William Blanton is a financial advisor at Composition Wealth, LLC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Vintage West Capital Management for nine years before joining Composition Wealth in 2022. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments, and manages approximately $9.47 billion in discretionary assets.

Yueh Hwa Lee is a CFP® professional with 12 years of industry experience, currently serving at Verus Capital Partners, LLC and LPL Financial, LLC since 2021. Prior to joining these firms, Lee held roles at Avantax Insurance Agency, Avantax Investment Services, VinePoint Advisory Group, and 1st Global Advisors, among others. Lee also operates VinePoint Advisory Group, LLC, an investment-related business affiliated with his LPL activities. Verus Capital Partners is a fee-based investment management firm that serves individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation across multiple asset classes, tailoring portfolios to clients’ objectives, risk tolerance, and tax considerations.

Brian Murphy is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Geneos Wealth Management, Inc. and has previously worked at Sagepoint Financial Inc. and operated his own advisory practices. Outside of his advisory role, he is involved in buying and selling vintage and modern watches. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Rudy Zendejas is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior work includes multiple roles at J.P. Morgan Securities and J.P. Morgan Chase Bank from 2016 to 2022, followed by a position at City National Securities. 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 investment management with a broad financial services group, including affiliated banking, trust, and consulting activities.

Ammar Abu Lughod is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 63 designation and 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Insigneo in 2026. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, with a multi-asset portfolio approach that combines committee-driven model portfolios and individualized advisor-led portfolio construction. The firm incorporates global and emerging-market exposures and offers both discretionary and non-discretionary management options.

Matthew Parker is a financial advisor at Wedbush Securities Inc. with 13 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Bank of the West, Bancwest Investment Services, Bank of America, and Merrill. Wedbush Securities serves a diverse client base including individual investors, high-net-worth clients, foundations, and institutions. The firm offers a range of brokerage and SEC-registered investment advisory services, including managed accounts, capital markets, commodities, and prime services.

Camee Lewis is a financial advisor with Wedbush Securities Inc. in Westlake Village, CA, holding a Series 63 designation and 30 years of industry experience. Her prior roles include positions at BOK Financial Securities, Inc. and a brief period of unemployment. 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, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account and commission-based brokerage solutions.

Hiroshi Mizutani is a financial advisor at International Assets Investment Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Western International Securities, Inc. for 10 years. Mizutani is also associated with Global Assets Advisory, LLC as an investment advisor. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio management using mutual funds, ETFs, individual equities, fixed income, and may utilize third-party money managers or wrap programs.

Paul Digerolamo is a financial advisor at Kinetic Investment Management, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Madison Avenue Securities, Parkland Securities, and operated the Digerolamo Family Insurance business for 24 years. He is also involved in insurance sales through FS2 Financial Services. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm employs a mix of analytical methods with a primary long-term trading orientation and offers portfolio management, financial planning, sub-advisory, and back-office services through a 20-advisor team.

Matthew Wollmann is a financial advisor at Wedbush Securities Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Southwest Securities, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. He is based in Pasadena, CA. 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 related functions.

Todd Brooks is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation with 22 years of industry experience. He has been with Wedbush Securities since 2007. Wedbush Securities serves a diverse client base including individual investors, high-net-worth clients, foundations, and institutions. The firm offers brokerage and SEC-registered investment advisory services, managing approximately $5.68 billion in regulatory assets, and provides a range of managed account solutions alongside commission-based brokerage and capital markets services.

Matthew Kim is a financial advisor with Signature Investment Advisors, LLC, holding a Series 66 designation and over 24 years of industry experience. His prior work includes positions at SES Inc., Royal Alliance Associates, Inc., and SII. He also serves as a Relationship Manager at SIA LLC, an investment-related role. Signature Investment Advisors provides discretionary and non-discretionary investment management services to individuals, trusts, pension plans, charitable organizations, and other entities. The firm’s investment approach combines strategic macro asset allocation with tactical micro allocation, supported by quantitative and qualitative analysis, and serves a large client base through a combination of relationship management and model strategy platforms.

Dustin Zahn is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at E*TRADE Capital Management LLC and Massachusetts Mutual Life Insurance Company. 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 provides services ranging from managed accounts to custody and prime services, combining broker-dealer and capital markets functions.

Michael Wirth is a financial advisor at Composition Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has prior work experience with Miracle Mile Advisors, PCF Insurance Services, CC Capital Advisors, Merrill Lynch, and Managed Energy Systems. Outside of advising, he is also licensed as an insurance agent. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, high-net-worth clients, trusts, and businesses. The firm’s investment approach focuses on long-term, low-cost, diversified portfolios using mutual funds, ETFs, and other securities, and it manages approximately $9.47 billion in discretionary assets across a multi-advisor platform.

Jae Yu is a financial advisor at Signature Investment Advisors, LLC in Los Angeles, CA, holding Series 63, 65, and 66 licenses with 27 years of industry experience. His work history includes roles at SES Inc., Royal Alliance Associates, Inc., BancWest Investment Services, Inc., Bank of the West, and Lockwood Advisors, Inc. He is also involved as a product wholesaler for SIA model solutions. Signature Investment Advisors provides investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions through various branded programs. The firm utilizes a research-driven investment process combining strategic macro and tactical micro allocation, with offerings that include discretionary and non-discretionary portfolio management and ancillary services such as seminars and a cash management solution.

Frederick Feliciano is a financial advisor at Secure Asset Management, L.L.C. with 32 years of industry experience. He holds a Series 63 designation and has previously worked at Western International Securities, Inc. and Financial West Group. He is also a California Notary Public, providing notary services related to estate planning. Secure Asset Management, LLC offers personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis across a range of investment vehicles and emphasizes client-specific investment policies without maintaining traditional corporate client relationships.

Colette Erasmus is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at Muriel Siebert & Co., LLC since 2018 and previously spent eight years at Stockcross Financial Services. Erasmus splits her time between Siebert AdvisorNXT and Muriel Siebert & Co., both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and various managed programs. The firm utilizes a web-based platform incorporating Modern Portfolio Theory with ETF/ETN allocations, offering both discretionary and non-discretionary portfolio management alongside access to third-party and independent sub-advisers.

Dennis Wee is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with 15 years of industry experience. He has been with Westmount Asset Management since 2008. Westmount Partners provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, non-profits, estates, and corporations. The firm manages approximately $5.2 billion across 1,400 clients, focusing on portfolios constructed mainly with no-load mutual funds and pooled vehicles, and offers access to alternative and private investments for qualified investors.

Jon La Mothe is a financial advisor with Snowden Capital Advisors LLC in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Snowden Capital Advisors and its affiliated entities since 2012, serving as a partner and managing director. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients with discretionary and non-discretionary portfolio management, investment consulting, and various advisory programs. The firm employs a multi-team approach combined with institutional capabilities, offering customized portfolios and services that include third-party manager selection and oversight.

Michaela Hurtienne is a Certified Financial Planner® with seven years of industry experience. She is currently an Associate Advisor at SEIA and previously worked at Royal Alliance and Techstyle Fashion Group. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform offering investment management, financial planning, and consulting. The firm’s investment process combines strategic asset allocation with tactical adjustments using both quantitative and qualitative research, with a focus on mostly non-discretionary asset management.