Isaak Ottmar is a financial advisor at Westmount Partners, LLC in Los Angeles, holding a Series 65 license. He has been with Westmount Partners since 2022 and has prior work experience in various roles outside the financial industry. Westmount Partners provides discretionary portfolio management and financial planning to individuals, pension plans, non-profits, estates, trusts, and corporations. The firm manages approximately $5.2 billion for about 1,400 clients and employs a portfolio approach that includes no-load mutual funds, interval funds, and alternative investments for qualified investors.

Phillip Argue is a financial advisor with SEIA, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Prepared Capital, Steel Peak Wealth Management, and Royal Alliance Associates. He also serves as Director of Investment Strategy at SEIA. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, supported by an in-house research group and an Investment Committee, and offers both discretionary and non-discretionary managed-account programs.

Gary Liska is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with SEIA and has previously worked at SES Inc., Royal Alliance Associates, Inc., and Signator Investors, Inc. Liska is a founding partner and CFO of Signature Estate & Investment Advisors, LLC. He also serves as a board member of a homeowners association, where he assists with budgeting and meetings. Signature Estate & Investment Advisors, LLC (SEIA) serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, retirement plan consulting, and investment consulting services. The firm combines strategic macro asset allocation with tactical adjustments through an in-house research group and Investment Committee, offering both discretionary and non-discretionary managed-account programs.

Alexander Chumas is a financial advisor at SEIA with three years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Inc., Evoke Advisors, and several other firms. Based in Los Angeles, CA, his background includes roles in wealth management and client service. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a multi-advisor platform. The firm manages approximately $22.5 billion in assets using a client-driven investment process that combines strategic and tactical allocation, offering both discretionary and non-discretionary managed account programs.

Brendan Finneran is a financial advisor with SteelPeak Wealth, LLC in Los Angeles, CA, holding a Series 65 credential and five years of industry experience. Prior to joining SteelPeak Wealth Management in 2021, he worked for Rampart Investment Management from 2008 to 2021. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, and access to alternative investment strategies through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Lara Lamb is a CFP® professional with 19 years of industry experience, currently with Abacus Wealth Partners since 2013. She is based in Santa Monica, CA. Abacus Wealth Partners serves individuals, families, and various entities with financial planning, consulting, and investment management, emphasizing a passive, asset-class investment approach tailored to clients’ risk profiles and goals. The firm also sponsors the Align Impact private fund and integrates ESG screening and independent manager allocation within its investment process.

Susan Olson is a CFP® and holds a Series 65 license, with 12 years of industry experience. She has been with Abacus Wealth Partners in Santa Monica, CA since 2014. Outside of her advisory role, she is a partner in two LLCs involved in owning commercial and residential properties and serves as a successor donor-advised fund advisor at Impact Assets. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, and various entities. The firm employs a predominantly passive, asset-class investment approach with ESG screening options and manages private fund interests alongside traditional portfolios.

Zohreh Ghaissari is a CFP® professional with 29 years of industry experience, currently serving at Modern Wealth Management, LLC. Her prior experience includes 15 years at Mutual of America Securities Corporation and Mutual of America Life Insurance Company. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Mike Shayestehfar is a financial advisor at Citizens Private Wealth with 19 years of industry experience. He holds the Series 66 designation and has previously worked at RBC Capital Markets, J.P. Morgan Securities, and First Republic Securities Company. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, business entities, trusts, and charitable organizations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, supported by an affiliation with Citizens Bank that offers access to bank deposit sweep programs and securities-based lending.

Thomas Mooney is a CFP® at Morton Wealth with one year of industry experience. He has previously worked at Crestwood Advisors and Pilgrim Security and spent seven years at Bridgewater State University. Morton Wealth provides customized investment management and financial planning services to individuals, families, retirement plans, and trusts, emphasizing diversification and risk management through a combination of mutual funds, ETFs, fixed income, and alternatives. The firm is noted for its involvement with pooled investment vehicles and integrates financial planning into its discretionary portfolio management.

Steven Mc Neil is a Series 65 credentialed advisor at Genter Capital Management with four years of industry experience. His prior experience includes roles at Corbin Advisors, Stone Pine Management, and the Abu Dhabi Investment Authority. Genter Capital Management provides discretionary investment supervisory services to individual and institutional clients, managing equity and fixed-income portfolios. The firm combines fundamental and quantitative analysis, serving a diverse client base including pension plans, foundations, and government entities.

Larry Isaacs is a financial advisor at Mariner Independent with 27 years of industry experience. He holds a Series 63 designation and has worked at Mariner Platform Solutions since 2022, following prior roles at AdvicePeriod, LLC and Dakota Financial Management. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized retirement plan services, supported by institutional resources and affiliated investment relationships.

Bhagwati Mahendru is a financial advisor with Realta Investment Advisors, Inc. and holds a Series 63 designation. He has 33 years of industry experience, including prior roles at Cetera Advisors LLC and First Allied Advisory Services. Mahendru serves as a board member for the nonprofit counseling organization Valley Family Center. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and utilizes a wide range of investment strategies across multiple asset classes, supported by its NOVA platform and third-party manager programs.

Leon Kim is a financial advisor with Diversify Advisory Services, LLC in Los Angeles, CA. He holds a Series 65 credential and has nine years of industry experience, including roles at KLK Capital Management and Stonemark Wealth Management. Since 2022, he has been self-employed. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

Frederick Miller is a financial advisor with SEIA in Los Angeles, holding CFP®, ChFC®, and Series 66 designations and bringing 41 years of industry experience. His prior roles include positions at Signator Investors, Inc., Signature Estate & Investment Advisors, LLC, Royal Alliance Associates, Inc., and SES Inc. He serves as a board member of the Rose Bowl Legacy Foundation, where he assists with fundraising activities. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of over 130 advisors managing approximately $22.5 billion in assets. The firm employs a six-step, client-driven investment process supported by research and offers a range of managed account programs and financial planning services with both discretionary and non-discretionary options.

Brian Elliott is a financial advisor at Genter Capital Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Genter Capital Management since 2012. Elliott also serves as Senior Vice President and Director of the Institutional Division, focusing on direct sales and marketing activities for that segment. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, and government entities. The firm manages equity and fixed-income strategies, including municipal bonds, and serves as adviser to the Genter Capital Dividend Income Fund and sub-advisor to several ETFs, combining fundamental and quantitative analysis within a disciplined investment process.

Eric Pritz is a CFP® with 21 years of experience in the financial services industry, currently serving as a senior partner at SEIA. His prior experience includes roles at SES LLC and Royal Alliance Associates, INC., and he has been affiliated with SEIA since 2006. He holds a California insurance license and acts as a licensed insurance producer. SEIA is a multi-team investment advisory firm serving individuals, trusts, estates, retirement plans, and corporate clients. The firm offers a range of managed account programs and financial planning services, utilizing a client-driven investment process supported by research and an Investment Committee, with a majority of assets managed on a non-discretionary basis.

Jordan Williams is a financial advisor at Golden State Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has worked at LPL Financial LLC and Merrill. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management using various analytical approaches and third-party managers.

Mei Wah Wong is a financial advisor at Genter Capital Management with two years of industry experience. She holds a Series 65 designation and has been with Genter Capital Management since 2010. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, managing a registered fund and multiple ETFs, with a notable focus on municipal bonds.

Job Eagleson is a Series 66-licensed financial advisor with 27 years of industry experience. He has worked at Golden State Wealth Management since 2024, following ten years at LPL Financial and eighteen years at American Express Financial Advisors. Outside of his advisory work, he has an ownership interest in The Artful Editor, a family business located in Santa Monica, CA. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management and uses a variety of analytic approaches and third-party managers to construct tailored portfolios.