Justin Renteria is a financial advisor with Flagstar Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and eight years of industry experience. His career includes roles at CNR Securities, LLC, City National Rochdale, MML Investors Services, LLC, and Massachusetts Mutual Life Insurance Company. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages discretionary accounts across various asset classes and employs a multi-manager approach supported by Envestnet PMC.

William Fredrickson is a financial advisor with NWF Advisory Services Inc in Santa Rosa, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with OSAIC since 2007 and previously worked at Whjr Associates. Fredrickson is also an author working on a book about the 12 Step Process and the enneagram. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and employs an open-architecture wealth management platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical options.

John Padilla is a financial advisor with Sowell Management in Santa Monica, CA, holding Series 63 and Series 65 designations and with 29 years of industry experience. He has worked at Sowell Management since 2016, following prior roles at CONCERT Wealth Management, Inc. and Platinum Wealth Partners. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers model portfolios, third-party manager selection, and unified managed account solutions.

Ryan Hanlon is a financial advisor at Composition Wealth, LLC with three years of industry experience. He previously worked at Miracle Mile Advisors, LLC and Rainmaker Advisory, LLC. Outside of his advisory role, he serves as Executive Vice President for the West Coast at Brown & Brown Dealer Services, Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, and businesses. The firm employs a primarily long-term investment approach focused on low-cost, diversified funds supplemented by other securities, and manages approximately $9.47 billion in discretionary assets.

Luke Miller is a financial advisor with RBC Securities, Inc. in Los Angeles, CA. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at City National Securities, CNR Securities, City National Rochdale, and EnRich Financial Partners. 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 uses an affiliated sub-advisor for portfolio management and provides financial planning, ongoing reporting, and custodial services.

Noah Stomberg is a financial advisor at RBC Securities, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Equitable Advisors, LLC. Outside of finance, he has been involved with Fieldings Local Kitchen & Bar. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee advisory program. The firm manages portfolios using mutual funds, ETFs, SMAs, and individual securities, and operates within a broader financial services group affiliated with a bank and related entities.

Michael Powers is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He previously worked at McDonald Partners LLC for 13 years and Wells Fargo Clearing for 4 years. Wedbush Securities offers investment advisory and broker-dealer services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm provides a range of wealth management and capital markets services, with Financial Consultants acting as portfolio managers who tailor strategies to client objectives.

Stephen Ching is a financial advisor at Wedbush Securities Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at Wedbush Securities since 2010. In addition to his advisory role, he is a mortgage loan originator for US Bank. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm provides a wide range of services including wealth management, fixed income, commodities, and securities lending, with portfolio management tailored to client objectives and risk tolerances.

Andrew Daze is a financial consultant with Wedbush Securities Inc., holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Wedbush, he worked in various roles including freelance editing and bakery operations. Outside of finance, he has experience in small business management through his involvement with Eagle Rock Italian Bakery & Deli. 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, and securities lending, with a focus on customized portfolio management and institutional research.

Derek Ruan is a financial advisor at SteelPeak Wealth, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Signature Estate & Investment Advisors LLC. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, and family offices. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement investment consulting, implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Riley King is a financial advisor at SEIA with one year of industry experience and holds a Series 66 designation. Prior to joining SEIA, he worked briefly at Brighton Jones. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform with around 140 advisors. The firm combines strategic macro asset-allocation with tactical adjustments in its investment approach and offers primarily non-discretionary management alongside modular and comprehensive financial planning and consulting services.

John Knoth is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and bringing 46 years of industry experience. His prior work includes 20 years at Morgan Stanley and over four years at Wedbush Securities. Wedbush Securities serves individual, high-net-worth, and institutional clients through a range of services including wealth management, fixed income, commodities, and securities lending. The firm offers both advisory and broker-dealer capabilities, providing tailored portfolio management and institutional research.

Francine Lai is a CFP®-certified financial advisor with 16 years of industry experience, currently with Gerber Kawasaki Wealth & Investment Management. She previously worked at LPL Financial LLC for nine years. In addition to her advisory role, she serves as a liaison between clients and CPAs at GK Tax and Accounting, providing financial planning advice and client referrals. Gerber Kawasaki serves a diverse client base including individual households across wealth levels and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies with active management techniques and also acts as sub-adviser to an actively managed growth stock ETF.

Jonathan Sheen is a financial advisor at SteelPeak Wealth, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Apollo Global Management, Western Asset Management, and several entrepreneurial ventures such as Frill Marketing LLC and Traderlink LLC. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, and private funds. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, utilizing proprietary and custom model portfolios alongside due diligence on private securities for accredited clients.

Joseph Assaf is a financial advisor at ICG Advisors, LLC in Los Angeles, CA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ICG Advisors since 2009. Prior to that, he was with Pippy Corp. from 2024 to the present. ICG Advisors, LLC provides investment advisory services primarily to pooled investment vehicles and separately managed accounts for high-net-worth individuals, family offices, and institutional investors. The firm operates mainly as a fund-of-funds allocator, performing due diligence on Portfolio Managers and offering consolidated reporting, with a focus on large minimum investments and serving pension plans, charitable organizations, and other entities.

Michael Angell is a financial advisor at Aspiriant, LLC in Los Angeles, CA, holding a Series 65 designation with 17 years of industry experience. He has been with Aspiriant since 2008. 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 along with wealth planning, family office, and specialty services. The firm offers customized investment programs using asset allocation informed by internal research and employs a variety of implementation options including third-party managers and private investments.

Ella Fukushima is a financial advisor at SEIA with Series 66 credentials and is based in Los Angeles, CA. She began her professional career in 2024 after completing nine years as a student. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, emphasizing both discretionary and non-discretionary management tailored to client preferences.

Mark Udis is a financial advisor at Certuity, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Certuity since 2005. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles, offering investment advisory, family office, financial planning, and investment consulting services. The firm’s investment approach focuses on asset allocation, diversification, and a long-term buy-and-hold strategy, combining fundamental and quantitative analysis, and includes access to private markets through its private fund structures.

Andrew Hutcheson is a financial advisor at Wedbush Securities Inc. with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Raymond James & Associates, UBS Financial Services Inc., and Edward Jones. Outside of his advisory role, he is a co-owner of The Larchmont Chronicle, a newspaper based in Los Angeles, where he assists with administrative tasks. 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, and institutional research, supporting both discretionary and non-discretionary portfolio management.

Kathleen Stovel is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has held previous roles at Cetera Wealth Services, MassMutual Life Insurance Company, Mass Mutual Investors Services, and VOYA Financial Advisors. In addition to her advisory work, she has been an insurance agent focused on fixed insurance products since 1991. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and retirement plan consulting. The firm uses a combination of advisor-driven strategies, internal portfolio models, and third-party strategist input, employing both active and passive investment exposures across multiple asset types.