Dilys Chang is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior work includes roles at Providien Machining & Metals, Inc., Gkn Bandy Machining, Inc., and Investment Advisors International, Inc. She has also been involved with Global View Capital Advisors, LLC and Global View Capital Insurance Services, LLC since 2015. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and an integrated execution platform.

Robert Venezia is a financial advisor with SteelPeak Wealth, LLC in Encino, CA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Prior to joining SteelPeak in 2023, he spent 15 years at Key Asset Advisors and 16 years with the Key Investment Team. SteelPeak Wealth serves a diverse client base, including individual investors, pension plans, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, utilizing proprietary model portfolios and conducting due diligence on privately placed securities for eligible clients.

Robert Klingensmith is a financial advisor at Apella Wealth in Santa Monica, CA, holding a Series 66 designation with 20 years of industry experience. His career includes roles at PBMares, LLP, where he serves as a partner and consulting service line leader, as well as prior experience with firms such as Mass Mutual Investors Services and HSBC Securities. Apella Wealth serves a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a model-driven, quantitative investment approach with a range of managed account solutions and integrates technology and third-party managers to support its offerings.

Stephen Ting is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at Verity Financial and Insurance Services, LifePro Asset Management, and other firms. Outside of Gradient Advisors, he owns and operates Verity Wealth Group and Seel Capital Inc, engaging in financial planning, income planning, and accounting activities. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model with fundamental, technical, and cyclical portfolio analysis.

Rajer Choobak is a financial advisor with NWF Advisory Services Inc in Los Angeles, holding the Series 66 designation and bringing 16 years of industry experience. He has been with NWF Advisory since 2013 and is also active with OSAIC. Outside of his advisory role, he is a member of the USC Marshall Alumni Association and serves as president of a family-owned S corporation established for tax purposes. NWF Advisory Services is a multi-team SEC-registered investment adviser managing approximately $6.4 billion in client assets. 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.

Michael Burr is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Westmount Asset Management LLC, Mariner Wealth Advisors LLC, AdvicePeriod LLC, and Resolution Economics LLC. Westmount Partners, LLC provides investment advisory, discretionary portfolio management, and financial planning services to individual and institutional clients. The firm focuses on tailored asset allocation using mutual funds, managed strategies, and alternative investments, including private and interval funds, and is recognized for managing multi-manager private funds and pooled investment vehicles.

Shirley Tan is a financial advisor with Perennial Financial Services, holding a Series 66 designation and 18 years of industry experience. She has worked at Perennial Investment Advisors LLC since 2017 and previously was with Lake Avenue Financial, LLC and LPL Financial, LLC. Outside of her advisory role, she holds a real estate license and is involved in insurance sales through Perennial Legacy Insurance Solutions. Perennial Investment Advisors offers investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, pensions, and corporations. The firm utilizes a range of investment vehicles and integrates technology such as AI tools and third-party platforms to enhance portfolio management and client service.

Ziad Hijazi is a financial advisor at Gerber Kawasaki Wealth & Investment Management with seven years of industry experience. He has been with Gerber Kawasaki since 2019 and holds a Series 65 designation. Outside of his advisory role, he serves as a liaison between clients and CPAs at GK Tax and Accounting, providing financial planning advice and client referrals. Gerber Kawasaki advises a diverse client base including individual households, retirement plans, trusts, and corporations, offering wealth management, modular financial planning, and pension consulting. The firm employs an active management approach with both discretionary and non-discretionary portfolio management, combining fundamental and technical analysis and providing a range of services including tax preparation and estate-planning tools.

Michael Evans is a CFP® with 29 years of industry experience, currently serving as a senior partner at SEIA. His career includes positions at SES Inc., Royal Alliance Associates, Signator Investors, and Charles Schwab. He is licensed for insurance sales and service related to financial planning. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving retail and high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm employs a structured investment approach that combines strategic and tactical asset allocation, offering a range of portfolio management and financial planning services.

Robert Hoffman is a financial advisor at Snowden Capital Advisors LLC with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Snowden since 2014. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm provides discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection, combining multi-team scale with institutional capabilities.

Christine Matthew is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. Her prior roles include positions at United Capital Financial Advisers, Fidelity Personal and Workplace Advisors, and FIDELITY Brokerage Services. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic asset allocation with tactical micro-allocation and a six-step investment process, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and retirement consulting services.

Isaak Ottmar is a financial advisor at Westmount Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Wolfies, Target, FedEx, and Fruci and Associates. Ottmar also spent over a decade at Liberty High School prior to his financial services career. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, and trusts. The firm focuses on mutual funds and managed strategies, supplementing portfolios with private and interval funds, and serves as a private fund adviser and sub-adviser while managing pooled investment vehicles.

Phillip Argue is a financial advisor with SEIA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Morgan Stanley, Citigroup Global Markets, and Steel Peak Wealth Management. He currently serves as Director of Investment Strategy at SEIA. SEIA is an SEC-registered multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a combination of strategic and tactical asset allocation supported by an Investment Solutions Group and Committee, offering a range of portfolio management and financial planning services across both discretionary and non-discretionary account structures.

David Hilton is a financial advisor at Modern Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Kaye Capital Management and Mutual Securities, Inc. Outside of his advisory role, Hilton serves on the Finance and Investment Committee of the Los Angeles Country Club and is involved with several nonprofit organizations, including Baseball for All and the Crohn’s & Colitis Foundation Advocacy Committee. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized Investment Committee to guide portfolio strategies that utilize model portfolios, third-party managers, and a combination of strategic and tactical approaches.

Gary Liska is a CFP® professional with 32 years of experience in the financial services industry. He is currently affiliated with SEIA and has held roles at SES Inc., Royal Alliance Associates, Inc., Seia LLC, and Signator Investors, Inc. Outside of advisory work, he serves on the board of a homeowners association, where he assists with budgeting and meeting management. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving about 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm combines strategic and tactical asset allocation through a structured six-step investment process and offers both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Alexander Chumas is a financial advisor at SEIA with four years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services, Inc. and Signature Estate & Investment Advisors, LLC. Prior to his advisory roles, he was employed at the University of Southern California and New Mexico State. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a combined strategic and tactical investment approach and offers a range of portfolio management and financial planning services, emphasizing non-discretionary management and specialized investment strategies.

Brendan Finneran is a financial advisor with SteelPeak Wealth, LLC in Los Angeles, CA, holding a Series 65 credential and five years of industry experience. Prior to joining SteelPeak Wealth Management in 2021, he worked for Rampart Investment Management from 2008 to 2021. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, and access to alternative investment strategies through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Lara Lamb is a CFP® with 19 years of experience in financial advising. She has been with Abacus Wealth Partners since 2013 and previously worked at Lamb Financial Planning, LLC and Gainsborough Financial Consultants, Inc. Abacus Wealth Partners serves individuals, high-net-worth clients, families, and various organizations with financial planning, consulting, and investment management. The firm employs an asset-class investing approach grounded in academic research, utilizing primarily no-load mutual funds, ETFs, and passive institutional funds, and incorporates ESG screening and private investments into client portfolios where appropriate.

Kathleen Gilmore is a CFP® certificant with 24 years of industry experience. She has been with Clifford Swan Investment Counselors since 2007, initially joining the firm’s predecessor and continuing through its current form. Clifford Swan Investment Counselors serves individuals, charitable institutions, foundations, pension and profit-sharing plans, and business owners, managing approximately $4.48 billion in client assets. The firm emphasizes fundamental research and long-term, diversified portfolio construction, with selective use of sub-advisers to tailor solutions to client needs.

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.