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 with SEIA in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. She has worked at firms including Raymond James & Associates, Charles Schwab & Co., Inc., and Royal Alliance Associates before joining SEIA. SEIA provides investment advisory and planning services to a range of clients including individuals, trusts, estates, retirement plans, and corporate clients. The firm offers multiple managed account programs and financial planning services, applying a six-step, client-driven investment process supported by an internal research group and an Investment Committee overseeing discretionary models.

Canon Price is a financial advisor at SEIA with 24 years of industry experience. He previously worked at Beverly Investment Advisors, LLC for 17 years before joining SEIA. He holds Series 63 and Series 65 designations. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, retirement plan consulting, and investment consulting services. The firm employs a research-driven investment process combining strategic and tactical asset allocation and manages a majority of its assets on a non-discretionary basis.

William Collopy is a Senior Financial Advisor at SEIA with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates and Jhfn Sii. His background includes roles in investment advisory and insurance sales consistent with financial planning. SEIA serves individuals, trusts, retirement plans, and organizations with investment management, financial planning, and consulting services. The firm utilizes an in-house research group and Investment Committee to implement a mix of strategic asset allocation and tactical adjustments across both discretionary and non-discretionary managed-account programs.

Bo Calvert is an investment advisor representative at Siebert AdvisorNXT, LLC with Series 66 credentials and one year of industry experience. Prior to joining Siebert AdvisorNXT in 2025, he worked at PowerUp Sports in sports management and marketing and has a background that includes roles at UCLA and Oaks Christian High School. Outside of advisory work, he is involved in endurance sports management as a sports agent. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that uses mean-variance optimization and Modern Portfolio Theory. The firm combines algorithmic portfolio construction with dedicated advisor support and offers both discretionary and non-discretionary account management.

Jonathan Grimm is a financial advisor at Fortis Capital Advisors, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Tend Financial and Insurance Solutions, Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he is involved in insurance sales related to fixed insurance products. Fortis Capital Advisors serves a diverse client base including individuals, families, businesses, retirement plans, institutional clients, and other advisers, providing portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm offers customized advice through various investment strategies including discretionary management and ESG-oriented options, managing $1.615 billion in discretionary assets as of December 31, 2025.

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.

Steven Murphy is a CFP® with four years of industry experience, currently advising at Root Financial Partners. His prior roles include positions at USA Financial Securities and Sterling Wealth Partners. He has also worked in community and educational settings in Whittier, CA. Root Financial Partners provides investment management and financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm emphasizes diversified, passive investment strategies tailored to client objectives and also offers educational programs and paid online academies for financial education.

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® professional with 35 years of industry experience, currently serving at SEIA. His prior roles include positions at SES Inc., Royal Alliance Associates, Inc., and Signator Investors, Inc. He is a founding partner of SEIA LLC. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm employs a research-driven investment process combining strategic asset allocation with tactical adjustments and offers both discretionary and non-discretionary managed-account programs.

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 at SEIA in Los Angeles, CA, holding Series 63 and Series 65 registrations with one year of industry experience. His prior work includes roles at Beacon Pointe Advisors, LLC. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a client-driven investment process combining strategic macro allocation with tactical micro allocation, offering a range of managed account programs and financial planning options.

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.

Raymond Wan is a financial advisor at SEIA with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, First Pacific Advisors, and SES Inc. Outside of advising, he is a co-founder of WFP Wine Company, a business involved in producing and distributing wine. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm’s investment process combines strategic macro asset allocation with tactical adjustments through an in-house research group and committee, offering a range of discretionary and non-discretionary managed-account programs.

Curtis Hill is a CFP®-certified financial advisor with 31 years of industry experience, currently serving at Portfolio Medics, LLC since 2019. He previously worked at Securities America Advisors, Securities America Inc, and Cetera Advisors. Outside of his advisory role, Hill is involved in publishing through Modern Millennium Press, where he self-publishes books. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a blend of strategic and tactical investment approaches across a variety of model portfolios and strategies.