Jai Prabakaran is a financial advisor with Archer Investment Corporation based in Los Angeles, CA. He holds a Series 66 designation and has four years of industry experience. Prior to joining Archer, he worked at Bankers Life and HD Vest in various advisory and investment roles. Outside of his advisory work, he serves as president of Pacific ERP Inc., a technology consulting firm specializing in accounting software and data management, and Pacific Taxes and Investments, which focuses on tax preparation and accounting. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s investment approach includes comprehensive financial assessments and diversified portfolio management across equities, fixed income, mutual funds, ETFs, and options.

Christopher Kazmer is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Los Angeles, CA. He previously worked at Hcvt from 2013 to 2017 before joining Aspiriant, where he has been since 2017. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside comprehensive wealth planning and family office services. The firm offers customized investment strategies using a range of implementation options and maintains distinctive family office capabilities including accounting and banking support.

Gleb Reynlib is a financial advisor with NWF Advisory Services Inc in Menlo Park, CA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been associated with OSAIC since 2012 and is also involved in life insurance sales through his sole proprietorship. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary account programs. The firm operates an open-architecture Wealth Management Platform that combines advisor-managed portfolios with third-party models, emphasizing strategic long-term investing alongside tactical strategies.

Lynne Witmer is a financial advisor at Meridian Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at Southport Capital (Livingston Group Asset Management Company) for eight years. In addition to her advisory role, she is involved with Meridian Insurance LLC, where she consults on and sells life insurance and annuities. Meridian Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan services, utilizing a range of investment vehicles guided by personalized investment policies and ongoing portfolio reviews.

Daniel Genter Jr. is a financial advisor at Genter Capital Management in Los Angeles, CA, holding Series 63 and Series 65 credentials with 41 years of industry experience. He has been with Genter Capital Management since 1998 and also owns and operates Genter Airways and Falcon Air, providing aircraft services related to client business. Outside of his advisory role, he serves on the boards of several organizations, including Fix California, the USC Marshall School of Business Board of Leaders, and the California Highway Patrol 11-99 Foundation. Genter Capital Management provides discretionary investment supervisory services to a range of individual and institutional clients, managing equity and fixed-income portfolios. The firm employs a multi-team advisory approach combining fundamental and quantitative analysis and serves as adviser to the Genter Capital Dividend Income Fund and sub-advisor to several ETFs.

Rita Schwartz is an investment advisor representative with Siebert AdvisorNXT, LLC and Muriel Siebert & Co., LLC, holding a Series 63 designation and bringing 45 years of industry experience. She worked at Stockcross Financial Services, Inc. for 11 years before joining Muriel Siebert & Co., LLC in 2019. Siebert AdvisorNXT provides investment management primarily to individuals, families, trusts, and certain business entities through a web-based platform and access to third-party managers. The firm combines algorithmic portfolio construction using Modern Portfolio Theory with discretionary and non-discretionary management, offering a range of managed programs including specialized strategies such as a covered-call transition approach.

Ryan Gunn is a CFP® professional at Wealthcare Advisory Partners LLC with 18 years of industry experience. He has held roles at Gunn Financial Associates, Royal Alliance, OSAIC, and American VA Loans. He is also involved in insurance services, providing consulting and selling life, long-term care, disability, and fixed annuity products. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary quantitative measures alongside fundamental and technical analysis to construct diversified, long-term portfolios.

Andrew Stewart is a financial professional with 16 years of industry experience, currently serving at NWF Advisory Services Inc. He holds a Series 66 designation and has worked at NWF Advisory Group Investment since 2016 and OSAIC since 2010. In addition to his advisory role, he operates a sole proprietorship advising clients on insurance products and markets himself under the DBA Artisan Capital Partners. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in assets through a network of over 100 representatives. The firm serves primarily individual and high-net-worth clients using a technology-driven, open-architecture platform that offers portfolio management, financial planning, and retirement consulting across various account types.

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.

Diego Guerrero is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at IEQ Capital, LLC and UBS. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, and business consulting services. The firm emphasizes diversified, risk-managed portfolios guided by modern portfolio principles and is notable for its direct involvement with pooled investment vehicles and private funds.

Stephanie Perkins is a Series 66-licensed financial advisor at SEIA with 14 years of industry experience. She has worked at SES Inc., Royal Alliance Associates, INC., and Jhfn Sii. Perkins also serves as a Client Service Manager at SEIA LLC. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of 132 advisors managing approximately $22.5 billion in assets. The firm offers multiple managed account programs and comprehensive financial planning, using a six-step, client-driven investment process supported by a dedicated research group and an Investment Committee overseeing discretionary models.

Daniela Aljawad is a financial advisor with NWF Advisory Services Inc. She holds Series 63 and Series 65 licenses and has 14 years of industry experience, including roles at Royal Alliance Associates, Inc. and Voya Financial Advisors. Additionally, she serves as Director of Client Services at Monolithe Wealth Planning Group. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm serves primarily individual and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, utilizing an open-architecture, technology-driven platform.

Stacy Sternportman is a financial advisor at Hilltop Securities Inc. with 39 years of industry experience. She holds a Series 63 designation and has been with Hilltop Securities since 2008. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm offers a range of managed account programs and investment solutions through an open-architecture platform incorporating adviser-managed and model-based strategies.

Paul Okawa is a CFA® charterholder with 29 years of industry experience. He is currently an advisor at Modern Wealth Management, LLC, where he has worked since 2025. His prior experience includes roles at M. S. Howells & Co., Independent Financial Group, Quantitative Strategies, and Planned Asset Management. Outside of advisory services, he is also a licensed life and health insurance agent. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers a range of services such as discretionary investment management, tax planning, estate planning, and insurance solutions.

Robert Lipp is a financial advisor at Arax Advisory Partners with 20 years of industry experience. He previously spent 25 years at Georgina Asset Management, LLC. Outside of his advisory work, he serves on the advisory board of sports media company SGG Media, Inc. and is a board member of Fast Ball Media, Inc. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, and advisory services through a combination of internal and external investment approaches.

Samuel Miller is a financial advisor at Signature Estate & Investment Advisors (SEIA) with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including United Capital Financial Advisers, Royal Alliance Associates, and SES Inc. Miller serves as a volunteer member of the Foundation Investment Committee at Vanguard University. SEIA provides investment management, financial planning, and consulting services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a research-driven investment process combining strategic macro allocation with tactical adjustments, offering both discretionary and non-discretionary managed-account programs.

Sarah Chhotani is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 license with one year of industry experience. Her prior roles include positions at Merrill Lynch and the USC Dornsife Office of Administration and Finance. Westmount Partners, LLC provides discretionary portfolio management and financial planning services to individual clients, pension and profit-sharing plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion across about 1,400 clients, utilizing no-load mutual funds, pooled vehicles, and alternative investments, and serves as adviser and sub-adviser to multiple private pooled vehicles.

Stephen Wiley is a financial advisor at Northern Trust Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Northern Trust Securities since 2008. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through various managed account platforms, combining advisory, brokerage, and custody services.

Eric Selter is a financial advisor at Morton Wealth with 27 years of industry experience. He holds the Series 66 designation and has been with Morton Capital Management since 2006. Morton Wealth is an SEC-registered, multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting services, utilizing standardized investment strategies that are customized to client objectives with an emphasis on risk management and volatility reduction.

Anita Heller is a financial advisor at SteelPeak Wealth, LLC with Series 65 and Series 66 licenses. She joined SteelPeak Wealth in 2025 and has prior experience with JPMorgan Private Bank and One Capital Management, LLC. SteelPeak Wealth serves a diverse client base, including individual investors, pension plans, trusts, and family offices, offering financial planning, discretionary portfolio management, alternative strategies, and access to non-purpose loan solutions. The firm uses proprietary and custom model portfolios with ongoing monitoring, and for eligible clients, it provides investment opportunities in privately placed securities and independent managers through its SteelPeak Alternative Solutions program.