Michaela Hurtienne is a Certified Financial Planner® with seven years of industry experience. She is currently an Associate Advisor at SEIA and previously worked at Royal Alliance and Techstyle Fashion Group. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform offering investment management, financial planning, and consulting. The firm’s investment process combines strategic asset allocation with tactical adjustments using both quantitative and qualitative research, with a focus on mostly non-discretionary asset management.

Aidan Flynn is a financial advisor at SEIA in Los Angeles, CA, holding a Series 66 designation. He has one year of industry experience and previously worked at SES LLC and Skechers USA. 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 investment management, financial planning, retirement plan consulting, and investment consulting, with an investment process driven by an in-house Investment Solutions Group and Investment Committee.

Michael Van Kleeck is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and 65 licenses and bringing 29 years of industry experience. His prior roles include positions at SES Inc., Royal Alliance Associates, Inc., Signator Investors Inc., and internal assignments within SEIA and its related entities. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm’s investment process combines strategic macro asset allocation with tactical adjustments informed by quantitative and qualitative research, managing assets primarily on a non-discretionary basis.

Theodore Saade is a senior partner at SEIA with 31 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior work history includes roles at SES LLC, Royal Alliance Associates, and Signator Investors. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset allocation and tactical adjustments driven by in-house research, offering both discretionary and predominately non-discretionary management.

Theresa Ngo is a financial advisor with SEIA in Los Angeles, CA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Electrameccanica and BT Western Corporation. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of roughly 140 advisors. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, employing both discretionary and primarily non-discretionary management styles.

Robert Curtiss is a CFP® professional affiliated with SEIA, based in Los Angeles, CA, with 28 years of industry experience. His career includes roles at Merrill, Royal Alliance Associates, and D.A. Davidson & Co., among others. Curtiss is also involved with Signature Estate & Investment Advisors LLC in a financial advisor capacity. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset allocation with tactical adjustments driven by an in-house Investment Solutions Group and Investment Committee, managing most assets on a non-discretionary basis.

Kyle Demshki is a CFP® and Series 66 registered advisor with SEIA in Los Angeles, CA, bringing nine years of industry experience. His prior roles include positions at SES LLC, Royal Alliance Associates, and Joel Isaacson & Co., LLC. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers investment management, financial planning, and consulting services with an investment process that combines strategic asset allocation and tactical adjustments supported by quantitative and qualitative research.

Alex Kim is a financial advisor with SEIA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Payden & Rygel and Royal Alliance. He also serves as Chief Compliance Officer at SEIA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset-allocation with tactical adjustments using both quantitative and qualitative research, offering primarily non-discretionary investment management alongside modular and comprehensive financial planning.

Michael Mahony is a financial advisor at SEIA with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including CEPRES GmbH, Third Bridge Ltd., and Evoke Advisors. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of roughly 140 advisors. The firm’s investment process combines strategic macro asset allocation with tactical adjustments and features a majority of assets managed on a non-discretionary basis, which is uncommon for firms of its size.

Chad Bates is a CFP® with 23 years of experience in the financial services industry. He is currently a financial advisor at SEIA, where he has worked since 2003, and has previously been associated with Royal Alliance Associates and Signator Investors. He holds a California insurance license, which he uses to communicate with clients about insurance products in their investment portfolios. SEIA serves 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 asset allocation with tactical adjustments, using both discretionary and non-discretionary investment management models.

Calvin Tseng is a CFP®-designated financial advisor with eight years of industry experience. He is currently with SEIA in Los Angeles and has previously worked at Royal Alliance Associates, INC., and CETERA Advisor Networks LLC. Tseng is also affiliated with the University of California - Santa Barbara. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform. The firm’s investment approach combines strategic asset allocation with tactical adjustments, primarily managing assets on a non-discretionary basis, and offers a range of advisory services including investment management, financial planning, and retirement plan consulting.

Riley King is a financial advisor at SEIA with one year of industry experience and holds a Series 66 designation. Prior to joining SEIA, he worked briefly at Brighton Jones. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform with around 140 advisors. The firm combines strategic macro asset-allocation with tactical adjustments in its investment approach and offers primarily non-discretionary management alongside modular and comprehensive financial planning and consulting services.

Ella Fukushima is a financial advisor at SEIA with Series 66 credentials and is based in Los Angeles, CA. She began her professional career in 2024 after completing nine years as a student. 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, emphasizing both discretionary and non-discretionary management tailored to client preferences.

Aubrey Fernando is a financial advisor at SEIA with a Series 66 designation. He has professional experience in financial services beginning in 2024, including roles at 12th Tribe and LoanDepot. Prior to entering the advisory field, Aubrey held positions related to information security and technology. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform with approximately 140 advisors. The firm combines strategic macro asset allocation and tactical adjustments driven by an in-house Investment Solutions Group and Investment Committee, offering both discretionary and predominantly non-discretionary investment management alongside financial planning and consulting services.

Yevgeniy Lev is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Royal Alliance Associates, LPL Financial, and Global Retirement Partners. Outside of advisory work, he is a member of TML Advisors, where he reviews books and minutes for the 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’s investment approach combines strategic macro asset allocation with tactical adjustments, relying on both discretionary and predominantly non-discretionary management styles.

John Van Dalsem is a financial advisor at SEIA with three years of industry experience and holds a Series 66 designation. His work history includes roles at SES LLC, Royal Alliance Associates, and Signature Estate and Investment Advisors. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of around 140 advisors. The firm offers investment management, financial planning, and consulting services, utilizing a combination of strategic asset allocation and tactical adjustments guided by in-house research and an investment committee.

Carlos Sanabria is a Series 66-licensed advisor with SEIA in Los Angeles, CA, and has two years of industry experience. His previous roles include positions at SES LLC, Payden & Rygel, and PNC Bank Wealth Management. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable entities through a multi-team advisory platform. The firm employs a combination of strategic and tactical investment approaches, with a majority of assets managed on a non-discretionary basis, and offers a range of services including investment management, financial planning, retirement plan consulting, and investment consulting.

Chad Miller is a financial advisor at SEIA with 12 years of industry experience. He holds a Series 66 designation and has worked at SES LLC, Royal Alliance Associates, Inc., Signator Investors Inc., and SEIA since 2015. 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 process combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary management approaches.

Mark Goldsmith is a financial advisor at SEIA with 39 years of industry experience. He holds a Series 63 designation and has worked at Select Money Management, Securities Equity Group, and Select Portfolio Management during his career. Outside of his advisory role, he is involved in the sale of fixed life and annuity contracts. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm offers a range of investment management and financial planning services, combining strategic asset allocation with tactical adjustments and a primarily non-discretionary approach to portfolio management.

Christopher Gasparro is a financial advisor with SEIA in Los Angeles, CA, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining SEIA, he held various positions including roles at AT&T and Oakhurst Country Club. He is also involved in business development activities within SEIA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform, offering investment management, financial planning, retirement plan consulting, and investment consulting. The firm’s investment process combines strategic asset allocation with tactical adjustments and emphasizes client involvement by managing a large portion of assets on a non-discretionary basis.