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.

Michael Wu is a CFA® charterholder with eight years of experience in the financial advisory industry. He has worked at Aspiriant, LLC since 2022 and previously held roles at Suntrust Advisory Services and GenSpring. Michael is based in Los Angeles, CA. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services. The firm’s investment approach uses customized asset allocation strategies supported by internal research and a variety of implementation options, including third-party managers and private investments.

Bryce Larson is a financial advisor at SVB Wealth with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles at SVB Wealth LLC, Silicon Valley Bank, and The Vanguard Group. He is also a vice president in PBWM Portfolio Management at SVB Wealth. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients by providing wealth and portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Margarita Perez is a financial advisor with RBC Securities, Inc. in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has previously worked at City National Securities, Inc., City National Securities, Cetera Advisor Networks LLC, and Financial Network Investment Corp. Outside of her advisory role, she is an assistant chef at a cooking school. RBC Securities, Inc. 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 affiliated with a bank, offering discretionary portfolio management and financial planning.

Darlyn Orellana is a financial advisor with RBC Securities, Inc., holding Series 63 and Series 66 licenses and six years of industry experience. She previously worked at City National Securities, Inc., Wells Fargo Clearing Services LLC, and Wells Fargo Bank, N.A. 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 portfolio management and financial planning within a broad financial services group affiliated with a bank parent and related entities.

Ronald Reyes is a financial advisor at SEIA with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at Royal Alliance Associates, INC., Sii, and SES LLC. Reyes also serves as Vice President of Trading at SEIA, focusing on RIA sales and service. SEIA is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm offers investment management, financial planning, and consulting through a combination of discretionary and non-discretionary platforms, using a blend of quantitative and qualitative research guided by an in-house Investment Solutions Group and Investment Committee.

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. Schiller is involved in multiple nonprofit organizations in the Pasadena area, serving in various board roles and also produces musical theater projects through her own LLC. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs model-based portfolio management and offers services through an online platform, utilizing a mix of fundamental, technical, and charting analysis.

Troy Franzen is a financial advisor at SEIA with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc., Signature Investment Advisors LLC, and SES LLC. Franzen is also involved as a relationship manager at SIA LLC, an RIA sales and service firm. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform with approximately 140 advisors. The firm combines strategic macro asset-allocation with tactical adjustments using both quantitative and qualitative research, managing assets primarily on a non-discretionary basis.

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 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.

Hayley Bates is a CFP® professional with 16 years of industry experience, currently serving as an advisor at SEIA. Her prior roles include positions at Royal Alliance Associates, Signature Estate & Investment Advisors, and SES LLC. She is a member of the Leadership Council for the nonprofit organization A Place Called Home in Los Angeles. SEIA serves a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and charitable entities through a multi-team advisory platform. The firm integrates quantitative and qualitative research in its investment process, focusing primarily on non-discretionary portfolio management.