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 with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westmount Asset Management since 2011. Westmount Partners provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, and corporations. The firm focuses on tailored asset allocation using mutual funds, managed strategies, and alternative investments, and it also acts as a private fund adviser and sub-advisor for pooled investment vehicles.

Ethan Smith is a financial advisor at Perennial Financial Services with a Series 66 designation and one year of industry experience. Prior to joining Perennial Investment Advisors, he held roles at LPL Financial, Johanson Transportation Services, and Grand Canyon University. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting for individual clients, trusts, pensions, and corporate accounts. The firm combines discretionary portfolio management and standalone planning services, utilizing both traditional and technological tools, including AI, to tailor and monitor portfolios according to client goals and risk tolerance.

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 credentials and bringing 36 years of industry experience. He previously worked at LPL Financial and Financial West Group. Outside of his advisory role, he serves as president of Daniel Stieff, Inc., a corporation established to manage his real estate holdings and tax matters. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers a broad range of services such as wealth management, fixed income, commodities, and securities lending, with portfolio management strategies tailored to client objectives and risk tolerances.

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.

Ellen Strauss is a financial advisor at Genter Capital Management in Los Angeles, CA, holding Series 63 and Series 66 licenses with 26 years of industry experience. She has been associated with Quasar Distributors, LLC and Rnc Capital Management LLC for over two decades. Genter Capital Management provides discretionary investment supervisory services to individual and institutional clients, including pension plans, foundations, and government entities. The firm employs a multi-team approach combining fundamental and quantitative analysis across equity and fixed-income portfolios, and serves as adviser to mutual funds and sub-advisor to ETFs.

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.

Rajiv Vyas is a CFA® charterholder and a financial advisor at Genter Capital Management in Los Angeles, CA, with 10 years of industry experience. He has been with Genter Capital since 2012. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, endowments, trusts, corporations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, manages a registered dividend income fund and multiple ETFs, and oversees $7.1 billion in assets as of 2024.

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 with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include positions at Raymond James & Associates, Merrill, and Citigroup Global Markets. He is also the founder and portfolio manager of Arnold Wealth Advisors. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm supports discretionary and non-discretionary portfolio management with a range of institutional research and operational capabilities.

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.

Cameron Lavey is a financial advisor at Genter Capital Management with 16 years of industry experience. He holds a Series 66 designation and has worked at Genter Capital since 2010, concurrently serving at IMST Distributors, LLC since 2013. Genter Capital Management provides investment supervisory services to a diverse client base including individuals, institutions, and government entities. The firm manages equity and fixed-income strategies, including municipal bonds, and oversees a registered fund and several ETFs.

John Drevon is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His prior roles include positions at Equitable Advisors LLC, Wedbush Morgan Securities, Raymond James Financial Services, Wells Fargo Clearing, and Prudential Equity Group. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers a range of wealth management services, fixed income, commodities, securities lending, and capital markets solutions, combining discretionary portfolio management with institutional research and prime services.

Gary Frazeur is a financial advisor at Hilltop Securities Inc. with 29 years of industry experience. He holds a Series 63 designation and has been with Hilltop Securities since 2008. Outside of his advisory role, he owns a small residential real estate investment consisting of a three-unit apartment building. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutional investors. The firm offers a range of portfolio management programs and fiduciary services, supported by an open-architecture platform and specialized municipal bond strategies.