David Bender is an Investment Advisor Representative at Siebert AdvisorNXT, LLC with 43 years of industry experience. He has held positions at Muriel Siebert & Co., Inc., Stockcross Financial Services, Jesup & Lamont Securities Corp, Moors & Cabot, Inc., and Prudential Equity Group, LLC. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform integrating Modern Portfolio Theory, risk-tolerance questionnaires, and access to third-party and independent managers to offer portfolio management within a wrap-fee structure.

Michael King is a financial advisor at Aspiriant, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Truist Advisory Services, GenSpring Family Offices, Merrill, and Goldman Sachs Wealth Services. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning and family office services. The firm offers customized investment programs using a variety of implementation options and provides expanded family office capabilities such as accounting, banking support, and specialized consulting.

Chan Young Lee is a financial advisor with Diversify Advisory Services, LLC, holding a Series 65 designation and beginning his advisory career in 2026. He has prior experience at KLK Capital Management and M. S. HOWELLS & Co. from 2017 onward. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

Lisa Gilmore is a financial advisor at HBW Advisory Services LLC in Simi Valley, CA, with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several related firms including HBW Partners and Cetera Advisor Networks LLC. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach with a focus on risk tolerance, diversification, and the use of third-party money managers, serving a large client base with both retail and institutional services.

Leonard Hirsh is a financial advisor at SEIA with 11 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior work includes roles at Ses LLC, Royal Alliance Associates, Inc., and Sii. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing a structured investment process that combines strategic and tactical allocation overseen by an Investment Committee.

Kevin Rex is a financial advisor with Morton Wealth in Calabasas, CA, holding a Series 65 credential and 11 years of industry experience. He has been with Morton Capital Management, LLC since 2015. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled investment vehicles by providing customized investment management, financial planning, and ancillary services. The firm emphasizes modern portfolio principles, diversification, and risk management, and is notable for its involvement in private funds and tailored client offerings.

Donna Lea is a CFP® professional with 22 years of industry experience, currently serving with Osaic Wealth, Inc. since 2017. Prior to this, she worked at National Planning Corporation for eight years. She is involved in nonprofit work as Vice President of Fundraising for ICIA PTO. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that supports a broad client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services through a large network of financial advisers and utilizes a comprehensive investment process combining risk assessment, asset allocation, and portfolio optimization tools.

Julie Yoon is a CFP® at Westmount Partners, LLC with three years of industry experience. She previously worked at Carnegie Investment Counsel and Laurel Grove Capital before joining Westmount Asset Management in 2020. Westmount Partners, LLC provides investment advisory and portfolio management services to a range of individual and institutional clients. The firm constructs portfolios primarily using mutual funds and managed strategies, while also sourcing and diligencing private and interval funds for alternative exposure.

Anthony Amaradio is a financial advisor with SEIA and holds Series 63 and Series 66 licenses. He has 45 years of industry experience, including long tenures at Select Portfolio Management, Inc. and SELECT Money Management, Inc. Outside of his advisory work, he co-owns an administrative services company and is involved in publishing a financial curriculum for churches, including authoring the book "Faithful with Much." SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a comprehensive investment process combining strategic and tactical approaches and offers a range of portfolio management and financial planning services with an emphasis on non-discretionary management.

William Pierrepont is a financial advisor at First Foundation Advisors in Los Angeles, holding a Series 65 credential with four years of industry experience. He has also held roles at Transamerica and King and Country LLC, where he is involved in insurance brokerage and video production business development, respectively. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, including sub-advisory roles for registered mutual funds. The firm employs an open-architecture, multi-asset investment approach and is affiliated with FirstSun Capital Bancorp, enabling integrated banking and financial product referrals.

Anneliese Johnson is a financial advisor at Moss Adams Wealth Advisors LLC with 28 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Moss Adams Wealth Advisors since 2001, also working with Moss Adams Securities & Insurance LLC since 2005. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets with a core-and-satellite investment approach and customized portfolio strategies.

Jonathan Nicolas is a financial advisor at SEIA with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, Inc. and Signator Investors Inc. He also holds an insurance license and is involved in insurance sales and service alongside his advisory duties. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services, combining strategic and tactical investment approaches through a structured investment process.

Alison Roth is a CFP® and CFA® with five years of industry experience. She is currently with Mariner Independent and has worked at several firms including Mariner Wealth Advisors, AdvicePeriod, LLC, Apexium Financial, Altfest Personal Wealth Management, and Payden & Rygel. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and discretionary management supported by institutional and retirement plan resources through affiliated entities and third-party partnerships.

Semir Amin is an advisor at SEIA with 38 years of industry experience. He holds a Series 63 designation and has worked at Select Money Management, Inc., Securities Equity Group, and Select Portfolio Management, Inc. prior to joining SEIA. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm combines strategic asset allocation with tactical micro-allocation and offers a range of portfolio management and financial planning services, emphasizing non-discretionary management and specialized investment solutions.

Stan Choo is a CFP® professional with 19 years of industry experience, currently with Perennial Financial Services in Los Angeles, CA. He previously worked at Ameriprise Financial Services, Inc. for 13 years before joining Perennial Investment Advisors, LLC and LPL Financial in 2019. He is also involved as an agent with Perennial Legacy Insurance Solutions. Perennial Financial Services provides investment advisory and consulting to individual clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor portfolio allocations and deliver ongoing retirement plan consulting.

Linda Sherman is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and with 37 years of industry experience. Her career includes roles at ClearBridge Investments, Legg Mason, Citigroup Global Markets, and Cheviot Value Management. She is also co-founder of Financially Empowered, a training and consulting business unrelated to securities. Blackridge Asset Management provides financial planning, investment management, and consulting through a network of investment adviser representatives serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management, model portfolios, third-party managers, and estate-planning referrals, utilizing a multi-advisor structure and a range of investment strategies.

Mia Sulak is a financial advisor at Financial & Tax Architects, LLC with two years of industry experience. She holds a Series 65 designation and has operated The Mia Sulak Agency, Inc., an insurance sales business focused on life insurance, since 2014. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, especially those nearing or in retirement. The firm uses proprietary investment strategies with regular account reviews and offers additional services including retirement-plan consulting and educational seminars.

Andrew Douille is a Series 65-licensed financial advisor with Mariner Independent, based in Westlake Village, CA, and has two years of industry experience. His work history includes roles at AdvicePeriod and Investment Operation Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party managers, and retirement plan services, supported by institutional resources and affiliated investment relationships.

Ian Rennick is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation. He has been with Morton Wealth since 2021 and previously worked at GlobalWide Media and American Vision Windows. Morton Wealth is a multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm uses standardized investment strategies tailored to client objectives, focusing on risk management and volatility reduction through a range of investment vehicles including mutual funds, ETFs, and private alternatives.

John Frye is a CFA® charterholder with 23 years of industry experience. He has worked at Carnegie Investment Counsel since 2021 and was previously with Crane Asset Management, LLC for 18 years. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including high net worth individuals, pension plans, nonprofits, corporations, and government entities. The firm employs a variety of analytical approaches and may use both long- and short-term trading strategies, options, and margin when appropriate, emphasizing alignment with client goals through written investment policy statements and ongoing monitoring.