Jessica Sequeira is a financial advisor at MissionSquare Retirement with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with ICMA Retirement Corporation since 2008. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

Frederick Arnold is a financial advisor at Prosperitas Financial, LLC with one year of experience in the industry. He has worked at American Family Funding since 2009, where he is involved in mortgage banking and serves as a branch manager. Outside of financial advising, he owns a real estate property management business. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients through a 39-advisor team. The firm provides asset management, financial planning, retirement plan consulting, and other services to individuals, trusts, pension plans, and businesses, utilizing a range of securities and third-party money managers.

Joseph Seetoo is a CFP®, CFA®, and Series 63-registered financial advisor with Morton Wealth in Calabasas, CA. He has 18 years of industry experience and has worked at Morton Capital Management since 2013. Morton Wealth is a multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm employs standardized investment strategies developed by an internal committee, customizing portfolios to client objectives with an emphasis on risk management and volatility reduction.

Ara Kachadourian is a financial advisor at AlphaStar Capital Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including US Capital Global Wealth Management and Platinum Wealth Strategies. Outside of his advisory role, Kachadourian is involved in advising a technology software company on U.S. market expansion and manages family-owned real estate consulting and investment businesses. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm uses model portfolios and advisor-directed strategies incorporating a range of investment vehicles, and it supports client plans with ERISA-related services and third-party portfolio construction technology.

Lawrence Schechter is a financial advisor at Modern Wealth Management, LLC with 22 years of industry experience. He holds Series 66 and Series 65 credentials and has previously worked at M. S. Howells & Co., Planned Asset Management, and Independent Financial Group. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related tax, estate, and insurance services.

Alfonso Valdez is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Trilogy Capital, Inc., LPL Financial, and National Planning Corporation. He is also licensed to sell fixed insurance products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm employs a range of portfolio management strategies and utilizes multiple platform relationships to tailor investment solutions to client objectives.

Enrique Vargas is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at FreeWill, Gartner, Deloitte, Fujitsu, and multiple tenures at AIG Capital Services and American General Life Insurance. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, private funds, and registered investment companies. The firm provides financial planning, retirement consulting, discretionary portfolio management, and access to alternative investments, using proprietary model portfolios and conducting due diligence on private placements for accredited clients.

Stephen Gilchrist is a financial advisor with Independent Wealth Network, Inc. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining Independent Wealth Network in 2022, he worked at GNH Asset Management, Inc. for seven years. Gilchrist operates his own advisory business, Gilchrist Wealth Management, through which he offers securities services. Independent Wealth Network provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of investment strategies tailored to client goals and risk tolerances, including discretionary portfolio management, financial planning, and access to third-party managers.

Richard Hansen is a CFP® and CFA® with 12 years of industry experience. He is currently affiliated with Mariner Independent and serves as Managing Director at RGH Wealth Advisors, LLC. Hansen is a member of the Board of Directors for the Spastic Children's Endowment Foundation, overseeing its investment endowment. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and discretionary management, supported by institutional affiliations and specialized resources for retirement plan sponsors and participants.

Jorge Ambriz is a financial advisor at Americana Partners, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Americana Partners in 2026, he worked at L&S Advisors, Inc. for nine years and had earlier roles at Charles Schwab and a brief unemployed period. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals, including high-net-worth and ultra-high-net-worth international clients, as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing client consultations and discretionary management, utilizing a broad range of investment vehicles and third-party managers.

Mordechai Taylor is a financial advisor at Avantax Planning Partners, Inc. He holds a Series 65 designation and has three years of industry experience. Prior to joining Avantax Planning Partners in 2022, he has been associated with Premier Accounting & Tax Services, Inc. since 2009. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and tax-intelligent overlays, and operates within a larger corporate group that includes broker-dealer, investment adviser, insurance, and pension consulting affiliates.

Ryan Applegate is a financial advisor with Carnegie Investment Counsel in Los Angeles, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Carnegie, he worked in the medical services field, including roles at Colchis Medical Services PC and David Lortscher MD PC. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm’s investment approach incorporates fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

Barry Horowitz is a financial advisor at Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes roles at HD Vest Insurance Agency Inc and HD Vest Advisory Services. In addition to his advisory work, he is president of Barry I. Horowitz, CPA, a professional corporation specializing in accounting, tax preparation, payroll, and consulting services. Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, corporations, and government entities. The firm’s investment approach emphasizes passive, no-load mutual funds and ETFs, applying Modern Portfolio Theory with a long-term, buy-and-hold strategy supported by periodic rebalancing.

Richard Brown is a financial advisor with Arete Wealth Advisors, LLC, holding a Series 63 designation and bringing 31 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 21 years before joining Arete Wealth Advisors and Arete Wealth Management in 2019. Outside of his advisory role, he teaches continuing education classes on fixed insurance for CPAs and attorneys. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and retirement plan services, utilizing both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels as part of its service approach.

Dalia Dardoon is a financial advisor at SteelPeak Wealth, LLC with a Series 65 credential and one year of industry experience. She previously worked at Morton Wealth and Strategic Valuation Group, among other roles. 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, discretionary portfolio management, alternative strategies, and private placement consulting, using proprietary model portfolios and conducting due diligence on private funds for eligible clients.

Ryan Saidi is a financial advisor at SteelPeak Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with SteelPeak Wealth Management since 2016. SteelPeak Wealth, LLC serves a diverse client base including individual investors, 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 strategies through proprietary and custom model portfolios, as well as private placement investment consulting.

Brandon Mc Auslen is a financial advisor at SteelPeak Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining SteelPeak Wealth, he worked at Coldstream Wealth Management and Freestone Capital. His background also includes roles outside the financial industry, such as positions in the food service sector and at Seattle University. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, and family offices. The firm provides financial planning, portfolio management, alternative investment consulting, and uses proprietary model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

David Levine is a financial advisor at Capital Analysts with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Investment and GLP Investment Services. Outside his advisory role, he supports his son in launching and managing a small apparel eCommerce business. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs, leveraging an in-house investment management team and proprietary fund screening processes.

Linda Yang is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Citizens Private Wealth. Her prior experience includes roles at JPMorgan Wealth Management and First Republic Investment Management. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer alongside tax, estate, and business consulting services.

Rogelio Lopez is a Series 65-credentialed advisor at SteelPeak Wealth, LLC with seven years of industry experience. His prior work includes roles at Bank of America and Uber. Outside of his advisory work, he has served as a part-time driver for Lyft, Inc. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, and family offices. The firm offers financial planning, discretionary portfolio management, and alternative investment consulting, implementing strategies through proprietary and custom model portfolios overseen by an internal Institute of Portfolio Management & Economic Strategy.