Shannon Loewenberg is a financial advisor at Wedbush Securities Inc. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Commonwealth Financial Network, Morgan Stanley, and TD Ameritrade. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, and capital markets. The firm operates multiple managed account and wrap fee programs alongside commission-based brokerage arrangements and provides clearing, custodial, and execution services with a notable presence in commodities and derivatives.

David Levine is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Lincoln Investment and GLP Investment Services. Outside of advising, he supports his son’s eCommerce clothing business by assisting with its launch and management. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, with investment decisions driven by an in-house research team using proprietary screening processes and model portfolios.

Jared Goodman is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and bringing 12 years of industry experience. He worked at McDonald Partners for 12 years prior to joining Wedbush in 2025. Outside of his advisory role, he is involved in administrative and management duties related to commercial real estate and finance consulting through several related entities. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering a range of brokerage and SEC-registered advisory services. The firm provides managed account solutions alongside commission-based brokerage arrangements and operates clearing, custodial, and capital markets functions across multiple asset classes.

Liselotte Richards is a financial advisor at SEIA with 10 years of industry experience. She holds a Series 66 designation and has worked at Royal Alliance Associates, INC., Sii, and Ses LLC. Richards also serves as an operations and compliance specialist at SEIA, a role she has held since 2014. SEIA is a multi-team advisory firm with approximately 140 advisors, serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm combines strategic macro asset allocation with tactical adjustments and employs both discretionary and predominantly non-discretionary investment management across multiple advisory programs.

Linda Yang is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Citizens Private Wealth. Her prior experience includes roles at JPMorgan Wealth Management and First Republic Investment Management. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer alongside tax, estate, and business consulting services.

Christopher Nowakowski is a financial advisor at Perennial Financial Services with 23 years of industry experience. He holds a Series 66 designation and has been with Perennial Financial Services since 2009, including his role at Perennial Investment Advisors LLC since 2017. Outside of advisory work, he is the founder and producer of Perennial Legacy Insurance Solutions, focusing on non-variable insurance products. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers fiduciary portfolio management tailored to client goals and risk tolerances, utilizing multiple platform relationships and combining ERISA retirement plan consulting with licensed insurance activities.

Benedict Mc Grath is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. He holds the Series 66 designation and has been in the industry since 2024. Prior to entering financial advisory, he worked in the hospitality sector at Truxton's American Bistro. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and public entities. The firm offers wealth management, financial planning, pension consulting, and ancillary services with an active investment approach that incorporates fundamental and technical analysis, tax-loss harvesting, and systematic rebalancing.

Joseph Rubinstein is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, with 34 years of industry experience. He has been with Wedbush Morgan Securities since 2004. Rubinstein holds Series 63 and Series 65 credentials. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services.

Rogelio Lopez is a Series 65-credentialed advisor at SteelPeak Wealth, LLC with seven years of industry experience. His prior work includes roles at Bank of America and Uber. Outside of his advisory work, he has served as a part-time driver for Lyft, Inc. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, and family offices. The firm offers financial planning, discretionary portfolio management, and alternative investment consulting, implementing strategies through proprietary and custom model portfolios overseen by an internal Institute of Portfolio Management & Economic Strategy.

Samuel Attianese is a financial advisor at Westmount Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Draper Dragon and Shop Meta prior to joining Westmount Partners. His background also includes roles outside finance, such as with Ultimate Fighting Championship and Lululemon Athletica, Inc. Westmount Partners provides discretionary portfolio management and financial planning to a diverse client base including high-net-worth individuals, pension plans, non-profits, and corporations. The firm manages approximately $5.2 billion and employs a portfolio construction approach focused on no-load mutual funds, pooled vehicles, and private investments for qualified investors.

Robert Skillestad is a financial advisor with Wedbush Securities Inc. in Billings, Montana. He holds Series 63 and Series 65 licenses and has 38 years of industry experience, including 17 years with Wedbush Securities. Outside of his advisory role, Skillestad is involved in several non-investment business activities, including membership in livestock and genetics companies and work related to cattle sales and promotion. Wedbush Securities serves a diverse client base, including individual and high-net-worth investors, foundations, and institutional clients, offering a range of brokerage and SEC-registered investment advisory services. The firm provides managed account solutions, clearing and custodial services, and operates businesses in fixed income, commodities, and capital markets.

Mia Samson is a financial advisor at Gerber Kawasaki Wealth & Investment Management with four years of industry experience. She holds a Series 65 designation and has worked at Gerber Kawasaki since 2019. Prior to joining the firm, she was affiliated with Loyola Marymount University. Gerber Kawasaki serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm offers wealth management, financial planning, and pension consulting services through an active management approach that incorporates fundamental and technical analysis, systematic rebalancing, and tax-loss harvesting.

Roger Wall Jr. is a financial advisor with Genter Capital Management in Los Angeles, CA, holding Series 65 and Series 63 credentials and seven years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and IMST Distributors, LLC. Genter Capital Management provides discretionary investment supervisory services to a diverse client base, including individual and institutional investors. The firm employs a multi-team approach combining fundamental and quantitative analysis across equity and fixed-income portfolios, and it serves as adviser to the Genter Capital Dividend Income Fund and as sub-advisor to several ETFs.

Charlie Deaver is a financial advisor at Sovran Advisors, LLC with one year of industry experience. He is also the owner and principal of Greyhawk Brokers LLC, a property and casualty and group benefit insurance firm. Prior to Sovran Advisors, he worked at Cornerstone Preferred Insurance for eight years. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering tailored portfolio management and financial planning solutions using a combination of advisor-managed and model portfolios.

Kimberly Nelson is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Coastal Bridge Advisors since 2019. She previously worked at Llbh Private Wealth Management for three years. In addition to her advisory role, she contributes articles on money and divorce to Forbes. Coastal Bridge Advisors offers financial planning and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans, employing a goal-based, fundamental analysis approach to construct diversified portfolios across various asset classes.

Michelle Nguyen is a CFP® with 11 years of industry experience, currently serving as a financial advisor at First Foundation Advisors since 2015. She holds the Series 63 designation and is based in Los Angeles, CA. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and is affiliated with its bank holding company FirstSun, integrating banking and financial product referrals with its advisory services.

Efrain Borenstein is a financial advisor at Hilltop Securities Inc. with 36 years of industry experience. He has been with Hilltop Securities since 2008 and 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 a range of solutions including managed accounts, financial planning, retirement-plan advisory, and annuity-based services, supported by an open-architecture platform and affiliated banking and custody capabilities.

Ilya Solovey is a financial advisor at SEIA with 20 years of industry experience. His career includes roles at SES Inc., Royal Alliance Associates, and Charles Schwab. He holds Series 63 and Series 66 licenses. In addition to advising, he works as a client service manager supporting operational functions within SEIA. SEIA serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable entities through a multi-team advisory platform of about 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments, emphasizing mostly non-discretionary management and offering various financial planning and consulting services.

Young Rah is a financial advisor at Concorde Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Prudential and Ameritas. Rah is also president of EMP Financial Network, Inc., where he manages office operations. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering a range of portfolio management and financial planning services. The firm builds customized portfolios using both proprietary and third-party model strategies and provides ERISA retirement-plan advisory services.

Steven Schwary is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses with 33 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc and Wells Fargo Advisors. Wedbush Securities serves a diverse client base including individual investors, high-net-worth clients, foundations, and institutions, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm provides both discretionary and non-discretionary managed accounts alongside commission-based brokerage arrangements.