Oleg Katrikh is a financial advisor at Blackridge Asset Management, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Gold Coast Securities, Inc. for 20 years. Outside of advisory services, he is president of an insurance agency and executive director of operations at a retirement benefits consulting firm. Blackridge Asset Management provides financial planning, investment management, and related consulting through a network of representatives serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm’s investment approach includes tailored portfolio management, access to model portfolios and third-party managers, and a network structure connected with affiliated broker-dealer and platform entities.

Christopher Werner is a financial advisor with Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation and 20 years of industry experience. He has worked with Westmount Asset Management since 2006. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm emphasizes tailored asset allocation with a primary use of mutual funds and managed strategies, and it is notable for its role as a private fund adviser and sub-advisor managing pooled investment vehicles.

Maria Isabel Pedrosa is a financial advisor at Gesar Capital Management with 15 years of industry experience. She holds a Series 65 designation and has worked at Carnegie Investment Counsel from 2019 to 2024. She serves as Chair of the Investment Committee and a member of the Executive Committee for the Khyentse Foundation, a client of her firm. Gesar Capital Management provides discretionary portfolio management and hourly financial advisory services to individual investors, including high-net-worth clients, and charitable institutions. The firm’s investment approach is tailored to client risk profiles and includes due diligence on private funds and active management of foundation relationships.

Manvir Manak is a financial advisor with Advisory Services Network, holding CFP®, CFA®, and Series 65 credentials and seven years of industry experience. He has worked primarily with MAP Strategic Wealth Advisors and Advisory Services Network since 2016. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing diverse securities and customizable engagement models.

Elijah Souza is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management. He has previously worked at LPL Financial LLC for nine years and has been with Gerber Kawasaki since 2010. In addition to his advisory role, Souza acts as a liaison between clients and CPAs at GK Tax and Accounting, referring clients and providing financial planning support. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including both individual and institutional clients, offering wealth management, financial planning, pension consulting, and alternative investment access. The firm employs tailored portfolio strategies with ongoing monitoring and also acts as sub-adviser to an actively managed growth-focused ETF.

Neda Kanani is a Series 65-licensed financial advisor at Kinetic Investment Management, Inc. with seven years of industry experience. She also serves as a licensed insurance agent through Kanani Advisory Group Inc., an insurance services and investment advisory firm she has been involved with for over a decade. Kinetic Investment Management serves individuals, pension plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a multidisciplinary investment approach with an emphasis on long-term trading and may include higher-risk or illiquid investments when suitable.

Carly Thoma is a CFP® with eight years of industry experience, currently advising at Root Financial Partners since 2023. Prior to joining Root, she worked at several financial firms including Raymond James Financial Services and LPL Financial. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm emphasizes broadly diversified, passive investment strategies using index funds and ETFs, with tailored portfolios based on client objectives and risk tolerance.

Judith Harlan is a CFP®, ChFC®, and holds a Series 66 license with 13 years of experience in the financial services industry. She has worked at OSAIC since 2018 and previously held positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. Harlan is based in Los Angeles, CA. She is an advisor at NWF Advisory Services, a multi-team SEC-registered investment adviser managing approximately $6.4 billion in client assets. The firm serves primarily individual and high-net-worth clients through a technology-driven platform offering portfolio management, model portfolios, SMA/UMA programs, financial planning, and retirement plan consulting.

Christopher Good is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding Series 63 and Series 65 credentials and over 18 years of industry experience. He has been with Hilltop Securities since 2006. Outside of his advisory role, he provides part-time in-home respite care for his special needs daughter through a program compensated by the State of California. Hilltop Securities Inc. offers brokerage, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs and fiduciary services through an open-architecture platform with notable municipal bond strategies and custody capabilities.

Jeffrey Sarti is a CFA® charterholder with 17 years of industry experience. He has been with Morton Capital Management since 2013. Morton Wealth is a multi-advisor SEC-registered firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement-plan advisory and consulting, and business consulting services, using standardized strategies customized to client objectives with an emphasis on risk management and volatility reduction.

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.

Patrice Bening is a CFP® and Series 63 credentialed advisor at Morton Wealth with three years of industry experience. Prior to joining Morton Capital Management in 2019, Patrice worked at CIT Bank and has longstanding affiliations with Bank of America and Banc of America Investment Services dating back to 2005. Morton Wealth is a multi-advisor SEC-registered firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm employs standardized investment strategies customized to client objectives, focusing on risk management and volatility reduction through diversified portfolios including mutual funds, ETFs, interval funds, private alternatives, and selective use of options or margin strategies.

Robert Oberstein is a financial advisor with Verus Capital Partners, LLC, holding the PFS™ designation and Series 66 license. He has 25 years of industry experience and has previously worked at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1st Global Advisors. Oberstein is also a CPA and owner of RSO Advisors, LLP, a tax preparation and accounting business, and serves as secretary/treasurer on the board of David H Fell & Co., Inc. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical investment approach with strategic asset allocation and offers customized portfolios aligned with client objectives, risk tolerance, and tax considerations.

Victoria Murphy is a financial advisor at SEIA with a Series 65 credential and three years of industry experience. Prior to joining SEIA in 2025, she worked at Steel Peak Wealth Management, LLC from 2021 to 2025. Outside of her advisory role, she serves as Director of Operations for Chris Sailer Kicking LLC, a football training company. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments and employs both discretionary and largely non-discretionary management styles.

Michael Mendell is a financial advisor at Gradient Advisors, LLC with a Series 65 credential and one year of industry experience. He has prior experience working at the Los Angeles County Superior Court for nine years and was self-employed for one year. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary advisory model that incorporates fundamental, technical, and cyclical 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.

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.