Myles Pritchard is a financial advisor with Advisory Services Network, LLC, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Advisory Services Network since 2016 and previously worked at Concert Wealth Management, Inc. from 2012 to 2016. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans, providing portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection through a network of approximately 208 independent advisers.

Karen Mcclintock is a CFA® and CIC credentialed advisor with 23 years of industry experience. She has worked at Robertson Stephens Wealth Management, LLC since 2021 and previously spent 13 years at LS Investment Advisors, LLC. Robertson Stephens Wealth Management serves high-net-worth individuals and families, trusts and estates, family offices, charitable organizations, and retirement plans. The firm offers a range of services including portfolio management, financial planning, tax and estate planning, and access to public and private funds, combining individualized advice with centralized investment oversight.

Peter Boyle is a CFA® charterholder with 27 years of industry experience. He has been with Clifford Swan Investment Counsel in Pasadena, CA, since 2010. Clifford Swan Investment Counsel provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, corporate pension and profit-sharing plans, and business owners. The firm’s investment approach is grounded in proprietary fundamental research and credit-focused fixed-income analysis, offering diversified portfolios with access to private investments and specialized services tailored to client objectives.

Charles Robb is a financial advisor at Carnegie Investment Counsel with 26 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Telos Capital Management, Rnc Genter Capital Management, and IMST Distributors. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a mixed investment approach incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Elise Faur is a CFP® and Series 65-licensed advisor with Abacus Wealth Partners, based in Santa Monica, CA. She has four years of industry experience, including a five-year tenure with Obsidian Wine Co prior to joining Abacus in 2022. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base that includes high-net-worth individuals, families, trusts, and charitable organizations. The firm employs a passive-oriented, asset-class investment approach with fundamental manager selection and ESG screening, and also sponsors the Align Impact private fund for qualified investors.

Matthew Jacobson is a financial advisor at RBC Securities, Inc. with one year of industry experience. He holds a Series 66 credential and has previously worked at Equitable Advisors, LLC, Tom James Company, and managed businesses including Matthew Real Estate Investment Services, Joshua J Fine Jewelry, and Leight Heist "Life Heist" Apparel. 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’s investment management is delegated to an affiliated sub-advisor that constructs and implements asset allocation strategies across various investment vehicles, offering discretionary portfolio management integrated within a broader financial services group.

Avi Bialo is a financial advisor at Arete Wealth Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and has been with Arete Wealth Advisors and Arete Wealth Management since 2013. Outside of his advisory work, he is a self-employed musician. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of advisor-driven and proprietary rule-based model allocations and uses third-party sub-advisers, regularly monitoring accounts while acting as an ERISA fiduciary when applicable.

Jeffrey Sinclair is a CFP® with six years of industry experience, currently serving at Perennial Investment Advisors, LLC. His prior experience includes six years at Edward Jones and two years at Lyft Inc. He has also worked with the San Jose Earthquakes LLC. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to individual clients, trusts, pensions, and corporate accounts. The firm integrates advanced technology, including AI tools, into its investment process and operates across multiple custodians and platforms.

Daniel Kutsch is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. He holds a Series 65 credential and began his advisory career in 2025. Prior to joining Gerber Kawasaki, he was a full-time student and has held positions outside of finance, including work at Finley Golf Course and Blox LLC. Gerber Kawasaki serves a diverse client base, including individual households across wealth levels and institutional entities such as pension plans and municipal clients. The firm employs tailored investment strategies with ongoing portfolio monitoring and offers access to alternative investments, financial planning, and ETF sub-advisory services.

Morris Symson is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has been with Kestra since 2014 and also serves as a consultant and portfolio manager for Pacific Point Asset Management, an independent RIA where he provides client advisory services and portfolio management. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services, supporting independent advisor decision-making with access to multiple platforms and in-house and third-party solutions.

Kyle Clark is a financial advisor at Gerber Kawasaki Wealth & Investment Management with six years of industry experience. He holds a Series 65 designation and has been with Gerber Kawasaki since 2019. Prior to his advisory role, he was involved with Casetta Coffee, Casetta Group, and Montecito Venture Partners. He also serves as a liaison between clients and the firm’s tax and accounting department, referring clients and coordinating with CPAs. 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 manages an actively managed ETF focused on growth stocks.

Taylor Richmond is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding a Series 66 designation and two years of industry experience. Prior to joining RBC, Richmond worked at City National Securities and CommonGood Securities, and manages an astrology consulting business called Astropolated Visions, LLC. 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’s investment management is delegated to RBC Rochdale, which constructs diversified portfolios and manages accounts on a discretionary, asset-based fee basis.

Celia Meagher is a financial advisor at Brighton Jones LLC in Los Angeles, CA, with 15 years of industry experience. She holds the CFP® and Series 66 designations and has worked previously at Morton Capital Management and Oppenheimer. Outside of her advisory role, she is the founder and owner of Hangurs LLC, a marketplace for moms. Brighton Jones serves high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive wealth-management services through a Personal CFO model and family office offerings. The firm combines discretionary and non-discretionary investment management with private-investment opportunities and offers administrative and legal support services through affiliated entities.

Ricky Ackerman is a CFP® professional with six years of industry experience, currently affiliated with Mutual Advisors, LLC. He has previously worked with California Retirement Advisors, where he accumulated ten years of experience. Mutual Advisors provides investment management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plan participants, and institutional investors such as sovereign wealth funds. The firm employs a combination of active and passive strategies and offers operational flexibility with approximately $8.5 billion in assets under management.

Theodore Saade is a senior partner at SEIA with 30 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Signator Investors, Inc., Royal Alliance Associates, Inc., and SES LLC. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a team of 132 advisors managing approximately $22.5 billion in assets. The firm employs a systematic, client-driven investment process supported by research and offers a range of managed account programs and financial planning options.

Sarah Brace is a financial advisor at Ascentis Independent Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at ORG Partners, LLC, Purshe Kaplan Sterling Investments, WealthShield Partners, United Planners' Financial Services, and Bridge Advisory. Outside of her advisory role, she volunteers at Huntington Hospital’s gift shop and is a notary public. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, and incorporates third-party managers and alternative investments through discretionary sub-advisory and co-advisory arrangements.

Nathaniel Angelo is a financial advisor at Composition Wealth, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at RBC Capital Markets and Columbia River Advisors LLC. Outside of his advisory role, he is a member and capital contributor of Northshore Capital Investment LLC, a real estate investment entity. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans with a multi-advisor approach. The firm focuses on long-term, asset-allocation driven portfolio construction using diversified low-cost mutual funds, ETFs, individual securities, and selective alternative investments.

Noah Boatright is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with NWF Advisory Services Inc and previously worked at OSAIC Wealth Inc and National Planning Corporation. Outside of his advisory role, he volunteers as a regional coach administrator for a youth soccer league. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily for individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm employs an open-architecture wealth management platform with a focus on strategic long-term investing alongside tactical strategies.

Robert Hunt is a financial advisor at Genter Capital Management with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Genter Capital Management since 2012 and IMST Distributors, LLC since 2013. He serves as Director for North Territory at Genter Capital Management, focusing on advisor relationship management. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, pension plans, foundations, and government entities. The firm manages both equity and fixed-income strategies, including municipal bonds, and advises the Genter Capital Dividend Income Fund as well as several ETFs.

Evelyn Fernandez is a financial advisor at Prosperity - An EisnerAmper Company with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including Avantax Investment Services, Cetera, and KROST Wealth Management. Outside of her advisory role, Evelyn serves as a CPA and Tax Principal in EisnerAmper’s tax practice. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach with approximately 63 advisors managing around $5 billion in assets, emphasizing asset allocation and diversification through both discretionary and non-discretionary management.