John Petrick is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Perennial Financial Services and its related entities since 2009 and has worked with LPL Financial since 2004. Petrick is also the founder and producer of Perennial Legacy Insurance Solutions, a non-variable insurance business. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management, financial planning, and retirement plan consulting, utilizing multiple platform relationships and third-party managers to tailor portfolio management and retirement solutions.

Amra Faruqi is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 66 and Series 63 credentials and possessing nine years of industry experience. Her prior work includes roles at City National Securities, RBC Capital Markets, and HSBC Securities (USA) Inc. She volunteers as Treasurer of the San Francisco chapter of Developments in Literacy, a nonprofit focused on fundraising and managing children’s schools. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management via an affiliated sub-advisor and offers financial planning, portfolio management, and ongoing reporting as part of its services.

William Klepper is a financial advisor at Genter Capital Management with 21 years of industry experience. He holds a Series 65 designation and has been with Genter Capital since 2008. Outside of his advisory role, Klepper teaches at California Lutheran University and Keller Graduate School. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, institutions, and government entities. The firm employs a combination of fundamental analysis and quantitative techniques across equity and fixed-income strategies, managing a registered fund and multiple ETFs while overseeing $7.1 billion in assets.

Mohamed Akram is a financial advisor with NWF Advisory Services Inc in Los Angeles, CA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at OSAIC and Bank of the West. Outside of advisory work, he is a shareholder in Travel Care Mexico, a company providing telehealth, ambulance, legal advice, and roadside assistance services to travelers in Mexico. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, utilizing an open-architecture, technology-driven platform for tailored investment strategies.

Robert Dovala is a financial advisor with NWF Advisory Services Inc in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior work includes roles at OSAIC and SagePoint Financial. NWF Advisory Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm employs an open-architecture wealth management platform combining advisor-managed portfolios, third-party model portfolios, and various account solutions with an emphasis on strategic long-term investing alongside tactical strategies.

Scott Fellmeth is a Series 65-licensed financial advisor with 16 years of industry experience. He has been with Westmount Asset Management, LLC since 2014. Based in Los Angeles, CA, he is part of Westmount Partners, LLC, a multi-team firm consisting of 18 advisors. Westmount Partners, LLC provides discretionary portfolio management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, non-profits, and corporate entities. The firm manages approximately $5.2 billion and employs an investment approach focused on no-load mutual funds, pooled vehicles, and alternative private investments for qualified investors, while also acting as adviser and sub-adviser to multiple private pooled vehicles.

Timothy Lonergan is a CFP® with seven years of industry experience, currently serving as a financial advisor at Westmount Partners, LLC. His prior experience includes roles at Fidelity Investments, Morgan Stanley Private Bank, Morgan Stanley, and Boston Private Wealth LLC. Westmount Partners, LLC provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, non-profits, estates, and corporations. The firm manages approximately $5.2 billion and emphasizes using no-load mutual funds and pooled vehicles, while also sourcing alternative and private investments for qualified investors.

Hagop (Jacob) Tujian is a financial advisor at RFG Advisory, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Independent Financial Group for 19 years and StoneKimbro for 3 years. Outside of his advisory role, he volunteers with the Boy Scouts of America, assisting with Eagle Scout projects and teaching the Personal Management merit badge class. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients with approximately $8 billion in assets under management. The firm provides portfolio management, financial planning, retirement plan consulting, and access to a range of investment strategies, including actively managed and passive models, alternative investments, and tax-aware approaches.

Cassie Kang is a CFP® with 19 years of experience in the financial industry. She is currently with Brookwood Investment Group and Brookwood Insurance Group, having previously worked at Belpointe Asset Management and Cambridge Investment Research Advisors. Outside of finance, she has experience with Krav Maga United. Brookwood Investment Group is a multi-advisor firm managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and a network of affiliated businesses to support its clients.

Lalaine Collantes is a financial advisor at Abacus Wealth Partners with three years of industry experience. She holds a Series 65 designation and has been with Abacus Wealth Partners since 2021. Prior to this, she worked at Westamerica from 1995 to 2021. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including individuals, families, pension plans, trusts, charitable organizations, and business entities. The firm employs a passive, asset-class investment approach with an emphasis on institutional passive funds, ESG screening when requested, and custom portfolio construction based on clients’ risk profiles and goals.

Denis Massey is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with Westmount Asset Management, LLC since 2016. Westmount Partners provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, non-profits, estates, trusts, and corporations. The firm is notable for its role as a private fund adviser and recurring sub-advisor for multi-manager pooled funds, offering access to private equity and income-focused strategies through vetted private funds and pooled vehicles.

Amy Johnson is a financial advisor at Perennial Financial Services in Los Angeles, CA, holding Series 63 and Series 66 licenses with 12 years of industry experience. She previously worked at Edward Jones for five years before joining Perennial Investment Advisors, LLC and LPL Financial in 2019. Outside of her advisory role, she acts in a fiduciary capacity for an estate and is involved with Perennial Legacy Insurance Solutions as a non-variable insurance agent. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor client portfolios and retirement plan consulting.

Daniel Amaradio is a CFP® with 39 years of experience in the financial industry. He has worked at Select Money Management, Inc. since 2010 and previously held positions at Securities Equity Group and Select Portfolio Management, Inc. He is also a partner at SEIA LLC, an RIA focused on sales and service. Select Money Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, retirement plans, trusts, foundations, and endowments. The firm manages approximately $1.5 billion across about 825 client relationships, employing a combination of fundamental and technical analysis alongside proprietary tactical asset allocation to construct model portfolios.

Michael Macauley is a CFP® and CFA® with 16 years of industry experience. He is currently an advisor at SEIA and has previously worked at SES LLC, Royal Alliance Associates, and SII. In addition to his advisory role, Macauley is a partner in TML Advisors and owns Macauley Holdings LLC, which handles bookkeeping and tax filings. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients. The firm serves over 9,500 clients through a platform of more than 130 advisors and manages approximately $22.5 billion in assets, employing a client-driven investment process supported by research and an Investment Committee overseeing discretionary models.

Jesus Ceja is a financial advisor at Genter Capital Management with a Series 65 designation and one year of industry experience. He has worked at several firms, including Westside Investment Management and Trilogy Financial, before joining Genter Capital Management in 2023. Genter Capital Management provides discretionary investment supervisory services to a range of individual and institutional clients, managing equity and fixed-income portfolios as well as serving as adviser and sub-advisor to investment funds and ETFs. The firm employs a multi-team advisory staff and uses a combination of fundamental and quantitative analysis in its investment approach.

David Klatt is a financial advisor at Genter Capital Management in Los Angeles, CA, holding a Series 65 designation with 21 years of industry experience. He has been with Genter Capital Management since 1999. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, high net worth households, pension and profit-sharing plans, foundations, endowments, trusts, corporations, investment companies, 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 as well as sub-advisor to several ETFs.

David Yee is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 63 credential and bringing 31 years of industry experience. He has been with Kestra and its affiliated firm, KESTRA Investment Services, LLC, since 2012. Outside of his advisory role, he serves as an officer for Malama Investments, Inc. and Pacific Point Asset Management, both of which involve registered representative activities and investment advisory services. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, and businesses, offering a range of advisory and financial planning services with access to multiple investment platforms and third-party solutions.

Elijah Cooksey is a financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at City National Securities, Wealth Enhancement group entities, RBC Capital Markets, and AXA-Advisors. Outside of finance, he is a self-published fiction author and a general partner developing a mobile puzzle math game called Ribbon. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management from its affiliated sub-advisor RBC Rochdale with a broad financial services platform including banking, trust, and municipal advisory services.

Aida Mcnamara is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 credential and 38 years of industry experience. She has been with Mutual of Omaha Investor Services and Mutual/United Of Omaha Insurance Company since 1992. Outside of her advisory role, she is also an insurance agent specializing in life, health, annuities, group, property, and casualty insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who utilize model portfolios and approved third-party managers.

Andres Guzman is a CFP® professional with 11 years of industry experience, currently serving with Portside Wealth Group, LLC and Legacy Wealth Investment Counsel, LLC. His prior experience includes roles at Charles Schwab and Northwestern Mutual, among others. He is also licensed as an independent insurance agent in California, focusing on fixed life, health, and annuity products. Portside Wealth Group is a multi-advisor wealth management firm that delivers discretionary portfolio management, financial planning, pension consulting, and co-advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm utilizes a blend of fundamental, technical, and modern portfolio theory in its investment approach and offers related legal and accounting services through affiliated professionals.