Michael Murray is a financial advisor with Kinetic Investment Management, Inc. in Los Angeles, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at SagePoint Financial and Financial Network and operates an insurance agency offering life, health, disability, long-term care insurance, annuities, and Medicare products. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm uses a multi-method investment approach with a primary long-term trading orientation and offers portfolio management, financial planning, sub-advisory, and educational services.

Michael Cannone is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding Series 63 and Series 65 designations with 14 years of industry experience. He has been with Westmount Asset Management since 2011. 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 an investment approach focused on no-load mutual funds, pooled vehicles, and alternative investments for qualified investors.

Kenneth Yuen is a financial advisor at StoneX Advisors Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at StoneX Securities Inc. and Quest Capital Strategies, Inc. Outside of his advisory role, Yuen is involved in insurance sales and provides training and support to licensed insurance agents. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and consulting services. The firm uses a variety of portfolio implementation platforms and supports multiple account structures, operating as part of the broader StoneX Group with integrated clearing, custody, and lending capabilities.

Matthew Steiger is a financial advisor at RBC Securities, Inc. with 16 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at City National Securities and Convergent Wealth Advisors. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. Investment management is delegated to RBC Rochdale, which creates and implements asset allocation strategies using mutual funds, ETFs, SMAs, and individual securities.

Brian Victoria Madrigal is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes positions at City National Securities, D.A. Davidson & Co, J.P. Morgan Chase Bank, City National Bank, and Citibank. 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 with affiliated entities, including a bank and trust company, offering portfolio management and financial planning supported by sub-advisory asset allocation strategies.

Daniel Stieff is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has been with Wedbush Securities since 2015. Outside of his advisory role, he is president of Daniel Stieff, Inc., a corporation that assists with tax matters and holds disclosed real estate holdings in a trust. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm provides a range of managed account solutions alongside commission-based brokerage and operates clearing, custodial, and prime services tied to commodities and derivatives.

Michael Cheatham is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with RBC Securities, Inc. and has previously worked at City National Securities, Inc., Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo 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. The firm offers financial planning and portfolio management, partnering with an affiliated sub-advisor to implement diversified investment strategies.

Roy Lin is a CFA® charterholder with 13 years of experience in the financial industry. He is currently with RBC Securities, Inc., where he has worked since 2026. Prior to that, he spent 11 years at U.S. Bancorp Advisors, LLC. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management with broader financial services, leveraging its affiliation with a bank parent and related entities.

John Van Dalsem is a financial advisor at SEIA with three years of industry experience and holds a Series 66 designation. His work history includes roles at SES LLC, Royal Alliance Associates, and Signature Estate and Investment Advisors. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of around 140 advisors. The firm offers investment management, financial planning, and consulting services, utilizing a combination of strategic asset allocation and tactical adjustments guided by in-house research and an investment committee.

Julie Babcock is a financial advisor with Snowden Capital Advisors LLC in Pasadena, CA, holding a Series 66 designation and 26 years of industry experience. She has been with Snowden Capital Advisors since 2012. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients with discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection. The firm combines multi-team scale with institutional capabilities, managing a diverse range of investment tools and offering specialized programs such as Assets Held Away and Held Away Retirement Plan Program.

Carlos Sanabria is a Series 66-licensed advisor with SEIA in Los Angeles, CA, and has two years of industry experience. His previous roles include positions at SES LLC, Payden & Rygel, and PNC Bank Wealth Management. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable entities through a multi-team advisory platform. The firm employs a combination of strategic and tactical investment approaches, with a majority of assets managed on a non-discretionary basis, and offers a range of services including investment management, financial planning, retirement plan consulting, and investment consulting.

John Arnold is a financial advisor at Wedbush Securities Inc. with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wedbush Securities since 2016. In addition to his advisory role, he serves as a successor trustee for multiple client trusts. Wedbush Securities serves a broad client base including individual and high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services. The firm provides a range of managed account solutions alongside commission-based brokerage arrangements and operates clearing, custodial, and prime services tied to commodities and derivatives.

Matthew Dupon is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. He previously worked for Commonwealth Financial Network for 13 years and has been with Merit and Purshe Kaplan Sterling Investments since 2026. Outside of his advisory role, he is a co-owner of Dupon Financial Group, Inc. and The Bridgeway Group. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios managed through centrally overseen models, offering a range of wealth management services including asset management, financial planning, and retirement plan advice.

Nvard Kazarian is a Series 66 licensed financial advisor with 19 years of industry experience, currently working at Snowden Capital Advisors LLC. Since 2012, Kazarian has been associated with Snowden Account Services LLC as an investment and planning associate. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers a range of services such as discretionary and non-discretionary portfolio management, investment consulting, third-party manager selection, and financial and estate planning, utilizing a multi-team approach with institutional capabilities.

Chad Miller is a financial advisor at SEIA with 12 years of industry experience. He holds a Series 66 designation and has worked at SES LLC, Royal Alliance Associates, Inc., Signator Investors Inc., and SEIA since 2015. 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’s investment process combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary management approaches.

John Drevon is a financial advisor with Wedbush Securities Inc. and holds Series 63, Series 65, and Series 66 credentials. He has 34 years of industry experience, including 14 years at Wedbush Morgan Securities and a year at Equitable Advisors LLC prior to his current role. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutional clients, offering a range of brokerage and SEC-registered investment advisory services. The firm combines brokerage, capital markets, custody, and prime services with multiple managed account programs and commission-based arrangements.

Mark Goldsmith is a financial advisor at SEIA with 38 years of industry experience. He holds the Series 63 designation and has previously worked at Select Money Management, Inc., Securities Equity Group, and Select Portfolio Management, Inc. In addition to his advisory role, he engages in fixed life and annuity sales. 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 employs a combination of strategic macro asset allocation with tactical adjustments and offers both discretionary and predominantly non-discretionary investment management alongside financial planning and consulting services.

Timothy Redmond is a CFP® professional with 39 years of industry experience, currently affiliated with The AmeriFlex Group. He has held roles at multiple firms including Cambridge Investment Research, Sagepoint Financial, and Girard Securities. Outside of advisory work, he is involved as a managing member of a real estate entity, Chartwell Gardens, LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via multiple managed account platforms and ongoing account monitoring.

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.