Sean Cauvel is a CFP® with 17 years of industry experience. He is currently with Westmount Partners, LLC and previously worked at Westmount Asset Management for four years. Westmount Partners, LLC provides investment advisory and portfolio management services to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm manages portfolios using mutual funds and managed strategies tailored to client objectives and is notable for its role as a private fund adviser and sub-advisor managing multi-manager private funds.

Lucky Radley is a Series 66-licensed financial advisor at Siebert AdvisorNXT, LLC with nine years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and spent one year with StockCross Financial Services prior to that. Radley is a dual employee of Muriel Siebert & Co., Inc. and Siebert AdvisorNXT, LLC, both under the Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm uses a web-based platform that applies Modern Portfolio Theory and risk-tolerance questionnaires to build ETF/ETN-based portfolios, and it offers both discretionary and non-discretionary management options.

Dane Streeter is a financial advisor at Perennial Financial Services in Los Angeles, CA, with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Perennial Financial and related entities since 2009. Dane is also president of Perennial Financial & Insurance Services, which focuses on fixed insurance products. Perennial Investment Advisors offers investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, trusts, pensions, and corporations. The firm employs tailored portfolios that use a mix of asset allocation models, mutual funds, ETFs, and third-party managers, alongside integration of AI tools and multiple custodial relationships.

Adam Worth is a financial advisor at The Partners Wealth Management with a Series 66 designation and three years of industry experience. Prior to joining the firm, he worked at SCF Investment Advisors and SCF Securities, and spent eight years at Amazon Inc. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, utilizing a combination of internal models, third-party providers, and outsourced managers.

Matthew Keller is a financial advisor at SEIA with 12 years of industry experience. He holds the Series 65 designation and has previously worked at Steel Peak Wealth Management and founded MAK Wealth Management LLC, which remains open for tax and liability purposes. Keller is based in Los Angeles, CA. SEIA is a multi-team advisory firm with approximately 142 advisors serving individual and institutional clients. The firm employs a combination of strategic asset allocation and tactical security selection through various non-discretionary and discretionary portfolio management programs.

Eric Lin is a financial advisor at Westmount Partners, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Westmount Asset Management since 2022. Prior to that, he was employed at Clever Care Health Plan and attended Occidental College. Westmount Partners, LLC provides investment advisory, discretionary portfolio management, and financial planning services to individual and institutional clients. The firm constructs portfolios using mutual funds and managed strategies, includes private and interval funds for alternative exposure, and manages multi-manager private funds launched since 2019.

Crystal Durazo is a financial advisor with MissionSquare Retirement in Los Angeles, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with ICMA-RC since 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes investment advice and model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Jacob Hungarter is a financial advisor at Composition Wealth, LLC in Los Angeles, holding Series 63 and Series 65 licenses with one year of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and several healthcare technology firms. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and other 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, and manages approximately $9.47 billion in discretionary assets.

Nate Elisha is a CFP® with 10 years of industry experience, currently serving at RBC Securities, Inc. He has previously worked at City National Securities, JPMorgan Chase Bank, J.P. Morgan Securities, City National Bank, and Valic Financial Advisors. 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 offers financial planning and portfolio management, with investment strategies implemented by its affiliated sub-advisor, RBC Rochdale, and is integrated within a broader financial services group affiliated with a bank parent and related entities.

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.

Veronika Saparova is a financial professional at NWF Advisory Services Inc with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, Sage Point Financial, and Osaic Wealth, Inc. Outside of her advisory work, she sells clothing and accessories on the Poshmark platform as a hobby. NWF Advisory Services manages approximately $6.4 billion in client assets, serving primarily individual and high-net-worth clients through a network of over 100 advisors. The firm employs a technology-driven, open-architecture platform using various portfolio management strategies and offers financial planning and retirement plan consulting services.

Sasan Faiz is a financial advisor with Morton Wealth, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Morton Capital Management since 2008. Morton Wealth is an SEC-registered, multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm employs standardized strategies set by an internal Investment Committee while customizing portfolios to client objectives, focusing on risk management and volatility reduction.

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.

Justin Dyer is a CFP® and CFA® with 15 years of experience in financial advising. He is currently with AWM Capital, LLC, where he has worked since 2019, and he also owns AWM Ventures LLC, a separate venture capital investing business. His prior experience includes roles at Bridge Advisory LLC, Waypoint Wealth Partners, and LPL Financial. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, offering fee-based investment management and comprehensive financial planning. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios, and it sponsors private funds through its AWM Ventures affiliate.

Davis Aldana is a financial advisor with Perennial Financial Services in Los Alamitos, CA, holding a Series 66 credential and 18 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and LPL Financial. Aldana also operates Perennial Legacy Insurance Solutions, an insurance-related business. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management, financial planning, and retirement plan consulting, utilizing multiple platform relationships and third-party managers to tailor portfolios and manage held-away defined-contribution accounts.

Nicholas Lentini is a financial advisor at Continuum Advisory, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including OSAIC, Triad Advisors, and Signator Investors, Inc. In addition to his advisory role, he has owned and operated Lentini Financial Advisory since 1996 and serves as an instructor at College of the Canyons. Continuum Advisory serves individual and institutional clients with financial planning, consulting, and discretionary portfolio management. The firm utilizes mutual funds, ETPs, individual securities, model portfolios, and third-party managers, and offers retirement plan consulting including ERISA fiduciary services.

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.

Mario Govic is a financial advisor with Ausdal Financial Partners, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Ausdal in 2025, he spent 13 years with Arete Wealth Advisors LLC and Arete Wealth Management LLC. Outside of his advisory role, Govic is involved in managing multiple investment-related entities and owns a hospitality company that oversees rental and charter services. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across a range of asset classes.

Katherine Ehlers is a financial advisor at Hilltop Securities Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hilltop Securities since 2022, following nine years at D.A. Davidson & Co. and prior roles at Crowell, Weedon & Co. and Stone & Youngberg LLC. Outside of her advisory career, she owns and operates KatyErin Photography, providing event and wedding photography services. Hilltop Securities serves both individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity advisory solutions. The firm combines custody, banking, and market-making capabilities while delivering advisory services on an open-architecture platform using third-party and firm-sponsored strategies.

Christopher Kiely is a financial advisor at Mutual Advisors, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at Mutual Advisors since 2013, also maintaining affiliations with Mutual Securities, Inc. and Thomas Kiely. Outside of his advisory role, he is the managing member of Kiely Tax Consulting, a tax preparation and consulting business. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios using both active and passive strategies with an emphasis on diversification and client-aligned objectives, supporting a range of account types and employing multiple analytical approaches.