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 a Series 66-licensed advisor with SEIA in Los Angeles, CA, and has two years of industry experience. His previous roles include positions at SES LLC, Payden & Rygel, and PNC Bank Wealth Management. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable entities through a multi-team advisory platform. The firm employs a combination of strategic and tactical investment approaches, with a majority of assets managed on a non-discretionary basis, and offers a range of services including investment management, financial planning, retirement plan consulting, and investment consulting.

John Arnold is a financial advisor at Wedbush Securities Inc. with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wedbush Securities since 2016. In addition to his advisory role, he serves as a successor trustee for multiple client trusts. Wedbush Securities serves a broad client base including individual and high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services. The firm provides a range of managed account solutions alongside commission-based brokerage arrangements and operates clearing, custodial, and prime services tied to commodities and derivatives.

Matthew Dupon is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. He previously worked for Commonwealth Financial Network for 13 years and has been with Merit and Purshe Kaplan Sterling Investments since 2026. Outside of his advisory role, he is a co-owner of Dupon Financial Group, Inc. and The Bridgeway Group. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios managed through centrally overseen models, offering a range of wealth management services including asset management, financial planning, and retirement plan advice.

Daniel Mezzera is a financial advisor at Gerber Kawasaki Wealth & Investment Management with four years of industry experience. He holds a Series 65 designation and has worked at Gerber Kawasaki since 2021. Prior to that, he spent 14 years at Tecolote Research Inc. Outside of his advisory role, he is involved with GK Tax and Accounting in Santa Monica, where he refers clients and acts as a liaison between clients and CPAs. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual households and institutional entities, offering wealth management, financial planning, pension consulting, and alternative investment access. The firm employs tailored portfolio strategies with tools such as tax-loss harvesting and rebalancing, and acts as sub-adviser to an actively managed ETF focused on growth stocks.

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. He holds a Series 66 designation and has worked at SES LLC, Royal Alliance Associates, Inc., Signator Investors Inc., and SEIA since 2015. 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 process combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary management approaches.

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. and holds Series 63, Series 65, and Series 66 credentials. He has 34 years of industry experience, including 14 years at Wedbush Morgan Securities and a year at Equitable Advisors LLC prior to his current role. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutional clients, offering a range of brokerage and SEC-registered investment advisory services. The firm combines brokerage, capital markets, custody, and prime services with multiple managed account programs and commission-based arrangements.

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 38 years of industry experience. He holds the Series 63 designation and has previously worked at Select Money Management, Inc., Securities Equity Group, and Select Portfolio Management, Inc. In addition to his advisory role, he engages in fixed life and annuity sales. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm employs a combination of strategic macro asset allocation with tactical adjustments and offers both discretionary and predominantly non-discretionary investment management alongside financial planning and consulting 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 a financial advisor with SEIA in Los Angeles, CA, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining SEIA, he held various positions including roles at AT&T and Oakhurst Country Club. He is also involved in business development activities within SEIA. 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, retirement plan consulting, and investment consulting. The firm’s investment process combines strategic asset allocation with tactical adjustments and emphasizes client involvement by managing a large portion of assets on a non-discretionary basis.

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 worked previously at Wells Fargo Advisors LLC and First Citizens Investor Services. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, providing wealth management, portfolio management, financial planning, and retirement advisory services. The firm uses third-party managers selected through due diligence and offers both discretionary and non-discretionary account management.

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.

Michael Gladstone is a financial advisor with Wedbush Securities Inc. in Pasadena, CA. He holds a Series 63 designation and has 34 years of industry experience, having worked at Wedbush Securities since 2002. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, 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.