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 at SEIA with CFP® and ChFC® designations and over 40 years of industry experience. He has worked at Signature Estate & Investment Advisors, LLC since 2004 and previously spent more than three decades at Signator Investors, Inc. Miller serves as a board member of the Rose Bowl Legacy Foundation, assisting with fundraising activities. 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 employs a six-step investment process combining strategic asset allocation and tactical security selection, offering a range of portfolio management and financial planning services with an emphasis on non-discretionary management.

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 financial advisor at SEIA with 21 years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Royal Alliance Associates and Signator Investors. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a combined strategic and tactical investment approach, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and consulting services.

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.

Patrick Currall is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at SES Inc., Royal Alliance Associates, CitiGroup, VOYA Financial Advisors, and U.S. Bancorp Investments. Outside of financial advising, he is a partner in Alaska Go Fish, LLC, a charter fishing business, and serves as CFO of a nonprofit that organizes Alaska adventure trips for veterans with PTSD. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic asset allocation with tactical and qualitative investment decisions, offering a range of portfolio management and financial planning services primarily focused on non-discretionary management.

Alan Simeon is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Eaton Vance for 18 years and has been with Perennial Financial Services and LPL Financial since 2024. Simeon also provides investment advisory services through an independent registered investment advisor firm, Perennial Investment Advisors, LLC. Perennial Investment Advisors offers investment management, financial planning, and retirement plan consulting to individual clients, trusts, pensions, and corporate accounts. The firm combines tailored portfolio strategies with the use of AI tools and multiple custodial relationships to provide discretionary management and standalone consulting services.

Eliot Lehrman is a Series 65-licensed advisor at Encompass More Asset Management LLC with one year of industry experience. Prior to joining the firm, he worked as a contractor and business strategy consultant for Unified Wealth, LLC, where he focused on business structuring, retirement planning, and tax strategy. Before transitioning to financial services, he spent several years at Marvel Studios. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individuals rather than corporate or charitable clients.

David Bleeck is a financial advisor at Composition Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Goodfriend, Jacobs, Bleeck & Breslow LLP and Gelfand Rennert Feldman. Outside of his advisory role, he is involved with Goodfriend & Jacobs as a Certified Public Accountant. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, alongside other investment vehicles, and manages approximately $9.47 billion in discretionary assets.

Sam Lee is a financial advisor at Aspiriant, LLC with 21 years of industry experience. He holds a Series 65 designation and has been with Aspiriant since 2014. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management and comprehensive wealth planning, including accounting, tax, and estate services. The firm uses customized investment programs with a variety of implementation options and offers expanded family office capabilities beyond typical advisory services.

James Walls Jr. is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at City National Securities, Inc., PNC, Ascensus, and BB&T Retirement & Institutional Services. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor that uses diversified asset allocation strategies and discretionary portfolio management.

Samuel Coquillard is a financial advisor at Composition Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Composition Wealth, he worked at Pacific Global Fund Distributors Inc. for 14 years and Pacific Global Investment Management Co for 18 years. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base, including individuals, high-net-worth clients, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by other asset types and both fundamental and technical analysis.

Kyle Breslow is a financial advisor at Composition Wealth, LLC with four years of industry experience. He holds a Series 65 credential and has been a certified public accountant at Goodfriend Jacobs Bleeck & Breslow LLP since 2015. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base 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 alternative investments, and manages approximately $9.47 billion in discretionary assets.

Dylan Druian is a financial advisor at Morton Wealth with a Series 65 designation and three years of industry experience. Prior to joining Morton Wealth in 2023, he worked at Jersey Mikes from 2021 to 2023. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles with customized investment management, financial planning, and business consulting services. The firm uses a modern portfolio approach emphasizing diversification and risk management, and is notable for its involvement with pooled investment vehicles and private funds.

Chase Dominguez is a CFP® and holds a Series 65 license, with six years of industry experience. He has been with AWM Capital, LLC since 2017 and previously worked for the New Orleans Saints and the University of Utah. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management alongside comprehensive financial planning services including tax, estate, insurance, and business consulting. The firm employs an open-architecture platform and a liability-driven investing framework to create customized portfolios utilizing mutual funds, ETFs, individual securities, and private placements, among other strategies.

Max Lepley is a CFP®-certified financial advisor at Kinetic Investment Management, Inc. in Los Angeles, CA, with six years of industry experience. Before joining Kinetic, he worked at MFS Fund Distributors, Inc. and Kanani Advisory Group. He is also an insurance agent with Kanani Financial & Insurance Services Inc., where he provides advice and services related to insurance products. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a variety of analytical methods and a primarily long-term trading approach, offering access to a broad set of asset types including non-traded real estate investments.