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.

Joel Hahn is a financial advisor at One Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA and TIAA-CREF Individual & Institutional Services, LLC for 13 years. Outside of his advisory role, Hahn volunteers with Shepherd of the Valley, a nonprofit organization focused on fundraising for education costs. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm employs a macroeconomic and fundamental research-driven investment process, managing globally balanced portfolios that combine active large-cap equity management, ETFs, and diversified fixed income.

Samantha Bakke is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 66 credentials and 15 years of industry experience. Her prior experience includes roles at J.P. Morgan Securities LLC and Wells Fargo Clearing Services, LLC. Outside of finance, she was involved with Awakened Yoga Global Healing Center for three years. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm employs a globally balanced investment approach that combines active management of large-cap equities, ETFs, and diversified fixed income guided by macroeconomic analysis and fundamental research.

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.

Jacob Hungarter is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC, as well as experience in digital health and surgical video solutions. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, emphasizing a long-term investment approach using low-cost, diversified mutual funds and ETFs alongside individual securities and alternative investments. The firm manages approximately $9.47 billion in discretionary assets and operates with a multi-advisor structure.

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.

Julie Vuong is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 10 years of industry experience. She holds a Series 66 designation and has worked at Gerber Kawasaki since 2017. Her prior experience includes roles at LPL Financial and Lethemon Financial. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual and institutional clients, offering wealth management, financial planning, and pension consulting. The firm employs tailored portfolio strategies with techniques such as tax-loss harvesting and active stop-loss management, and it also acts as sub-adviser to an actively managed growth-focused ETF.

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.

Anthony Turcotte Jr. is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes 15 years at Massmutual and MML Investors Services, followed by roles at WCG Wealth Advisors and LPL Financial since 2017. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways through advisor-attorney relationships and third-party referrals.

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.

Linda Anschultz is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at Golden State Wealth Management since 2017 and previously at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for a combined 18 years. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily provides discretionary portfolio management, constructing tailored portfolios through various analytic approaches and utilizing third-party managers and model portfolios.

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.

Amy Fontinelle is a financial advisor at Core Planning with over 20 years of experience in the industry. She holds a Series 65 designation and has been associated with her own practice since 2006 before joining Core Planning in 2026. Core Planning offers fee-only financial planning, wealth management, and portfolio management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) advisory services for qualified retirement plans. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives, risk tolerance, and time horizons.

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.