Robert Driscoll is a financial advisor at Composition Wealth, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Infinity Financial Services and Karp Capital Management Corporation for seven years. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, insurance companies, third-party broker-dealers, and retirement plans. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

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 with Apella Wealth based in Santa Monica, CA. He holds a Series 66 designation and has 20 years of industry experience. Klingensmith has been affiliated with PBMares, LLP and its wealth management affiliates since 2016, currently serving as a partner and consulting service line leader outside of investment advisory. Apella Wealth serves a diverse client base ranging from individuals and retirement plans to foundations and institutions. The firm employs a model-driven, quantitative investment approach that integrates multiple third-party technologies to offer customizable portfolio solutions, including separately managed accounts, an automated TAMP, held-away portfolio advice, and tax and retirement plan consulting.

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.

Maili Bergman is a financial advisor with Mutual Advisors, LLC, holding a Series 65 designation and four years of industry experience. She has worked at Mutual Advisors since 2021 and previously at Blueshirt Group. Outside of her advisory role, she operates MB Global Enterprises, LLC and manages a lifestyle blog and career coaching service focused on professional women. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutions, trusts, and retirement plans, employing a mix of passive and active investment strategies tailored to client objectives.

Rajer Choobak is a financial advisor with NWF Advisory Services Inc in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. He has been with NWF Advisory since 2013 and concurrently associated with OSAIC since 2010. Choobak is a member of the USC Marshall Alumni Association and also manages a sole proprietorship involved in health and life insurance sales in California and Oregon. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisory representatives. The firm serves primarily individual and high-net-worth clients and offers a range of portfolio management, financial planning, and retirement plan consulting services using a technology-driven, open-architecture platform.

Michael Burr is a Series 65-licensed financial advisor at Westmount Partners, LLC with five years of industry experience. He has previously worked at Mariner Wealth Advisors LLC, AdvicePeriod LLC, and Resolution Economics LLC. Westmount Partners, LLC provides discretionary portfolio management and financial planning services to individual clients, pension and profit-sharing plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion and employs a portfolio construction approach focused on no-load mutual funds, pooled vehicles, and alternative investments for qualified investors.

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 in Santa Monica, CA, holding a Series 65 designation with six years of industry experience. He has been with Gerber Kawasaki since 2019 and previously attended California Polytechnic State University, San Luis Obispo. In addition to his advisory role, he serves as a liaison between clients and the firm’s tax and accounting department, referring clients and coordinating with CPAs. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households of varying net worth and institutional clients such as pension plans and municipal governments. The firm employs tailored investment strategies with ongoing monitoring, offers access to alternative investments, and provides a wealth-building program for investors with accounts under $250,000.

Michael Evans is a CFP® with 29 years of experience in financial planning and investment management. He has been with SEIA since 2003 and has prior experience at Signator Investors, Inc. and Royal Alliance Associates, Inc. He holds securities licenses including Series 63 and Series 65. SEIA serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments using quantitative and qualitative research, offering both discretionary and predominantly non-discretionary investment management and comprehensive 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 who holds Series 63 and Series 65 licenses and has 19 years of industry experience. Her prior roles include positions at United Capital Financial Advisers, LLC, and Fidelity Brokerage Services LLC. SEIA serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, managing assets primarily on a non-discretionary basis.

Isaak Ottmar is a financial advisor at Westmount Partners, LLC in Los Angeles, holding a Series 65 license. He has been with Westmount Partners since 2022 and has prior work experience in various roles outside the financial industry. Westmount Partners provides discretionary portfolio management and financial planning to individuals, pension plans, non-profits, estates, trusts, and corporations. The firm manages approximately $5.2 billion for about 1,400 clients and employs a portfolio approach that includes no-load mutual funds, interval funds, and alternative investments for qualified investors.

Phillip Argue is a financial advisor at SEIA with 18 years of industry experience and holds the Series 66 designation. His prior roles include positions at Morgan Stanley Smith Barney, Prepared Capital, Steel Peak Wealth Management, and Royal Alliance Associates. He is currently the Director of Investment Strategy at SEIA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers a range of investment management and financial planning services, combining strategic macro asset allocation with tactical adjustments based on both quantitative and qualitative research.

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 industry experience, currently serving as a financial advisor at SEIA. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. He is a founding partner and CFO of Signature Estate Investment Advisors, an LLC. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, relying on both discretionary and predominantly non-discretionary management.

Alexander Chumas is a financial advisor at SEIA with three years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Signature Estate & Investment Advisors, among other firms. Based in Los Angeles, CA, Chumas’s background includes roles in wealth management and client service. SEIA is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a platform of approximately 140 advisors. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, employing a combined strategic and tactical investment process overseen by an internal Investment Solutions Group and Committee.

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.

Olivia Shin is an advisor at 49 Financial with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Outside of financial advising, she is involved in writing children's books through Shindig Publishing LLC and teaches indoor cycling classes. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, and family office services, utilizing a disciplined, long-term asset allocation approach implemented through proprietary and platform model portfolios.

Lara Lamb is a CFP® professional with 19 years of industry experience, currently with Abacus Wealth Partners since 2013. She is based in Santa Monica, CA. Abacus Wealth Partners serves individuals, families, and various entities with financial planning, consulting, and investment management, emphasizing a passive, asset-class investment approach tailored to clients’ risk profiles and goals. The firm also sponsors the Align Impact private fund and integrates ESG screening and independent manager allocation within its investment process.