Catherine Siphron is a financial advisor at Cheviot Value Management, LLC with a Series 65 credential and one year of industry experience. She has been affiliated with Cheviot Value Management since 2024 and has provided academic tutoring since 2004. Cheviot Value Management offers discretionary investment management and advisory services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach with fundamental analysis and diversification, complemented by additional services such as written financial planning and budget coaching.

Kimberlea Archer is a financial advisor at Checchi Capital Advisers, LLC with two years at the firm and over a decade of prior experience at BNY Mellon. She holds Series 65, Series 63, and Series 66 licenses. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and various institutional and pooled clients. The firm employs a quantitatively driven investment process utilizing proprietary models and often implements strategies with ETFs, tax optimization, and transaction-cost reduction algorithms.

Nicholas Frattali is a financial advisor at HS Wealth Partners with one year of industry experience. He holds a Series 65 designation and has worked at TigerOak Management, L.L.C. since 2024. In addition to his advisory role, he manages a tax preparation and planning business, Frattali and Company. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates, providing discretionary investment management and comprehensive financial planning. The firm emphasizes a long-term, fundamental investment approach and acts as a fiduciary while offering portfolio supervision and retirement distribution guidance.

Zachary Johnson is a financial advisor at Vance Wealth with a Series 65 credential and two years of industry experience. His background includes roles at ICE Recovery and Wellness, PredictAP, and work at the University of California, Berkeley. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, charitable organizations, and other financial institutions. The firm offers wealth management, discretionary investment management, financial planning, business consulting, and retirement-plan advisory services, managing roughly $893.6 million in assets for about 380 clients.

Amir Tavakol is a financial advisor at Morton Wealth with six years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at California Capital Management and Northwestern Mutual Wealth Management Company. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management and comprehensive financial planning. The firm follows modern portfolio principles with an emphasis on diversification and risk management, and is notable for its direct involvement with pooled investment vehicles and private fund opportunities.

Kingsley Choi is a financial advisor at SteelPeak Wealth, LLC with 10 years of industry experience. He previously worked at Charles Schwab and Transglobal Advisory, LLC, and was involved in Otaku Coffee Lab, LLC. Additionally, he is licensed as an insurance agent, selling insurance products to clients. 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 access to private placement investments, utilizing proprietary model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Andrew Jacobson is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, holding Series 63 and Series 65 credentials with 28 years of industry experience. He has worked at SteelPeak Wealth Management since 2017, and prior to that spent four years with Wells Fargo Clearing and Wells Fargo Advisors LLC. SteelPeak Wealth serves a diverse client base including individuals, pension plans, trusts, family offices, and registered investment companies. The firm provides financial planning, retirement consulting, discretionary portfolio management, and access to alternative investment strategies, employing proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Vered Justin is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked at Legend Equities Corporation for 23 years before joining Lincoln Investment, where she has been since 2017. Justin is also the president of a consulting business and sells health and life insurance. Capital Analysts serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations, providing discretionary and non-discretionary portfolio management through various programs. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary fund screening, with advisory support tailored to client needs.

Jennifer Caruso is a financial advisor at Morton Wealth with eight years of industry experience. She holds Series 63 and Series 65 designations and has worked at Manchester Financial, Inc. since 2015. Morton Wealth is an SEC-registered, multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting services, employing standardized strategies customized to client objectives with an emphasis on risk management and volatility reduction.

Mahshid Kamali is a financial advisor at SVB Wealth with Series 65 and Series 63 designations and two years of industry experience. She has worked at SVB Wealth since 2015 and is also a Client Service Specialist at First Citizens Bank & Trust, the parent company of SVB Wealth. SVB Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First Citizens Bank & Trust Company, with integrated banking, trust, and brokerage services.

Morris Amiri is a financial advisor at Sowell Management with 17 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Sunset West Advisors and D A Investments. Outside of his advisory role, he owns GLC Management, a real estate company. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model of over 100 advisors. Its investment approach includes strategic and tactical allocation, individual equity selection, and customized portfolio design, utilizing mutual funds, ETFs, individual securities, and model portfolios such as the Sowell Visionary Allocation Strategies.

Jessica Sequeira is a financial advisor with MissionSquare Retirement in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at 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, providing plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm employs model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants with a multi-team advisory structure.

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.

Raymond Martinez Jr. is a financial advisor at RBC Securities, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked previously at City National Bank and CITI Private Bank. Martinez serves as a board member for the San Diego Volunteer Lawyer Program, a nonprofit providing pro-bono legal services to disadvantaged individuals. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates advisory services within a broader financial services group affiliated with a bank, providing portfolio management and financial planning supported by an affiliated sub-advisor.

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.