Emil Georgiev is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation with four years of industry experience. Prior to joining Composition Wealth, he worked at Miracle Mile Advisors, LLC and Pathstone Family Office, LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad range of clients, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, complemented by fundamental and technical analysis and regular portfolio reviews.

Christian Cordoba is a CFP® professional with 33 years of experience in financial advising. He currently works at Mutual Advisors, LLC and Mutual Securities, Inc., and has prior experience with First Allied Advisory Services, Inc., First Allied Securities, Inc., and California Retirement Advisors Group, Inc. Outside of his advisory role, Cordoba serves on the Torrance Memorial Professional Advisory Council and owns a travel business called Bucket List Destinations. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm offers a range of advisory services and employs both active and passive investment strategies with a focus on diversification and alignment with client objectives, managing approximately $9.45 billion across 154 advisors.

Lisabeth Schiller is a financial advisor at Blackridge Asset Management, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Gold Coast Securities, Inc. for 18 years. Schiller is involved in multiple nonprofit organizations in the Pasadena area, serving in various board roles and also produces musical theater projects through her own LLC. 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 employs model-based portfolio management and offers services through an online platform, utilizing a mix of fundamental, technical, and charting analysis.

Troy Franzen is a financial advisor at SEIA with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc., Signature Investment Advisors LLC, and SES LLC. Franzen is also involved as a relationship manager at SIA LLC, an RIA sales and service firm. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform with approximately 140 advisors. The firm combines strategic macro asset-allocation with tactical adjustments using both quantitative and qualitative research, managing assets primarily on a non-discretionary basis.

Craig Borkovec is a financial advisor with Composition Wealth, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has worked at Composition Wealth since 2020 and previously at Deawm Distributors, Inc. for four years. 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 focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, managing approximately $9.47 billion in discretionary assets through a multi-advisor structure.

Scott Miller is a CFP® with nine years of industry experience, currently with Merit Financial Advisors in Pasadena, CA. His prior experience includes roles at Commonwealth Financial Network, The Bridgeway Group, and RNC Genter Capital Management. Miller is also the owner of Miller Financial Group, a private entity involved in securities, advisory, and insurance business. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios using centrally managed sleeves and model allocations, offering comprehensive wealth-management services including financial planning, retirement plan advice, and employee financial-wellness programs.

Cory Davenport is a CFP® with eight years of industry experience, currently serving at Westmount Partners, LLC in Los Angeles, CA. He has previously worked at Northwestern Mutual and Westmount Asset Management, LLC. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to a range of individual and institutional clients. The firm uses mutual funds and managed strategies to tailor asset allocation according to client objectives and manages alternative investments through private and interval funds.

Anthony Lee is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wedbush since 2010 and previously spent nine years at UBS Financial Services. Wedbush Securities serves individual, high-net-worth, and institutional clients through a range of investment advisory and broker-dealer services, including portfolio management, wealth management, fixed income, commodities, and prime services.

Hayley Bates is a CFP® professional with 16 years of industry experience, currently serving as an advisor at SEIA. Her prior roles include positions at Royal Alliance Associates, Signature Estate & Investment Advisors, and SES LLC. She is a member of the Leadership Council for the nonprofit organization A Place Called Home in Los Angeles. SEIA serves a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and charitable entities through a multi-team advisory platform. The firm integrates quantitative and qualitative research in its investment process, focusing primarily on non-discretionary portfolio management.

Gregg Koutouvidis is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at RBC Capital Markets, LLC and City National Bank. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates portfolio management and financial planning with affiliated sub-advisory oversight and offers custodial and cash-management features within a broad financial services group structure.

Zachary Statzer is a financial advisor at Perennial Financial Services with one year of industry experience. He holds the Series 66 designation and has worked at Ford Financial Group and LPL Financial. Outside of advising, he is the owner of Imago Dei Coffee, LLC, a non-investment-related business. Perennial Investment Advisors provides investment management, financial planning, and retirement consulting to individuals, trusts, pensions, and corporate clients. The firm combines various investment strategies and technologies, including AI tools and multiple custodian platforms, to tailor and manage client portfolios.

Enrico Cacciapuoti is a financial advisor at BFC Planning, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Berthel, Fisher & Company Financial Services, Inc., Kingswood Wealth Advisors, and First Heartland Capital Inc. He is also engaged in insurance sales as a side business. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base that includes individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and manages approximately $3.8 billion in assets, offering fee flexibility and multiple program structures through a large network of independent advisers.

Rudy Sanchez is a financial advisor at RBC Securities, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at City National Securities, Inc. and City National Bank. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, offering financial planning, portfolio management, and ongoing reporting. The firm integrates a broad financial services group affiliation, including an affiliated sub-advisor that manages portfolios using mutual funds, ETFs, SMAs, and individual securities.

Chaundra Straker is a Series 66 licensed financial advisor with 15 years of industry experience, currently with Principal Advised Services. Her prior experience includes roles at Cetera Advisor Networks and National Planning Corporation. Outside of finance, she works as a beertender and server at Firestone Walker Brewing Company. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models to deliver both non-discretionary recommendations and a discretionary wrap-fee investment management program.

William Mcintosh is a financial advisor at Wedbush Securities Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including TD Ameritrade, Morgan Stanley, and the Securities and Exchange Commission. 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, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Case Wagstaff is a financial advisor at Wedbush Securities Inc. with a Series 66 credential and one year of industry experience. His prior work includes positions at Charles Schwab Bank, Charles Schwab, and various roles in real estate and education. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, securities lending, and capital markets solutions tailored to client objectives and risk tolerances.

Reza Zamani is a financial advisor at SteelPeak Wealth, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with SteelPeak since 2012. Prior to joining SteelPeak, he worked at Purshe Kaplan Sterling Investments from 2012 to 2018. Outside of his advisory role, he is a managing member of ZAMANI CAPITAL, LLC and ZAMANI ENTERPRISES, LLC, which are involved in real estate activities, and he is also a fixed insurance agent with Steel Peak Estate & Insurance. SteelPeak Wealth serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charities, family offices, private funds, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, alternative strategies, and private placement consulting, often implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Maziar Esmailbeigi is a financial advisor at SteelPeak Wealth, LLC with 24 years of industry experience and holds a Series 66 designation. He previously worked at Purshe Kaplan Sterling Investments from 2012 to 2018 and has been with SteelPeak Wealth Management since 2012. In addition to his advisory role, he is involved as a fixed insurance agent at Steel Peak Estate & Insurance. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, private funds, and registered investment companies. The firm provides financial planning, retirement consulting, discretionary portfolio management, alternative investment strategies, and access to margin solutions, utilizing proprietary and custom model portfolios monitored by its Institute of Portfolio Management & Economic Strategy.

Matthew Haefner is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. He has been with Monograph Wealth Advisors, LLC since 2016 and previously worked at Oakwood Capital Management LLC from 2012 to 2016. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients by providing investment advisory, wealth planning, pension consulting, and philanthropic services. The firm emphasizes bespoke investment policy statements and an asset-allocation-focused process implemented through a combination of in-house management and selected sub-advisors.

Jacqueline Yapp is a CFP® professional with 13 years of experience in financial advising. She is currently with Siebert AdvisorNXT, LLC. and previously worked at WealthSource Partners, LLC and Avant Garde Advisors LLC. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities by providing investment supervisory services and managed programs through a web-based platform and access to third-party and independent managers. The firm applies Modern Portfolio Theory with risk-tolerance assessments to create ETF/ETN-based portfolios and offers both discretionary and non-discretionary management options.