Michelle Nguyen is a CFP® with 11 years of industry experience, currently serving as a financial advisor at First Foundation Advisors since 2015. She holds the Series 63 designation and is based in Los Angeles, CA. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and is affiliated with its bank holding company FirstSun, integrating banking and financial product referrals with its advisory services.

Efrain Borenstein is a financial advisor at Hilltop Securities Inc. with 37 years of industry experience. He holds a Series 63 designation and has worked at Hilltop Securities since 2008, following four years at M.L. Stern & Co., LLC. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering a range of advisory and broker-dealer services including managed accounts, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities with an open-architecture platform that incorporates third-party and firm-sponsored investment strategies.

Ilya Solovey is a financial advisor at SEIA in Los Angeles, CA, holding Series 63 and Series 66 licenses with 20 years of industry experience. His career includes roles at Charles Schwab, Fidelity, and Royal Alliance Associates. In addition to advising, he works as a client service manager supporting the operational side of the advisory practice at SEIA. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic and tactical asset allocation with quantitative and qualitative security selection, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Young Rah is a financial advisor at Concorde Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Prudential and Ameritas. Rah is also president of EMP Financial Network, Inc., where he manages office operations. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering a range of portfolio management and financial planning services. The firm builds customized portfolios using both proprietary and third-party model strategies and provides ERISA retirement-plan advisory services.

Jack Johnson is a financial advisor with Vanderbilt Advisory Services in La Canada, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Vanderbilt Securities, Wedbush Securities, RBC Capital Markets, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he serves as a baseball umpire at the high school and college levels and holds a board member position with the San Gabriel Valley Umpires Association. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process that integrates fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning services.

Anthony Hanna is a financial advisor at Octavia Wealth Advisors LLC in Los Angeles, CA. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining Octavia, he held positions at VYV Grupo Inmobiliario, Corw Holdings Industrial, and Altadena Town & Country Club, and spent five years at Loyola Marymount University. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and municipal entities. The firm offers customized investment management, financial planning, retirement plan advisory services, and access to trust and custody administration through a partner relationship.

Deana Jackson is a financial advisor with Kinetic Investment Management, Inc. She holds Series 63 and Series 65 licenses and has been in the financial services industry since 2009. Prior to joining Kinetic in 2026, she worked at 300 Financial Group and Open Financial Solution. She also provides annuities and life insurance products through 300 Financial Group, earning commissions from these sales and servicing activities. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach using a mix of analytical methods and may allocate client portfolios to higher-risk investments when appropriate.

Ricardo Gonzalez is a CFP® professional with 17 years of experience in financial advising. He has been with Mission Wealth Management, LP since 2014 and has held concurrent roles at Jhfn Sii and Signature Estate & Investment Advisors, LLC since 2013. Prior to that, he worked at The Glowacki Group, LLC for five years. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, and investment consulting. The firm employs a “total picture” approach that integrates investment management with tax, trust, philanthropy, and risk planning, utilizing both internal management and select third-party sub-advisors.

Ryan Benson is a CFP® professional with 10 years of experience in financial advising. He has worked at Aspiriant, LLC since 2016. Based in Los Angeles, CA, his practice focuses on wealth management within a multi-team firm environment. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm provides discretionary and non-discretionary investment management along with wealth planning, family office services, and specialized consulting, employing a customized investment approach supported by internal research and a range of implementation options.

Jared Chase is a financial advisor at SEIA with 19 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc. SEIA is a multi-team advisory firm serving approximately 9,500 clients, including individuals, trusts, retirement plans, and institutions. The firm combines strategic and tactical investment approaches through a structured process and offers both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Steven Jolly is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at LPL Financial, Ford Financial Group, Wells Fargo Clearing, Wells Fargo Advisors, and Prudential Equity Group. He serves as a nonprofit board member for the Fresno County Employees Retirement Associates and acts as a FINRA arbitrator. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, pensions, and corporate accounts. The firm employs tailored portfolio strategies using various asset types and integrates AI tools for portfolio analysis and client services, managing approximately $2.5 billion in discretionary assets.

Aaron Jett is a Certified Financial Planner® (CFP®) and Chartered Financial Consultant (ChFC®) with 24 years of industry experience. He is currently an advisor at SEIA in Los Angeles, CA. His prior experience includes roles at MML Investors Services, MassMutual Life Insurance, Eagle Strategies, New York Life Insurance Company, and Bel Air Investment Advisors. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services, employing a structured investment process that combines strategic and tactical allocation approaches.

Eric Rosen is a financial advisor at SEIA with 12 years of industry experience. He holds a Series 66 license and serves as Chief Growth and Strategy Officer and Chief Compliance Officer at SEIA and Signature Investment Advisors, LLC. His prior experience includes roles at Royal Alliance Associates, Wedbush Securities, and other firms in the Los Angeles area. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving about 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, employing a combination of strategic asset allocation and tactical security selection through a formal investment process.

Michael Rashtian is a financial advisor at SteelPeak Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at City National Rochdale, Bank of America, and the University of Southern California. SteelPeak Wealth, LLC serves a diverse client base that includes individual investors across wealth levels, 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, and access to alternative investment strategies through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

James Berliner is a financial advisor at Westmount Partners, LLC with 36 years of industry experience. He worked at Westmount Asset Management for 21 years prior to his current role. Westmount Partners provides investment advisory, portfolio management, and financial planning services to individual and institutional clients. The firm emphasizes tailored asset allocation using mutual funds and managed strategies, and it offers alternative investments through private and interval funds while managing pooled investment vehicles and private fund advisory services.

Eric Nomura is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at City National Securities, Inc. and UnionBanc Investment Services. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, delivering financial planning, portfolio management, and ongoing reporting. The firm is affiliated with a broad financial services group including an affiliated sub-advisor, RBC Rochdale, which manages investment strategies and portfolio implementation.

Kyle Ray is a financial advisor with American Century Investments Private Client Group, Inc. He holds the CFP® designation and has 24 years of industry experience. His prior roles include positions at American Century Investment Services, Steel Peak Wealth Management, Mutual Securities, Argosy Wealth Management, Mercer Global Advisors, Lighthouse Financial Services, and JPMorgan Securities. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. Their approach utilizes model portfolios managed by in-house teams and focuses on clients meeting a modest relationship threshold, primarily investing in proprietary mutual funds and ETFs.

Kent Tanaka is a financial advisor with Perennial Financial Services, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LPL Financial, Lake Avenue Financial, and Integrated Wealth Concepts. Outside of advisory work, he is involved in a small retail business selling baby clothing and products. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides tailored portfolio management as a fiduciary, utilizing multiple platform relationships and integrating retirement plan consulting with insurance and brokerage services.

Luis Strohmeier is a CFP® and ChFC® with 37 years of industry experience. He is currently with Octavia Wealth Advisors LLC in Los Angeles and has held roles at Purshe Kaplan Sterling Investments, Inc. and AXA Advisors, LLC. Outside of his advisory work, he serves as chairman of the board for a family business focused on emerging technology and biological energy research. Octavia Wealth Advisors is a multi-team firm managing approximately $2.15 billion for a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and municipal entities. The firm employs customized portfolios using proprietary models that incorporate low-cost ETFs, mutual funds, individual securities, and alternative investments, with a focus on long-term strategies and specialized retirement plan advisory services.

Rebecca Cameron is a financial advisor with NWF Advisory Services Inc, holding a Series 66 designation and 16 years of industry experience. She has worked with NWF Advisory Group since 2017 and previously with Whjr Associates from 2013 to 2017. Cameron also serves as a registered assistant for Artisan Capital Partners, a DBA under NWF Advisory Group. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that combines advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions with both strategic long-term and short-term tactical investment strategies.