Gary Friedle is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Advisors. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management via an affiliated sub-advisor and operates within a broad financial services group affiliated with a bank parent and related entities.

Alejandro Hirsch Marin is a financial advisor at Signature Investment Advisors, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Fidelity Investments, Charles Schwab, Transamerica Financial Advisors, and Prudential Financial. Signature Investment Advisors provides discretionary and non-discretionary investment management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other entities. The firm uses a research-driven approach combining strategic and tactical asset allocation, supported by multiple customizable model platforms and quarterly reporting.

Kyle Steckler is an Associate Advisor at SEIA with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Royal Alliance Associates and Centura Wealth Advisory. Steckler has also spent time in a non-advisory role at SES LLC. 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 employs a combination of strategic macro asset allocation and tactical adjustments supported by quantitative and qualitative research, offering both discretionary and predominantly non-discretionary investment management alongside comprehensive financial planning and consulting services.

Kyeong Su Lee is a financial advisor at RBC Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at City National Securities, California Bank & Trust, and LPL Financial. He is also a licensed notary public. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, offering financial planning and portfolio management with investment strategies implemented by an affiliated sub-advisor.

Christopher Kazmer is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Los Angeles, CA. He previously worked at Hcvt from 2013 to 2017 before joining Aspiriant, where he has been since 2017. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside comprehensive wealth planning and family office services. The firm offers customized investment strategies using a range of implementation options and maintains distinctive family office capabilities including accounting and banking support.

Leo Wai is a financial advisor with Merit Financial Advisors in Pasadena, CA, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Commonwealth Financial Network, and JP Morgan Chase. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by centrally managed portfolios and customizable strategies.

William Pettus is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior roles include positions at California Retirement Advisors Group, First Allied Advisory Services, and Waddell & Reed. He is also an independent insurance agent focusing on life insurance and annuities. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm offers a range of advisory services and manages portfolios using both active and passive strategies, emphasizing diversification and alignment with clients’ objectives.

David Lin is a CFA® charterholder with nine years of industry experience. He has been with Clifford Swan Investment Counselors since 2018 and previously served as CEO and portfolio manager at Clear Shore Group from 2016 to 2018. 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 manages approximately $4.48 billion in client assets and employs a fundamental research-driven approach to build long-term, diversified portfolios across equities, fixed income, and selected private investments.

Alysa Enriquez is a financial advisor with Prosperity - An EisnerAmper Company in Pasadena, CA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at KROST Wealth Management and Ameriprise Financial Services, LLC. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, retirement-plan advisory, and consulting services. The firm manages approximately $5 billion in assets with a focus on asset allocation and diversification, utilizing both discretionary and non-discretionary management strategies and third-party portfolio managers.

Samuel Boone is a financial advisor at Maia Wealth with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Maia Wealth and Simplicity Wealth in 2026, he worked at Intuit and Robinhood Markets. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses. The firm combines fundamental, technical, and cyclical analysis in its long-term investment approach, utilizing mutual funds, ETFs, individual securities, and independent managers to meet client objectives.

Michelle Cooper is a financial advisor at Certuity, LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Camden Capital, UBS Financial Services, and Capstone Investment Advisors. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles. The firm offers investment advisory, family office, financial planning, and investment consulting services, emphasizing asset allocation, diversification, and a long-term buy-and-hold strategy that incorporates both fundamental and quantitative analysis.

Alan Gelb is a CFP® and Series 65-registered financial advisor with 22 years of industry experience. He is currently with Mariner Independent and has held prior roles at AdvicePeriod, LLC, Wescap Management Group, Inc., Foster Investment Consulting LLC, and AMI Asset Management Corp. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of over 100 investment adviser representatives using both model and customized discretionary portfolios.

Claudia Lin is a CFP® and Series 65-registered financial advisor at Sovran Advisors, LLC with eight years of industry experience. Prior to joining Sovran Advisors in 2024, she worked at Trilogy Financial and Trilogy Capital for six years. She serves as a board member of the Irwindale Chamber of Commerce and owns a tax entity, Beaujee Wealth Boutique. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning and portfolio management services. The firm employs written investment policies and integrates active and passive strategies across multiple asset types, managing nearly $1.9 billion in assets through its team of over fifty advisors.

Stephanie Perkins is a financial advisor at SEIA with 14 years of industry experience. She holds the Series 66 designation and has worked at SES Inc., Royal Alliance Associates, INC., and Jhfn Sii. Perkins also serves as a Client Service Manager at SEIA LLC. SEIA is a multi-team advisory firm with approximately 140 advisors serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm employs a combination of strategic macro asset-allocation and tactical adjustments guided by an Investment Solutions Group and Investment Committee, offering both discretionary and predominantly non-discretionary investment management along with modular and comprehensive financial planning.

Douglas Van Deren is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wedbush Morgan Securities since 2006 and was previously with Citigroup Global Markets from 1997 to 2006. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm supports both discretionary and non-discretionary portfolio management and offers custodial, clearing, and prime services.

Camille Madison is a financial advisor at Valley Wealth Managers, Inc. with five years of industry experience. She holds the Series 66 designation and previously worked at Goldman Sachs and OneMain Financial. Valley Wealth Managers, Inc. is an SEC-registered adviser managing approximately $2.69 billion for individual and institutional clients. The firm’s investment process is client-driven, combining equities, fixed income, and cash, with portfolios typically holding individual securities alongside mutual funds and ETFs as appropriate.

Samuel Miller is a CFP® and CFA® with 17 years of experience in the financial services industry. He is currently an Executive Vice President of Investment Strategy at SEIA, where he manages the Research Department. Prior to SEIA, he held positions at SES Inc., Royal Alliance Associates, INC., Sii, and United Capital Financial Advisers, LLC. Miller serves as a volunteer member of the Foundation Investment Committee at Vanguard University. 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 approach combines strategic macro asset allocation with tactical adjustments using quantitative and qualitative research, with a focus on predominantly non-discretionary management.

Sarah Chhotani is a Series 65-licensed advisor with Westmount Partners, LLC, based in Los Angeles, CA. She has one year of industry experience and previously held roles at Merrill Lynch and USC Dornsife Office of Administration and Finance. Westmount Partners provides investment advisory and discretionary portfolio management services to individual and institutional clients, utilizing mutual funds, managed strategies, and alternative private funds while accommodating client-specific investment restrictions.

Stephen Wiley is a financial advisor at Northern Trust Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Northern Trust Securities since 2008. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through various managed account platforms, combining advisory, brokerage, and custody services.

Roy Guia is an advisor with Mariner Independent in Torrance, CA, with experience primarily in accounting and financial services since 2016. His background includes roles at several accounting firms such as Westside CPAs LLP, Armanino, Marcum LLP, and operating his own Roy Guia Accountancy Corporation. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of 119 advisors and a variety of investment platforms.