Calvin Tseng is a CFP®-designated financial advisor with eight years of industry experience. He is currently with SEIA in Los Angeles and has previously worked at Royal Alliance Associates, INC., and CETERA Advisor Networks LLC. Tseng is also affiliated with the University of California - Santa Barbara. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform. The firm’s investment approach combines strategic asset allocation with tactical adjustments, primarily managing assets on a non-discretionary basis, and offers a range of advisory services including investment management, financial planning, and retirement plan consulting.

Sanjay Sharma is a CFA® charterholder affiliated with Forum Financial Management, LP and has experience dating back to 2015. He has held roles at Forum Financial Management since 2023 and is the founder of SP Sharma Consulting LLC, a technology consulting firm. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, offering model portfolios and back-office services with a focus on Modern Portfolio Theory and primarily using DFA institutional mutual funds and ETFs.

Seungnam Lee is a financial advisor at Wedbush Securities Inc. with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wedbush Securities since 2015, including a role at Wedbush & Co., LLC since 2024. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, combining capital markets, wealth management, and prime services with approximately $5.68 billion in regulatory assets under management.

Michael Aaron is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Wedbush Securities since 2012. 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 capital markets functions. The firm manages approximately $5.68 billion in regulatory assets and provides both discretionary and non-discretionary managed accounts alongside commission-based brokerage arrangements.

Leah Woods is a financial advisor at RBC Securities, Inc. with five years of industry experience. She holds a Series 66 designation and previously worked at City National Securities, Inc. and ATB Securities Inc. Outside of her advisory role, she co-owns a small non-investment rental business with her husband. 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 an affiliated sub-advisor using a range of mutual funds, ETFs, and separately managed accounts.

Raphy Timour is a financial advisor at Sovran Advisors, LLC with one year of industry experience. He has been associated with Pontrelli, Timour & Associates, Inc. since 2003. Outside of his advisory role, he is a partner in Soteria Business Solutions, a human resource outsourcing company. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of about 53 advisors, offering customized portfolio management and a range of investment solutions.

Mateo Pastrana is a financial advisor at RBC Securities, Inc. with two years of industry experience. Prior to joining RBC Securities, he worked at City National Securities, Inc. from 2022 to 2025 and has educational experience at the University of Southern California and The American University. Outside of his advisory role, he works as a contractor for Rover, providing dog walking and pet sitting services. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to its affiliated sub-advisor, RBC Rochdale. The firm is part of a broad financial services group affiliated with a bank and related entities, providing integrated service offerings and intercompany referral arrangements.

Dylan Wensley is a financial advisor at Westmount Partners, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Westmount Asset Management since 2021. Prior to his current role, his background includes positions at The Webb Schools, Occidental College, and The Diamond Center. Westmount Partners, LLC provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, non-profits, and corporations. The firm manages approximately $5.2 billion and emphasizes portfolios constructed with no-load mutual funds and other pooled vehicles, offering alternative and private investment options for qualified investors.

Jacob Berkman is a financial advisor at Kinetic Investment Management, Inc. in Los Angeles, CA, holding a Series 65 designation. He has been with Kinetic since 2025 and has prior experience at NYLIFE Securities LLC and New York Life Insurance Co. He also worked in residential development and retail before entering the financial services industry. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with approximately $348 million in assets under management. The firm uses a combination of analytical methods within a primarily long-term trading approach and offers services including portfolio management, financial planning, and sub-advisory support.

Sam Sy is a financial advisor at Packerland Brokerage Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Foresters Equity Services, Inc. from 2010 to 2018. Outside of his advisory role, he sells health and travel insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through multiple platforms, including Hilltop/Envestnet, and manages over $900 million in client assets.

Rachel Vega is a CFP® professional with four years of experience in financial advising. She is currently with Mariner Independent, having previously worked at Northern Trust and HSBC. Vega is also involved as a pro bono planner with The Foundation for Financial Planning, a nonprofit organization. Mariner Independent serves individuals, including high-net-worth clients, as well as institutional entities such as pension plans and charitable organizations. The firm offers a range of financial services through a large network of advisors, utilizing both model portfolios and customized strategies supported by affiliated businesses and third-party managers.

Caroline Rakness is a financial advisor at Coppell Advisory Solutions LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at CreativeOne Wealth, Searchlight Investments, and Beverly Drive Financial & Insurance Solutions, where she also serves as a licensed insurance agent. Rakness has taught basic finance at Torrance Adult School and Santa Monica Community College. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to a diverse client base, including individuals, trusts, and charitable organizations. The firm uses an open-architecture platform with tailored investment strategies, combining fundamental and technical analysis across a wide range of asset classes and regularly rebalancing portfolios.

Joshua Fredendall is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, with eight years of industry experience. He holds a Series 66 designation and has previously worked at Steel Peak Wealth Management, Bank of America, and Merrill Lynch. Westmount Partners provides discretionary portfolio management and financial planning to individuals, high-net-worth households, and various institutional clients. The firm manages approximately $5.2 billion and offers access to diversified private fund-of-fund structures alongside traditional pooled investment vehicles.

Luke Miller is a financial advisor with RBC Securities, Inc. in Los Angeles, CA. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at City National Securities, CNR Securities, City National Rochdale, and EnRich Financial Partners. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm uses an affiliated sub-advisor for portfolio management and provides financial planning, ongoing reporting, and custodial services.

Noah Stomberg is a financial advisor at RBC Securities, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Equitable Advisors, LLC. Outside of finance, he has been involved with Fieldings Local Kitchen & Bar. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee advisory program. The firm manages portfolios using mutual funds, ETFs, SMAs, and individual securities, and operates within a broader financial services group affiliated with a bank and related entities.

Michael Powers is a financial advisor with Wedbush Securities Inc. in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He previously worked at McDonald Partners LLC for 13 years before joining Wedbush Securities in 2025. Wedbush Securities serves a diverse client base that includes individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered advisory services, including wealth management, fixed income, commodities, securities lending, and capital markets, supported by extensive clearing, custodial, and prime services capabilities.

Stephen Ching is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at Wedbush Securities since 2010 and concurrently at Skyline Financial Corp since 2008. In addition to his advisory roles, Ching is also employed as a mortgage loan originator with US Bank. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions. The firm offers a range of brokerage and SEC-registered investment advisory services, managing approximately $5.68 billion in regulatory assets and providing solutions across wealth management, fixed income, commodities, and capital markets.

Andrew Daze is a financial advisor with Wedbush Securities Inc. in Pasadena, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wedbush, he worked at Eagle Rock Italian Bakery & Deli for two years and has experience in editing, plastics manufacturing, and hospitality. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers both brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services.

Derek Ruan is a financial advisor at SteelPeak Wealth, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Signature Estate & Investment Advisors LLC. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, and family offices. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement investment consulting, implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Riley King is a financial advisor at SEIA in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. Prior to joining SEIA, King worked briefly at Brighton Jones. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, utilizing a combination of strategic macro asset allocation and tactical adjustments guided by an internal Investment Solutions Group and Investment Committee.