Case Wagstaff is a financial advisor at Wedbush Securities Inc. with a Series 66 credential and one year of industry experience. His prior work includes positions at Charles Schwab Bank, Charles Schwab, and various roles in real estate and education. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, securities lending, and capital markets solutions tailored to client objectives and risk tolerances.

Reza Zamani is a financial advisor at SteelPeak Wealth, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with SteelPeak since 2012. Prior to joining SteelPeak, he worked at Purshe Kaplan Sterling Investments from 2012 to 2018. Outside of his advisory role, he is a managing member of ZAMANI CAPITAL, LLC and ZAMANI ENTERPRISES, LLC, which are involved in real estate activities, and he is also a fixed insurance agent with Steel Peak Estate & Insurance. SteelPeak Wealth serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charities, family offices, private funds, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, alternative strategies, and private placement consulting, often implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Maziar Esmailbeigi is a financial advisor at SteelPeak Wealth, LLC with 24 years of industry experience and holds a Series 66 designation. He previously worked at Purshe Kaplan Sterling Investments from 2012 to 2018 and has been with SteelPeak Wealth Management since 2012. In addition to his advisory role, he is involved as a fixed insurance agent at Steel Peak Estate & Insurance. 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 provides financial planning, retirement consulting, discretionary portfolio management, alternative investment strategies, and access to margin solutions, utilizing proprietary and custom model portfolios monitored by its Institute of Portfolio Management & Economic Strategy.

Matthew Haefner is a CFP®-designated financial advisor with 15 years of industry experience. He has worked at Monograph Wealth Advisors, LLC since 2016, following positions at Oakwood Capital Management LLC and Credit Suisse Securities (USA) LLC. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, providing investment advisory, wealth planning, pension consulting, and philanthropic services. The firm emphasizes customized investment policy statements, asset allocation, and access to alternative investments, supported by a proprietary wealth-management software platform.

Jacqueline Yapp is a CFP® professional with 13 years of experience in financial advising. She is currently with Siebert AdvisorNXT, LLC. and previously worked at WealthSource Partners, LLC and Avant Garde Advisors LLC. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities by providing investment supervisory services and managed programs through a web-based platform and access to third-party and independent managers. The firm applies Modern Portfolio Theory with risk-tolerance assessments to create ETF/ETN-based portfolios and offers both discretionary and non-discretionary management options.

Daniel Lemus is a financial advisor at AWM Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining AWM Capital, he worked at New York Life and was a student at Baylor University. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds by providing fee-based investment management and comprehensive financial planning, including tax, estate, and insurance analysis. The firm uses an open-architecture platform and liability-driven investing framework to create customized portfolios incorporating mutual funds, ETFs, individual securities, and private placements.

Michael Cuddihy is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior work includes 12 years at Citigroup Global Markets and four years at Citicorp Investment Services. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm’s dual registration enables it to deliver both advisory and brokerage services, including discretionary portfolio management and institutional research.

Abdullah Safdari is a financial advisor at Simplicity Wealth with seven years of industry experience. He previously worked at LifePro Asset Management, LLC for six years and is the founder and president of N.A.C.P.E. Inc., an insurance and annuity sales company, as well as College Planning Experts, which provides college planning, financial aid consulting, and college funding services. Additionally, he is co-partner and president of La Michoacana Authentic Ice Cream Parlor, an ice cream shop in Canoga Park, CA. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, while offering model portfolios and discretionary management, alongside technology and operational support for other advisers through a managed account platform.

Edgar Haroutunian is a CFP® with six years of industry experience, currently serving as an advisor at SEIA in Los Angeles, CA. He previously held roles at firms including TCW LLC and Paulson Investment Co., LLC. Outside of his advisory work, he is involved in merchandise sales through an Amazon.com LLC. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a combined strategic and tactical investment approach with a range of non-discretionary and discretionary portfolio management and financial planning services.

Jean Kent is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and over 32 years of industry experience. She has worked at Wedbush Securities since 2005 and previously at Citigroup Global Markets from 2003 to 2005. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and capital markets services. The firm supports discretionary and non-discretionary portfolio management and offers custodial, clearing, and prime services.

Alexander Bright is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and three years of industry experience. He has worked previously at Oakwood Capital Securities and PKS Investments. Outside of advisory roles, he assists nonprofits by referring them to 25 Giving to develop charitable plans. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement‑plan consulting, and discretionary and non‑discretionary investment management. The firm employs a disciplined, long‑term diversified asset allocation approach that incorporates fundamental, cyclical, technical, and behavioral analysis.

Sean Cauvel is a CFP® with 17 years of industry experience. He is currently with Westmount Partners, LLC and previously worked at Westmount Asset Management for four years. Westmount Partners, LLC provides investment advisory and portfolio management services to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm manages portfolios using mutual funds and managed strategies tailored to client objectives and is notable for its role as a private fund adviser and sub-advisor managing multi-manager private funds.

Lucky Radley is a Series 66-licensed financial advisor at Siebert AdvisorNXT, LLC with nine years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and spent one year with StockCross Financial Services prior to that. Radley is a dual employee of Muriel Siebert & Co., Inc. and Siebert AdvisorNXT, LLC, both under the Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm uses a web-based platform that applies Modern Portfolio Theory and risk-tolerance questionnaires to build ETF/ETN-based portfolios, and it offers both discretionary and non-discretionary management options.

Hugo Silva is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 66 and Series 63 licenses and having 12 years of industry experience. His prior work includes roles at Ally Invest Securities, Cetera Adviser Networks, TD Ameritrade, and JP Morgan Chase Bank. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients across diverse sectors including wealth management, fixed income, and commodities, offering both discretionary and non-discretionary portfolio management.

Dane Streeter is a financial advisor at Perennial Financial Services in Los Angeles, CA, with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Perennial Financial and related entities since 2009. Dane is also president of Perennial Financial & Insurance Services, which focuses on fixed insurance products. Perennial Investment Advisors offers investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, trusts, pensions, and corporations. The firm employs tailored portfolios that use a mix of asset allocation models, mutual funds, ETFs, and third-party managers, alongside integration of AI tools and multiple custodial relationships.

Adam Worth is a financial advisor at The Partners Wealth Management with a Series 66 designation and three years of industry experience. Prior to joining the firm, he worked at SCF Investment Advisors and SCF Securities, and spent eight years at Amazon Inc. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, utilizing a combination of internal models, third-party providers, and outsourced managers.

Matthew Keller is a financial advisor at SEIA with 12 years of industry experience. He holds the Series 65 designation and has previously worked at Steel Peak Wealth Management and founded MAK Wealth Management LLC, which remains open for tax and liability purposes. Keller is based in Los Angeles, CA. SEIA is a multi-team advisory firm with approximately 142 advisors serving individual and institutional clients. The firm employs a combination of strategic asset allocation and tactical security selection through various non-discretionary and discretionary portfolio management programs.

Eric Lin is a financial advisor at Westmount Partners, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Westmount Asset Management since 2022. Prior to that, he was employed at Clever Care Health Plan and attended Occidental College. Westmount Partners, LLC provides investment advisory, discretionary portfolio management, and financial planning services to individual and institutional clients. The firm constructs portfolios using mutual funds and managed strategies, includes private and interval funds for alternative exposure, and manages multi-manager private funds launched since 2019.

Crystal Durazo is a financial advisor with MissionSquare Retirement in Los Angeles, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with ICMA-RC since 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes investment advice and model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Jacob Hungarter is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC, as well as experience in digital health and surgical video solutions. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, emphasizing a long-term investment approach using low-cost, diversified mutual funds and ETFs alongside individual securities and alternative investments. The firm manages approximately $9.47 billion in discretionary assets and operates with a multi-advisor structure.