Christian Cordoba is a CFP® professional with 33 years of experience in financial advising. He has worked at Mutual Advisors, LLC since 2019 and previously held roles at First Allied Advisory Services, Inc., First Allied Securities, Inc., and California Retirement Advisors Group, Inc. Outside of financial advising, Cordoba is an independent insurance agent and serves on the Torrance Memorial Professional Advisory Council as a volunteer. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through 123 advisors, serving individual, institutional, trust, and retirement plan clients. The firm offers a range of services including asset management and financial consulting, utilizing a combination of passive and active investment strategies tailored to client objectives.

Anne Johnston is a CFP® with 19 years of experience in the financial services industry. She currently works at OneSeven and has previously been employed at UBS Financial Services and Tcwp LLC. Outside of advising, she is involved in freelance writing, educational content creation through Created Studios LLC, public speaking, and composing and performing music. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified portfolios and access to alternatives, offering both discretionary and non-discretionary arrangements.

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 CFP® with 22 years of experience in the financial industry, currently serving at Abacus Wealth Partners since 2004. He is involved with The Enough Project, where he facilitates workshops and conversation circles focused on addressing global issues through qualitative research, without providing financial advice or compensation. Abacus Wealth Partners serves a diverse client base including individuals, families, trusts, and charitable organizations, offering financial planning and investment management with a passive, asset-class oriented approach tailored to clients’ risk profiles and goals. The firm also engages in private fund management and incorporates ESG screening upon request.

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 at Signature Estate & Investment Advisors, LLC (SEIA) with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Royal Alliance Associates, Inc. and SES LLC. Franzen is also a relationship manager at SIA LLC, an RIA sales and service firm. SEIA serves high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm combines strategic macro asset allocation with tactical adjustments, operating primarily non-discretionary programs alongside discretionary offerings and integrates ESG considerations and AI tools in its investment process.

Craig Borkovec is a financial advisor at Composition Wealth, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Composition Wealth since 2020 and previously at Deawm Distributors, Inc. from 2015 to 2019. 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, charitable organizations, insurance companies, and retirement plans. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual stocks and bonds, and a combination of fundamental and technical analysis.

Chrysantha Cosby is a financial advisor with Abacus Wealth Partners, holding a Series 65 credential and six years of industry experience. She 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 broad client base including individuals, families, pension plans, and charitable organizations. The firm follows a passive, asset-class investment approach with ESG screening options and offers access to private fund investments such as the Align Impact fund.

Scott Miller is a CFP® with nine years of industry experience, currently with Merit Financial Advisors in Pasadena, CA. His prior experience includes roles at Commonwealth Financial Network, The Bridgeway Group, and RNC Genter Capital Management. Miller is also the owner of Miller Financial Group, a private entity involved in securities, advisory, and insurance business. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios using centrally managed sleeves and model allocations, offering comprehensive wealth-management services including financial planning, retirement plan advice, and employee financial-wellness programs.

Cory Davenport is a CFP® with eight years of industry experience, currently serving as a financial advisor at Westmount Partners, LLC. He has worked at Westmount Asset Management since 2020 and previously spent six years at Northwestern Mutual. Westmount Partners, LLC provides discretionary portfolio management and financial planning to individual clients, including high-net-worth households, as well as pension plans, non-profits, estates, trusts, and corporations. The firm manages approximately $5.2 billion across about 1,400 clients, emphasizing no-load mutual funds and pooled vehicles, and acts as adviser and sub-adviser to multiple private pooled investment vehicles.

Anthony Lee is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Wedbush Securities since 2010. Wedbush Securities serves a diverse client base, including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

Hayley Bates is a CFP®-designated financial advisor at SEIA with 16 years of industry experience. Her prior roles include positions at Royal Alliance Associates, Signature Estate & Investment Advisors, and SES LLC. She serves as a member of the Leadership Council for A Place Called Home, a nonprofit organization. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a client-driven investment process supported by in-house research and offers a range of managed account programs alongside modular and comprehensive financial planning options.

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 Series 65 credentialed advisor with five years of industry experience. He has been with Abacus Wealth Partners since 2021. Prior to his financial advisory career, Vallejo held roles at Regal Wine Company and engaged in music and arts activities, including self-employment as a musician and work with the Zhen Music and Arts Institute. Abacus Wealth Partners serves a broad range of clients, including high-net-worth individuals, families, and organizations, offering financial planning, consulting, and investment management services. The firm uses a passive-oriented, asset-class investment approach with options for ESG screening and also sponsors the Align Impact private fund.

Rudy Sanchez is a financial advisor at RBC Securities, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked 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 its wrap-fee investment advisory program, offering financial planning, portfolio management, and ongoing reporting. The firm integrates a broad financial services group affiliation, including an affiliated sub-advisor that manages portfolios using mutual funds, ETFs, SMAs, and individual securities.

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 with Wedbush Securities Inc. in Pasadena, CA. He holds a Series 66 designation and has 19 years of industry experience, including a brief tenure at the Securities and Exchange Commission in 2017. He has been with Wedbush Securities since 2017. Wedbush Securities serves a diverse client base that includes individual, high-net-worth, foundation, and institutional investors. The firm offers a range of brokerage and SEC-registered advisory services, covering wealth management, fixed income, commodities, securities lending, capital markets, and prime services.

Case Wagstaff is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab and various real estate advisory firms. Wedbush Securities serves a broad client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered advisory services across multiple asset classes and investment solutions. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

Reza Zamani is a financial advisor at SteelPeak Wealth, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with SteelPeak since 2012. Prior to joining SteelPeak, he worked at Purshe Kaplan Sterling Investments from 2012 to 2018. Outside of his advisory role, he is a managing member of ZAMANI CAPITAL, LLC and ZAMANI ENTERPRISES, LLC, which are involved in real estate activities, and he is also a fixed insurance agent with Steel Peak Estate & Insurance. SteelPeak Wealth serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charities, family offices, private funds, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, alternative strategies, and private placement consulting, often implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.