Susan Olson is a CFP® and holds a Series 65 license, with 12 years of industry experience. She has been with Abacus Wealth Partners in Santa Monica, CA since 2014. Outside of her advisory role, she is a partner in two LLCs involved in owning commercial and residential properties and serves as a successor donor-advised fund advisor at Impact Assets. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, and various entities. The firm employs a predominantly passive, asset-class investment approach with ESG screening options and manages private fund interests alongside traditional portfolios.

Shannon Chavez is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. Prior to joining RBC, he worked at City National Securities, Inc. outside of his advisory role, he is involved in e-commerce through Bird Brain Products LLC and co-owns a short-term vacation rental home in La Quinta, CA. 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 with a broad financial services group, including affiliated banking and trust services.

Mike Shayestehfar is a financial advisor at Citizens Private Wealth with 19 years of industry experience. He holds the Series 66 designation and has previously worked at RBC Capital Markets, J.P. Morgan Securities, and First Republic Securities Company. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, business entities, trusts, and charitable organizations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, supported by an affiliation with Citizens Bank that offers access to bank deposit sweep programs and securities-based lending.

Steven Mc Neil is a Series 65 credentialed advisor at Genter Capital Management with four years of industry experience. His prior experience includes roles at Corbin Advisors, Stone Pine Management, and the Abu Dhabi Investment Authority. Genter Capital Management provides discretionary investment supervisory services to individual and institutional clients, managing equity and fixed-income portfolios. The firm combines fundamental and quantitative analysis, serving a diverse client base including pension plans, foundations, and government entities.

Larry Isaacs is a financial advisor at Mariner Independent with 27 years of industry experience. He holds a Series 63 designation and has worked at Mariner Platform Solutions since 2022, following prior roles at AdvicePeriod, LLC and Dakota Financial Management. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized retirement plan services, supported by institutional resources and affiliated investment relationships.

Bhagwati Mahendru is a financial advisor with Realta Investment Advisors, Inc. and holds a Series 63 designation. He has 33 years of industry experience, including prior roles at Cetera Advisors LLC and First Allied Advisory Services. Mahendru serves as a board member for the nonprofit counseling organization Valley Family Center. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and utilizes a wide range of investment strategies across multiple asset classes, supported by its NOVA platform and third-party manager programs.

Leon Kim is a financial advisor with Diversify Advisory Services, LLC in Los Angeles, CA. He holds a Series 65 credential and has nine years of industry experience, including roles at KLK Capital Management and Stonemark Wealth Management. Since 2022, he has been self-employed. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

Frederick Miller is a financial advisor with SEIA in Los Angeles, holding CFP®, ChFC®, and Series 66 designations and bringing 41 years of industry experience. His prior roles include positions at Signator Investors, Inc., Signature Estate & Investment Advisors, LLC, Royal Alliance Associates, Inc., and SES Inc. He serves as a board member of the Rose Bowl Legacy Foundation, where he assists with fundraising activities. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of over 130 advisors managing approximately $22.5 billion in assets. The firm employs a six-step, client-driven investment process supported by research and offers a range of managed account programs and financial planning services with both discretionary and non-discretionary options.

Brian Elliott is a financial advisor at Genter Capital Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Genter Capital Management since 2012. Elliott also serves as Senior Vice President and Director of the Institutional Division, focusing on direct sales and marketing activities for that segment. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, 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 and sub-advisor to several ETFs, combining fundamental and quantitative analysis within a disciplined investment process.

Eric Pritz is a CFP® with 21 years of experience in the financial services industry, currently serving as a senior partner at SEIA. His prior experience includes roles at SES LLC and Royal Alliance Associates, INC., and he has been affiliated with SEIA since 2006. He holds a California insurance license and acts as a licensed insurance producer. SEIA is a multi-team investment advisory firm serving individuals, trusts, estates, retirement plans, and corporate clients. The firm offers a range of managed account programs and financial planning services, utilizing a client-driven investment process supported by research and an Investment Committee, with a majority of assets managed on a non-discretionary basis.

Jordan Williams is a financial advisor at Golden State Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has worked at LPL Financial LLC and Merrill. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management using various analytical approaches and third-party managers.

Mei Wah Wong is a financial advisor at Genter Capital Management with two years of industry experience. She holds a Series 65 designation and has been with Genter Capital Management since 2010. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, managing a registered fund and multiple ETFs, with a notable focus on municipal bonds.

Job Eagleson is a Series 66-licensed financial advisor with 27 years of industry experience. He has worked at Golden State Wealth Management since 2024, following ten years at LPL Financial and eighteen years at American Express Financial Advisors. Outside of his advisory work, he has an ownership interest in The Artful Editor, a family business located in Santa Monica, CA. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management and uses a variety of analytic approaches and third-party managers to construct tailored portfolios.

Patrick Currall is a financial advisor at Signature Estate & Investment Advisors, LLC (SEIA) with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at CITIGROUP, Royal Alliance Associates, Inc., and SES Inc. Outside of his advisory role, he is a partner in Alaska Go Fish, LLC, a charter fishing business, and serves as CFO for the Alaska Adventure Project for Wounded Veterans, a nonprofit organization supporting veterans with PTSD through outdoor activities. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm employs a research-driven investment process combining strategic asset allocation and tactical adjustments, offering a mix of discretionary and non-discretionary managed-account programs.

Alan Simeon is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Eaton Vance for 18 years before joining Perennial Financial Services and LPL Financial in 2024. Simeon also provides investment advisory services through Perennial Investment Advisors, LLC, an independent registered investment advisor he started in 2024. Perennial Financial Services offers investment advisory and consulting to individuals, trusts, retirement plans, and business entities, delivering fiduciary portfolio management tailored to client goals across a range of securities. The firm utilizes multiple platform relationships and integrates retirement plan consulting with insurance and dually-registered representative services.

Eliot Lehrman is a Series 65-licensed advisor at Encompass More Asset Management LLC with one year of industry experience. Prior to joining the firm, he worked as a contractor and business strategy consultant for Unified Wealth, LLC, where he focused on business structuring, retirement planning, and tax strategy. Before transitioning to financial services, he spent several years at Marvel Studios. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individuals rather than corporate or charitable clients.

David Bleeck is a financial advisor at Composition Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Goodfriend, Jacobs, Bleeck & Breslow LLP and Gelfand Rennert Feldman. Outside of advising, he is a Certified Public Accountant involved with Goodfriend & Jacobs, an accounting and bookkeeping firm. Composition Wealth is a multi-advisor SEC-registered investment adviser managing approximately $9.5 billion on a discretionary basis. The firm offers investment management and comprehensive wealth planning to individuals, trusts, businesses, and retirement plans, employing a long-term, asset-allocation driven approach with diversified portfolios and multiple investment strategies.

Sam Lee is a financial advisor at Aspiriant, LLC with 21 years of industry experience. He holds a Series 65 designation and has been with Aspiriant since 2014. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management and comprehensive wealth planning, including accounting, tax, and estate services. The firm uses customized investment programs with a variety of implementation options and offers expanded family office capabilities beyond typical advisory services.

James Walls Jr. is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at City National Securities, Inc., PNC, Ascensus, and BB&T Retirement & Institutional Services. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor that uses diversified asset allocation strategies and discretionary portfolio management.

Samuel Coquillard is a financial advisor with Composition Wealth, LLC in Los Angeles, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Pacific Global Fund Distributors Inc. and Pacific Global Investment Management Co. since 2006. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, utilizing a primarily long-term and diversified investment approach with a mix of mutual funds, ETFs, individual securities, and alternative investments.