Silvia Chi is a financial advisor at Confidence Wealth Management, Inc. in Los Angeles, CA, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Confidence Wealth Management and its predecessor firms since 2015. Outside of her advisory role, she provides personal caregiving services for a family member. Confidence Wealth Management, Inc. serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities through a team of nine advisors. The firm offers portfolio management and fiduciary consulting services, employing proprietary model portfolios and a mix of passive ETFs and actively managed mutual funds with an emphasis on risk management and diversification.

Sierra Cappella is a Series 65-licensed advisor with Vance Wealth in Santa Clarita, CA, joining the firm in 2025. She has diverse work experience including roles at True Barre and In-N-Out Burger. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, and other entities, offering wealth management, discretionary investment management, financial planning, and business consulting. The firm employs a long-term, fundamentally driven investment approach that emphasizes customized portfolios using ETFs, mutual funds, and other securities.

Lionel Tapiero is a financial advisor with Highline Wealth Partners, holding a Series 65 designation and 12 years of industry experience. Prior to joining Highline Wealth Partners in 2020, he worked at Stackin Financial, LLC and Logica Capital Advisers, LLC. Outside of advising, he serves as Sales Vice President at Transunion LLC, where he leads a sales team and oversees product strategy and analytics. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm centralizes portfolio decisions through an Investment Committee and provides participant education and enterprise support services, combining these with private real estate offerings and family office capabilities.

Carlos Perez is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA, with six years of industry experience. He holds a Series 65 designation and has been working with Perez Company since 1997. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other business entities. The firm provides discretionary portfolio management, participant account management, and standalone financial planning, using a combination of fundamental, technical, and cyclical analysis tailored to each client.

Reed Bender is a Series 65-licensed advisor with Robert L. Bender, Inc. dba Robert Bender & Associates in Pasadena, CA. He has been with the firm since 1997. Robert Bender & Associates provides asset and portfolio management services to individual investors, high-net-worth individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs a combination of fundamental and technical analysis and manages over $510 million in discretionary assets with a focus on suitability, rebalancing, and tax-loss harvesting.

Donald Servan is a CFA® charterholder and holds a Series 63 license. He has over 13 years of experience in the financial industry, including 12 years at Fiduciary Trust International of California and currently serving at Skylar Wealth Management, LLC. Skylar Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and family office services to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm combines in-house portfolio management with third-party manager oversight and offers both wrap-fee programs and dedicated family-office operational services.

Caiying Wu is a financial advisor at RVW Wealth LLC in Los Angeles, CA, holding a Series 65 designation with 14 years of industry experience. She has been with RVW Wealth since 2014 and is also employed full time as an accountant at Allan Rosenthal Associates AC. RVW Wealth provides discretionary investment management and financial planning services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a fundamental research approach, focusing on portfolios composed mainly of ETFs, mutual funds, and fixed-income securities, while offering ongoing portfolio supervision and additional educational resources.

Jonathan Rugg, CFA, is a financial advisor with Highline Wealth Partners and has 15 years of industry experience. He has been with Highline and its predecessor entities since 2016. In addition to his advisory role, Mr. Rugg is the co-founder and CEO of Altirr Inc., a financial industry services technology company providing alternative investment analysis and reporting tools. He also serves as Founder, President, and CCO of Highline Asset Management and is involved in various affiliated investment and management entities. Highline Wealth Partners is a registered investment adviser serving individuals, trusts, foundations, retirement plans, and business entities. The firm provides investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, utilizing a centralized Investment Committee to oversee portfolio decisions and deliver regular client reporting.

Catherine Siphron is a financial advisor at Cheviot Value Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked with Cheviot Value Management since 2024. Outside of her advisory role, she has provided academic tutoring for nearly two decades. Cheviot Value Management is a privately owned registered investment adviser that offers discretionary portfolio management and related services to individuals, trusts, estates, retirement participants, charitable organizations, and certain institutions. The firm employs a value-oriented investment approach grounded in fundamental analysis and uses a mix of strategies including tactical asset allocation and absolute-return techniques to manage risk and optimize portfolios.

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.

Kingsley Choi is a financial advisor at SteelPeak Wealth, LLC with 10 years of industry experience. He holds Series 66, Series 63, and Series 65 registrations. His prior experience includes roles at Charles Schwab and Morgan Stanley, and he was previously involved with Otaku Coffee Lab, LLC. SteelPeak Wealth serves a diverse client base including individuals, pension plans, trusts, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, using proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Andrew Jacobson is a financial advisor with SteelPeak Wealth, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. He has been with SteelPeak Wealth Management since 2017. SteelPeak Wealth, LLC 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 plan consulting, discretionary portfolio management, and alternative investment solutions, using proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Braden Griffiths is a Series 65 licensed advisor at AWM Capital, LLC with one year of industry experience. Prior to joining AWM Capital, he was involved with Paradigm TX-OK, LLC and has experience at Baker University. Outside of his advisory role, he is associated with Run DFW, LLC, a professional basketball team. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families. The firm manages approximately $1.15 billion across 418 clients, offering financial planning, retirement advice, business consulting, and asset management through an open-architecture platform with a focus on liability-driven investing and asset allocation.

Vered Justin is a financial advisor with Capital Analysts in Encino, CA, holding Series 63 and Series 65 licenses and 32 years of industry experience. She previously worked at Lincoln Investment from 2017 to the present and Legend Equities Corporation from 1994 to 2017. In addition to her advisory role, Justin is president of a consulting business. Capital Analysts serves a mix of retail and institutional clients, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm offers both discretionary and non-discretionary investment management, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships to support its services.

Denney Domantay is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His career includes roles at Bank of America, Merrill, Sotheby's International Realty, Ameriprise, and LPL Financial. Outside of his advisory work, he is involved as a practice consultant and treasurer for a family medical practice. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Lawrence Brown is a financial advisor at Wedbush Securities Inc. with 44 years of industry experience. He holds a Series 63 designation and has worked at Wedbush Morgan Securities since 2002, following four years at Morgan Stanley DW Inc. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm offers a range of services such as wealth management, fixed income, commodities, and securities lending, with portfolio strategies tailored to client objectives.

Michael Krmpotich is a financial advisor at Wedbush Securities Inc. with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Stifel Nicolaus, RBC Capital Markets, and Wells Fargo Investments. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and institutional research, with portfolio management tailored to client objectives and risk tolerances.

Mahshid Kamali is a financial advisor at SVB Wealth with Series 65 and Series 63 licenses and three years of industry experience. She has worked at First Citizens Bank & Trust since 2023 as a Client Service Specialist and has been associated with SVB Wealth since 2015. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients with wealth management, financial planning, and retirement plan advisory services. The firm employs a documented due diligence process to select and monitor third-party managers and operates as a wholly owned, non-bank subsidiary of First Citizens Bank & Trust Company.

Andrew Eismont is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and 32 years of industry experience. He has been with Wedbush Morgan Securities Inc. since 2007 and has worked at Brookstreet Securities since 1999. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients across a range of asset classes and strategies, including wealth management, fixed income, commodities, and capital markets. The firm offers discretionary and non-discretionary portfolio management and support services such as custodial, clearing, and prime services.