Isaak Ottmar is a financial advisor at Westmount Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Wolfies, Target, FedEx, and Fruci and Associates. Ottmar also spent over a decade at Liberty High School prior to his financial services career. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, and trusts. The firm focuses on mutual funds and managed strategies, supplementing portfolios with private and interval funds, and serves as a private fund adviser and sub-adviser while managing pooled investment vehicles.

Phillip Argue is a financial advisor at SEIA with 18 years of industry experience and holds the Series 66 designation. His prior roles include positions at Morgan Stanley Smith Barney, Prepared Capital, Steel Peak Wealth Management, and Royal Alliance Associates. He is currently the Director of Investment Strategy at SEIA. 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 offers a range of investment management and financial planning services, combining strategic macro asset allocation with tactical adjustments based on both quantitative and qualitative research.

David Hilton is a financial advisor at Modern Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Kaye Capital Management and Mutual Securities, Inc. Outside of his advisory role, Hilton serves on the Finance and Investment Committee of the Los Angeles Country Club and is involved with several nonprofit organizations, including Baseball for All and the Crohn’s & Colitis Foundation Advocacy Committee. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized Investment Committee to guide portfolio strategies that utilize model portfolios, third-party managers, and a combination of strategic and tactical approaches.

Gary Liska is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at SEIA. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. He is a founding partner and CFO of Signature Estate Investment Advisors, an LLC. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, relying on both discretionary and predominantly non-discretionary management.

Alexander Chumas is a financial advisor at SEIA with three years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Signature Estate & Investment Advisors, among other firms. Based in Los Angeles, CA, Chumas’s background includes roles in wealth management and client service. SEIA is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a platform of approximately 140 advisors. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, employing a combined strategic and tactical investment process overseen by an internal Investment Solutions Group and Committee.

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® with 19 years of experience in financial advising. She has been with Abacus Wealth Partners since 2013 and previously worked at Lamb Financial Planning, LLC and Gainsborough Financial Consultants, Inc. Abacus Wealth Partners serves individuals, high-net-worth clients, families, and various organizations with financial planning, consulting, and investment management. The firm employs an asset-class investing approach grounded in academic research, utilizing primarily no-load mutual funds, ETFs, and passive institutional funds, and incorporates ESG screening and private investments into client portfolios where appropriate.

Susan Olson is a CFP® and holds a Series 65 license with 12 years of industry experience, all at Abacus Wealth Partners in Santa Monica, CA. She has been with Abacus Wealth Partners since 2014. Olson is involved as a partner in Impact Assets, a donor-advised fund advisor. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, and institutional clients. The firm follows an asset-class investing approach grounded in academic research, utilizing primarily no-load mutual funds, ETFs, and passive institutional funds, while incorporating ESG screening and private pooled investments for qualified clients.

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.

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 CFP® and ChFC® with 41 years of experience in financial advising. He is currently with SEIA and has held roles at SES Inc., Royal Alliance Associates, Signature Estate & Investment Advisors, and Signator Investors. Miller serves as a board member of the Rose Bowl Legacy Foundation, assisting with fundraising activities. SEIA is a multi-team advisory firm with approximately 140 advisors, serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm combines strategic macro asset-allocation with tactical adjustments through an in-house Investment Solutions Group and Investment Committee, managing assets primarily on a non-discretionary basis.

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. He is currently a senior partner at SEIA and has previously worked at SES LLC, Royal Alliance Associates, and Signator Investors. He holds a California insurance license and is a licensed producer. SEIA is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm combines strategic macro asset-allocation with tactical adjustments and offers primarily non-discretionary investment management alongside 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.

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.