Michaela Hurtienne is a Certified Financial Planner® with seven years of industry experience. She is currently an Associate Advisor at SEIA and previously worked at Royal Alliance and Techstyle Fashion Group. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform offering investment management, financial planning, and consulting. The firm’s investment process combines strategic asset allocation with tactical adjustments using both quantitative and qualitative research, with a focus on mostly non-discretionary asset management.

Arielle Anderson is a financial advisor with Westmount Partners, LLC in Los Angeles, holding Series 63 and Series 65 designations and 18 years of industry experience. She has worked at Westmount Asset Management LLC since 2017 and previously held roles at VP Distributors LLC and Kayne Anderson Rudnick Investment Management. Westmount Partners, LLC provides investment advisory and portfolio management services to a range of individual and institutional clients. The firm constructs portfolios using mutual funds and managed strategies, incorporates alternative investments through private and interval funds, and manages multi-manager private funds with a unique fee structure that includes performance-based fees for institutional investors.

Jordan Dillon is a financial advisor with Wedbush Securities Inc. based in Woodland Hills, CA. He holds a Series 66 designation and has been with Wedbush Securities since 2023. His prior experience includes roles outside the financial industry, such as panelist for LPCC Movement and work with CNN. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutions, offering a range of portfolio management and research services.

Imagbe Odigie is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Wealthcare in 2026, Odigie worked at Quoin Advisors LLC and Quoin Capital LLC, and is also involved with Meet Me In The Cloud INC, where he has been active since 2018. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a broad client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by patented Wealthcare software and a behavioral economics framework, combining quantitative metrics with both passive and active investment strategies.

Bradley Glasman is a financial advisor with Hilltop Securities Inc. holding a Series 63 designation and 42 years of industry experience. He has been with Hilltop Securities for over two decades, including his current tenure since 2022 in Sherman Oaks, CA. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions. The firm combines custody, banking, and market-making capabilities with an open-architecture platform that includes both third-party and firm-sponsored investment strategies.

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.

Eyal Shmilovich is a financial advisor with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He worked at LPL Financial from 2012 to 2019 and has been with Gerber Kawasaki since 2010. He also serves as a liaison between clients and the firm's tax and accounting department, referring clients and providing financial planning advice. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations, offering wealth management, financial planning, and pension consulting. The firm employs an active management approach incorporating fundamental and technical analysis, systematic rebalancing, and tax-loss harvesting while providing both discretionary and non-discretionary portfolio management.

Vayle Floria is a financial advisor with NWF Advisory Services Inc in Orange, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Prior to joining NWF Advisory Services, Floria worked at Royal Alliance from 2017 and NATIONAL PLANNING CORPORATION from 2009. Outside of advisory work, Floria is involved in managing a real estate investment LLC and operates a fixed insurance sales business as a sole proprietor. NWF Advisory Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and utilizes an open-architecture wealth management platform combining advisor-managed and third-party model portfolios with strategic long-term and short-term investment approaches.

Eddie Khachikian is a financial advisor at Mutual Advisors, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and several advisory services firms. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors, offering asset management, financial planning, and consulting services. The firm manages portfolios using a combination of active and passive strategies tailored to client objectives and is notable for its extensive institutional work and specialized operational features.

Eli Saldamando is a financial advisor at Composition Wealth, LLC, holding a Series 65 designation. He has been with Composition Wealth since 2024 and has prior experience at Pacific Investment Management Company and IEQ Capital. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented with individual securities and other investment vehicles, and manages approximately $9.47 billion in discretionary assets.

Parviz Pourfarid is a financial advisor at IP Financial Advisory Services LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Western International Securities, Inc. for 15 years. His other business activities include acting as an agent in accident and health, life, and variable insurance. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and integrates insurance consulting and risk management alongside traditional investment advisory services.

Kinta Smith is a CFP® professional with 15 years of industry experience, currently serving at Arete Wealth Advisors, LLC. His prior roles include positions at Polymath Investments, Larson Financial Group, and Aspiriant. Beyond his advisory work, he also spends a small portion of his time as a licensed insurance agent. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, employing both advisor-driven and proprietary rule-based model allocations, and integrates affiliated financial businesses and product channels within its service offerings.

Steven Stalick is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at O'Donnell Financial Group, First Republic Investment Management, and PitchBook Data, Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, trusts, businesses, and charitable organizations. The firm follows a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets.

Natalie Glover is a financial advisor at Westmount Partners, LLC in Los Angeles, holding a Series 65 designation with two years of industry experience. She has been with Westmount Partners since 2019 following her time at Occidental College. Westmount Partners provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, and corporations. The firm employs a tailored asset allocation approach using mutual funds, managed strategies, and private funds, and is noted for its role as a private fund adviser and manager of pooled investment vehicles.

Daniel Beech is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Western International Securities, Inc. for six years before joining his current firm in 2022. Beech serves on the board of Family Health Care Resources, a nonprofit providing food pantry services and health assistance for low-income and elderly populations, and he is the author of a book on investment philosophy and services. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on non-high-net-worth investors and retirement plan participants. The firm offers portfolio management, financial planning, and consulting services, utilizing a range of analytical approaches and providing access to third-party managers for discretionary portfolio management.

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.

Pamela Hausman is a CFP® professional with 38 years of industry experience, currently serving at Gradient Securities, LLC since 2012. She has operated the Hausman Insurance Agency since 1980, where she is president and involved in fixed annuities and insurance sales. Gradient Wealth Management provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a range of clients including individuals, pension plans, trusts, and corporations. The firm combines advisory and broker-dealer services, often using third-party managers and maintaining a non-discretionary investment approach.

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.

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.

Elise Faur is a CFP® certificant and holds a Series 65 license with four years of industry experience. She has been with Abacus Wealth Partners since 2022 and previously worked for Obsidian Wine Co for five years. Abacus Wealth Partners serves individuals, high-net-worth clients, families, and various organizations by providing financial planning, consulting, and investment management with an asset-class investing approach grounded in academic research. The firm integrates ESG screening and private pooled vehicles into suitable client portfolios and offers both discretionary and non-discretionary management without performance-based fees.