Hannah Adams is a financial advisor at SEIA with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining SEIA, she worked at New York Life Investments for four years and has held positions at SES LLC, Bank of America, Star Mountain Capital, and The Rohatyn Group. She also spent three years working in the modeling industry before beginning her finance career. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a combination of strategic asset allocation and tactical security selection, offering both discretionary and non-discretionary investment management alongside financial planning and retirement consulting services.

Luke Dillon is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Raymond James and Associates and UBS Financial Services. Dillon is also a registered representative at PURSHE KAPLAN STERLING INVESTMENTS, Inc., where he dedicates part of his time to insurance sales. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and institutional clients through a combination of centrally managed strategies and locally managed portfolios, employing fundamental analysis, tactical allocations, ESG risk models, and technology tools, including generative AI.

Mahshid Kamali is a financial advisor at SVB Wealth with Series 65 and Series 63 licenses and three years of industry experience. She has worked at First Citizens Bank & Trust since 2023 as a Client Service Specialist and has been associated with SVB Wealth since 2015. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients with wealth management, financial planning, and retirement plan advisory services. The firm employs a documented due diligence process to select and monitor third-party managers and operates as a wholly owned, non-bank subsidiary of First Citizens Bank & Trust Company.

Andrew Eismont is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and 32 years of industry experience. He has been with Wedbush Morgan Securities Inc. since 2007 and has worked at Brookstreet Securities since 1999. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients across a range of asset classes and strategies, including wealth management, fixed income, commodities, and capital markets. The firm offers discretionary and non-discretionary portfolio management and support services such as custodial, clearing, and prime services.

Brenda Chatman is a financial advisor at Abacus Wealth Partners with 11 years of industry experience. She has held her current position at Abacus Wealth Partners since 2014. She holds the Series 63 and Series 65 registrations. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm employs an asset-class investing approach grounded in academic research and integrates ESG screening and private pooled investments into client portfolios.

Jonathan Loyhayem is a financial advisor at Gibbs Wealth Management, LLC in Santa Monica, CA, holding a Series 65 credential and with one year of industry experience. He has worked previously with Alevo Wealth Management and Alevo Financial & Insurance Agency, where he is also the owner of an insurance agency. Loyhayem serves as CEO of Jonathan & Ethan Inc., a real estate management company, and is involved in related business activities outside the investment advisory field. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

Morris Amiri is a financial advisor at Sowell Management with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including D A Investments and RBC Capital Markets. Outside of advising, he owns GLC Management, a real estate company. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers access to model portfolios, sub-advisory relationships, and unified managed account solutions.

Elizabeth Margalis is a CFA® charterholder with six years of industry experience. She has been with Everett Harris & Co. in Los Angeles since 2010, where she is part of a team of ten advisors. Everett Harris & Co. is an employee-owned firm founded in 1937 that provides discretionary and non-discretionary investment management to a diverse client base including individuals, corporations, pension plans, and charitable institutions. The firm emphasizes fundamental analysis and a buy-and-hold investment approach, managing over $11 billion in assets across approximately 718 client relationships.

James Ward is a CFA® charterholder with 28 years of industry experience, currently serving as an advisor at Everett Harris & Co., where he has worked since 1982. He is also a general partner of Rainbow Capital Management, LLC, providing investment management services to a private investment fund, the Rainbow Fund, LP. Everett Harris & Co. offers discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold strategy across a diversified range of asset classes, supported by regular investment team meetings and tailored portfolio adjustments.

Sean Shannon is a CFP® and CFA® with 12 years of experience in financial advising. He has been with Monograph Wealth Advisors, LLC since 2015. Outside of his advisory role, he contributes to Libretto, LLC, a financial planning software company, by providing software and strategy improvements. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients, offering investment advisory, wealth planning, pension consulting, and philanthropic services. The firm employs a customized investment approach focused on asset allocation and risk management, utilizing both in-house management and selected sub-advisors.

Jessica Sequeira is a financial advisor with MissionSquare Retirement in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at ICMA Retirement Corporation since 2008. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm employs model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants with a multi-team advisory structure.

Jacqueline Cortez is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation with nine years of industry experience. She has been with Wedbush Securities since 2016. Outside of her advisory role, she is a part-time real estate agent with Berkshire Hathaway Home Services in Downey, CA. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm’s services include discretionary and non-discretionary portfolio management, institutional research, and clearing and prime brokerage capabilities.

Charles Hilliard II is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials and having 29 years of industry experience. His prior roles include positions at Kestra Investment Services, Merrill, Banc of America Investment Services, Morgan Stanley, and Ameriprise Advisor Services. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management and capital markets services including discretionary and non-discretionary portfolio management, fixed income, commodities, and securities lending.

Daryl Cole is a CFP® professional with over 31 years of industry experience, currently affiliated with NWF Advisory Services Inc. He previously worked at NATIONAL PLANNING CORPORATION and OSAIC. Cole serves on the boards of Mercy House Living Centers, a nonprofit focused on ending homelessness, and Orange Lutheran High School, where he is also an audit committee member. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a multi-team structure of more than 100 advisors. The firm primarily serves individual and high-net-worth clients using an open-architecture, technology-driven platform to offer portfolio management, financial planning, and retirement plan consulting services.

Russell Hoss is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Composition Wealth, LLC. He has two years of industry experience, including prior roles at Future Wealth LLC and Champlain Investment Partners. Composition Wealth, LLC offers investment management, financial planning, and retirement plan advisory services to a broad client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm utilizes a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other investment vehicles.

Ara Kachadourian is a financial advisor at AlphaStar Capital Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including US Capital Global Wealth Management and Platinum Wealth Strategies. Outside of his advisory role, Kachadourian is involved in advising a technology software company on U.S. market expansion and manages family-owned real estate consulting and investment businesses. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm uses model portfolios and advisor-directed strategies incorporating a range of investment vehicles, and it supports client plans with ERISA-related services and third-party portfolio construction technology.

Zane Zent is a CFP® professional with two years of experience in the financial advisory industry. He is currently with Mutual Advisors, LLC and previously worked at Protection Point Advisors, Virgin Orbit, and Price Waterhouse Coopers. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts and estates, retirement plans, qualified purchasers, and institutional investors. The firm blends active and passive investment strategies tailored to client objectives and manages approximately $9.45 billion across 154 advisors, including some less common institutional types such as sovereign wealth funds.

Nathan Chong is a financial advisor at AWM Capital, LLC with a Series 65 credential and one year of industry experience. He previously worked at Cooper McManus and attended St. Mary’s College. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm utilizes a liability-driven investing approach and offers financial planning, retirement advice, business consulting, and asset management through a diverse range of investment vehicles and affiliated private funds.

Carl Forster is a financial advisor with Aspiriant, LLC in Los Angeles, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Aspiriant since 2010. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning, family office, and specialty services. The firm offers customized investment programs utilizing various asset allocation strategies, third-party managers, and private investments, supported by extensive family office capabilities and a unique affiliation with Strategic Planning Law Group, PC.

Alfonso Valdez is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Trilogy Capital, Inc., LPL Financial, and National Planning Corporation. He is also licensed to sell fixed insurance products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm employs a range of portfolio management strategies and utilizes multiple platform relationships to tailor investment solutions to client objectives.