Ronald Reyes is a financial advisor with SEIA, holding a Series 66 designation and over 25 years of industry experience. His work history includes roles at Ses LLC, Royal Alliance Associates, Inc., and SII before joining SEIA in 2015. Reyes also serves as Vice President of Trading at SEIA LLC. SEIA provides investment management, financial planning, retirement plan consulting, and investment consulting services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, supported by an in-house research group and investment committee, and offers both discretionary and non-discretionary managed-account programs.

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.

April Young is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and with 18 years of industry experience. She has been with Wedbush Securities since 2011. April is also a partner in DELZIO YOUNG FINANCIAL GROUP, a wealth management business affiliated with Wedbush Securities. Wedbush Securities serves a wide range of clients, including individual and high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services across various asset classes and account types. The firm combines broker-dealer, capital markets, custody, clearing, and prime services, including commodities and derivatives, supported by multiple managed account and wrap fee programs.

Eleanor Pascalide is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Wedbush Morgan Securities since 2000. 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 multiple asset classes and platforms. The firm combines broker-dealer and capital markets functions with clearing, custodial, and prime services, managing approximately $5.68 billion in regulatory assets.

Arin Hovanesian is a financial advisor with Merit Financial Advisors in Pasadena, CA, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Commonwealth Financial Network, Bank of America, Merrill, and J.P. Morgan. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth management services and employs a long-term, diversified investment approach using centrally managed sleeves and model allocations overseen by an internal investment team.

Lisabeth Schiller is a financial advisor at Blackridge Asset Management, LLC with 21 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, she serves as treasurer on multiple nonprofit boards and is involved in producing musical theater projects. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm employs a client-driven investment process with a multiphase due diligence approach and offers services through fee-based portfolio management, third-party money managers, and adviser-as-portfolio-manager programs.

Troy Franzen is a financial advisor at Signature Estate & Investment Advisors, LLC (SEIA) with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Royal Alliance Associates, Inc. and SES LLC. Franzen is also a relationship manager at SIA LLC, an RIA sales and service firm. SEIA serves high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm combines strategic macro asset allocation with tactical adjustments, operating primarily non-discretionary programs alongside discretionary offerings and integrates ESG considerations and AI tools in its investment process.

Scott Miller is a CFP® with nine years of industry experience, currently with Merit Financial Advisors in Pasadena, CA. His prior experience includes roles at Commonwealth Financial Network, The Bridgeway Group, and RNC Genter Capital Management. Miller is also the owner of Miller Financial Group, a private entity involved in securities, advisory, and insurance business. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios using centrally managed sleeves and model allocations, offering comprehensive wealth-management services including financial planning, retirement plan advice, and employee financial-wellness programs.

Cory Davenport is a CFP® with eight years of industry experience, currently serving as a financial advisor at Westmount Partners, LLC. He has worked at Westmount Asset Management since 2020 and previously spent six years at Northwestern Mutual. Westmount Partners, LLC provides discretionary portfolio management and financial planning to individual clients, including high-net-worth households, as well as pension plans, non-profits, estates, trusts, and corporations. The firm manages approximately $5.2 billion across about 1,400 clients, emphasizing no-load mutual funds and pooled vehicles, and acts as adviser and sub-adviser to multiple private pooled investment vehicles.

Anthony Lee is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Wedbush Securities since 2010. 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, and capital markets. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

Hayley Bates is a CFP®-designated financial advisor at SEIA with 16 years of industry experience. Her prior roles include positions at Royal Alliance Associates, Signature Estate & Investment Advisors, and SES LLC. She serves as a member of the Leadership Council for A Place Called Home, a nonprofit organization. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a client-driven investment process supported by in-house research and offers a range of managed account programs alongside modular and comprehensive financial planning options.

Gregg Koutouvidis is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at RBC Capital Markets, LLC and City National Bank. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates portfolio management and financial planning with affiliated sub-advisory oversight and offers custodial and cash-management features within a broad financial services group structure.

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.

Rudy Sanchez is a financial advisor at RBC Securities, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at City National Securities, Inc. and City National Bank. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, offering financial planning, portfolio management, and ongoing reporting. The firm integrates a broad financial services group affiliation, including an affiliated sub-advisor that manages portfolios using mutual funds, ETFs, SMAs, and individual securities.

Chaundra Straker is a Series 66 licensed financial advisor with 15 years of industry experience, currently with Principal Advised Services. Her prior experience includes roles at Cetera Advisor Networks and National Planning Corporation. Outside of finance, she works as a beertender and server at Firestone Walker Brewing Company. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models to deliver both non-discretionary recommendations and a discretionary wrap-fee investment management program.

William Mcintosh is a financial advisor with Wedbush Securities Inc. in Pasadena, CA. He holds a Series 66 designation and has 19 years of industry experience, including a brief tenure at the Securities and Exchange Commission in 2017. He has been with Wedbush Securities since 2017. Wedbush Securities serves a diverse client base that includes individual, high-net-worth, foundation, and institutional investors. The firm offers a range of brokerage and SEC-registered advisory services, covering wealth management, fixed income, commodities, securities lending, capital markets, and prime services.

Case Wagstaff is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab and various real estate advisory firms. Wedbush Securities serves a broad client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered advisory services across multiple asset classes and investment solutions. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

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 12 years of industry experience. She is currently with Siebert AdvisorNXT, LLC., where she has worked since 2022. Prior to that, she was with Wealthsource Partners, LLC for six years and Avant Garde Advisors LLC for five years. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program and access to third-party sub-advisors. The firm combines algorithmic portfolio construction based on Modern Portfolio Theory with human advisor support and offers both discretionary and non-discretionary management options.