Bernard Obrien is a financial advisor with Wedbush Securities Inc. and holds a Series 63 designation. He has 38 years of industry experience and has worked with Wedbush Morgan Securities Inc. since 1989. Outside of his advisory role, he has been associated with Woodcrest Country Club for over three decades. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk profiles.

Michael Amash is a financial advisor at Westmount Partners, LLC with 23 years of industry experience. He holds a Series 63 designation and previously worked at Westmount Asset Management from 2002 to 2011. Westmount Partners, LLC provides investment advisory and discretionary portfolio management 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 investments such as private and interval funds, serving as a private fund adviser and sub-advisor for multi-manager private funds launched since 2019.

Samuel Adams is a financial advisor at Kinetic Investment Management, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kinetic since 2019. Prior to that, he was with Foundations Investment Advisors, LLC for two years and has been involved with RTA & Associates Financial & Insurance Services since 2009, where he serves as Director of Sales & Marketing. Kinetic Investment Management is a registered investment adviser serving individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $348 million in assets across about 1,250 client relationships, employing a mix of analytical methods with a primary long-term trading orientation and providing portfolio management, financial planning, sub-advisory, and educational services.

Brian Hsieh is a financial advisor at RBC Securities, Inc. with 16 years of industry experience. He holds the CFA® designation as well as Series 65 and Series 63 licenses. Prior to joining his current firm, he worked for Wells Fargo Investments, LLC for 17 years and has been with City National Rochdale for the past 7 years. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates portfolio management and financial planning within a broad financial services group affiliated with a bank, offering a range of investment solutions and related services.

Randall Bishop is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 credential and 20 years of industry experience. He has worked at ChangePath, LLC since 2020 and Sorrento Pacific Financial, LLC since 2009, with prior experience at Partnervest Advisory Services. In addition to his advisory work, he maintains a private law practice focused on trust administration, wills and trusts, tax law, and estate planning. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option-based strategies, offering tailored portfolio management through a large network of Investment Adviser Representatives.

Richard Mc Whorter is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Citigroup Global Markets. Outside of his advisory work, he is involved with Electric Jane, a live music private membership club in Nashville. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Eric Miller is a Series 66-licensed financial advisor at Northern Trust Securities, Inc. with two years of industry experience. Prior to joining Northern Trust Securities in 2026, he worked at Edward Jones and MassMutual Life Insurance Company. His work history also includes roles unrelated to finance, such as involvement with Britton Christian Church and Turning Point USA. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven, discretionary portfolio management through Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs, integrating proprietary and third-party investment products with annual portfolio reviews.

Monte Traficante is an investment advisor representative at Siebert AdvisorNXT, LLC, with 33 years of industry experience. He has worked at Muriel Siebert & Co., LLC and Stockcross Financial Services, Inc. Prior to his current dual role split between Siebert AdvisorNXT and Muriel Siebert & Co., he spent 13 years at Stockcross Financial Services. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based platform employing Modern Portfolio Theory with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management.

Alireza Zamani is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, with 21 years of industry experience. He holds the Series 66 designation and previously worked at Purshe Kaplan Sterling Investments for six years. Outside of advising, he is a fixed insurance agent. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, private funds, and registered investment companies. The firm offers financial planning, portfolio management, alternative strategies, and access to private placements, employing proprietary and custom model portfolios monitored by its Institute of Portfolio Management & Economic Strategy.

Garrett Devine is a financial advisor at Belpointe Asset Management LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Belpointe since 2018, previously working at Kestra Financial Services. He serves as a board member of Los Angeles Community College. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of advisory relationships.

Matthew Montefusco is a financial advisor at Golden State Wealth Management, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Miracle Mile Advisors, Wells Fargo Bank, Pinnacle Capital Management, Bowen Advisors, and served in a role at the University of California, Los Angeles. Montefusco also provides administrative support to Golden State Wealth Management through a related business activity. 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 emphasizes discretionary portfolio management and utilizes various analytical approaches and third-party managers, mainly billing clients based on assets under management.

Dilys Chang is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior work includes roles at Providien Machining & Metals, Inc., Gkn Bandy Machining, Inc., and Investment Advisors International, Inc. She has also been involved with Global View Capital Advisors, LLC and Global View Capital Insurance Services, LLC since 2015. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and an integrated execution platform.

Robert Venezia is a financial advisor with SteelPeak Wealth, LLC in Encino, CA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Prior to joining SteelPeak in 2023, he spent 15 years at Key Asset Advisors and 16 years with the Key Investment Team. SteelPeak Wealth serves a diverse client base, including individual investors, pension plans, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, utilizing proprietary model portfolios and conducting due diligence on privately placed securities for eligible clients.

Stephen Ting is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at Verity Financial and Insurance Services, LifePro Asset Management, and other firms. Outside of Gradient Advisors, he owns and operates Verity Wealth Group and Seel Capital Inc, engaging in financial planning, income planning, and accounting activities. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model with fundamental, technical, and cyclical portfolio analysis.

Michael Burr is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Westmount Asset Management LLC, Mariner Wealth Advisors LLC, AdvicePeriod LLC, and Resolution Economics LLC. Westmount Partners, LLC provides investment advisory, discretionary portfolio management, and financial planning services to individual and institutional clients. The firm focuses on tailored asset allocation using mutual funds, managed strategies, and alternative investments, including private and interval funds, and is recognized for managing multi-manager private funds and pooled investment vehicles.

Shirley Tan is a financial advisor with Perennial Financial Services, holding a Series 66 designation and 18 years of industry experience. She has worked at Perennial Investment Advisors LLC since 2017 and previously was with Lake Avenue Financial, LLC and LPL Financial, LLC. Outside of her advisory role, she holds a real estate license and is involved in insurance sales through Perennial Legacy Insurance Solutions. 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 utilizes a range of investment vehicles and integrates technology such as AI tools and third-party platforms to enhance portfolio management and client service.

Robert Hoffman is a financial advisor at Snowden Capital Advisors LLC with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Snowden since 2014. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm provides discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection, combining multi-team scale with institutional capabilities.

Isaak Ottmar is a financial advisor at Westmount Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Wolfies, Target, FedEx, and Fruci and Associates. Ottmar also spent over a decade at Liberty High School prior to his financial services career. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, and trusts. The firm focuses on mutual funds and managed strategies, supplementing portfolios with private and interval funds, and serves as a private fund adviser and sub-adviser while managing pooled investment vehicles.

Brendan Finneran is a financial advisor with SteelPeak Wealth, LLC in Los Angeles, CA, holding a Series 65 credential and five years of industry experience. Prior to joining SteelPeak Wealth Management in 2021, he worked for Rampart Investment Management from 2008 to 2021. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, and access to alternative investment strategies through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Kathleen Gilmore is a CFP® certificant with 24 years of industry experience. She has been with Clifford Swan Investment Counselors since 2007, initially joining the firm’s predecessor and continuing through its current form. Clifford Swan Investment Counselors serves individuals, charitable institutions, foundations, pension and profit-sharing plans, and business owners, managing approximately $4.48 billion in client assets. The firm emphasizes fundamental research and long-term, diversified portfolio construction, with selective use of sub-advisers to tailor solutions to client needs.