Stephen Wiley is a financial advisor at Northern Trust Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Northern Trust Securities since 2008. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through various managed account platforms, combining advisory, brokerage, and custody services.

Steven Spare is a CFA® charterholder with eight years of industry experience. He is currently with Ashton Thomas Private Wealth and previously worked at Affinity Investment Advisors. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and fiduciary consulting, utilizing a range of investment strategies and operating the Amplify Platform for program management and model design.

Eric Selter is a financial advisor at Morton Wealth with 27 years of industry experience. He holds a Series 66 designation and has worked at Morton Capital Management since 2006, following a long tenure at CMS Inc. from 1983 to 2015. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles, providing customized investment management, financial planning, retirement-plan consulting, and additional services such as business consulting and programs tailored for younger clients. The firm employs modern portfolio principles emphasizing diversification and risk management and is notable for its involvement with pooled investment vehicles and private fund management.

Anita Heller is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, holding Series 65 and Series 66 credentials. She began her career in the financial industry in 2023 and has worked at several firms including JPMorgan Private Bank and One Capital Management, LLC. Prior to her advisory roles, she was employed at the University of California, Santa Barbara. SteelPeak Wealth serves a diverse client base including individuals, pension plans, trusts, charities, and family offices. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, utilizing proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Jennifer Malek is a financial advisor with The Wealth Consulting Group who holds Series 63 and Series 65 licenses and has 27 years of industry experience. She has been with The Wealth Consulting Group since 2016 and has worked at LPL Financial since 2006. Outside of her advisory work, she is involved with Riman Skin & Body Products, a Korean skin and body care line. The Wealth Consulting Group provides fee-based wealth management, portfolio management, and financial planning services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party manager programs across multiple custodial platforms.

Gabriel Cena is a CFP® professional with 10 years of experience in financial advisory services. He has been with Archer Investment Corporation since 2015 and also operates GDC Tax Solutions Inc. outside of his advisory role. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm manages approximately $900 million on a primarily discretionary basis, offering a range of services from comprehensive financial assessments to model-based strategies utilizing mutual funds and ETFs.

Nicholas Damiani is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Mutual Advisors since 2013 and also works with Mutual Securities Inc. Damiani serves as trustee and managing member of a private trust company that oversees various family trusts. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm combines active and passive investment strategies, utilizing multiple analytical approaches and third-party tools to tailor portfolios according to clients' objectives.

Robert Mills is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Mills manages investment advisory services primarily through Golden State Wealth Management. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, financial planning, and retirement consulting. The firm emphasizes discretionary portfolio management and utilizes a variety of analytic approaches and third-party managers to construct tailored investment portfolios.

Samantha Driver is a financial advisor at SEIA with four years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James & Associates, Charles Schwab & Co., Inc., and Royal Alliance Associates, Inc. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset-allocation with tactical adjustments using both quantitative and qualitative research, and primarily manages assets on a non-discretionary basis.

Canon Price is a financial advisor at SEIA with 25 years of industry experience. He previously worked for Beverly Investment Advisors, LLC for 17 years before joining SEIA in 2024. He holds Series 63 and Series 65 credentials. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of about 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.

Michele Farrell is a financial advisor with Gradient Advisors, LLC in Woodland Hills, CA, holding Series 63 and Series 65 designations and seven years of industry experience. Her prior roles include positions at Oregon Pacific Financial Advisors, The Financial Architects Wealth Management LLC, and Transamerica Financial Advisors, Inc. She also serves as Support Director for Inland Valleys Networking, Inc., where she trains on networking topics. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model combined with risk assessment tools and multiple analysis techniques in portfolio management.

William Collopy is a Senior Financial Advisor at SEIA with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates and Jhfn SII. 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, employing a disciplined investment process supported by an internal Investment Solutions Group and Investment Committee.

Bo Calvert is an investment advisor representative with Siebert AdvisorNXT, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Siebert, he worked at PowerUp Sports in sports management and client relations. Outside of financial advising, he has been involved in sports management and marketing as a sports agent. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm employs a web-based platform utilizing Modern Portfolio Theory and offers access to third-party and independent managers within a wrap-fee structure.

Debra Reda Cappos is a financial advisor at Momentum Independent Network Inc. with 41 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Western International Securities, Inc., Crowell, Weedon & Co., and Wells Fargo Clearing. She serves as a board member of the Agricultural Committee for the Morrison Estates Homeowners Association and has provided consulting as a Certified Divorce Financial Analyst for post-divorce settlement cases. Momentum Independent Network Inc. serves individual, corporate, and institutional clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory services within the Hilltop group.

Jason Perez is a financial advisor with Capital Analysts in Westlake Village, CA, holding a Series 66 license and 21 years of industry experience. He has worked at Lincoln Investment since 2012 and has been with Capital Analysts Incorporated since 2007. Outside of advising, he is involved in several ventures including ownership of an insurance business, co-ownership of a photography and film production company, participation in youth and adult non-medical care services, and organizing local pickleball leagues and tournaments. Capital Analysts serves a diverse client base of retail and institutional investors, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice, utilizing both discretionary in-house management and non-discretionary advisor-led solutions.

Payam Taghibagi is a CFP® with 36 years of experience in the financial services industry. He is currently affiliated with SEIA and has held roles at SES Inc., Royal Alliance Associates, and Signator Investors. Taghibagi is a founding partner of SEIA and also manages several business activities including bookkeeping for related entities. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm employs a combination of strategic macro asset allocation and tactical adjustments, integrating quantitative and qualitative research, and manages assets primarily on a non-discretionary basis.

Andrew Howard is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Beacon Pointe Advisors, LLC, from 2021 to 2026. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm employs a combination of strategic macro asset allocation and tactical adjustments, offering a mix of discretionary and non-discretionary investment management alongside financial planning and consulting services.

Danyelle Proano is a financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and bringing eight years of industry experience. She has worked at City National Bank since 2016. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor that constructs asset allocation strategies and manages portfolios using a range of securities.

Erik Larsen is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Citigroup Global Markets for 11 years and Citicorp Investment Services for 4 years. Larsen serves as a board member and treasurer of the Rose Bowl Aquatic Center, which offers swim, dive, and water polo lessons to the local community. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with portfolio management delegated to an affiliated sub-advisor. The firm operates within a broader financial services group that includes banking, trust, and consulting entities, offering integrated financial solutions and ongoing reporting to clients.

Raymond Wan is a financial advisor with SEIA in Los Angeles, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at SES Inc., Royal Alliance Associates, and First Pacific Advisors. Outside of finance, he is a co-founder of WFP Wine Company, LLC, a business focused on the production and distribution of wine. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset-allocation with tactical adjustments, employing both discretionary and non-discretionary investment management approaches.