Sarah Chhotani is a Series 65-licensed financial advisor at Westmount Partners, LLC with two years of industry experience. Her prior roles include positions at Merrill Lynch and USC Dornsife Office of Administration and Finance. Westmount Partners provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm constructs portfolios primarily with mutual funds and managed strategies, incorporating alternative investments through private and interval funds, and manages a series of multi-manager private funds.

Stephen Wiley is a financial advisor at Northern Trust Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Northern Trust Securities since 2008. 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 various managed account platforms, combining advisory, brokerage, and custody services.

Anita Heller is a financial advisor with SteelPeak Wealth, LLC in Los Angeles, CA, holding Series 65 and Series 66 licenses. She has one year of industry experience, including roles at JPMorgan Private Bank and One Capital Management, LLC. Anita also has experience working at the University of California, Santa Barbara. SteelPeak Wealth serves a diverse client base ranging from individual investors to family offices and registered investment companies. The firm provides financial planning, discretionary portfolio management, and alternative investment consulting, utilizing proprietary model portfolios and conducting due diligence on private securities for accredited clients.

Luis Gonzalez is a Series 66-licensed financial advisor with 26 years of industry experience. He has been with Snowden Capital Advisors LLC since 2012, serving as a partner and managing director. He also holds leadership roles at related entities Snowden Account Services, Inc. and Snowden Insurance Services LLC. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities, utilizing customized model portfolios and a variety of investment tools while conducting ongoing due diligence and account reviews.

Narek Mnatsakanian is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked at City National Securities since 2016. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm delivers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that implements diversified asset allocation strategies.

Samantha Driver is a financial advisor at SEIA with four years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James & Associates and Charles Schwab & Co., Inc. She is currently a Registered Associate at SEIA, an independent registered investment adviser. SEIA is a multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutions. The firm combines strategic and tactical asset allocation with both quantitative and qualitative security selection, offering a range of portfolio management and financial planning services across various account structures.

Canon Price is a financial advisor with SEIA and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including 17 years at Beverly Investment Advisors and shorter tenures at Summit Wealth Management and Lido Advisors. Price currently serves as a Senior Financial Advisor at SEIA. SEIA is an SEC-registered, multi-team 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 through a standardized investment process, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

William Collopy is a financial advisor at SEIA with 14 years of industry experience. He holds the Series 66 designation and has worked with firms including Royal Alliance Associates and JHFN SII. His professional activities include insurance sales and service consistent with financial planning. SEIA is a multi-team SEC-registered 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, employing a six-step investment process that combines strategic and tactical asset allocation with quantitative and qualitative security selection.

Coco Lorenzo is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Monograph Wealth Advisors, LLC since 2018 and previously held roles at The Leaders Group Inc and Stonemark Wealth Management. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, providing investment advisory services along with wealth planning, pension consulting, and philanthropic services. The firm emphasizes customized investment policy statements and employs asset allocation, third-party sub-advisors, and alternative investments as appropriate.

Bo Calvert is an investment advisor representative with Siebert AdvisorNXT, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Siebert, he worked at PowerUp Sports in sports management and client relations. Outside of financial advising, he has been involved in sports management and marketing as a sports agent. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm employs a web-based platform utilizing Modern Portfolio Theory and offers access to third-party and independent managers within a wrap-fee structure.

Cameron Doty is a Certified Financial Planner (CFP®) with six years of industry experience. He has worked at Certuity, LLC since 2020 and previously held roles at Camden Capital and Aramark. Certuity, LLC manages approximately $3.3 billion and provides investment advisory, financial planning, family office, and investment consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, and pooled investment vehicles. The firm focuses on a long-term, buy-and-hold investment approach combining fundamental and quantitative analysis, with offerings that include separately managed public equity strategies and access to private markets.

Jonathan Grimm is a financial advisor at Fortis Capital Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at New York Life Insurance Company and its related entities from 2019 to 2025. Grimm also has four years of experience with Pacific Crossroads Church. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management and financial planning with a range of investment strategies, including passive, active, tactical, and ESG-aware approaches, and uses third-party sub-advisors and specialist strategies.

Frank Virgallito is a CFP® with 20 years of industry experience, currently serving as an advisor at The AmeriFlex Group in Glendale, CA. His prior roles include positions at Cambridge Investment Research, Securities America Advisors, and National Planning Corporation. He is a board member and committee member of the Glendale Area Schools Credit Union. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Cesar Gomez is a financial advisor with RBC Securities, Inc. in Pasadena, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo, and CitiGroup Global Markets. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to affiliated sub-advisor RBC Rochdale. The firm integrates a broad financial services group, including banking, trust, municipal advisory, and trading businesses, supporting a wide range of client needs.

Steven Murphy is a CFP® with four years of industry experience, currently advising at Root Financial Partners. His prior roles include positions at USA Financial Securities and Sterling Wealth Partners. He has also worked in community and educational settings in Whittier, CA. Root Financial Partners provides investment management and financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm emphasizes diversified, passive investment strategies tailored to client objectives and also offers educational programs and paid online academies for financial education.

Zheng Nan Xu is a CFP® and CFA® credentialed financial advisor with eight years of industry experience. He is currently with RBC Securities, Inc. in Los Angeles, having previously worked at firms including Cetera, East West Bank, HSBC, and Lincoln Financial Advisors. 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, RBC Rochdale.

Chadwick Collins is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes positions at Kestra Private Wealth Service, Kestra Investment Services, Wells Fargo Clearing, and Merrill. He is also the CEO and Investment Advisor Representative of Stone Beacon Capital. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients across a range of wealth management, fixed income, commodities, and capital markets offerings.

Payam Taghibagi is a CFP® with 36 years of industry experience. He is a founding partner of SEIA LLC and has worked at firms including Signator Investors, Inc. and Royal Alliance Associates, Inc. His activities include managing bookkeeping operations for related entities. 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 six-step investment process combining strategic asset allocation with tactical adjustments and offers a range of portfolio management and financial planning services, with a notable emphasis on non-discretionary management.

Erik Johnson is an investment adviser representative at Virtue Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked with several firms including Primerica Financial Services and Lifemark Securities Corp. In addition to his advisory role, he is an independent insurance agent and has a role as director of sales and operations at Infinite Insurance & Financial Services. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with customized portfolio management, financial planning, and consulting services. The firm employs a multi-team model and integrates tactical, strategic, and dynamic investment approaches, supported by due diligence from an investment committee.

Merryll Mcelwain is a financial advisor at Prosperity - An EisnerAmper Company with seven years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Wilmington Trust, MBSC Securities Corporation, BNY Mellon, and Morgan Stanley. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, using both discretionary and non-discretionary management with third-party managers and technology platforms to support client needs.