Brian Victoria Madrigal is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes positions at City National Securities, D.A. Davidson & Co, J.P. Morgan Chase Bank, City National Bank, and Citibank. 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 with affiliated entities, including a bank and trust company, offering portfolio management and financial planning supported by sub-advisory asset allocation strategies.

Shehab Mohammad is a financial advisor with NWF Advisory Services Inc in Los Angeles, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with NWF Advisory Services since 2007 and has a longstanding affiliation with Royal Alliance Associates, Inc. since 1994. Mohammad serves on the board of the Optimist Youth Home, a nonprofit organization. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and offers a range of investment programs, including advisor-managed portfolios and third-party model portfolios, focusing mainly on strategic long-term investing within an open-architecture wealth management platform.

Michael Cheatham is a CFP® professional based in Los Angeles, CA, affiliated with RBC Securities, Inc. He has 12 years of industry experience, including roles at City National Securities, Inc., Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo bank. His background includes nine years with City National Securities and extensive experience across multiple Wells Fargo entities. 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 within its affiliated entities and delegates investment management to RBC Rochdale, employing diversified portfolio strategies implemented via mutual funds, ETFs, and SMAs.

Roy Lin is a CFA® charterholder with 13 years of experience in the financial industry. He is currently with RBC Securities, Inc., where he has worked since 2026. Prior to that, he spent 11 years at U.S. Bancorp Advisors, LLC. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management with broader financial services, leveraging its affiliation with a bank parent and related entities.

John Van Dalsem is a financial advisor at SEIA with three years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, Signature Estate and Investment Advisors, and Canon Medical Systems Inc. among other roles. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm uses a structured investment process combining strategic and tactical asset allocation and offers a range of portfolio management and financial planning services with an emphasis on non-discretionary management.

Ellen Strauss is a financial advisor at Genter Capital Management in Los Angeles, CA, holding Series 63 and Series 66 licenses with 26 years of industry experience. She has been associated with Quasar Distributors, LLC and Rnc Capital Management LLC for over two decades. Genter Capital Management provides discretionary investment supervisory services to individual and institutional clients, including pension plans, foundations, and government entities. The firm employs a multi-team approach combining fundamental and quantitative analysis across equity and fixed-income portfolios, and serves as adviser to mutual funds and sub-advisor to ETFs.

Anthony Blueford is a financial advisor at Arax Advisory Partners with nine years of industry experience. He holds a Series 65 credential. Prior to joining Arax Advisory Partners in 2025, he worked for Georgina Asset Management, LLC from 2016 to 2025. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm manages assets on a fiduciary basis using a combination of in-house teams, external managers, model portfolios, and both traditional and alternative investments, supported by AI tools and third-party analytics.

Rajiv Vyas is a CFA® charterholder and a financial advisor at Genter Capital Management in Los Angeles, CA, with 10 years of industry experience. He has been with Genter Capital since 2012. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, endowments, trusts, corporations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, manages a registered dividend income fund and multiple ETFs, and oversees $7.1 billion in assets as of 2024.

Carlos Sanabria is an Associate Advisor at SEIA with a Series 66 designation and two years of industry experience. His prior roles include positions at SES LLC, Payden & Rygel, and PNC Bank Wealth Management. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving about 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, using a structured investment process that combines strategic and tactical allocation alongside quantitative and qualitative security selection.

John Wallbrink Jr. is a financial advisor with Nwf Advisory Services Inc. He holds Series 63 and Series 65 designations and has 36 years of industry experience. His prior work includes roles at Whjr Associates and ongoing involvement with OSAIC since 2007. Outside of advising, he assesses insurance needs related to estate preservation, family protection, and long-term care for existing clients. Nwf Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisory representatives. The firm serves primarily individual and high-net-worth clients, offering portfolio management, model portfolios, financial planning, and retirement plan consulting using a technology-driven, open-architecture platform that incorporates risk assessment and asset allocation tools.

Chad Miller is a financial advisor at SEIA with 12 years of industry experience and holds a Series 66 designation. His prior roles include positions at Merrill, Signator Investors Inc., Royal Alliance Associates, and SES LLC. Miller is based in Los Angeles, CA. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving about 9,500 clients across individual, trust, retirement plan, and institutional segments. The firm employs a combined strategic and tactical investment approach managed by an Investment Solutions Group and Investment Committee, offering a range of portfolio management and financial planning services with a focus on non-discretionary management.

Cameron Lavey is a financial advisor at Genter Capital Management with 16 years of industry experience. He holds a Series 66 designation and has worked at Genter Capital since 2010, concurrently serving at IMST Distributors, LLC since 2013. Genter Capital Management provides investment supervisory services to a diverse client base including individuals, institutions, and government entities. The firm manages equity and fixed-income strategies, including municipal bonds, and oversees a registered fund and several ETFs.

Gary Frazeur is a financial advisor at Hilltop Securities Inc. with 29 years of industry experience. He holds a Series 63 designation and has been with Hilltop Securities since 2008. Outside of his advisory role, he owns a small residential real estate investment consisting of a three-unit apartment building. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutional investors. The firm offers a range of portfolio management programs and fiduciary services, supported by an open-architecture platform and specialized municipal bond strategies.

Mark Goldsmith is a financial advisor at SEIA with 39 years of industry experience. He holds a Series 63 designation and has worked at firms including Select Money Management, Inc. and Securities Equity Group. Outside of advising, he is involved in fixed life and annuity sales. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services, with investment decisions guided by a combination of strategic and tactical asset allocation supported by quantitative and qualitative analysis.

Sylvain Lapointe is a financial professional with 23 years of industry experience, currently affiliated with NWF Advisory Services Inc. He holds a Series 66 designation and has worked at On Pointe Capital, Inc., Osaic Wealth, and WHJR Associates. Lapointe also markets himself under the DBA Artisan Capital Partners and provides life and long-term care insurance services as a statutory agent. NWF Advisory Services, Inc. offers portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and provides both wrap and non-wrap account programs through an open-architecture wealth management platform that incorporates advisor-managed portfolios, third-party models, and various investment strategies.

Brittany Yudkowsky is a CFP® professional with eight years of industry experience, currently serving as an advisor at Morton Wealth since 2015. She works out of Calabasas, CA. Morton Wealth is a multi-advisor SEC-registered firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting services, emphasizing risk management and customized portfolios based on standardized strategies.

Christopher Gasparro is an associate business development officer at SEIA with a Series 65 credential. He has one year of industry experience and previously worked at Oakhurst Country Club and AT&T. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm offers a broad range of services including discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, using a combination of strategic asset allocation and tactical investment approaches.

Luke Anderson is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at TD Ameritrade and Edward Jones. SteelPeak Wealth serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, charities, family offices, private funds, and registered investment companies. The firm offers financial planning, retirement consulting, discretionary portfolio management, and alternative investment strategies, implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Peter Cunningham is a financial advisor with Siebert AdvisorNXT, LLC, holding a Series 63 designation and 32 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2017 and previously spent 18 years at Stockcross. Cunningham divides his time between Muriel Siebert & Co., Inc. and Siebert AdvisorNXT, LLC, both under the Siebert Financial Corporation umbrella. 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 platform incorporating Modern Portfolio Theory with ETF/ETN allocations, combined with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Roya Yeroshalmi is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2014 and has provided regulatory compliance services through Advanced Regulatory Compliance since 2004. Outside of her advisory role, she serves as an independent compliance consultant for the ACA Group. PKS Advisory Services, LLC offers financial planning, consulting, and investment management to individuals, trusts, estates, and business entities, managing approximately $905 million in assets for over 4,400 clients. The firm customizes portfolios based on clients’ risk tolerance, time horizon, and objectives, utilizing a mix of mutual funds, ETFs, independent managers, and individual securities.