Thomas McCann is a CFP®-designated financial advisor with 14 years of industry experience. He has worked at Dynamic since 2018 and previously was with Steel Peak Wealth Management from 2015 to 2018. McCann is co-owner of Aculis Inc., a venture focused on using artificial intelligence to help advisors and support staff reduce administrative tasks. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and other advisers. The firm emphasizes a long-term, client-specific investment approach and offers portfolio management, financial planning, retirement services, and practice support for other financial advisors.

Patrick Bowen is a financial advisor with One Capital Management, LLC in Westlake Village, CA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with One Capital Management since 2004. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with approximately $7.0 billion in discretionary assets under management. The firm employs a macroeconomic and fundamental research-driven investment process, managing globally balanced portfolios through active large-cap equity management, ETFs, and diversified fixed income strategies.

Brian Hsieh is a CFA® charterholder with 16 years of experience in the financial industry, currently serving at RBC Securities, Inc. He previously worked at Wells Fargo Investments, LLC for 17 years before joining City National Rochdale, where he has been for seven years. 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 a broad financial services group, including affiliated banking and trust entities, to offer comprehensive portfolio management and financial planning solutions.

Kirk Aguer is a financial advisor with Apollon Wealth Management, LLC and holds a Series 66 designation. He has 23 years of industry experience, having previously worked at Raymond James & Associates and Morgan Stanley Smith Barney. In addition to his advisory role, he is a registered representative at Purshe Kaplan Sterling Investments, Inc., and is involved in insurance sales. Apollon Wealth Management is an SEC-registered multi-team advisor serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios, offering a range of investment vehicles including ESG models and Direct Indexing with tax management overlays.

Richard Mc Whorter is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Citigroup Global Markets. Outside of his advisory work, he is involved with Electric Jane, a live music private membership club in Nashville. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Eric Miller is a Series 66-licensed financial advisor at Northern Trust Securities, Inc. with two years of industry experience. Prior to joining Northern Trust Securities in 2026, he worked at Edward Jones and MassMutual Life Insurance Company. His work history also includes roles unrelated to finance, such as involvement with Britton Christian Church and Turning Point USA. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven, discretionary portfolio management through Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs, integrating proprietary and third-party investment products with annual portfolio reviews.

Monte Traficante is an investment advisor representative at Siebert AdvisorNXT, LLC, with 33 years of industry experience. He has worked at Muriel Siebert & Co., LLC and Stockcross Financial Services, Inc. Prior to his current dual role split between Siebert AdvisorNXT and Muriel Siebert & Co., he spent 13 years at Stockcross Financial Services. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based platform employing Modern Portfolio Theory with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management.

Lina Sanchez is a financial advisor at Aspiriant, LLC in Los Angeles, holding Series 65 and Series 66 licenses with eight years of industry experience. Her prior roles include positions at StateTrust, Meg Green & Associates, Inc., and Merrill. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers a range of wealth management services, including discretionary and non-discretionary investment management, family office support, and specialized planning, utilizing customized investment programs and a variety of implementation options.

Joshua Woodard is an Associate Advisor at SEIA with 10 years of industry experience. He holds the Series 66 designation and has worked at SES LLC, Royal Alliance Associates, INC., and SII. Woodard is based in Los Angeles, CA. 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 combination of strategic asset allocation and tactical security selection, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Alireza Zamani is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, with 21 years of industry experience. He holds the Series 66 designation and previously worked at Purshe Kaplan Sterling Investments for six years. Outside of advising, he is a fixed insurance agent. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, private funds, and registered investment companies. The firm offers financial planning, portfolio management, alternative strategies, and access to private placements, employing proprietary and custom model portfolios monitored by its Institute of Portfolio Management & Economic Strategy.

Garrett Devine is a financial advisor at Belpointe Asset Management LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Belpointe since 2018, previously working at Kestra Financial Services. He serves as a board member of Los Angeles Community College. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of advisory relationships.

James Lull is a financial advisor at Signature Investment Advisors, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at SLK Private Wealth and Sanctuary Advisors LLC. Signature Investment Advisors provides investment management to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and institutions through various branded programs. The firm applies Modern Portfolio Theory with a combination of strategic and tactical asset allocation, supported by quantitative and qualitative research.

Tony Nguyen is a financial advisor at SEIA with 23 years of industry experience and a Series 66 designation. His prior roles include positions at SES Inc., Royal Alliance Associates, Sii, RBC Securities, Banc of America Investment Services, and Wells Fargo Investments. He also serves as a senior trader within SEIA. SEIA is a multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm employs a disciplined investment process combining strategic asset allocation with tactical allocation and security selection, offering a range of portfolio management and financial planning services with a focus on both discretionary and non-discretionary strategies.

Shawn Da Cruz is a financial advisor at Gerber Kawasaki Wealth & Investment Management with five years of industry experience. He holds a Series 65 designation and has worked at Gerber Kawasaki since 2021. Prior to this, he held positions at Louis and Clark, Costco, CVS, and Walmart. Outside of advising, he serves as a liaison between clients and the firm’s tax and accounting department, referring clients to CPAs and providing financial planning advice. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual households, retirement plans, trusts, and corporations, offering wealth management, modular financial planning, pension consulting, and ancillary services such as tax preparation and estate planning. The firm employs active portfolio management strategies combining fundamental and technical analysis and supports both retail and institutional clients through various advisory roles and investment vehicles.

Craig Valdes is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at J.P. Morgan Securities and First Republic Investment Management. Outside of his advisory work, he serves as a director-partner at Genesis Capital Management, an investment research company. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm employs a macroeconomic and fundamental research-driven investment process, offering wealth management, financial planning, sub-advisory, retirement plan solutions, and advisory consulting.

Danilo Kawasaki is a CFP® professional with 24 years of experience in financial advisory. He has been with Gerber Kawasaki Wealth & Investment Management since 2010, with a prior nine-year tenure at LPL Financial, LLC. Outside of his advisory role, he is an investor in several businesses, including a tech startup and a resort, and is involved in investment-related webinars. Gerber Kawasaki Wealth & Investment Management serves a diverse client base that includes both individual and institutional investors. The firm offers tailored wealth management and financial planning services, employs active portfolio management techniques, and provides access to alternative investments and ETF sub-advisory services.

Anthony Lee is a financial advisor at Perennial Financial Services with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Unionbanc Investment Services and LPL Financial. Outside of his advisory role, he is the CEO of TASA Floral Couture LLC, a floral design business. 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, using multiple platform relationships and third-party managers to tailor portfolios and retirement plan solutions.

John Mabini is a CFP® with 20 years of industry experience, currently serving at One Capital Management, LLC since 2022. His prior experience includes roles at Tiaa, TIAA-CREF, Bank of America, Merrill, and Morgan Stanley. One Capital Management, LLC manages approximately $8.5 billion for a diverse client base, offering wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting. The firm employs a customized, globally balanced investment approach that combines active large-cap equity management with ETFs and fixed income to manage risk and pursue after-tax returns.

Brett Sifling is a financial advisor at Gerber Kawasaki Wealth & Investment Management with eight years of industry experience. He holds a Series 65 designation and has been with Gerber Kawasaki since 2017. Outside of his advisory role, he serves as a liaison between clients and the firm’s tax and accounting department, referring clients and providing financial planning advice. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual investors and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies with active monitoring and serves as sub-adviser to an actively managed growth stock ETF.

Gregory Sherman is a Series 66-registered advisor at Citizens Private Wealth with 16 years of industry experience. He previously worked at Morgan Stanley, Wells Fargo Clearing, and JPMorgan Chase Bank and Securities. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, charitable organizations, and foundations. The firm offers discretionary and non-discretionary investment management alongside tax, estate, and business consulting services, with an investment approach centered on long-term asset allocation within an open-architecture framework.