Shawn Da Cruz 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 2021. Prior to this, he held positions at Louis and Clark, Costco, CVS, and Walmart. Outside of advising, he serves as a liaison between clients and the firm’s tax and accounting department, referring clients to CPAs and providing financial planning advice. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual households, retirement plans, trusts, and corporations, offering wealth management, modular financial planning, pension consulting, and ancillary services such as tax preparation and estate planning. The firm employs active portfolio management strategies combining fundamental and technical analysis and supports both retail and institutional clients through various advisory roles and investment vehicles.

Kenneth Watten is a CFP® with 22 years of industry experience. He is currently with Modern Wealth Management, LLC and has previously worked at Mutual Securities, Inc and Kaye Capital Management. Outside of advisory work, he is the owner of Cogent Insurance Solutions, a fixed insurance sales and consulting business. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base including individuals, trusts, pension and retirement plans, and charitable organizations. The firm employs a centralized portfolio management model supported by an Investment Committee and uses both proprietary and third-party tools to manage and monitor client portfolios.

Craig Valdes is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at J.P. Morgan Securities and First Republic Investment Management. Outside of his advisory work, he serves as a director-partner at Genesis Capital Management, an investment research company. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm employs a macroeconomic and fundamental research-driven investment process, offering wealth management, financial planning, sub-advisory, retirement plan solutions, and advisory consulting.

Danilo Kawasaki is a CFP® professional with 24 years of experience in financial advisory. He has been with Gerber Kawasaki Wealth & Investment Management since 2010, with a prior nine-year tenure at LPL Financial, LLC. Outside of his advisory role, he is an investor in several businesses, including a tech startup and a resort, and is involved in investment-related webinars. Gerber Kawasaki Wealth & Investment Management serves a diverse client base that includes both individual and institutional investors. The firm offers tailored wealth management and financial planning services, employs active portfolio management techniques, and provides access to alternative investments and ETF sub-advisory services.

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.

John Mabini is a CFP® with 20 years of industry experience, currently serving at One Capital Management, LLC since 2022. His prior experience includes roles at Tiaa, TIAA-CREF, Bank of America, Merrill, and Morgan Stanley. One Capital Management, LLC manages approximately $8.5 billion for a diverse client base, offering wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting. The firm employs a customized, globally balanced investment approach that combines active large-cap equity management with ETFs and fixed income to manage risk and pursue after-tax returns.

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 Series 66-registered advisor at Citizens Private Wealth with 16 years of industry experience. He previously worked at Morgan Stanley, Wells Fargo Clearing, and JPMorgan Chase Bank and Securities. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, charitable organizations, and foundations. The firm offers discretionary and non-discretionary investment management alongside tax, estate, and business consulting services, with an investment approach centered on long-term asset allocation within an open-architecture framework.

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, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co., and Credit Suisse Securities. Outside of his advisory work, he is engaged in authoring a retrospective on a book he originally published through Harper Collins. Mutual Advisors serves a diverse client base that includes individual investors, trusts, estates, retirement plans, and institutional clients. The firm employs a mix of active and passive investment strategies, utilizing multiple analytical approaches and third-party tools to tailor portfolios to client objectives, and is notable for the scale and breadth of its institutional management.

Matthew Montefusco is a financial advisor at Golden State Wealth Management, LLC with five years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at LPL Financial, Miracle Mile Advisors, Wells Fargo Bank, Pinnacle Capital Management, and Bowen Advisors. Matthew also provides administrative support to Golden State Wealth Management through a separate business entity. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, portfolio management, financial planning, and retirement consulting. The firm utilizes a discretionary portfolio management approach, incorporating various analytic methods and third-party managers, and provides flexible fee arrangements primarily based on assets under management.

Robert Driscoll is a financial advisor with Composition Wealth, LLC in Los Angeles, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Composition Wealth in 2022, he worked at Infinity Financial Services and Karp Capital Management Corporation from 2015 to 2022. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base, including individuals, high-net-worth clients, trusts, estates, and businesses. The firm follows a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and it manages approximately $9.47 billion in discretionary assets.

Nicholas Gardner is a financial advisor at One Capital Management, LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining One Capital Management in 2025, he worked at TIAA-CREF and TIAA from 2017 to 2025, and Fisher Investments from 2006 to 2017. One Capital Management, LLC manages approximately $8.5 billion for a range of clients including individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, employing a macroeconomic-guided approach that blends active large-cap equity management with ETFs and diversified fixed income.

Robert Venezia is a financial advisor with SteelPeak Wealth, LLC in Encino, CA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Prior to joining SteelPeak in 2023, he spent 15 years at Key Asset Advisors and 16 years with the Key Investment Team. SteelPeak Wealth serves a diverse client base, including individual investors, pension plans, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, utilizing proprietary model portfolios and conducting due diligence on privately placed securities for eligible clients.

Robert Klingensmith is a financial advisor at Apella Wealth in Santa Monica, CA, holding a Series 66 designation with 20 years of industry experience. His career includes roles at PBMares, LLP, where he serves as a partner and consulting service line leader, as well as prior experience with firms such as Mass Mutual Investors Services and HSBC Securities. Apella Wealth serves a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a model-driven, quantitative investment approach with a range of managed account solutions and integrates technology and third-party managers to support its offerings.

Maili Bergman is a financial advisor with Mutual Advisors, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining Mutual Advisors in 2021, she worked at Blueshirt Group and Live Nation Entertainment. Outside of her advisory role, she operates a lifestyle blog and career coaching business focused on professional women. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, employing a mix of active and passive investment strategies tailored to each client’s objectives. The firm manages approximately $9.45 billion through 154 advisors and is notable for its extensive institutional work and use of third-party tools and partnerships.

Rajer Choobak is a financial advisor with NWF Advisory Services Inc in Los Angeles, holding the Series 66 designation and bringing 16 years of industry experience. He has been with NWF Advisory since 2013 and is also active with OSAIC. Outside of his advisory role, he is a member of the USC Marshall Alumni Association and serves as president of a family-owned S corporation established for tax purposes. NWF Advisory Services is a multi-team SEC-registered investment adviser managing approximately $6.4 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting through an open-architecture, technology-driven platform.

Michael Burr is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Westmount Asset Management LLC, Mariner Wealth Advisors LLC, AdvicePeriod LLC, and Resolution Economics LLC. Westmount Partners, LLC provides investment advisory, discretionary portfolio management, and financial planning services to individual and institutional clients. The firm focuses on tailored asset allocation using mutual funds, managed strategies, and alternative investments, including private and interval funds, and is recognized for managing multi-manager private funds and pooled investment vehicles.

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 CFP® with 29 years of experience in financial planning and investment management. He has been with SEIA since 2003 and has prior experience at Signator Investors, Inc. and Royal Alliance Associates, Inc. He holds securities licenses including Series 63 and Series 65. SEIA serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments using quantitative and qualitative research, offering both discretionary and predominantly non-discretionary investment management and comprehensive financial planning services.