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.

Christopher Riboli is a CFP® professional with 13 years of experience in financial advising. He has been with Root Financial Partners since 2021 and previously worked at Integrity Financial Corporation from 2013 to 2021. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and allows for specialized approaches when appropriate.

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.

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 at Siebert AdvisorNXT, LLC with 43 years of industry experience. He has held positions at Muriel Siebert & Co., Inc., Stockcross Financial Services, Jesup & Lamont Securities Corp, Moors & Cabot, Inc., and Prudential Equity Group, LLC. 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 integrating Modern Portfolio Theory, risk-tolerance questionnaires, and access to third-party and independent managers to offer portfolio management within a wrap-fee structure.

Michael King is a financial advisor at Aspiriant, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Truist Advisory Services, GenSpring Family Offices, Merrill, and Goldman Sachs Wealth Services. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning and family office services. The firm offers customized investment programs using a variety of implementation options and provides expanded family office capabilities such as accounting, banking support, and specialized consulting.

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 work includes roles at Ses LLC, Royal Alliance Associates, Inc., and Sii. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing a structured investment process that combines strategic and tactical allocation overseen by an Investment Committee.

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 designations and 56 years of industry experience. He has worked at Wedbush Morgan Securities since 2008 and previously at First Wall Street Corp. from 1997 to 2008. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Julie Yoon is a CFP® at Westmount Partners, LLC with three years of industry experience. She previously worked at Carnegie Investment Counsel and Laurel Grove Capital before joining Westmount Asset Management in 2020. Westmount Partners, LLC provides investment advisory and portfolio management services to a range of individual and institutional clients. The firm constructs portfolios primarily using mutual funds and managed strategies, while also sourcing and diligencing private and interval funds for alternative exposure.

Anthony Amaradio is a financial advisor at SEIA with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Select Portfolio Management, Inc. from 1997 to 2025, and at SELECT Money Management, Inc. since 2010. Outside of investment advising, he is involved with Faithful With Finances, Inc., a venture focused on publishing financial curriculum for churches and promoting the book "Faithful With Much" through speaking engagements. 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 employs a combination of strategic and tactical asset allocation, quantitative and qualitative security selection, and offers a range of portfolio management and financial planning services.

William Pierrepont is a financial advisor at First Foundation Advisors in Los Angeles, holding a Series 65 credential with four years of industry experience. He has also held roles at Transamerica and King and Country LLC, where he is involved in insurance brokerage and video production business development, respectively. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, including sub-advisory roles for registered mutual funds. The firm employs an open-architecture, multi-asset investment approach and is affiliated with FirstSun Capital Bancorp, enabling integrated banking and financial product referrals.

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 SEIA with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, Inc. and Signator Investors Inc. He also holds an insurance license and is involved in insurance sales and service alongside his advisory duties. 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 and tactical investment approaches through a structured investment process.

Ramon Ramos is a CFP®-certified financial advisor at RBC Securities, Inc. with two years of industry experience. He has worked at several firms, including LPL Financial and California Capital Management. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program, delegating investment management to its affiliated sub-advisor, RBC Rochdale. The firm is part of a broad financial services group affiliated with a bank, offering integrated services across trust, municipal advisory, and brokerage businesses.