John Van Dalsem is a financial advisor at SEIA with three years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, Signature Estate and Investment Advisors, and Canon Medical Systems Inc. among other roles. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm uses a structured investment process combining strategic and tactical asset allocation and offers a range of portfolio management and financial planning services with an emphasis on non-discretionary management.

Ellen Strauss is a financial advisor at Genter Capital Management in Los Angeles, CA, holding Series 63 and Series 66 licenses with 26 years of industry experience. She has been associated with Quasar Distributors, LLC and Rnc Capital Management LLC for over two decades. Genter Capital Management provides discretionary investment supervisory services to individual and institutional clients, including pension plans, foundations, and government entities. The firm employs a multi-team approach combining fundamental and quantitative analysis across equity and fixed-income portfolios, and serves as adviser to mutual funds and sub-advisor to ETFs.

Anthony Blueford is a Series 65 credentialed financial advisor with nine years of industry experience. He has been with Arax Advisory Partners since 2025 and previously worked at Georgina Asset Management for nine years. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing both in-house teams and independent managers alongside traditional and alternative investments.

Julie Babcock is a financial advisor with Snowden Capital Advisors LLC in Pasadena, CA, holding a Series 66 designation and 26 years of industry experience. She has been with Snowden Capital Advisors since 2012. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients with discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection. The firm combines multi-team scale with institutional capabilities, managing a diverse range of investment tools and offering specialized programs such as Assets Held Away and Held Away Retirement Plan Program.

Rajiv Vyas is a CFA® charterholder and a financial advisor at Genter Capital Management in Los Angeles, CA, with 10 years of industry experience. He has been with Genter Capital since 2012. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, endowments, trusts, corporations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, manages a registered dividend income fund and multiple ETFs, and oversees $7.1 billion in assets as of 2024.

Carlos Sanabria is an Associate Advisor at SEIA with a Series 66 designation and two years of industry experience. His prior roles include positions at SES LLC, Payden & Rygel, and PNC Bank Wealth Management. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving about 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, using a structured investment process that combines strategic and tactical allocation alongside quantitative and qualitative security selection.

John Arnold is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include positions at Raymond James & Associates, Merrill, and Citigroup Global Markets. He is also the founder and portfolio manager of Arnold Wealth Advisors. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm supports discretionary and non-discretionary portfolio management with a range of institutional research and operational capabilities.

Matthew Dupon is a CFP® with 28 years of experience in the financial industry. He is currently with Merit Financial Advisors and has previously worked at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, Hinds Financial Group Inc, and Cetera Wealth Services, LLC. Dupon is co-owner of Dupon Financial Group, Inc. and owner of The Bridgeway Group. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation supported by an internal investment team and committee, offering customizable model portfolios and various account options.

Daniel Mezzera is a CFP® and Series 65-licensed financial advisor at Gerber Kawasaki Wealth & Investment Management with five years of industry experience. Prior to joining Gerber Kawasaki in 2021, he spent 14 years at Tecolote Research Inc. He also serves as a liaison between clients and the firm’s tax and accounting department, referring clients and providing financial planning advice in that capacity. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations. The firm employs an active management approach that combines fundamental and technical analysis with long- and short-term strategies, offering both discretionary and non-discretionary portfolio management along with ancillary services such as tax preparation and estate planning.

John Wallbrink Jr. is a financial advisor with Nwf Advisory Services Inc. He holds Series 63 and Series 65 designations and has 36 years of industry experience. His prior work includes roles at Whjr Associates and ongoing involvement with OSAIC since 2007. Outside of advising, he assesses insurance needs related to estate preservation, family protection, and long-term care for existing clients. Nwf Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisory representatives. The firm serves primarily individual and high-net-worth clients, offering portfolio management, model portfolios, financial planning, and retirement plan consulting using a technology-driven, open-architecture platform that incorporates risk assessment and asset allocation tools.

Nvard Kazarian is a Series 66 licensed financial advisor with 19 years of industry experience, currently working at Snowden Capital Advisors LLC. Since 2012, Kazarian has been associated with Snowden Account Services LLC as an investment and planning associate. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers a range of services such as discretionary and non-discretionary portfolio management, investment consulting, third-party manager selection, and financial and estate planning, utilizing a multi-team approach with institutional capabilities.

Chad Miller is a financial advisor at SEIA with 12 years of industry experience and holds a Series 66 designation. His prior roles include positions at Merrill, Signator Investors Inc., Royal Alliance Associates, and SES LLC. Miller is based in Los Angeles, CA. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving about 9,500 clients across individual, trust, retirement plan, and institutional segments. The firm employs a combined strategic and tactical investment approach managed by an Investment Solutions Group and Investment Committee, offering a range of portfolio management and financial planning services with a focus on non-discretionary management.

Cameron Lavey is a financial advisor at Genter Capital Management with 16 years of industry experience. He holds a Series 66 designation and has worked at Genter Capital since 2010, concurrently serving at IMST Distributors, LLC since 2013. Genter Capital Management provides investment supervisory services to a diverse client base including individuals, institutions, and government entities. The firm manages equity and fixed-income strategies, including municipal bonds, and oversees a registered fund and several ETFs.

John Drevon is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63, 65, and 66 licenses and accumulating 35 years of industry experience. His prior roles include positions at Equitable Advisors LLC, Wedbush Morgan Securities, Raymond James Financial Services, Wells Fargo Clearing, and Prudential Equity Group. Wedbush Securities offers investment advisory and broker-dealer services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm provides a wide range of services such as wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Gary Frazeur is a financial advisor at Hilltop Securities Inc. with 29 years of industry experience. He holds a Series 63 designation and has been with Hilltop Securities since 2008. Outside of his advisory role, he owns a small residential real estate investment consisting of a three-unit apartment building. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutional investors. The firm offers a range of portfolio management programs and fiduciary services, supported by an open-architecture platform and specialized municipal bond strategies.

Mark Goldsmith is a financial advisor at SEIA with 39 years of industry experience. He holds a Series 63 designation and has worked at several firms including Select Portfolio Management, Inc., Securities Equity Group, and SELECT Money Management, Inc. Outside of his advisory role, he is also involved in fixed life and annuity sales as a licensed agent. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a comprehensive investment approach combining strategic and tactical allocation with both quantitative and qualitative security selection, offering a range of portfolio management and financial planning services.

Sylvain Lapointe is a financial professional with 23 years of industry experience, currently affiliated with NWF Advisory Services Inc. He holds a Series 66 designation and has worked at On Pointe Capital, Inc., Osaic Wealth, and WHJR Associates. Lapointe also markets himself under the DBA Artisan Capital Partners and provides life and long-term care insurance services as a statutory agent. NWF Advisory Services, Inc. offers portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and provides both wrap and non-wrap account programs through an open-architecture wealth management platform that incorporates advisor-managed portfolios, third-party models, and various investment strategies.

Christopher Gasparro is an associate business development officer at SEIA with a Series 65 credential. He has one year of industry experience and previously worked at Oakhurst Country Club and AT&T. 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 offers a broad range of services including discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, using a combination of strategic asset allocation and tactical investment approaches.

Luke Anderson is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at TD Ameritrade and Edward Jones. SteelPeak Wealth serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, charities, family offices, private funds, and registered investment companies. The firm offers financial planning, retirement consulting, discretionary portfolio management, and alternative investment strategies, implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Art Saldivar is a financial advisor at SVB Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo and First Citizens Bank. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate and pension clients. The firm employs an investment approach that includes due diligence on third-party managers and oversight by an Investment Committee, operating as a wholly owned subsidiary of First Citizens Bank with affiliated banking and asset management entities.