Kamyar Kashfi is an investment advisor representative at Siebert AdvisorNXT, LLC with 28 years of industry experience. He has been with Stockcross Financial Services, Inc. since 2005. Kashfi holds the Series 63 and Series 65 designations. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program, offering algorithmic portfolio construction combined with access to dedicated investment advisers and third-party managers. The firm’s approach includes mean-variance optimization portfolios implemented mainly with ETFs and ETNs, and it operates both discretionary and non-discretionary account management.

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 with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and 49 years of industry experience. He has been with Hilltop Securities since 1980. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs through an open-architecture platform with features including tax- and impact-overlay services and municipal bond strategies co-advised by Franklin Templeton Group.

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 at Siebert AdvisorNXT, LLC., with 43 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2017 and at StockCross Financial Services since 2010. He holds Series 63 and Series 66 licenses. Siebert AdvisorNXT provides investment management primarily to individuals, high-net-worth clients, families, trusts, and certain business entities through a web-based wealth management platform. The firm employs an algorithmic approach based on Modern Portfolio Theory to construct portfolios using low-cost ETFs and ETNs, and offers a mix of discretionary and non-discretionary account management.

Michael King is a financial advisor with Aspiriant, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Truist Advisory Services, SunTrust Bank, and GenSpring Family Offices. He has been with Aspiriant since 2023. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering investment management and comprehensive wealth planning and family office services. The firm’s investment approach includes customized asset allocation with a range of implementation options and proprietary resources, as well as specialized services such as tax and estate planning and divorce financial analysis.

Chan Young Lee is a financial advisor with Diversify Advisory Services, LLC, holding a Series 65 designation and beginning his advisory career in 2026. He has prior experience at KLK Capital Management and M. S. HOWELLS & Co. from 2017 onward. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

Leonard Hirsh is a financial advisor at SEIA with 11 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at SES LLC, Royal Alliance Associates, and SII. Hirsh also holds a California insurance producer license. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a multi-team platform of over 130 advisors managing approximately $22.5 billion in assets. The firm offers a range of managed account programs and financial planning options supported by a structured, research-driven investment process.

Amy Gilbert is a financial advisor with RBC Securities, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. She previously worked at City National Securities, Inc., Hightower, Charles Schwab, and Fidelity, among other firms. Outside of her advisory work, she is involved in managing rental property with her family. 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 integrates investment management through its affiliated sub-advisor RBC Rochdale and is part of a broad financial services group affiliated with a bank and other financial entities.

Donna Lea is a CFP® professional with 22 years of industry experience, currently serving with Osaic Wealth, Inc. since 2017. Prior to this, she worked at National Planning Corporation for eight years. She is involved in nonprofit work as Vice President of Fundraising for ICIA PTO. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that supports a broad client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services through a large network of financial advisers and utilizes a comprehensive investment process combining risk assessment, asset allocation, and portfolio optimization tools.

Charles Lazzaro is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 credentials and possessing 55 years of industry experience. He has been with Wedbush Morgan Securities since 2008. Wedbush Securities serves a diverse range of clients, including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm combines broker-dealer, capital markets, custody, clearing, and prime services functions, managing approximately $5.68 billion in regulatory assets under management.

Julie Yoon is a CFP® professional at Westmount Partners, LLC with two years of industry experience. She has previously worked at Carnegie Investment Counsel and Laurel Grove Capital. Her current role at Westmount involves portfolio management and financial planning. Westmount Partners, LLC provides discretionary portfolio management and financial planning to individual clients, pension and profit-sharing plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion across 1,400 clients, using no-load mutual funds, pooled vehicles, and alternative investments, while also serving as adviser and sub-adviser to multiple pooled private funds.

Anthony Amaradio is a financial advisor with Select Money Management, Inc. He holds Series 63 and Series 66 licenses and has 44 years of industry experience. He has been with Select Money Management since 2010 and previously worked at Select Portfolio Management, Inc. from 1997 to 2025. Outside of his advisory role, he is involved with Faithful With Finances, Inc., a nonprofit that publishes financial curriculum for churches and promotes the book "Faithful With Much" through speaking engagements. Select Money Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, retirement plans, trusts, foundations, and endowments, managing approximately $1.5 billion across about 825 client relationships. The firm uses a combination of fundamental and technical analysis along with a proprietary tactical asset allocation methodology to construct model portfolios and selects unaffiliated third-party managers for client strategies.

William Pierrepont is a Series 65-licensed financial advisor with First Foundation Advisors, based in Los Angeles, CA, and has three years of industry experience. He also holds roles outside of investment advising, including as a registered representative addressing life and health insurance needs at Transamerica and as a business development associate in video production services at King and Country LLC. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm uses an open-architecture, multi-asset approach and is affiliated with a bank holding company, enabling integrated banking and financial product referral services.

Anneliese Johnson is a financial advisor at Moss Adams Wealth Advisors LLC with 28 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Moss Adams Wealth Advisors since 2001, also working with Moss Adams Securities & Insurance LLC since 2005. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets with a core-and-satellite investment approach and customized portfolio strategies.

Jonathan Nicolas is a financial advisor at Signature Estate & Investment Advisors, LLC (SEIA) with 21 years of industry experience. He holds a Series 66 designation and has worked previously at SES LLC, Royal Alliance Associates, Inc., and Signator Investors Inc. In addition to his advisory role, he holds an insurance license and is involved in insurance sales and service consistent with financial planning. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, retirement plan consulting, and investment consulting services. The firm combines strategic macro asset allocation with tactical adjustments through an in-house research group and Investment Committee, managing the majority of its assets on a non-discretionary basis.

Ramon Ramos is a CFP® professional at RBC Securities, Inc with one year of industry experience. He previously worked at LPL Financial, D. A. Davidson & Co., and California Capital Management. Ramos has a diverse work background including roles outside of finance, such as positions at FedEx Express and Jacobs Engineering. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, and retirement plans through its wrap-fee investment advisory program. The firm delegates portfolio management to an affiliated sub-advisor and offers integrated financial services within a bank-affiliated group.

Alison Roth is a CFP® and CFA® with five years of industry experience. She is currently with Mariner Independent and has worked at several firms including Mariner Wealth Advisors, AdvicePeriod, LLC, Apexium Financial, Altfest Personal Wealth Management, and Payden & Rygel. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and discretionary management supported by institutional and retirement plan resources through affiliated entities and third-party partnerships.

Semir Amin is a financial advisor at Select Money Management, Inc. with 37 years of industry experience. He holds a Series 63 designation and has worked at Select Money Management since 2010, alongside roles at Securities Equity Group and Select Portfolio Management. Select Money Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, retirement plans, trusts, foundations, and endowments, managing approximately $1.5 billion across about 825 client relationships. The firm employs a combination of fundamental and technical analysis with a proprietary tactical asset allocation methodology to construct model portfolios and selects and monitors unaffiliated third-party managers.

Stan Choo is a CFP® professional with 19 years of industry experience, currently with Perennial Financial Services in Los Angeles, CA. He previously worked at Ameriprise Financial Services, Inc. for 13 years before joining Perennial Investment Advisors, LLC and LPL Financial in 2019. He is also involved as an agent with Perennial Legacy Insurance Solutions. Perennial Financial Services provides investment advisory and consulting to individual clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor portfolio allocations and deliver ongoing retirement plan consulting.