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.

Jo Anne Jessee is a financial advisor at Abacus Wealth Partners with one year of industry experience. She holds a Series 66 designation and has worked previously at firms including The Leaders Group Inc and several Cetera entities. Jessee is based in Santa Monica, CA. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, trusts, charitable organizations, and business entities. The firm employs a passive, asset-class focused investment approach using institutional funds, fundamental manager analysis, and ESG screening when requested, while also managing private fund investments through its role with the Align Impact private fund.

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.

Shehab Mohammad is a financial advisor with NWF Advisory Services Inc in Los Angeles, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with NWF Advisory Services since 2007 and has a longstanding affiliation with Royal Alliance Associates, Inc. since 1994. Mohammad serves on the board of the Optimist Youth Home, a nonprofit organization. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and offers a range of investment programs, including advisor-managed portfolios and third-party model portfolios, focusing mainly on strategic long-term investing within an open-architecture wealth management platform.

Michael Cheatham is a CFP® professional affiliated with RBC Securities, Inc. in Los Angeles, CA, with 11 years of industry experience. His prior work includes roles 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, including high-net-worth clients, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to its affiliated sub-advisor, RBC Rochdale.

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. He holds a Series 66 designation and has previously worked at SES LLC, Royal Alliance Associates, and Canon Medical Systems Inc., among other firms. SEIA provides advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of over 130 advisors managing approximately $22.5 billion in assets. The firm offers various managed account programs and financial planning solutions, combining strategic and tactical asset allocation within a client-driven investment process.

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.

Anthony Blueford is a financial advisor with Arax Advisory Partners in Santa Monica, CA, holding a Series 65 credential and nine years of industry experience. Prior to joining Arax in 2025, he spent nine years with Georgina Asset Management. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in regulatory assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation, with notable use of performance-based fee arrangements and carried interest structures.

Rob Knowles is a financial advisor at Copeland Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AMI Asset Management. His role at Copeland Capital Management began in 2020, and he also has experience with Vigilant Distributors, LLC. Copeland Capital Management is an SEC-registered investment adviser managing discretionary portfolios for a diverse client base that includes individuals, pension plans, trusts, and institutional investors. The firm employs a conservative, dividend-growth investment philosophy utilizing fundamental, quantitative, macro, and technical analysis across a range of market-cap focused strategies, managing over $4 billion in discretionary assets and providing model portfolios and advice for an additional $3.7 billion.

Andrew Mancuso is a CFP® professional with 15 years of industry experience, currently serving at The AmeriFlex Group. His prior roles include positions at Cambridge Investment Research, OSAIC, Sagepoint Financial, and U.S. Bancorp Investments. Mancuso is also the owner and president of Mancuso Wealth Management, LLC, where he is involved in tax services and insurance/benefits consulting. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a broad network of advisory affiliates. The firm offers customized portfolio management, financial planning, third-party manager selection, and retirement plan consulting using a variety of model asset allocations and manager relationships.

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-registered advisor at SEIA with two years of industry experience. His prior roles include positions at SES LLC, Seia LLC, Payden & Rygel, and PNC Bank Wealth Management. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a multi-team platform. The firm manages approximately $22.5 billion in assets, offering multiple managed account programs and comprehensive financial planning supported by a structured investment process and an internal research group.

Daniel Mezzera is a financial advisor at Gerber Kawasaki Wealth & Investment Management with four years of industry experience. He holds a Series 65 designation and has worked at Gerber Kawasaki since 2021. Prior to that, he spent 14 years at Tecolote Research Inc. Outside of his advisory role, he is involved with GK Tax and Accounting in Santa Monica, where he refers clients and acts as a liaison between clients and CPAs. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual households and institutional entities, offering wealth management, financial planning, pension consulting, and alternative investment access. The firm employs tailored portfolio strategies with tools such as tax-loss harvesting and rebalancing, and acts as sub-adviser to an actively managed ETF focused on growth stocks.

John Wallbrink Jr. is a financial advisor with Nwf Advisory Services Inc. He holds Series 63 and Series 65 designations and has 36 years of industry experience. His prior work includes roles at Whjr Associates and ongoing involvement with OSAIC since 2007. Outside of advising, he assesses insurance needs related to estate preservation, family protection, and long-term care for existing clients. Nwf Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisory representatives. The firm serves primarily individual and high-net-worth clients, offering portfolio management, model portfolios, financial planning, and retirement plan consulting using a technology-driven, open-architecture platform that incorporates risk assessment and asset allocation tools.

Albert Dipippo is an investment advisor with Siebert AdvisorNXT, LLC., holding Series 63 and Series 66 designations and bringing 42 years of industry experience. His prior work includes roles at Muriel Siebert & Co., Inc., Muriel Siebert, and Stockcross Financial Services, Inc. He divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC., both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program and access to third-party sub-advisors. The firm uses mean-variance optimization based on Modern Portfolio Theory to construct portfolios mainly with ETFs and ETNs, combining algorithmic portfolio construction with optional dedicated advisor support.

Chad Miller is a financial advisor at SEIA with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including SES LLC and Royal Alliance Associates, INC. since 2015. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a multi-team platform of 132 advisors managing approximately $22.5 billion in assets. The firm employs a client-driven investment process that incorporates strategic and tactical asset allocation and offers a range of managed account programs and financial planning services.

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.

Mark Goldsmith is a financial advisor with Select Money Management, Inc. in Los Angeles, CA, holding a Series 63 designation and 38 years of industry experience. His career includes roles at Securities Equity Group and Select Portfolio Management, Inc. He is also involved in fixed life and annuity sales as a licensed insurance agent. Select Money Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, retirement plans, trusts, foundations, and endowments, managing approximately $1.5 billion across about 825 client relationships. The firm employs a combination of fundamental and technical analysis with a proprietary tactical asset allocation methodology to construct model portfolios and selects and monitors unaffiliated third-party managers.

Sylvain Lapointe is a financial professional with 23 years of industry experience, currently affiliated with NWF Advisory Services Inc. He holds a Series 66 designation and has worked at On Pointe Capital, Inc., Osaic Wealth, and WHJR Associates. Lapointe also markets himself under the DBA Artisan Capital Partners and provides life and long-term care insurance services as a statutory agent. NWF Advisory Services, Inc. offers portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and provides both wrap and non-wrap account programs through an open-architecture wealth management platform that incorporates advisor-managed portfolios, third-party models, and various investment strategies.