Daniel Yasharel is a financial advisor with Osaic Wealth, Inc., holding CFP® and ChFC® designations and over 37 years of industry experience. He has been associated with Osaic since 1994 and has worked with NWF Advisory Services, Inc. and NWF Advisory Group, Inc. since 2005. Yasharel also serves as a FINRA independent arbitrator, a role involving the resolution of securities-related disputes. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, portfolio optimization, and access to various custodial platforms, supporting thousands of advisors and managing approximately $200 billion in assets.

John Abusaid is a financial advisor at Halbert Hargrove with 19 years of industry experience. He holds a Series 66 designation and has been with Halbert Hargrove Global Advisors since 2004. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm employs a formal Investment Committee using a documented analytical framework and combines qualitative and quantitative analysis to manage portfolios across a variety of investment vehicles.

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.

Chan Young Lee is a financial advisor with Diversify Advisory Services, LLC, holding a Series 65 designation and beginning his advisory career in 2026. He has prior experience at KLK Capital Management and M. S. HOWELLS & Co. from 2017 onward. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

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.

Craig Eissler is a CFP® and Series 65 credentialed advisor with 14 years of industry experience. He is affiliated with Halbert Hargrove and Langley, O'Grady & Associates, where he serves as a marketing associate for a CPA firm outside of his advisory role. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and other entities through a multi-advisor platform offering discretionary, fee-only investment management, financial planning, and consulting services. The firm employs an Investment Committee to develop diversified portfolios using qualitative and quantitative research and incorporates independent managers and controlled use of AI tools in its investment process.

Bradd Donovan is a financial advisor with CW Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at Catalina Capital Group LLC for nine years and at Securian Financial Services, Inc. for three years. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities, as well as providing sub-advisory services to other registered investment advisers. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, utilizing both third-party money managers and internally managed risk-managed strategies.

Amy Gilbert is a financial advisor with RBC Securities, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. She previously worked at City National Securities, Inc., Hightower, Charles Schwab, and Fidelity, among other firms. Outside of her advisory work, she is involved in managing rental property with her family. 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 integrates investment management through its affiliated sub-advisor RBC Rochdale and is part of a broad financial services group affiliated with a bank and other financial entities.

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.

Ramon Ramos is a CFP® professional with two years of industry experience, currently serving as a financial advisor at RBC Securities, Inc. He previously worked at LPL Financial, D. A. Davidson & Co., and California Capital Management. 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 utilizes an affiliated sub-advisor for portfolio construction and management and is part of a larger financial services group that includes banking, trust, and municipal advisory entities.

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.

Vibhore Bhaskar is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. He has been with City National Bank since 2007. Outside of his advisory work, he owns and manages rental properties through his single-member LLC. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans, utilizing a wrap-fee investment advisory program with portfolio management delegated to an affiliated sub-advisor. The firm is distinguished by its integration within a broad financial services group affiliated with a bank and related entities.