Peter Cunningham is a financial advisor with Siebert AdvisorNXT, LLC, holding a Series 63 designation and 32 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2017 and previously spent 18 years at Stockcross. Cunningham divides his time between Muriel Siebert & Co., Inc. and Siebert AdvisorNXT, LLC, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm utilizes a web-based platform incorporating Modern Portfolio Theory with ETF/ETN allocations, combined with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Larry Olea is a financial advisor with RBC Securities, Inc. in Whittier, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with City National Securities, Inc. and City National Bank since 2004. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, and retirement plans through a wrap-fee investment advisory program. The firm offers financial planning and portfolio management, leveraging an affiliated sub-advisor for asset allocation and investment implementation within an integrated financial services group.

Michael Gladstone is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and 34 years of industry experience. He has worked at Wedbush Securities since 2002 and was previously with UBS Financial Services from 1997 to 2002. 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 services. The firm supports both discretionary and non-discretionary portfolio management and maintains operational capabilities including custodial, clearing, and prime services.

Roya Yeroshalmi is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2014 and has provided regulatory compliance services through Advanced Regulatory Compliance since 2004. Outside of her advisory role, she serves as an independent compliance consultant for the ACA Group. PKS Advisory Services, LLC offers financial planning, consulting, and investment management to individuals, trusts, estates, and business entities, managing approximately $905 million in assets for over 4,400 clients. The firm customizes portfolios based on clients’ risk tolerance, time horizon, and objectives, utilizing a mix of mutual funds, ETFs, independent managers, and individual securities.

Roger Gewecke is a CFA® charterholder with 18 years of industry experience. He has been with Clifford Swan Investment Counselors since 2007. The firm provides investment supervisory and wealth-planning services to a diverse client base including individuals, charitable institutions, foundations, pension and profit-sharing plans, and business owners. Clifford Swan manages approximately $4.48 billion in client assets, employing a research-driven investment approach focused on long-term, diversified portfolios across equities, fixed income, and select private investments.

Farris Mandilawi is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His prior roles include positions at City National Securities, HSBC Securities USA, MUFG Union Bank, and J.P. Morgan Securities. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, utilizing affiliated sub-advisor RBC Rochdale for portfolio management and asset allocation. The firm operates within a broad financial services group affiliated with a bank parent, offering integrated wealth management, trust, municipal advisory, and brokerage services.

Loretta Manzanares is a financial advisor with Snowden Capital Advisors LLC in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Snowden Capital Advisors and its related entities since 2014. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, investment consulting, and customized model portfolios often implemented through third-party managers, supporting a mix of U.S. and non-U.S. investment strategies.

Michael Shotton is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, holding Series 65 and Series 66 designations with 19 years of industry experience. His prior roles include positions at Cantor Fitzgerald & Co. from 2016 to 2023 and Merrill from 2006 to 2009. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, private funds, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, alternative strategies, and private placement investment consulting, often implementing advice through proprietary and custom model portfolios with ongoing monitoring and rebalancing.

Jeffrey Jacobs is a financial advisor at Composition Wealth, LLC with 17 years of industry experience. He holds a Series 65 designation and has previous experience with firms including Goodfriend Jacobs Bleeck & Breslow LLP and Ocean Avenue Capital Advisors, Inc. Outside of his advisory role, he is the managing member of The Jacobs Company LLC, an insurance business. 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 employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds.

Daniel Voytko is a financial advisor with Sovran Advisors, LLC and holds a Series 66 designation. He has three years of industry experience, including prior roles at CETERA Advisor Networks LLC, Integrative Wealth Partners, MML Investors Services LLC, and MassMutual Life Insurance Company. He also spent time affiliated with the Religious Order of Jehovah's Witnesses. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning, advisory services, and portfolio management across multiple program types. The firm employs a combination of active and passive investment strategies and offers access to third-party managers and unified managed account platforms.

Bradley Poock is an investment advisor representative with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 designations and over 33 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and previously spent five years at Stockcross Financial Services. Outside of advisory work, he is involved in a beverage company, Frosty Palm, and participates as a member of the Ali-Lessens Leads Club. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform that applies Modern Portfolio Theory and offers access to third-party and independent managers within a wrap-fee structure.

Malley Cooper is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, holding a Series 65 designation. Cooper has one year of industry experience, having worked previously at Carpe and completed five years at Duke University. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, family offices, and registered investment companies. The firm employs proprietary and custom model portfolios, offers alternative investment consulting, and manages affiliated private funds and registered interval funds.

Lee Bishop is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 credential and one year of industry experience. He has also worked as an attorney specializing in estate planning through Bishop and Bishop. Prior to entering financial advising, Bishop held roles in legal and public defense positions and the restaurant industry. CreativeOne Wealth, LLC provides fee-based asset management and financial planning services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, including tax-aware and ESG investment options.

Steven Dymant is a financial advisor at SteelPeak Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Sydasha Global Advisors, LLC and Prime Opportunities Investment Group, LLC. Outside of advisory work, he serves on the board of directors for Vigilant Drone Defense, a counter-UAV technology company. SteelPeak Wealth serves a diverse client base, including individual investors, pension plans, trusts, and family offices, providing financial planning, portfolio management, and alternative investment consulting. The firm utilizes proprietary model portfolios and conducts due diligence on private securities for eligible clients, offering a range of investment solutions across multiple asset classes.

Jana Davis is a CFP® and Series 65 credentialed advisor with 21 years of industry experience. She has been with Abacus Wealth Partners since 2015 and previously worked at ESF Financial Planning Group. Davis is based in Santa Monica, CA. Abacus Wealth Partners provides financial planning and investment management services to a diverse client base, including individuals, families, and institutional accounts. The firm applies an asset-class investing approach using primarily passive funds and integrates ESG screening and private pooled investments for suitable clients.

Kamyar Kashfi is an investment advisor representative at Siebert AdvisorNXT, LLC with 29 years of industry experience. He previously worked at Stockcross Financial Services, Inc. for 12 years and TD Ameritrade, Inc. for 2 years. Kashfi holds Series 63 and Series 65 licenses. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform that combines Modern Portfolio Theory with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Daniel Yasharel is a financial advisor with Osaic Wealth, Inc., holding CFP® and ChFC® designations and over 37 years of industry experience. He has been associated with Osaic since 1994 and has worked with NWF Advisory Services, Inc. and NWF Advisory Group, Inc. since 2005. Yasharel also serves as a FINRA independent arbitrator, a role involving the resolution of securities-related disputes. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, portfolio optimization, and access to various custodial platforms, supporting thousands of advisors and managing approximately $200 billion in assets.

Milford Stern is a financial advisor at Hilltop Securities Inc. with 49 years of industry experience. He has been with Hilltop Securities since 1980. Stern holds a Series 63 designation. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions, operating on an open-architecture platform with a combination of custody, banking, and market-making capabilities.

Charlotte Anten is a CFA® charterholder and holds a Series 63 license, currently working at Clifford Swan Investment Counselors with one year of industry experience. She previously worked at Northern Trust Company for nine years. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, corporate pension and profit-sharing plans, and business owners. The firm employs fundamental research to construct diversified portfolios and offers specialized services including private investment access and charitable trust administration.

David Bender is an investment advisor representative with Siebert AdvisorNXT, LLC, holding Series 66 and Series 63 credentials and bringing 43 years of industry experience. His career includes positions at Muriel Siebert & Co., Inc., Stockcross Financial Services, Jesup & Lamont Securities Corp, Moors & Cabot, Inc., and Prudential Equity Group, LLC. He splits his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both subsidiaries of Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform with Modern Portfolio Theory-based portfolio construction alongside fundamental, technical, and sub-advised strategies, offering both discretionary and non-discretionary client engagement options.