Caroline Rakness is a financial advisor at Coppell Advisory Solutions LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Searchlight Financial Advisors and Beverly Drive Financial & Insurance Solutions. Outside of advising, she has taught basic finance courses at Torrance Adult School and Santa Monica Community College. Coppell Advisory Solutions LLC serves a diverse client base including individuals, pension plans, trusts, and corporate clients, offering discretionary portfolio management and financial planning through an open-architecture platform. The firm uses tailored asset allocation models combined with fundamental and technical analysis to implement strategies consistent with client objectives.

Evan Barrett is a CFP® and ChFC® with 18 years of experience in the financial services industry. He is currently with Mutual Advisors, LLC and Mutual Securities, Inc., and also owns Barrett Planning Group, Inc., an insurance sales business. Prior to his current roles, he worked at Axa Advisors, LLC and several other firms. Outside of finance, he is involved in acting and performance. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, using a combination of passive and active investment strategies tailored to client objectives.

Joshua Fredendall is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, with eight years of industry experience. He holds a Series 66 designation and has previously worked at Steel Peak Wealth Management, Bank of America, and Merrill Lynch. Westmount Partners provides discretionary portfolio management and financial planning to individuals, high-net-worth households, and various institutional clients. The firm manages approximately $5.2 billion and offers access to diversified private fund-of-fund structures alongside traditional pooled investment vehicles.

Kathleen Barron Alicante is a CFP® professional with seven years of industry experience, currently serving at Abacus Wealth Partners. She previously worked at the University of Tulsa before joining Abacus Wealth Partners, where she has been since 2017. Outside of financial advising, she owns Kate Barron LLC, a consulting and coaching business that supports social justice organizations, foundations, and individuals in aligning their justice values with ancestry, legacy, movements, and capitalism. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including high-net-worth individuals, families, trusts, and charitable organizations. The firm employs a passive, asset-class-focused investment approach with ESG screening options and offers specialized private fund opportunities through its role with the Align Impact fund.

Xiaoxiao Bi is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and National Planning Corporation. Bi is also the managing member and CPA at Wheeler and BI LLP and serves as secretary for Safetool Corporation, a product development and sales business. Additionally, she refers clients to GK Tax and Accounting 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, and corporations. The firm provides wealth management, financial planning, pension consulting, and ancillary services such as tax preparation and estate planning, employing an active management approach with both discretionary and non-discretionary portfolio strategies.

Ashley Guapo is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. She holds a Series 65 designation and has been in the industry since 2025. Prior to joining Gerber Kawasaki, she worked briefly at Cetera Advisor Networks and has experience in other roles including at Avasant and Alo Yoga. Gerber Kawasaki serves a broad range of clients, including both non-high-net-worth and high-net-worth individuals, as well as institutional and municipal entities. The firm employs tailored investment strategies and offers services such as wealth management, financial planning, pension consulting, and access to alternative investments, alongside managing an actively managed growth-focused ETF.

Craig Steinhauer is a financial advisor with NWF Advisory Services Inc. in Encino, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with NWF Advisory Services and NWF Advisory Group since 2005 and has been associated with OSAIC since 1990. Outside of his advisory work, he serves as president of Temple Or Ami, a 501(c)(3) Jewish temple, where he participates in financial oversight and board governance. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture wealth management platform offering both discretionary and non-discretionary account programs.

William Fredrickson is a financial advisor with NWF Advisory Services Inc in Santa Rosa, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with OSAIC since 2007 and previously worked at Whjr Associates. Fredrickson is also an author working on a book about the 12 Step Process and the enneagram. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and employs an open-architecture wealth management platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical options.

John Padilla is a financial advisor with Sowell Management in Santa Monica, CA, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He has been with Sowell Management since 2016 and previously worked at CONCERT Wealth Management, Inc. and Platinum Wealth Partners. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm uses a multi-branch independent-contractor model and offers a range of services including investment management, financial planning, and retirement-plan advisory, employing diverse investment strategies across multiple asset types.

Ryan Hanlon is a financial advisor at Composition Wealth, LLC with three years of industry experience. He previously worked at Rainmaker Advisory, LLC for 13 years and currently serves as Executive Vice President, West Coast, at Brown & Brown Dealer Services, Inc. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, employing a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and other instruments as appropriate.

Luke Miller is a financial advisor with RBC Securities, Inc. in Los Angeles, CA. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at City National Securities, CNR Securities, City National Rochdale, and EnRich Financial Partners. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm uses an affiliated sub-advisor for portfolio management and provides financial planning, ongoing reporting, and custodial services.

Noah Stomberg is a financial advisor at RBC Securities, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Equitable Advisors, LLC. Outside of finance, he has been involved with Fieldings Local Kitchen & Bar. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee advisory program. The firm manages portfolios using mutual funds, ETFs, SMAs, and individual securities, and operates within a broader financial services group affiliated with a bank and related entities.

Michael Powers is a financial advisor with Wedbush Securities Inc. in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He previously worked at McDonald Partners LLC for 13 years before joining Wedbush Securities in 2025. Wedbush Securities serves a diverse client base that includes individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered advisory services, including wealth management, fixed income, commodities, securities lending, and capital markets, supported by extensive clearing, custodial, and prime services capabilities.

Stephen Ching is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at Wedbush Securities since 2010 and concurrently at Skyline Financial Corp since 2008. In addition to his advisory roles, Ching is also employed as a mortgage loan originator with US Bank. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions. The firm offers a range of brokerage and SEC-registered investment advisory services, managing approximately $5.68 billion in regulatory assets and providing solutions across wealth management, fixed income, commodities, and capital markets.

Andrew Daze is a financial advisor with Wedbush Securities Inc. in Pasadena, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wedbush, he worked at Eagle Rock Italian Bakery & Deli for two years and has experience in editing, plastics manufacturing, and hospitality. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers both brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services.

Derek Ruan is a financial advisor at SteelPeak Wealth, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Signature Estate & Investment Advisors LLC. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, and family offices. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement investment consulting, implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Riley King is a financial advisor at SEIA with a Series 66 designation and one year of industry experience. Prior to joining SEIA, Riley held positions at Brighton Jones and various other roles outside the financial industry. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm employs a research-driven investment process that combines strategic asset allocation with tactical adjustments and offers both discretionary and non-discretionary managed-account programs.

John Knoth is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and bringing 46 years of industry experience. He previously worked at Morgan Stanley & Co., Incorporated for 11 years before joining Wedbush Securities. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors by offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm integrates broker-dealer and capital markets functions with clearing, custodial, and prime services, managing approximately $5.68 billion in regulatory assets.

Francine Lai is a CFP®-certified financial advisor with 16 years of industry experience, currently with Gerber Kawasaki Wealth & Investment Management. She previously worked at LPL Financial LLC for nine years. In addition to her advisory role, she serves as a liaison between clients and CPAs at GK Tax and Accounting, providing financial planning advice and client referrals. Gerber Kawasaki serves a diverse client base including individual households across wealth levels and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies with active management techniques and also acts as sub-adviser to an actively managed growth stock ETF.

Joseph Assaf is a financial advisor at ICG Advisors, LLC in Los Angeles, CA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ICG Advisors since 2009. Prior to that, he was with Pippy Corp. from 2024 to the present. ICG Advisors, LLC provides investment advisory services primarily to pooled investment vehicles and separately managed accounts for high-net-worth individuals, family offices, and institutional investors. The firm operates mainly as a fund-of-funds allocator, performing due diligence on Portfolio Managers and offering consolidated reporting, with a focus on large minimum investments and serving pension plans, charitable organizations, and other entities.