Seungnam Lee is a financial advisor at Wedbush Securities Inc. with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wedbush Securities since 2015, including a role at Wedbush & Co., LLC since 2024. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, combining capital markets, wealth management, and prime services with approximately $5.68 billion in regulatory assets under management.

Michael Aaron is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Wedbush Securities since 2012. Wedbush Securities serves a diverse client base, including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and capital markets functions. The firm manages approximately $5.68 billion in regulatory assets and provides both discretionary and non-discretionary managed accounts alongside commission-based brokerage arrangements.

Sean Pitstick is a financial advisor at Mission Wealth Management, LP in Los Angeles, CA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at American Century Investment Services, Inc. and State Street Global Advisors. Mission Wealth Management is a multi-team advisory firm that serves affluent individuals, families, and institutional clients through customized wealth management and financial planning solutions. The firm employs discretionary, long-term investment strategies using a range of vehicles including ETFs, institutional funds, individual securities, and alternative investments.

Leah Woods is a financial advisor at RBC Securities, Inc. with five years of industry experience. She holds a Series 66 designation and previously worked at City National Securities, Inc. and ATB Securities Inc. Outside of her advisory role, she co-owns a small non-investment rental business with her husband. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning and portfolio management, with investment strategies implemented by an affiliated sub-advisor using a range of mutual funds, ETFs, and separately managed accounts.

Peter Cappos is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and 32 years of industry experience. He has been with Hilltop Securities since 2014. Outside of his advisory role, he serves as a board member for Senior Concerns, a nonprofit organization supporting senior citizens and their families. Hilltop Securities Inc. offers 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 provides a range of managed account programs, utilizing an open-architecture platform with multiple adviser-managed and model-based investment solutions.

Laleh Hakimi is a ChFC®-designated financial advisor with Mutual of Omaha Investor Services, Inc., based in Los Angeles, CA, with 29 years of industry experience. She has been with Mutual of Omaha Investor Services and Mutual/United Of Omaha Insurance Company since 1997. Outside of advisory work, she co-owns an e-commerce business, BYTULIPZ LLC, which sells home goods. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and coordinates with third-party money managers, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Matthew Rivera is a CFP® and CFA® with 15 years of industry experience. He has been with Abacus Wealth Partners since 2017 and previously worked at Victory Capital Management and Rs Investments. Rivera holds a Series 63 license and is based in Santa Monica, CA. Abacus Wealth Partners serves individuals, families, pension and profit-sharing plans, trusts, charitable organizations, and business entities with financial planning and investment management services. The firm employs a passive-oriented investment approach centered on institutional funds, fundamental manager analysis, and ESG screening when requested, and manages portfolios based on clients' risk profiles and goals.

Jason Zivich is a financial advisor with Diversify Advisory Services, LLC, holding Series 66 and Series 63 credentials and 17 years of industry experience. His prior roles include positions at DFPG Investments, WealthSource Partners, and J.P. Morgan Securities. Outside of advisory work, he is also an insurance agent. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and consulting services, emphasizing tactical diversification and customized asset allocation tailored to clients’ goals and risk tolerance.

Tom Wood is a CFP® with 29 years of industry experience, currently serving at NWF Advisory Services Inc. He has a long career history including over two decades at OSAIC and operates a tax service business he founded in the early 1990s. Outside of financial advising, he owns a small poultry farm where he manages daily operations and sells eggs. NWF Advisory Services manages approximately $6.4 billion in client assets through more than 100 advisors, primarily serving individual and high-net-worth clients. The firm uses an open-architecture, technology-driven platform offering a range of portfolio management and financial planning services across discretionary and non-discretionary accounts.

Ashley Bourland is an advisor at 49 Financial with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms including Oakwood Capital Securities, Financial Independence Group, and Crest Insurance. Prior to her advisory career, she held roles outside the financial sector, including positions in the hospitality industry and as a nanny. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering a range of services from financial planning to tiered fractional family office programs. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and utilizes proprietary model portfolios and third-party managers.

Raphy Timour is a financial advisor at Sovran Advisors, LLC with one year of industry experience. He has been associated with Pontrelli, Timour & Associates, Inc. since 2003. Outside of his advisory role, he is a partner in Soteria Business Solutions, a human resource outsourcing company. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of about 53 advisors, offering customized portfolio management and a range of investment solutions.

Mateo Pastrana is a financial advisor at RBC Securities, Inc. with two years of industry experience. Prior to joining RBC Securities, he worked at City National Securities, Inc. from 2022 to 2025 and has educational experience at the University of Southern California and The American University. Outside of his advisory role, he works as a contractor for Rover, providing dog walking and pet sitting services. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to its affiliated sub-advisor, RBC Rochdale. The firm is part of a broad financial services group affiliated with a bank and related entities, providing integrated service offerings and intercompany referral arrangements.

Marc Castellani is a CFP® with 12 years of experience in financial advisory, currently with Aspiriant, LLC in Los Angeles. He has held various roles at Aspiriant since 2015. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering discretionary and non-discretionary investment management alongside wealth planning and family office services. The firm emphasizes customized investment programs and provides a broad range of wealth services, including accounting, tax and estate planning, and specialized consulting.

Dylan Wensley is a financial advisor at Westmount Partners, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Westmount Asset Management since 2021. Prior to his current role, his background includes positions at The Webb Schools, Occidental College, and The Diamond Center. Westmount Partners, LLC provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, non-profits, and corporations. The firm manages approximately $5.2 billion and emphasizes portfolios constructed with no-load mutual funds and other pooled vehicles, offering alternative and private investment options for qualified investors.

Jason Romano is a financial advisor with Moss Adams Wealth Advisors LLC in Los Angeles, CA, holding the CFP® designation along with Series 63 and 65 licenses. He has 31 years of industry experience, including over two decades with Moss Adams firms. Romano has worked at Moss Adams Wealth Advisors LLC since 2000 and at Moss Adams Securities & Insurance LLC since 2005. Moss Adams Wealth Advisors provides investment advisory, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, foundations, pension and profit-sharing plans, and tribal government entities. The firm manages a broad range of account types and assets, employing a long-term, strategic asset allocation approach with core-satellite portfolio construction and both quantitative and qualitative manager due diligence.

Jacob Berkman is a financial advisor at Kinetic Investment Management, Inc. in Los Angeles, CA, holding a Series 65 designation. He has been with Kinetic since 2025 and has prior experience at NYLIFE Securities LLC and New York Life Insurance Co. He also worked in residential development and retail before entering the financial services industry. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with approximately $348 million in assets under management. The firm uses a combination of analytical methods within a primarily long-term trading approach and offers services including portfolio management, financial planning, and sub-advisory support.

Jeffrey Alpert is a financial advisor with Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation and four years of industry experience. Prior to joining Composition Wealth in 2022, he worked at Karp Capital Management Corporation, TuneIn Inc., and Manatt, Phelps & Phillips, LLP. Outside of his advisory role, he provides legal services through his sole proprietorship, Alpert Advisers, serving legacy clients. Composition Wealth offers investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach centered on low-cost, diversified funds and conducts regular portfolio reviews and rebalancing.

Paul Wunsch is a financial advisor at Hilltop Securities Inc. with 36 years of industry experience. He holds the Series 63 designation and has been with Hilltop Securities since 1989. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed account programs, financial planning, retirement-plan advisory, and annuity-based solutions, combining custody, banking, and market-making capabilities with an open-architecture platform.

Rachel Vega is a CFP® professional with four years of experience in financial advising. She is currently with Mariner Independent, having previously worked at Northern Trust and HSBC. Vega is also involved as a pro bono planner with The Foundation for Financial Planning, a nonprofit organization. Mariner Independent serves individuals, including high-net-worth clients, as well as institutional entities such as pension plans and charitable organizations. The firm offers a range of financial services through a large network of advisors, utilizing both model portfolios and customized strategies supported by affiliated businesses and third-party managers.

Franklin Mohri is a CFP® professional with 26 years of industry experience, currently serving at Mutual of Omaha Investor Services, Inc. since 2002. He also has a long-standing teaching role at Santa Monica College. Outside of financial advising, he owns a family floral business, Rosengarden Florist, in Tarzana, CA, although he is not involved in its day-to-day operations. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm operates primarily through a platform relationship with Envestnet and employs a range of model portfolios and third-party manager relationships.