Michael Evans is a CFP® with 29 years of industry experience, currently serving as a senior partner at SEIA. His career includes positions at SES Inc., Royal Alliance Associates, Signator Investors, and Charles Schwab. He is licensed for insurance sales and service related to financial planning. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving retail and high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm employs a structured investment approach that combines strategic and tactical asset allocation, offering a range of portfolio management and financial planning services.

Christine Matthew is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. Her prior roles include positions at United Capital Financial Advisers, Fidelity Personal and Workplace Advisors, and FIDELITY Brokerage Services. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic asset allocation with tactical micro-allocation and a six-step investment process, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and retirement consulting services.

Isaak Ottmar is a financial advisor at Westmount Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Wolfies, Target, FedEx, and Fruci and Associates. Ottmar also spent over a decade at Liberty High School prior to his financial services career. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, and trusts. The firm focuses on mutual funds and managed strategies, supplementing portfolios with private and interval funds, and serves as a private fund adviser and sub-adviser while managing pooled investment vehicles.

Phillip Argue is a financial advisor with SEIA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Morgan Stanley, Citigroup Global Markets, and Steel Peak Wealth Management. He currently serves as Director of Investment Strategy at SEIA. SEIA is an SEC-registered multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a combination of strategic and tactical asset allocation supported by an Investment Solutions Group and Committee, offering a range of portfolio management and financial planning services across both discretionary and non-discretionary account structures.

Gary Liska is a CFP® professional with 32 years of experience in the financial services industry. He is currently affiliated with SEIA and has held roles at SES Inc., Royal Alliance Associates, Inc., Seia LLC, and Signator Investors, Inc. Outside of advisory work, he serves on the board of a homeowners association, where he assists with budgeting and meeting management. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving about 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm combines strategic and tactical asset allocation through a structured six-step investment process and offers both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Alexander Chumas is a financial advisor at SEIA with four years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services, Inc. and Signature Estate & Investment Advisors, LLC. Prior to his advisory roles, he was employed at the University of Southern California and New Mexico State. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a combined strategic and tactical investment approach and offers a range of portfolio management and financial planning services, emphasizing non-discretionary management and specialized investment strategies.

Brendan Finneran is a financial advisor with SteelPeak Wealth, LLC in Los Angeles, CA, holding a Series 65 credential and five years of industry experience. Prior to joining SteelPeak Wealth Management in 2021, he worked for Rampart Investment Management from 2008 to 2021. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, and access to alternative investment strategies through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Lara Lamb is a CFP® with 19 years of experience in financial advising. She has been with Abacus Wealth Partners since 2013 and previously worked at Lamb Financial Planning, LLC and Gainsborough Financial Consultants, Inc. Abacus Wealth Partners serves individuals, high-net-worth clients, families, and various organizations with financial planning, consulting, and investment management. The firm employs an asset-class investing approach grounded in academic research, utilizing primarily no-load mutual funds, ETFs, and passive institutional funds, and incorporates ESG screening and private investments into client portfolios where appropriate.

Susan Olson is a CFP® and holds a Series 65 license with 12 years of industry experience, all at Abacus Wealth Partners in Santa Monica, CA. She has been with Abacus Wealth Partners since 2014. Olson is involved as a partner in Impact Assets, a donor-advised fund advisor. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, and institutional clients. The firm follows an asset-class investing approach grounded in academic research, utilizing primarily no-load mutual funds, ETFs, and passive institutional funds, while incorporating ESG screening and private pooled investments for qualified clients.

Shannon Chavez is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. Prior to joining RBC, he worked at City National Securities, Inc. outside of his advisory role, he is involved in e-commerce through Bird Brain Products LLC and co-owns a short-term vacation rental home in La Quinta, CA. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group, including affiliated banking and trust services.

Zohreh Ghaissari is a CFP® professional with 29 years of industry experience, currently serving at Modern Wealth Management, LLC. Her prior experience includes 15 years at Mutual of America Securities Corporation and Mutual of America Life Insurance Company. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Mike Shayestehfar is a financial advisor at Citizens Private Wealth with 19 years of industry experience. He holds the Series 66 designation and has previously worked at RBC Capital Markets, J.P. Morgan Securities, and First Republic Securities Company. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, business entities, trusts, and charitable organizations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, supported by an affiliation with Citizens Bank that offers access to bank deposit sweep programs and securities-based lending.

Thomas Mooney is a CFP® professional at Morton Wealth with one year of industry experience. Prior to joining Morton Wealth, he held roles at Crestwood Advisors and Pilgrim Security. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles with customized investment management and financial planning services. The firm emphasizes diversification and risk management within a modern portfolio framework and is notable for its involvement with private funds and a range of client programs tailored by wealth level.

Steven Mc Neil is a Series 65 credentialed advisor at Genter Capital Management with four years of industry experience. His prior experience includes roles at Corbin Advisors, Stone Pine Management, and the Abu Dhabi Investment Authority. Genter Capital Management provides discretionary investment supervisory services to individual and institutional clients, managing equity and fixed-income portfolios. The firm combines fundamental and quantitative analysis, serving a diverse client base including pension plans, foundations, and government entities.

Larry Isaacs is a financial advisor at Mariner Independent with 27 years of industry experience. He holds a Series 63 designation and has worked at Mariner Platform Solutions since 2022, following prior roles at AdvicePeriod, LLC and Dakota Financial Management. 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 specialized retirement plan services, supported by institutional resources and affiliated investment relationships.

Bhagwati Mahendru is a financial advisor with Realta Investment Advisors, Inc. and holds a Series 63 designation. He has 33 years of industry experience, including prior roles at Cetera Advisors LLC and First Allied Advisory Services. Mahendru serves as a board member for the nonprofit counseling organization Valley Family Center. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and utilizes a wide range of investment strategies across multiple asset classes, supported by its NOVA platform and third-party manager programs.

Leon Kim is a financial advisor with Diversify Advisory Services, LLC in Los Angeles, CA. He holds a Series 65 credential and has nine years of industry experience, including roles at KLK Capital Management and Stonemark Wealth Management. Since 2022, he has been self-employed. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

Frederick Miller is a financial advisor at SEIA with CFP® and ChFC® designations and over 40 years of industry experience. He has worked at Signature Estate & Investment Advisors, LLC since 2004 and previously spent more than three decades at Signator Investors, Inc. Miller serves as a board member of the Rose Bowl Legacy Foundation, assisting with fundraising activities. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm employs a six-step investment process combining strategic asset allocation and tactical security selection, offering a range of portfolio management and financial planning services with an emphasis on non-discretionary management.

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 financial advisor at SEIA with 22 years of industry experience. He holds the CFP® designation and Series 66 license. His career includes roles at Royal Alliance Associates, INC., Signator Investors, Inc., and SES LLC. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving around 9,500 clients. The firm offers a range of portfolio management and financial planning services, combining strategic asset allocation with tactical and quantitative investment processes, with a notable focus on non-discretionary management.