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.

Anita Heller is a financial advisor at SteelPeak Wealth, LLC with Series 65 and Series 66 licenses. She joined SteelPeak Wealth in 2025 and has prior experience with JPMorgan Private Bank and One Capital Management, LLC. SteelPeak Wealth serves a diverse client base, including individual investors, pension plans, trusts, and family offices, offering financial planning, discretionary portfolio management, alternative strategies, and access to non-purpose loan solutions. The firm uses proprietary and custom model portfolios with ongoing monitoring, and for eligible clients, it provides investment opportunities in privately placed securities and independent managers through its SteelPeak Alternative Solutions program.

Luis Gonzalez is a Series 66-licensed financial advisor with 26 years of industry experience. He has been with Snowden Capital Advisors LLC since 2012, serving as a partner and managing director. He also holds leadership roles at related entities Snowden Account Services, Inc. and Snowden Insurance Services LLC. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities, utilizing customized model portfolios and a variety of investment tools while conducting ongoing due diligence and account reviews.

Narek Mnatsakanian is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, including roles at City National Securities since 2016 and City National Bank from 2015 to 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. The firm combines financial planning and portfolio management with access to an affiliated sub-advisor that implements diversified asset allocation strategies.

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.

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.

Jonathan Grimm is a financial advisor at Fortis Capital Advisors, LLC with six years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Tend Financial and Insurance Solutions, Eagle Strategies (NY Life), and New York Life Insurance Company. Fortis Capital Advisors serves a diverse client base including individuals, families, businesses, retirement plans, and institutional clients, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a mix of discretionary management, advisor-specific investment styles, and model portfolios utilizing passive, active, tactical, and blended strategies, with ESG options available.

Frank Virgallito is a CFP® with 20 years of industry experience, currently serving as an advisor at The AmeriFlex Group in Glendale, CA. His prior roles include positions at Cambridge Investment Research, Securities America Advisors, and National Planning Corporation. He is a board member and committee member of the Glendale Area Schools Credit Union. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Cesar Gomez is a financial advisor with RBC Securities, Inc. in Pasadena, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo, and CitiGroup Global Markets. 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 affiliated sub-advisor RBC Rochdale. The firm integrates a broad financial services group, including banking, trust, municipal advisory, and trading businesses, supporting a wide range of client needs.

Zheng Nan Xu is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding CFP® and CFA® designations along with Series 65 and Series 63 licenses. He has eight years of industry experience, previously working at firms including Cetera, East West Bank, and HSBC. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, and retirement plans through a wrap-fee investment advisory program. The firm offers financial planning and portfolio management with investment strategies implemented by an affiliated sub-advisor, RBC Rochdale, and is part of a broader financial services group affiliated with a bank and related entities.

Chadwick Collins is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. Prior to joining Wedbush in 2022, he worked at Kestra Private Wealth Service and Kestra Investment Services from 2017 to 2022, as well as Wells Fargo Clearing and Wells Fargo Advisors. Collins is also CEO and Investment Adviser Representative of Stone Beacon Capital, operating through Wedbush Securities under a DBA. 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 combines broker-dealer and capital markets capabilities with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

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.

Merryll Mcelwain is a financial advisor at Prosperity - An EisnerAmper Company with six years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Wilmington Trust, MBSC Securities Corporation, and BNY Mellon. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm focuses on asset allocation and diversification, offering both discretionary and non-discretionary management with access to third-party independent managers and model portfolios.

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.

Ali Hashemian is a CFP® professional with 12 years of industry experience, currently serving with Kinetic Investment Management, Inc. in Los Angeles, CA. He has been with Kinetic since 2016 and holds additional leadership roles as President of two insurance services companies. Outside of investment advisory, he is also President of Hush Homes LLC, which manages residential real estate. Kinetic Investment Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a disciplined, primarily long-term trading approach across various asset classes and operates multiple offices while offering formal administrative and sub-advisory services to other RIAs.

Danyelle Proano is a Series 66-licensed financial advisor with RBC Securities, Inc. in Beverly Hills, CA, and has seven years of industry experience. She has worked at City National Bank since 2016. 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 management with a broad financial services group affiliated with a bank parent, providing financial planning, portfolio management, and ongoing reporting to its clients.

Erik Larsen is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has worked at Citigroup Global Markets since 2007. Larsen serves as a board member and treasurer for the Rose Bowl Aquatic Center, where he chairs the finance committee. 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 investment management with broader financial services, including affiliated banking, trust, and municipal advisory activities.

Bryan Sims is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at City National Securities, Morgan Stanley, JPMorgan Chase Bank, and First Republic Investment Management. 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 investment management via its affiliated sub-advisor, RBC Rochdale, and operates within a broad financial services group that includes banking, trust, and municipal advisory activities.