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.

Jennifer Malek is a financial advisor with The Wealth Consulting Group who holds Series 63 and Series 65 licenses and has 27 years of industry experience. She has been with The Wealth Consulting Group since 2016 and has worked at LPL Financial since 2006. Outside of her advisory work, she is involved with Riman Skin & Body Products, a Korean skin and body care line. The Wealth Consulting Group provides fee-based wealth management, portfolio management, and financial planning services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party manager programs across multiple custodial platforms.

Gabriel Cena is a CFP® professional with 10 years of experience in financial advisory services. He has been with Archer Investment Corporation since 2015 and also operates GDC Tax Solutions Inc. outside of his advisory role. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm manages approximately $900 million on a primarily discretionary basis, offering a range of services from comprehensive financial assessments to model-based strategies utilizing mutual funds and ETFs.

Narek Mnatsakanian is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked at City National Securities 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 delivers financial planning, portfolio management, and ongoing reporting, with investment management delegated 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.

Michele Farrell is a financial advisor with Gradient Advisors, LLC in Woodland Hills, CA, holding Series 63 and Series 65 designations and seven years of industry experience. Her prior roles include positions at Oregon Pacific Financial Advisors, The Financial Architects Wealth Management LLC, and Transamerica Financial Advisors, Inc. She also serves as Support Director for Inland Valleys Networking, Inc., where she trains on networking topics. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model combined with risk assessment tools and multiple analysis techniques in portfolio management.

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.

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.

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.

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.

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 financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and bringing eight years of industry experience. She has worked at City National Bank since 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, with investment management delegated to an affiliated sub-advisor that constructs asset allocation strategies and manages portfolios using a range of securities.

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 with SEIA in Los Angeles, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at SES Inc., Royal Alliance Associates, and First Pacific Advisors. Outside of finance, he is a co-founder of WFP Wine Company, LLC, a business focused on the production and distribution of wine. 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, employing both discretionary and non-discretionary investment management approaches.

Robert Wheatley Jr. is a CFP® with 30 years of industry experience, currently affiliated with Sovran Advisors, LLC. His prior roles include positions at LPL Financial, Trilogy Capital, and Envisage Wealth Management, where he serves as CEO and President. He is also an elected board member of 100 Black Men of America, contributing to oversight of policies and membership for the Los Angeles chapter. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering customized portfolio management and financial planning supported by multiple platform relationships and a variety of investment strategies.

Sophie Leahy is a CFP® professional with five years of experience in financial advising. She currently works at Morton Wealth and previously held roles at Burt Wealth Advisors and Obsidian Planning Solutions. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, and consulting services. The firm employs a modern portfolio approach emphasizing diversification and risk management and is notable for its involvement with private funds and pooled investment vehicles.