Cole Brownell is a CFP® with eight years of industry experience, currently serving as a senior advisor at SEIA. His prior experience includes roles at Royal Alliance, MassMutual, and World Financial Group. He also has experience in the food service industry, having worked at Farfalla Trattoria and Agoura's Famous Deli. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm employs a combination of strategic macro asset allocation and tactical adjustments in its investment process, with a majority of assets managed on a non-discretionary basis.

Allison Clago is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has worked at B. Riley Wealth Advisors since 2019 and previously held positions at National Securities Corp and Wedbush Securities Inc. Outside of her advisory role, Clago serves as a board member of Providence Cedars Sinai Tarzana Medical Center and is president of the Clago Family Foundation. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through around 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Olivia La Qua is a financial advisor at Genter Advisors LLC with two years of industry experience. She holds a Series 65 designation and has worked at Genter Capital Management since 2022. Prior to her current role, she held positions at Geico and the San Diego Workforce Partnership. Genter Advisors LLC provides investment supervisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $163 million in discretionary assets and employs a combination of fundamental and cyclical analysis to select pooled investment vehicles, offering both pooled mutual fund and ETF strategies as well as separate account management.

Bradley Harris is a financial advisor with Perennial Financial Services in Los Angeles, holding a Series 66 license and 19 years of industry experience. He has been with Perennial since 2017 and has worked with LPL Financial since 2007. Outside of his advisory work, he is an NBA season ticket holder and occasionally sells tickets at fair market value. Perennial Financial Services provides investment advisory and consulting to individual clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolios according to client goals and risk tolerances.

Vered Justin is a financial advisor at Capital Analysts with 32 years of industry experience. She has held positions at Lincoln Investment since 2017 and previously worked at Legend Equities Corporation from 1994 to 2017. Outside of her advisory role, Justin serves as president of a consulting firm, Justin Industries, and is involved in health and life insurance sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management through a nationwide network of independent advisors and delivers investment management both on a discretionary basis via an in-house team and on a non-discretionary basis through advisors and third-party managers.

Craig Pierce is a financial advisor at SEIA with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Trust Portfolios L.P. for over two decades. He is also a Business Development Officer at SEIA, involved in RIA sales and service. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, utilizing both discretionary and non-discretionary models with an investment process supported by an in-house Investment Solutions Group and Investment Committee.

Samantha Park is a financial advisor at Aspiriant, LLC with 17 years of industry experience. She holds a Series 65 designation and has been with Aspiriant since 2008. Based in Los Angeles, CA, her practice focuses on serving high-net-worth individuals and families through comprehensive wealth management. Aspiriant serves primarily high-net-worth clients, professional fiduciaries, and select institutional and retirement plan clients, offering discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services. The firm employs customized investment strategies using a variety of implementation options and provides expanded family office capabilities, including accounting and banking support.

Bryant Saydah is a CFP®-certified financial advisor with over 30 years of industry experience. He is currently with RBC Securities, Inc. and has held prior roles at City National Securities, Inc. and JPMorgan Chase Bank. 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 integrates investment management with a broad financial services group affiliated with a bank parent and related entities, offering clients access to diversified advisory and trading services.

Denney Domantay is a financial advisor with MissionSquare Retirement who holds Series 63 and Series 66 licenses and has 24 years of industry experience. His career includes roles at Bank of America, Merrill, Sotheby's International Realty, and Ameriprise Financial Services. He also serves as a practice consultant and treasurer for a family-owned medical practice. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services. The firm’s Guided Pathways Advisory Services use model portfolios developed by Morningstar Investment Management and support over 40,000 participants through a multi-team advisory structure.

Claire Hauck is a CFA® charterholder with 11 years of industry experience. She currently works at SEIA and previously spent 11 years at Lazard Asset Management LLC and Lazard Asset Management Securities LLC. SEIA serves a range of clients including individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable entities through a multi-team advisory platform. The firm employs a combination of strategic macro asset-allocation and tactical adjustments, utilizing both discretionary and non-discretionary investment management approaches.

Lawrence Brown is a financial advisor at Wedbush Securities Inc. with 44 years of industry experience. He holds a Series 63 designation and has worked at Wedbush Morgan Securities since 2002, following four years at Morgan Stanley DW Inc. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm offers a range of services such as wealth management, fixed income, commodities, and securities lending, with portfolio strategies tailored to client objectives.

Michael Krmpotich is a financial advisor at Wedbush Securities Inc. with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Stifel Nicolaus, RBC Capital Markets, and Wells Fargo Investments. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and institutional research, with portfolio management tailored to client objectives and risk tolerances.

Daniel Tang is a CFP® with four years of industry experience, currently serving as a financial advisor at Composition Wealth, LLC since 2022. His prior experience includes roles at Karp Capital Management Corporation and UBS Financial Services Inc. Tang holds a Series 65 license and is based in Los Angeles, CA. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments, and manages approximately $9.47 billion in discretionary assets as of year-end 2025.

Jobani Sanabria is a financial advisor at Alexander Capital Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Outside of advisory work, he is involved as an insurance agent selling annuities and life insurance. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through discretionary and non-discretionary wrap-fee accounts. The firm uses a combination of cyclical, technical, and fundamental analysis alongside due diligence and employs both long- and short-term trading strategies.

Hannah Adams is a financial advisor at SEIA with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at New York Life Investments for four years, with additional roles at Bank of America, Star Mountain Capital, and The Rohatyn Group. Outside of advising, she has experience in the modeling industry with LA Models/STATE Model Management. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, primarily managing assets on a non-discretionary basis, supported by an in-house Investment Solutions Group and Investment Committee.

Mahshid Kamali is a financial advisor at SVB Wealth with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked at First Citizens Bank & Trust since 2023, providing client service for banking products. Prior to that, she has been with SVB Wealth since 2015. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients by offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor third-party managers and delivers investment advice primarily through its investment adviser representatives.

Andrew Eismont is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and 32 years of industry experience. He has been with Wedbush Morgan Securities Inc. since 2007 and has worked at Brookstreet Securities since 1999. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients across a range of asset classes and strategies, including wealth management, fixed income, commodities, and capital markets. The firm offers discretionary and non-discretionary portfolio management and support services such as custodial, clearing, and prime services.

Brenda Chatman is a financial advisor at Abacus Wealth Partners with 11 years of industry experience. She has held her current position at Abacus Wealth Partners since 2014. She holds the Series 63 and Series 65 registrations. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm employs an asset-class investing approach grounded in academic research and integrates ESG screening and private pooled investments into client portfolios.

Jonathan Loyhayem is a financial advisor at Gibbs Wealth Management, LLC in Santa Monica, CA, holding a Series 65 credential and with one year of industry experience. He has worked previously with Alevo Wealth Management and Alevo Financial & Insurance Agency, where he is also the owner of an insurance agency. Loyhayem serves as CEO of Jonathan & Ethan Inc., a real estate management company, and is involved in related business activities outside the investment advisory field. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

Morris Amiri is a financial advisor at Sowell Management with 18 years of industry experience. His prior roles include positions at Sunset West Advisors, D A Investments, and RBC Capital Markets. Outside of advising, he is the owner of GLC Management, a real estate company. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model with over 100 advisors.