Kyle Demshki is a financial advisor at SEIA with nine years of industry experience. He holds the CFP® and Series 66 designations. His prior firms include Royal Alliance Associates, Joel Isaacson & Co., and SES LLC. SEIA is a multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm combines strategic and tactical asset allocation with quantitative and qualitative security selection, offering a range of portfolio management and financial planning services across various account structures.

Brandon Thuott is a financial advisor at Carnegie Investment Counsel with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Rnc Genter Capital Management and Telos Capital Management, Inc. Thuott is based in Los Angeles, CA. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, corporations, independent trust companies, government entities, and other investment advisers. The firm’s investment approach incorporates fundamental, technical, cyclical, charting, and ESG analysis and employs both long- and short-term trading strategies with discretionary and non-discretionary portfolio management options.

Mark Antariksa is a financial advisor with RBC Securities, Inc. in Los Angeles, CA. He holds a Series 66 designation and has seven years of industry experience. His prior experience includes roles at City National Rochdale and Raymond James Financial Services. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates its advisory services within a broad financial services group affiliated with a bank parent, offering portfolio management and financial planning supported by investment strategies from an affiliated sub-advisor.

Michael Karp is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory work, Karp is associated with Shanks Crowfoot Limited Partnership, a sports facility in Calgary, Canada. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers an open-architecture investment platform with a range of managed account programs and distinctive operational features including municipal bond strategies co-advised by Franklin Templeton Group and custody services uncommon among enterprise advisers.

Brandon Schwartz is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Perennial Investment Advisors since 2017 and is also affiliated with LPL Financial. In addition to his advisory work, he operates Perennial Legacy Insurance Solutions, focusing on non-variable insurance. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, emphasizing individualized portfolio management through multiple platform relationships and integration of ERISA retirement plan consulting with licensed insurance activities.

Joseph Brandolino is a financial advisor at SteelPeak Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at All World Ventures and Tarantula Hill Brewing Co. SteelPeak Wealth, LLC serves a diverse range of clients including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategy consulting, and access to non-purpose loan solutions, utilizing proprietary model portfolios and conducting due diligence on private investments for accredited clients.

Barbara Frenkel is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and 45 years of industry experience. She has been with Hilltop Securities since 1981. Hilltop Securities serves a diverse client base including individual, high-net-worth, and institutional clients. The firm offers a range of advisory and brokerage services through an open-architecture platform, combining custody, banking, and market-making capabilities alongside both firm-sponsored and third-party investment strategies.

Winston Hau is a financial advisor at RBC Securities, Inc. He holds the Series 66 designation and has approximately three years of experience in the financial services industry, with prior roles at Mass Mutual Investors Services, Boiling Point Group, Inc., and PricewaterhouseCoopers, LLP. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates a broad range of financial services, including investment management by its affiliated sub-advisor RBC Rochdale, offering discretionary portfolio management with mutual funds, ETFs, SMAs, and individual securities.

Paul Sirois is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Pasadena, CA, holding a Series 63 designation and over 30 years of industry experience. His career includes roles at LaSalle St Securities LLC, Securities America Advisors, Inc., Foothill Securities, Inc., and New England Securities. In addition to his advisory work, he operates an insurance sales business offering life, disability, long-term care, and group health insurance products. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a range of investment vehicles and third-party managers, with a notable predominance of non-discretionary assets under management.

Alex Kim is a financial advisor at SEIA with seven years of industry experience. He holds the Series 66 designation and has worked at Royal Alliance and Payden & Rygel. He also serves as Chief Compliance Officer for SEIA, overseeing RIA sales and service supervision. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a six-step investment process combining strategic asset allocation with tactical adjustments and offers both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Alex Froloff is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses with 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Principal Securities Inc. Outside of his advisory work, he occasionally does Uber Eats deliveries with his 12-year-old son. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers wealth management, fixed income, commodities, and capital markets services, with portfolio management tailored to client objectives and risk tolerances.

Joy Prefer Cohen is a Series 66-licensed financial advisor with 37 years of industry experience. She is currently with Blackridge Asset Management, LLC and Peak Brokerage Services, and previously worked at Cheviot Value Management and ClearBridge Investments LLC. Outside of her advisory role, she is the owner and designer of a jewelry business and serves on the board of the nonprofit organization Connecting a Caring Community. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management through a network of investment adviser representatives and employs a combination of fundamental, technical, and charting analysis in its investment process.

Michael Mahony is a financial advisor at SEIA in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at CEPRES GmbH and Third Bridge Ltd., and he spent seven years at Pepperdine University. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a combination of strategic and tactical investment approaches and offers a range of portfolio management and financial planning services, with a notable emphasis on non-discretionary management.

Victoria Dyson is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with 11 years of industry experience. Her work history includes roles at Westmount Asset Management, LLC, Capital Bank and Trust Company, and Convergent Wealth Advisors, LLC. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension and profit-sharing plans, non-profits, estates and trusts, corporations, and partnerships. The firm focuses on tailored asset allocation using mutual funds, managed strategies, and alternative investments such as private and interval funds, while also managing a series of multi-manager private funds and serving as a private fund adviser and sub-advisor.

Brian Raat is a CFP® professional with 30 years of industry experience. He has been with Wedbush Morgan Securities since 2009 and previously worked at UBS Financial Services from 1997 to 2009. He is based in Pasadena, CA. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions alongside discretionary and non-discretionary portfolio management.

Chad Bates is a financial advisor at SEIA with 23 years of industry experience. He holds the CFP® designation and a Series 66 license. His work history includes positions at SES LLC, Royal Alliance Associates, and Signator Investors Inc. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a range of investment management and financial planning services, utilizing a strategic and tactical investment process with both discretionary and non-discretionary account options.

Devin Shaeffer is a financial advisor at Perennial Financial Services with 24 years of industry experience. His career includes roles at Capital Financial Services, Inc. and LPL Financial, LLC. Outside of finance, he is involved in music performance and management through a business he owns. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, pensions, and corporate accounts. The firm employs tailored portfolio strategies using a range of investment vehicles and integrates advanced technology such as AI tools and third-party platforms to enhance portfolio management and client service.

David Snyder is a financial advisor at Citizens Private Wealth with 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co., Inc., and RBC Capital Markets. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and a range of institutional clients. The firm focuses on tailored long-term asset allocation within an open-architecture investment framework, offering both discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Trevor Wade is a financial advisor at Citizens Private Wealth with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as treasurer for the Dollar Youth Initiative, a nonprofit focused on sports and education. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, business entities, trusts, estates, charitable organizations, and endowments. The firm offers discretionary and non-discretionary investment management within an open-architecture framework and provides additional services including tax and estate structuring and business consulting for multigenerational family and closely held business matters.

Andrew Filipek is a financial advisor at Wedbush Securities Inc. with 32 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Wedbush Securities since 2008, also serving as Deputy Chairman of Wedbush Europe Sp Zoo since 2010, overseeing operations in Poland and Central & Eastern Europe. Wedbush Securities offers investment advisory and broker-dealer services to a range of clients, including individuals, high-net-worth clients, and institutions. The firm’s offerings include wealth management, fixed income, commodities, securities lending, capital markets, and research services, with capabilities in both discretionary and non-discretionary portfolio management.