Kyeong Su Lee is a financial advisor at RBC Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at City National Securities, California Bank & Trust, and LPL Financial. He is also a licensed notary public. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, offering financial planning and portfolio management with investment strategies implemented by an affiliated sub-advisor.

Christopher Kazmer is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Los Angeles, CA. He previously worked at Hcvt from 2013 to 2017 before joining Aspiriant, where he has been since 2017. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside comprehensive wealth planning and family office services. The firm offers customized investment strategies using a range of implementation options and maintains distinctive family office capabilities including accounting and banking support.

Leo Wai is a financial advisor with Merit Financial Advisors in Pasadena, CA, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Commonwealth Financial Network, and JP Morgan Chase. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by centrally managed portfolios and customizable strategies.

Hatem Dhiab is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management. He has previously worked at LPL Financial for seven years and has been with Gerber Kawasaki since 2010. In addition to his advisory role, Dhiab refers clients to Gerber Kawasaki Tax Services and acts as a liaison between clients and CPAs. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm offers wealth management, financial planning, pension consulting, and tax preparation services, employing an active investment management approach with customized models, systematic rebalancing, and tax-loss harvesting.

Gleb Reynlib is a financial advisor with NWF Advisory Services Inc in Menlo Park, CA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been associated with OSAIC since 2012 and is also involved in life insurance sales through his sole proprietorship. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary account programs. The firm operates an open-architecture Wealth Management Platform that combines advisor-managed portfolios with third-party models, emphasizing strategic long-term investing alongside tactical strategies.

William Pettus is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior roles include positions at California Retirement Advisors Group, First Allied Advisory Services, and Waddell & Reed. He is also an independent insurance agent focusing on life insurance and annuities. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm offers a range of advisory services and manages portfolios using both active and passive strategies, emphasizing diversification and alignment with clients’ objectives.

David Lin is a CFA® charterholder with nine years of industry experience. He has been with Clifford Swan Investment Counselors since 2018 and previously served as CEO and portfolio manager at Clear Shore Group from 2016 to 2018. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, corporate pension and profit-sharing plans, and business owners. The firm manages approximately $4.48 billion in client assets and employs a fundamental research-driven approach to build long-term, diversified portfolios across equities, fixed income, and selected private investments.

Alysa Enriquez is a financial advisor with Prosperity - An EisnerAmper Company in Pasadena, CA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at KROST Wealth Management and Ameriprise Financial Services, LLC. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, retirement-plan advisory, and consulting services. The firm manages approximately $5 billion in assets with a focus on asset allocation and diversification, utilizing both discretionary and non-discretionary management strategies and third-party portfolio managers.

Daniel Genter Jr. is a financial advisor at Genter Capital Management in Los Angeles, CA, holding Series 63 and Series 65 credentials with 41 years of industry experience. He has been with Genter Capital Management since 1998 and also owns and operates Genter Airways and Falcon Air, providing aircraft services related to client business. Outside of his advisory role, he serves on the boards of several organizations, including Fix California, the USC Marshall School of Business Board of Leaders, and the California Highway Patrol 11-99 Foundation. Genter Capital Management provides discretionary investment supervisory services to a range of individual and institutional clients, managing equity and fixed-income portfolios. The firm employs a multi-team advisory approach combining fundamental and quantitative analysis and serves as adviser to the Genter Capital Dividend Income Fund and sub-advisor to several ETFs.

Samuel Boone is a financial advisor at Maia Wealth in Manhattan Beach, CA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Maia Wealth and Simplicity Wealth in 2026, he worked at Intuit and Robinhood. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses. The firm combines fundamental, technical, and cyclical analysis with a long-term investment strategy, utilizing mutual funds, ETFs, individual securities, and independent managers to meet client objectives.

Andrew Stewart is a financial professional with 16 years of industry experience, currently serving at NWF Advisory Services Inc. He holds a Series 66 designation and has worked at NWF Advisory Group Investment since 2016 and OSAIC since 2010. In addition to his advisory role, he operates a sole proprietorship advising clients on insurance products and markets himself under the DBA Artisan Capital Partners. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in assets through a network of over 100 representatives. The firm serves primarily individual and high-net-worth clients using a technology-driven, open-architecture platform that offers portfolio management, financial planning, and retirement consulting across various account types.

Michelle Cooper is a financial advisor at Certuity, LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Camden Capital, UBS Financial Services, and Capstone Investment Advisors. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles. The firm offers investment advisory, family office, financial planning, and investment consulting services, emphasizing asset allocation, diversification, and a long-term buy-and-hold strategy that incorporates both fundamental and quantitative analysis.

Alan Gelb is a CFP® and Series 65-registered financial advisor with 22 years of industry experience. He is currently with Mariner Independent and has held prior roles at AdvicePeriod, LLC, Wescap Management Group, Inc., Foster Investment Consulting LLC, and AMI Asset Management Corp. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of over 100 investment adviser representatives using both model and customized discretionary portfolios.

Claudia Lin is a CFP® and Series 65-registered financial advisor at Sovran Advisors, LLC with eight years of industry experience. Prior to joining Sovran Advisors in 2024, she worked at Trilogy Financial and Trilogy Capital for six years. She serves as a board member of the Irwindale Chamber of Commerce and owns a tax entity, Beaujee Wealth Boutique. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning and portfolio management services. The firm employs written investment policies and integrates active and passive strategies across multiple asset types, managing nearly $1.9 billion in assets through its team of over fifty advisors.

Stephanie Perkins is a financial advisor at SEIA with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including Royal Alliance Associates, Jhfn Sii, and SES Inc. Since 2009, she has also served as a Client Service Manager at SEIA LLC. 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 investment approaches, delivering a range of portfolio management and financial planning services, with a notable emphasis on non-discretionary management.

Daniela Aljawad is a financial advisor with NWF Advisory Services Inc. She holds Series 63 and Series 65 licenses and has 14 years of industry experience, including roles at Royal Alliance Associates, Inc. and Voya Financial Advisors. Additionally, she serves as Director of Client Services at Monolithe Wealth Planning Group. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm serves primarily individual and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, utilizing an open-architecture, technology-driven platform.

Stacy Sternportman is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA. She holds a Series 63 designation and has 40 years of industry experience, including 18 years with Hilltop Securities since 2008. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering a range of advisory and broker-dealer services including managed accounts, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities with an open-architecture platform that incorporates third-party managers alongside firm-sponsored strategies.

Douglas Van Deren is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wedbush Morgan Securities since 2006 and was previously with Citigroup Global Markets from 1997 to 2006. 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 both discretionary and non-discretionary portfolio management and offers custodial, clearing, and prime services.

Evan Rice is a financial advisor with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Gerber Kawasaki, he worked at EP Wealth Advisors and Kidder Matthews, and he graduated from the University of California, Los Angeles. Gerber Kawasaki serves a diverse client base including individual households and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm manages portfolios with tailored strategies and uses techniques such as tax-loss harvesting and active stop-loss management.

David Hendershott is a financial advisor with Brookwood Investment Group in Altadena, CA, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Belpointe Asset Management, Calton & Associates, Oppenheimer, and UBS Financial Services. He also maintains an ongoing advisory role with Belpointe Asset Management. Brookwood Investment Group serves individual investors, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of investment strategies and maintains a network of affiliated businesses and platform relationships to support its clients.