Hagop (Jacob) Tujian is a financial advisor at RFG Advisory, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Independent Financial Group and StoneKimbro. Outside of his advisory work, he volunteers as an officer and director with the Boy Scouts of America, assisting with Eagle Scout projects and teaching the Personal Management merit badge. RFG Advisory serves a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, leveraging multiple model strategies, third-party platforms, and proprietary ETFs to deliver investment solutions.

Raymundo Flores is a financial advisor at Clifford Swan Investment Counselors with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at City National Securities, Northwestern Mutual Investment Services, LPL Financial, and Western Asset Management. Outside of finance, he serves as Treasurer and CFO for MVP Tile & Marble Inc., a family-owned tile contracting business in California. Clifford Swan Investment Counselors manages approximately $4.48 billion in assets, serving individuals, charitable institutions, foundations, pension plans, and business owners. The firm employs fundamental research to construct diversified portfolios across equities, fixed income, and private investments, and offers tailored wealth-planning and administrative services.

Cassie Kang is a CFP® with 19 years of experience in the financial industry. She is currently with Brookwood Investment Group and Brookwood Insurance Group, having previously worked at Belpointe Asset Management and Cambridge Investment Research Advisors. Outside of finance, she has experience with Krav Maga United. Brookwood Investment Group is a multi-advisor firm managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and a network of affiliated businesses to support its clients.

Denis Massey is a financial advisor at Westmount Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westmount Asset Management, LLC since 2016. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to a diverse client base, including individuals, institutions, and non-profits. The firm focuses on tailored asset allocation using mutual funds and managed strategies, and it manages multi-manager private funds with a distinctive fee structure.

Arsen Tujian is an advisor at RFG Advisory, LLC with a Series 66 designation and 0 years of industry experience. He has been involved with Tujian Financial Services since 2016. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing a range of model strategies and third-party platforms.

Amy Johnson is a financial advisor at Perennial Financial Services in Los Angeles, CA, holding Series 63 and Series 66 licenses with 12 years of industry experience. She previously worked at Edward Jones for five years before joining Perennial Investment Advisors, LLC and LPL Financial in 2019. Outside of her advisory role, she acts in a fiduciary capacity for an estate and is involved with Perennial Legacy Insurance Solutions as a non-variable insurance agent. Perennial Financial Services provides investment advisory and consulting services to individuals, 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 client portfolios and retirement plan consulting.

Daniel Amaradio is a CFP® with 39 years of industry experience, currently affiliated with SEIA in Los Angeles, CA. His career includes roles at Securities Equity Group, Select Portfolio Management, and SELECT Money Management, where he has worked for up to 30 years. SEIA is a 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 approaches, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Michael Macauley is a CFP® and CFA® with 16 years of experience in the financial advisory industry. He is currently with SEIA and has previously worked at Royal Alliance Associates, Sii, and Northwestern Mutual Investment Management. Outside of advisory work, he is a partner in TML Advisors and oversees bookkeeping and tax filings through Macauley Holdings LLC. SEIA is an SEC-registered, multi-team firm with approximately 142 advisors serving individual, trust, retirement plan, and institutional clients. The firm employs a comprehensive investment approach that combines strategic asset allocation with tactical adjustments and offers both non-discretionary and discretionary portfolio management alongside financial planning and retirement consulting services.

Jesus Ceja is a financial advisor at Genter Capital Management with a Series 65 designation and one year of industry experience. He has worked at several firms, including Westside Investment Management and Trilogy Financial, before joining Genter Capital Management in 2023. Genter Capital Management provides discretionary investment supervisory services to a range of individual and institutional clients, managing equity and fixed-income portfolios as well as serving as adviser and sub-advisor to investment funds and ETFs. The firm employs a multi-team advisory staff and uses a combination of fundamental and quantitative analysis in its investment approach.

David Klatt is a financial advisor at Genter Capital Management in Los Angeles, CA, holding a Series 65 designation with 21 years of industry experience. He has been with Genter Capital Management since 1999. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, high net worth households, pension and profit-sharing plans, foundations, endowments, trusts, corporations, investment companies, and government entities. The firm manages equity and fixed-income strategies, including municipal bonds, and serves as adviser to the Genter Capital Dividend Income Fund as well as sub-advisor to several ETFs.

Elijah Cooksey is a financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at City National Securities, Wealth Enhancement group entities, RBC Capital Markets, and AXA-Advisors. Outside of finance, he is a self-published fiction author and a general partner developing a mobile puzzle math game called Ribbon. 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 integrates investment management from its affiliated sub-advisor RBC Rochdale with a broad financial services platform including banking, trust, and municipal advisory services.

Patrick Egan is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Western International Securities, Inc., Coordinated Wealth Management, LLC, and operating as a licensed tax preparer for 25 years. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent representatives. The firm focuses on customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and employs third-party managers and wrap programs for certain clients.

Aida Mcnamara is a financial advisor with Mutual of Omaha Investor Services, Inc. in Los Angeles, CA, holding a Series 65 credential and 38 years of industry experience. She has been with Mutual of Omaha Investor Services and Mutual/United of Omaha Insurance Company since 1992. In addition to her advisory role, she is also licensed as an insurance agent handling life, health, annuities, group, property, and casualty insurance lines. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works with third-party money managers and delivers managed solutions primarily through a platform relationship with Envestnet and Pershing.

James Larew is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 designations and has 33 years of industry experience. He has worked at Wedbush Morgan Securities since 2009 and was previously with Merrill from 1997 to 2009. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm supports discretionary and non-discretionary portfolio management and conducts research and due diligence across various investment products.

Charles Watson is a financial advisor at SEIA holding Series 65 and Series 66 licenses. He has one year of industry experience, with prior roles at several firms including Serenus Wealth Advisors, Saint & Second, and NAI Capital. SEIA is a multi-team, SEC-registered advisory firm with approximately 141 advisors serving around 9,500 clients. The firm provides a range of services including portfolio management, financial planning, retirement plan consulting, and investment consulting, utilizing both discretionary and non-discretionary approaches supported by a structured investment process.

Andres Guzman is a CFP® professional with 11 years of industry experience, currently serving with Portside Wealth Group, LLC and Legacy Wealth Investment Counsel, LLC. His prior experience includes roles at Charles Schwab and Northwestern Mutual, among others. He is also licensed as an independent insurance agent in California, focusing on fixed life, health, and annuity products. Portside Wealth Group is a multi-advisor wealth management firm that delivers discretionary portfolio management, financial planning, pension consulting, and co-advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm utilizes a blend of fundamental, technical, and modern portfolio theory in its investment approach and offers related legal and accounting services through affiliated professionals.

Hampton Adams III is a financial advisor with SEIA who holds Series 63 and Series 65 credentials and has 33 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC., Jhfn Sii, and Gamble Jones Investment Counsel. He has worked with SEIA and related entities since 2012. SEIA is a multi-team advisory firm with approximately 142 advisors serving individual, trust, retirement plan, and institutional clients. The firm combines strategic asset allocation with tactical adjustments and quantitative and qualitative security selection, offering a range of portfolio management and financial planning services across various account structures.

Bernard Obrien is a financial advisor with Wedbush Securities Inc. and holds a Series 63 designation. He has 38 years of industry experience and has worked with Wedbush Morgan Securities Inc. since 1989. Outside of his advisory role, he has been associated with Woodcrest Country Club for over three decades. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk profiles.

Keely Patridge is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include 19 years at Charles Schwab & Co., Inc. and her current tenure at City National Securities, Inc. since 2024. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm is integrated within a broad financial services group, offering financial planning and portfolio management with delegated investment management by its affiliated sub-advisor, RBC Rochdale.

Michael Amash is a financial advisor at Westmount Partners, LLC with 23 years of industry experience. He holds a Series 63 designation and previously worked at Westmount Asset Management from 2002 to 2011. Westmount Partners, LLC provides investment advisory and discretionary portfolio management to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm emphasizes tailored asset allocation using mutual funds, managed strategies, and alternative investments such as private and interval funds, serving as a private fund adviser and sub-advisor for multi-manager private funds launched since 2019.