Victoria Murphy is a financial advisor at SEIA with a Series 65 credential and three years of industry experience. Prior to joining SEIA in 2025, she worked at Steel Peak Wealth Management, LLC from 2021 to 2025. Outside of her advisory role, she serves as Director of Operations for Chris Sailer Kicking LLC, a football training company. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments and employs both discretionary and largely non-discretionary management styles.

Michael Mendell is a financial advisor at Gradient Advisors, LLC with a Series 65 credential and one year of industry experience. He has prior experience working at the Los Angeles County Superior Court for nine years and was self-employed for one year. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary advisory model that incorporates fundamental, technical, and cyclical analysis.

Charles Warner is a financial advisor at Genter Capital Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Quasar Distributors, LLC since 2001. Located in Los Angeles, CA, he is part of a multi-team advisory staff. Genter Capital Management provides discretionary investment supervisory services to a diverse client base, including individual and institutional investors such as pension plans, foundations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income portfolios and serves as adviser to the Genter Capital Dividend Income Fund as well as sub-advisor to several ETFs.

Jason Horg is a financial advisor with Perennial Financial Services, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial, Capital Financial Services, Inc., and Mariner Independent. Outside of advisory work, he serves as a notary public. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolios across a range of securities.

Anthony Montenegro is a Series 65-licensed advisor with Gibbs Wealth Management, LLC, based in Pasadena, CA. He has 13 years of industry experience, including ownership of Montenegro Financial Inc. Outside of financial advising, he is involved in marketing and management through Black Mountain Marketing Inc. and holds a partial ownership in a hair salon business. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and a variety of analytical approaches to guide investment allocations.

John Petrick is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Perennial Financial Services and its related entities since 2009 and has worked with LPL Financial since 2004. Petrick is also the founder and producer of Perennial Legacy Insurance Solutions, a non-variable insurance business. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management, financial planning, and retirement plan consulting, utilizing multiple platform relationships and third-party managers to tailor portfolio management and retirement solutions.

Jonathan Bates Jr. is a financial advisor with Wedbush Securities Inc., holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Wedbush, he held roles at Poke Rainbow, GABA Corporation, and Doordash, and is a recent graduate of the University of Colorado Boulder. Wedbush Securities serves a broad range of clients including individual and high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services. The firm provides a range of managed account solutions alongside commission-based brokerage arrangements and operates multiple clearing, custodial, and prime services tied to commodities and derivatives activity.

Amra Faruqi is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 66 and Series 63 credentials and possessing nine years of industry experience. Her prior work includes roles at City National Securities, RBC Capital Markets, and HSBC Securities (USA) Inc. She volunteers as Treasurer of the San Francisco chapter of Developments in Literacy, a nonprofit focused on fundraising and managing children’s schools. 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 offers financial planning, portfolio management, and ongoing reporting as part of its services.

William Klepper is a financial advisor at Genter Capital Management with 21 years of industry experience. He holds a Series 65 designation and has been with Genter Capital since 2008. Outside of his advisory role, Klepper teaches at California Lutheran University and Keller Graduate School. 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 analysis and quantitative techniques across equity and fixed-income strategies, managing a registered fund and multiple ETFs while overseeing $7.1 billion in assets.

Mohamed Akram is a financial advisor with NWF Advisory Services Inc in Los Angeles, CA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at OSAIC and Bank of the West. Outside of advisory work, he is a shareholder in Travel Care Mexico, a company providing telehealth, ambulance, legal advice, and roadside assistance services to travelers in Mexico. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, utilizing an open-architecture, technology-driven platform for tailored investment strategies.

Tiffany Yee is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Sovran Advisors since 2025 and previously spent nine years with CUSO Financial Services, LP. Outside of her advisory role, she owns a real estate rental property business in Pasadena, CA. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning and portfolio management services that combine active and passive strategies across various asset classes.

Robert Dovala is a financial advisor with NWF Advisory Services Inc in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior work includes roles at OSAIC and SagePoint Financial. NWF Advisory Services 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 combining advisor-managed portfolios, third-party model portfolios, and various account solutions with an emphasis on strategic long-term investing alongside tactical strategies.

Scott Fellmeth is a Series 65-licensed financial advisor with 16 years of industry experience. He has been with Westmount Asset Management, LLC since 2014. Based in Los Angeles, CA, he is part of Westmount Partners, LLC, a multi-team firm consisting of 18 advisors. Westmount Partners, LLC provides discretionary portfolio management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, non-profits, and corporate entities. The firm manages approximately $5.2 billion and employs an investment approach focused on no-load mutual funds, pooled vehicles, and alternative private investments for qualified investors, while also acting as adviser and sub-adviser to multiple private pooled vehicles.

Makenna Kelly is a Series 66 licensed financial advisor with Wedbush Securities Inc. in Pasadena, CA, with one year of industry experience. Prior to joining Wedbush Securities, she worked at FuelPositive Corporation and held various roles at Moen Incorporated and Oakhurst Golf & Country Club. 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 wealth management, fixed income, commodities, securities lending, and capital markets. The firm manages approximately $5.68 billion in regulatory assets and provides both discretionary and non-discretionary account solutions alongside clearing, custodial, and prime services functions.

Timothy Lonergan is a CFP® with seven years of industry experience, currently serving as a financial advisor at Westmount Partners, LLC. His prior experience includes roles at Fidelity Investments, Morgan Stanley Private Bank, Morgan Stanley, and Boston Private Wealth LLC. Westmount Partners, LLC provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, non-profits, estates, and corporations. The firm manages approximately $5.2 billion and emphasizes using no-load mutual funds and pooled vehicles, while also sourcing alternative and private investments for qualified investors.

Katrina Dudley is a financial advisor with Wedbush Securities Inc., holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Wedbush Morgan Securities since 2009. Wedbush Securities serves a diverse client base including individual investors, high-net-worth clients, foundations, and institutions, offering a range of brokerage and SEC-registered investment advisory services. The firm provides managed account solutions alongside commission-based brokerage and operates capital markets, clearing, and prime services across multiple asset classes.

Hagop (Jacob) Tujian is a financial advisor at RFG Advisory, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Independent Financial Group for 19 years and StoneKimbro for 3 years. Outside of his advisory role, he volunteers with the Boy Scouts of America, assisting with Eagle Scout projects and teaching the Personal Management merit badge class. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients with approximately $8 billion in assets under management. The firm provides portfolio management, financial planning, retirement plan consulting, and access to a range of investment strategies, including actively managed and passive models, alternative investments, and tax-aware approaches.

Raymundo Flores is a financial advisor at Clifford Swan Investment Counselors with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at City National Securities, Northwestern Mutual Investment Services, LPL Financial, and Western Asset Management. Outside of finance, he serves as Treasurer and CFO for MVP Tile & Marble Inc., a family-owned tile contracting business in California. Clifford Swan Investment Counselors manages approximately $4.48 billion in assets, serving individuals, charitable institutions, foundations, pension plans, and business owners. The firm employs fundamental research to construct diversified portfolios across equities, fixed income, and private investments, and offers tailored wealth-planning and administrative services.

Cassie Kang is a CFP® with 19 years of experience in the financial industry. She is currently with Brookwood Investment Group and Brookwood Insurance Group, having previously worked at Belpointe Asset Management and Cambridge Investment Research Advisors. Outside of finance, she has experience with Krav Maga United. Brookwood Investment Group is a multi-advisor firm managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and a network of affiliated businesses to support its clients.

Michael Gilman is a financial advisor at Gerber Kawasaki Wealth & Investment Management with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services LLC and New York Life. Outside of his advisory work, he manages an online retail business selling acne treatment products. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and government entities. The firm offers wealth management, financial planning, pension consulting, and portfolio management using a blend of fundamental and technical analysis, active strategies, and dedicated programs for smaller investors.