Sage Casaga is a financial advisor at Gerber Kawasaki Wealth & Investment Management with five years of industry experience. He holds a Series 65 designation and has worked at Gerber Kawasaki since 2020. Prior to that, he held roles at Glenn Burdette, Cal Poly, Gideon Strategic Partners, and Casaga Electric Inc. Casaga also provides accounting services through GK Tax and Accounting, acting as a liaison between clients and CPAs. Gerber Kawasaki Wealth & Investment Management serves a diverse client base that includes individual households across wealth levels as well as institutional entities. The firm offers wealth management, financial planning, pension consulting, ETF sub-advisory services, and alternative investment access, managing portfolios with tailored strategies and ongoing monitoring.

Aida Mcnamara is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 credential and 38 years of industry experience. She has been with Mutual of Omaha Investor Services and Mutual/United Of Omaha Insurance Company since 1992. Outside of her advisory role, she is also an insurance agent specializing in life, health, annuities, group, property, and casualty insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who utilize model portfolios and approved third-party managers.

James Larew is a financial advisor with Wedbush Securities Inc. in Pasadena, CA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 17 years at Wedbush Morgan Securities. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services, managing approximately $5.68 billion in regulatory assets, with capabilities across wealth management, capital markets, commodities, and prime services.

Andres Guzman is a CFP® professional with 11 years of industry experience, currently serving with Portside Wealth Group, LLC and Legacy Wealth Investment Counsel, LLC. His prior experience includes roles at Charles Schwab and Northwestern Mutual, among others. He is also licensed as an independent insurance agent in California, focusing on fixed life, health, and annuity products. Portside Wealth Group is a multi-advisor wealth management firm that delivers discretionary portfolio management, financial planning, pension consulting, and co-advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm utilizes a blend of fundamental, technical, and modern portfolio theory in its investment approach and offers related legal and accounting services through affiliated professionals.

Lawrence Goodfriend is a financial advisor at Composition Wealth, LLC with 17 years of industry experience. He holds a Series 65 credential and has been with Composition Wealth since 2016. In addition to his advisory role, Goodfriend is a partner at Goodfriend & Jacobs, LLP, a CPA firm where he spends approximately half of his time. Composition Wealth is an SEC-registered investment adviser that provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, and broker/dealers. The firm manages about $9.5 billion through a multi-advisor platform and uses a long-term, asset-allocation driven approach incorporating low-cost funds, individual securities, and alternative investments with ongoing oversight and rebalancing.

Hampton Adams III is a financial advisor at SEIA with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Royal Alliance Associates and Jhfn Sii. He is also licensed in insurance sales and service consistent with financial planning. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations by providing investment management, financial planning, and consulting services. The firm combines strategic asset allocation with tactical adjustments through an in-house research group and Investment Committee, offering a range of managed-account programs and third-party platform access.

Bernard Obrien is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and bringing 38 years of industry experience. He has been associated with Wedbush Morgan Securities Inc. and Woodcrest Country Club since 1989. Wedbush Securities serves a diverse client base including individual investors, high-net-worth clients, foundations, and institutions, offering a range of brokerage and investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm provides various managed account solutions as well as clearing, custodial, and execution services, with a distinctive combination of broker-dealer operations and capital markets functions tied to commodities and derivatives.

Keely Patridge is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include 19 years at Charles Schwab & Co., Inc. and her current tenure at City National Securities, Inc. since 2024. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm is integrated within a broad financial services group, offering financial planning and portfolio management with delegated investment management by its affiliated sub-advisor, RBC Rochdale.

Michael Amash is a financial advisor at Westmount Partners, LLC with 22 years of industry experience. He has been with Westmount Asset Management since 2002. His credentials include the Series 63 designation. Westmount Partners provides discretionary portfolio management and financial planning 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, employing portfolios primarily composed of no-load mutual funds and pooled vehicles, and offers access to alternative and private investments for qualified investors.

Gerard Tamparong is a CFP®, CFA®, and Series 63 credentialed financial advisor with 24 years of industry experience. He has worked at Composition Wealth, LLC since 2020 and previously spent 19 years at Payden & Rygel. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm’s investment approach emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs alongside individual securities, employing both fundamental and technical analysis.

Andrew Curto is a Series 66-licensed financial advisor at Citizens Private Wealth with 13 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and First Republic Securities Company. He serves as a Successor Trustee for a client trust account. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary and non-discretionary portfolio management alongside specialized services such as tax, estate structuring, and business consulting.

Samuel Adams is a financial advisor at Kinetic Investment Management, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kinetic since 2019. Prior to that, he was with Foundations Investment Advisors, LLC for two years and has been involved with RTA & Associates Financial & Insurance Services since 2009, where he serves as Director of Sales & Marketing. Kinetic Investment Management is a registered investment adviser serving individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $348 million in assets across about 1,250 client relationships, employing a mix of analytical methods with a primary long-term trading orientation and providing portfolio management, financial planning, sub-advisory, and educational services.

Nelson Merwitzer is a financial advisor at On Investment Management Company with 46 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes longstanding roles at National Life of Vermont since 1975, Ohio National Financial Services since 2011, and THE O.N. Equity Sales Company since 2012. Outside of advisory work, he owns Merwitzer Insurance Solutions, which sells life, health, disability, and long-term care insurance as well as fixed income annuities and health savings accounts. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based financial planning, access to third-party investment programs, and managed account options, serving a range of client needs across discretionary and non-discretionary portfolios.

Brian Hsieh is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding the CFA® designation along with Series 65 and Series 63 licenses. He has 16 years of industry experience, including 17 years at Wells Fargo Investments, LLC and seven years at City National Rochdale. 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 integrates investment advisory with a broad financial services group affiliated with a bank, offering portfolio management, financial planning, and specialized services including trust, municipal advisory, and pension consulting.

Kirk Aguer is a financial advisor at Apollon Wealth Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Morgan Stanley Smith Barney. Outside of his advisory role, he is also a registered representative at PURSHE KAPLAN STERLING INVESTMENTS, Inc., where he dedicates part of his time to insurance sales. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centrally managed strategies with local portfolio oversight and utilizes a mix of fundamental, tactical, and tax-aware investment approaches, alongside offering private fund advisory and alternative investment options.

Randall Bishop is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 credential and 20 years of industry experience. He has worked at ChangePath, LLC since 2020 and Sorrento Pacific Financial, LLC since 2009, with prior experience at Partnervest Advisory Services. In addition to his advisory work, he maintains a private law practice focused on trust administration, wills and trusts, tax law, and estate planning. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option-based strategies, offering tailored portfolio management through a large network of Investment Adviser Representatives.

Richard McWhorter is a financial advisor at Summit Financial, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, N.A. and Merrill Lynch. Outside of advisory work, he is involved with Electric Jane, a live music private membership club based in Nashville, TN. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client approval and advisor-led monitoring.

Monte Traficante is an Investment Advisor Representative at Siebert AdvisorNXT, LLC with 33 years of industry experience. He previously worked at Stockcross Financial Services, Inc. and Muriel Siebert & Co., LLC. He holds Series 63 and Series 65 licenses. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program, offering algorithmic portfolio construction combined with access to dedicated investment adviser representatives and third-party managers. The firm manages accounts on both discretionary and non-discretionary bases and features strategies such as covered-call transition for legacy holdings.

Sharone Hakman is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at PKS Advisory Services and Purshe Kaplan Sterling Investments since 2012. Outside of his advisory role, Hakman is the CEO of CHEFHAK Inc., a food and grocery manufacturing company. PKS Advisory Services provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on risk tolerance, time horizon, and objectives using a blend of mutual funds, ETFs, independent managers, and securities.

Sean Kram is a financial advisor at Citizens Private Wealth in Los Angeles, CA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Securities Company, and Blue Ocean Companies. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework, combining discretionary portfolio management with quantitative and qualitative research, and benefits from its affiliation with Citizens Bank, N.A. and its suite of integrated financial services.