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® and Series 66-registered financial advisor with 14 years of industry experience. He has been with Monograph Wealth Advisors, LLC since 2016 and previously worked at Oakwood Capital Management LLC from 2012 to 2016. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients by providing investment advisory, wealth planning, pension consulting, and philanthropic services. The firm emphasizes bespoke investment policy statements and an asset-allocation-focused process implemented through a combination of in-house management and selected sub-advisors.

Jacqueline Yapp is a CFP® professional with 12 years of industry experience. She is currently with Siebert AdvisorNXT, LLC., where she has worked since 2022. Prior to that, she was with Wealthsource Partners, LLC for six years and Avant Garde Advisors LLC for five years. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program and access to third-party sub-advisors. The firm combines algorithmic portfolio construction based on Modern Portfolio Theory with human advisor support and offers both discretionary and non-discretionary management options.

Michael Cuddihy is a financial advisor at Wedbush Securities Inc. with 31 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes 12 years at Citigroup Global Markets and a period of unemployment in 2020 before joining Wedbush Securities in the same year. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across various asset classes and operates managed account and wrap fee programs alongside commission-based brokerage arrangements.

Edgar Haroutunian is a CFP® with six years of experience in the financial industry. He is currently an advisor at SEIA and has previously worked at firms including TCW LLC and Paulson Investment Co., LLC. Outside of his advisory role, he manages merchandise sales through Amazon.com. SEIA provides investment advisory and planning services to a diverse client base including individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a client-driven investment process with a range of managed account programs and planning options, serving over 9,500 clients with approximately $22.5 billion in assets under management.

Jean Kent is a financial advisor with Wedbush Securities Inc. in Santa Rosa, CA, holding a Series 63 designation and 32 years of industry experience. She has been with Wedbush Securities since 2005. 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 multiple asset classes and account types. The firm combines broker-dealer, capital markets, and prime services functions, managing approximately $5.68 billion in regulatory assets.

Alexander Bright is a financial advisor at 49 Financial with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Oakwood Capital Securities, Inc. and PKS Investments. Outside of advisory work, he contributes to charitable planning by referring nonprofits to 25 Giving. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services with an investment approach grounded in long-term diversified asset allocation and oversight of third-party model providers.

Sean Cauvel is a CFP® with 16 years of industry experience, currently serving at Westmount Partners, LLC in Los Angeles, CA. He has been with Westmount Asset Management since 2007. Westmount Partners, LLC provides discretionary portfolio management and financial planning to individual clients, including high-net-worth households, as well as pension plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion across about 1,400 clients, focusing on portfolios constructed primarily with no-load mutual funds and pooled vehicles, and offers access to alternative and private investments for qualified investors.

Lucky Radley is a Series 66 licensed advisor with nine years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and previously at StockCross Financial Services. He is a dual employee working full time split between Muriel Siebert & Co., Inc. and Siebert AdvisorNXT, LLC, both under the Siebert Financial Corporation. Siebert AdvisorNXT provides investment management primarily to individuals, including high-net-worth clients, as well as families, trusts, and certain business entities. The firm uses an algorithmic implementation of Modern Portfolio Theory through its AdvisorNXT platform to construct portfolios of low-cost ETFs and ETNs, offering both discretionary and non-discretionary management alongside access to independent managers and specialty strategies.

Hugo Silva is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. His prior roles include positions at Ally Invest Securities LLC, Cetera Adviser Networks LLC, TD Ameritrade, and JP Morgan Chase Bank. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering both brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm manages approximately $5.68 billion in regulatory assets and provides a mix of discretionary and non-discretionary managed accounts alongside commission-based brokerage arrangements.

Dane Streeter is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Perennial Financial Services and its related entities since 2009 and also maintains an affiliation with LPL Financial since 2007. Streeter serves as President of operations for Perennial Financial & Insurance Services, focusing on fixed insurance products. 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 portfolios and provide retirement plan consulting combined with licensed insurance services.

Adam Worth is a financial advisor at The Partners Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at SCF Investment Advisors, SCF Securities, and Amazon Inc. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, consulting, and retirement-plan advisory services. The firm employs a multi-team advisor structure and uses customized portfolio strategies implemented through various models and managers, typically with discretionary authority from clients.

Matthew Keller is a financial advisor at SEIA with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Steel Peak Wealth Management, LLC, and currently maintains MAK Wealth Management, LLC for tax and liability purposes. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations by offering investment management, financial planning, and consulting services. Its investment process combines strategic macro asset allocation with tactical adjustments, supported by an in-house research group and an Investment Committee, and emphasizes primarily non-discretionary asset management.

Eric Lin is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Westmount Asset Management in 2022, he worked at Clever Care Health Plan from 2020 to 2022 and attended Occidental College from 2016 to 2020. Westmount Partners provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, non-profits, estates and trusts, and corporations. The firm is notable for its role as a private fund adviser and recurring sub-advisor for several multi-manager pooled funds, offering clients access to a range of investment strategies including private equity and real estate through specialized pooled vehicles.

Crystal Durazo is a financial advisor at MissionSquare Retirement with 18 years of industry experience. She has been with Icma Rc since 2016. Durazo holds Series 63 and Series 65 designations. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

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 roles include positions at Northwestern Mutual Wealth Management Company and several healthcare technology firms. Composition Wealth is a multi-advisor SEC-registered investment adviser managing approximately $9.5 billion in assets. The firm serves individuals, trusts, businesses, and retirement plans through a long-term, asset-allocation driven approach using diversified portfolios of mutual funds, ETFs, stocks, and bonds, along with selective use of options and private investments.

Nate Elisha is a CFP® professional with 10 years of industry experience currently affiliated with RBC Securities, Inc. He has worked at City National Securities and JPMorgan Chase Bank, among other financial institutions. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm utilizes an affiliated sub-advisor to construct and implement asset allocation strategies, offering financial planning and portfolio management within a broader financial services group structure.

Kwang No is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Everett Harris & Co. He has been with the firm since 2008. Everett Harris & Co. provides discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a buy-and-hold strategy, managing a diverse portfolio across equities, fixed income, commodities, and options, supported by both internal and independent research.

Veronika Saparova is a financial professional at NWF Advisory Services Inc with 17 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones, Sage Point Financial, and OSAIC before joining her current firm. Outside of her advisory role, she participates as a seller on the social e-commerce platform Poshmark. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and uses an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies where appropriate.

John Goodman is a financial advisor at Wedbush Securities Inc. with 40 years of industry experience. He holds a Series 63 designation and previously worked for McDonald Partners LLC for 13 years. Outside of his advisory role, he serves on the boards of the Playhouse Square theater district and the Greater Cleveland Film Commission. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm combines broker-dealer functions with clearing, custodial, and prime services, managing approximately $5.68 billion in regulatory assets.