Avi Bialo is a financial advisor at Arete Wealth Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and has been with Arete Wealth Advisors and Arete Wealth Management since 2013. Outside of his advisory work, he is a self-employed musician. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of advisor-driven and proprietary rule-based model allocations and uses third-party sub-advisers, regularly monitoring accounts while acting as an ERISA fiduciary when applicable.

Jeffrey Sinclair is a CFP® with six years of industry experience, currently serving at Perennial Investment Advisors, LLC. His prior experience includes six years at Edward Jones and two years at Lyft Inc. He has also worked with the San Jose Earthquakes LLC. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to individual clients, trusts, pensions, and corporate accounts. The firm integrates advanced technology, including AI tools, into its investment process and operates across multiple custodians and platforms.

Daniel Kutsch is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. He holds a Series 65 credential and began his advisory career in 2025. Prior to joining Gerber Kawasaki, he was a full-time student and has held positions outside of finance, including work at Finley Golf Course and Blox LLC. Gerber Kawasaki serves a diverse client base, including individual households across wealth levels and institutional entities such as pension plans and municipal clients. The firm employs tailored investment strategies with ongoing portfolio monitoring and offers access to alternative investments, financial planning, and ETF sub-advisory services.

Morris Symson is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has been with Kestra since 2014 and also serves as a consultant and portfolio manager for Pacific Point Asset Management, an independent RIA where he provides client advisory services and portfolio management. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services, supporting independent advisor decision-making with access to multiple platforms and in-house and third-party solutions.

Kyle Clark is a financial advisor at Gerber Kawasaki Wealth & Investment Management with six years of industry experience. He holds a Series 65 designation and has been with Gerber Kawasaki since 2019. Prior to his advisory role, he was involved with Casetta Coffee, Casetta Group, and Montecito Venture Partners. He also serves as a liaison between clients and the firm’s tax and accounting department, referring clients and coordinating with CPAs. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies with ongoing monitoring and manages an actively managed ETF focused on growth stocks.

Taylor Richmond is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding a Series 66 designation and two years of industry experience. Prior to joining RBC, Richmond worked at City National Securities and CommonGood Securities, and manages an astrology consulting business called Astropolated Visions, LLC. 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’s investment management is delegated to RBC Rochdale, which constructs diversified portfolios and manages accounts on a discretionary, asset-based fee basis.

Celia Meagher is a financial advisor at Brighton Jones LLC in Los Angeles, CA, with 15 years of industry experience. She holds the CFP® and Series 66 designations and has worked previously at Morton Capital Management and Oppenheimer. Outside of her advisory role, she is the founder and owner of Hangurs LLC, a marketplace for moms. Brighton Jones serves high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive wealth-management services through a Personal CFO model and family office offerings. The firm combines discretionary and non-discretionary investment management with private-investment opportunities and offers administrative and legal support services through affiliated entities.

Theodore Saade is a senior partner at SEIA with 30 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Signator Investors, Inc., Royal Alliance Associates, Inc., and SES LLC. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a team of 132 advisors managing approximately $22.5 billion in assets. The firm employs a systematic, client-driven investment process supported by research and offers a range of managed account programs and financial planning options.

Nathaniel Angelo is a financial advisor at Composition Wealth, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at RBC Capital Markets and Columbia River Advisors LLC. Outside of his advisory role, he is a member and capital contributor of Northshore Capital Investment LLC, a real estate investment entity. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans with a multi-advisor approach. The firm focuses on long-term, asset-allocation driven portfolio construction using diversified low-cost mutual funds, ETFs, individual securities, and selective alternative investments.

Noah Boatright is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with NWF Advisory Services Inc and previously worked at OSAIC Wealth Inc and National Planning Corporation. Outside of his advisory role, he volunteers as a regional coach administrator for a youth soccer league. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily for individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm employs an open-architecture wealth management platform with a focus on strategic long-term investing alongside tactical strategies.

Robert Hunt is a financial advisor at Genter Capital Management with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Genter Capital Management since 2012 and IMST Distributors, LLC since 2013. He serves as Director for North Territory at Genter Capital Management, focusing on advisor relationship management. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, pension plans, foundations, and government entities. The firm manages both equity and fixed-income strategies, including municipal bonds, and advises the Genter Capital Dividend Income Fund as well as several ETFs.

Evelyn Fernandez is a financial advisor at Prosperity - An EisnerAmper Company with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including Avantax Investment Services, Cetera, and KROST Wealth Management. Outside of her advisory role, Evelyn serves as a CPA and Tax Principal in EisnerAmper’s tax practice. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach with approximately 63 advisors managing around $5 billion in assets, emphasizing asset allocation and diversification through both discretionary and non-discretionary management.

Steven Petrovich is a CFA® charterholder and holds a Series 66 designation, with nine years of industry experience. He is currently with Jefferies Investment Advisers LLC in Los Angeles, having joined the firm in 2025 after eight years at City National Rochdale. Prior to that, he was affiliated with the University of California Los Angeles. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad client base, including individuals, trusts, estates, and charitable organizations. The firm emphasizes a collaborative and customized planning process supported by third-party software and analytical tools, separate from implementation and transaction execution functions.

Jeffrey Bannon is a financial advisor with Capital Analysts who holds a Series 66 designation and has 17 years of industry experience. His career includes roles at The Rawls Group, Lincoln Investment, Capital Analysts Incorporated, and Pacific Southwest Financial. He serves as Vice President and CFO for the Sideline Supporters Boosters Club, a nonprofit organization supporting youth sports. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through multiple programs, supported by an in-house investment management and research team that employs proprietary screening and model portfolios.

Miguel Hernandez is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Fusion Capital Management since 2018 and has concurrent roles spanning insurance and financial services since 2006. Outside of advising, Hernandez is active as a notary public and occasionally promotes events as a DJ. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, estates, and corporate clients. The firm employs a tailored investment approach combining internally developed asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Betty Chin is a financial advisor with Perennial Financial Services in Brea, CA, holding a Series 66 designation and eight years of industry experience. She previously worked at Edward Jones for 14 years before joining Perennial Financial Services and LPL Financial in 2025. Perennial Financial Services provides investment advisory and consulting to individual clients, 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 and retirement plan solutions.

Lorraine Bishop is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and bringing 25 years of industry experience. She has worked with ChangePath, LLC, Sorrento Pacific Financial, LLC, and Partnervest Advisory Services LLC, and maintains a legal practice as a partner at Bishop and Bishop. In addition to her advisory work, she serves as an adjunct instructor at Glendale Community College, teaching business law and international marketing. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, and option-based strategies to manage client portfolios.

Barry Simon is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation with 42 years of industry experience. He has been with Wedbush Securities since 2001 and has maintained an acting career since 1989. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, combining broker-dealer and capital markets functions with custody, clearing, and prime services in commodities and derivatives.

Tab Artis is a financial advisor at Integrity Advisory Solutions with five years of industry experience. He holds a Series 65 credential and previously worked at LPL Financial for five years. In addition to his advisory role, he is the owner and managing attorney of The Artis Law Firm, APLC, specializing in estate planning, probate, and trust administration. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, and retirement consulting through a network of advisers, utilizing both discretionary and non-discretionary strategies with a range of investment vehicles.

Hyung Kim is a Certified Financial Planner™ with 28 years of industry experience. He is currently with Diversify Advisory Services, LLC and has previously worked at M.S. Howells & Co. and Klk Capital Management LLC, where he serves as CEO and portfolio manager. Outside of advisory roles, he is a member of the board of directors at Open Bank and holds leadership positions in other business ventures including insurance services and corporate finance consulting. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a mix of internal models and third-party solutions across multiple platforms.