Amy Johnson is a financial advisor at Perennial Financial Services in Los Angeles, CA, holding Series 63 and Series 66 licenses with 12 years of industry experience. She previously worked at Edward Jones for five years before joining Perennial Investment Advisors, LLC and LPL Financial in 2019. Outside of her advisory role, she acts in a fiduciary capacity for an estate and is involved with Perennial Legacy Insurance Solutions as a non-variable insurance agent. 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 with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor client portfolios and retirement plan consulting.

Daniel Amaradio is a CFP® with 39 years of experience in the financial advisory industry. He has worked at Select Portfolio Management, Inc. and Securities Equity Group prior to his current roles at SEIA and Select Money Management, Inc. based in Los Angeles, CA. SEIA is an SEC-registered multi-team advisory firm with approximately 142 advisors serving retail and high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm employs a structured investment process blending strategic asset allocation, tactical micro-allocation, and security selection, with an emphasis on non-discretionary management and a range of customized portfolio services.

Sean Mckeon is a financial advisor with One Capital Management, LLC, holding a Series 65 credential and 20 years of industry experience. He previously worked for FundX Investment Group LLC for 32 years. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. The firm provides wealth management, discretionary portfolio management, retirement plan solutions, advisory consulting, and sub-advisory services, including serving as adviser to the FundX family of exchange-traded funds.

Eric Hamel is a CFP® with 20 years of experience in financial advising, currently serving at One Capital Management, LLC since 2020. His prior experience includes roles at Beacon Pointe Advisors, Pure Financial Advisors, Northwestern Mutual Investment Services, and The Telge Companies. Outside of his advisory work, he is an 80% owner and managing member of a real estate LLC based in New Hampshire. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm employs a globally balanced investment approach that combines active large-cap equity management with ETFs and diversified fixed income, guided by a written Investment Policy Statement and supported by proprietary fund ranking and research.

Michael Macauley is a CFP® and CFA® with 16 years of experience in the financial advisory industry. He is currently with SEIA and has previously worked at Royal Alliance Associates, Sii, and Northwestern Mutual Investment Management. Outside of advisory work, he is a partner in TML Advisors and oversees bookkeeping and tax filings through Macauley Holdings LLC. SEIA is an SEC-registered, multi-team firm with approximately 142 advisors serving individual, trust, retirement plan, and institutional clients. The firm employs a comprehensive investment approach that combines strategic asset allocation with tactical adjustments and offers both non-discretionary and discretionary portfolio management alongside financial planning and retirement consulting services.

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 been in the industry since 2026 and has held roles at several firms, including SES LLC, Serenus Wealth Advisors, and Saint & Second. Prior to his advisory career, he has diverse work experience in various industries and education sectors. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutions. The firm employs a blend of strategic and tactical investment processes, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

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.