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.

Joel Lenzini is a financial advisor with Retirement Planners of America in El Segundo, CA. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 10 years with MMWKM Advisors, LLC. In addition to his advisory role, he is an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning services primarily to individuals, high-net-worth clients, and retirement plan participants. The firm employs an “Invest and Protect” approach focused on capital preservation, tactical rebalancing, and uses model portfolios composed mainly of ETFs and mutual funds.

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.

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.

Eric Cardenas is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Wells Fargo Clearing, UBS Financial Services, and Citigroup Global Markets. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm offers tailored investment advice through an open-architecture platform and integrates affiliated financial entities to support insurance-linked account management.

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.

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.

Mei Wah Wong is a financial advisor at Genter Capital Management with two years of industry experience. She holds a Series 65 designation and has been with Genter Capital Management since 2010. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, managing a registered fund and multiple ETFs, with a notable focus on municipal bonds.

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.

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.

Angelica Roxas is a financial advisor at Brookwood Investment Group with 13 years of industry experience. She holds the Series 63 and Series 66 designations. Roxas previously worked at Secure Investment Management, Optivise Advisory Services, Kuhn Capital Partners, and FOUNDATIONS INVESTMENT ADVISORS. She is also the owner of Strategic Asset Preservation, Inc., where she is involved in insurance and annuity sales. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, providing portfolio management and financial planning services. The firm customizes portfolios using a combination of passive, active, tactical, and blended strategies and maintains a network of proprietary partner offices along with several affiliated businesses.