Michael Angell is a financial advisor at Aspiriant, LLC in Los Angeles, CA, holding a Series 65 designation with 17 years of industry experience. He has been with Aspiriant since 2008. 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 along with wealth planning, family office, and specialty services. The firm offers customized investment programs using asset allocation informed by internal research and employs a variety of implementation options including third-party managers and private investments.

Ella Fukushima is a financial advisor at SEIA based in Los Angeles, CA, holding a Series 66 designation. She began her career with SEIA and SES LLC in 2024, following nine years as a student. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm offers a range of portfolio management, financial planning, and consulting services, using a structured investment process that combines strategic and tactical approaches.

Gali Sherman is a financial advisor with Mutual Advisors, LLC, holding a CFP® designation and over 28 years of industry experience. She has worked at several firms including Naviguide Wealth Partners and Cetera Advisor Networks. Sherman is president and founder of Naviguide Wealth Partners, Inc., and is involved in managing fixed insurance businesses as well as commercial real estate ownership. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm provides advisory services employing both active and passive strategies, emphasizing diversification and tailored portfolio management through various analytical approaches and third-party platforms.

Aubrey Fernando is a financial advisor at SEIA with a Series 66 credential and one year of industry experience. Prior to joining SEIA, Aubrey held roles at Ses LLC, 12th Tribe, and LoanDepot, as well as positions related to information security and technology at Chapman University. SEIA is a multi-team advisory firm with approximately 142 advisors serving about 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm combines strategic and tactical investment approaches through a structured process and offers a range of portfolio management and financial planning services, with a particular focus on non-discretionary management.

Jay Champlain is a financial advisor with Golden State Wealth Management, LLC in Santa Monica, CA, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. He has previously worked at Ameriprise from 1997 to 2016 and has been with Golden State Wealth Management and LPL Financial since 2016. Champlain also serves as a board member for Harbor Med Tech, Inc., a for-profit company. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, financial planning, retirement consulting, and access to third-party managers. The firm focuses primarily on discretionary portfolio management utilizing various analytic approaches and offers tailored investment solutions along with standalone planning or consulting engagements.

Joshua Ryngler is a financial advisor at Sapient Capital LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Twist Capital for three years. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios across various asset classes and acts as a fiduciary when advising retirement accounts.

Richard Kim is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. His career includes roles at DFPG Investments, M.S. Howells & CO, KLK Capital Management, and East West Bank. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a range of portfolio management and consulting services tailored to client goals and risk tolerance.

Kevin Cooper is a financial advisor at Becker Capital Management, Inc. with a Series 65 credential and over 25 years of experience in the financial industry. His prior experience includes roles at Capital Lending Resources, Inc. for 22 years and Wells Fargo Bank for 5 years. Becker Capital Management provides discretionary investment management and wealth-advisory services to a range of individual and institutional clients, using a combination of bottom-up security selection and top-down portfolio construction. The firm manages a registered mutual fund and private pooled vehicles, serving both traditional and alternative investment clients with an emphasis on asset quality and risk awareness.

Conner Hufnagel is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation. He has been with Morton Wealth since 2026. His prior experience includes roles at Autaly and Southern New Hampshire University, along with service in the Oklahoma Army National Guard from 2016 to 2022. Morton Wealth serves individuals, families, retirement plans, and trusts by providing customized investment management, financial planning, and retirement-plan consulting. The firm emphasizes diversification and risk management through a blend of mutual funds, ETFs, fixed income, and alternatives, and is notable for its involvement with pooled investment vehicles and private fund opportunities.

John Kornaga is a financial advisor at Kinetic Investment Management, Inc. in Los Angeles, CA, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Fisher Investments and VOYA Financial Advisors. Kinetic Investment Management serves individuals—including high-net-worth clients—pension and profit-sharing plans, and business entities, managing approximately $348 million in assets across 1,250 client relationships. The firm employs a multi-method investment approach with a primary long-term trading orientation and offers portfolio management, financial planning, sub-advisory, and educational services.

Stephen Loh is a financial advisor with B. Riley Wealth Advisors, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has previously worked at National Securities Corporation and Wedbush Securities Inc. Loh also serves as an agent for B. Riley Wealth Insurance in a role related to fixed insurance. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension plans, trusts, charitable organizations, and businesses. The firm offers various programs including advisor-managed portfolios, third-party managed programs via the Envestnet platform, and internally managed models, overseeing approximately $4.21 billion in client assets across about 173 advisors.

Kaytlin Hall is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 14 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for nine years. In addition to her advisory role, she serves as a liaison between clients and CPAs at GK Tax and Accounting, an accounting services firm affiliated with her primary employer. Gerber Kawasaki serves a diverse client base, including both individual and institutional investors, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies with active monitoring and manages an actively managed ETF focused on growth stocks.

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.

Jeffrey Girard is a financial advisor with Gibbs Wealth Management, LLC in Glendale, CA, holding a Series 65 credential and two years of industry experience. His work history includes roles at Total Financial Wealth Management, Total Financial Solutions, Inc., and Great White Pool and Spa, Inc. He is also involved as an administrative assistant with TFS Financial Insurance Services. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model portfolios, utilizing third-party platforms and strategists to implement investment strategies.

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 possessing 17 years of industry experience. He has worked with several firms, including Royal Alliance Associates, LPL Financial, and Global Retirement Partners. Outside of his advisory role, Lev is involved in managing a pass-through LLC focused on bookkeeping and payroll. SEIA is a multi-team advisory firm with approximately 142 advisors serving individual and institutional clients. The firm employs a combined strategic and tactical investment approach, offering various portfolio management and financial planning services with a notable emphasis on non-discretionary management.

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.

Elinoa Witkin is a Series 65-licensed advisor at Compound Planning, Inc. with one year of industry experience. Prior to joining Compound Planning, she worked at Executive Benefit and has held roles in educational institutions including Santa Monica Community College and Bais Yaakov School for Girls. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries by offering discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm follows a fiduciary, goals-based investment process that incorporates a variety of strategies and technology partnerships to support portfolio oversight.

Roxana Maddahi is a financial advisor at Compound Planning, Inc. with 15 years of experience in the industry. She holds a Series 66 designation and has previously worked at Steel Peak Wealth Management, Morgan Stanley, and J.P. Morgan Securities. Outside of her advisory role, Maddahi serves as President and Board Member of Looking Beyond Next Gen, a nonprofit supporting children and young adults with disabilities, and teaches a philanthropy course at Sinai Akiba Synagogue. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries, offering discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process using a variety of strategies including low-cost ETFs, direct indexing, and alternative investments.