Steven Evensen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management. His prior roles include positions at Northwestern Mutual Investment Services, Edward Moyzes, Charles Schwab, and Vanguard. He is also a licensed notary. Gerber Kawasaki Wealth & Investment Management advises a diverse client base that includes individual households, retirement plans, trusts, corporations, and institutional clients. The firm employs an active management approach with both discretionary and non-discretionary portfolio services, incorporating fundamental and technical analysis and maintaining a dedicated program for smaller investors.

Rose Brink Capriola is a CFP® and Series 65 licensed financial advisor at Abacus Wealth Partners with five years of industry experience. Prior to joining Abacus in 2021, she worked in agricultural ventures including DaVero Farms and Winery and Singing Frogs Farm. Abacus Wealth Partners provides financial planning, consulting, and investment management to a diverse client base, including individuals, families, and institutions. The firm employs an asset-class investing approach using no-load mutual funds, ETFs, and passive institutional funds, and incorporates ESG screening and private pooled investments for qualified clients.

Peter Karp is a financial advisor at Composition Wealth, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Infinity Services, Inc. and Karp Capital Management Corporation. He serves on the board of Elder Givers, a nonprofit organization, and consults clients on lending solutions through The Loan Story. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm follows a primarily long-term investment approach using diversified mutual funds and ETFs, supplemented by stocks, bonds, options, and private funds, and manages approximately $9.47 billion in discretionary assets.

Sean Sugrue is a financial advisor at Westmount Partners, LLC with a Series 65 credential and two years of industry experience. Prior to joining Westmount Partners, he worked at the University of Southern California for four years and at Salem High School for four years. Westmount Partners provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm primarily uses mutual funds and managed strategies, while also sourcing and diligencing private and interval funds for alternative exposure, and manages a series of multi-manager private funds.

Robert Lewis is a CFP® with five years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management since 2021. Prior to this, he has been employed at the Jet Propulsion Laboratory since 2016. He is involved with GK Tax and Accounting, providing accounting services and acting as a liaison between clients and CPAs. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations. The firm offers wealth management and financial planning services through an active management approach that incorporates fundamental and technical analysis, systematic rebalancing, and tax-loss harvesting.

Derrigan Sheedy is a financial advisor with NWF Advisory Services Inc. in Los Angeles, CA, holding a Series 66 credential and over 22 years of industry experience. He has been with NWF Advisory Services since 2005 and has a background serving as a statutory agent selling fixed and variable life insurance products. Sheedy also serves as a trustee for several family trusts and acts as secretary and partner for ManagedMutuals, Inc., a corporation involved in fee-based investment services. 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, primarily serving individual and high-net-worth clients. The firm utilizes an open-architecture, technology-driven platform offering portfolio management, financial planning, and retirement plan consulting across a range of account types and strategies.

John Wilhelm is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Composition Wealth, LLC since 2023 and previously worked at UBS Financial Services Inc. from 2016 to 2023. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse clientele including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments, and manages approximately $9.47 billion in discretionary assets.

Mackenzie Mccombs is a financial advisor at Perennial Financial Services with two years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Ford Financial Group. Outside of advisory roles, she is also employed as a paralegal at Ramsey Law and serves as a notary public. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and businesses. The firm offers fiduciary portfolio management with tailored allocations and utilizes multiple platform relationships and third-party managers to support its client solutions.

Alejandro Hirsch Marin is a financial advisor at Signature Investment Advisors, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Fidelity Investments, Charles Schwab, Transamerica Financial Advisors, and Prudential Financial. Signature Investment Advisors provides discretionary and non-discretionary investment management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other entities. The firm uses a research-driven approach combining strategic and tactical asset allocation, supported by multiple customizable model platforms and quarterly reporting.

Ryan Gomez is a CFP® and holds a Series 66 license, currently advising at Gerber Kawasaki Wealth & Investment Management with five years of industry experience. His prior roles include positions at OSAIC and UBS Wealth Management, among others. Outside of finance, he has experience working in the food service industry. 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 with ongoing monitoring and supports a large client load through standardized programs and digital tools.

Andrew Johnson is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior work includes positions at SWS Financial Services, A. G. Edwards & Sons, Inc., and Prudential Equity Group, LLC. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of discretionary and non-discretionary investment solutions and integrates broker-dealer operations with banking and municipal advisory capabilities within the Hilltop group.

Kyle Steckler is an Associate Advisor at SEIA with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Royal Alliance Associates and Centura Wealth Advisory. Steckler has also spent time in a non-advisory role at SES 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 employs a combination of strategic macro asset allocation and tactical adjustments supported by quantitative and qualitative research, offering both discretionary and predominantly non-discretionary investment management alongside comprehensive financial planning and consulting services.

Barrett Porter is a CFP® with 24 years of industry experience, currently serving at Abacus Wealth Partners where he has worked for 17 years. His prior roles include positions at Abacus Portfolios, Adaptive Wealth Engineering, SII Investments, Pension Planners Securities, and Financial West Group. Abacus Wealth Partners provides financial planning, consulting, and both discretionary and non-discretionary investment management to a range of clients including individuals, families, high-net-worth clients, and various organizations. The firm uses an asset-class investing approach grounded in academic research, incorporating ESG screening and private pooled vehicles into client portfolios when appropriate.

Christopher Kazmer is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Los Angeles, CA. He previously worked at Hcvt from 2013 to 2017 before joining Aspiriant, where he has been since 2017. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside comprehensive wealth planning and family office services. The firm offers customized investment strategies using a range of implementation options and maintains distinctive family office capabilities including accounting and banking support.

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 16 years of industry experience. She holds the Series 66 designation and has worked with firms including Southport Capital, Integrated Asset Management, and PNC Wealth Management. In addition to her advisory role, she is involved as an insurance producer with Meridian Insurance LLC, where she consults and sells annuities and life insurance. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering discretionary portfolio management, financial planning, and retirement-plan services. The firm emphasizes IPS-driven, tailored advice and manages most client relationships on a discretionary basis.

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.