Brian Elliott is a financial advisor at Genter Capital Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Genter Capital Management since 2012. Elliott also serves as Senior Vice President and Director of the Institutional Division, focusing on direct sales and marketing activities for that segment. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, 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 and sub-advisor to several ETFs, combining fundamental and quantitative analysis within a disciplined investment process.

Eric Pritz is a CFP® with 21 years of experience in the financial services industry. He is currently a senior partner at SEIA and has previously worked at SES LLC, Royal Alliance Associates, and Signator Investors. He holds a California insurance license and is a licensed producer. SEIA is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm combines strategic macro asset-allocation with tactical adjustments and offers primarily non-discretionary investment management alongside financial planning and consulting services.

Mei Wah Wong is a financial advisor at Genter Capital Management with two years of industry experience. She holds a Series 65 designation and has been with Genter Capital Management since 2010. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, managing a registered fund and multiple ETFs, with a notable focus on municipal bonds.

Job Eagleson is a Series 66-licensed financial advisor with 27 years of industry experience. He has worked at Golden State Wealth Management since 2024, following ten years at LPL Financial and eighteen years at American Express Financial Advisors. Outside of his advisory work, he has an ownership interest in The Artful Editor, a family business located in Santa Monica, CA. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management and uses a variety of analytic approaches and third-party managers to construct tailored portfolios.

Patrick Currall is a financial advisor with SEIA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior experience includes roles at CITIGROUP and Royal Alliance Associates. Outside of his advisory work, he is a partner in Alaska Go Fish, LLC, a charter fishing business, and serves as CFO for the Alaska Adventure Project for Wounded Veterans, a nonprofit organizing outdoor activities for veterans with PTSD. 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 informed by quantitative and qualitative research, with a majority of assets managed on a non-discretionary basis.

Alan Simeon is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Eaton Vance for 18 years before joining Perennial Financial Services and LPL Financial in 2024. Simeon also provides investment advisory services through Perennial Investment Advisors, LLC, an independent registered investment advisor he started in 2024. Perennial Financial Services offers investment advisory and consulting to individuals, trusts, retirement plans, and business entities, delivering fiduciary portfolio management tailored to client goals across a range of securities. The firm utilizes multiple platform relationships and integrates retirement plan consulting with insurance and dually-registered representative services.

David Bleeck is a financial advisor at Composition Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Goodfriend, Jacobs, Bleeck & Breslow LLP and Gelfand Rennert Feldman. Outside of his advisory role, he is involved with Goodfriend & Jacobs as a Certified Public Accountant. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, alongside other investment vehicles, and manages approximately $9.47 billion in discretionary assets.

Laura Danlasky Daigle is a financial advisor at Avantax Planning Partners, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cetera and its affiliated entities. Outside of her advisory work, she is an independent vocalist and owns a small business crafting handmade jewelry. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers its services primarily through CPA firms and registered advisor representatives, managing approximately $7.57 billion in assets as of December 31, 2025.

Sam Lee is a financial advisor at Aspiriant, LLC with 21 years of industry experience. He holds a Series 65 designation and has been with Aspiriant since 2014. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management and comprehensive wealth planning, including accounting, tax, and estate services. The firm uses customized investment programs with a variety of implementation options and offers expanded family office capabilities beyond typical advisory services.

James Walls Jr. is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at City National Securities, Inc., PNC, Ascensus, and BB&T Retirement & Institutional Services. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor that uses diversified asset allocation strategies and discretionary portfolio management.

Samuel Coquillard is a financial advisor at Composition Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Composition Wealth, he worked at Pacific Global Fund Distributors Inc. for 14 years and Pacific Global Investment Management Co for 18 years. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base, including individuals, high-net-worth clients, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by other asset types and both fundamental and technical analysis.

Angelica Roxas is a financial advisor with Brookwood Investment Group in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at several firms, including Secure Investment Management and Optivise Advisory Services, and owns Strategic Asset Preservation, Inc., where she is involved in insurance and annuity sales. Roxas also owns South Bay Tax Solutions, a business in which she has no involvement with tax preparation or advice. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and supporting negotiable advisor-level fees and third-party service platforms.

Nigel Pierce is a CFP® and holds a Series 66 license, currently affiliated with Nwf Advisory Services Inc. He has three years of industry experience and has previously worked at Tellone Management Group Inc. and Perigon Wealth Management, LLC. Nwf Advisory Services is a multi-team SEC-registered investment adviser managing approximately $6.4 billion in client assets. The firm primarily serves individual and high-net-worth clients through an open-architecture, technology-driven platform offering portfolio management, financial planning, and retirement plan consulting services.

Kyle Breslow is a financial advisor at Composition Wealth, LLC with four years of industry experience. He holds a Series 65 credential and has been a certified public accountant at Goodfriend Jacobs Bleeck & Breslow LLP since 2015. 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, 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 alternative investments, and manages approximately $9.47 billion in discretionary assets.

Max Lepley is a CFP®-certified financial advisor at Kinetic Investment Management, Inc. in Los Angeles, CA, with six years of industry experience. Before joining Kinetic, he worked at MFS Fund Distributors, Inc. and Kanani Advisory Group. He is also an insurance agent with Kanani Financial & Insurance Services Inc., where he provides advice and services related to insurance products. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a variety of analytical methods and a primarily long-term trading approach, offering access to a broad set of asset types including non-traded real estate investments.

Brian Holmes is a CFP® with 42 years of experience in the financial services industry. He is CEO of SEIA and SIA LLC and has previously worked at Signator Investors, Inc. Besides his advisory roles, Holmes is the CEO of Signature Estate and Insurance Services and owns Malibu 3-Day Eventing, a consulting business for horse boarding and eventing show horses. SEIA is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients. The firm offers a range of investment management and financial planning services, combining strategic asset allocation with tactical adjustments through an internal Investment Solutions Group and Investment Committee.

Daniel Gabler is a financial advisor at United Capital Financial Advisors with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley for over 10 years. He is based in Los Angeles, CA. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm also offers sub-advisory and consulting services and supports independent advisors through its technology platform, FinLife Partners.

Jeremy Brown is a Series 66-licensed financial advisor with Vanderbilt Advisory Services, based in Torrance, CA, and has 19 years of industry experience. He has worked at Vanderbilt Securities, LLC and Raymond James Financial Services, among other firms. Outside of his advisory role, Brown is active in the community, serving on several nonprofit boards including the Carson Gardena Dominguez Rotary Club, Gardena Carson Family YMCA, and Friends of Cabrillo Marine Aquarium, and he also works as a part-time kickboxing instructor. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services using a strategic asset allocation approach that combines fundamental, technical, and charting analysis, and is distinguished by its integration with retirement-plan and benefits firms to provide pension consulting and plan administration alongside advisory services.

Dimitri Krikelas is a financial advisor at Westmount Partners, LLC with 15 years of industry experience. He holds a Series 65 credential and has been with Westmount Asset Management since 2010. Westmount Partners provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, non-profits, and various institutional entities. The firm manages approximately $5.2 billion, emphasizes the use of no-load mutual funds and pooled vehicles, and serves as an adviser and sub-adviser to multiple private pooled investment vehicles.

Abraham Lopez is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at City National Securities, CUSO Financial Services, Wedbush Securities, Matthew Plocher, and Northwestern Mutual Investment Management. Outside of his advisory work, he owns and teaches Brazilian Jiu Jitsu at a martial arts school in Los Angeles. 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 financial planning and portfolio management with affiliated sub-advisory asset allocation strategies, serving clients within a larger financial services group that includes banking and trust operations.