Michael Cuddihy is a financial advisor at Wedbush Securities Inc. with 31 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes 12 years at Citigroup Global Markets and a period of unemployment in 2020 before joining Wedbush Securities in the same year. 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 various asset classes and operates managed account and wrap fee programs alongside commission-based brokerage arrangements.

Edgar Haroutunian is a CFP® with six years of experience in the financial industry. He is currently an advisor at SEIA and has previously worked at firms including TCW LLC and Paulson Investment Co., LLC. Outside of his advisory role, he manages merchandise sales through Amazon.com. SEIA provides investment advisory and planning services to a diverse client base including individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a client-driven investment process with a range of managed account programs and planning options, serving over 9,500 clients with approximately $22.5 billion in assets under management.

Jean Kent is a financial advisor with Wedbush Securities Inc. in Santa Rosa, CA, holding a Series 63 designation and 32 years of industry experience. She has been with Wedbush Securities since 2005. 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 account types. The firm combines broker-dealer, capital markets, and prime services functions, managing approximately $5.68 billion in regulatory assets.

Sean Cauvel is a CFP® with 16 years of industry experience, currently serving at Westmount Partners, LLC in Los Angeles, CA. He has been with Westmount Asset Management since 2007. 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, corporations, and partnerships. The firm manages approximately $5.2 billion across about 1,400 clients, focusing on portfolios constructed primarily with no-load mutual funds and pooled vehicles, and offers access to alternative and private investments for qualified investors.

Robert Wareing is a Series 66-licensed financial advisor with Concurrent Investment Advisors, LLC, bringing 28 years of industry experience. His prior work includes roles at Raymond James and Purshe Kaplan Sterling Investments. Outside of finance, Wareing is involved in film production and script development through his role as managing member of ILL Luxury LLC. Concurrent Investment Advisors is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, families, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected securities, serving over 13,000 clients with approximately $15.7 billion in assets under management.

Lucky Radley is a Series 66 licensed advisor with nine years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and previously at StockCross Financial Services. He is a dual employee working full time split between Muriel Siebert & Co., Inc. and Siebert AdvisorNXT, LLC, both under the Siebert Financial Corporation. Siebert AdvisorNXT provides investment management primarily to individuals, including high-net-worth clients, as well as families, trusts, and certain business entities. The firm uses an algorithmic implementation of Modern Portfolio Theory through its AdvisorNXT platform to construct portfolios of low-cost ETFs and ETNs, offering both discretionary and non-discretionary management alongside access to independent managers and specialty strategies.

Hugo Silva is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. His prior roles include positions at Ally Invest Securities LLC, Cetera Adviser Networks LLC, TD Ameritrade, and JP Morgan Chase Bank. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering both brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm manages approximately $5.68 billion in regulatory assets and provides a mix of discretionary and non-discretionary managed accounts alongside commission-based brokerage arrangements.

Matthew Keller is a financial advisor at SEIA with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Steel Peak Wealth Management, LLC, and currently maintains MAK Wealth Management, LLC for tax and liability purposes. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations by offering investment management, financial planning, and consulting services. Its investment process combines strategic macro asset allocation with tactical adjustments, supported by an in-house research group and an Investment Committee, and emphasizes primarily non-discretionary asset management.

Eric Lin is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Westmount Asset Management in 2022, he worked at Clever Care Health Plan from 2020 to 2022 and attended Occidental College from 2016 to 2020. Westmount Partners provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, non-profits, estates and trusts, and corporations. The firm is notable for its role as a private fund adviser and recurring sub-advisor for several multi-manager pooled funds, offering clients access to a range of investment strategies including private equity and real estate through specialized pooled vehicles.

Crystal Durazo is a financial advisor at MissionSquare Retirement with 18 years of industry experience. She has been with Icma Rc since 2016. Durazo holds Series 63 and Series 65 designations. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Nate Elisha is a CFP® professional with 10 years of industry experience currently affiliated with RBC Securities, Inc. He has worked at City National Securities and JPMorgan Chase Bank, among other financial institutions. 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 utilizes an affiliated sub-advisor to construct and implement asset allocation strategies, offering financial planning and portfolio management within a broader financial services group structure.

Kwang No is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Everett Harris & Co. He has been with the firm since 2008. Everett Harris & Co. provides discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a buy-and-hold strategy, managing a diverse portfolio across equities, fixed income, commodities, and options, supported by both internal and independent research.

John Goodman is a financial advisor at Wedbush Securities Inc. with 40 years of industry experience. He holds a Series 63 designation and previously worked for McDonald Partners LLC for 13 years. Outside of his advisory role, he serves on the boards of the Playhouse Square theater district and the Greater Cleveland Film Commission. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm combines broker-dealer functions with clearing, custodial, and prime services, managing approximately $5.68 billion in regulatory assets.

Yannshyr Puu is a financial advisor at Packerland Brokerage Services, Inc. with 35 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at Packerland since 2021, previously spending eight years at J K Financial. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management with access to firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Leslie Ann Gutierrez is a financial advisor at Clifford Swan Investment Counselors with 19 years of industry experience. She holds the Series 66 designation and has been with UBS Financial Services Inc. since 2013. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, corporate pension and profit-sharing plans, and business owners. The firm manages approximately $4.48 billion in client assets, focusing on fundamental research-driven portfolio management and tailored investment strategies that include equities, fixed income, private investments, and specialized risk management programs.

Robert Crawford is a CFP® with 29 years of industry experience, currently serving as an advisor at Great Valley Advisor Group, LLC since 2021. His prior experience includes roles at LPL Financial and U.S. Financial Advisors LLC, as well as operating his own consulting services focused on non-variable insurance and tax preparation. He is involved in multiple business activities related to investment advisory and insurance services. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

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.

Scott Nishimura is a financial advisor with Continuum Advisory, LLC, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include positions at Osaic Wealth, Inc., Triad Advisors, and Transamerica Financial Advisors, Inc. Outside of his advisory work, he serves as a co-trustee for his elderly aunt’s family trust, managing her day-to-day financial needs. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans through independent advisors. The firm offers tailored financial planning and portfolio management, utilizing a variety of investment vehicles and institutional services, including retirement plan consulting and integrated tax and legal expertise.

Robert Kennally is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation with seven years of industry experience. Prior to joining Wedbush in 2019, he worked at Morgan Stanley, Oakmont Builders, and Arthur J Gallagher. 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 account structures. The firm combines broker-dealer, capital markets, custody, and prime services with operations in commodities and derivatives.

Justin Iskander is a financial advisor at SteelPeak Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has previous work experience at Kroll and Deloitte. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, and private funds. The firm offers financial planning, portfolio management, alternative strategies, and private placement consulting, utilizing proprietary model portfolios and conducting due diligence on private securities for qualified clients.