ZACHARY BAINTERManaging PartnerGerber Kawasaki Wealth andInvestment Management Zach Bainter is a managing partner and founding member of Gerber Kawasaki Wealth...

RICK BARRAGANManaging Director, Head of Los AngelesJ.P. Morgan Private Bank Rick Barragan is head of Greater Los Angeles for J.P....

SUPRIYA BATRAPartnerBel Air Investment Advisors Supriya Batra, partner at Bel Air Investment Advisors since 2015, has demonstrated an unwavering dedication...

DARNEL BENTZSenior Wealth AdvisorKayne Anderson Rudnick Darnel Bentz is a senior wealth advisor at Kayne Anderson Rudnick (KAR) and has...

JIM BERLINERChairmanWestmount Partner Jim Berliner is a co-founder of Westmount Partners, currently serving as its chairman. Under his leadership, Westmount...

KARA BOCCELLAPartnerCertuity Kara Boccella has successfully advised and managed her client’s portfolios and affairs over her 30-year career. She currently...

JOSEPH BUIManaging Director,Endowment and Foundation SpecialistBank of America Private Bank As a managing director and Endowment and Foundation Specialist at...

MIKE CANNONEPartner; Managing DirectorWestmount Partners Since his early days at Westmount, Mike Cannone has established himself as a leader both...

CORY CHAPMANCEO / FounderEFC Wealth Management Firm, LLC Under Cory Chapman’s guidance, EFC transcended its initial status as an IA...

BRIDGET COSTELLOWealth AdvisorKayne Anderson Rudnick Wealth Advisors Boasting a retention rate of 100%, Bridget Costello is a wealth advisor whose...