Anthony Walsh is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Shuster Advisory Group, Total Accounting and Bookkeeping Services, and Harris Financial Advisors. SteelPeak Wealth, LLC serves a diverse clientele including individual investors, pension and profit-sharing plans, trusts, charities, family offices, private funds, and registered investment companies. The firm employs proprietary and custom model portfolios, alternative strategies, and private placement consulting, with ongoing monitoring and access to privately placed securities for eligible clients.

Woong Kim is a CFP® professional with 17 years of industry experience, currently serving at NWF Advisory Services Inc. He previously worked at Royal Alliance Associates, Merrill, and Equitable Advisors. Kim operates a financial advisory practice under the DBA Artisan Capital Partners. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in assets, primarily for individual and high-net-worth clients. The firm uses an open-architecture, technology-driven platform offering portfolio management, financial planning, and retirement plan consulting through various managed account programs.

Brian Schiazzano is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Signature Estate & Investment Advisors, Royal Alliance, Mariner Wealth Advisors, and UBS Financial Services. 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 provides both discretionary and non-discretionary portfolio management, financial planning, retirement and investment consulting, and employs a combination of strategic and tactical investment approaches through a structured process.

Jacob Quiroz is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with Earned Wealth Advisors, LLC and previously worked at Abacus Wealth Partners, BakerAvenue Wealth Management, and Aspiriant LLC. His career also includes roles outside financial services, such as a period of full-time travel. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm provides comprehensive financial planning, discretionary wealth management, and retirement plan consulting, utilizing independent managers and a range of investment tools, while maintaining integration with affiliated businesses to offer diverse financial services.

Andrea Mitchell is a financial advisor at SEIA with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Crabel Capital, Bel Air Investment Advisors, Royal Alliance Associates, and SES Inc. Andrea also serves as a Trading Operations Analyst at SEIA. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving a diverse client base including individuals, trusts, retirement plans, and institutional entities. The firm combines strategic asset allocation and tactical security selection through a structured investment process and offers a range of portfolio management and financial planning services with an emphasis on non-discretionary management.

Joseph Hagler is a financial advisor with NWF Advisory Services Inc in Orange, CA, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. He has worked at OSAIC since 2017 and previously with VOYA Financial Advisors, and he has operated his own firm, Hagler Financial Services, since 2001. Outside of financial advising, he is a regional representative for CAP-Lures, a patented freshwater fishing lure company. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm employs an open-architecture wealth management platform with a mix of advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Michael Fuller is a financial advisor with Perennial Financial Services in Arroyo Grande, CA, holding a Series 63 designation and bringing 29 years of industry experience. His prior experience includes over two decades at Raymond James Financial and roles with LPL Financial since 2021. He serves on the board of a local nonprofit organization. Perennial Financial Services provides investment advisory and consulting services to individual clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning tailored to client goals, utilizing multiple platform relationships and third-party managers to deliver individualized portfolio management and retirement plan consulting.

Matthew Hathway is a financial advisor at SEIA in Los Angeles, CA, holding a Series 66 designation with three years of industry experience. His prior experience includes roles at Alma Via of Camarillo and Atria Grand Oaks. SEIA is a multi-team 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, combining strategic asset allocation with tactical and quantitative security selection.

Brenda Oleary is a financial advisor with Genter Capital Management in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior experience includes roles at IMST Distributors, NexCore Group, and various firms in real estate and capital advisory. Genter Capital Management provides discretionary investment supervisory services to a diverse client base including individual and institutional investors, managing equity and fixed-income portfolios and serving as adviser to the Genter Capital Dividend Income Fund and sub-advisor to several ETFs. The firm employs a multi-team approach that combines fundamental and quantitative analysis and is notable for its long operating history and focus on municipal fixed-income strategies.

Pamela Wilson is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at several firms, including CreativeOne Wealth, LLC, Searchlight Investments, LLC, and Beverly Drive Financial & Insurance Solutions, where she also serves as an insurance agent. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning, using an open-architecture platform and a combination of fundamental and technical analysis to tailor investment strategies.

Stephanie Mills is a financial advisor with SEIA in Los Angeles, CA, holding a Series 66 designation and bringing 26 years of industry experience. Her work history includes roles at SES Inc., Royal Alliance Associates, Inc., and Signator Investors Inc. She also serves as a notary public and volunteers with a family business, Expo3, International Inc. SEIA is an SEC-registered multi-team advisory firm with approximately 142 advisors serving about 9,500 clients, including individuals, trusts, retirement plans, and institutions. The firm combines strategic and tactical asset allocation with a disciplined investment process and offers a range of non-discretionary and discretionary portfolio management and financial planning services.

Matthew Outcalt is a financial advisor at SEIA with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. SEIA is an SEC-registered multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing a combined strategic and tactical investment approach overseen by an Investment Solutions Group and Investment Committee.

Jeromy Park is a financial advisor with NWF Advisory Services Inc in Orange, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Royal Alliance from 2017 to present and at National Planning Corporation from 2009 to 2017. Outside of his advisory role, he is a partner in a property leasing business. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture wealth management platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside short-term tactical strategies.

Julia Andrews is a financial advisor with The AmeriFlex Group and holds a Series 66 designation. She has four years of industry experience, including roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Monarch Wealth & Retirement Strategies. Andrews also operates as an independent insurance agent through Monarch Wealth & Retirement Strategies. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting, delivering services through a network of advisory affiliates and multiple program platforms.

Michael Hu is a CFP® professional with 11 years of industry experience. He is currently with SEIA and has previously worked at Mariner Platform Solutions, AdvicePeriod, LLC, and Jackson Financial Management. SEIA is a multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm follows a structured investment process that integrates strategic and tactical asset allocation and offers a variety of portfolio management and financial planning services.

Brian Malkinson is a Series 65 licensed financial advisor with eight years of industry experience, currently serving at HBW Advisory Services LLC since 2018. He has held leadership roles including Chief Operating Officer at Jones Financial Network and President of TIG Wealth Management Inc., focusing on estate planning. He is also the President and owner of The Brayley Group, a management and business consulting firm, and works as a notary public. HBW Advisory Services manages approximately $1.75 billion in client assets, offering asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and pension plans. The firm employs a blended investment approach using third-party money managers and emphasizes diversification and downside protection, while also providing institutional and retirement plan services.

Ali Banki is a financial advisor at RBC Securities, Inc. with 15 years of industry experience. He holds the Series 66 designation and has previously worked at City National Securities, Inc., U.S. Bancorp Investments, Inc., and US Bank. 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’s investment management is provided by an affiliated sub-advisor, RBC Rochdale, which constructs asset allocation strategies and manages portfolios using mutual funds, ETFs, and individual securities.

David Pescherine is a CFA® charterholder with 19 years of industry experience. He has been with Genter Capital Management since 2006 and previously worked at Salomon Smith Barney Inc. His practice is based in Los Angeles, CA. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, institutions, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, including municipal bonds, and manages both a registered fund and multiple ETFs.

Morten Roness is a financial advisor with SteelPeak Wealth, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with SteelPeak Wealth Management since 2016. 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 offers financial planning, retirement plan consulting, discretionary portfolio management, alternative strategies, and private placement investment consulting, utilizing proprietary and custom model portfolios as well as conducting due diligence on private securities for qualified clients.

Robert Walker is a ChFC® credentialed financial advisor at ON Investment Management CO with 34 years of industry experience. He has been associated with The O.N. Equity Sales Company since 2012 and has worked in the financial sector since 1982. Outside of advisory services, he is involved in life and health insurance sales. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of comprehensive plans, modular offerings, and access to third-party investment programs.