Zachary Bainter is a CFP®-certified financial advisor with 16 years of industry experience, currently with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. He previously worked at LPL Financial LLC from 2012 to 2020. In addition to his advisory role, Mr. Bainter is a part-owner of Gerber Kawasaki Insurance Services and serves on the Board of Directors of Fund GP, a private equity fund. 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 and active management techniques, and also acts as sub-adviser to the AdvisorShares Gerber Kawasaki ETF.

Yevgeniy Lev is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Royal Alliance Associates, LPL Financial, and Global Retirement Partners. Outside of advisory work, he is a member of TML Advisors, where he reviews books and minutes for the LLC. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, relying on both discretionary and predominantly non-discretionary management styles.

Edward Mobbs is a financial advisor at Americana Partners, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at firms including RBC Capital Markets and City National Bank. Outside of his advisory role, Mobbs is also licensed as an insurance agent and provides insurance and annuities recommendations in California. Americana Partners offers financial planning, consulting, discretionary investment, and wealth management services to individuals, corporations, trusts, estates, and charitable organizations, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios through ongoing consultations and discretionary management, utilizing a wide range of investment vehicles and alternative strategies tailored to client needs.

Elinoa Witkin is a financial advisor at Compound Planning, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Compound Planning, she worked at Executive Benefit and has held roles in educational institutions including Santa Monica Community College and Bais Yaakov School for Girls. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm uses a risk-based investment approach incorporating fundamental, technical, and modern portfolio theory analysis, and offers tax-aware strategies and technology-driven solutions.

Roxana Maddahi is a financial advisor at Compound Planning, Inc. with 15 years of industry experience. She holds a Series 66 designation and previously worked at Steel Peak Wealth Management, LLC for eight years. Maddahi serves as president and board member of Looking Beyond Next Gen, a nonprofit organization supporting children and young adults with disabilities, and teaches a philanthropy course at Sinai Akiba Synagogue. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting. The firm emphasizes customized, risk-based model allocations utilizing fundamental, technical, and modern portfolio theory analysis, integrating low-cost ETFs, direct indexing, and alternative strategies through a combination of in-house and third-party sub-advisors.

Joseph Ganoe is a financial advisor at Composition Wealth, LLC in Los Angeles, CA with five years of industry experience. He holds a Series 66 designation. His prior work includes roles at RBC Capital Markets, LPL Financial, and The Prudential Insurance Company of America. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm follows a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other investments, and manages approximately $9.47 billion in discretionary assets.

Devin Cruise is a financial advisor at Aspiriant, LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Aspiriant since 2016 in various roles. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside comprehensive wealth planning and family office services. The firm employs customized investment strategies based on internal Capital Market Expectations and offers a broad range of implementation options, including third-party managers, ETFs, private investments, and mutual funds.

Kurtis Munoz is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA. He holds a Series 66 designation and has three years of industry experience, including prior roles at Raymond James & Associates and Morgan Stanley Smith Barney 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 offers financial planning and portfolio management, with investment strategies implemented by an affiliated sub-advisor, RBC Rochdale.

David Layten is a financial advisor with Signature Investment Advisors, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at several firms, including Royal Alliance and The Ayco Company, L.P./Mercer Allied. Layten also serves as an Associate Relationship Manager at SIA, LLC, where he is involved in RIA sales and service. Signature Investment Advisors provides investment management to individuals, high-net-worth clients, trusts, and institutions through various branded programs. The firm applies a research-driven investment process combining strategic and tactical asset allocation and offers both discretionary and non-discretionary solutions.

Michael Murray is a financial advisor with Kinetic Investment Management, Inc. in Los Angeles, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at SagePoint Financial and Financial Network and operates an insurance agency offering life, health, disability, long-term care insurance, annuities, and Medicare products. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm uses a multi-method investment approach with a primary long-term trading orientation and offers portfolio management, financial planning, sub-advisory, and educational services.

Michael Cannone is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding Series 63 and Series 65 designations with 14 years of industry experience. He has been with Westmount Asset Management since 2011. Westmount Partners provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, non-profits, and corporations. The firm manages approximately $5.2 billion and employs an investment approach focused on no-load mutual funds, pooled vehicles, and alternative investments for qualified investors.

Morgan Jul is a financial advisor at Morton Wealth with one year of industry experience. He holds the Series 65 designation and has held prior roles at BBC Worldwide Productions, United Spirit Association, Deeper Than Money, and NBCUniversal. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, and consulting services. The firm applies modern portfolio principles with an emphasis on diversification and risk management, and it is notable for its involvement with pooled investment vehicles and private fund opportunities.

Scott Dunn is a financial advisor at Invst, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked with firms including Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, he is involved as an Airbnb property proprietor. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a blend of fundamental, technical, and cyclical analysis to construct diversified portfolios and serves over 2,100 clients with approximately $1.565 billion in assets under management.

Jodi Johnston is an investment advisor representative at NWF Advisory Services Inc with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with firms including Royal Alliance Associates, Ameriprise Financial Services, Waddell & Reed, and TD Ameritrade. Johnston also serves as Vice President of Business Development at NWF Advisory Group, where she is involved in recruiting, relationship management, and compliance. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm provides portfolio management, financial planning, and retirement plan consulting using an open-architecture, technology-driven platform with a variety of program offerings tailored to client objectives and suitability.

Ethan Smith is a financial advisor at Perennial Financial Services with a Series 66 designation and one year of industry experience. Prior to joining Perennial Investment Advisors, he held roles at LPL Financial, Johanson Transportation Services, and Grand Canyon University. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting for individual clients, trusts, pensions, and corporate accounts. The firm combines discretionary portfolio management and standalone planning services, utilizing both traditional and technological tools, including AI, to tailor and monitor portfolios according to client goals and risk tolerance.

Matthew Steiger is a financial advisor at RBC Securities, Inc. with 16 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at City National Securities and Convergent Wealth Advisors. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. Investment management is delegated to RBC Rochdale, which creates and implements asset allocation strategies using mutual funds, ETFs, SMAs, and individual securities.

Jo Anne Jessee is a financial advisor at Abacus Wealth Partners with one year of industry experience. She holds a Series 66 designation and has worked previously at firms including The Leaders Group Inc and several Cetera entities. Jessee is based in Santa Monica, CA. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, trusts, charitable organizations, and business entities. The firm employs a passive, asset-class focused investment approach using institutional funds, fundamental manager analysis, and ESG screening when requested, while also managing private fund investments through its role with the Align Impact private fund.

Brian Victoria Madrigal is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes positions at City National Securities, D.A. Davidson & Co, J.P. Morgan Chase Bank, City National Bank, and Citibank. 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 with affiliated entities, including a bank and trust company, offering portfolio management and financial planning supported by sub-advisory asset allocation strategies.

Shehab Mohammad is a financial advisor with NWF Advisory Services Inc in Los Angeles, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with NWF Advisory Services since 2007 and has a longstanding affiliation with Royal Alliance Associates, Inc. since 1994. Mohammad serves on the board of the Optimist Youth Home, a nonprofit organization. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and offers a range of investment programs, including advisor-managed portfolios and third-party model portfolios, focusing mainly on strategic long-term investing within an open-architecture wealth management platform.

Michael Cheatham is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with RBC Securities, Inc. and has previously worked at City National Securities, Inc., Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo bank. 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 offers financial planning and portfolio management, partnering with an affiliated sub-advisor to implement diversified investment strategies.