Nathan Gierke is a financial advisor at Wedbush Securities Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Equitable Advisors, and KOBO Retirement Strategies. From 2020 to 2022, he was involved with multiple entities including Sootchy, Inc. and Sootchy Securities, LLC. 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 wealth management, fixed income, commodities, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

Mitchell Loewenberg is a financial advisor at Wedbush Securities Inc. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, TD Ameritrade, and National Funding. Outside of his advisory role, he serves as treasurer for a local networking group, Business Network International, in Carlsbad, CA. 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, supporting commodities and derivatives activities.

Aidan Flynn is a financial advisor at SEIA in Los Angeles, CA, holding a Series 66 designation. He has one year of industry experience and previously worked at SES LLC and Skechers USA. 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 offers investment management, financial planning, retirement plan consulting, and investment consulting, with an investment process driven by an in-house Investment Solutions Group and Investment Committee.

Cheryl Rigali is a financial advisor with RBC Securities, Inc. in Pasadena, CA, holding a Series 66 designation and 15 years of industry experience. She previously worked at Merrill from 2013 to 2016 and has been with City National Securities, Inc. since 2016. Outside of her advisory role, she is an assistant soccer coach for the American Youth Soccer Organization and serves as a financial reviewer for the PTSA at Hugo Reid Elementary School. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor, RBC Rochdale. The firm combines financial planning, portfolio management, and ongoing reporting within a broad financial services group affiliated with a bank and related entities.

Harry Adinata is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior work includes roles at Cetera Wealth Services, BrightHouse Securities, General American Distributors, and MetLife Investors. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management through both discretionary and non-discretionary programs. The firm employs a combination of active and passive investment strategies and offers access to third-party managers and unified managed account platforms.

George Hasbun is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He has been with Clifford Swan Investment Counselors since 2017 and previously worked at Round Hill Asset Management for sixteen years. Outside of his advisory role, he co-owns and serves as Director of Finance for Stepping Stones to Learning, a tutoring services business. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to high-net-worth individuals, charitable institutions, foundations, pension plans, and business owners. The firm employs proprietary fundamental research and credit-focused fixed-income analysis to construct long-term, diversified portfolios and offers specialized services including private investment access and charitable gift vehicle administration.

David Clark is a CFA® charterholder based in Los Angeles, CA, with 28 years of industry experience. He has been with Everett Harris & Co. since 1990. Everett Harris & Co. provides discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs a fundamental analysis and buy-and-hold approach, investing across U.S. and foreign equities, fixed income, commodities, and options, while tailoring portfolios to clients' tax situations and objectives.

Kinta Smith is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Arete Wealth Advisors, LLC. He has worked at Arete since 2018 and previously spent five years with Larson Financial Group, LLC. Outside of providing investment advice, Mr. Smith spends a small portion of his time working as an insurance agent. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis, employing advisor-driven and proprietary rule-based model allocations while also utilizing third-party sub-advisers and maintaining a due-diligence process for recommended managers.

Nobue Weber is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining Wedbush in 2024, Weber worked at U.S. Bank, U.S. Bancorp Investments, Inc., Unionbanc Investment Services, and Union Bank. 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 types. The firm combines broker-dealer and capital markets functions with clearing, custodial, and prime services, supporting a range of managed account and commission-based brokerage arrangements.

Natalie Glover is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. She has been with Westmount Partners since 2019 following her education at Occidental College. Westmount Partners, LLC provides discretionary portfolio management and financial planning to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion across 1,400 clients, emphasizing portfolios constructed with no-load mutual funds and pooled vehicles, and offers access to alternative and private investments for qualified investors.

Michael Van Kleeck is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and 65 licenses and bringing 29 years of industry experience. His prior roles include positions at SES Inc., Royal Alliance Associates, Inc., Signator Investors Inc., and internal assignments within SEIA and its related entities. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm’s investment process combines strategic macro asset allocation with tactical adjustments informed by quantitative and qualitative research, managing assets primarily on a non-discretionary basis.

Alex Zepkowski is a CFP® with 15 years of industry experience, currently serving at Kinetic Investment Management, Inc. He has held roles at several firms including Ridgemont Capital, Shuster Advisory Group LLC, and Lake Avenue Financial. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm uses a mix of analytical methods and a primarily long-term trading approach, offering investment options across various asset types including real estate and non-traded real estate investments.

Myles Pritchard is a financial advisor with Advisory Services Network in Los Angeles, CA, holding a Series 66 designation and 28 years of industry experience. He has been with Advisory Services Network since 2016 and previously worked at Concert Wealth Management, Inc for four years. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers various portfolio management and consulting services, using a range of securities and third-party managers to align with clients’ objectives and risk tolerances.

Karen Mcclintock is a CFA® and CIC credentialed advisor with 23 years of industry experience. She has worked at Robertson Stephens Wealth Management, LLC since 2021 and previously spent 13 years at LS Investment Advisors, LLC. Robertson Stephens Wealth Management serves high-net-worth individuals and families, trusts and estates, family offices, charitable organizations, and retirement plans. The firm offers a range of services including portfolio management, financial planning, tax and estate planning, and access to public and private funds, combining individualized advice with centralized investment oversight.

Peter Boyle is a CFA® charterholder with 27 years of industry experience. He has been with Clifford Swan Investment Counsel in Pasadena, CA, since 2010. Clifford Swan Investment Counsel provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, corporate pension and profit-sharing plans, and business owners. The firm’s investment approach is grounded in proprietary fundamental research and credit-focused fixed-income analysis, offering diversified portfolios with access to private investments and specialized services tailored to client objectives.

Charles Robb is a financial advisor with Carnegie Investment Counsel in Los Angeles, CA. He holds the Series 63 and Series 66 designations and has 27 years of experience in the industry. His prior roles include positions at Telos Capital Management, Rnc Genter Capital Management, and IMST Distributors. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, nonprofit organizations, corporations, independent trust companies, government entities, and other investment advisers. The firm employs a variety of analytical approaches and may utilize long- and short-term trading, options, and margin strategies while offering discretionary authority for many accounts and specialized services for retirement plans.

Matthew Jacobson is a financial advisor at RBC Securities, Inc. with one year of industry experience. He holds a Series 66 credential and has previously worked at Equitable Advisors, LLC, Tom James Company, and managed businesses including Matthew Real Estate Investment Services, Joshua J Fine Jewelry, and Leight Heist "Life Heist" Apparel. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm’s investment management is delegated to an affiliated sub-advisor that constructs and implements asset allocation strategies across various investment vehicles, offering discretionary portfolio management integrated within a broader financial services group.

Jonathan Ballenger is a financial advisor at NorthCoast Asset Management LLC in Los Angeles, CA. He holds Series 65 and Series 66 licenses and has recently begun his career in the industry. Prior to joining NorthCoast, he worked at Bluespring Wealth Partners for one year and spent 16 years at Morningstar. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process and offers a diverse range of strategies including equity and fixed income, options-defined outcomes, and alternative interval funds.

Taylor Richmond is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding a Series 66 designation and two years of industry experience. Prior to joining RBC, Richmond worked at City National Securities and CommonGood Securities, and manages an astrology consulting business called Astropolated Visions, LLC. 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’s investment management is delegated to RBC Rochdale, which constructs diversified portfolios and manages accounts on a discretionary, asset-based fee basis.

Celia Meagher is a financial advisor at Brighton Jones LLC in Los Angeles, CA, with 15 years of industry experience. She holds the CFP® and Series 66 designations and has worked previously at Morton Capital Management and Oppenheimer. Outside of her advisory role, she is the founder and owner of Hangurs LLC, a marketplace for moms. Brighton Jones serves high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive wealth-management services through a Personal CFO model and family office offerings. The firm combines discretionary and non-discretionary investment management with private-investment opportunities and offers administrative and legal support services through affiliated entities.