Alexander Bright is a financial advisor at 49 Financial with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Oakwood Capital Securities, Inc. and PKS Investments. Outside of advisory work, he contributes to charitable planning by referring nonprofits to 25 Giving. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services with an investment approach grounded in long-term diversified asset allocation and oversight of third-party model providers.

Sean Cauvel is a CFP® with 16 years of industry experience, currently serving at Westmount Partners, LLC in Los Angeles, CA. He has been with Westmount Asset Management since 2007. Westmount Partners, LLC provides discretionary portfolio management and financial planning to individual clients, including high-net-worth households, as well as pension plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion across about 1,400 clients, focusing on portfolios constructed primarily with no-load mutual funds and pooled vehicles, and offers access to alternative and private investments for qualified investors.

Robert Wareing is a Series 66-licensed financial advisor with Concurrent Investment Advisors, LLC, bringing 28 years of industry experience. His prior work includes roles at Raymond James and Purshe Kaplan Sterling Investments. Outside of finance, Wareing is involved in film production and script development through his role as managing member of ILL Luxury LLC. Concurrent Investment Advisors is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, families, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected securities, serving over 13,000 clients with approximately $15.7 billion in assets under management.

Lucky Radley is a Series 66-licensed financial advisor at Siebert AdvisorNXT, LLC with nine years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and spent one year with StockCross Financial Services prior to that. Radley is a dual employee of Muriel Siebert & Co., Inc. and Siebert AdvisorNXT, LLC, both under the Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm uses a web-based platform that applies Modern Portfolio Theory and risk-tolerance questionnaires to build ETF/ETN-based portfolios, and it offers both discretionary and non-discretionary management options.

Hugo Silva is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. His prior roles include positions at Ally Invest Securities LLC, Cetera Adviser Networks LLC, TD Ameritrade, and JP Morgan Chase Bank. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering both brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm manages approximately $5.68 billion in regulatory assets and provides a mix of discretionary and non-discretionary managed accounts alongside commission-based brokerage arrangements.

Matthew Keller is a financial advisor at SEIA with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Steel Peak Wealth Management, LLC and MAK Wealth Management LLC, where he is the founder and CEO. Keller is based in Los Angeles, CA. SEIA is a multi-team advisory firm with approximately 140 advisors serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, using a mix of discretionary and non-discretionary strategies driven by an in-house Investment Solutions Group and Investment Committee.

Eric Lin is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Westmount Asset Management in 2022, he worked at Clever Care Health Plan from 2020 to 2022 and attended Occidental College from 2016 to 2020. 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 is notable for its role as a private fund adviser and recurring sub-advisor for several multi-manager pooled funds, offering clients access to a range of investment strategies including private equity and real estate through specialized pooled vehicles.

Crystal Durazo is a financial advisor with MissionSquare Retirement in Los Angeles, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with ICMA-RC since 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes investment advice and model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Nate Elisha is a CFP® professional with 10 years of industry experience currently affiliated with RBC Securities, Inc. He has worked at City National Securities and JPMorgan Chase Bank, among other financial institutions. 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 utilizes an affiliated sub-advisor to construct and implement asset allocation strategies, offering financial planning and portfolio management within a broader financial services group structure.

Kwang No is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Everett Harris & Co. He has been with the firm since 2008. 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 fundamental analysis and a buy-and-hold strategy, managing a diverse portfolio across equities, fixed income, commodities, and options, supported by both internal and independent research.

John Goodman is a financial advisor at Wedbush Securities Inc. with 40 years of industry experience. He holds a Series 63 designation and previously worked for McDonald Partners LLC for 13 years. Outside of his advisory role, he serves on the boards of the Playhouse Square theater district and the Greater Cleveland Film Commission. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm combines broker-dealer functions with clearing, custodial, and prime services, managing approximately $5.68 billion in regulatory assets.

Yannshyr Puu is a financial advisor at Packerland Brokerage Services, Inc. with 35 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at Packerland since 2021, previously spending eight years at J K Financial. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management with access to firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Leslie Ann Gutierrez is a financial advisor at Clifford Swan Investment Counselors with 19 years of industry experience. She holds the Series 66 designation and has been with UBS Financial Services Inc. since 2013. 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 manages approximately $4.48 billion in client assets, focusing on fundamental research-driven portfolio management and tailored investment strategies that include equities, fixed income, private investments, and specialized risk management programs.

Robert Crawford is a CFP® with 30 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC. He has held roles with LPL Financial and U.S. Financial Advisors LLC, and he operates Robert Crawford Consulting Services. Outside of advisory work, he also provides tax preparation services through The Accountancy. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Kyle Foster is a financial advisor at Kingswood Wealth Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Rulo Wealth Strategies LLC, Royal Alliance Associates Inc, and several other firms. Outside of advisory work, he occasionally originates mortgage loans through ACC Mortgage Lending. Kingswood Wealth Advisors serves a broad range of retail and institutional clients, including high-net-worth investors and retirement plan sponsors. The firm offers customized portfolio management and financial planning through an open-architecture platform, integrating affiliated financial entities and providing services linked to insurance-related accounts.

Patrick Dwyer is a CFP® professional with 25 years of experience in the financial industry. He is currently with RBC Securities, Inc. and has been associated with City National Bank since 2010. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a banking parent, providing access to diverse financial and trading services.

Scott Nishimura is a financial advisor with Continuum Advisory, LLC, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include positions at Osaic Wealth, Inc., Triad Advisors, and Transamerica Financial Advisors, Inc. Outside of his advisory work, he serves as a co-trustee for his elderly aunt’s family trust, managing her day-to-day financial needs. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans through independent advisors. The firm offers tailored financial planning and portfolio management, utilizing a variety of investment vehicles and institutional services, including retirement plan consulting and integrated tax and legal expertise.

Robert Kennally is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation with seven years of industry experience. Prior to joining Wedbush in 2019, he worked at Morgan Stanley, Oakmont Builders, and Arthur J Gallagher. 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, capital markets, custody, and prime services with operations in commodities and derivatives.

Justin Iskander is a financial advisor at SteelPeak Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has previous work experience at Kroll and Deloitte. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, and private funds. The firm offers financial planning, portfolio management, alternative strategies, and private placement consulting, utilizing proprietary model portfolios and conducting due diligence on private securities for qualified clients.

Richard Johnson is a financial advisor at Wedbush Securities Inc. with 20 years of industry experience. He holds the Series 66 designation and previously worked at First Trust Portfolios L.P. for 18 years before joining Wedbush Securities in 2023. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, combining broker-dealer functions with custody, clearing, and prime services across multiple asset classes.