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.

David Yee is a financial advisor with Kestra Private Wealth Services, LLC, holding the Series 63 designation and 32 years of industry experience. He has worked at Kestra Investment Services and Kestra Private Wealth Services since 2012. Outside of his advisory role, he serves as an officer and partner in investment-related businesses including Malama Investments, Inc. and Pacific Point Asset Management. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers access to a wide range of investment products and platforms while overseeing advisor recommendations within a defined menu.

Elijah Cooksey is a financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at City National Securities, Wealth Enhancement group entities, RBC Capital Markets, and AXA-Advisors. Outside of finance, he is a self-published fiction author and a general partner developing a mobile puzzle math game called Ribbon. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management from its affiliated sub-advisor RBC Rochdale with a broad financial services platform including banking, trust, and municipal advisory services.

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. in Los Angeles, CA, 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. In addition to her advisory role, she is also licensed as an insurance agent handling life, health, annuities, group, property, and casualty insurance lines. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works with third-party money managers and delivers managed solutions primarily through a platform relationship with Envestnet and Pershing.

Charles Watson is a financial advisor at SEIA holding Series 65 and Series 66 licenses. He has one year of industry experience, with prior roles at several firms including Serenus Wealth Advisors, Saint & Second, and NAI Capital. SEIA is a multi-team, SEC-registered advisory firm with approximately 141 advisors serving around 9,500 clients. The firm provides a range of services including portfolio management, financial planning, retirement plan consulting, and investment consulting, utilizing both discretionary and non-discretionary approaches supported by a structured investment process.

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.

Carlos Salcedo is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Morton Wealth. He previously worked at Rice Hall James & Associates, LLC and Dowling & Yahnke, LLC. Morton Wealth provides customized investment management and financial planning services to individuals, families, retirement plans, and trusts. The firm emphasizes modern portfolio principles, diversification, and risk management while offering discretionary portfolio management alongside ancillary services such as business consulting and retirement-plan consulting.

Lawrence Goodfriend is a financial advisor at Composition Wealth, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked with Composition Wealth since 2016. In addition to his advisory role, he is a partner at Goodfriend & Jacobs, LLP, a CPA firm where he spends approximately half of his time. Composition Wealth, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focusing on low-cost, diversified mutual funds and ETFs, supplemented by other asset types and rigorous due-diligence processes.

Hampton Adams III is a financial advisor with SEIA who holds Series 63 and Series 65 credentials and has 33 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC., Jhfn Sii, and Gamble Jones Investment Counsel. He has worked with SEIA and related entities since 2012. SEIA is a multi-team advisory firm with approximately 142 advisors serving individual, trust, retirement plan, and institutional clients. The firm combines strategic asset allocation with tactical adjustments and quantitative and qualitative security selection, offering a range of portfolio management and financial planning services across various account structures.

Michael Amash is a financial advisor at Westmount Partners, LLC with 23 years of industry experience. He holds a Series 63 designation and previously worked at Westmount Asset Management from 2002 to 2011. Westmount Partners, LLC provides investment advisory and discretionary portfolio management to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm emphasizes tailored asset allocation using mutual funds, managed strategies, and alternative investments such as private and interval funds, serving as a private fund adviser and sub-advisor for multi-manager private funds launched since 2019.

Gerard Tamparong is a CFP®, CFA®, and Series 63 licensed financial advisor with 25 years of industry experience. He has worked at Composition Wealth, LLC since 2020 and previously spent 19 years at Payden & Rygel. Composition Wealth, LLC offers 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’s investment approach focuses on long-term strategies using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds, while providing fiduciary services for retirement plans.

Samuel Covert is a financial advisor at Kestra Private Wealth Services, LLC with 19 years of industry experience. He holds a Series 65 designation and has worked at Kestra since 2025. Prior to that, he was with Alti Wealth Management (US International), Inc. for one year and Noctua International WMG, LLC for 12 years. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets across about 208 advisors and offers services through various platforms and investment products, supporting both discretionary and non-discretionary arrangements.

Andrew Curto is a financial advisor at Citizens Private Wealth in Los Angeles, CA, with 14 years of industry experience. He holds a Series 66 designation and has worked at notable firms including JP Morgan Chase Bank and First Republic Securities Company. Curto is also named as a Successor Trustee for a client account. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm provides tailored investment management through a combination of discretionary portfolio oversight and open-architecture strategies, supported by its affiliation with Citizens Bank, N.A., which offers unique banking and lending features.

Patrick Bowen is a financial advisor with One Capital Management, LLC in Westlake Village, CA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with One Capital Management since 2004. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with approximately $7.0 billion in discretionary assets under management. The firm employs a macroeconomic and fundamental research-driven investment process, managing globally balanced portfolios through active large-cap equity management, ETFs, and diversified fixed income strategies.

Brian Hsieh is a financial advisor at RBC Securities, Inc. with 16 years of industry experience. He holds the CFA® designation as well as Series 65 and Series 63 licenses. Prior to joining his current firm, he worked for Wells Fargo Investments, LLC for 17 years and has been with City National Rochdale for the past 7 years. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates portfolio management and financial planning within a broad financial services group affiliated with a bank, offering a range of investment solutions and related services.

Kirk Aguer is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 license and 23 years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Stanley, and Citigroup Global Markets. In addition to his advisory work, he is a registered representative at PURSHE KAPLAN STERLING INVESTMENTS, Inc., where he spends part of his time on insurance sales and broker-dealer activities. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of 145 advisors. The firm serves individuals, high-net-worth families, family offices, and institutional clients, combining centrally managed mandates with locally managed portfolios supported by a structured investment process that includes fundamental analysis, ESG risk models, Direct Indexing, and technology tools such as generative AI.

Richard Mc Whorter is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Citigroup Global Markets. Outside of his advisory work, he is involved with Electric Jane, a live music private membership club in Nashville. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Eric Miller is a Series 66-licensed financial advisor at Northern Trust Securities, Inc. with two years of industry experience. Prior to joining Northern Trust Securities in 2026, he worked at Edward Jones and MassMutual Life Insurance Company. His work history also includes roles unrelated to finance, such as involvement with Britton Christian Church and Turning Point USA. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven, discretionary portfolio management through Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs, integrating proprietary and third-party investment products with annual portfolio reviews.