Thomas Taylor is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co., and Credit Suisse Securities. Outside of his advisory work, he is engaged in authoring a retrospective on a book he originally published through Harper Collins. Mutual Advisors serves a diverse client base that includes individual investors, trusts, estates, retirement plans, and institutional clients. The firm employs a mix of active and passive investment strategies, utilizing multiple analytical approaches and third-party tools to tailor portfolios to client objectives, and is notable for the scale and breadth of its institutional management.

Robert Driscoll is a financial advisor with Composition Wealth, LLC in Los Angeles, CA, holding Series 65 and Series 63 licenses and 12 years of industry experience. He previously worked at Infinity Financial Services and Karp Capital Management Corporation from 2015 to 2022. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, and businesses. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by various other investment strategies, and manages approximately $9.47 billion in discretionary assets.

Robert Klingensmith is a financial advisor at Apella Wealth in Santa Monica, CA, holding a Series 66 designation with 20 years of industry experience. His career includes roles at PBMares, LLP, where he serves as a partner and consulting service line leader, as well as prior experience with firms such as Mass Mutual Investors Services and HSBC Securities. Apella Wealth serves a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a model-driven, quantitative investment approach with a range of managed account solutions and integrates technology and third-party managers to support its offerings.

Bruce Galbraith is an investment advisor representative at Siebert AdvisorNXT, LLC with 39 years of industry experience. He previously worked at Stockcross Financial Services, Inc. for 10 years and TD Ameritrade, Inc. for 3 years. Galbraith splits his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under common ownership by Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based AdvisorNXT platform with Modern Portfolio Theory-based ETF/ETN allocations, access to third-party and independent managers, and offers both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Maili Bergman is a financial advisor with Mutual Advisors, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining Mutual Advisors in 2021, she worked at Blueshirt Group and Live Nation Entertainment. Outside of her advisory role, she operates a lifestyle blog and career coaching business focused on professional women. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, employing a mix of active and passive investment strategies tailored to each client’s objectives. The firm manages approximately $9.45 billion through 154 advisors and is notable for its extensive institutional work and use of third-party tools and partnerships.

Rajer Choobak is a financial advisor with NWF Advisory Services Inc in Los Angeles, holding the Series 66 designation and bringing 16 years of industry experience. He has been with NWF Advisory since 2013 and is also active with OSAIC. Outside of his advisory role, he is a member of the USC Marshall Alumni Association and serves as president of a family-owned S corporation established for tax purposes. NWF Advisory Services is a multi-team SEC-registered investment adviser managing approximately $6.4 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting through an open-architecture, technology-driven platform.

Michael Burr is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Westmount Asset Management LLC, Mariner Wealth Advisors LLC, AdvicePeriod LLC, and Resolution Economics LLC. Westmount Partners, LLC provides investment advisory, discretionary portfolio management, and financial planning services to individual and institutional clients. The firm focuses on tailored asset allocation using mutual funds, managed strategies, and alternative investments, including private and interval funds, and is recognized for managing multi-manager private funds and pooled investment vehicles.

Ziad Hijazi is a financial advisor at Gerber Kawasaki Wealth & Investment Management with seven years of industry experience. He has been with Gerber Kawasaki since 2019 and holds a Series 65 designation. Outside of his advisory role, he serves as a liaison between clients and CPAs at GK Tax and Accounting, providing financial planning advice and client referrals. Gerber Kawasaki advises a diverse client base including individual households, retirement plans, trusts, and corporations, offering wealth management, modular financial planning, and pension consulting. The firm employs an active management approach with both discretionary and non-discretionary portfolio management, combining fundamental and technical analysis and providing a range of services including tax preparation and estate-planning tools.

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.

Cecilia Williams is a CFP® with 20 years of experience in financial advising, currently serving at Halbert Hargrove. She has been with Halbert Hargrove since 2006, holding various roles within the firm. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, offering discretionary, fee-only investment management, financial planning, and retirement plan services to individuals, trusts, corporate entities, and charitable organizations. The firm employs a committee-driven investment process that utilizes both qualitative and quantitative research to construct diversified portfolios.

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.

David Hilton is a financial advisor at Modern Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Kaye Capital Management and Mutual Securities, Inc. Outside of his advisory role, Hilton serves on the Finance and Investment Committee of the Los Angeles Country Club and is involved with several nonprofit organizations, including Baseball for All and the Crohn’s & Colitis Foundation Advocacy Committee. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized Investment Committee to guide portfolio strategies that utilize model portfolios, third-party managers, and a combination of strategic and tactical approaches.

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.

Olivia Shin is a financial advisor at 49 Financial with Series 65 and Series 63 licenses and five years of industry experience. She has worked at firms including Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Outside of financial advising, she is a certified indoor cycling instructor and teaches classes at Bay Clubs. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and discretionary investment management. The firm’s investment approach combines diversified asset allocation with fundamental and behavioral analysis, offering tiered family office services and employing both proprietary and external model portfolios.

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.

Philippe Oertle is a CFA® charterholder and holds a Series 66 license with 19 years of experience in the financial services industry. He is currently with CW Advisors, LLC and has previously worked at Catalina Capital Group, First Foundation Advisors, and Citigroup Global Markets. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a wide range of clients, including individuals, families, trusts, charitable organizations, and other institutions, using a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across diverse asset classes.