Hatem Dhiab is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management. He has previously worked at LPL Financial for seven years and has been with Gerber Kawasaki since 2010. In addition to his advisory role, Dhiab refers clients to Gerber Kawasaki Tax Services and acts as a liaison between clients and CPAs. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm offers wealth management, financial planning, pension consulting, and tax preparation services, employing an active investment management approach with customized models, systematic rebalancing, and tax-loss harvesting.

Gleb Reynlib is a financial advisor with NWF Advisory Services Inc in Menlo Park, CA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been associated with OSAIC since 2012 and is also involved in life insurance sales through his sole proprietorship. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary account programs. The firm operates an open-architecture Wealth Management Platform that combines advisor-managed portfolios with third-party models, emphasizing strategic long-term investing alongside tactical strategies.

Lynne Witmer is a financial advisor at Meridian Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at Southport Capital (Livingston Group Asset Management Company) for eight years. In addition to her advisory role, she is involved with Meridian Insurance LLC, where she consults on and sells life insurance and annuities. Meridian Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan services, utilizing a range of investment vehicles guided by personalized investment policies and ongoing portfolio reviews.

Daniel Genter Jr. is a financial advisor at Genter Capital Management in Los Angeles, CA, holding Series 63 and Series 65 credentials with 41 years of industry experience. He has been with Genter Capital Management since 1998 and also owns and operates Genter Airways and Falcon Air, providing aircraft services related to client business. Outside of his advisory role, he serves on the boards of several organizations, including Fix California, the USC Marshall School of Business Board of Leaders, and the California Highway Patrol 11-99 Foundation. Genter Capital Management provides discretionary investment supervisory services to a range of individual and institutional clients, managing equity and fixed-income portfolios. The firm employs a multi-team advisory approach combining fundamental and quantitative analysis and serves as adviser to the Genter Capital Dividend Income Fund and sub-advisor to several ETFs.

Rita Schwartz is a financial advisor with Siebert AdvisorNXT, LLC, holding a Series 63 designation and 45 years of industry experience. She has worked at Muriel Siebert & Co., LLC since 2019 and previously spent 11 years at Stockcross Financial Services, Inc. She works full time split between Muriel Siebert & Co., LLC and Siebert AdvisorNXT, LLC, both under common ownership. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm operates a web-based AdvisorNXT platform that uses Modern Portfolio Theory and a risk-tolerance questionnaire to build and rebalance ETF/ETN-based portfolios, combining automated MPT strategies with access to sub-advisers and specialized transition strategies.

Ryan Gunn is a CFP® professional at Wealthcare Advisory Partners LLC with 18 years of industry experience. He has held roles at Gunn Financial Associates, Royal Alliance, OSAIC, and American VA Loans. He is also involved in insurance services, providing consulting and selling life, long-term care, disability, and fixed annuity products. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary quantitative measures alongside fundamental and technical analysis to construct diversified, long-term portfolios.

Andrew Stewart is a financial professional with 16 years of industry experience, currently serving at NWF Advisory Services Inc. He holds a Series 66 designation and has worked at NWF Advisory Group Investment since 2016 and OSAIC since 2010. In addition to his advisory role, he operates a sole proprietorship advising clients on insurance products and markets himself under the DBA Artisan Capital Partners. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in assets through a network of over 100 representatives. The firm serves primarily individual and high-net-worth clients using a technology-driven, open-architecture platform that offers portfolio management, financial planning, and retirement consulting across various account types.

Alan Gelb is a CFP® professional with 21 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at Adviceperiod, LLC, and Wescap Management Group, Inc. He holds the Series 65 registration and is based in Los Angeles, CA. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides access to model portfolios, third-party managers, and a range of retirement plan services, supported by institutional affiliations that enhance its investment capabilities and resources.

Diego Guerrero is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at IEQ Capital, LLC and UBS. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, and business consulting services. The firm emphasizes diversified, risk-managed portfolios guided by modern portfolio principles and is notable for its direct involvement with pooled investment vehicles and private funds.

Stephanie Perkins is a financial advisor at SEIA with 14 years of industry experience. She holds the Series 66 designation and has worked at SES Inc., Royal Alliance Associates, INC., and Jhfn Sii. Perkins also serves as a Client Service Manager at SEIA LLC. SEIA is a multi-team advisory firm with approximately 140 advisors serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm employs a combination of strategic macro asset-allocation and tactical adjustments guided by an Investment Solutions Group and Investment Committee, offering both discretionary and predominantly non-discretionary investment management along with modular and comprehensive financial planning.

Daniela Aljawad is a financial advisor with NWF Advisory Services Inc. She holds Series 63 and Series 65 licenses and has 14 years of industry experience, including roles at Royal Alliance Associates, Inc. and Voya Financial Advisors. Additionally, she serves as Director of Client Services at Monolithe Wealth Planning Group. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm serves primarily individual and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, utilizing an open-architecture, technology-driven platform.

Stacy Sternportman is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA. She holds a Series 63 designation and has 40 years of industry experience, including 18 years with Hilltop Securities since 2008. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering a range of advisory and broker-dealer services including managed accounts, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities with an open-architecture platform that incorporates third-party managers alongside firm-sponsored strategies.

Paul Okawa is a CFA® charterholder with 29 years of industry experience. He is currently an advisor at Modern Wealth Management, LLC, where he has worked since 2025. His prior experience includes roles at M. S. Howells & Co., Independent Financial Group, Quantitative Strategies, and Planned Asset Management. Outside of advisory services, he is also a licensed life and health insurance agent. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers a range of services such as discretionary investment management, tax planning, estate planning, and insurance solutions.

Robert Lipp is a financial advisor at Arax Advisory Partners with 20 years of industry experience. He previously spent 25 years at Georgina Asset Management, LLC. Outside of his advisory work, he serves on the advisory board of sports media company SGG Media, Inc. and is a board member of Fast Ball Media, Inc. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, and advisory services through a combination of internal and external investment approaches.

Alecsander Zari is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Dynamic and previously worked at Steel Peak Wealth Management, Uber, and Wokcanos. His outside activities include offering insurance products through his business in California. Dynamic serves a wide range of clients, including individuals, trusts, estates, and businesses, providing portfolio management, financial planning, and retirement plan services. The firm emphasizes a client-specific investment approach and offers extensive support to other advisers through technology, compliance, and research resources.

Evan Rice is a financial advisor with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Gerber Kawasaki, he worked at EP Wealth Advisors and Kidder Matthews, and he graduated from the University of California, Los Angeles. Gerber Kawasaki 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 manages portfolios with tailored strategies and uses techniques such as tax-loss harvesting and active stop-loss management.

Eddie Rivera is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Mutual Advisors and Mutual Securities since 2015 and previously spent a decade at Planmember Securities Corporation. Outside of his advisory work, Rivera serves as an assistant coach for a youth soccer team in a local nonprofit organization. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion across 154 advisors. The firm offers a range of advisory services, utilizing both active and passive strategies tailored to clients' objectives, and is notable for its institutional scale and specialized client types such as sovereign wealth funds.

Samuel Miller is a CFP® and CFA® with 17 years of experience in the financial services industry. He is currently an Executive Vice President of Investment Strategy at SEIA, where he manages the Research Department. Prior to SEIA, he held positions at SES Inc., Royal Alliance Associates, INC., Sii, and United Capital Financial Advisers, LLC. Miller serves as a volunteer member of the Foundation Investment Committee at Vanguard University. 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 using quantitative and qualitative research, with a focus on predominantly non-discretionary management.

Sarah Chhotani is a Series 65-licensed advisor with Westmount Partners, LLC, based in Los Angeles, CA. She has one year of industry experience and previously held roles at Merrill Lynch and USC Dornsife Office of Administration and Finance. Westmount Partners provides investment advisory and discretionary portfolio management services to individual and institutional clients, utilizing mutual funds, managed strategies, and alternative private funds while accommodating client-specific investment restrictions.

Stephen Wiley is a financial advisor at Northern Trust Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Northern Trust Securities since 2008. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through various managed account platforms, combining advisory, brokerage, and custody services.