John Frye is a CFA® charterholder with 23 years of industry experience. He has worked at Carnegie Investment Counsel since 2021 and was previously with Crane Asset Management, LLC for 18 years. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including high net worth individuals, pension plans, nonprofits, corporations, and government entities. The firm employs a variety of analytical approaches and may use both long- and short-term trading strategies, options, and margin when appropriate, emphasizing alignment with client goals through written investment policy statements and ongoing monitoring.

Monica Baier is a CFA® charterholder with five years of industry experience. She is currently with Everett Harris & Co., where she has worked since 2008. Everett Harris & Co. provides discretionary and non-discretionary investment management services to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs a fundamental analysis and buy-and-hold approach, managing a diverse portfolio that includes U.S. and foreign equities, fixed income, commodities, and options.

Marjan Shokri is a financial advisor with RBC Securities, Inc. based in Beverly Hills, CA. He holds a Series 66 designation and has 25 years of industry experience. Since 2012, he has worked at City National Bank. 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 is affiliated with a broad financial services group that includes banking, trust, and municipal advisory activities, offering integrated financial solutions.

Jacob Cooper is a CFP® professional with 11 years of industry experience, currently serving as an advisor at SEIA. He previously worked at UBS Financial Services Inc. for nine years. Outside of his advisory role, he is involved in the acquisition and management of residential rental properties as a partner. SEIA is a multi-team advisory firm with approximately 140 advisors serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm offers a range of investment management and financial planning services guided by an in-house Investment Solutions Group and Investment Committee, with a distinctive approach that favors non-discretionary asset management.

Gregory Morse is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Perennial Financial Services and has previously worked at Wells Fargo Advisors. Outside of his advisory work, he owns a business, 17Five Tires, based in Carson, CA. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides individualized portfolio management across a range of securities and utilizes multiple platform relationships and third-party managers to deliver tailored client solutions.

Gary Mccarver is a CFP® with 26 years of experience in financial advising. He is currently a Director of Financial Planning and Investment Advisor Representative at SEIA LLC, and has held roles at Securities Equity Group, Select Portfolio Management, Inc., and Money Management, Inc. Outside of his advisory work, he is involved in financial planning, insurance marketing, and website design through independent business ventures, and is also a published playwright, author, and director. SEIA is a multi-team firm with approximately 140 advisors, serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, with an investment process combining quantitative and qualitative research led by an internal Investment Solutions Group and Committee.

Kyle Mcpherson is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He currently serves as an advisor at SEIA and has prior experience with firms including Canterbury Consulting, Deutsche Bank, and Royal Alliance Associates. SEIA is a multi-team advisory firm with approximately 140 advisors serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm employs a blend of strategic macro asset-allocation and tactical adjustments through an Investment Solutions Group and Committee, managing assets primarily on a non-discretionary basis.

Peter Sentance is a ChFC® credentialed financial advisor at ON Investment Management CO with 44 years of industry experience. His prior roles include positions at Ohio National Financial Services, Cambridge Investment Research Advisors, and Pacific Mutual Life Insurance Co. He serves as Chair of the board for Southern California Jr. Cricket in America, a nonprofit focused on charity fundraising. ON Investment Management Company 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 modular financial plans and access to third-party investment programs, operating with a dual-registration model that combines advisory and broker-dealer services.

John Diciaccio is a financial advisor at Snowden Capital Advisors LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Snowden Capital Advisors since 2012. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning services with a multi-team approach.

Geoffrey Grimsdale is a financial advisor with Encompass More Asset Management LLC who holds a Series 66 license and has two years of industry experience. His prior roles include positions at Ameriprise Financial Services LLC, Armanino LLP, and Cetera Advisors. Outside of advising, he is president and owner of Grimsdale Financial Solutions, a tax preparation and accounting business serving individuals and small business owners. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm uses model-based strategies combining proprietary and third-party sub-advisers, offering access to a range of investment options including equities, fixed income, alternative assets, and digital-asset related exposures.

Ben Lawler is a Series 66-credentialed advisor with 20 years of industry experience. He has been with Perennial Financial Services since 2017 and also maintains a practice with Pro Active Advisors, a CPA firm providing tax preparation and accounting services. Additionally, Lawler is an attorney with his own law firm and operates a handyman services business. Perennial Investment Advisors offers investment management, financial planning, and retirement plan consulting to individuals, trusts, pensions, and corporate accounts. The firm employs tailored portfolio strategies using a variety of investment vehicles and integrates AI tools for portfolio analysis and client services.

Will Theodore is a financial advisor with Empirical Wealth Management in Los Angeles, holding a Series 65 credential. He joined the firm in 2025 and has prior work experience at TigerConnect and Southern Glazer's Wine & Spirit. Empirical Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, and institutional investors. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers a range of financial planning, tax preparation, retirement consulting, and affiliated real estate and insurance services.

Michael Taila is a financial advisor at Jefferies Investment Advisers LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Rochdale Investment Management, Rim Securities LLC, and City National Bank. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and businesses. The firm employs a customized, collaborative planning process and uses third-party software and simulations to support its financial planning, while keeping its fiduciary planning separate from implementation and execution services.

Briana Bowker is a financial advisor at Signature Investment Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Royal Alliance Associates, Inc. and Pettinelli Financial Partners. Outside of her advisory role, she is an Associate Relationship Manager at SIA LLC, focusing on RIA sales and service. Signature Investment Advisors provides discretionary and non-discretionary investment management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other entities. The firm employs a research-driven investment approach combining strategic macro and tactical micro allocation, serving over 7,000 client relationships through a team of eight advisors.

Artin Bandari is an Investment Advisor Representative at NWF Advisory Services Inc with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance since 2012. In addition to his advisory role, Bandari is licensed as an insurance agent, providing fixed and fixed-index annuities and life insurance products to clients. NWF Advisory Services, Inc. offers portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture wealth management platform that includes advisor-managed portfolios and third-party model portfolios.

Alexander Yaftali is a CFA® charterholder with four years of industry experience, currently advising at Monograph Wealth Advisors, LLC in Manhattan Beach, CA. He has been with Monograph Wealth Advisors since 2015, holding various roles within the firm. Outside of his advisory work, he is a member of Libretto LLC, a financial planning software company. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, offering investment advisory services alongside wealth planning, pension consulting, and philanthropic services. The firm emphasizes bespoke investment policy statements, asset allocation, third-party sub-advisors, and access to alternative investments as part of its integrated wealth-management approach.

Christopher Werner is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with 19 years of industry experience. He has been with Westmount Asset Management since 2006. Westmount Partners provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion across about 1,400 clients, focusing on no-load mutual funds, pooled vehicles, and alternative private investments for qualified investors, while also serving as an adviser and sub-adviser to multiple pooled private funds.

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.