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, non-profits, and various institutional entities. The firm manages approximately $5.2 billion, emphasizes the use of no-load mutual funds and pooled vehicles, and serves as an adviser and sub-adviser to multiple private pooled investment vehicles.

Abraham Lopez is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at City National Securities, CUSO Financial Services, Wedbush Securities, Matthew Plocher, and Northwestern Mutual Investment Management. Outside of his advisory work, he owns and teaches Brazilian Jiu Jitsu at a martial arts school in Los Angeles. 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 financial planning and portfolio management with affiliated sub-advisory asset allocation strategies, serving clients within a larger financial services group that includes banking and trust operations.

Allen Hsu is a Series 66 licensed advisor with The AmeriFlex Group and has two years of industry experience. He has worked at Mancuso Wealth Management and Cambridge Investment Research, Inc., and has a background that includes over a decade in disability services. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Isela Ortega Wu is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and 23 years of industry experience. She has worked at several firms, including Western International Securities, Inc. and Grove Point Investments LLC. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm is affiliated with a broad financial services group and integrates portfolio management with related banking, trust, and advisory services.

Jennifer Caravello is a financial advisor with Halbert Hargrove in Bellevue, WA, holding a Series 65 designation and with 10 years of industry experience. She has been with Halbert Hargrove since 2015. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and institutions by providing discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm uses a formal Investment Committee with a documented analytical framework and combines qualitative due diligence with quantitative testing to manage allocations across various asset types.

Peter Karp is a financial advisor at Composition Wealth, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Infinity Services, Inc. and Karp Capital Management Corporation. He serves on the board of Elder Givers, a nonprofit organization, and consults clients on lending solutions through The Loan Story. 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 using diversified mutual funds and ETFs, supplemented by stocks, bonds, options, and private funds, and manages approximately $9.47 billion in discretionary assets.

Sean Sugrue is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Westmount Partners in 2024, he spent four years at the University of Southern California and four years at Salem High School. Westmount Partners provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, non-profits, estates and trusts, corporations, and private investment funds. The firm is notable for its role as a private fund adviser and sub-advisor for several multi-manager pooled funds, managing client accounts on a discretionary basis and employing a fee and product structure that differs from many peers.

Amber Wynn is a financial advisor at Savvy with one year of industry experience. She is also the owner and CEO of Amber Wynn, Philanthrepreneur Nonprofit Management Services, where she provides nonprofit consulting focused on strategic development and training. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models, supported by proprietary technology and third-party platforms.

John Wilhelm is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Composition Wealth, LLC since 2023 and previously worked at UBS Financial Services Inc. from 2016 to 2023. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse clientele including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments, and manages approximately $9.47 billion in discretionary assets.

Tisha Neal is a financial advisor at MissionSquare Retirement with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Christianne Witrago is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. She previously worked at City National Securities, Inc. for three years and spent ten years at both Bank of America N.A. and Merrill. 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, offering portfolio management and financial planning supported by affiliated sub-advisors and related financial entities.

Gary Friedle is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Advisors. 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 via an affiliated sub-advisor and operates within a broad financial services group affiliated with a bank parent and related entities.

Alejandro Hirsch Marin is a financial advisor at Signature Investment Advisors, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Fidelity Investments, Charles Schwab, Transamerica Financial Advisors, and Prudential Financial. Signature Investment Advisors provides discretionary and non-discretionary investment management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other entities. The firm uses a research-driven approach combining strategic and tactical asset allocation, supported by multiple customizable model platforms and quarterly reporting.

Kyle Steckler is an Associate Advisor at SEIA with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Royal Alliance Associates and Centura Wealth Advisory. Steckler has also spent time in a non-advisory role at SES 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 employs a combination of strategic macro asset allocation and tactical adjustments supported by quantitative and qualitative research, offering both discretionary and predominantly non-discretionary investment management alongside comprehensive financial planning and consulting services.

Kyeong Su Lee is a financial advisor at RBC Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at City National Securities, California Bank & Trust, and LPL Financial. He is also a licensed notary public. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, offering financial planning and portfolio management with investment strategies implemented by an affiliated sub-advisor.

William Pettus is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior roles include positions at California Retirement Advisors Group, First Allied Advisory Services, and Waddell & Reed. He is also an independent insurance agent focusing on life insurance and annuities. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm offers a range of advisory services and manages portfolios using both active and passive strategies, emphasizing diversification and alignment with clients’ objectives.

Samuel Boone is a financial advisor at Maia Wealth with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Maia Wealth and Simplicity Wealth in 2026, he worked at Intuit and Robinhood Markets. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses. The firm combines fundamental, technical, and cyclical analysis in its long-term investment approach, utilizing mutual funds, ETFs, individual securities, and independent managers to meet client objectives.

Kylie Schwartz is a financial advisor at Halbert Hargrove with one year of industry experience. She holds a Series 65 credential and has worked in various roles including positions at California State University, Long Beach and several hospitality establishments. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, institutions, and charitable organizations through discretionary, fee-only investment management and financial planning services. The firm uses a committee-driven investment process combining qualitative and quantitative research to build diversified portfolios and integrates both traditional and alternative investment strategies.

Michelle Cooper is a financial advisor at Certuity, LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Camden Capital, UBS Financial Services, and Capstone Investment Advisors. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles. The firm offers investment advisory, family office, financial planning, and investment consulting services, emphasizing asset allocation, diversification, and a long-term buy-and-hold strategy that incorporates both fundamental and quantitative analysis.

Alan Gelb is a CFP® professional with 21 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at Adviceperiod, LLC, and Wescap Management Group, Inc. He holds the Series 65 registration and is based in Los Angeles, CA. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides access to model portfolios, third-party managers, and a range of retirement plan services, supported by institutional affiliations that enhance its investment capabilities and resources.