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 a financial advisor with SEIA in Los Angeles, CA, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining SEIA, he held various positions including roles at AT&T and Oakhurst Country Club. He is also involved in business development activities within SEIA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform, offering investment management, financial planning, retirement plan consulting, and investment consulting. The firm’s investment process combines strategic asset allocation with tactical adjustments and emphasizes client involvement by managing a large portion of assets on a non-discretionary basis.

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.

Farris Mandilawi is a financial advisor at RBC Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at City National Securities, HSBC Securities USA, MUFG Union Bank, and J.P. Morgan Securities. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment advisory and brokerage services within a broad financial services group affiliated with a bank parent, providing financial planning, portfolio management, and ongoing reporting.

Michael Shotton is a financial advisor at SteelPeak Wealth, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Cantor Fitzgerald & Co. from 2016 to 2023. SteelPeak Wealth, LLC 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 provides financial planning, retirement plan consulting, discretionary portfolio management, alternative strategies, and private placement investment consulting, utilizing proprietary and custom model portfolios alongside due diligence on private securities and pooled vehicles.

Jeffrey Jacobs is a financial advisor at Composition Wealth, LLC with 17 years of industry experience. He holds a Series 65 designation and has previous experience with firms including Goodfriend Jacobs Bleeck & Breslow LLP and Ocean Avenue Capital Advisors, Inc. Outside of his advisory role, he is the managing member of The Jacobs Company LLC, an insurance business. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds.

Susan Koron is a financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her career includes roles at City National Bank, Banc of California, Unionbanc Investment Services, and Union Bank. RBC Securities, Inc. offers 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, RBC Rochdale. The firm is part of a broader financial services group affiliated with a bank parent and related entities providing a wide range of financial services.

Jared Markham is a financial advisor at RBC Securities, Inc. with six years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Bank of America, Merrill, Citibank/Citigroup, and the Santa Fe Natural Tobacco Company. 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 financial planning and portfolio management with a broad financial services group, including affiliated banking and trust entities.

Bradley Poock is an investment advisor representative with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 designations and over 33 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and previously spent five years at Stockcross Financial Services. Outside of advisory work, he is involved in a beverage company, Frosty Palm, and participates as a member of the Ali-Lessens Leads Club. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform that applies Modern Portfolio Theory and offers access to third-party and independent managers within a wrap-fee structure.

Malley Cooper is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, holding a Series 65 designation. Cooper has one year of industry experience, having worked previously at Carpe and completed five years at Duke University. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, family offices, and registered investment companies. The firm employs proprietary and custom model portfolios, offers alternative investment consulting, and manages affiliated private funds and registered interval funds.

Glenn Davidow is a CFP® professional with 25 years of experience currently at IP Financial Advisory Services LLC. He previously worked at Davidow Financial & Insurance Services for over four decades and is involved with Innovation Partners, LLC. He serves on the board of directors for the Commercial Industrial Buildings Owners Alliance, overseeing financials and benefits. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and specialized consulting services including actuarial and insurance consulting. The firm emphasizes personalized portfolio construction and offers discretionary management options alongside a range of analytical and operational investment approaches.

Steven Dymant is a financial advisor at SteelPeak Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Sydasha Global Advisors, LLC and Prime Opportunities Investment Group, LLC. Outside of advisory work, he serves on the board of directors for Vigilant Drone Defense, a counter-UAV technology company. SteelPeak Wealth serves a diverse client base, including individual investors, pension plans, trusts, and family offices, providing financial planning, portfolio management, and alternative investment consulting. The firm utilizes proprietary model portfolios and conducts due diligence on private securities for eligible clients, offering a range of investment solutions across multiple asset classes.

Keith Martel is a financial advisor with Golden State Wealth Management, LLC, holding a Series 66 designation and over 21 years of industry experience. He has been with Golden State Wealth Management since 2016 and also affiliated with LPL Financial since 2015. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management, utilizing a range of analytic approaches and third-party managers to tailor portfolios.

Kamyar Kashfi is an investment advisor representative with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Stockcross Financial Services, Inc. since 2005 and divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both subsidiaries of Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities, offering investment supervisory services and managed programs through a web-based platform and access to independent and third-party managers. The firm utilizes Modern Portfolio Theory and a risk-tolerance questionnaire to construct ETF/ETN-based portfolios, with both discretionary and non-discretionary engagement options.

Daniel Yasharel is a financial advisor with Osaic Wealth, Inc., holding CFP® and ChFC® designations and over 37 years of industry experience. He has been associated with Osaic since 1994 and has worked with NWF Advisory Services, Inc. and NWF Advisory Group, Inc. since 2005. Yasharel also serves as a FINRA independent arbitrator, a role involving the resolution of securities-related disputes. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, portfolio optimization, and access to various custodial platforms, supporting thousands of advisors and managing approximately $200 billion in assets.

Milford Stern is a financial advisor at Hilltop Securities Inc. with 49 years of industry experience. He has been with Hilltop Securities since 1980. Stern holds a Series 63 designation. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions, operating on an open-architecture platform with a combination of custody, banking, and market-making capabilities.

David Bender is a financial advisor at Siebert AdvisorNXT, LLC with 43 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Muriel Siebert & Co., Inc. since 2017 and StockCross Financial Services since 2010. He is a dual employee of Muriel Siebert & Co., LLC and Siebert AdvisorNXT, splitting his time evenly between both firms. 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 AdvisorNXT platform and third-party managers, applying Modern Portfolio Theory and risk-tolerance questionnaires to construct ETF/ETN-based portfolios with rebalancing and offers both discretionary and non-discretionary management options.