Joshua Woodard is a Series 66-licensed financial advisor with SEIA, based in Los Angeles, CA, and has nine years of industry experience. His prior roles include positions at Royal Alliance Associates, INC. and SII. Joshua has also served as an associate advisor at SEIA since 2016. SEIA provides investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm employs a combination of strategic macro asset allocation and tactical adjustments, and it manages a majority of assets on a non-discretionary basis.

Alireza Zamani is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, with 21 years of industry experience. He holds the Series 66 designation and previously worked at Purshe Kaplan Sterling Investments for six years. Outside of advising, he is a fixed insurance agent. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, private funds, and registered investment companies. The firm offers financial planning, portfolio management, alternative strategies, and access to private placements, employing proprietary and custom model portfolios monitored by its Institute of Portfolio Management & Economic Strategy.

Garrett Devine is a financial advisor at Belpointe Asset Management LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Belpointe since 2018, previously working at Kestra Financial Services. He serves as a board member of Los Angeles Community College. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of advisory relationships.

James Lull is a financial advisor at Signature Investment Advisors, LLC with one year of industry experience. He holds the Series 65 and Series 63 designations and has prior experience with several organizations, including SLK Private Wealth and Sanctuary Advisors LLC. Signature Investment Advisors provides investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and institutions through various branded programs. The firm’s investment approach combines strategic macro asset allocation, tactical micro allocation, and a blend of quantitative and qualitative research overseen by an Investment Committee.

Tony Nguyen is a financial advisor at SEIA with 23 years of industry experience. He holds a Series 66 designation and has worked at SES Inc., Royal Alliance Associates, INC., and Sii. Nguyen also serves as a senior trader for SEIA. 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 combines strategic macro asset allocation with tactical adjustments using both quantitative and qualitative research, offering a mix of discretionary and predominantly non-discretionary investment management alongside financial planning and consulting services.

Thomas Taylor is a financial advisor with Mutual Advisors, LLC in Los Angeles, CA, holding a Series 66 designation and 24 years of industry experience. He has held positions at Morgan Stanley entities since 2007 and has been with Mutual Advisors since 2017. Outside of his advisory work, Taylor is an author engaged in a long-term research and production project related to a book he originally published in 1999. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plan participants. The firm offers asset management, financial consulting, ERISA plan advisory, and uses a combination of passive and active investment strategies tailored to client objectives.

Robert Driscoll is a financial advisor at Composition Wealth, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Infinity Financial Services and Karp Capital Management Corporation for seven years. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, insurance companies, third-party broker-dealers, and retirement plans. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

Stephen Ting is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at Verity Financial and Insurance Services, LifePro Asset Management, and other firms. Outside of Gradient Advisors, he owns and operates Verity Wealth Group and Seel Capital Inc, engaging in financial planning, income planning, and accounting activities. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model with fundamental, technical, and cyclical portfolio analysis.

Michael Burr is a Series 65-licensed financial advisor at Westmount Partners, LLC with five years of industry experience. He has previously worked at Mariner Wealth Advisors LLC, AdvicePeriod LLC, and Resolution Economics LLC. Westmount Partners, LLC provides discretionary portfolio management and financial planning services to individual clients, pension and profit-sharing plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion and employs a portfolio construction approach focused on no-load mutual funds, pooled vehicles, and alternative investments for qualified investors.

Shirley Tan is a financial advisor with Perennial Financial Services, holding a Series 66 designation and 18 years of industry experience. She has worked at Perennial Investment Advisors LLC since 2017 and previously was with Lake Avenue Financial, LLC and LPL Financial, LLC. Outside of her advisory role, she holds a real estate license and is involved in insurance sales through Perennial Legacy Insurance Solutions. Perennial Investment Advisors offers investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, pensions, and corporations. The firm utilizes a range of investment vehicles and integrates technology such as AI tools and third-party platforms to enhance portfolio management and client service.

Michael Evans is a CFP® with 29 years of experience in financial planning and investment management. He has been with SEIA since 2003 and has prior experience at Signator Investors, Inc. and Royal Alliance Associates, Inc. He holds securities licenses including Series 63 and Series 65. SEIA serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments using quantitative and qualitative research, offering both discretionary and predominantly non-discretionary investment management and comprehensive financial planning services.

Robert Hoffman is a financial advisor at Snowden Capital Advisors LLC with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Snowden since 2014. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm provides discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection, combining multi-team scale with institutional capabilities.

Christine Matthew is a financial advisor with SEIA who holds Series 63 and Series 65 licenses and has 19 years of industry experience. Her prior roles include positions at United Capital Financial Advisers, LLC, and Fidelity Brokerage Services LLC. SEIA serves a diverse client base including 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, managing assets primarily on a non-discretionary basis.

Isaak Ottmar is a financial advisor at Westmount Partners, LLC in Los Angeles, holding a Series 65 license. He has been with Westmount Partners since 2022 and has prior work experience in various roles outside the financial industry. Westmount Partners provides discretionary portfolio management and financial planning to individuals, pension plans, non-profits, estates, trusts, and corporations. The firm manages approximately $5.2 billion for about 1,400 clients and employs a portfolio approach that includes no-load mutual funds, interval funds, and alternative investments for qualified investors.

Phillip Argue is a financial advisor at SEIA with 18 years of industry experience and holds the Series 66 designation. His prior roles include positions at Morgan Stanley Smith Barney, Prepared Capital, Steel Peak Wealth Management, and Royal Alliance Associates. He is currently the Director of Investment Strategy at SEIA. 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 a range of investment management and financial planning services, combining strategic macro asset allocation with tactical adjustments based on both quantitative and qualitative research.

Gary Liska is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at SEIA. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. He is a founding partner and CFO of Signature Estate Investment Advisors, an LLC. 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’s investment process combines strategic macro asset allocation with tactical adjustments, relying on both discretionary and predominantly non-discretionary management.

Alexander Chumas is a financial advisor at SEIA with three years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Signature Estate & Investment Advisors, among other firms. Based in Los Angeles, CA, Chumas’s background includes roles in wealth management and client service. SEIA is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a platform of approximately 140 advisors. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, employing a combined strategic and tactical investment process overseen by an internal Investment Solutions Group and Committee.

Brendan Finneran is a financial advisor with SteelPeak Wealth, LLC in Los Angeles, CA, holding a Series 65 credential and five years of industry experience. Prior to joining SteelPeak Wealth Management in 2021, he worked for Rampart Investment Management from 2008 to 2021. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, and access to alternative investment strategies through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Kathleen Gilmore is a CFP® and holds a Series 65 license with 23 years of industry experience. She has worked at Clifford Swan Investment Counselors since 2007, serving in her current role since 2020. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, corporate pension and profit-sharing plans, and business owners. The firm manages approximately $4.48 billion in assets using proprietary fundamental research and a long-term, diversified investment approach across equities, fixed income, and select private investments.

Shannon Chavez is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. Prior to joining RBC, he worked at City National Securities, Inc. outside of his advisory role, he is involved in e-commerce through Bird Brain Products LLC and co-owns a short-term vacation rental home in La Quinta, CA. 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, including affiliated banking and trust services.