Thomas Taylor is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co., and Credit Suisse Securities. Outside of his advisory work, he is engaged in authoring a retrospective on a book he originally published through Harper Collins. Mutual Advisors serves a diverse client base that includes individual investors, trusts, estates, retirement plans, and institutional clients. The firm employs a mix of active and passive investment strategies, utilizing multiple analytical approaches and third-party tools to tailor portfolios to client objectives, and is notable for the scale and breadth of its institutional management.

Matthew Montefusco is a financial advisor at Golden State Wealth Management, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Miracle Mile Advisors, Wells Fargo Bank, Pinnacle Capital Management, Bowen Advisors, and served in a role at the University of California, Los Angeles. Montefusco also provides administrative support to Golden State Wealth Management through a related business activity. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm emphasizes discretionary portfolio management and utilizes various analytical approaches and third-party managers, mainly billing clients based on assets under management.

Robert Driscoll is a financial advisor with Composition Wealth, LLC in Los Angeles, CA, holding Series 65 and Series 63 licenses and 12 years of industry experience. He previously worked at Infinity Financial Services and Karp Capital Management Corporation from 2015 to 2022. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, and businesses. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by various other investment strategies, and manages approximately $9.47 billion in discretionary assets.

Nicholas Gardner is a financial advisor with One Capital Management, LLC and holds Series 65 and Series 63 licenses. He has 15 years of industry experience, including prior roles at Fisher Investments and TIAA-CREF. Gardner has been with One Capital Management since 2025. One Capital Management, LLC manages approximately $8.5 billion for a range of clients including individuals, pension plans, and trusts. The firm offers wealth management, discretionary portfolio management, and advisory consulting, typically building globally balanced portfolios that blend active large-cap equity, ETFs, and diversified fixed income.

Robert Venezia is a financial advisor with SteelPeak Wealth, LLC in Encino, CA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Prior to joining SteelPeak in 2023, he spent 15 years at Key Asset Advisors and 16 years with the Key Investment Team. SteelPeak Wealth serves a diverse client base, including individual investors, pension plans, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, utilizing proprietary model portfolios and conducting due diligence on privately placed securities for eligible clients.

Robert Klingensmith is a financial advisor at Apella Wealth in Santa Monica, CA, holding a Series 66 designation with 20 years of industry experience. His career includes roles at PBMares, LLP, where he serves as a partner and consulting service line leader, as well as prior experience with firms such as Mass Mutual Investors Services and HSBC Securities. Apella Wealth serves a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a model-driven, quantitative investment approach with a range of managed account solutions and integrates technology and third-party managers to support its offerings.

Rajer Choobak is a financial advisor with NWF Advisory Services Inc in Los Angeles, holding the Series 66 designation and bringing 16 years of industry experience. He has been with NWF Advisory since 2013 and is also active with OSAIC. Outside of his advisory role, he is a member of the USC Marshall Alumni Association and serves as president of a family-owned S corporation established for tax purposes. NWF Advisory Services is a multi-team SEC-registered investment adviser managing approximately $6.4 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting through an open-architecture, technology-driven platform.

Michael Burr is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Westmount Asset Management LLC, Mariner Wealth Advisors LLC, AdvicePeriod LLC, and Resolution Economics LLC. Westmount Partners, LLC provides investment advisory, discretionary portfolio management, and financial planning services to individual and institutional clients. The firm focuses on tailored asset allocation using mutual funds, managed strategies, and alternative investments, including private and interval funds, and is recognized for managing multi-manager private funds and pooled investment vehicles.

Ziad Hijazi is a financial advisor at Gerber Kawasaki Wealth & Investment Management with seven years of industry experience. He has been with Gerber Kawasaki since 2019 and holds a Series 65 designation. Outside of his advisory role, he serves as a liaison between clients and CPAs at GK Tax and Accounting, providing financial planning advice and client referrals. Gerber Kawasaki advises a diverse client base including individual households, retirement plans, trusts, and corporations, offering wealth management, modular financial planning, and pension consulting. The firm employs an active management approach with both discretionary and non-discretionary portfolio management, combining fundamental and technical analysis and providing a range of services including tax preparation and estate-planning tools.

Michael Evans is a CFP® with 29 years of industry experience, currently serving as a senior partner at SEIA. His career includes positions at SES Inc., Royal Alliance Associates, Signator Investors, and Charles Schwab. He is licensed for insurance sales and service related to financial planning. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving retail and high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm employs a structured investment approach that combines strategic and tactical asset allocation, offering a range of portfolio management and financial planning services.

Christine Matthew is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. Her prior roles include positions at United Capital Financial Advisers, Fidelity Personal and Workplace Advisors, and FIDELITY Brokerage Services. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic asset allocation with tactical micro-allocation and a six-step investment process, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and retirement consulting services.

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.

Sean Bingham is a financial advisor at One Capital Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining One Capital, he worked at Wheatley Bingham & Baker Law Firm and held positions at Louisiana State University and the University of Arizona. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory and retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

Phillip Argue is a financial advisor with SEIA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Morgan Stanley, Citigroup Global Markets, and Steel Peak Wealth Management. He currently serves as Director of Investment Strategy at SEIA. SEIA is an SEC-registered multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a combination of strategic and tactical asset allocation supported by an Investment Solutions Group and Committee, offering a range of portfolio management and financial planning services across both discretionary and non-discretionary account structures.

Gary Liska is a CFP® professional with 32 years of experience in the financial services industry. He is currently affiliated with SEIA and has held roles at SES Inc., Royal Alliance Associates, Inc., Seia LLC, and Signator Investors, Inc. Outside of advisory work, he serves on the board of a homeowners association, where he assists with budgeting and meeting management. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving about 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm combines strategic and tactical asset allocation through a structured six-step investment process and offers both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Alexander Chumas is a financial advisor at SEIA with four years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services, Inc. and Signature Estate & Investment Advisors, LLC. Prior to his advisory roles, he was employed at the University of Southern California and New Mexico State. 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 and offers a range of portfolio management and financial planning services, emphasizing non-discretionary management and specialized investment strategies.

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.