Yevgeniy Lev is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Royal Alliance Associates, LPL Financial, and Global Retirement Partners. Outside of advisory work, he is a member of TML Advisors, where he reviews books and minutes for the LLC. 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’s investment approach combines strategic macro asset allocation with tactical adjustments, relying on both discretionary and predominantly non-discretionary management styles.

John Mcparlane is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. Prior to joining Wedbush in 2009, he worked at First Wall Street Corp. for eight years. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm offers a range of solutions such as wealth management, fixed income, commodities, and capital markets services, combining discretionary and non-discretionary portfolio management with extensive operational capabilities.

Edward Mobbs is a financial advisor at Americana Partners, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at firms including RBC Capital Markets and City National Bank. Outside of his advisory role, Mobbs is also licensed as an insurance agent and provides insurance and annuities recommendations in California. Americana Partners offers financial planning, consulting, discretionary investment, and wealth management services to individuals, corporations, trusts, estates, and charitable organizations, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios through ongoing consultations and discretionary management, utilizing a wide range of investment vehicles and alternative strategies tailored to client needs.

Elinoa Witkin is a Series 65 licensed financial advisor with Compound Planning, Inc. in Los Angeles, CA. She has one year of industry experience, including prior roles at Executive Benefit and teaching positions at Santa Monica Community College and several schools. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm emphasizes fiduciary duty and combines long-term investment strategies with tactical tools such as direct indexing and tax-loss harvesting.

Kevin Cavanaugh is a Series 65-licensed financial advisor at Clifford Swan Investment Counselors with 11 years of industry experience. He has been with Clifford Swan since 2011. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, pension and profit-sharing plans, and business owners. The firm manages approximately $4.48 billion in client assets and focuses on rigorous fundamental research to construct long-term, diversified portfolios across equities, fixed income, and private investments.

Roxana Maddahi is a financial advisor at Compound Planning, Inc. with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Steel Peak Wealth Management, Morgan Stanley, and J.P. Morgan Securities. Maddahi is involved in several community and educational activities, including serving as President of the nonprofit Looking Beyond Next Gen and teaching a course on philanthropy at Sinai Akiba Synagogue. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm utilizes risk-based model allocations combining long-term buy-and-hold strategies with tactical approaches, offering both direct investment management and a turnkey asset management program for outside advisors.

Alicia Sorensen is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Her prior experience includes roles at HSBC Bank USA, HSBC Securities (USA) Inc., Citigroup Global Markets, and Citicorp Investment Services. Outside of her advisory work, she owns AI Design Solutions, an LLC offering consulting and training in Artificial Intelligence technology to individuals and local businesses. Wedbush Securities provides investment advisory and broker‑dealer services to a diverse client base, including individuals, high‑net‑worth clients, and institutional investors. The firm offers a range of services such as wealth management, fixed income, commodities, and securities lending, with portfolio strategies tailored to client objectives and risk tolerances.

Glen Chester is a CFP® with 30 years of industry experience, currently serving as an advisor at Secure Asset Management, L.L.C. He has previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for nine years and has operated his own consulting business, Glen Chester & Associates, since 1994. Outside of financial advising, he provides consulting services on non-investment issues and computer/software matters. Secure Asset Management, L.L.C. serves individual clients, including non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a variety of investment strategies guided by written policies, using fundamental, technical, and cyclical analysis, and often incorporates third-party money managers and held-away account management.

Joseph Ganoe is a financial advisor at Composition Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at RBC Capital Markets, LPL Financial, The Prudential Insurance Company of America, and Pruco Securities LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm follows a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and occasional alternative investments, while offering fiduciary retirement plan services and managing approximately $9.47 billion in discretionary assets.

Devin Cruise is a financial advisor at Aspiriant, LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Aspiriant since 2016 in various roles. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside comprehensive wealth planning and family office services. The firm employs customized investment strategies based on internal Capital Market Expectations and offers a broad range of implementation options, including third-party managers, ETFs, private investments, and mutual funds.

Kurtis Munoz is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA. He holds a Series 66 designation and has three years of industry experience, including prior roles at Raymond James & Associates and Morgan Stanley Smith Barney LLC. 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 and portfolio management, with investment strategies implemented by an affiliated sub-advisor, RBC Rochdale.

Arlene Flores is a financial consultant with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and seven years of industry experience. She has been with Wedbush Securities since 2016. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of portfolio management, wealth management, and capital markets services.

David Layten is a financial advisor with Signature Investment Advisors, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at several firms, including Royal Alliance and The Ayco Company, L.P./Mercer Allied. Layten also serves as an Associate Relationship Manager at SIA, LLC, where he is involved in RIA sales and service. Signature Investment Advisors provides investment management to individuals, high-net-worth clients, trusts, and institutions through various branded programs. The firm applies a research-driven investment process combining strategic and tactical asset allocation and offers both discretionary and non-discretionary solutions.

Michael Murray is a financial advisor with Kinetic Investment Management, Inc. in Los Angeles, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at SagePoint Financial and Financial Network and operates an insurance agency offering life, health, disability, long-term care insurance, annuities, and Medicare products. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm uses a multi-method investment approach with a primary long-term trading orientation and offers portfolio management, financial planning, sub-advisory, and educational services.

Michael Cannone is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 15 years of industry experience. His prior work includes a role at Westmount Asset Management. Westmount Partners provides investment advisory and discretionary portfolio management services to a diverse client base including individuals, institutions, non-profits, and corporations. The firm constructs tailored portfolios primarily using mutual funds and managed strategies while incorporating private and interval funds for alternative exposure, and manages multiple multi-manager private funds launched since 2019.

Jodi Johnston is a financial advisor with NWF Advisory Services Inc. She holds Series 63 and Series 65 credentials and has 23 years of industry experience. Her prior work includes roles at Royal Alliance Associates, Ameriprise Financial Services, Waddell & Reed, and TD Ameritrade. She also serves as Vice President of Business Development for NWF Advisory Group and is involved in recruiting, business development, and compliance activities within the firm. 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, offering portfolio management, financial planning, and retirement plan consulting through an open-architecture platform that employs risk-tolerance assessments and various portfolio management strategies.

Ethan Smith is a financial advisor at Perennial Financial Services with a Series 66 designation and one year of industry experience. Prior to joining Perennial Investment Advisors, he held roles at LPL Financial, Johanson Transportation Services, and Grand Canyon University. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting for individual clients, trusts, pensions, and corporate accounts. The firm combines discretionary portfolio management and standalone planning services, utilizing both traditional and technological tools, including AI, to tailor and monitor portfolios according to client goals and risk tolerance.

Matthew Steiger is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at City National Securities and Convergent Wealth Advisors, 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 delegates investment management to an affiliated sub-advisor and is affiliated with a broader financial services group that includes banking, trust, and municipal advisory services.

Jo Anne Jessee is a financial advisor at Abacus Wealth Partners with one year of industry experience. She holds the Series 66 designation and has worked at several firms including The Leaders Group Inc and Cetera. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, institutions, and charitable organizations. The firm employs an asset-class investing approach with a focus on passive and fundamental analysis, integrating ESG screening and private pooled vehicles into client portfolios.

Brian Victoria Madrigal is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes positions at City National Securities, D.A. Davidson & Co, J.P. Morgan Chase Bank, City National Bank, and Citibank. 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 with affiliated entities, including a bank and trust company, offering portfolio management and financial planning supported by sub-advisory asset allocation strategies.