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 licenses and has worked at Wealth Management since 2018. Prior to that, he held roles at HD Vest Insurance Agency Inc and related entities from 2011 to 2018. Horowitz is also president of Barry I. Horowitz, CPA, A Professional Corp., which provides tax preparation, accounting, payroll, bookkeeping, and software consulting services. Wealth Management advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios focused on cost minimization and uses a long-term, buy-and-hold investment approach.

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 with Mutual of Omaha Investor Services, Inc. He holds Series 63, 65, and 66 licenses and has 21 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Prudential Insurance Company of America. In addition to his advisory work, Roberto is also licensed as an insurance agent, focusing on life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through platform relationships with Envestnet and Pershing, integrating broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

John Rasic is a CFP® with 10 years of industry experience currently serving as an advisor at SEIA. He has worked previously at SES LLC, Royal Alliance Associates, Inc., and Signator Investors Inc. He is also involved with Signature Estate & Investment Advisors LLC in an advisory capacity. SEIA is an SEC-registered multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a structured investment process combining strategic asset allocation with tactical and qualitative methods, offering both discretionary and non-discretionary portfolio management as well as financial planning and retirement consulting services.

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.

Liselotte Richards is a financial advisor at SEIA with 10 years of industry experience. She holds the Series 66 designation and has worked at firms including Royal Alliance Associates, INC. and Sii. Richards also serves as a compliance and operations specialist at SEIA. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving retail and high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm employs a combination of strategic and tactical investment approaches managed by an Investment Solutions Group and Investment Committee, offering a range of discretionary and non-discretionary portfolio management and financial planning services.

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.

Christopher Nowakowski is a financial advisor at Perennial Financial Services with 23 years of industry experience. He holds a Series 66 designation and has been with Perennial Financial Services since 2009, including his role at Perennial Investment Advisors LLC since 2017. Outside of advisory work, he is the founder and producer of Perennial Legacy Insurance Solutions, focusing on non-variable insurance products. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers fiduciary portfolio management tailored to client goals and risk tolerances, utilizing multiple platform relationships and combining ERISA retirement plan consulting with licensed insurance activities.

Steven Katz is a financial advisor with Gibbs Wealth Management, LLC in Agoura Hills, CA, holding a Series 65 designation and six years of industry experience. He has worked with the Evergreen Team Wealth Management and Evergreen Team Insurance Marketing since 2015. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists to implement model portfolios. The firm focuses on assessing clients’ financial situations, goals, and risk tolerance to select and monitor third-party model portfolios rather than managing individual securities.

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.

Samuel Attianese is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Draper Dragon, Shop Meta, the Ultimate Fighting Championship, and Lululemon Athletica, Inc. Westmount Partners provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, and corporations. The firm primarily uses mutual funds and managed strategies tailored to client objectives, and it is notable for its role as a private fund adviser and sub-advisor managing multi-manager private funds.

Kimberly Nelson is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Coastal Bridge Advisors since 2019. She previously worked at Llbh Private Wealth Management for three years. In addition to her advisory role, she contributes articles on money and divorce to Forbes. Coastal Bridge Advisors offers financial planning and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans, employing a goal-based, fundamental analysis approach to construct diversified portfolios across various asset classes.

Michelle Nguyen is a CFP® with 11 years of industry experience, currently serving as a financial advisor at First Foundation Advisors since 2015. She holds the Series 63 designation and is based in Los Angeles, CA. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and is affiliated with its bank holding company FirstSun, integrating banking and financial product referrals with its advisory services.

Efrain Borenstein is a financial advisor at Hilltop Securities Inc. with 37 years of industry experience. He holds a Series 63 designation and has worked at Hilltop Securities since 2008, following four years at M.L. Stern & Co., LLC. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering a range of advisory and broker-dealer services including managed accounts, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities with an open-architecture platform that incorporates third-party and firm-sponsored investment strategies.

Ilya Solovey is a financial advisor at SEIA in Los Angeles, CA, holding Series 63 and Series 66 licenses with 20 years of industry experience. His career includes roles at Charles Schwab, Fidelity, and Royal Alliance Associates. In addition to advising, he works as a client service manager supporting the operational side of the advisory practice at SEIA. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic and tactical asset allocation with quantitative and qualitative security selection, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.