David Bender is a financial advisor at Siebert AdvisorNXT, LLC with 43 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Muriel Siebert & Co., Inc. since 2017 and StockCross Financial Services since 2010. He is a dual employee of Muriel Siebert & Co., LLC and Siebert AdvisorNXT, splitting his time evenly between both firms. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm utilizes a web-based AdvisorNXT platform and third-party managers, applying Modern Portfolio Theory and risk-tolerance questionnaires to construct ETF/ETN-based portfolios with rebalancing and offers both discretionary and non-discretionary management options.

Michael King is a financial advisor with Aspiriant, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Truist Advisory Services, SunTrust Bank, and GenSpring Family Offices. He has been with Aspiriant since 2023. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering investment management and comprehensive wealth planning and family office services. The firm’s investment approach includes customized asset allocation with a range of implementation options and proprietary resources, as well as specialized services such as tax and estate planning and divorce financial analysis.

Lisa Gilmore is a financial advisor at HBW Advisory Services LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with HBW Advisory Services since 2021, following prior roles at HBW Partners, Cetera Advisor Networks LLC, and HBW Securities LLC. HBW Advisory Services manages approximately $1.75 billion in assets, providing asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach incorporating tactical asset allocation, fixed income, and multi-manager diversification, and offers sub-advisory, co-advisor, and online wrap-fee portfolio services.

Leonard Hirsh is a CFP® professional with 11 years of experience in the financial services industry. He is currently a financial advisor at SEIA and has previously worked at Ses LLC, Royal Alliance Associates, Inc., and Sii. He holds a California insurance license as a producer. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments in its investment approach and offers a mix of discretionary and non-discretionary investment management, financial planning, and consulting services.

Kevin Rex is a financial advisor with Morton Wealth in Calabasas, CA, holding a Series 65 credential and 11 years of industry experience. He has been with Morton Capital Management, LLC since 2015. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled investment vehicles by providing customized investment management, financial planning, and ancillary services. The firm emphasizes modern portfolio principles, diversification, and risk management, and is notable for its involvement in private funds and tailored client offerings.

Donna Lea is a CFP® professional with 22 years of industry experience, currently serving with Osaic Wealth, Inc. since 2017. Prior to this, she worked at National Planning Corporation for eight years. She is involved in nonprofit work as Vice President of Fundraising for ICIA PTO. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that supports a broad client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services through a large network of financial advisers and utilizes a comprehensive investment process combining risk assessment, asset allocation, and portfolio optimization tools.

Julie Yoon is a CFP® professional at Westmount Partners, LLC with two years of industry experience. She has previously worked at Carnegie Investment Counsel and Laurel Grove Capital. Her current role at Westmount involves portfolio management and financial planning. Westmount Partners, LLC provides discretionary portfolio management and financial planning to individual clients, pension and profit-sharing plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion across 1,400 clients, using no-load mutual funds, pooled vehicles, and alternative investments, while also serving as adviser and sub-adviser to multiple pooled private funds.

Anthony Amaradio is a financial advisor with SEIA, holding Series 63 and Series 66 credentials and bringing 45 years of industry experience. His work history includes long tenures at Select Portfolio Management, Inc. and SELECT Money Management, Inc. He co-owns an administrative services company and is involved with Faithful With Finances, Inc., which publishes financial curriculum for churches and promotes related speaking engagements. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm’s investment approach integrates strategic macro asset allocation with tactical adjustments and emphasizes primarily non-discretionary asset management, supported by an in-house Investment Solutions Group and Investment Committee.

William Pierrepont is a Series 65-licensed financial advisor with First Foundation Advisors, based in Los Angeles, CA, and has three years of industry experience. He also holds roles outside of investment advising, including as a registered representative addressing life and health insurance needs at Transamerica and as a business development associate in video production services at King and Country LLC. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm uses an open-architecture, multi-asset approach and is affiliated with a bank holding company, enabling integrated banking and financial product referral services.

Anneliese Johnson is a financial advisor at Moss Adams Wealth Advisors LLC with 28 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Moss Adams Wealth Advisors since 2001, also working with Moss Adams Securities & Insurance LLC since 2005. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets with a core-and-satellite investment approach and customized portfolio strategies.

Jonathan Nicolas is a financial advisor at SEIA with 22 years of industry experience. He holds a Series 66 designation and has worked previously at SES LLC, Royal Alliance Associates, Inc., and Signator Investors Inc. In addition to financial advising, he is licensed to sell and service insurance consistent with financial planning. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm’s investment process combines strategic macro asset allocation with tactical adjustments and is notable for managing a majority of assets on a non-discretionary basis, alongside discretionary platforms.

Alison Roth is a CFP® and CFA® with five years of industry experience. She is currently with Mariner Independent and has worked at several firms including Mariner Wealth Advisors, AdvicePeriod, LLC, Apexium Financial, Altfest Personal Wealth Management, and Payden & Rygel. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and discretionary management supported by institutional and retirement plan resources through affiliated entities and third-party partnerships.

Semir Amin is a financial advisor at SEIA with 38 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including Securities Equity Group and Select Portfolio Management, where he held roles for 20 years or more. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of roughly 140 advisors. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, employing both discretionary and primarily non-discretionary management across various financial planning and consulting services.

Stan Choo is a CFP® professional with 19 years of industry experience, currently with Perennial Financial Services in Los Angeles, CA. He previously worked at Ameriprise Financial Services, Inc. for 13 years before joining Perennial Investment Advisors, LLC and LPL Financial in 2019. He is also involved as an agent with Perennial Legacy Insurance Solutions. Perennial Financial Services provides investment advisory and consulting to individual clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor portfolio allocations and deliver ongoing retirement plan consulting.

Linda Sherman is a financial advisor at Blackridge Asset Management, LLC with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including ClearBridge Investments and Cheviot Value Management. Sherman is also co-founder of Financially Empowered, LLC, a training and consulting business. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored financial planning and model-based portfolio management through an online platform, often utilizing affiliated turnkey asset management solutions and a variety of discretionary and non-discretionary arrangements.

Mia Sulak is a financial advisor at Financial & Tax Architects, LLC with two years of industry experience. She holds a Series 65 designation and has operated The Mia Sulak Agency, Inc., an insurance sales business focused on life insurance, since 2014. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, especially those nearing or in retirement. The firm uses proprietary investment strategies with regular account reviews and offers additional services including retirement-plan consulting and educational seminars.

Nicholas Mcdonald is a financial advisor with One Capital Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with One Capital Management since 2012 and also has a teaching role at California State University Northridge starting in 2011. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. The firm provides wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, constructing customized, globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income.

Andrew Douille is a Series 65-licensed financial advisor with Mariner Independent, based in Westlake Village, CA, and has two years of industry experience. His work history includes roles at AdvicePeriod and Investment Operation Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party managers, and retirement plan services, supported by institutional resources and affiliated investment relationships.

Ian Rennick is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation. He has been with Morton Wealth since 2021 and previously worked at GlobalWide Media and American Vision Windows. Morton Wealth is a multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm uses standardized investment strategies tailored to client objectives, focusing on risk management and volatility reduction through a range of investment vehicles including mutual funds, ETFs, and private alternatives.

Asher Witham is a CFP® professional with experience at Forum Financial Management, LP since 2023 and prior roles including positions at Aeg, Calix, and Becker Surf & Sport. His background also includes four years at Pepperdine University and work at Thousand Oaks High School. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs based on a Modern Portfolio Theory approach.