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.

Nolan Alinsod is a financial advisor at Aspiriant, LLC with four years of industry experience. He holds a Series 65 designation and has been with Aspiriant since 2021. Prior to his advisory role, he held positions at AdventHealth and several educational institutions including Walla Walla University and Glendale Adventist Academy. Aspiriant primarily serves high-net-worth individuals and families, as well as professional fiduciaries and select institutional clients. The firm offers comprehensive wealth management services, including investment management, tax and estate planning, and family office support, utilizing a customized investment approach that incorporates internal research and a variety of investment options.

Kevin Ryan is a financial advisor with NWF Advisory Services Inc. based in Los Angeles, CA. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Since 2005, he has worked with NWF Advisory Group and NWF Advisory Services, and he is also involved with OSAIC. Ryan owns a sole proprietorship providing life and health insurance and serves as a financial professional under the DBA Artisan Capital Partners. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, model portfolios, unified managed accounts, financial planning, and retirement plan consulting through a technology-driven, open-architecture platform.

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.

Mindy Tankel is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Los Angeles. She has been with Aspiriant and its predecessor firms since 2017 and previously worked at Greenberg Graham Advisors LLC from 2013 to 2017. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, and family office services. The firm offers customized investment programs and specialized wealth services including accounting, tax and estate planning, and targeted consulting.

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 with 15 years of industry experience. He holds a Series 65 designation and previously worked at Westmount Asset Management from 2008 to 2011. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm emphasizes tailored asset allocation using mutual funds, managed strategies, and alternative private funds, while also acting as a private fund adviser and sub-advisor for multi-manager private funds.

Jacob Kok is an advisor at Signature Investment Advisors, LLC in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. Prior to joining the firm, he was employed at SES LLC and SIA LLC, following time as a student. 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 combines strategic macro asset allocation with tactical micro allocation, utilizing both discretionary and non-discretionary offerings supported by quantitative and qualitative research.

Brian Altounian is a financial advisor at Vanderbilt Advisory Services in Calabasas, CA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Vanderbilt, he was with Miramontes Capital, LLC and has been self-employed since 2015. He is also the owner and founder of Harbor Light Financial Strategies, LLC, where he focuses on insurance sales and financial education. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis and offers a range of portfolio management and financial planning services, supported by an integrated advisory and retirement-plan administration platform.

Meghan Pinchuk is a CFP® and CFA® with 16 years of industry experience. She has been with Morton Capital Management since 2013. 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 services, using standardized strategies customized to client objectives with a focus on risk management and volatility reduction.

Bryan Phelan is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Morton Wealth, he worked at US-LBM, Flanders Inc, Phelan Auto Group, and Polay and Clark. Outside of his advisory role, he is a partner in Lake Tahoe Luxury Restrooms, a business providing portable restroom trailer rentals for events. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by offering customized investment management, financial planning, and business consulting. The firm employs modern portfolio principles with an emphasis on diversification and risk management, combining quantitative and qualitative manager research to implement client objectives.

Michaela Hurtienne is a CFP® professional with seven years of industry experience, currently serving as an Associate Advisor at SEIA. Her prior experience includes roles at SES Inc., Royal Alliance, and Techstyle Fashion Group. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individual, trust, retirement plan, and institutional clients. The firm combines strategic asset allocation and tactical security selection through a structured investment process, offering a range of portfolio management and financial planning services with a focus on both discretionary and non-discretionary management.

Arielle Anderson is a financial advisor with Westmount Partners, LLC in Los Angeles, holding Series 63 and Series 65 designations and 18 years of industry experience. She has worked at Westmount Asset Management LLC since 2017 and previously held roles at VP Distributors LLC and Kayne Anderson Rudnick Investment Management. Westmount Partners, LLC provides investment advisory and portfolio management services to a range of individual and institutional clients. The firm constructs portfolios using mutual funds and managed strategies, incorporates alternative investments through private and interval funds, and manages multi-manager private funds with a unique fee structure that includes performance-based fees for institutional investors.

Jordan Dillon is a financial advisor with Wedbush Securities Inc. based in Woodland Hills, CA. He holds a Series 66 designation and has been with Wedbush Securities since 2023. His prior experience includes roles outside the financial industry, such as panelist for LPCC Movement and work with CNN. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutions, offering a range of portfolio management and research services.

Kefira Bar Golani is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her career includes roles at City National Securities, Inc., Citigroup Global Markets Inc., and JP Morgan Securities LLC. Outside of her advisory work, she writes books and ghostwrites as a hobby and crochets accessories that she sometimes sells to friends. 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 its advisory services with a broad financial services group affiliated with a bank parent, offering delegated investment management through an affiliated sub-advisor and a range of custodial and cash-management features.

Imagbe Odigie is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Wealthcare in 2026, Odigie worked at Quoin Advisors LLC and Quoin Capital LLC, and is also involved with Meet Me In The Cloud INC, where he has been active since 2018. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a broad client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by patented Wealthcare software and a behavioral economics framework, combining quantitative metrics with both passive and active investment strategies.

Bradley Glasman is a financial advisor with Hilltop Securities Inc. holding a Series 63 designation and 42 years of industry experience. He has been with Hilltop Securities for over two decades, including his current tenure since 2022 in Sherman Oaks, CA. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions. The firm combines custody, banking, and market-making capabilities with an open-architecture platform that includes both third-party and firm-sponsored investment strategies.

Aidan Flynn is a financial advisor at SEIA with a Series 66 designation and one year of industry experience. Prior to joining SEIA, he worked at Skechers USA and Skyhawk Sales Consultants Inc. from 2020 to 2026. SEIA is a multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm employs a six-step investment process combining strategic asset allocation, tactical micro-allocation, and both quantitative and qualitative security selection, offering a range of managed portfolio and financial planning services.

Vayle Floria is a financial advisor with NWF Advisory Services Inc in Orange, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Prior to joining NWF Advisory Services, Floria worked at Royal Alliance from 2017 and NATIONAL PLANNING CORPORATION from 2009. Outside of advisory work, Floria is involved in managing a real estate investment LLC and operates a fixed insurance sales business as a sole proprietor. NWF Advisory Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and utilizes an open-architecture wealth management platform combining advisor-managed and third-party model portfolios with strategic long-term and short-term investment approaches.

Eddie Khachikian is a financial advisor at Mutual Advisors, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and several advisory services firms. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors, offering asset management, financial planning, and consulting services. The firm manages portfolios using a combination of active and passive strategies tailored to client objectives and is notable for its extensive institutional work and specialized operational features.