Job Eagleson is a financial advisor with Golden State Wealth Management, LLC in Santa Monica, CA, holding a Series 66 credential and bringing 28 years of industry experience. His career includes roles at Ameriprise and LPL Financial before joining Golden State Wealth Management. Outside of his advisory work, he has a family business involvement with The Artful Editor. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, financial planning, and retirement consulting. The firm primarily offers discretionary portfolio management using various analytic approaches and third-party managers while maintaining a focus on tailored client solutions.

Patrick Currall is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at SES Inc., Royal Alliance Associates, CitiGroup, VOYA Financial Advisors, and U.S. Bancorp Investments. Outside of financial advising, he is a partner in Alaska Go Fish, LLC, a charter fishing business, and serves as CFO of a nonprofit that organizes Alaska adventure trips for veterans with PTSD. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic asset allocation with tactical and qualitative investment decisions, offering a range of portfolio management and financial planning services primarily focused on non-discretionary management.

Alan Simeon is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Eaton Vance for 18 years and has been with Perennial Financial Services and LPL Financial since 2024. Simeon also provides investment advisory services through an independent registered investment advisor firm, Perennial Investment Advisors, LLC. Perennial Investment Advisors offers investment management, financial planning, and retirement plan consulting to individual clients, trusts, pensions, and corporate accounts. The firm combines tailored portfolio strategies with the use of AI tools and multiple custodial relationships to provide discretionary management and standalone consulting services.

Eliot Lehrman is a Series 65-licensed advisor at Encompass More Asset Management LLC with one year of industry experience. Prior to joining the firm, he worked as a contractor and business strategy consultant for Unified Wealth, LLC, where he focused on business structuring, retirement planning, and tax strategy. Before transitioning to financial services, he spent several years at Marvel Studios. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individuals rather than corporate or charitable clients.

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.

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.

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.

Dylan Druian is a financial advisor at Morton Wealth with a Series 65 designation and three years of industry experience. Prior to joining Morton Wealth in 2023, he worked at Jersey Mikes from 2021 to 2023. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles with customized investment management, financial planning, and business consulting services. The firm uses a modern portfolio approach emphasizing diversification and risk management, and is notable for its involvement with pooled investment vehicles and private funds.

Chase Dominguez is a CFP® and holds a Series 65 license, with six years of industry experience. He has been with AWM Capital, LLC since 2017 and previously worked for the New Orleans Saints and the University of Utah. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management alongside comprehensive financial planning services including tax, estate, insurance, and business consulting. The firm employs an open-architecture platform and a liability-driven investing framework to create customized portfolios utilizing mutual funds, ETFs, individual securities, and private placements, among other strategies.

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 over 42 years of experience in financial advising. He is the CEO of SEIA and has held leadership roles at related firms including SIA LLC and Signature Estate and Insurance Services, where he serves as CEO. Outside of his advisory work, Holmes owns and consults for horse boarding and eventing facilities in Malibu. SEIA is a multi-team SEC-registered advisory firm headquartered in Los Angeles, serving approximately 9,500 clients including individuals, trusts, retirement plans, and institutions. The firm employs a disciplined investment process that combines strategic and tactical asset allocation with qualitative and quantitative security selection, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and retirement consulting services.

Jeffrey Margolis is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and 41 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory role, Margolis serves as a board member of the Calabasas Country Club Men's Club, where he volunteers to run tournaments and maintain golf rules. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutions. The firm offers an open-architecture investment platform with multiple adviser-managed and model-based programs, along with unique operational capabilities such as custody services and municipal bond strategies co-advised with Franklin Templeton Group.

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.

Dimitri Krikelas is a financial advisor with Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation and 16 years of industry experience. He previously worked at Westmount Asset Management from 2010 to 2011. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, tailoring asset allocation primarily through mutual funds and managed strategies while offering access to private and interval funds. The firm manages multi-manager private funds and offers varied fee structures including performance-based fees for institutional investors.

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.

Brogan Mooney is a financial advisor at Gerber Kawasaki Wealth & Investment Management with four years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Fidelity Investments, 49 Wealth Management, and Purshe Kaplan Sterling Investments. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm employs an active management approach with tailored portfolio models, combining fundamental and technical analysis, and offers a range of wealth management and financial planning services.

Richard Friedland is a Certified Financial Planner® at Threadline Wealth with 15 years of experience in the financial services industry. He has worked at Moss Adams Wealth Advisors since 2012 and previously held roles at Wells Fargo Investments and Wells Fargo Clearing. Threadline Wealth provides wealth management, financial planning, investment consulting, and portfolio management to a broad range of clients, including individuals, families, business owners, and institutional entities. The firm employs a core-and-satellite investment approach, combining quantitative and qualitative due diligence with customized strategies such as options-based hedging and private fund selections.

Byron Harlan is a financial advisor with NWF Advisory Services Inc in Los Angeles, CA, holding the CFP® and ChFC® designations and bringing 18 years of industry experience. His prior roles include positions at Royal Alliance, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. Outside of his advisory work, he contributes monthly opinion essays to the San Diego Union-Tribune and serves as a member of the San Diego County Taxpayers Association. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisors, primarily serving individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform for portfolio management, offering a variety of advisory programs and financial planning services.