Cyrus De Reu is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2022. His prior work includes roles at Doordash, Nike, Inc., and Azusa Pacific University. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a diverse clientele, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers discretionary, fee-only investment management coupled with financial planning and retirement plan services, utilizing a multi-advisor platform with an investment committee that employs both qualitative and quantitative research methods.

Camille Madison is a financial advisor at Valley Wealth Managers, Inc. with five years of industry experience. She holds the Series 66 designation and previously worked at Goldman Sachs and OneMain Financial. Valley Wealth Managers, Inc. is an SEC-registered adviser managing approximately $2.69 billion for individual and institutional clients. The firm’s investment process is client-driven, combining equities, fixed income, and cash, with portfolios typically holding individual securities alongside mutual funds and ETFs as appropriate.

Samuel Miller is a CFP® and CFA® with 17 years of experience in the financial services industry. He currently serves as Executive Vice President of Investment Strategy at SEIA, where he manages the Research Department. Miller has worked at firms including Royal Alliance Associates, United Capital Financial Advisers, and Northwestern Mutual. He is a volunteer member of the Foundation Investment Committee at Vanguard University. SEIA is a multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm offers a range of services such as portfolio management, financial planning, retirement plan consulting, and investment consulting, employing a combination of strategic, tactical, quantitative, and qualitative approaches in its investment process.

Sarah Chhotani is a Series 65-licensed financial advisor at Westmount Partners, LLC with two years of industry experience. Her prior roles include positions at Merrill Lynch and USC Dornsife Office of Administration and Finance. Westmount Partners provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm constructs portfolios primarily with mutual funds and managed strategies, incorporating alternative investments through private and interval funds, and manages a series of multi-manager private funds.

Stephen Wiley is a financial advisor at Northern Trust Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Northern Trust Securities since 2008. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through various managed account platforms, combining advisory, brokerage, and custody services.

Roy Guia is an advisor with Mariner Independent in Torrance, CA, with experience primarily in accounting and financial services since 2016. His background includes roles at several accounting firms such as Westside CPAs LLP, Armanino, Marcum LLP, and operating his own Roy Guia Accountancy Corporation. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of 119 advisors and a variety of investment platforms.

Stephen Tu is a financial advisor with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Bank of America, Merrill, and Morgan Stanley. Outside of investment advisory, he acts as a mortgage financing referral partner, referring clients to mortgage brokers. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that integrates fundamental and technical analysis and utilizes both internal and third-party AI tools as decision support.

Anita Heller is a financial advisor with SteelPeak Wealth, LLC in Los Angeles, CA, holding Series 65 and Series 66 licenses. She has one year of industry experience, including roles at JPMorgan Private Bank and One Capital Management, LLC. Anita also has experience working at the University of California, Santa Barbara. SteelPeak Wealth serves a diverse client base ranging from individual investors to family offices and registered investment companies. The firm provides financial planning, discretionary portfolio management, and alternative investment consulting, utilizing proprietary model portfolios and conducting due diligence on private securities for accredited clients.

Lynn Kulzak is a financial advisor at BCG Securities, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at BCG Securities since 2003, with prior experience at Horace Mann Investors, Inc. since 2019. BCG Securities serves institutional retirement plans and individual clients, focusing on portfolio management, financial planning, and pension consulting. The firm emphasizes tailored investment policy statements and non-discretionary advice, using independent third-party managers and multiple investment analysis methods.

David Shilling is a financial advisor with Altitude Capital Management LLC in Westminster, CA, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Altitude Capital Management since 2025 and previously operated Shilling Investments since 2019. Outside of his advisory role, he is also involved in insurance sales and mortgage brokerage through Whitney & Associates and West Capital Lending. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm’s investment approach is individualized based on client goals and risk tolerance, employing various strategies to maintain long-term purchasing power.

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 a Series 66 designation and has worked at firms including Raymond James & Associates and Charles Schwab & Co., Inc. She is currently a Registered Associate at SEIA, an independent registered investment adviser. SEIA is a multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutions. The firm combines strategic and tactical asset allocation with both quantitative and qualitative security selection, offering a range of portfolio management and financial planning services across various account structures.

Canon Price is a financial advisor with SEIA and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including 17 years at Beverly Investment Advisors and shorter tenures at Summit Wealth Management and Lido Advisors. Price currently serves as a Senior Financial Advisor at SEIA. 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 through a standardized investment process, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

William Collopy is a financial advisor at SEIA with 14 years of industry experience. He holds the Series 66 designation and has worked with firms including Royal Alliance Associates and JHFN SII. His professional activities include insurance sales and service consistent with financial planning. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services, employing a six-step investment process that combines strategic and tactical asset allocation with quantitative and qualitative security selection.

Coco Lorenzo is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Monograph Wealth Advisors, LLC since 2018 and previously held roles at The Leaders Group Inc and Stonemark Wealth Management. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, providing investment advisory services along with wealth planning, pension consulting, and philanthropic services. The firm emphasizes customized investment policy statements and employs asset allocation, third-party sub-advisors, and alternative investments as appropriate.

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.

Cameron Doty is a Certified Financial Planner (CFP®) with six years of industry experience. He has worked at Certuity, LLC since 2020 and previously held roles at Camden Capital and Aramark. Certuity, LLC manages approximately $3.3 billion and provides investment advisory, financial planning, family office, and investment consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, and pooled investment vehicles. The firm focuses on a long-term, buy-and-hold investment approach combining fundamental and quantitative analysis, with offerings that include separately managed public equity strategies and access to private markets.

Steven Murphy is a CFP® with four years of industry experience, currently advising at Root Financial Partners. His prior roles include positions at USA Financial Securities and Sterling Wealth Partners. He has also worked in community and educational settings in Whittier, CA. Root Financial Partners provides investment management and financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm emphasizes diversified, passive investment strategies tailored to client objectives and also offers educational programs and paid online academies for financial education.

Zheng Nan Xu is a CFP® and CFA® credentialed financial advisor with eight years of industry experience. He is currently with RBC Securities, Inc. in Los Angeles, having previously worked at firms including Cetera, East West Bank, HSBC, and Lincoln Financial Advisors. 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 offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor, RBC Rochdale.

Payam Taghibagi is a CFP® with 36 years of industry experience. He is a founding partner of SEIA LLC and has worked at firms including Signator Investors, Inc. and Royal Alliance Associates, Inc. His activities include managing bookkeeping operations for related entities. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a six-step investment process combining strategic asset allocation with tactical adjustments and offers a range of portfolio management and financial planning services, with a notable emphasis on non-discretionary management.