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.

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.

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.

James Larew is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 designations and has 33 years of industry experience. He has worked at Wedbush Morgan Securities since 2009 and was previously with Merrill from 1997 to 2009. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm supports discretionary and non-discretionary portfolio management and conducts research and due diligence across various investment products.

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.

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 at SEIA with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Royal Alliance Associates, Inc. and Jhfn Sii. Adams has been associated with SEIA since 2012. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments and employs both discretionary and predominantly non-discretionary investment management approaches.

Bernard Obrien is a financial advisor with Wedbush Securities Inc. and holds a Series 63 designation. He has 38 years of industry experience and has worked with Wedbush Morgan Securities Inc. since 1989. Outside of his advisory role, he has been associated with Woodcrest Country Club for over three decades. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk profiles.

Keely Patridge is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include 19 years at Charles Schwab & Co., Inc. and her current tenure at City National Securities, Inc. since 2024. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm is integrated within a broad financial services group, offering financial planning and portfolio management with delegated investment management by its affiliated sub-advisor, RBC Rochdale.

Michael Amash is a financial advisor at Westmount Partners, LLC with 23 years of industry experience. He has been with Westmount Asset Management since 2002. Amash holds a Series 63 designation. Westmount Partners provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, estates, trusts, and corporations. The firm emphasizes tailored asset allocation through mutual funds, managed strategies, and private funds, and is known for managing multi-manager private funds and offering unique fee arrangements.

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.

Andrew Curto is a Series 66-licensed financial advisor at Citizens Private Wealth with 13 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and First Republic Securities Company. He serves as a Successor Trustee for a client trust account. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary and non-discretionary portfolio management alongside specialized services such as tax, estate structuring, and business consulting.

Samuel Adams is a financial advisor at Kinetic Investment Management, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kinetic since 2019. Prior to that, he was with Foundations Investment Advisors, LLC for two years and has been involved with RTA & Associates Financial & Insurance Services since 2009, where he serves as Director of Sales & Marketing. Kinetic Investment Management is a registered investment adviser serving individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $348 million in assets across about 1,250 client relationships, employing a mix of analytical methods with a primary long-term trading orientation and providing portfolio management, financial planning, sub-advisory, and educational services.

Nelson Merwitzer is a financial advisor with ON Investment Management Company and holds the ChFC® and Series 63 designations. He has 46 years of industry experience, including roles at The O.N. Equity Sales Company since 2012, Ohio National Financial Services since 2011, and National Life of Vermont since 1975. In addition to his advisory work, he owns and operates Merwitzer Insurance Solutions, specializing in life, health, disability, and long-term care insurance, as well as health savings accounts. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of financial plans and access to various third-party investment programs, managing client accounts through both discretionary and non-discretionary arrangements.

Brian Hsieh is a financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding the CFA® designation along with Series 65 and Series 63 licenses. He has 16 years of industry experience, including 17 years at Wells Fargo Investments, LLC, and seven years at City National Rochdale. 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, financial planning, and ongoing reporting within a broad financial services group affiliated with a bank parent and related entities.

Randall Bishop is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 credential and 20 years of industry experience. He has worked at ChangePath, LLC since 2020 and Sorrento Pacific Financial, LLC since 2009, with prior experience at Partnervest Advisory Services. In addition to his advisory work, he maintains a private law practice focused on trust administration, wills and trusts, tax law, and estate planning. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option-based strategies, offering tailored portfolio management through a large network of Investment Adviser Representatives.

Richard Mc Whorter is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Citigroup Global Markets. Outside of his advisory work, he is involved with Electric Jane, a live music private membership club in Nashville. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Monte Traficante is an investment advisor representative at Siebert AdvisorNXT, LLC, with 33 years of industry experience. He has worked at Muriel Siebert & Co., LLC and Stockcross Financial Services, Inc. Prior to his current dual role split between Siebert AdvisorNXT and Muriel Siebert & Co., he spent 13 years at Stockcross Financial Services. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based platform employing Modern Portfolio Theory with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management.

Sharone Hakman is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at PKS Advisory Services and Purshe Kaplan Sterling Investments since 2012. Outside of his advisory role, Hakman is the CEO of CHEFHAK Inc., a food and grocery manufacturing company. PKS Advisory Services provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on risk tolerance, time horizon, and objectives using a blend of mutual funds, ETFs, independent managers, and securities.

Sean Kram is a financial advisor at Citizens Private Wealth in Los Angeles, CA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Securities Company, and Blue Ocean Companies. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework, combining discretionary portfolio management with quantitative and qualitative research, and benefits from its affiliation with Citizens Bank, N.A. and its suite of integrated financial services.