Anthony Lee is a financial advisor at Perennial Financial Services with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Unionbanc Investment Services and LPL Financial. Outside of his advisory role, he is the CEO of TASA Floral Couture LLC, a floral design business. 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, using multiple platform relationships and third-party managers to tailor portfolios and retirement plan solutions.

Brett Sifling is a financial advisor at Gerber Kawasaki Wealth & Investment Management with eight years of industry experience. He holds a Series 65 designation and has been with Gerber Kawasaki since 2017. Outside of his advisory role, he serves as a liaison between clients and the firm’s tax and accounting department, referring clients and providing financial planning advice. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual investors and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies with active monitoring and serves as sub-adviser to an actively managed growth stock ETF.

Gregory Sherman is a financial advisor at Citizens Private Wealth with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Wells Fargo Clearing, and JPMorgan Chase. Citizens Private Wealth primarily serves high-net-worth individuals and families, as well as pension plans, business entities, trusts, and charitable organizations. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework, combining discretionary portfolio management overseen by a Chief Investment Officer with both quantitative and qualitative research.

Kyle Briggs is a financial advisor at Mariner Independent with 13 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, First Republic Investment Management, Bank of America, and Merrill. 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 retirement plan services through a platform that integrates institutional resources and sub-advisory relationships.

Thomas Taylor is a financial advisor with Mutual Advisors, LLC in Los Angeles, CA, holding a Series 66 designation and 24 years of industry experience. He has held positions at Morgan Stanley entities since 2007 and has been with Mutual Advisors since 2017. Outside of his advisory work, Taylor is an author engaged in a long-term research and production project related to a book he originally published in 1999. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plan participants. The firm offers asset management, financial consulting, ERISA plan advisory, and uses a combination of passive and active investment strategies tailored to client objectives.

Robert Driscoll is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, with 12 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Composition Wealth since 2022. Prior to this, he was associated with Infinity Financial Services and Karp Capital Management Corporation from 2015 to 2022. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans, managing approximately $9.5 billion across a multi-advisor platform. The firm employs a long-term, asset-allocation approach with diversified portfolios constructed from low-cost mutual funds, ETFs, individual securities, and selective use of options and private investments, supported by fundamental and technical analysis and third-party managers.

Dilys Chang is a financial advisor with Global View Capital Management LLC and holds Series 63 and Series 65 credentials. She has 15 years of industry experience, including roles at Providien Machining & Metals, Inc. and Gkn Bandy Machining, Inc. Outside her advisory work, she has marketing and sales responsibilities related to insurance and advisory services within affiliated firms. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs an algorithm-driven investment approach focusing on technical and quantitative methods, and it offers both model-based and customizable managed account options.

Robert Klingensmith is a financial advisor with APELLA Wealth in Santa Monica, CA, holding a Series 66 designation and 20 years of industry experience. He has worked with PBMares Wealth Management and PBMares, LLP since 2016 and currently serves as a partner and consulting service line leader at PBMares, LLP. Apella Wealth serves a broad mix of clients, including individuals, retirement plan sponsors, foundations, and institutions, offering discretionary and non-discretionary investment management, financial planning, sub-advisory relationships, and consulting. The firm employs a model-driven, quantitative investment approach and integrates multiple third-party technologies to implement and monitor client solutions.

Maili Bergman is a financial advisor with Mutual Advisors, LLC, holding a Series 65 designation and four years of industry experience. She has worked at Mutual Advisors since 2021 and previously at Blueshirt Group. Outside of her advisory role, she operates MB Global Enterprises, LLC and manages a lifestyle blog and career coaching service focused on professional women. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutions, trusts, and retirement plans, employing a mix of passive and active investment strategies tailored to client objectives.

Rajer Choobak is a financial advisor with NWF Advisory Services Inc in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. He has been with NWF Advisory since 2013 and concurrently associated with OSAIC since 2010. Choobak is a member of the USC Marshall Alumni Association and also manages a sole proprietorship involved in health and life insurance sales in California and Oregon. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisory representatives. The firm serves primarily individual and high-net-worth clients and offers a range of portfolio management, financial planning, and retirement plan consulting services using a technology-driven, open-architecture platform.

Michael Burr is a Series 65-licensed financial advisor at Westmount Partners, LLC with five years of industry experience. He has previously worked at Mariner Wealth Advisors LLC, AdvicePeriod LLC, and Resolution Economics LLC. Westmount Partners, LLC provides discretionary portfolio management and financial planning services to individual clients, pension and profit-sharing plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion and employs a portfolio construction approach focused on no-load mutual funds, pooled vehicles, and alternative investments for qualified investors.

Ziad Hijazi is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding a Series 65 designation with six years of industry experience. He has been with Gerber Kawasaki since 2019 and previously attended California Polytechnic State University, San Luis Obispo. In addition to his advisory role, he 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 of varying net worth and institutional clients such as pension plans and municipal governments. The firm employs tailored investment strategies with ongoing monitoring, offers access to alternative investments, and provides a wealth-building program for investors with accounts under $250,000.

Michael Evans is a financial advisor at SEIA with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SEIA and its predecessor entities since 2003, with prior experience at Royal Alliance Associates, Inc. and SES Inc. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with a range of investment management and financial planning services. The firm employs a research-driven investment process that combines strategic asset allocation with tactical adjustments and offers both discretionary and non-discretionary managed account programs.

Cecilia Williams is a CFP®-certified financial advisor with 19 years of experience, currently with Halbert Hargrove in Long Beach, CA. She has been with Halbert Hargrove since 2006, serving in various roles over nearly two decades. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management and financial planning, utilizing a committee-driven approach to build diversified portfolios with a range of asset classes and investment strategies.

Paniz Raeisi is a financial advisor at RBC Securities, Inc. with 11 years of industry experience. She has held positions at Farmers Financial Solutions, City National Bank, TIAA-CREF, and Merrill. Outside of her advisory work, she is a partner at Grandia Design & Events, LLC, where she provides design and event planning services. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm delegates investment management to an affiliated sub-advisor, implementing diversified asset allocation strategies across various investment vehicles.

Christine Matthew is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. Her prior roles include positions at United Capital Financial Advisers, LLC, and Fidelity Personal and Workplace Advisors. SEIA provides investment advisory and planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a six-step investment process supported by research and offers multiple managed account programs, combining both discretionary and non-discretionary management approaches.

Isaak Ottmar is a financial advisor at Westmount Partners, LLC in Los Angeles, holding a Series 65 license. He has been with Westmount Partners since 2022 and has prior work experience in various roles outside the financial industry. Westmount Partners provides discretionary portfolio management and financial planning to individuals, pension plans, non-profits, estates, trusts, and corporations. The firm manages approximately $5.2 billion for about 1,400 clients and employs a portfolio approach that includes no-load mutual funds, interval funds, and alternative investments for qualified investors.

Phillip Argue is a financial advisor with SEIA, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Prepared Capital, Steel Peak Wealth Management, and Royal Alliance Associates. He also serves as Director of Investment Strategy at SEIA. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, supported by an in-house research group and an Investment Committee, and offers both discretionary and non-discretionary managed-account programs.

David Hilton is a financial advisor at Modern Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Kaye Capital Management and Mutual Securities, Inc. Outside of his advisory role, Hilton serves on the Finance and Investment Committee of the Los Angeles Country Club and is involved with several nonprofit organizations, including Baseball for All and the Crohn’s & Colitis Foundation Advocacy Committee. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized Investment Committee to guide portfolio strategies that utilize model portfolios, third-party managers, and a combination of strategic and tactical approaches.

Gary Liska is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with SEIA and has previously worked at SES Inc., Royal Alliance Associates, Inc., and Signator Investors, Inc. Liska is a founding partner and CFO of Signature Estate & Investment Advisors, LLC. He also serves as a board member of a homeowners association, where he assists with budgeting and meetings. Signature Estate & Investment Advisors, LLC (SEIA) serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, retirement plan consulting, and investment consulting services. The firm combines strategic macro asset allocation with tactical adjustments through an in-house research group and Investment Committee, offering both discretionary and non-discretionary managed-account programs.