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.

Kyle Saenz is a financial advisor with The AmeriFlex Group in Long Beach, CA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Wells Fargo in various capacities. He is also president of KSMR Investments, a trading business. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm delivers customized portfolio management and financial planning solutions using model asset allocations, discretionary manager relationships, and multiple custodians.

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.

Sage Casaga is a financial advisor at Gerber Kawasaki Wealth & Investment Management with five years of industry experience. He holds a Series 65 designation and has worked at Gerber Kawasaki since 2020. Prior to that, he held roles at Glenn Burdette, Cal Poly, Gideon Strategic Partners, and Casaga Electric Inc. Casaga also provides accounting services through GK Tax and Accounting, acting as a liaison between clients and CPAs. Gerber Kawasaki Wealth & Investment Management serves a diverse client base that includes individual households across wealth levels as well as institutional entities. The firm offers wealth management, financial planning, pension consulting, ETF sub-advisory services, and alternative investment access, managing portfolios with tailored strategies and ongoing monitoring.

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.

Gregory Devine is a financial advisor with 21 years of industry experience, currently with 71 West Capital Partners. His prior experience includes 16 years at Goldman Sachs & Co. and five years at UBS Financial Services Inc. Outside of advising, he owns and manages real estate through several sole proprietorships and LLCs. 71 West Capital Partners provides wrap-fee portfolio management and consulting to individuals, high-net-worth clients, trusts, pension, and corporate clients. The firm manages approximately $5.5 billion, offering customized portfolios with ongoing monitoring and a range of investment strategies.

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.

Lawrence Goodfriend is a financial advisor at Composition Wealth, LLC with 17 years of industry experience. He holds a Series 65 credential and has been with Composition Wealth since 2016. In addition to his advisory role, Goodfriend is a partner at Goodfriend & Jacobs, LLP, a CPA firm where he spends approximately half of his time. Composition Wealth is an SEC-registered investment adviser that provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, and broker/dealers. The firm manages about $9.5 billion through a multi-advisor platform and uses a long-term, asset-allocation driven approach incorporating low-cost funds, individual securities, and alternative investments with ongoing oversight and rebalancing.

Hampton Adams III is a financial advisor at SEIA with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Royal Alliance Associates and Jhfn Sii. He is also licensed in insurance sales and service consistent with financial planning. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations by providing investment management, financial planning, and consulting services. The firm combines strategic asset allocation with tactical adjustments through an in-house research group and Investment Committee, offering a range of managed-account programs and third-party platform access.

Keely Patridge is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include 19 years at Charles Schwab & Co., Inc. and her current tenure at City National Securities, Inc. since 2024. 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 is integrated within a broad financial services group, offering financial planning and portfolio management with delegated investment management by its affiliated sub-advisor, RBC Rochdale.

Marcus Marshall is a financial advisor with MissionSquare Retirement in Los Angeles, CA, holding Series 63 and Series 65 designations and 10 years of industry experience. He has been with ICMA Retirement Corporation since 2015. Outside of his advisory role, he works as a food delivery carrier for Uber Eats. MissionSquare Retirement serves state and local government employers, employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Victoria Wilk is a financial advisor at Mutual Advisors, LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Independent Financial Group and First Allied Advisory Services. Outside of her advisory role, she is the founder and designer of Shaque D'Amour, a French home design and decor business, and also provides marketing and copywriting consulting for small businesses. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plan participants with a range of services including asset management, financial consulting, and ERISA plan advisory, utilizing both passive and active investment strategies tailored to client objectives.

Michael Amash is a financial advisor at Westmount Partners, LLC with 22 years of industry experience. He has been with Westmount Asset Management since 2002. His credentials include the Series 63 designation. Westmount Partners provides discretionary portfolio management and financial planning 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, employing portfolios primarily composed of no-load mutual funds and pooled vehicles, and offers access to alternative and private investments for qualified investors.

Gerard Tamparong is a CFP®, CFA®, and Series 63 credentialed financial advisor with 24 years of industry experience. He has worked at Composition Wealth, LLC since 2020 and previously spent 19 years at Payden & Rygel. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm’s investment approach emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs alongside individual securities, employing both fundamental and technical analysis.

Mark Markland is a CFP® professional with 38 years of industry experience, currently serving at The AmeriFlex Group. His prior work includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and First Allied Advisory Services. He is also involved in insurance and benefits through an agent role outside of his advisory work. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing multiple program platforms and custodial arrangements to deliver tailored strategies.