Ilya Solovey is a financial advisor at SEIA with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Royal Alliance Associates and Charles Schwab. In addition to his advisory role, he serves as a client service manager supporting operational functions within SEIA. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering a range of investment management and financial planning services. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, delivering both discretionary and non-discretionary managed-account programs.

Steven Schwary is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses with 33 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc and Wells Fargo Advisors. Wedbush Securities serves a diverse client base including individual investors, high-net-worth clients, foundations, and institutions, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm provides both discretionary and non-discretionary managed accounts alongside commission-based brokerage arrangements.

Emily Benedetto is a Certified Financial Planner™ at Abacus Wealth Partners with eight years of industry experience. She has been with Abacus Wealth Partners since 2017 and previously worked at Pacific Ocean Pediatrics. Abacus Wealth Partners serves individuals, families, pension and profit-sharing plans, trusts, charitable organizations, and business entities with financial planning and investment management services. The firm employs an asset-class, passive-oriented investment approach, incorporating ESG screening when requested, and offers customized portfolios aligned with clients’ risk profiles and goals.

Deana Jackson is a financial advisor at Kinetic Investment Management, Inc. with over 18 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at 300 Financial Group and Open Financial Solution. She also provides annuities and life insurance products through 300 Financial Group. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities by offering portfolio management, financial planning, and sub-advisory services. The firm employs a long-term investment approach incorporating multiple analytical methods and may allocate portfolios to higher-risk, potentially illiquid investments when appropriate.

Ricardo Gonzalez is a CFP® professional with 17 years of industry experience, currently serving at Mission Wealth Management, LP since 2014. He also holds roles at JHFN SII and Signature Estate & Investment Advisors, LLC, both since 2013. Gonzalez is based in Los Angeles, CA, and holds Series 63 and Series 65 licenses. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17.0 billion and serving high-net-worth individuals, families, and institutional clients. The firm emphasizes long-term investment strategies and offers customized service models that include wealth management, portfolio management, financial planning, and institutional retirement plan services.

Evelyn Paul is a financial advisor at Wedbush Securities Inc. with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wedbush Securities since 2008. 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 solutions alongside commission-based brokerage arrangements.

Reesuk Kim is a financial advisor at Golden State Wealth Management, LLC with 21 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Golden State Wealth Management and LPL Financial since 2016. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes tailored portfolios based on asset allocation and various analytic methods, with discretionary portfolio management as the primary advisory relationship.

Robert Friedman is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, with 32 years of industry experience. He holds the Series 63 designation and has been with Wedbush Morgan Securities since 2009. Outside of his advisory role, he works as a Medicare insurance agent with UnitedHealthcare. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering a wide range of brokerage and investment advisory services. The firm combines broker-dealer and capital markets operations with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

Jared Chase is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at SEIA. His prior roles include positions at Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc. Jared is based in Los Angeles, CA. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm employs a research-driven investment process combining strategic asset allocation and tactical adjustments, offering both discretionary and non-discretionary managed-account programs.

William Martinet is a financial advisor at Monograph Wealth Advisors, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Cresset Asset Management, Evoke Wealth, and First Republic Securities Company. 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 bespoke investment policies and manages accounts using a range of strategies, including third-party sub-advisors and alternative investments.

Steven Jolly is a financial advisor with Perennial Financial Services in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Ford Financial Group, LPL Financial LLC, and Wells Fargo Advisors. He serves as a non-profit board member for the Fresno County Employees Retirement Association and is a trustee and volunteer for local retirement plans. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and retirement plan consulting, utilizing multiple platform relationships and third-party managers to deliver tailored portfolio solutions.

Aaron Jett is a CFP® and ChFC® with 24 years of industry experience. He is currently an advisor at SEIA in Los Angeles, CA, and has held positions at firms including Eagle Strategies, New York Life Insurance Company, and Bel Air Securities LLC. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, retirement plan consulting, and investment consulting services. The firm employs a research-driven investment process that combines strategic macro asset allocation with tactical adjustments and offers both discretionary and non-discretionary managed-account programs.

Eric Rosen is a financial advisor at SEIA with 12 years of industry experience. He holds a Series 66 designation and has previously worked with SES LLC, Royal Alliance Associates, and SII. Rosen serves as Chief Growth and Strategy Officer and Chief Compliance Officer at SEIA and Signature Investment Advisors, where he manages compliance programs and growth initiatives. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a team of 139 advisors. The firm offers multiple managed account programs and financial planning options, combining strategic and tactical asset allocation supported by a dedicated research group and an Investment Committee overseeing discretionary models.

Michael Rashtian is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, holding a Series 65 designation with four years of industry experience. Prior to joining SteelPeak Wealth Management in 2021, he worked at City National Rochdale and Bank of America. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, family offices, and registered investment companies. The firm offers financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, utilizing proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Chase Mc Cormick is a financial advisor at Gerber Kawasaki Wealth & Investment Management with a Series 65 designation. He has been with Gerber Kawasaki since 2023 and has prior experience in various roles including at Plastic Trees Pictures and Papa Romano's Pizza. Outside of finance, he has been involved with McCormick Basketball Camp since 2012. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, and institutional clients. The firm employs an active management approach with fundamental and technical analysis, systematic rebalancing, and tax strategies while providing a range of wealth management and financial planning services.

James Berliner is a financial advisor at Westmount Partners, LLC with 35 years of industry experience. He has been with the firm since 1990, contributing over three decades to Westmount Asset Management in Los Angeles, CA. Westmount Partners, LLC provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion and utilizes a portfolio construction approach focused on no-load mutual funds, pooled vehicles, and alternative investments for qualified investors, while also serving as an adviser and sub-advisor to multiple pooled private funds.

Brian Tinker is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Ascentis Independent Advisors, LLC and has previously worked at firms including ORG Partners, Purshe Kaplan Sterling Investments, and United Planners' Financial Services. Outside of his advisory work, Tinker is involved in fundraising activities for American Martyrs grammar school and assists Medicare-eligible clients in selecting appropriate health coverage plans. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, and access to third-party managers and alternative investments.

Eric Nomura is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at City National Securities, Inc. and UnionBanc Investment Services. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, delivering financial planning, portfolio management, and ongoing reporting. The firm is affiliated with a broad financial services group including an affiliated sub-advisor, RBC Rochdale, which manages investment strategies and portfolio implementation.

Kyle Ray is a financial advisor with American Century Investments Private Client Group, Inc. He holds the CFP® designation and has 24 years of industry experience. His prior roles include positions at American Century Investment Services, Steel Peak Wealth Management, Mutual Securities, Argosy Wealth Management, Mercer Global Advisors, Lighthouse Financial Services, and JPMorgan Securities. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. Their approach utilizes model portfolios managed by in-house teams and focuses on clients meeting a modest relationship threshold, primarily investing in proprietary mutual funds and ETFs.

Kent Tanaka is a financial advisor with Perennial Financial Services, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LPL Financial, Lake Avenue Financial, and Integrated Wealth Concepts. Outside of advisory work, he is involved in a small retail business selling baby clothing and products. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides tailored portfolio management as a fiduciary, utilizing multiple platform relationships and integrating retirement plan consulting with insurance and brokerage services.