Jon La Mothe is a financial advisor with Snowden Capital Advisors LLC in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Snowden Capital Advisors and its affiliated entities since 2012, serving as a partner and managing director. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients with discretionary and non-discretionary portfolio management, investment consulting, and various advisory programs. The firm employs a multi-team approach combined with institutional capabilities, offering customized portfolios and services that include third-party manager selection and oversight.

Michaela Hurtienne is a Certified Financial Planner® with seven years of industry experience. She is currently an Associate Advisor at SEIA and previously worked at Royal Alliance and Techstyle Fashion Group. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform offering investment management, financial planning, and consulting. The firm’s investment process combines strategic asset allocation with tactical adjustments using both quantitative and qualitative research, with a focus on mostly non-discretionary asset management.

Arielle Anderson is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 17 years of industry experience. She has worked at Westmount Asset Management since 2017 and previously held roles at Vp Distributors LLC and Kayne Anderson Rudnick Investment Management. Westmount Partners, LLC provides discretionary portfolio management and financial planning services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, non-profits, and corporations. The firm manages approximately $5.2 billion across 1,400 clients, emphasizing no-load mutual funds, pooled vehicles, and alternative investments for qualified investors.

Kefira Bar Golani is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her career includes roles at City National Securities, Inc., Citigroup Global Markets Inc., and JP Morgan Securities LLC. Outside of her advisory work, she writes books and ghostwrites as a hobby and crochets accessories that she sometimes sells to friends. 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 integrates its advisory services with a broad financial services group affiliated with a bank parent, offering delegated investment management through an affiliated sub-advisor and a range of custodial and cash-management features.

Imagbe Odigie is a financial advisor at Wealthcare Advisory Partners LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Quoin Advisors LLC, Quoin Capital LLC, Cedros Capital LLC, and Inspired eLearning LLC. In addition to his advisory roles, he has been involved with Meet Me In The Cloud INC since 2018. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based advising approach supported by proprietary Wealthcare software and a behavioral economics framework, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement tailored investment strategies.

Nathan Gierke is a financial advisor at Wedbush Securities Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Equitable Advisors, and KOBO Retirement Strategies. From 2020 to 2022, he was involved with multiple entities including Sootchy, Inc. and Sootchy Securities, LLC. 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 wealth management, fixed income, commodities, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

Mitchell Loewenberg is a financial advisor at Wedbush Securities Inc. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, TD Ameritrade, and National Funding. Outside of his advisory role, he serves as treasurer for a local networking group, Business Network International, in Carlsbad, CA. 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 structures. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting commodities and derivatives activities.

Bradley Glasman is a financial advisor with Hilltop Securities Inc. holding a Series 63 designation and 42 years of industry experience. He has been with Hilltop Securities for over two decades, including his current tenure since 2022 in Sherman Oaks, CA. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions. The firm combines custody, banking, and market-making capabilities with an open-architecture platform that includes both third-party and firm-sponsored investment strategies.

Aidan Flynn is a financial advisor at SEIA in Los Angeles, CA, holding a Series 66 designation. He has one year of industry experience and previously worked at SES LLC and Skechers USA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, with an investment process driven by an in-house Investment Solutions Group and Investment Committee.

Cheryl Rigali is a financial advisor with RBC Securities, Inc. in Pasadena, CA, holding a Series 66 designation and 15 years of industry experience. She previously worked at Merrill from 2013 to 2016 and has been with City National Securities, Inc. since 2016. Outside of her advisory role, she is an assistant soccer coach for the American Youth Soccer Organization and serves as a financial reviewer for the PTSA at Hugo Reid Elementary School. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor, RBC Rochdale. The firm combines financial planning, portfolio management, and ongoing reporting within a broad financial services group affiliated with a bank and related entities.

Eyal Shmilovich is a financial advisor with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He worked at LPL Financial from 2012 to 2019 and has been with Gerber Kawasaki since 2010. He also 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 households, retirement plans, trusts, and corporations, offering wealth management, financial planning, and pension consulting. The firm employs an active management approach incorporating fundamental and technical analysis, systematic rebalancing, and tax-loss harvesting while providing both discretionary and non-discretionary portfolio management.

Vayle Floria is a financial advisor with NWF Advisory Services Inc in Orange, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Prior to joining NWF Advisory Services, Floria worked at Royal Alliance from 2017 and NATIONAL PLANNING CORPORATION from 2009. Outside of advisory work, Floria is involved in managing a real estate investment LLC and operates a fixed insurance sales business as a sole proprietor. NWF Advisory Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and utilizes an open-architecture wealth management platform combining advisor-managed and third-party model portfolios with strategic long-term and short-term investment approaches.

Harry Adinata is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior work includes roles at Cetera Wealth Services, BrightHouse Securities, General American Distributors, and MetLife Investors. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management through both discretionary and non-discretionary programs. The firm employs a combination of active and passive investment strategies and offers access to third-party managers and unified managed account platforms.

Eli Saldamando is a financial advisor at Composition Wealth, LLC, holding a Series 65 designation. He has been with Composition Wealth since 2024 and has prior experience at Pacific Investment Management Company and IEQ Capital. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented with individual securities and other investment vehicles, and manages approximately $9.47 billion in discretionary assets.

George Hasbun is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He has been with Clifford Swan Investment Counselors since 2017 and previously worked at Round Hill Asset Management for sixteen years. Outside of his advisory role, he co-owns and serves as Director of Finance for Stepping Stones to Learning, a tutoring services business. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to high-net-worth individuals, charitable institutions, foundations, pension plans, and business owners. The firm employs proprietary fundamental research and credit-focused fixed-income analysis to construct long-term, diversified portfolios and offers specialized services including private investment access and charitable gift vehicle administration.

David Clark is a CFA® charterholder based in Los Angeles, CA, with 28 years of industry experience. He has been with Everett Harris & Co. since 1990. 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 a fundamental analysis and buy-and-hold approach, investing across U.S. and foreign equities, fixed income, commodities, and options, while tailoring portfolios to clients' tax situations and objectives.

Kinta Smith is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Arete Wealth Advisors, LLC. He has worked at Arete since 2018 and previously spent five years with Larson Financial Group, LLC. Outside of providing investment advice, Mr. Smith spends a small portion of his time working as an insurance agent. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis, employing advisor-driven and proprietary rule-based model allocations while also utilizing third-party sub-advisers and maintaining a due-diligence process for recommended managers.

Steven Stalick is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at O'Donnell Financial Group, First Republic Investment Management, and PitchBook Data, Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, trusts, businesses, and charitable organizations. The firm follows a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets.

Nobue Weber is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining Wedbush in 2024, Weber worked at U.S. Bank, U.S. Bancorp Investments, Inc., Unionbanc Investment Services, and Union Bank. 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 and capital markets functions with clearing, custodial, and prime services, supporting a range of managed account and commission-based brokerage arrangements.

Natalie Glover is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. She has been with Westmount Partners since 2019 following her education at Occidental College. Westmount Partners, LLC provides discretionary portfolio management and financial planning to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion across 1,400 clients, emphasizing portfolios constructed with no-load mutual funds and pooled vehicles, and offers access to alternative and private investments for qualified investors.