Ryan Saidi is a financial advisor at SteelPeak Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and 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, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, and access to alternative strategies through proprietary and custom model portfolios, as well as private placement investment consulting.

Fernando Sanchez is a CFP® professional with three years of industry experience. He has worked at Aspiriant, LLC since 2019 and previously spent four years at Wealth Management Lab. Sanchez is based in Los Angeles, CA. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside wealth planning, family office services, and specialty consulting, utilizing a customized investment approach supported by internal research and diverse implementation options.

Brandon Mc Auslen is a financial advisor at SteelPeak Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining SteelPeak Wealth, he worked at Coldstream Wealth Management and Freestone Capital. His background also includes roles outside the financial industry, such as positions in the food service sector and at Seattle University. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, and family offices. The firm provides financial planning, portfolio management, alternative investment consulting, and uses proprietary model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Shannon Loewenberg is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 designations and seven years of industry experience. Her previous roles include positions at Commonwealth Financial Network, Morgan Stanley, and TD Ameritrade. 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 solutions alongside discretionary and non-discretionary portfolio management.

David Levine is a financial advisor at Capital Analysts with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Investment and GLP Investment Services. Outside of his advisory role, he supports his son in launching and managing a college small business venture. Capital Analysts serves retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house teams.

Jared Goodman is a Series 66-licensed financial advisor with Wedbush Securities Inc. in Pasadena, CA, bringing 12 years of industry experience. Prior to joining Wedbush in 2025, he spent 12 years at McDonald Partners. Outside of his advisory role, he serves as president of Goodman Wealth Advisors and is involved in commercial real estate finance consulting. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm provides a range of wealth management solutions, including discretionary portfolio management and institutional research, supported by custodial, clearing, and prime services.

Liselotte Richards is a financial advisor at SEIA with 10 years of industry experience. She holds a Series 66 designation and has worked at Royal Alliance Associates, INC., Sii, and Ses LLC. Richards also serves as an operations and compliance specialist at SEIA, a role she has held since 2014. SEIA is a multi-team advisory firm with approximately 140 advisors, serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm combines strategic macro asset allocation with tactical adjustments and employs both discretionary and predominantly non-discretionary investment management across multiple advisory programs.

Linda Yang is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Citizens Private Wealth. Her prior experience includes roles at JPMorgan Wealth Management and First Republic Investment Management. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer alongside tax, estate, and business consulting services.

Christopher Nowakowski is a financial advisor at Perennial Financial Services with 23 years of industry experience. He holds a Series 66 designation and has been with Perennial Financial Services since 2009, including his role at Perennial Investment Advisors LLC since 2017. Outside of advisory work, he is the founder and producer of Perennial Legacy Insurance Solutions, focusing on non-variable insurance products. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers fiduciary portfolio management tailored to client goals and risk tolerances, utilizing multiple platform relationships and combining ERISA retirement plan consulting with licensed insurance activities.

Benedict Mc Grath is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. He holds the Series 66 designation and has been in the industry since 2024. Prior to entering financial advisory, he worked in the hospitality sector at Truxton's American Bistro. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and public entities. The firm offers wealth management, financial planning, pension consulting, and ancillary services with an active investment approach that incorporates fundamental and technical analysis, tax-loss harvesting, and systematic rebalancing.

Joseph Rubinstein is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He worked at UBS Financial Services from 1999 to 2004 before joining Wedbush Morgan Securities, where he has been since 2004. 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, including discretionary and non-discretionary portfolio management.

Rogelio Lopez is a Series 65-credentialed advisor at SteelPeak Wealth, LLC with seven years of industry experience. His prior work includes roles at Bank of America and Uber. Outside of his advisory work, he has served as a part-time driver for Lyft, Inc. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, and family offices. The firm offers financial planning, discretionary portfolio management, and alternative investment consulting, implementing strategies through proprietary and custom model portfolios overseen by an internal Institute of Portfolio Management & Economic Strategy.

Scott Schomer is a financial advisor at Integrity Advisory Solutions with 10 years of industry experience and holds a Series 65 credential. He has previously worked at Abundance Financial Coaching and operated Schomer Wealth Advisors and Align Financial Coaching. In addition to his advisory role, Schomer is a principal and attorney at Schomer Law Group, APC, teaches a course on wills and trusts as an adjunct professor at Loyola Law School, and serves as treasurer on the board of the nonprofit OPICA. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of asset-allocation strategies and third-party platforms to tailor portfolios for its diverse client base.

Samuel Attianese is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Draper Dragon, Shop Meta, the Ultimate Fighting Championship, and Lululemon Athletica, Inc. Westmount Partners provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, and corporations. The firm primarily uses mutual funds and managed strategies tailored to client objectives, and it is notable for its role as a private fund adviser and sub-advisor managing multi-manager private funds.

Robert Skillestad is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials and having 39 years of industry experience. He previously worked at RBC Capital Markets from 1996 to 2003 before joining Wedbush in 2009. Outside of his advisory work, Skillestad is involved with several non-investment-related businesses including Future Genetics, Future Cross Genetics, Bulls Eye Ranch Meats, and Skillestad Land & Cattle, all based in Billings, Montana. Wedbush Securities provides both 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 an asset management group overseeing multiple investment platforms.

Mia Samson is a financial advisor at Gerber Kawasaki Wealth & Investment Management with four years of industry experience. She holds a Series 65 designation and has worked at Gerber Kawasaki since 2019. Prior to joining the firm, she was affiliated with Loyola Marymount University. Gerber Kawasaki serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm offers wealth management, financial planning, and pension consulting services through an active management approach that incorporates fundamental and technical analysis, systematic rebalancing, and tax-loss harvesting.

Roger Wall Jr. is a financial advisor with Genter Capital Management in Los Angeles, CA, holding Series 65 and Series 63 credentials and seven years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and IMST Distributors, LLC. Genter Capital Management provides discretionary investment supervisory services to a diverse client base, including individual and institutional investors. The firm employs a multi-team approach combining fundamental and quantitative analysis across equity and fixed-income portfolios, and it serves as adviser to the Genter Capital Dividend Income Fund and as sub-advisor to several ETFs.

Charlie Deaver is a financial advisor at Sovran Advisors, LLC with one year of industry experience. He is also the owner and principal of Greyhawk Brokers LLC, a property and casualty and group benefit insurance firm. Prior to Sovran Advisors, he worked at Cornerstone Preferred Insurance for eight years. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering tailored portfolio management and financial planning solutions using a combination of advisor-managed and model portfolios.

Kimberly Nelson is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Coastal Bridge Advisors since 2019. She previously worked at Llbh Private Wealth Management for three years. In addition to her advisory role, she contributes articles on money and divorce to Forbes. Coastal Bridge Advisors offers financial planning and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans, employing a goal-based, fundamental analysis approach to construct diversified portfolios across various asset classes.

Michelle Nguyen is a CFP® with 11 years of industry experience, currently serving as a financial advisor at First Foundation Advisors since 2015. She holds the Series 63 designation and is based in Los Angeles, CA. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and is affiliated with its bank holding company FirstSun, integrating banking and financial product referrals with its advisory services.