Maria Isabel Pedrosa is a financial advisor at Gesar Capital Management with 15 years of industry experience. She holds a Series 65 designation and has worked at Carnegie Investment Counsel from 2019 to 2024. She serves as Chair of the Investment Committee and a member of the Executive Committee for the Khyentse Foundation, a client of her firm. Gesar Capital Management provides discretionary portfolio management and hourly financial advisory services to individual investors, including high-net-worth clients, and charitable institutions. The firm’s investment approach is tailored to client risk profiles and includes due diligence on private funds and active management of foundation relationships.

Manvir Manak is a financial advisor with Advisory Services Network, holding CFP®, CFA®, and Series 65 credentials and seven years of industry experience. He has worked primarily with MAP Strategic Wealth Advisors and Advisory Services Network since 2016. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing diverse securities and customizable engagement models.

Elijah Souza is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management. He has previously worked at LPL Financial LLC for nine years and has been with Gerber Kawasaki since 2010. In addition to his advisory role, Souza acts as a liaison between clients and CPAs at GK Tax and Accounting, referring clients and providing financial planning support. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including both individual and institutional clients, offering wealth management, financial planning, pension consulting, and alternative investment access. The firm employs tailored portfolio strategies with ongoing monitoring and also acts as sub-adviser to an actively managed growth-focused ETF.

Neda Kanani is a Series 65-licensed financial advisor at Kinetic Investment Management, Inc. with seven years of industry experience. She also serves as a licensed insurance agent through Kanani Advisory Group Inc., an insurance services and investment advisory firm she has been involved with for over a decade. Kinetic Investment Management serves individuals, pension plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a multidisciplinary investment approach with an emphasis on long-term trading and may include higher-risk or illiquid investments when suitable.

Carly Jeavons is a CFP® with eight years of experience in financial advising. She is currently with Root Financial Partners and has previously held roles at Raymond James Financial Services, Crux Wealth Advisors, and LPL Financial, among others. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm uses broadly diversified, passive investment strategies tailored to client goals and offers specialized techniques for clients with more complex needs.

Judith Harlan is a CFP®, ChFC®, and Series 66-licensed financial advisor at NWF Advisory Services Inc with 12 years of industry experience. She has worked at OSAIC since 2018 and previously held roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. 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.

Christopher Good is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding Series 63 and Series 65 credentials and over 18 years of industry experience. He has been with Hilltop Securities since 2006. Outside of his advisory role, he provides part-time in-home respite care for his special needs daughter through a program compensated by the State of California. Hilltop Securities Inc. offers brokerage, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs and fiduciary services through an open-architecture platform with notable municipal bond strategies and custody capabilities.

Paul Miller is a financial advisor at First Foundation Advisors with 15 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with First Foundation Advisors since 2012. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as investment companies. The firm uses an open-architecture, multi-asset approach that includes equities, fixed income, mutual funds, ETFs, alternative investments, and independent managers, and operates with a bank holding company affiliation through FirstSun Capital Bancorp.

Rafael Pando is a financial advisor with RBC Securities, Inc., holding Series 63 and Series 66 credentials and 22 years of industry experience. His career includes roles at City National Securities, City National Bank, and Wells Fargo Affiliates. 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 implements diversified portfolios on a discretionary basis.

James Stephan is a financial advisor with Wedbush Securities Inc. in La Jolla, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wedbush Securities since 2009. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm combines broker-dealer and capital markets functions with clearing, custody, and prime services, managing approximately $5.68 billion in regulatory assets.

Robert Oberstein is a financial advisor with Verus Capital Partners, LLC, holding the PFS™ designation and Series 66 license. He has 25 years of industry experience and has previously worked at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1st Global Advisors. Oberstein is also a CPA and owner of RSO Advisors, LLP, a tax preparation and accounting business, and serves as secretary/treasurer on the board of David H Fell & Co., Inc. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical investment approach with strategic asset allocation and offers customized portfolios aligned with client objectives, risk tolerance, and tax considerations.

Victoria Murphy is a financial advisor at SEIA with a Series 65 credential and three years of industry experience. Prior to joining SEIA, she worked at Steel Peak Wealth Management and has experience in various roles including operations and animal hospital settings. Outside of her advisory role, she serves as Director of Operations for Chris Sailer Kicking LLC, a football training company. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a multi-team platform of 132 advisors managing approximately $22.5 billion in assets. The firm employs a structured, client-driven investment process combining strategic and tactical asset allocation, offering multiple managed account programs and comprehensive financial planning options.

Michael Mendell is a financial advisor at Gradient Advisors, LLC in Santa Monica, CA, holding a Series 65 designation. He has one year of industry experience and previously worked at the Los Angeles County Superior Court for nine years. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, managing approximately $289 million in regulatory assets and administering about $1.10 billion, with a focus on a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.

Charles Warner is a financial advisor at Genter Capital Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Quasar Distributors, LLC since 2001. Located in Los Angeles, CA, he is part of a multi-team advisory staff. Genter Capital Management provides discretionary investment supervisory services to a diverse client base, including individual and institutional investors such as pension plans, foundations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income portfolios and serves as adviser to the Genter Capital Dividend Income Fund as well as sub-advisor to several ETFs.

Jason Horg is a financial advisor with Perennial Financial Services, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial, Capital Financial Services, Inc., and Mariner Independent. Outside of advisory work, he serves as a notary public. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolios across a range of securities.

Anthony Montenegro is a Series 65-licensed advisor with Gibbs Wealth Management, LLC, based in Pasadena, CA. He has 13 years of industry experience, including ownership of Montenegro Financial Inc. Outside of financial advising, he is involved in marketing and management through Black Mountain Marketing Inc. and holds a partial ownership in a hair salon business. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and a variety of analytical approaches to guide investment allocations.

John Petrick is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Perennial Financial Services and its related entities since 2009 and has worked with LPL Financial since 2004. Petrick is also the founder and producer of Perennial Legacy Insurance Solutions, a non-variable insurance business. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management, financial planning, and retirement plan consulting, utilizing multiple platform relationships and third-party managers to tailor portfolio management and retirement solutions.

Jonathan Bates Jr. is a financial advisor with Wedbush Securities Inc., holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Wedbush, he held roles at Poke Rainbow, GABA Corporation, and Doordash, and is a recent graduate of the University of Colorado Boulder. Wedbush Securities serves a broad range of clients including individual and high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services. The firm provides a range of managed account solutions alongside commission-based brokerage arrangements and operates multiple clearing, custodial, and prime services tied to commodities and derivatives activity.

Amra Faruqi is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 66 and Series 63 credentials and possessing nine years of industry experience. Her prior work includes roles at City National Securities, RBC Capital Markets, and HSBC Securities (USA) Inc. She volunteers as Treasurer of the San Francisco chapter of Developments in Literacy, a nonprofit focused on fundraising and managing children’s schools. 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 via an affiliated sub-advisor and offers financial planning, portfolio management, and ongoing reporting as part of its services.

William Klepper is a financial advisor at Genter Capital Management with 21 years of industry experience. He holds a Series 65 designation and has been with Genter Capital since 2008. Outside of his advisory role, Klepper teaches at California Lutheran University and Keller Graduate School. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, institutions, and government entities. The firm employs a combination of fundamental analysis and quantitative techniques across equity and fixed-income strategies, managing a registered fund and multiple ETFs while overseeing $7.1 billion in assets.