Enrico Cacciapuoti is a financial advisor at BFC Planning, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Berthel, Fisher & Company Financial Services, Inc., Kingswood Wealth Advisors, and First Heartland Capital Inc. He is also engaged in insurance sales as a side business. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base that includes individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and manages approximately $3.8 billion in assets, offering fee flexibility and multiple program structures through a large network of independent advisers.

William Mcintosh is a financial advisor at Wedbush Securities Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms including TD Ameritrade and Morgan Stanley. He also spent time at the Securities and Exchange Commission. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, securities lending, capital markets, and advanced clearing and prime services.

Case Wagstaff is a financial advisor at Wedbush Securities Inc. with a Series 66 credential and one year of industry experience. His prior work includes positions at Charles Schwab Bank, Charles Schwab, and various roles in real estate and education. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, securities lending, and capital markets solutions tailored to client objectives and risk tolerances.

Reza Zamani is a financial advisor at SteelPeak Wealth, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with SteelPeak since 2012. Prior to joining SteelPeak, he worked at Purshe Kaplan Sterling Investments from 2012 to 2018. Outside of his advisory role, he is a managing member of ZAMANI CAPITAL, LLC and ZAMANI ENTERPRISES, LLC, which are involved in real estate activities, and he is also a fixed insurance agent with Steel Peak Estate & Insurance. SteelPeak Wealth serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charities, family offices, private funds, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, alternative strategies, and private placement consulting, often implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Maziar Esmailbeigi is a financial advisor at SteelPeak Wealth, LLC with 24 years of industry experience and holds a Series 66 designation. He previously worked at Purshe Kaplan Sterling Investments from 2012 to 2018 and has been with SteelPeak Wealth Management since 2012. In addition to his advisory role, he is involved as a fixed insurance agent at Steel Peak Estate & Insurance. 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 consulting, discretionary portfolio management, alternative investment strategies, and access to margin solutions, utilizing proprietary and custom model portfolios monitored by its Institute of Portfolio Management & Economic Strategy.

Jacqueline Yapp is a CFP® professional with 13 years of experience in financial advising. She is currently with Siebert AdvisorNXT, LLC. and previously worked at WealthSource Partners, LLC and Avant Garde Advisors LLC. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities by providing investment supervisory services and managed programs through a web-based platform and access to third-party and independent managers. The firm applies Modern Portfolio Theory with risk-tolerance assessments to create ETF/ETN-based portfolios and offers both discretionary and non-discretionary management options.

Daniel Lemus is a financial advisor at AWM Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining AWM Capital, he worked at New York Life and was a student at Baylor University. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds by providing fee-based investment management and comprehensive financial planning, including tax, estate, and insurance analysis. The firm uses an open-architecture platform and liability-driven investing framework to create customized portfolios incorporating mutual funds, ETFs, individual securities, and private placements.

Michael Cuddihy is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior work includes 12 years at Citigroup Global Markets and four years at Citicorp Investment Services. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm’s dual registration enables it to deliver both advisory and brokerage services, including discretionary portfolio management and institutional research.

Abdullah Safdari is a financial advisor at Simplicity Wealth with seven years of industry experience. He previously worked at LifePro Asset Management, LLC for six years and is the founder and president of N.A.C.P.E. Inc., an insurance and annuity sales company, as well as College Planning Experts, which provides college planning, financial aid consulting, and college funding services. Additionally, he is co-partner and president of La Michoacana Authentic Ice Cream Parlor, an ice cream shop in Canoga Park, CA. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, while offering model portfolios and discretionary management, alongside technology and operational support for other advisers through a managed account platform.

Jean Kent is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and over 32 years of industry experience. She has worked at Wedbush Securities since 2005 and previously at Citigroup Global Markets from 2003 to 2005. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and capital markets services. The firm supports discretionary and non-discretionary portfolio management and offers custodial, clearing, and prime services.

Sean Cauvel is a CFP® with 17 years of industry experience. He is currently with Westmount Partners, LLC and previously worked at Westmount Asset Management for four years. Westmount Partners, LLC provides investment advisory and portfolio management services to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm manages portfolios using mutual funds and managed strategies tailored to client objectives and is notable for its role as a private fund adviser and sub-advisor managing multi-manager private funds.

Lucky Radley is a Series 66-licensed financial advisor at Siebert AdvisorNXT, LLC with nine years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and spent one year with StockCross Financial Services prior to that. Radley is a dual employee of Muriel Siebert & Co., Inc. and Siebert AdvisorNXT, LLC, both under the Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm uses a web-based platform that applies Modern Portfolio Theory and risk-tolerance questionnaires to build ETF/ETN-based portfolios, and it offers both discretionary and non-discretionary management options.

Hugo Silva is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 66 and Series 63 licenses and having 12 years of industry experience. His prior work includes roles at Ally Invest Securities, Cetera Adviser Networks, TD Ameritrade, and JP Morgan Chase Bank. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients across diverse sectors including wealth management, fixed income, and commodities, offering both discretionary and non-discretionary portfolio management.

Adam Worth is a financial advisor at The Partners Wealth Management with a Series 66 designation and three years of industry experience. Prior to joining the firm, he worked at SCF Investment Advisors and SCF Securities, and spent eight years at Amazon Inc. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, utilizing a combination of internal models, third-party providers, and outsourced managers.

Eric Lin is a financial advisor at Westmount Partners, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Westmount Asset Management since 2022. Prior to that, he was employed at Clever Care Health Plan and attended Occidental College. Westmount Partners, LLC provides investment advisory, discretionary portfolio management, and financial planning services to individual and institutional clients. The firm constructs portfolios using mutual funds and managed strategies, includes private and interval funds for alternative exposure, and manages multi-manager private funds launched since 2019.

John Goodman is a financial advisor at Wedbush Securities Inc. with 41 years of industry experience. He previously worked at McDonald Partners LLC and Wells Fargo Clearing. Goodman is involved in multiple business activities, including serving on the boards of the Playhouse Square theater district and the Greater Cleveland Film Commission as a volunteer. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm supports both discretionary and non-discretionary portfolio management and provides custodial, clearing, and prime services.

Leslie Ann Gutierrez is a financial advisor at Clifford Swan Investment Counselors with 19 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services, Wells Fargo Clearing, and Citigroup Global Markets. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, private corporate pension and profit-sharing plans, and business owners. The firm manages approximately $4.48 billion in assets, utilizing proprietary fundamental research and a long-term, diversified investment approach tailored to each client's objectives.

Robert Crawford is a CFP® with 30 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC. He has held roles with LPL Financial and U.S. Financial Advisors LLC, and he operates Robert Crawford Consulting Services. Outside of advisory work, he also provides tax preparation services through The Accountancy. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Leighton Helfrick is a financial advisor at AWM Capital, LLC with a Series 65 credential and one year of experience. Prior to joining AWM Capital, he worked at Matthews Commercial Real Estate and has held roles affiliated with UC Davis and Cal State San Marcos, including involvement with the UC Davis Baseball Camp. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management and comprehensive financial planning services such as tax, estate, and insurance planning. The firm employs a liability-driven investing framework and an open-architecture platform to create customized portfolios using a variety of investment vehicles, including mutual funds, ETFs, separate account managers, and private placements.

Patrick Dwyer is a CFP® professional with 25 years of experience in the financial industry. He is currently with RBC Securities, Inc. and has been associated with City National Bank since 2010. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a banking parent, providing access to diverse financial and trading services.