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.

Richard Jones is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has worked at HBW Advisory Services since 2010 and previously was affiliated with CETERA Advisor Networks LLC and HBW Securities LLC. Outside of his advisory role, Jones serves as treasurer for the Gator Wrestling Club and is involved in athletic endorsements. HBW Advisory Services manages approximately $1.75 billion in client assets, serving individuals, families, charitable organizations, businesses, and retirement plans. The firm utilizes a blended investment approach that incorporates tactical asset allocation and multi-manager diversification, with a notable client servicing model that supports a high client load per advisor and includes institutional and intermediary services such as sub-advisory arrangements and retirement-plan subscription offerings.

Craig Kelley is a CFP® professional affiliated with RBC Securities, Inc. in Los Angeles, CA, with 16 years of industry experience. He has been associated with City National Bank since 2000. 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 investment management from an affiliated sub-advisor and operates within a broad financial services group that includes banking, trust, and municipal advisory functions.

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.

Jeffrey Zuanich is a financial advisor at SEIA with 19 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including SES LLC and Royal Alliance Associates, Inc. He maintains a California insurance license in a non-producer capacity to assist with proposal and illustration support. SEIA serves individuals, trusts, estates, retirement plans, and corporate clients through a multi-advisor platform that manages approximately $22.5 billion in assets. The firm employs a client-driven investment process combining strategic and tactical allocation, offering both non-discretionary and discretionary managed account programs along with modular financial planning and retirement consulting services.

Jennifer Kim is a CFP® with 33 years of experience in the financial services industry. She is currently a senior partner at SEIA and has held positions at SES Inc., Royal Alliance Associates, Inc., Seia LLC, and Signator Investors, Inc. Outside of her advisory role, she serves on several boards, including family and children services, a Korean American museum, and local chambers of commerce, and she is the president of a parent association at her children’s school. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, and consulting services. The firm employs a research-driven investment process combining strategic asset allocation with tactical adjustments and manages assets primarily on a non-discretionary basis.

Paul Ryan is a financial advisor at Genter Capital Management with 23 years of industry experience. He holds the Series 66 designation and has been associated with RNC Capital Management LLC since 2001. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, managing over $7 billion in assets and serving more than 3,800 clients.

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.

Maddox De Nunzio is a financial advisor at Perennial Financial Services with a Series 66 designation and experience beginning in 2024. His prior roles include positions at LPL Financial and Asset Preservation Strategies, as well as teaching at Cal Poly San Luis Obispo. He also provides administrative support to Perennial Investment Advisors, LLC, an independent investment advisor firm. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolio allocations and retirement plan solutions.

Vito Roberto is a financial advisor at Mutual of Omaha Investor Services, Inc. with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Mass Mutual and Securities America. In addition to his advisory role, he is an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives using approved products and model portfolios.

John Rasic is a financial advisor with SEIA in Los Angeles, CA, holding a Series 66 designation and nine years of industry experience. He has previously worked at SES LLC, Royal Alliance Associates, Inc., and Signator Investors Inc. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, and consulting services. The firm combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary managed-account programs supported by an in-house research group and an Investment Committee.

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.

Fernando Sanchez is a CFP® professional with three years of industry experience. He has worked at Aspiriant, LLC since 2019 and previously spent four years at Wealth Management Lab. Sanchez is based in Los Angeles, CA. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside wealth planning, family office services, and specialty consulting, utilizing a customized investment approach supported by internal research and diverse implementation options.

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.

Sepehr Hosseini is a financial advisor at Foundations Investment Advisors LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Madison Avenue Securities, LLC and Woodbury Financial Services, Inc. Outside of advisory work, he is president of HOSS Retirement and Insurance Services and Hoss Financial, and he is an inventor with a patented fire protection idea. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 30,000 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

Liselotte Richards is a financial advisor with SEIA in Los Angeles, holding a Series 66 designation and 10 years of industry experience. She has worked at SEIA since 2014, including roles at Ses LLC and Royal Alliance Associates, Inc. Richards also serves as an operations and compliance specialist at SEIA. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of 132 advisors managing approximately $22.5 billion in assets. The firm employs a client-driven investment process supported by research and offers a range of managed account programs and financial planning services.