Michael Mahony is a financial advisor at SEIA with a Series 66 designation and experience at several firms including CEPRES GmbH, Third Bridge Ltd., and Evoke Advisors. He has also spent time at Pepperdine University. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm employs a research-driven investment process combining strategic asset allocation with tactical adjustments, offering both discretionary and non-discretionary managed-account programs.

Victoria Dyson is a financial advisor at Westmount Partners, LLC with 11 years of industry experience. She holds the Series 65 designation and has been with Westmount Asset Management since 2016. Prior to that, she worked at Capital Bank and Trust Company for one year. Westmount Partners provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, non-profits, estates and trusts, and corporations. The firm also advises private investment funds and manages pooled vehicles, offering multi-manager structures and operational due diligence, which distinguishes it within the multi-team advisory space.

Thomas Baker is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Composition Wealth, LLC and previously worked at Blue Oak Capital LLC for 26 years. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, and businesses. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and various alternative investments when appropriate.

Rick Harbus is an investment advisory representative with HBW Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior work includes roles at CETERA Advisor Networks LLC and HBW Securities LLC. Outside of his financial advisory career, Harbus owns a business specializing in automobile restoration and is involved in several entrepreneurial ventures, including partnerships in coffee and consulting firms. HBW Advisory Services manages approximately $1.75 billion in client assets, serving individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach that combines tactical asset allocation, fixed income, and multi-manager diversification, with a notable client servicing model that includes institutional and intermediary roles as well as unique offerings like wrap-fee portfolios through Betterment Institutional.

Michael Wilson is a CFP® with over 31 years of experience in the financial services industry. He is affiliated with NWF Advisory Services Inc and has held long-term roles at both Osaic and The Guardian Life Insurance Company. Outside of advisory work, he owns Helix Benefit Consultants, a life and health insurance business licensed in Montana and California. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust services. The firm employs an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios, emphasizing strategic long-term investing with some tactical options.

Brian Bedord is an investment advisor representative with NWF Advisory Services Inc in Orange, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at OSAIC Wealth, Inc and National Planning Corporation, and owns Abacus Advisory Services, Inc, which provides tax return preparation and consulting services. NWF Advisory Services, Inc. manages approximately $3.82 billion in assets and offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm utilizes an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios with a focus on strategic long-term investing alongside tactical strategies.

Chad Bates is a financial advisor with SEIA, holding CFP® and Series 66 designations and possessing 23 years of industry experience. He has worked at SEIA since 2003, with prior roles at Signator Investors Inc., Royal Alliance Associates, INC., and SES LLC. Bates holds a California insurance license, which he uses to communicate with clients about insurance products within their investment portfolios. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of over 130 advisors managing approximately $22.5 billion in assets. The firm employs a six-step, client-driven investment process supported by research and an Investment Committee, offering both discretionary and non-discretionary managed account programs alongside comprehensive financial planning and retirement consulting.

Devin Shaeffer is a financial advisor with Perennial Financial Services in Fresno, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Capital Financial Services, Inc., LPL Financial, and ownership of Shaeffer Private Wealth Management and Perennial Legacy Insurance Solutions. Outside of finance, he is involved in music performance and management as a business owner. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and businesses. The firm offers discretionary asset management and financial planning with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor portfolios and retirement solutions.

David Snyder is a financial advisor at Citizens Private Wealth with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley in various capacities from 2007 to 2026. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer combined with quantitative and qualitative research.

Trevor Wade is a financial advisor at Citizens Private Wealth with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as treasurer for the Dollar Youth Initiative, a nonprofit focused on sports and education. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, business entities, trusts, estates, charitable organizations, and endowments. The firm offers discretionary and non-discretionary investment management within an open-architecture framework and provides additional services including tax and estate structuring and business consulting for multigenerational family and closely held business matters.

Kory Keith is a financial advisor at Perennial Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Kate Somerville Skin Health Experts, and The Ritz-Carlton Spa in Los Angeles. Keith also provides administrative support to Perennial Investment Advisors, LLC, an independent investment advisor firm. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides individualized portfolio management as a fiduciary, utilizing multiple platform relationships and third-party managers to tailor investment solutions and retirement plan consulting.

Michael Kriechbaum is a financial advisor with Capital Analysts based in Woodland Hills, CA. He holds Series 65 and Series 63 licenses and has nine years of industry experience. His prior roles include positions at Lincoln Investment, Pruco Securities, LLC, Prudential Insurance Company of America, and Jack Keeter & Associates, Inc. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm utilizes an in-house Investment Management & Research team to guide portfolio decisions and offers discretionary and non-discretionary management through various programs and strategies.

Ceasar Garvida is a CFP® and Series 66-registered advisor with 15 years of experience in financial services. He currently works at SteelPeak Wealth, LLC, where he has been since 2020, and previously held roles at Prepared Capital and Morgan Stanley entities. SteelPeak Wealth, LLC serves a diverse range of clients including individual investors, pension plans, trusts, family offices, and registered investment companies. The firm offers financial planning, portfolio management, alternative investment consulting, and uses proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Michael Janis is a financial advisor at SteelPeak Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Baker Tilly Wealth Management, Squar Milner Financial Services, and Madison Avenue Securities. SteelPeak Wealth 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 consulting, utilizing proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

David Patton Jr. is a financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and 17 years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of his advisory role, he is a landlord managing a rental property in Los Angeles. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with portfolio management delegated to an affiliated sub-advisor using a range of investment vehicles. The firm is distinguished by its integration within a broad financial services group affiliated with a bank parent and related entities offering a variety of financial services.

Kristin Dillon is a CFP® professional with five years of experience at Morton Wealth in Calabasas, CA. Prior to joining Morton Wealth, she spent nine years working at KD Hair. 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 employs standardized investment strategies customized to client objectives, focusing on risk management and volatility reduction through diversified portfolios including mutual funds, ETFs, and alternative investments.

Glen Nam is a CFA® charterholder with 14 years of industry experience. He has been with Genter Capital Management since 2011. The firm provides continuous investment supervisory services to a diverse client base including individuals, high net worth households, pension plans, foundations, trusts, corporations, and government entities. Genter Capital Management combines fundamental company and industry analysis with quantitative fixed income techniques and manages equity and fixed-income strategies, including municipal bonds, across a registered fund and several ETFs.

Calvin Tseng is a Certified Financial Planner (CFP®) with eight years of industry experience. He is currently associated with SEIA and has previous experience at Royal Alliance Associates, Inc. and CETERA Advisor Networks LLC. Tseng has also been involved with the University of California, Santa Barbara for a decade. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients. The firm manages approximately $22.5 billion in assets through a client-driven investment process that combines strategic and tactical allocation methods, offering both discretionary and non-discretionary management options across multiple programs.

Alexander Hall is a financial advisor at Genter Capital Management with 28 years of industry experience. He holds the Series 66 designation and has worked at Quasar Distributors, LLC since 2001. Based in Los Angeles, CA, he is part of a multi-team firm with a total of 21 advisors. Genter Capital Management provides discretionary investment supervisory services to individual and institutional clients, including pension and profit-sharing plans, foundations, trusts, investment companies, and government entities. The firm combines fundamental company analysis with quantitative valuation and fixed-income techniques to manage equity and fixed-income portfolios and serves as adviser to the Genter Capital Dividend Income Fund as well as sub-advisor to several ETFs.

Sean Pitstick is a financial advisor at Mission Wealth Management, LP with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Mission Wealth in 2025, he worked at American Century Investment Services, Inc. and State Street Global Advisors in various roles from 2022 to 2025. Mission Wealth Management is a multi-team SEC-registered advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm provides a range of wealth management and planning services through a tiered service model and emphasizes long-term investment strategies incorporating ETFs, mutual funds, alternative investments, and third-party sub-advisors.