Bradley Poock is an investment advisor representative with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 designations and over 33 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and previously spent five years at Stockcross Financial Services. Outside of advisory work, he is involved in a beverage company, Frosty Palm, and participates as a member of the Ali-Lessens Leads Club. 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 that applies Modern Portfolio Theory and offers access to third-party and independent managers within a wrap-fee structure.

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.

Glenn Davidow is a CFP® professional with 25 years of experience currently at IP Financial Advisory Services LLC. He previously worked at Davidow Financial & Insurance Services for over four decades and is involved with Innovation Partners, LLC. He serves on the board of directors for the Commercial Industrial Buildings Owners Alliance, overseeing financials and benefits. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and specialized consulting services including actuarial and insurance consulting. The firm emphasizes personalized portfolio construction and offers discretionary management options alongside a range of analytical and operational investment approaches.

Michael Difiore is a financial advisor at HBW Advisory Services LLC in Simi Valley, CA, holding a Series 65 designation. He has one year of industry experience, joining HBW Advisory Services in 2025 after roles at United Wholesale Lending, Wells Fargo, and JPMorgan Chase. HBW Advisory Services manages approximately $1.75 billion in assets, serving individuals, families, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary asset management, financial planning, and consulting. The firm uses a blended investment approach incorporating tactical asset allocation, fixed income, and multi-manager diversification, and it provides sub-advisory and co-advisory services along with an online wrap-fee portfolio through Betterment Institutional.

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.

Keith Martel is a financial advisor with Golden State Wealth Management, LLC, holding a Series 66 designation and over 21 years of industry experience. He has been with Golden State Wealth Management since 2016 and also affiliated with LPL Financial since 2015. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management, utilizing a range of analytic approaches and third-party managers to tailor portfolios.

Kamyar Kashfi is an investment advisor representative with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Stockcross Financial Services, Inc. since 2005 and divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both subsidiaries of Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities, offering investment supervisory services and managed programs through a web-based platform and access to independent and third-party managers. The firm utilizes Modern Portfolio Theory and a risk-tolerance questionnaire to construct ETF/ETN-based portfolios, with both discretionary and non-discretionary engagement options.

Daniel Yasharel is a financial advisor with Osaic Wealth, Inc., holding CFP® and ChFC® designations and over 37 years of industry experience. He has been associated with Osaic since 1994 and has worked with NWF Advisory Services, Inc. and NWF Advisory Group, Inc. since 2005. Yasharel also serves as a FINRA independent arbitrator, a role involving the resolution of securities-related disputes. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, portfolio optimization, and access to various custodial platforms, supporting thousands of advisors and managing approximately $200 billion in assets.

Milford Stern is a financial advisor at Hilltop Securities Inc. with 49 years of industry experience. He has been with Hilltop Securities since 1980. Stern holds a Series 63 designation. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions, operating on an open-architecture platform with a combination of custody, banking, and market-making capabilities.

David Bender is a financial advisor at Siebert AdvisorNXT, LLC with 43 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Muriel Siebert & Co., Inc. since 2017 and StockCross Financial Services since 2010. He is a dual employee of Muriel Siebert & Co., LLC and Siebert AdvisorNXT, splitting his time evenly between both firms. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm utilizes a web-based AdvisorNXT platform and third-party managers, applying Modern Portfolio Theory and risk-tolerance questionnaires to construct ETF/ETN-based portfolios with rebalancing and offers both discretionary and non-discretionary management options.

Michael King is a financial advisor with Aspiriant, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Truist Advisory Services, SunTrust Bank, and GenSpring Family Offices. He has been with Aspiriant since 2023. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering investment management and comprehensive wealth planning and family office services. The firm’s investment approach includes customized asset allocation with a range of implementation options and proprietary resources, as well as specialized services such as tax and estate planning and divorce financial analysis.

Lisa Gilmore is a financial advisor at HBW Advisory Services LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with HBW Advisory Services since 2021, following prior roles at HBW Partners, Cetera Advisor Networks LLC, and HBW Securities LLC. HBW Advisory Services manages approximately $1.75 billion in assets, providing asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach incorporating tactical asset allocation, fixed income, and multi-manager diversification, and offers sub-advisory, co-advisor, and online wrap-fee portfolio services.

Leonard Hirsh is a CFP® professional with 11 years of experience in the financial services industry. He is currently a financial advisor at SEIA and has previously worked at Ses LLC, Royal Alliance Associates, Inc., and Sii. He holds a California insurance license as a producer. 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 combines strategic macro asset allocation with tactical adjustments in its investment approach and offers a mix of discretionary and non-discretionary investment management, financial planning, and consulting services.

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® 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 SEIA, holding Series 63 and Series 66 credentials and bringing 45 years of industry experience. His work history includes long tenures at Select Portfolio Management, Inc. and SELECT Money Management, Inc. He co-owns an administrative services company and is involved with Faithful With Finances, Inc., which publishes financial curriculum for churches and promotes related speaking engagements. 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 approach integrates strategic macro asset allocation with tactical adjustments and emphasizes primarily non-discretionary asset management, supported by an in-house Investment Solutions Group and Investment Committee.

William Pierrepont is a Series 65-licensed financial advisor with First Foundation Advisors, based in Los Angeles, CA, and has three years of industry experience. He also holds roles outside of investment advising, including as a registered representative addressing life and health insurance needs at Transamerica and as a business development associate in video production services at King and Country LLC. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm uses an open-architecture, multi-asset approach and is affiliated with a bank holding company, enabling integrated banking and financial product referral services.

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 worked previously at SES LLC, Royal Alliance Associates, Inc., and Signator Investors Inc. In addition to financial advising, he is licensed to sell and service insurance consistent with financial planning. 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’s investment process combines strategic macro asset allocation with tactical adjustments and is notable for managing a majority of assets on a non-discretionary basis, alongside discretionary platforms.