Brian Pytlewski is a financial advisor at Genter Capital Management with 24 years of industry experience. He holds the Series 63 designation and has been associated with Quasar Distributors, LLC since 2001. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, institutions, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, managing a registered fund and multiple ETFs with a focus on municipal bonds.

Vincent Dileva is a CFP® with 30 years of industry experience, currently a financial advisor and senior partner at SEIA. His career includes roles at SES Inc., Royal Alliance Associates, Inc., Seia LLC, and Signator Investors, Inc. He holds a California insurance license and provides long-term care insurance, life, and annuity solutions to clients. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving a diverse client base that includes individuals, trusts, retirement plans, and institutional entities. The firm offers a broad range of services including portfolio management, financial planning, and investment consulting, utilizing a structured investment process that combines strategic asset allocation with tactical and qualitative security selection.

Vanessa Elkins is a financial advisor at Insigneo Advisory Services, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Wealth Management and VectorGlobal WMG. Her current role at Insigneo began in 2026. Insigneo Advisory Services offers investment advisory and consulting services to both retail and institutional clients, combining committee-driven model portfolios with advisor-led portfolio construction and incorporating third-party macroeconomic research to align investments with client objectives and risk tolerances.

Rodney Olea is a financial advisor at Citizens Private Wealth with nine years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities and First Republic Securities Company LLC. 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 other entities. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management overseen by a Chief Investment Officer. Its affiliation with Citizens Bank, N.A. provides access to bank deposit sweep programs, securities-based lending, and an expanded suite of advisory services including business consulting for succession and exit planning.

Edward Suero is a financial advisor with Golden State Wealth Management, LLC in Encino, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at LPL Financial LLC, Logix Federal Credit Union, Unionbanc Investment Services, Bank of America, and Merrill. Outside of his advisory work, he is the founder and content creator of Be Grounded Inc, a venture focused on transformative mindfulness and meditation. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm emphasizes discretionary portfolio management with tailored portfolios using various analytic approaches and offers flexible fee arrangements primarily based on assets under management.

Vincent Reyes is a financial advisor at SEIA with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Royal Alliance Associates, Inc. and Signator Investors, Inc. He is currently Director of Trading Operations at SEIA. SEIA is a multi-team advisory firm with around 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic asset allocation with tactical investment decisions and offers a range of portfolio management and financial planning services, emphasizing both non-discretionary and discretionary account structures.

Morrie Reiff is a CFP®-credentialed financial advisor with 41 years of industry experience, currently with Modern Wealth Management, LLC. His prior roles include positions at M.S. Howells & Company, Independent Financial Group, Quantitative Strategies Inc., and Planned Asset Management, LLC. Outside of investment advisory, he owns and operates insurance-related businesses focusing on life, disability, and long-term care products, as well as a travel agency. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and retirement plans, supported by a centralized Investment Committee and diverse portfolio management approaches.

Remy Chang is a financial advisor at SEIA with one year of industry experience. He holds the Series 66 designation and has worked with Ses LLC and Aventine Collective prior to joining SEIA. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving retail and high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm employs a combination of strategic and tactical asset allocation with both quantitative and qualitative security selection, offering a range of portfolio management and financial planning services across discretionary and non-discretionary account structures.

Anthony Walsh is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Shuster Advisory Group, Total Accounting and Bookkeeping Services, and Harris Financial Advisors. SteelPeak Wealth, LLC serves a diverse clientele including individual investors, pension and profit-sharing plans, trusts, charities, family offices, private funds, and registered investment companies. The firm employs proprietary and custom model portfolios, alternative strategies, and private placement consulting, with ongoing monitoring and access to privately placed securities for eligible clients.

Woong Kim is a CFP® professional with 17 years of industry experience, currently serving at NWF Advisory Services Inc. He previously worked at Royal Alliance Associates, Merrill, and Equitable Advisors. Kim operates a financial advisory practice under the DBA Artisan Capital Partners. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in assets, primarily for individual and high-net-worth clients. The firm uses an open-architecture, technology-driven platform offering portfolio management, financial planning, and retirement plan consulting through various managed account programs.

Michael Nunnelee is a CFP® credentialed advisor with 33 years of industry experience. He is currently with RBC Securities, Inc. in Los Angeles, CA, having previously worked with City National Securities, Inc. and City National Bank. 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 offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that implements diversified asset allocation strategies.

Brian Schiazzano is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Signature Estate & Investment Advisors, Royal Alliance, Mariner Wealth Advisors, and UBS Financial Services. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm provides both discretionary and non-discretionary portfolio management, financial planning, retirement and investment consulting, and employs a combination of strategic and tactical investment approaches through a structured process.

Jacob Quiroz is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with Earned Wealth Advisors, LLC and previously worked at Abacus Wealth Partners, BakerAvenue Wealth Management, and Aspiriant LLC. His career also includes roles outside financial services, such as a period of full-time travel. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm provides comprehensive financial planning, discretionary wealth management, and retirement plan consulting, utilizing independent managers and a range of investment tools, while maintaining integration with affiliated businesses to offer diverse financial services.

Andrea Mitchell is a financial advisor at SEIA with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Crabel Capital, Bel Air Investment Advisors, Royal Alliance Associates, and SES Inc. Andrea also serves as a Trading Operations Analyst at SEIA. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving a diverse client base including individuals, trusts, retirement plans, and institutional entities. The firm combines strategic asset allocation and tactical security selection through a structured investment process and offers a range of portfolio management and financial planning services with an emphasis on non-discretionary management.

Joseph Hagler is a financial advisor with NWF Advisory Services Inc in Orange, CA, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. He has worked at OSAIC since 2017 and previously with VOYA Financial Advisors, and he has operated his own firm, Hagler Financial Services, since 2001. Outside of financial advising, he is a regional representative for CAP-Lures, a patented freshwater fishing lure company. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm employs an open-architecture wealth management platform with a mix of advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Michael Fuller is a financial advisor with Perennial Financial Services in Arroyo Grande, CA, holding a Series 63 designation and bringing 29 years of industry experience. His prior experience includes over two decades at Raymond James Financial and roles with LPL Financial since 2021. He serves on the board of a local nonprofit organization. Perennial Financial Services provides investment advisory and consulting services to individual clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning tailored to client goals, utilizing multiple platform relationships and third-party managers to deliver individualized portfolio management and retirement plan consulting.

Matthew Hathway is a financial advisor at SEIA in Los Angeles, CA, holding a Series 66 designation with three years of industry experience. His prior experience includes roles at Alma Via of Camarillo and Atria Grand Oaks. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services, combining strategic asset allocation with tactical and quantitative security selection.

Brenda Oleary is a financial advisor with Genter Capital Management in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior experience includes roles at IMST Distributors, NexCore Group, and various firms in real estate and capital advisory. Genter Capital Management provides discretionary investment supervisory services to a diverse client base including individual and institutional investors, managing equity and fixed-income portfolios and serving as adviser to the Genter Capital Dividend Income Fund and sub-advisor to several ETFs. The firm employs a multi-team approach that combines fundamental and quantitative analysis and is notable for its long operating history and focus on municipal fixed-income strategies.

Ivan Parry is a financial advisor at RBC Securities, Inc. with 29 years of industry experience. He holds a Series 66 designation and has worked at City National Securities, Inc., Western International Securities, Inc., and NPB Financial Group, LLC. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates portfolio management with banking and trust services, serving a broad client base including high-net-worth individuals.

Pamela Wilson is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at several firms, including CreativeOne Wealth, LLC, Searchlight Investments, LLC, and Beverly Drive Financial & Insurance Solutions, where she also serves as an insurance agent. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning, using an open-architecture platform and a combination of fundamental and technical analysis to tailor investment strategies.