John Brouillard Jr. is a CFA® charterholder and holds a Series 66 license, with 15 years of industry experience. He is currently affiliated with RBC Securities, Inc. and has been with City National Securities, Inc. since 2015. Outside of his advisory role, he is involved with Summer Search, a charitable foundation, where he leads the planning committee for an annual golf and tennis fundraiser event. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management services with a broad financial services group affiliated with a bank parent, offering financial planning, portfolio management, and ongoing reporting to its clients.

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.

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.

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.

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.

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.

Shannon Loewenberg is a financial advisor at Wedbush Securities Inc. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Commonwealth Financial Network, Morgan Stanley, and TD Ameritrade. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, and capital markets. The firm operates multiple managed account and wrap fee programs alongside commission-based brokerage arrangements and provides clearing, custodial, and execution services with a notable presence in commodities and derivatives.

Jared Goodman is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and bringing 12 years of industry experience. He worked at McDonald Partners for 12 years prior to joining Wedbush in 2025. Outside of his advisory role, he is involved in administrative and management duties related to commercial real estate and finance consulting through several related entities. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering a range of brokerage and SEC-registered advisory services. The firm provides managed account solutions alongside commission-based brokerage arrangements and operates clearing, custodial, and capital markets functions across multiple asset classes.

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.

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.

Joseph Rubinstein is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, with 34 years of industry experience. He has been with Wedbush Morgan Securities since 2004. Rubinstein holds Series 63 and Series 65 credentials. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services.

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 with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Draper Dragon and Shop Meta prior to joining Westmount Partners. His background also includes roles outside finance, such as with Ultimate Fighting Championship and Lululemon Athletica, Inc. Westmount Partners provides discretionary portfolio management and financial planning to a diverse client base including high-net-worth individuals, pension plans, non-profits, and corporations. The firm manages approximately $5.2 billion and employs a portfolio construction approach focused on no-load mutual funds, pooled vehicles, and private investments for qualified investors.

Robert Skillestad is a financial advisor with Wedbush Securities Inc. in Billings, Montana. He holds Series 63 and Series 65 licenses and has 38 years of industry experience, including 17 years with Wedbush Securities. Outside of his advisory role, Skillestad is involved in several non-investment business activities, including membership in livestock and genetics companies and work related to cattle sales and promotion. Wedbush Securities serves a diverse client base, including individual and high-net-worth investors, foundations, and institutional clients, offering a range of brokerage and SEC-registered investment advisory services. The firm provides managed account solutions, clearing and custodial services, and operates businesses in fixed income, commodities, and capital markets.

Chun Yong Liu is a financial advisor at Kovack Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, LLC for four years and Radio Free Asia for eighteen years. Outside of his advisory role, he is involved in fixed insurance sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a wide range of clients including individuals, corporations, and pension plans. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Charlie Deaver is a financial advisor at Sovran Advisors, LLC with one year of industry experience. He is also the owner and principal of Greyhawk Brokers LLC, a property and casualty and group benefit insurance firm. Prior to Sovran Advisors, he worked at Cornerstone Preferred Insurance for eight years. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering tailored portfolio management and financial planning solutions using a combination of advisor-managed and model portfolios.

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.

Lawrence Stone is a financial advisor with Mutual Advisors, LLC, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Mutual Advisors and Mutual Securities since 2017 and previously spent 18 years at National Planning Corporation. Outside of his advisory role, Stone serves as a board member and investor for Endera Corporation, a company focused on turnkey electric vehicle solutions and software. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, including high-net-worth clients, institutional investors, trusts, and retirement plans, offering a range of services such as asset management, financial consulting, and ERISA plan advisory. Its investment approach combines passive and active strategies tailored to client objectives, with portfolios typically reviewed quarterly.