Robert Curtiss is a financial advisor with SEIA in Los Angeles, holding CFP® and Series 66 licenses and bringing 28 years of industry experience. His prior affiliations include Royal Alliance Associates, D.A. Davidson & Co., and SES Inc. He is also involved with Signature Estate & Investment Advisors LLC, an RIA focused on sales and service. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm combines strategic asset allocation with tactical adjustments and offers a mix of discretionary and non-discretionary investment management, financial planning, and consulting services.

David Kanani is a financial advisor at Kinetic Investment Management, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Madison Avenue Securities, LLC, and Global Financial Private Capital, LLC. Kanani is also involved in insurance sales through Advisors Excel and serves as a silent partner in a sleep lab company. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach and utilizes a variety of analytical methods while offering access to diverse asset types, including real estate and non-traded real estate investments.

Todd Goldman is a CFP® with 13 years of industry experience, currently serving at Westmount Partners, LLC. He has been with the firm since 2016, working within its multi-team structure in Los Angeles, CA. 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 across 1,400 clients, focusing on portfolios constructed mainly with no-load mutual funds and other pooled vehicles, while also offering access to alternative and private investments for qualified investors.

Samuel Di Gerolamo is a financial advisor at Kinetic Investment Management, Inc. with a Series 65 credential. He has experience working at Finish Strong Financial Services since 2020 and has held roles in various other firms including Crunch Fitness and 24 Hour Fitness. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a long-term trading approach and utilizes a range of analytical methods, offering exposure to various asset types including real estate and non-traded real estate investments.

Lavinia Boettcher is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at Fidelity Investments and Equitable Advisors. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor, RBC Rochdale. The firm is part of a broad financial services group that includes banking, trust, municipal advisory, and trading businesses, enabling integrated financial solutions.

Audra Mallow is a financial advisor with Integrated Advisors Network LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Integrated Advisors Network since 2016. Outside of her advisory role, Mallow serves as a trustee for the College of William & Mary Foundation and is the president of the University of Chicago Booth School of Business Los Angeles Alumni Board. She is also an advisor and investor in the FinTech company Trinlogix. Integrated Advisors Network is a multi-team SEC-registered investment adviser providing portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a range of investment approaches and often places clients on third-party sub-adviser platforms while overseeing portfolio management and rebalancing.

Michael Ohlson is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Wedbush Morgan Securities Inc. since 1994. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services. The firm combines broker-dealer, capital markets, and prime services functions, with approximately $5.68 billion in regulatory assets under management.

Elliott Hollingsworth is a financial advisor at Clifford Swan Investment Counselors in Pasadena, CA, holding a Series 66 designation with 23 years of industry experience. His prior roles include positions at The Mather Group, LLC, Halbert Hargrove Global Advisors, LLC, and Hollingsworth and Vose. Clifford Swan Investment Counselors serves individuals, charitable institutions, foundations, private corporate pension and profit-sharing plans, and business owners by providing investment supervisory and wealth-planning services. The firm employs proprietary fundamental research for equities and credit-focused fixed-income analysis and offers portfolio management, tax-aware planning, and access to private investments, managing approximately $4.48 billion in client assets.

Harold Pearson is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Wedbush Morgan Securities since 2008. 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 account structures. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, including commodities and derivatives activities.

Kyle Demshki is a CFP® professional with eight years of experience in the financial services industry. He is currently with SEIA and has previously worked at SES LLC, Royal Alliance Associates, INC., SII, and Joel Isaacson & Co., LLC. Demshki is based in Los Angeles, CA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform comprising approximately 140 advisors. The firm combines strategic macro asset-allocation with tactical adjustments using quantitative and qualitative research, offering both discretionary and predominantly non-discretionary investment management alongside financial planning and retirement consulting services.

Brandon Thuott is a financial advisor at Carnegie Investment Counsel with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Rnc Genter Capital Management and Telos Capital Management, Inc. Thuott is based in Los Angeles, CA. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, corporations, independent trust companies, government entities, and other investment advisers. The firm’s investment approach incorporates fundamental, technical, cyclical, charting, and ESG analysis and employs both long- and short-term trading strategies with discretionary and non-discretionary portfolio management options.

Joseph Brandolino is a financial advisor at SteelPeak Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at All World Ventures and Tarantula Hill Brewing Co. SteelPeak Wealth, LLC serves a diverse range of clients including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategy consulting, and access to non-purpose loan solutions, utilizing proprietary model portfolios and conducting due diligence on private investments for accredited clients.

Winston Hau is a financial advisor at RBC Securities, Inc. He holds the Series 66 designation and has approximately three years of experience in the financial services industry, with prior roles at Mass Mutual Investors Services, Boiling Point Group, Inc., and PricewaterhouseCoopers, LLP. 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 a broad range of financial services, including investment management by its affiliated sub-advisor RBC Rochdale, offering discretionary portfolio management with mutual funds, ETFs, SMAs, and individual securities.

Paul Sirois is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Pasadena, CA, with 30 years of industry experience. He holds a Series 63 designation and has worked with firms including Securities America Advisors, Inc. and Foothill Securities, Inc. In addition to his advisory role, he operates an insurance sales business offering traditional life, disability, long-term care, and group health insurance. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management approaches, utilizing a variety of asset types and third-party manager arrangements.

Shiow Yun Wu is a financial advisor at Packerland Brokerage Services, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including CETERA Advisor Networks LLC, Voya Financial Advisors, Inc., and Royal Alliance Associates, INC. Outside of her advisory role, Wu is also engaged in insurance sales as an independent contractor. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through various firm-managed and third-party platforms. The firm offers both discretionary and non-discretionary account management with routine client reviews and employs a mix of separately managed accounts, model portfolios, and automated rebalancing tools.

Alex Kim is a financial advisor with SEIA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Payden & Rygel and Royal Alliance. He also serves as Chief Compliance Officer at SEIA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset-allocation with tactical adjustments using both quantitative and qualitative research, offering primarily non-discretionary investment management alongside modular and comprehensive financial planning.

Brian Johnson is a financial advisor with Composition Wealth, LLC in Los Angeles, CA, holding a Series 66 designation and 12 years of industry experience. He has worked at Composition Wealth since 2020, and previously at Miracle Mile Advisors, LLC and TrustCore. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a variety of clients, including high-net-worth individuals, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by other asset types, and offers fiduciary retirement plan services with a multi-advisor structure managing billions in discretionary assets.

Alex Froloff is a financial advisor at Wedbush Securities Inc. with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America, Merrill, and Principal Securities. Outside of his advisory role, he occasionally participates in Uber Eats deliveries with his son. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and registered investment advisory services across wealth management, fixed income, commodities, and capital markets, and operates multiple managed account programs alongside commission-based brokerage arrangements.

Joy Prefer Cohen is a financial advisor at Blackridge Asset Management, LLC with 37 years of industry experience. She holds a Series 66 credential and has previously worked at ClearBridge Investments LLC and Legg Mason. Outside of her advisory work, Cohen is the owner and designer of a jewelry business and serves on the board of the nonprofit organization Connecting a Caring Community. Blackridge Asset Management provides financial planning, investment management, and consulting services to a range of clients including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a model-based portfolio management approach and offers services through an online platform that integrates multiple affiliated entities and third-party providers.

Michael Mahony is a financial advisor at SEIA with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including CEPRES GmbH, Third Bridge Ltd., and Evoke Advisors. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of roughly 140 advisors. The firm’s investment process combines strategic macro asset allocation with tactical adjustments and features a majority of assets managed on a non-discretionary basis, which is uncommon for firms of its size.