Barbara Frenkel is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and 45 years of industry experience. She has been with Hilltop Securities since 1981. Hilltop Securities serves a diverse client base including individual, high-net-worth, and institutional clients. The firm offers a range of advisory and brokerage services through an open-architecture platform, combining custody, banking, and market-making capabilities alongside both firm-sponsored and third-party investment strategies.

Sandra Cho is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Golden State Wealth Management since 2016 and also maintains a longstanding role with LPL Financial since 2015. Outside of her advisory work, she is involved with the San Fernando Valley Rescue Mission. Golden State Wealth Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and businesses with asset management, portfolio management, financial planning, and retirement consulting. The firm emphasizes discretionary portfolio management and tailors portfolios using various analytic approaches, often incorporating third-party managers and model portfolios.

Winston Hau is a financial advisor at RBC Securities, Inc. He holds the Series 66 designation and has approximately three years of experience in the financial services industry, with prior roles at Mass Mutual Investors Services, Boiling Point Group, Inc., and PricewaterhouseCoopers, LLP. 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 range of financial services, including investment management by its affiliated sub-advisor RBC Rochdale, offering discretionary portfolio management with mutual funds, ETFs, SMAs, and individual securities.

Paul Sirois is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Pasadena, CA, holding a Series 63 designation and over 30 years of industry experience. His career includes roles at LaSalle St Securities LLC, Securities America Advisors, Inc., Foothill Securities, Inc., and New England Securities. In addition to his advisory work, he operates an insurance sales business offering life, disability, long-term care, and group health insurance products. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a range of investment vehicles and third-party managers, with a notable predominance of non-discretionary assets under management.

Alex Kim is a financial advisor with SEIA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Payden & Rygel and Royal Alliance. He also serves as Chief Compliance Officer at SEIA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset-allocation with tactical adjustments using both quantitative and qualitative research, offering primarily non-discretionary investment management alongside modular and comprehensive financial planning.

Gabriel Brenner is a CFP® with 22 years of industry experience, currently serving at Abacus Wealth Partners since 2014. His prior roles include positions at Next Step Wealth, LLC, Waypoint Wealth Partners, Brenner Financial, and Mosaic Financial Partners, Inc. Abacus Wealth Partners provides financial planning, consulting, and both discretionary and non-discretionary investment management for individuals, high-net-worth clients, families, and various institutional entities. The firm employs an asset-class investing approach grounded in academic research, incorporating ESG screening and private pooled investments into client portfolios while using third-party platforms to manage held-away assets.

Brian Johnson is a financial advisor with Composition Wealth, LLC in Los Angeles, CA, holding a Series 66 designation and 12 years of industry experience. He has worked at Composition Wealth since 2020, and previously at Miracle Mile Advisors, LLC and TrustCore. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a variety of clients, including high-net-worth individuals, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by other asset types, and offers fiduciary retirement plan services with a multi-advisor structure managing billions in discretionary assets.

Alex Froloff is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses with 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Principal Securities Inc. Outside of his advisory work, he occasionally does Uber Eats deliveries with his 12-year-old son. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers wealth management, fixed income, commodities, and capital markets services, with portfolio management tailored to client objectives and risk tolerances.

Joy Prefer Cohen is a Series 66-licensed financial advisor with 37 years of industry experience. She is currently with Blackridge Asset Management, LLC and Peak Brokerage Services, and previously worked at Cheviot Value Management and ClearBridge Investments LLC. Outside of her advisory role, she is the owner and designer of a jewelry business and serves on the board of the nonprofit organization Connecting a Caring Community. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management through a network of investment adviser representatives and employs a combination of fundamental, technical, and charting analysis in its investment process.

Robert Vetti is a CFP® with six years of industry experience, currently serving at Gerber Kawasaki Wealth & Investment Management. His prior experience includes roles at AssetMark Brokerage, LLC and AssetMark Financial Holdings, Inc. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm employs an active management approach with both discretionary and non-discretionary portfolio options, combining fundamental and technical analysis alongside long- and short-term strategies.

Michael Mahony is a financial advisor at SEIA with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including CEPRES GmbH, Third Bridge Ltd., and Evoke Advisors. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of roughly 140 advisors. The firm’s investment process combines strategic macro asset allocation with tactical adjustments and features a majority of assets managed on a non-discretionary basis, which is uncommon for firms of its size.

Victoria Dyson is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with 11 years of industry experience. Her work history includes roles at Westmount Asset Management, LLC, Capital Bank and Trust Company, and Convergent Wealth Advisors, LLC. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension and profit-sharing plans, non-profits, estates and trusts, corporations, and partnerships. The firm focuses on tailored asset allocation using mutual funds, managed strategies, and alternative investments such as private and interval funds, while also managing a series of multi-manager private funds and serving as a private fund adviser and sub-advisor.

Thomas Baker is a CFA® charterholder with 10 years of industry experience. He currently serves as an advisor at Composition Wealth, LLC and previously worked for 26 years at Blue Oak Capital LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other investment vehicles, and manages approximately $9.47 billion in discretionary assets across a multi-advisor platform.

Brian Raat is a CFP® professional with 30 years of industry experience. He has been with Wedbush Morgan Securities since 2009 and previously worked at UBS Financial Services from 1997 to 2009. He is based in Pasadena, CA. 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.

Michael Wilson is a CFP® professional with 32 years of industry experience. He is affiliated with NWF Advisory Services Inc and has worked with OSAIC and The Guardian Life Insurance Company for over two decades. In addition to his advisory role, he owns a sole proprietorship focused on life and health insurance sales and servicing. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of more than 100 advisory representatives. The firm serves primarily individual and high-net-worth clients using an open-architecture, technology-driven platform that supports a variety of portfolio management and financial planning services.

Brian Bedord is an investment advisor representative with NWF Advisory Services Inc in Orange, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at OSAIC Wealth, Inc and National Planning Corporation, and owns Abacus Advisory Services, Inc, which provides tax return preparation and consulting services. NWF Advisory Services, Inc. manages approximately $3.82 billion in assets and offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm utilizes an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios with a focus on strategic long-term investing alongside tactical strategies.

Chad Bates is a CFP® with 23 years of experience in the financial services industry. He is currently a financial advisor at SEIA, where he has worked since 2003, and has previously been associated with Royal Alliance Associates and Signator Investors. He holds a California insurance license, which he uses to communicate with clients about insurance products in their investment portfolios. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm combines strategic asset allocation with tactical adjustments, using both discretionary and non-discretionary investment management models.

Devin Shaeffer is a financial advisor at Perennial Financial Services with 24 years of industry experience. His career includes roles at Capital Financial Services, Inc. and LPL Financial, LLC. Outside of finance, he is involved in music performance and management through a business he owns. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, pensions, and corporate accounts. The firm employs tailored portfolio strategies using a range of investment vehicles and integrates advanced technology such as AI tools and third-party platforms to enhance portfolio management and client service.

David Snyder is a financial advisor at Citizens Private Wealth with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley in various capacities from 2007 to 2026. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and 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 combined with quantitative and qualitative research.

Trevor Wade is a financial advisor at Citizens Private Wealth with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as treasurer for the Dollar Youth Initiative, a nonprofit focused on sports and education. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, business entities, trusts, estates, charitable organizations, and endowments. The firm offers discretionary and non-discretionary investment management within an open-architecture framework and provides additional services including tax and estate structuring and business consulting for multigenerational family and closely held business matters.