Remy Chang is a financial advisor at SEIA with one year of industry experience and holds the Series 66 designation. Prior to joining SEIA, Remy worked at Aventine Collective for three years. 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 using both quantitative and qualitative research, and a large majority of assets are managed on a non-discretionary basis.

Anthony Walsh is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Shuster Advisory Group, Total Accounting and Bookkeeping Services, and Harris Financial Advisors. SteelPeak Wealth, LLC serves a diverse clientele including individual investors, pension and profit-sharing plans, trusts, charities, family offices, private funds, and registered investment companies. The firm employs proprietary and custom model portfolios, alternative strategies, and private placement consulting, with ongoing monitoring and access to privately placed securities for eligible clients.

Michael Nunnelee is a CFP® credentialed advisor with 33 years of industry experience. He is currently with RBC Securities, Inc. in Los Angeles, CA, having previously worked with City National Securities, Inc. and City National Bank. 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 that implements diversified asset allocation strategies.

Murcy Huang is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Clifford Swan Investment Counselors since 2021. Prior to joining Clifford Swan, he worked at City National Bank for eleven years. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, private corporate pension and profit-sharing plans, and business owners. The firm’s investment approach centers on proprietary fundamental research for equities and credit-focused fixed income, constructing diversified portfolios tailored to clients’ objectives, liquidity needs, and tax considerations.

Brian Schiazzano is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. His prior roles include positions at SES LLC, Royal Alliance, Mariner Wealth Advisors, and Signature Estate & Investment Advisors. 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 combines strategic macro asset allocation with tactical adjustments, utilizing both discretionary and predominantly non-discretionary investment management approaches.

Jacob Quiroz is a CFP® and holds a Series 66 license with two years of industry experience. He currently practices at Earned Wealth Advisors, LLC, having joined in 2026 after roles at Abacus Wealth Partners, BakerAvenue Wealth Management, and Aspiriant LLC. Prior to his financial advisory career, his background includes positions at Kaiser Permanente, Tiffany & Co., and Edward Jones. Earned Wealth Advisors serves individual and institutional clients, particularly physicians, dentists, and their practice employees, offering comprehensive financial planning, discretionary wealth management, and retirement plan consulting. The firm utilizes independent investment managers, model portfolios, and a third-party consultant while providing access to alternative investments and employs tools like Monte Carlo analysis and automated tax-loss harvesting.

Jesus Quezada is a financial advisor at Alexander Capital Wealth Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Crown Capital Securities, Regal Investment Advisors, and Regulus Advisors. Outside of his advisory role, he is a partner in Valzada Industries, where he engages with homeowners and tradesmen to support community rebuilding efforts. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients for capital markets and M&A advisory. The firm employs a top-down, asset-allocation investment process that integrates proprietary technical analysis with fundamental review and uses discretionary management, sub-advisers, and model portfolios.

Andrea Mitchell is a financial advisor at SEIA with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Royal Alliance Associates, Bel Air Investment Advisors, and Crabel Capital. Mitchell also serves as a Trading Operations Analyst at SEIA. 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 quantitative and qualitative research, and manages assets primarily on a non-discretionary basis.

James Chu is a financial advisor at Virtue Capital Management, LLC with nine years of industry experience. He holds a Series 66 credential and has worked at firms including Transamerica Financial Advisors, Waddell & Reed, and World Financial Group. Outside of finance, he was involved with Wonderland Design Inc. for over two decades. Virtue Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified plans. The firm uses active tactical, strategic, and dynamic investment strategies combined with quantitative analysis and third-party manager selection to tailor portfolios to clients’ objectives and risk tolerances.

Matthew Hathway is a financial advisor at SEIA with three years of industry experience. He holds a Series 66 designation and previously worked at Alma Via of Camarillo and Atria Grand Oaks. Outside of advisory services, Hathway is involved in RIA sales and service through his role at SEIA LLC. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset allocation with tactical adjustments and employs both discretionary and non-discretionary investment management models, with a majority of assets managed on a non-discretionary basis.

Ivan Parry is a financial advisor at RBC Securities, Inc. with 29 years of industry experience. He holds a Series 66 designation and has worked at City National Securities, Inc., Western International Securities, Inc., and NPB Financial Group, LLC. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates portfolio management with banking and trust services, serving a broad client base including high-net-worth individuals.

Pamela Wilson is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at several firms, including CreativeOne Wealth, LLC, Searchlight Investments, LLC, and Beverly Drive Financial & Insurance Solutions, where she also serves as an insurance agent. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning, using an open-architecture platform and a combination of fundamental and technical analysis to tailor investment strategies.

Thomas Kang is a financial advisor at Wedbush Securities Inc. with 10 years of industry experience. He has been with Wedbush Securities since 2015 and holds the Series 66 designation. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account programs alongside commission-based brokerage arrangements.

Stephanie Mills is a financial advisor at SEIA with 26 years of industry experience. She holds a Series 66 license and has past work experience with Royal Alliance Associates, Inc. and Signator Investors Inc. Outside of her advisory role, she volunteers with a family business, Expo3, International Inc., assisting with benefits package decisions. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm’s investment process integrates strategic macro asset-allocation with tactical adjustments and employs a mix of discretionary and non-discretionary management approaches.

Matthew Outcalt is a financial advisor at SEIA with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Merrill Lynch, and several other financial and consulting firms. 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 offers investment management across various models, financial planning, retirement plan consulting, and investment consulting, with an investment process that combines strategic macro asset allocation and tactical adjustments guided by quantitative and qualitative research.

Michael Hu is a CFP® professional with 10 years of industry experience. He currently works at SEIA and has prior experience at Mariner Platform Solutions, AdvicePeriod, LLC, and Jackson Financial Management. 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 offers investment management, financial planning, and consulting services, with an investment process that combines strategic macro asset-allocation and tactical adjustments through both discretionary and non-discretionary models.

Max Seeget is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He has worked at Wedbush Securities Inc. since 2014. Wedbush Securities serves individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, advanced clearing, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

Ali Banki is a financial advisor at RBC Securities, Inc. with 15 years of industry experience. He holds the Series 66 designation and has previously worked at City National Securities, Inc., U.S. Bancorp Investments, Inc., and US Bank. 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’s investment management is provided by an affiliated sub-advisor, RBC Rochdale, which constructs asset allocation strategies and manages portfolios using mutual funds, ETFs, and individual securities.

Morten Roness is a financial advisor with SteelPeak Wealth, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He 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, private funds, and registered investment companies. The firm offers financial planning, retirement plan consulting, discretionary portfolio management, alternative strategies, and private placement investment consulting, utilizing proprietary and custom model portfolios as well as conducting due diligence on private securities for qualified clients.

Craig Watanabe is a CFP® professional with 43 years of industry experience, currently advising at Diversify Advisory Services, LLC. His prior roles include positions at DFPG Investments, Inc., American Financial Network Advisory Services, LLC, Core Compliance & Legal Services, Inc., United Planners' Financial Services, and Penniall & Associates, Inc. In addition to his advisory work, he provides compliance consulting services and is also licensed as an insurance agent. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, corporate consulting, and family office services, using a tactical diversification and individualized asset allocation approach tailored to client goals and risk tolerance.