Michael Wu is a CFA® charterholder with eight years of experience in the financial advisory industry. He has worked at Aspiriant, LLC since 2022 and previously held roles at Suntrust Advisory Services and GenSpring. Michael is based in Los Angeles, CA. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services. The firm’s investment approach uses customized asset allocation strategies supported by internal research and a variety of implementation options, including third-party managers and private investments.

Jack Martin is a financial advisor at SteelPeak Wealth, LLC with a Series 65 designation. He has one year of industry experience, including prior work at StudentNest and a decade in education. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, and family offices. The firm offers financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, implementing advice through proprietary model portfolios and conducting due diligence on private securities for accredited clients.

Ronald Reyes is a financial advisor at SEIA with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at Royal Alliance Associates, INC., Sii, and SES LLC. Reyes also serves as Vice President of Trading at SEIA, focusing on RIA sales and service. SEIA is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm offers investment management, financial planning, and consulting through a combination of discretionary and non-discretionary platforms, using a blend of quantitative and qualitative research guided by an in-house Investment Solutions Group and Investment Committee.

Brian Clauer is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Level Four Advisory Services since 2021 and has worked with Level Four Financial since 2010. Outside of his advisory work, he operates an e-commerce business specializing in vintage Alpine sports accessories and decorative items. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement plan consulting, and fiduciary services, often implementing client mandates through model portfolios and a range of wrap platforms or unaffiliated sub-advisors.

Bruce Tyson is a Series 65-licensed advisor with Morton Wealth in Calabasas, CA, where he has worked since 2015. He has 10 years of industry experience. Morton Wealth is a multi-advisor SEC-registered 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, employing standardized strategies customized to client objectives with an emphasis on risk management and volatility reduction.

Nicole Pavlovic is a financial advisor at Composition Wealth, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at Freestone Capital Management, LLC. Outside of finance, she has experience in the event and catering industries. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm follows a primarily long-term investment approach using low-cost diversified mutual funds and ETFs, supplemented by other asset types, and conducts regular portfolio reviews and rebalancing.

Emil Georgiev is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation with four years of industry experience. Prior to joining Composition Wealth, he worked at Miracle Mile Advisors, LLC and Pathstone Family Office, LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad range of clients, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, complemented by fundamental and technical analysis and regular portfolio reviews.

Lisabeth Schiller is a financial advisor at Blackridge Asset Management, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Gold Coast Securities, Inc. for 18 years. Outside of her advisory role, Schiller serves as treasurer on multiple nonprofit boards and is involved in musical theater production and mobile app development. Blackridge Asset Management provides financial planning, investment management, and related consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management through a network of advisers and a turnkey asset management platform emphasizing diversified strategies and discretionary authority.

Troy Franzen is a financial advisor at SEIA with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc., Signature Investment Advisors LLC, and SES LLC. Franzen is also involved as a relationship manager at SIA LLC, an RIA sales and service firm. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform with approximately 140 advisors. The firm combines strategic macro asset-allocation with tactical adjustments using both quantitative and qualitative research, managing assets primarily on a non-discretionary basis.

Craig Borkovec is a financial advisor with Composition Wealth, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has worked at Composition Wealth since 2020 and previously at Deawm Distributors, Inc. for four years. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, managing approximately $9.47 billion in discretionary assets through a multi-advisor structure.

Cory Davenport is a CFP® with eight years of industry experience, currently serving at Westmount Partners, LLC in Los Angeles, CA. He has previously worked at Northwestern Mutual and Westmount Asset Management, LLC. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to a range of individual and institutional clients. The firm uses mutual funds and managed strategies to tailor asset allocation according to client objectives and manages alternative investments through private and interval funds.

Hayley Bates is a CFP® professional with 16 years of industry experience, currently serving as an advisor at SEIA. Her prior roles include positions at Royal Alliance Associates, Signature Estate & Investment Advisors, and SES LLC. She is a member of the Leadership Council for the nonprofit organization A Place Called Home in Los Angeles. SEIA serves a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and charitable entities through a multi-team advisory platform. The firm integrates quantitative and qualitative research in its investment process, focusing primarily on non-discretionary portfolio management.

Zachary Statzer is a financial advisor at Perennial Financial Services with one year of industry experience. He holds the Series 66 designation and has worked at Ford Financial Group and LPL Financial. Outside of advising, he is the owner of Imago Dei Coffee, LLC, a non-investment-related business. Perennial Investment Advisors provides investment management, financial planning, and retirement consulting to individuals, trusts, pensions, and corporate clients. The firm combines various investment strategies and technologies, including AI tools and multiple custodian platforms, to tailor and manage client portfolios.

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.

Abdullah Safdari is a financial advisor at Simplicity Wealth with six years of industry experience. He previously worked at LifePro Asset Management, LLC for six years. Safdari is also the founder and president of two companies: N.A.C.P.E. Inc., which focuses on insurance and annuity sales, and College Planning Experts, providing college planning and financial aid consulting. Outside of finance, he is a co-partner and president of La Michoacana Authentic Ice Cream Parlor, Inc. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate entities, and other financial firms. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities when appropriate, and offers advisory services alongside technology and operational solutions for other advisers.

Edgar Haroutunian is a financial advisor at SEIA with six years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. His prior work includes roles at TCW LLC and Paulson Investment Co., LLC. Outside of advisory work, he is involved in merchandise sales through Amazon.com as a member and manager of an LLC. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform comprising roughly 140 advisors. The firm’s investment approach integrates strategic macro asset-allocation with tactical adjustments driven by an in-house Investment Solutions Group and Investment Committee, offering both discretionary and predominantly non-discretionary management.

Sean Cauvel is a CFP® with 17 years of industry experience, currently serving at Westmount Partners, LLC. He has been with Westmount Asset Management since 2007. Westmount Partners, LLC offers investment advisory and discretionary portfolio management services to a diverse client base including individuals, institutions, and non-profits. The firm emphasizes tailored asset allocation using mutual funds, managed strategies, and alternative private funds, and is recognized for managing multi-manager private funds and pooled investment vehicles.

Telma Provencio is a financial advisor at HBW Advisory Services LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at HBW Advisory Services since 2021. Her prior experience includes roles at Cetera Advisor Networks LLC and HBW Securities LLC. She is also licensed as an insurance agent, selling life, disability, annuities, and long-term care products. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm emphasizes a blended investment approach, using third-party money managers and model portfolios, and serves a large client base through retail, charitable, and institutional relationships.