Ashley Lamothe is a financial advisor with Snowden Capital Advisors LLC in Pasadena, CA, holding a Series 66 designation and four years of industry experience. She previously worked at Vermilion Cliffs Partners/Cinnabar Operating from 2016 to 2022. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes customized model portfolios as well as third-party managers to provide a range of investment solutions.

Malcolm Maclennan is a financial advisor with NFSG Corporation in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Newbridge Securities Corporation, FSC Securities Corp, and Oppenheimer. He is also involved in insurance sales as an agent. NFSG Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers customized portfolios using a blend of fundamental, technical, and cyclical analysis, often employing third-party asset managers and delivering services on both a discretionary and non-discretionary basis.

Craig Kelley is a CFP® professional affiliated with RBC Securities, Inc. in Los Angeles, CA, with 16 years of industry experience. He has been associated with City National Bank since 2000. 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 from an affiliated sub-advisor and operates within a broad financial services group that includes banking, trust, and municipal advisory functions.

Ali Matin is a financial advisor at Wedbush Securities Inc. with 11 years of industry experience. He holds the Series 66 designation and has been with Wedbush Securities since 2015. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, including wealth management, fixed income, commodities, securities lending, capital markets, and prime services, managing approximately $5.68 billion in regulatory assets.

Jonathan Di Gerolamo is a financial advisor at Kinetic Investment Management, Inc. with a Series 65 designation and six years of industry experience, including prior roles at Finish Strong Financial Services and his family insurance business. He is based in Los Angeles, CA. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a multi-method investment approach with a long-term focus and offers educational seminars for clients.

Dustin Hansen is a financial advisor at RBC Securities, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked previously at U.S. Bank, U.S. Bancorp Investments, Inc., Unionbanc Investment Services, MUFG Union Bank, and Wells Fargo in various roles. 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 operates as both an SEC-registered investment adviser and a FINRA broker-dealer, offering financial planning, portfolio management, and ongoing reporting to clients.

Jeffrey Zuanich is a financial advisor at SEIA with 19 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including SES LLC and Royal Alliance Associates, Inc. He maintains a California insurance license in a non-producer capacity to assist with proposal and illustration support. SEIA serves individuals, trusts, estates, retirement plans, and corporate clients through a multi-advisor platform that manages approximately $22.5 billion in assets. The firm employs a client-driven investment process combining strategic and tactical allocation, offering both non-discretionary and discretionary managed account programs along with modular financial planning and retirement consulting services.

John Brouillard Jr. is a CFA® charterholder and holds a Series 66 license, with 15 years of industry experience. He is currently affiliated with RBC Securities, Inc. and has been with City National Securities, Inc. since 2015. Outside of his advisory role, he is involved with Summer Search, a charitable foundation, where he leads the planning committee for an annual golf and tennis fundraiser event. 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 services with a broad financial services group affiliated with a bank parent, offering financial planning, portfolio management, and ongoing reporting to its clients.

Jennifer Kim is a CFP® with 33 years of experience in the financial services industry. She is currently a senior partner at SEIA and has held positions at SES Inc., Royal Alliance Associates, Inc., Seia LLC, and Signator Investors, Inc. Outside of her advisory role, she serves on several boards, including family and children services, a Korean American museum, and local chambers of commerce, and she is the president of a parent association at her children’s school. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, and consulting services. The firm employs a research-driven investment process combining strategic asset allocation with tactical adjustments and manages assets primarily on a non-discretionary basis.

Paul Ryan is a financial advisor at Genter Capital Management with 23 years of industry experience. He holds the Series 66 designation and has been associated with RNC Capital Management LLC since 2001. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, managing over $7 billion in assets and serving more than 3,800 clients.

Ryan Applegate is a financial advisor with Carnegie Investment Counsel in Los Angeles, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Carnegie, he worked in the medical services field, including roles at Colchis Medical Services PC and David Lortscher MD PC. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm’s investment approach incorporates fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

Richard Brown is a financial advisor with Arete Wealth Advisors, LLC, holding a Series 63 designation and bringing 31 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 21 years before joining Arete Wealth Advisors and Arete Wealth Management in 2019. Outside of his advisory role, he teaches continuing education classes on fixed insurance for CPAs and attorneys. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and retirement plan services, utilizing both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels as part of its service approach.

Nicholas Anduze is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding a Series 65 credential with six years of industry experience. He previously worked at Neilson Financial Services and Ameriprise Financial Services, Inc. Outside of his advisory role, he serves as a liaison between clients and the CPA department at GK Tax and Accounting, where he refers clients and provides financial planning advice. Gerber Kawasaki Wealth & Investment Management serves a diverse client base that includes both individual and institutional investors. The firm employs tailored portfolio strategies with active management techniques and offers a range of services including wealth management, financial planning, pension consulting, and access to alternative investments.

Maddox De Nunzio is a financial advisor at Perennial Financial Services with a Series 66 designation and experience beginning in 2024. His prior roles include positions at LPL Financial and Asset Preservation Strategies, as well as teaching at Cal Poly San Luis Obispo. He also provides administrative support to Perennial Investment Advisors, LLC, an independent investment advisor firm. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolio allocations and retirement plan solutions.

Vito Roberto is a financial advisor at Mutual of Omaha Investor Services, Inc. with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Mass Mutual and Securities America. In addition to his advisory role, he is an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives using approved products and model portfolios.

John Rasic is a financial advisor with SEIA in Los Angeles, CA, holding a Series 66 designation and nine years of industry experience. He has previously worked at SES LLC, Royal Alliance Associates, Inc., and Signator Investors Inc. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, and consulting services. The firm combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary managed-account programs supported by an in-house research group and an Investment Committee.

Dalia Dardoon is a financial advisor at SteelPeak Wealth, LLC with a Series 65 credential and one year of industry experience. She previously worked at Morton Wealth and Strategic Valuation Group, among other roles. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, using proprietary model portfolios and conducting due diligence on private funds for eligible clients.

Ryan Saidi is a financial advisor at SteelPeak Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with SteelPeak Wealth Management since 2016. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, and access to alternative strategies through proprietary and custom model portfolios, as well as private placement investment consulting.

Fernando Sanchez is a CFP® professional with three years of industry experience. He has worked at Aspiriant, LLC since 2019 and previously spent four years at Wealth Management Lab. Sanchez is based in Los Angeles, CA. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside wealth planning, family office services, and specialty consulting, utilizing a customized investment approach supported by internal research and diverse implementation options.

Brandon Mc Auslen is a financial advisor at SteelPeak Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining SteelPeak Wealth, he worked at Coldstream Wealth Management and Freestone Capital. His background also includes roles outside the financial industry, such as positions in the food service sector and at Seattle University. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, and family offices. The firm provides financial planning, portfolio management, alternative investment consulting, and uses proprietary model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.