Ronald Reyes is a financial advisor with SEIA who holds a Series 66 designation and has 26 years of industry experience. His work history includes roles at SES LLC, Royal Alliance Associates, INC., and SII. He currently serves as Vice President of Trading at SEIA, focusing on RIA sales and service. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm offers a range of investment and financial planning services and employs a structured investment process combining strategic and tactical asset allocation with both quantitative and qualitative security selection.

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.

Kenneth Thompson is a financial advisor at RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses with 37 years of industry experience. His prior roles include positions at City National Bank, TD Bank, N.A., Wilmington Trust Investment Advisors, Inc., and M&T Securities, Inc. He retired briefly in 2024 before returning to the industry. 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 offers financial planning and portfolio management, with investment management delegated to RBC Rochdale, which implements asset allocation strategies using mutual funds, ETFs, and other securities.

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 with SEIA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Signature Investment Advisors LLC and Royal Alliance Associates, among others. He is also a relationship manager at SIA LLC, an investment-related LLC focused on RIA sales and service. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic and tactical portfolio management through a structured investment process and offers a range of financial planning and consulting services, with a notable emphasis on non-discretionary management.

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. She has worked at several firms including Royal Alliance Associates, INC. and Signature Estate & Investment Advisors LLC. Bates is a member of the Leadership Council for the nonprofit A Place Called Home, contributing to fundraising efforts. SEIA is a multi-team advisory firm with approximately 142 advisors serving a diverse client base including individuals, trusts, retirement plans, and institutional entities. The firm combines strategic asset allocation with tactical micro-allocation and offers a range of portfolio management and financial planning services tailored to client-specific Investment Policy Statements.

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.

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.

Rudy Sanchez is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding a Series 66 designation and having two years of industry experience. His prior roles include positions 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 a wrap-fee investment advisory program. The firm integrates a broad range of financial services, including affiliated portfolio management by RBC Rochdale, delivering financial planning, portfolio management, and ongoing reporting.

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.

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 seven years of industry experience. He previously worked at LifePro Asset Management, LLC for six years and is the founder and president of N.A.C.P.E. Inc., an insurance and annuity sales company, as well as College Planning Experts, which provides college planning, financial aid consulting, and college funding services. Additionally, he is co-partner and president of La Michoacana Authentic Ice Cream Parlor, an ice cream shop in Canoga Park, CA. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, while offering model portfolios and discretionary management, alongside technology and operational support for other advisers through a managed account platform.

Edgar Haroutunian is a CFP® with six years of industry experience, currently serving as an advisor at SEIA. His past roles include positions at TCW LLC, Paulson Investment Co., LLC, and LPL Financial LLC. Outside of financial advising, he is involved in merchandise sales through an Amazon.com business where he manages product sourcing and fulfillment. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individual, institutional, and retirement plan clients. The firm employs a structured investment approach combining strategic asset allocation with tactical security selection, offering a range of portfolio management and financial planning services with a notable focus on non-discretionary management.