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. in Los Angeles, CA, 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. In addition to her advisory role, she is also licensed as an insurance agent handling life, health, annuities, group, property, and casualty insurance lines. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works with third-party money managers and delivers managed solutions primarily through a platform relationship with Envestnet and Pershing.

Gregory Devine is a financial advisor at 71 West Capital Partners with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at UBS Financial Services and Goldman, Sachs & Co. Outside of his advisory role, he is involved in managing several real estate rental properties through his ownership and partnerships in multiple LLCs. 71 West Capital Partners serves individuals, high-net-worth clients, trusts, pension, and corporate clients through wrap-fee portfolio management. The firm combines in-house advisory expertise with third-party managers and employs a range of investment strategies, including tax-loss harvesting and margin lending.

James Larew is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 designations and has 33 years of industry experience. He has worked at Wedbush Morgan Securities since 2009 and was previously with Merrill from 1997 to 2009. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm supports discretionary and non-discretionary portfolio management and conducts research and due diligence across various investment products.

Charles Watson is a financial advisor at SEIA holding Series 65 and Series 66 licenses. He has been in the industry since 2026 and has held roles at several firms, including SES LLC, Serenus Wealth Advisors, and Saint & Second. Prior to his advisory career, he has diverse work experience in various industries and education sectors. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutions. The firm employs a blend of strategic and tactical investment processes, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting 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 designation and has worked with Composition Wealth since 2016. In addition to his advisory role, he is a partner at Goodfriend & Jacobs, LLP, a CPA firm where he spends approximately half of his time. Composition Wealth, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focusing on low-cost, diversified mutual funds and ETFs, supplemented by other asset types and rigorous due-diligence processes.

Hampton Adams III is a financial advisor with SEIA who holds Series 63 and Series 65 credentials and has 33 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC., Jhfn Sii, and Gamble Jones Investment Counsel. He has worked with SEIA and related entities since 2012. SEIA is a multi-team advisory firm with approximately 142 advisors serving individual, trust, retirement plan, and institutional clients. The firm combines strategic asset allocation with tactical adjustments and quantitative and qualitative security selection, offering a range of portfolio management and financial planning services across various account structures.

Bernard Obrien is a financial advisor with Wedbush Securities Inc. and holds a Series 63 designation. He has 38 years of industry experience and has worked with Wedbush Morgan Securities Inc. since 1989. Outside of his advisory role, he has been associated with Woodcrest Country Club for over three decades. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk profiles.

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.

Victoria Wilk is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 registrations and possessing 17 years of industry experience. Her career includes roles at Independent Financial Group and First Allied Advisory Services, among others. Outside of finance, she is the founder and designer of a French home design and décor venture and also works as a marketing consultant for small businesses. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional clients. The firm employs a blend of active and passive strategies with a focus on diversification and tailoring portfolios to client objectives, managing approximately $9.45 billion across 154 advisors.

Michael Amash is a financial advisor at Westmount Partners, LLC with 23 years of industry experience. He holds a Series 63 designation and previously worked at Westmount Asset Management from 2002 to 2011. Westmount Partners, LLC provides investment advisory and discretionary portfolio management to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm emphasizes tailored asset allocation using mutual funds, managed strategies, and alternative investments such as private and interval funds, serving as a private fund adviser and sub-advisor for multi-manager private funds launched since 2019.

Gerard Tamparong is a CFP®, CFA®, and Series 63 licensed financial advisor with 25 years of industry experience. He has worked at Composition Wealth, LLC since 2020 and previously spent 19 years at Payden & Rygel. Composition Wealth, LLC offers investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm’s investment approach focuses on long-term strategies using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds, while providing fiduciary services for retirement plans.

Mark Markland is a CFP® professional with 38 years of industry experience, currently serving at The AmeriFlex Group. His prior work includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and First Allied Advisory Services. He is also involved in insurance and benefits through an agent role outside of his advisory work. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing multiple program platforms and custodial arrangements to deliver tailored strategies.

Andrew Curto is a financial advisor at Citizens Private Wealth in Los Angeles, CA, with 14 years of industry experience. He holds a Series 66 designation and has worked at notable firms including JP Morgan Chase Bank and First Republic Securities Company. Curto is also named as a Successor Trustee for a client account. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm provides tailored investment management through a combination of discretionary portfolio oversight and open-architecture strategies, supported by its affiliation with Citizens Bank, N.A., which offers unique banking and lending features.

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 with ON Investment Management Company and holds the ChFC® and Series 63 designations. He has 46 years of industry experience, including roles at The O.N. Equity Sales Company since 2012, Ohio National Financial Services since 2011, and National Life of Vermont since 1975. In addition to his advisory work, he owns and operates Merwitzer Insurance Solutions, specializing in life, health, disability, and long-term care insurance, as well as health savings accounts. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of financial plans and access to various third-party investment programs, managing client accounts through both discretionary and non-discretionary arrangements.

Brian Hsieh is a CFA® charterholder with 16 years of experience in the financial industry, currently serving at RBC Securities, Inc. He previously worked at Wells Fargo Investments, LLC for 17 years before joining City National Rochdale, where he has been for seven years. 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 a broad financial services group, including affiliated banking and trust entities, to offer comprehensive portfolio management and financial planning solutions.

Kirk Aguer is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 license and 23 years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Stanley, and Citigroup Global Markets. In addition to his advisory work, he is a registered representative at PURSHE KAPLAN STERLING INVESTMENTS, Inc., where he spends part of his time on insurance sales and broker-dealer activities. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of 145 advisors. The firm serves individuals, high-net-worth families, family offices, and institutional clients, combining centrally managed mandates with locally managed portfolios supported by a structured investment process that includes fundamental analysis, ESG risk models, Direct Indexing, and technology tools such as generative AI.

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.