Evan Rice is a financial advisor with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Gerber Kawasaki, he worked at EP Wealth Advisors and Kidder Matthews, and he graduated from the University of California, Los Angeles. Gerber Kawasaki 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 manages portfolios with tailored strategies and uses techniques such as tax-loss harvesting and active stop-loss management.

Camille Madison is a financial advisor at Valley Wealth Managers, Inc. with four years of industry experience. She holds the Series 66 designation and previously worked at Goldman Sachs and OneMain Financial. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process that includes discretionary management and financial planning, utilizing a mix of individual securities, mutual funds, and ETFs.

Samuel Miller is a financial advisor at Signature Estate & Investment Advisors (SEIA) with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including United Capital Financial Advisers, Royal Alliance Associates, and SES Inc. Miller serves as a volunteer member of the Foundation Investment Committee at Vanguard University. SEIA provides investment management, financial planning, and consulting services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a research-driven investment process combining strategic macro allocation with tactical adjustments, offering both discretionary and non-discretionary managed-account programs.

Sarah Chhotani is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 license with one year of industry experience. Her prior roles include positions at Merrill Lynch and the USC Dornsife Office of Administration and Finance. Westmount Partners, LLC provides discretionary portfolio management and financial planning services to individual clients, pension and profit-sharing plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion across about 1,400 clients, utilizing no-load mutual funds, pooled vehicles, and alternative investments, and serves as adviser and sub-adviser to multiple private pooled vehicles.

Stephen Wiley is a financial advisor at Northern Trust Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Northern Trust Securities since 2008. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through various managed account platforms, combining advisory, brokerage, and custody services.

Roy Guia is an advisor with Mariner Independent in Torrance, CA, with experience primarily in accounting and financial services since 2016. His background includes roles at several accounting firms such as Westside CPAs LLP, Armanino, Marcum LLP, and operating his own Roy Guia Accountancy Corporation. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of 119 advisors and a variety of investment platforms.

Stephen Tu is a financial advisor with Seacrest Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Bank of America, and Merrill. He also acts as a mortgage financing referral partner, referring clients to mortgage brokers. Seacrest Wealth Management is a multi-advisor SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a long-term investment approach combining fundamental and technical analysis and offers comprehensive wealth management, financial planning, and specialized services such as divorce financial mediation.

Anita Heller is a financial advisor at SteelPeak Wealth, LLC with Series 65 and Series 66 licenses. She joined SteelPeak Wealth in 2025 and has prior experience with JPMorgan Private Bank and One Capital Management, LLC. SteelPeak Wealth serves a diverse client base, including individual investors, pension plans, trusts, and family offices, offering financial planning, discretionary portfolio management, alternative strategies, and access to non-purpose loan solutions. The firm uses proprietary and custom model portfolios with ongoing monitoring, and for eligible clients, it provides investment opportunities in privately placed securities and independent managers through its SteelPeak Alternative Solutions program.

Lynn Kulzak is a financial advisor at BCG Securities, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at BCG Securities since 2003, with prior experience at Horace Mann Investors, Inc. since 2019. BCG Securities serves institutional retirement plans and individual clients, focusing on portfolio management, financial planning, and pension consulting. The firm emphasizes tailored investment policy statements and non-discretionary advice, using independent third-party managers and multiple investment analysis methods.

Narek Mnatsakanian is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, including roles at City National Securities since 2016 and City National Bank from 2015 to 2016. 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 combines financial planning and portfolio management with access to an affiliated sub-advisor that implements diversified asset allocation strategies.

Samantha Driver is a financial advisor with SEIA in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. She has worked at firms including Raymond James & Associates, Charles Schwab & Co., Inc., and Royal Alliance Associates before joining SEIA. SEIA provides investment advisory and planning services to a range of clients including individuals, trusts, estates, retirement plans, and corporate clients. The firm offers multiple managed account programs and financial planning services, applying a six-step, client-driven investment process supported by an internal research group and an Investment Committee overseeing discretionary models.

Canon Price is a financial advisor at SEIA with 24 years of industry experience. He previously worked at Beverly Investment Advisors, LLC for 17 years before joining SEIA. He holds Series 63 and Series 65 designations. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, retirement plan consulting, and investment consulting services. The firm employs a research-driven investment process combining strategic and tactical asset allocation and manages a majority of its assets on a non-discretionary basis.

Angela Coxton is a financial advisor at Avantax Planning Partners, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at firms including Summit Brokerage Services, First Allied Securities, and Cetera entities. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm serves individuals, pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets across about 7,500 clients as of year-end 2025.

William Collopy is a Senior Financial Advisor at SEIA with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates and Jhfn Sii. His background includes roles in investment advisory and insurance sales consistent with financial planning. SEIA serves individuals, trusts, retirement plans, and organizations with investment management, financial planning, and consulting services. The firm utilizes an in-house research group and Investment Committee to implement a mix of strategic asset allocation and tactical adjustments across both discretionary and non-discretionary managed-account programs.

Coco Lorenzo is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Monograph Wealth Advisors, LLC since 2018 and previously held roles at The Leaders Group Inc and Stonemark Wealth Management. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, providing investment advisory services along with wealth planning, pension consulting, and philanthropic services. The firm emphasizes customized investment policy statements and employs asset allocation, third-party sub-advisors, and alternative investments as appropriate.

Bo Calvert is an investment advisor representative at Siebert AdvisorNXT, LLC with Series 66 credentials and one year of industry experience. Prior to joining Siebert AdvisorNXT in 2025, he worked at PowerUp Sports in sports management and marketing and has a background that includes roles at UCLA and Oaks Christian High School. Outside of advisory work, he is involved in endurance sports management as a sports agent. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that uses mean-variance optimization and Modern Portfolio Theory. The firm combines algorithmic portfolio construction with dedicated advisor support and offers both discretionary and non-discretionary account management.

Cameron Doty is a Certified Financial Planner (CFP®) with six years of industry experience. He has worked at Certuity, LLC since 2020 and previously held roles at Camden Capital and Aramark. Certuity, LLC manages approximately $3.3 billion and provides investment advisory, financial planning, family office, and investment consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, and pooled investment vehicles. The firm focuses on a long-term, buy-and-hold investment approach combining fundamental and quantitative analysis, with offerings that include separately managed public equity strategies and access to private markets.

James Johnson is a financial advisor with NWF Advisory Services Inc in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Edward Jones from 2013 to 2019 and has been with Royal Alliance since 2019. In addition to his advisory role, Johnson owns a sole proprietorship advising clients on insurance options and conducting policy reviews. NWF Advisory Services 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 offers both wrap and non-wrap account programs through an open-architecture Wealth Management Platform that supports advisor-managed and third-party model portfolios.

Jane An is a Series 66-licensed financial advisor at NWF Advisory Services Inc with 22 years of industry experience. She has held roles at OSAIC and Voya Financial Advisors and serves as President of Monolithe Wealth Planning Group, a DBA under which she operates her securities business. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting via a technology-driven, open-architecture platform.

Brandon Dixon James is a CFP® with 21 years of industry experience, currently serving as a financial advisor at NWF Advisory Services Inc. in Fresno, CA. He has worked at LPL Financial since 2025 and was previously affiliated with NWF Advisory Services and Royal Alliance from 2013 to 2025. Outside of advisory work, he is also an insurance agent for fixed and variable products. 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 offers a range of investment programs through an open-architecture Wealth Management Platform that includes advisor-managed and third-party model portfolios.