Timothy Lonergan is a CFP® with seven years of industry experience, currently serving as a financial advisor at Westmount Partners, LLC. His prior experience includes roles at Fidelity Investments, Morgan Stanley Private Bank, Morgan Stanley, and Boston Private Wealth LLC. Westmount Partners, LLC provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, non-profits, estates, and corporations. The firm manages approximately $5.2 billion and emphasizes using no-load mutual funds and pooled vehicles, while also sourcing alternative and private investments for qualified investors.

Katrina Dudley is a financial advisor with Wedbush Securities Inc., holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Wedbush Morgan Securities since 2009. Wedbush Securities serves a diverse client base including individual investors, high-net-worth clients, foundations, and institutions, offering a range of brokerage and SEC-registered investment advisory services. The firm provides managed account solutions alongside commission-based brokerage and operates capital markets, clearing, and prime services across multiple asset classes.

Hagop (Jacob) Tujian is a financial advisor at RFG Advisory, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Independent Financial Group for 19 years and StoneKimbro for 3 years. Outside of his advisory role, he volunteers with the Boy Scouts of America, assisting with Eagle Scout projects and teaching the Personal Management merit badge class. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients with approximately $8 billion in assets under management. The firm provides portfolio management, financial planning, retirement plan consulting, and access to a range of investment strategies, including actively managed and passive models, alternative investments, and tax-aware approaches.

Raymundo Flores is a financial advisor at Clifford Swan Investment Counselors with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at City National Securities, Northwestern Mutual Investment Services, LPL Financial, and Western Asset Management. Outside of finance, he serves as Treasurer and CFO for MVP Tile & Marble Inc., a family-owned tile contracting business in California. Clifford Swan Investment Counselors manages approximately $4.48 billion in assets, serving individuals, charitable institutions, foundations, pension plans, and business owners. The firm employs fundamental research to construct diversified portfolios across equities, fixed income, and private investments, and offers tailored wealth-planning and administrative services.

Cassie Kang is a CFP® with 19 years of experience in the financial industry. She is currently with Brookwood Investment Group and Brookwood Insurance Group, having previously worked at Belpointe Asset Management and Cambridge Investment Research Advisors. Outside of finance, she has experience with Krav Maga United. Brookwood Investment Group is a multi-advisor firm managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and a network of affiliated businesses to support its clients.

Michael Gilman is a financial advisor at Gerber Kawasaki Wealth & Investment Management with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services LLC and New York Life. Outside of his advisory work, he manages an online retail business selling acne treatment products. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and government entities. The firm offers wealth management, financial planning, pension consulting, and portfolio management using a blend of fundamental and technical analysis, active strategies, and dedicated programs for smaller investors.

Lalaine Collantes is a financial advisor at Abacus Wealth Partners with three years of industry experience. She holds a Series 65 designation and has been with Abacus Wealth Partners since 2021. Prior to this, she worked at Westamerica from 1995 to 2021. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including individuals, families, pension plans, trusts, charitable organizations, and business entities. The firm employs a passive, asset-class investment approach with an emphasis on institutional passive funds, ESG screening when requested, and custom portfolio construction based on clients’ risk profiles and goals.

Denis Massey is a financial advisor with Westmount Partners, LLC in Los Angeles, CA, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked at Westmount Asset Management, LLC since 2016. Westmount Partners provides discretionary investment management and financial planning to individuals, institutions, non-profits, and private investment funds. The firm manages client accounts primarily using no-load mutual funds and offers access to alternative investments through multi-manager private funds and pooled vehicles.

Amy Johnson is a financial advisor at Perennial Financial Services in Los Angeles, CA, holding Series 63 and Series 66 licenses with 12 years of industry experience. She previously worked at Edward Jones for five years before joining Perennial Investment Advisors, LLC and LPL Financial in 2019. Outside of her advisory role, she acts in a fiduciary capacity for an estate and is involved with Perennial Legacy Insurance Solutions as a non-variable insurance agent. 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 with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor client portfolios and retirement plan consulting.

Daniel Amaradio is a CFP® with 39 years of industry experience. He is currently with SEIA and has held prior roles at Select Money Management, Inc., Securities Equity Group, and Select Portfolio Management, Inc. Amaradio is a partner at SEIA LLC and SMM Inc., both registered investment advisory firms. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm utilizes a combination of strategic asset allocation and tactical adjustments, primarily managing assets on a non-discretionary basis, and offers a range of investment management and consulting services.

Michael Macauley is a financial advisor at SEIA with 16 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including SES LLC, Royal Alliance Associates, and SII. He is a partner/shareholder in TML Advisors and owns Macauley Holdings LLC, where he manages bookkeeping and tax filing. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset allocation with tactical adjustments via an in-house Investment Solutions Group and Investment Committee, managing assets primarily on a non-discretionary basis.

Jesus Ceja is a financial advisor at Genter Capital Management with a Series 65 designation and one year of industry experience. He has worked at several firms, including Westside Investment Management and Trilogy Financial, before joining Genter Capital Management in 2023. Genter Capital Management provides discretionary investment supervisory services to a range of individual and institutional clients, managing equity and fixed-income portfolios as well as serving as adviser and sub-advisor to investment funds and ETFs. The firm employs a multi-team advisory staff and uses a combination of fundamental and quantitative analysis in its investment approach.

David Klatt is a financial advisor at Genter Capital Management in Los Angeles, CA, holding a Series 65 designation with 21 years of industry experience. He has been with Genter Capital Management since 1999. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, high net worth households, pension and profit-sharing plans, foundations, endowments, trusts, corporations, investment companies, and government entities. The firm manages equity and fixed-income strategies, including municipal bonds, and serves as adviser to the Genter Capital Dividend Income Fund as well as sub-advisor to several ETFs.

David Yee is a financial advisor with Kestra Private Wealth Services, LLC, holding the Series 63 designation and 32 years of industry experience. He has worked at Kestra Investment Services and Kestra Private Wealth Services since 2012. Outside of his advisory role, he serves as an officer and partner in investment-related businesses including Malama Investments, Inc. and Pacific Point Asset Management. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers access to a wide range of investment products and platforms while overseeing advisor recommendations within a defined menu.

Elijah Cooksey is a financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at City National Securities, Wealth Enhancement group entities, RBC Capital Markets, and AXA-Advisors. Outside of finance, he is a self-published fiction author and a general partner developing a mobile puzzle math game called Ribbon. 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 management from its affiliated sub-advisor RBC Rochdale with a broad financial services platform including banking, trust, and municipal advisory services.

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 with 21 years of industry experience, currently with 71 West Capital Partners. His prior experience includes 16 years at Goldman Sachs & Co. and five years at UBS Financial Services Inc. Outside of advising, he owns and manages real estate through several sole proprietorships and LLCs. 71 West Capital Partners provides wrap-fee portfolio management and consulting to individuals, high-net-worth clients, trusts, pension, and corporate clients. The firm manages approximately $5.5 billion, offering customized portfolios with ongoing monitoring and a range of investment strategies.

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.