Christian Cordoba is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Mutual Advisors, LLC, where he has worked since 2019. Prior to that, he held positions at First Allied Advisory Services, Inc., First Allied Securities, Inc., and California Retirement Advisors Group, Inc. Cordoba is also active as an independent insurance agent and serves on the Torrance Memorial Professional Advisory Council as a volunteer. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional investors. The firm offers asset management, financial planning, ERISA advisory, and sub-advisory services, employing a mix of active and passive investment strategies tailored to client objectives and using various analytical approaches alongside third-party tools.

Anne Johnston is a CFP® with 19 years of industry experience currently affiliated with OneSeven. Her prior roles include positions at UBS Financial Services and Tcwp LLC. Outside of her advisory work, she is active as a freelance writer, speaker, and musician, and she is involved in creating educational content through her company, Created Studios LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, utilizing diversified portfolios with access to alternatives and private placements. The firm employs a primarily long-term investment approach combined with internal due diligence and offers both discretionary and non-discretionary arrangements.

Lisabeth Schiller is a financial advisor at Blackridge Asset Management, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Gold Coast Securities, Inc. for 18 years. Outside of her advisory role, Schiller serves as treasurer on multiple nonprofit boards and is involved in musical theater production and mobile app development. Blackridge Asset Management provides financial planning, investment management, and related consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management through a network of advisers and a turnkey asset management platform emphasizing diversified strategies and discretionary authority.

Saleem Bisharat is a financial advisor with Gerber Kawasaki Wealth & Investment Management, holding a Series 65 designation and four years of industry experience. Prior to joining Gerber Kawasaki in 2022, he worked at Coastal Marine Services and has experience in education roles at San Diego State University and Steele Canyon High School. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and institutional clients. The firm offers wealth management, financial planning, pension consulting, and tax and estate-planning services through a combination of discretionary and non-discretionary portfolio management with active strategies such as systematic rebalancing and tax-loss harvesting.

Brenton Kessel is a Certified Financial Planner® at Abacus Wealth Partners with 22 years of industry experience, all spent at the firm since 2004. He participates in The Enough Project, where he facilitates research, conversation circles, and workshops focused on addressing global issues without providing financial advice or compensation. Abacus Wealth Partners serves individuals, families, institutions, and charitable organizations with financial planning, consulting, and investment management. The firm employs an asset-class investing approach grounded in academic research and incorporates ESG screening and private pooled investments for suitable clients.

Benjamin Rosbach is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding the Series 65 designation with one year of industry experience. His work background includes roles at Gerber Kawasaki Wealth & Investment Management, Dexcom, Inc., and Enfield Farms, Inc. Outside of finance, he has experience as a lifeguard at Cal Poly ASI and was involved with the Bayside Swimming Club. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual households, retirement plans, trusts, corporations, and municipal clients. The firm offers wealth management, financial planning, and pension consulting, employing an active investment approach with systematic rebalancing, tax-loss harvesting, and both discretionary and non-discretionary portfolio management.

Troy Franzen is a financial advisor with SEIA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Signature Investment Advisors LLC and Royal Alliance Associates, among others. He is also a relationship manager at SIA LLC, an investment-related LLC focused on RIA sales and service. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic and tactical portfolio management through a structured investment process and offers a range of financial planning and consulting services, with a notable emphasis on non-discretionary management.

Craig Borkovec is a financial advisor with Composition Wealth, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has worked at Composition Wealth since 2020 and previously at Deawm Distributors, Inc. for four years. 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, managing approximately $9.47 billion in discretionary assets through a multi-advisor structure.

Nicholas Wolf is a CFP® with nine years of industry experience, currently serving at Forefront Wealth Partners. His prior roles include positions at The Pacific Bridge Companies, Inc., Calton & Associates Inc., Manhattan West Asset Management, KeyBank, Morgan Stanley, Citi Bank, and J.P. Morgan Securities. Outside of financial advising, he is involved in dog boarding and dog walking through a pet services business in Olympia, WA. Forefront Wealth Partners is a team-based advisory firm serving individual, business, and corporate clients with tailored investment management and comprehensive financial planning services. The firm employs customized portfolios and integrates related business services, including tax and insurance, across multiple offices.

Chrysantha Cosby is a financial advisor at Abacus Wealth Partners with six years of industry experience. She holds a Series 65 credential and previously worked at Custom Wealth-Concorde Investment Services for five years before joining Abacus in 2019. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base including individuals, high-net-worth clients, families, and various institutional entities. The firm utilizes an asset-class investing approach grounded in academic research and integrates ESG screening and private pooled vehicles into suitable client portfolios.

Scott Miller is a CFP® with nine years of industry experience, currently serving as a financial advisor at Merit Financial Advisors in Pasadena, CA. His prior roles include positions at Commonwealth Financial Network, The Bridgeway Group, and RNC Genter Capital Management. Miller owns Miller Financial Group, a private entity through which he conducts securities, advisory, and insurance business. Merit Financial Advisors is a multi-team SEC-registered firm that serves individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy supported by an internal investment team and third-party managers, offering both discretionary and non-discretionary account management.

Cory Davenport is a CFP® with nine years of industry experience, currently serving at Westmount Partners, LLC in Los Angeles, CA. His prior work includes multiple roles at Northwestern Mutual and Westmount Asset Management. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients. The firm focuses on tailored asset allocation using mutual funds, managed strategies, and private funds, and is noted for managing multi-manager private funds and serving as a private fund adviser and sub-advisor.

Anthony Lee is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Wedbush since 2010 and previously spent nine years at UBS Financial Services. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and capital markets solutions. The firm supports tailored portfolio management strategies and offers custodial, clearing, and prime services alongside research and securities lending activities.

Hayley Bates is a CFP® with 16 years of industry experience, currently serving as an advisor at SEIA. Her prior roles include positions at Royal Alliance Associates, Signature Estate & Investment Advisors, and Signator Investors. She is a member of the Leadership Council for the nonprofit A Place Called Home, focusing on fundraising activities. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional entities. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing a structured investment process that combines strategic asset allocation with tactical security selection.

Gregg Koutouvidis is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at RBC Capital Markets, LLC and City National Bank. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates portfolio management and financial planning with affiliated sub-advisory oversight and offers custodial and cash-management features within a broad financial services group structure.

Zachary Statzer is a financial advisor at Perennial Financial Services with one year of industry experience. He holds the Series 66 designation and has worked at Ford Financial Group and LPL Financial. Outside of advising, he is the owner of Imago Dei Coffee, LLC, a non-investment-related business. Perennial Investment Advisors provides investment management, financial planning, and retirement consulting to individuals, trusts, pensions, and corporate clients. The firm combines various investment strategies and technologies, including AI tools and multiple custodian platforms, to tailor and manage client portfolios.

Christopher Vallejo Jr. is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Abacus Wealth Partners since 2021. Prior to his advisory role, he worked with Regal Wine Company and has experience as a self-employed musician and involvement with arts education and community organizations. Abacus Wealth Partners serves individuals, families, and institutions with financial planning and investment management, employing an asset-class investing approach that incorporates academic research and ESG considerations. The firm is notable for its use of private investments and centralized portfolio management across a broad client base.

Rudy Sanchez is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding a Series 66 designation and having two years of industry experience. His prior roles include positions at City National Securities, Inc. and CITY NATIONAL BANK. 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 a broad range of financial services, including affiliated portfolio management by RBC Rochdale, delivering financial planning, portfolio management, and ongoing reporting.

Chaundra Straker is a Series 66 licensed financial advisor with 15 years of industry experience, currently with Principal Advised Services. Her prior experience includes roles at Cetera Advisor Networks and National Planning Corporation. Outside of finance, she works as a beertender and server at Firestone Walker Brewing Company. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models to deliver both non-discretionary recommendations and a discretionary wrap-fee investment management program.

William Mcintosh is a financial advisor at Wedbush Securities Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms including TD Ameritrade and Morgan Stanley. He also spent time at the Securities and Exchange Commission. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, securities lending, capital markets, and advanced clearing and prime services.