Kathleen Gilmore is a CFP® and holds a Series 65 license with 23 years of industry experience. She has worked at Clifford Swan Investment Counselors since 2007, serving in her current role since 2020. 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 assets using proprietary fundamental research and a long-term, diversified investment approach across equities, fixed income, and select private investments.

Susan Olson is a CFP® and holds a Series 65 license, with 12 years of industry experience. She has been with Abacus Wealth Partners in Santa Monica, CA since 2014. Outside of her advisory role, she is a partner in two LLCs involved in owning commercial and residential properties and serves as a successor donor-advised fund advisor at Impact Assets. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, and various entities. The firm employs a predominantly passive, asset-class investment approach with ESG screening options and manages private fund interests alongside traditional portfolios.

Joel Lenzini is a financial advisor with Retirement Planners of America in El Segundo, CA. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 10 years with MMWKM Advisors, LLC. In addition to his advisory role, he is an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning services primarily to individuals, high-net-worth clients, and retirement plan participants. The firm employs an “Invest and Protect” approach focused on capital preservation, tactical rebalancing, and uses model portfolios composed mainly of ETFs and mutual funds.

Shannon Chavez is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. Prior to joining RBC, he worked at City National Securities, Inc. outside of his advisory role, he is involved in e-commerce through Bird Brain Products LLC and co-owns a short-term vacation rental home in La Quinta, CA. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group, including affiliated banking and trust services.

Micheal Ono is a financial advisor with NWF Advisory Services Inc in La Mirada, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at LPL Financial, LLC from 2006 to 2023 and currently serves on the board of South Hills Country Club, a tax-exempt nonprofit social and recreational organization. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of services including retirement plan consulting and trust and estate services. The firm employs an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios with asset allocation tools, emphasizing strategic long-term investing alongside tactical strategies.

Joshua Modabber is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Signpost, Westside Wellness & Rehabilitation, Silva Artist Management, and the University of Colorado - Boulder. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions. The firm offers brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets, and operates multiple managed account and wrap fee programs alongside commission-based brokerage arrangements.

Mike Shayestehfar is a financial advisor at Citizens Private Wealth with 19 years of industry experience. He holds the Series 66 designation and has previously worked at RBC Capital Markets, J.P. Morgan Securities, and First Republic Securities Company. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, business entities, trusts, and charitable organizations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, supported by an affiliation with Citizens Bank that offers access to bank deposit sweep programs and securities-based lending.

Steven Mc Neil is a Series 65 credentialed advisor at Genter Capital Management with four years of industry experience. His prior experience includes roles at Corbin Advisors, Stone Pine Management, and the Abu Dhabi Investment Authority. Genter Capital Management provides discretionary investment supervisory services to individual and institutional clients, managing equity and fixed-income portfolios. The firm combines fundamental and quantitative analysis, serving a diverse client base including pension plans, foundations, and government entities.

Larry Isaacs is a financial advisor at Mariner Independent with 27 years of industry experience. He holds a Series 63 designation and has worked at Mariner Platform Solutions since 2022, following prior roles at AdvicePeriod, LLC and Dakota Financial Management. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized retirement plan services, supported by institutional resources and affiliated investment relationships.

Leon Kim is a financial advisor with Diversify Advisory Services, LLC in Los Angeles, CA. He holds a Series 65 credential and has nine years of industry experience, including roles at KLK Capital Management and Stonemark Wealth Management. Since 2022, he has been self-employed. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

Lloyd Wong is a CFA® charterholder with 17 years of industry experience. He has been with Clifford Swan Investment Counselors since 2007. The firm provides investment supervisory and wealth-planning services to a range of clients including high-net-worth individuals, charitable institutions, and business owners. Clifford Swan employs proprietary fundamental research to manage diversified portfolios across equities, fixed income, and selected private investments.

Frederick Miller is a CFP® and ChFC® with 41 years of experience in financial advising. He is currently with SEIA and has held roles at SES Inc., Royal Alliance Associates, Signature Estate & Investment Advisors, and Signator Investors. Miller serves as a board member of the Rose Bowl Legacy Foundation, assisting with fundraising activities. 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 combines strategic macro asset-allocation with tactical adjustments through an in-house Investment Solutions Group and Investment Committee, managing assets primarily on a non-discretionary basis.

Brian Elliott is a financial advisor at Genter Capital Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Genter Capital Management since 2012. Elliott also serves as Senior Vice President and Director of the Institutional Division, focusing on direct sales and marketing activities for that segment. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, 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 and sub-advisor to several ETFs, combining fundamental and quantitative analysis within a disciplined investment process.

Eric Pritz is a CFP® with 21 years of experience in the financial services industry. He is currently a senior partner at SEIA and has previously worked at SES LLC, Royal Alliance Associates, and Signator Investors. He holds a California insurance license and is a licensed producer. SEIA is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm combines strategic macro asset-allocation with tactical adjustments and offers primarily non-discretionary investment management alongside financial planning and consulting services.

Jordan Williams is a financial advisor at Golden State Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has worked at LPL Financial LLC and Merrill. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management using various analytical approaches and third-party managers.

Mei Wah Wong is a financial advisor at Genter Capital Management with two years of industry experience. She holds a Series 65 designation and has been with Genter Capital Management since 2010. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, managing a registered fund and multiple ETFs, with a notable focus on municipal bonds.

Job Eagleson is a Series 66-licensed financial advisor with 27 years of industry experience. He has worked at Golden State Wealth Management since 2024, following ten years at LPL Financial and eighteen years at American Express Financial Advisors. Outside of his advisory work, he has an ownership interest in The Artful Editor, a family business located in Santa Monica, CA. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management and uses a variety of analytic approaches and third-party managers to construct tailored portfolios.

Patrick Currall is a financial advisor with SEIA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior experience includes roles at CITIGROUP and Royal Alliance Associates. Outside of his advisory work, he is a partner in Alaska Go Fish, LLC, a charter fishing business, and serves as CFO for the Alaska Adventure Project for Wounded Veterans, a nonprofit organizing outdoor activities for veterans with PTSD. 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’s investment approach combines strategic macro asset-allocation with tactical adjustments informed by quantitative and qualitative research, with a majority of assets managed on a non-discretionary basis.

James Carey is a financial advisor at Wedbush Securities Inc. with 36 years of industry experience. He has been with Wedbush Morgan Securities since 2009 and holds a Series 63 designation. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers both brokerage and SEC-registered investment advisory services across multiple asset classes and operates a range of managed account and commission-based programs.

Alan Simeon is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Eaton Vance for 18 years before joining Perennial Financial Services and LPL Financial in 2024. Simeon also provides investment advisory services through Perennial Investment Advisors, LLC, an independent registered investment advisor he started in 2024. Perennial Financial Services offers investment advisory and consulting to individuals, trusts, retirement plans, and business entities, delivering fiduciary portfolio management tailored to client goals across a range of securities. The firm utilizes multiple platform relationships and integrates retirement plan consulting with insurance and dually-registered representative services.