Roya Yeroshalmi is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2014 and has provided regulatory compliance services through Advanced Regulatory Compliance since 2004. Outside of her advisory role, she serves as an independent compliance consultant for the ACA Group. PKS Advisory Services, LLC offers financial planning, consulting, and investment management to individuals, trusts, estates, and business entities, managing approximately $905 million in assets for over 4,400 clients. The firm customizes portfolios based on clients’ risk tolerance, time horizon, and objectives, utilizing a mix of mutual funds, ETFs, independent managers, and individual securities.

Roger Gewecke is a CFA® charterholder with 18 years of industry experience. He has been with Clifford Swan Investment Counselors since 2007. The firm provides investment supervisory and wealth-planning services to a diverse client base including individuals, charitable institutions, foundations, pension and profit-sharing plans, and business owners. Clifford Swan manages approximately $4.48 billion in client assets, employing a research-driven investment approach focused on long-term, diversified portfolios across equities, fixed income, and select private investments.

Farris Mandilawi is a financial advisor at RBC Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at City National Securities, HSBC Securities USA, MUFG Union Bank, and J.P. Morgan Securities. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment advisory and brokerage services within a broad financial services group affiliated with a bank parent, providing financial planning, portfolio management, and ongoing reporting.

Loretta Manzanares is a financial advisor with Snowden Capital Advisors LLC in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Snowden Capital Advisors and its related entities since 2014. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, investment consulting, and customized model portfolios often implemented through third-party managers, supporting a mix of U.S. and non-U.S. investment strategies.

Michael Shotton is a financial advisor at SteelPeak Wealth, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Cantor Fitzgerald & Co. from 2016 to 2023. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, charities, family offices, private funds, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, alternative strategies, and private placement investment consulting, utilizing proprietary and custom model portfolios alongside due diligence on private securities and pooled vehicles.

Susan Koron is a financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her career includes roles at City National Bank, Banc of California, Unionbanc Investment Services, and Union Bank. 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 broader financial services group affiliated with a bank parent and related entities providing a wide range of financial services.

Daniel Voytko is a financial advisor with Sovran Advisors, LLC and holds a Series 66 designation. He has three years of industry experience, including prior roles at CETERA Advisor Networks LLC, Integrative Wealth Partners, MML Investors Services LLC, and MassMutual Life Insurance Company. He also spent time affiliated with the Religious Order of Jehovah's Witnesses. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning, advisory services, and portfolio management across multiple program types. The firm employs a combination of active and passive investment strategies and offers access to third-party managers and unified managed account platforms.

Bradley Poock is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and previously at Stockcross Financial Services from 2012 to 2017. Outside of his advisory role, he is involved with Frosty Palm, a beverage company, contributing 15-20 hours per month without current financial compensation. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with optional dedicated advisor support. The firm utilizes mean-variance optimization and offers both discretionary and non-discretionary account management, with access to third-party managers and unique program features such as a covered-call transition strategy.

Malley Cooper is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, holding a Series 65 designation. Cooper has one year of industry experience, having worked previously at Carpe and completed five years at Duke University. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, family offices, and registered investment companies. The firm employs proprietary and custom model portfolios, offers alternative investment consulting, and manages affiliated private funds and registered interval funds.

Lee Bishop is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 credential and one year of industry experience. He has also worked as an attorney specializing in estate planning through Bishop and Bishop. Prior to entering financial advising, Bishop held roles in legal and public defense positions and the restaurant industry. CreativeOne Wealth, LLC provides fee-based asset management and financial planning services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, including tax-aware and ESG investment options.

Steven Dymant is a financial advisor at SteelPeak Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Sydasha Global Advisors, LLC and Prime Opportunities Investment Group, LLC. Outside of advisory work, he serves on the board of directors for Vigilant Drone Defense, a counter-UAV technology company. SteelPeak Wealth serves a diverse client base, including individual investors, pension plans, trusts, and family offices, providing financial planning, portfolio management, and alternative investment consulting. The firm utilizes proprietary model portfolios and conducts due diligence on private securities for eligible clients, offering a range of investment solutions across multiple asset classes.

Kamyar Kashfi is an investment advisor representative at Siebert AdvisorNXT, LLC with 28 years of industry experience. He has been with Stockcross Financial Services, Inc. since 2005. Kashfi holds the Series 63 and Series 65 designations. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program, offering algorithmic portfolio construction combined with access to dedicated investment advisers and third-party managers. The firm’s approach includes mean-variance optimization portfolios implemented mainly with ETFs and ETNs, and it operates both discretionary and non-discretionary account management.

Charlotte Anten is a CFA® charterholder and holds a Series 63 license, currently working at Clifford Swan Investment Counselors with one year of industry experience. She previously worked at Northern Trust Company for nine years. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, corporate pension and profit-sharing plans, and business owners. The firm employs fundamental research to construct diversified portfolios and offers specialized services including private investment access and charitable trust administration.

David Bender is an Investment Advisor Representative at Siebert AdvisorNXT, LLC., with 43 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2017 and at StockCross Financial Services since 2010. He holds Series 63 and Series 66 licenses. Siebert AdvisorNXT provides investment management primarily to individuals, high-net-worth clients, families, trusts, and certain business entities through a web-based wealth management platform. The firm employs an algorithmic approach based on Modern Portfolio Theory to construct portfolios using low-cost ETFs and ETNs, and offers a mix of discretionary and non-discretionary account management.

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.

Leonard Hirsh is a CFP® professional with 11 years of experience in the financial advisory industry. He is currently with SEIA and has previously worked at Royal Alliance Associates, INC. and Sii. He holds a California insurance license as a producer. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a multi-team platform of over 130 advisors managing approximately $22.5 billion in assets. The firm offers multiple managed account programs and combines strategic macro allocation with tactical micro allocation through a client-driven investment process supported by a dedicated research group.

Amy Gilbert is a financial advisor with RBC Securities, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. She previously worked at City National Securities, Inc., Hightower, Charles Schwab, and Fidelity, among other firms. Outside of her advisory work, she is involved in managing rental property with her family. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management through its affiliated sub-advisor RBC Rochdale and is part of a broad financial services group affiliated with a bank and other financial entities.

Charles Lazzaro is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 credentials and possessing 55 years of industry experience. He has been with Wedbush Morgan Securities since 2008. Wedbush Securities serves a diverse range of clients, including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm combines broker-dealer, capital markets, custody, clearing, and prime services functions, managing approximately $5.68 billion in regulatory assets under management.

Julie Yoon is a CFP® professional at Westmount Partners, LLC with two years of industry experience. She has previously worked at Carnegie Investment Counsel and Laurel Grove Capital. Her current role at Westmount involves portfolio management and financial planning. Westmount Partners, LLC provides discretionary portfolio management and financial planning to individual clients, pension and profit-sharing plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion across 1,400 clients, using no-load mutual funds, pooled vehicles, and alternative investments, while also serving as adviser and sub-adviser to multiple pooled private funds.

Anthony Amaradio is a financial advisor with Select Money Management, Inc. He holds Series 63 and Series 66 licenses and has 44 years of industry experience. He has been with Select Money Management since 2010 and previously worked at Select Portfolio Management, Inc. from 1997 to 2025. Outside of his advisory role, he is involved with Faithful With Finances, Inc., a nonprofit that publishes financial curriculum for churches and promotes the book "Faithful With Much" through speaking engagements. Select Money Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, retirement plans, trusts, foundations, and endowments, managing approximately $1.5 billion across about 825 client relationships. The firm uses a combination of fundamental and technical analysis along with a proprietary tactical asset allocation methodology to construct model portfolios and selects unaffiliated third-party managers for client strategies.