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.

Sophois Sokhom is a CFP® with 15 years of industry experience, currently serving as an advisor at Accelerate Retirement. Her prior experience includes roles at Kestra Investment Services, NFP Retirement, Triad Advisors, Resources Investment Advisors, Independent Financial Partners, and LPL Financial. She is also a licensed insurance agent and recommends certain insurance products on a commission basis. Accelerate Retirement serves individual and institutional clients, offering retirement plan consulting, discretionary investment management, financial planning, participant investment advice, and fiduciary services. The firm constructs customized portfolios using a variety of investment vehicles and emphasizes a long-term approach combined with ongoing due diligence and portfolio monitoring.

Erik Johnson is an investment adviser representative with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. His background includes roles at The Financial Architects, Infinite Insurance & Financial Services, Lifemark Securities Corp., and Golden Empire Mortgage. Johnson also serves as an independent insurance agent and works alongside an estate planning professional to provide estate planning services. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for more than 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and ERISA and qualified plan consulting, employing a model-driven approach that incorporates quantitative optimization and economic data inputs.

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.

Shane Cummings is a CFP® professional with 19 years of industry experience and has been with Halbert Hargrove since 2006. He holds the Series 66 designation and is based in Long Beach, CA. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and other entities, offering discretionary, fee-only investment management, financial planning, and retirement plan services. The firm employs a multi-advisor approach supported by an Investment Committee that uses both qualitative and quantitative analysis to develop diversified portfolios across various asset classes.

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.

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.

Anthony Fratello is a financial advisor at Mutual Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at First Allied Securities, INC. In addition to his advisory role, he is an associate with CA Tax Planners, focusing on tax and estate planning strategies. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plan participants, and institutional clients. The firm offers a range of advisory services utilizing both active and passive investment strategies and emphasizes diversification tailored to clients’ objectives.

Evidio Mayea III is a financial advisor at Perennial Financial Services with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Wells Fargo Clearing. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities, offering discretionary asset management and financial planning tailored to client goals. The firm utilizes multiple platform relationships and combines ERISA retirement plan consulting with licensed insurance activities and dually-registered representatives.

Curtis Hill is a CFP®-certified financial advisor with 31 years of industry experience, currently serving at Portfolio Medics, LLC since 2019. He previously worked at Securities America Advisors, Securities America Inc, and Cetera Advisors. Outside of his advisory role, Hill is involved in publishing through Modern Millennium Press, where he self-publishes books. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a blend of strategic and tactical investment approaches across a variety of model portfolios and strategies.

Gabrielle Rosser is a financial advisor at Root Financial Partners in Los Angeles, CA, holding a Series 65 credential with two years of industry experience. Prior to joining Root Financial Partners, she worked at Vital Findings and Community.com. Outside of her advisory role, Ms. Rosser provides floral design services for events as a partner in her father’s company. Root Financial Partners offers investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm employs a broadly diversified, passive investment approach using index funds and ETFs, with portfolios tailored to client objectives, risk tolerance, and tax considerations, and provides educational programming and self-directed financial education through paid online academies.

Virginia King is a financial advisor with Aspiriant, LLC in Los Angeles, CA, holding a Series 65 credential and 17 years of industry experience. She has been with Aspiriant since 2008. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services. The firm offers customized investment programs using diverse implementation options and incorporates advanced tools like AI to assist client communications and analyses.

Dillon Cranston is a financial advisor at Signature Investment Advisors, LLC in Los Angeles, CA, holding a Series 66 credential with one year of industry experience. Prior to joining Signature Investment Advisors, he worked in various roles including at Zapwater Communications and SRG. Signature Investment Advisors provides investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions through a range of branded programs. The firm combines quantitative and qualitative research within a structured investment process, offering both discretionary and non-discretionary portfolio management strategies.

Kelli French is a financial advisor at SEIA with 11 years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes roles at SES Inc., Royal Alliance Associates, Inc., SII/John Hancock, and Fidelity Brokerage Services LLC. SEIA serves individual, high-net-worth, trust, retirement plan, institutional, and charitable clients through a multi-team advisory platform. The firm’s investment process combines strategic macro asset allocation and tactical adjustments guided by an in-house Investment Solutions Group and committee, with a predominance of non-discretionary asset management.

Dennis Shu is a CFP®-certified financial advisor with 14 years of industry experience, currently practicing at Perennial Financial Services in Los Angeles, CA. He has been with Perennial Financial Services since 2017 and is also involved with Perennial Financial & Insurance Services and LPL Financial. Outside of his advisory work, he is a swim instructor based in Santa Monica. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides fiduciary portfolio management tailored to client goals and risk tolerances, utilizing multiple platform relationships and combining retirement plan consulting with licensed insurance and dually-registered representative services.

Robert Francais is a financial advisor at Aspiriant, LLC in Los Angeles, CA, holding a Series 65 designation with 17 years of industry experience. He has been with Aspiriant since 2009. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning, family office, and specialty services. The firm offers customized investment programs utilizing a variety of implementation options and features expanded family office capabilities and public mutual funds investing in private assets.

Michael Baker is a financial advisor at Gerber Kawasaki Wealth & Investment Management with eight years of industry experience. He holds the Series 66 designation and has worked at Gerber Kawasaki since 2018, with prior roles at LPL Financial, LLC and Tecolote Research Inc. In addition to his advisory duties, he serves as a liaison between clients and the firm's CPA department, referring clients to GK Tax and Accounting. Gerber Kawasaki Wealth & Investment Management advises a diverse client base including individual households, retirement plans, trusts, and corporations. The firm employs an active portfolio management approach blending fundamental and technical analysis, offering both discretionary and non-discretionary services alongside tax preparation and estate-planning tools.

Jimmy Suh is a financial advisor with PFG Advisors who holds Series 63 and Series 66 designations and has 33 years of industry experience. His career includes roles at United Planners, OSAIC, Securities America, Mirae Asset Wealth Management, Eagle Wealth Management, and Merrill Lynch. Suh has maintained an independent advisory presence since 1992. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach combines model portfolios, third-party managers, and multiple marketplace platforms, emphasizing macro allocation and index-based ETFs alongside fundamental and technical analysis.

Guillermo Guzman is a financial advisor with RBC Securities, Inc. in Los Angeles, California, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at City National Securities, Fidelity Investments, Morgan Stanley Smith Barney, and Wells Fargo 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, with investment management delegated to an affiliated sub-advisor, RBC Rochdale. The firm is affiliated with a broad financial services group, including banking, trust, and municipal advisory services.