Ryan Gomez is a CFP® and holds a Series 66 license, currently advising at Gerber Kawasaki Wealth & Investment Management with five years of industry experience. His prior roles include positions at OSAIC and UBS Wealth Management, among others. Outside of finance, he has experience working in the food service industry. Gerber Kawasaki Wealth & Investment Management 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 employs tailored portfolio strategies with ongoing monitoring and supports a large client load through standardized programs and digital tools.

Andrew Johnson is a financial advisor at Momentum Independent Network Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SWS Financial Services since 2004. Momentum Independent Network serves a broad range of clients including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing third-party managers and Envestnet for model delivery and account management.

Kyle Steckler is an Associate Advisor at SEIA with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Royal Alliance Associates and Centura Wealth Advisory. Steckler has also spent time in a non-advisory role at SES LLC. 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 employs a combination of strategic macro asset allocation and tactical adjustments supported by quantitative and qualitative research, offering both discretionary and predominantly non-discretionary investment management alongside comprehensive financial planning and consulting services.

Barrett Porter is a Certified Financial Planner™ (CFP®) with 24 years of industry experience. He has been with Abacus Wealth Partners since 2009. Abacus Wealth Partners serves individuals, families, trusts, charitable organizations, and business entities with financial planning, consulting, and investment management services. The firm employs a passive, asset-class–based investment approach with ESG screening options and manages private fund interests through its role in the Align Impact private fund.

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.

Lynne Witmer is a financial advisor at Meridian Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at Southport Capital (Livingston Group Asset Management Company) for eight years. In addition to her advisory role, she is involved with Meridian Insurance LLC, where she consults on and sells life insurance and annuities. Meridian Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan services, utilizing a range of investment vehicles guided by personalized investment policies and ongoing portfolio reviews.

William Pettus is a CFP® professional with 21 years of industry experience. He is currently with Mutual Advisors, LLC and has held roles at affiliated firms such as Mutual Securities, Inc. and previously at California Retirement Advisors Group and First Allied Advisory Services. Pettus is also an independent insurance agent, offering fixed and variable life insurance, annuities, and long-term care insurance as a sole proprietor. Mutual Advisors provides investment management, financial planning, and ERISA plan advisory services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors, including sovereign wealth funds. The firm employs both active and passive strategies and supports a range of operational platforms to tailor portfolios and service diverse client needs.

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 with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Maia Wealth in 2026, he worked at Intuit and Robinhood Markets, Inc. Boone has held various roles across multiple industries, including education and construction. Maia Wealth offers discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses. The firm employs a blend of fundamental, technical, and cyclical analysis with a long-term investment strategy complemented by tactical adjustments, utilizing mutual funds, ETFs, individual securities, and third-party platforms for portfolio implementation.

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® professional with 21 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at Adviceperiod, LLC, and Wescap Management Group, Inc. He holds the Series 65 registration and is based in Los Angeles, CA. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides access to model portfolios, third-party managers, and a range of retirement plan services, supported by institutional affiliations that enhance its investment capabilities and resources.

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 the Series 66 designation and has worked at SES Inc., Royal Alliance Associates, INC., and Jhfn Sii. Perkins also serves as a Client Service Manager at SEIA LLC. 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 combination of strategic macro asset-allocation and tactical adjustments guided by an Investment Solutions Group and Investment Committee, offering both discretionary and predominantly non-discretionary investment management along with modular and comprehensive financial planning.