Judith Harlan is a CFP®, ChFC®, and Series 66-licensed financial advisor at NWF Advisory Services Inc with 12 years of industry experience. She has worked at OSAIC since 2018 and previously held roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. 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.

Paul Miller is a financial advisor at First Foundation Advisors with 15 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with First Foundation Advisors since 2012. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as investment companies. The firm uses an open-architecture, multi-asset approach that includes equities, fixed income, mutual funds, ETFs, alternative investments, and independent managers, and operates with a bank holding company affiliation through FirstSun Capital Bancorp.

Victoria Murphy is a financial advisor at SEIA with a Series 65 credential and three years of industry experience. Prior to joining SEIA, she worked at Steel Peak Wealth Management and has experience in various roles including operations and animal hospital settings. Outside of her advisory role, she serves as Director of Operations for Chris Sailer Kicking LLC, a football training company. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a multi-team platform of 132 advisors managing approximately $22.5 billion in assets. The firm employs a structured, client-driven investment process combining strategic and tactical asset allocation, offering multiple managed account programs and comprehensive financial planning options.

Cristian Lopez is a financial advisor at Certuity, LLC with a Series 65 credential and one year of industry experience. Prior to joining Certuity, he worked at Park City Wealth Advisors for one year and was a full-time student from 2015 to 2025. Certuity serves high- and ultra-high-net-worth families, private foundations, endowments, family offices, and pooled investment vehicles, providing investment advisory, family office, financial planning, and consulting services. The firm emphasizes asset allocation, diversification, and a long-term buy-and-hold investment approach, supplementing public market strategies with access to private markets through its private fund series.

Michael Mendell is a financial advisor at Gradient Advisors, LLC in Santa Monica, CA, holding a Series 65 designation. He has one year of industry experience and previously worked at the Los Angeles County Superior Court for nine years. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, managing approximately $289 million in regulatory assets and administering about $1.10 billion, with a focus on a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.

Charles Warner is a financial advisor at Genter Capital Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Quasar Distributors, LLC since 2001. Located in Los Angeles, CA, he is part of a multi-team advisory staff. Genter Capital Management provides discretionary investment supervisory services to a diverse client base, including individual and institutional investors such as pension plans, foundations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income portfolios and serves as adviser to the Genter Capital Dividend Income Fund as well as sub-advisor to several ETFs.

Jason Horg is a financial advisor with Perennial Financial Services, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial, Capital Financial Services, Inc., and Mariner Independent. Outside of advisory work, he serves as a notary public. 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, utilizing multiple platform relationships and third-party managers to tailor portfolios across a range of securities.

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.

Joshua Sanchez is a financial advisor with Aegis Capital Corp. He holds industry experience totaling one year and has been with Aegis Capital since 2025. Prior to this, he has been involved with Unlimited Management since 2016. Aegis Capital Corp. provides investment advisory and related financial services to a diverse client base including individual and corporate clients. The firm offers a range of services such as asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking, with advisory relationships that can be either discretionary or non-discretionary.

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.

Christopher Sutherlin is a financial advisor at Copper Financial in Hawthorne, CA, holding a Series 66 designation. He has one year of industry experience, including prior roles at Uber Technologies, MWA Financial Services, and Modern Woodmen of America. Copper Financial primarily serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party managers, a model-based wrap program, and an online Guided Investing option. The firm works with individual and institutional clients, acting as fiduciaries while providing advisory services and conducting due diligence on third-party managers.

Russell Hill is a CFP® with 37 years of industry experience and has been an advisor at Halbert Hargrove since 1998. He holds the Series 63 designation and serves as President, Chief Compliance Officer, and Investment Counselor at Halbert Hargrove/Russell LLC. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management and financial planning, using an Investment Committee to build diversified portfolios incorporating equities, fixed income, and alternative 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.

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.

Paul Kletke is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and 17 years of industry experience. He has worked with Global View Capital Advisors, LLC and Global View Capital Management, LLC since 2014 and previously spent over three decades at Southern California Edison. Additionally, he serves as an independent contractor for Global View Capital Advisors, focusing on marketing, education, and sales of the firm’s advisory services. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach supported by its in-house research platform, offering various managed account options including SMA, mutual funds, ETFs, and third-party manager access.

Michael Gilman is a financial advisor at Gerber Kawasaki Wealth & Investment Management with eight years of industry experience. He has held prior roles at Fidelity Brokerage Services LLC and NYLife Securities LLC. Outside of his advisory work, he is a member of Alignment LLC, which sells a cosmetic acne treatment product online. 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 and financial planning services using both fundamental and technical analysis, with an active management approach that includes systematic rebalancing and tax-loss harvesting.