Semir Amin is a financial advisor at SEIA with 38 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including Securities Equity Group and Select Portfolio Management, where he held roles for 20 years or more. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of roughly 140 advisors. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, employing both discretionary and primarily non-discretionary management across various financial planning and consulting services.

Stan Choo is a CFP® professional with 19 years of industry experience, currently with Perennial Financial Services in Los Angeles, CA. He previously worked at Ameriprise Financial Services, Inc. for 13 years before joining Perennial Investment Advisors, LLC and LPL Financial in 2019. He is also involved as an agent with Perennial Legacy Insurance Solutions. Perennial Financial Services provides investment advisory and consulting to individual clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor portfolio allocations and deliver ongoing retirement plan consulting.

Linda Sherman is a financial advisor at Blackridge Asset Management, LLC with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including ClearBridge Investments and Cheviot Value Management. Sherman is also co-founder of Financially Empowered, LLC, a training and consulting business. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored financial planning and model-based portfolio management through an online platform, often utilizing affiliated turnkey asset management solutions and a variety of discretionary and non-discretionary arrangements.

Vibhore Bhaskar is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. He has been with City National Bank since 2007. Outside of his advisory work, he owns and manages rental properties through his single-member LLC. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans, utilizing a wrap-fee investment advisory program with portfolio management delegated to an affiliated sub-advisor. The firm is distinguished by its integration within a broad financial services group affiliated with a bank and related entities.

Andrew Douille is a Series 65-licensed financial advisor with Mariner Independent, based in Westlake Village, CA, and has two years of industry experience. His work history includes roles at AdvicePeriod and Investment Operation Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party managers, and retirement plan services, supported by institutional resources and affiliated investment relationships.

John Frye is a CFA® charterholder with 23 years of industry experience. He has worked at Carnegie Investment Counsel since 2021 and was previously with Crane Asset Management, LLC for 18 years. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including high net worth individuals, pension plans, nonprofits, corporations, and government entities. The firm employs a variety of analytical approaches and may use both long- and short-term trading strategies, options, and margin when appropriate, emphasizing alignment with client goals through written investment policy statements and ongoing monitoring.

Monica Baier is a CFA® charterholder with five years of industry experience. She is currently with Everett Harris & Co., where she has worked since 2008. Everett Harris & Co. provides discretionary and non-discretionary investment management services to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs a fundamental analysis and buy-and-hold approach, managing a diverse portfolio that includes U.S. and foreign equities, fixed income, commodities, and options.

Marjan Shokri is a financial advisor with RBC Securities, Inc. based in Beverly Hills, CA. He holds a Series 66 designation and has 25 years of industry experience. Since 2012, he has worked at City National Bank. 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 is affiliated with a broad financial services group that includes banking, trust, and municipal advisory activities, offering integrated financial solutions.

Jacob Cooper is a CFP® professional with 11 years of industry experience, currently serving as an advisor at SEIA. He previously worked at UBS Financial Services Inc. for nine years. Outside of his advisory role, he is involved in the acquisition and management of residential rental properties as a partner. 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 offers a range of investment management and financial planning services guided by an in-house Investment Solutions Group and Investment Committee, with a distinctive approach that favors non-discretionary asset management.

Gregory Morse is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Perennial Financial Services and has previously worked at Wells Fargo Advisors. Outside of his advisory work, he owns a business, 17Five Tires, based in Carson, CA. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides individualized portfolio management across a range of securities and utilizes multiple platform relationships and third-party managers to deliver tailored client solutions.

Gary Mccarver is a CFP® with 26 years of experience in financial advising. He is currently a Director of Financial Planning and Investment Advisor Representative at SEIA LLC, and has held roles at Securities Equity Group, Select Portfolio Management, Inc., and Money Management, Inc. Outside of his advisory work, he is involved in financial planning, insurance marketing, and website design through independent business ventures, and is also a published playwright, author, and director. SEIA is a multi-team firm with approximately 140 advisors, serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, with an investment process combining quantitative and qualitative research led by an internal Investment Solutions Group and Committee.

Kyle Mcpherson is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He currently serves as an advisor at SEIA and has prior experience with firms including Canterbury Consulting, Deutsche Bank, and Royal Alliance Associates. 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 blend of strategic macro asset-allocation and tactical adjustments through an Investment Solutions Group and Committee, managing assets primarily on a non-discretionary basis.

Peter Sentance is a ChFC® credentialed financial advisor at ON Investment Management CO with 44 years of industry experience. His prior roles include positions at Ohio National Financial Services, Cambridge Investment Research Advisors, and Pacific Mutual Life Insurance Co. He serves as Chair of the board for Southern California Jr. Cricket in America, a nonprofit focused on charity fundraising. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of modular financial plans and access to third-party investment programs, operating with a dual-registration model that combines advisory and broker-dealer services.

John Diciaccio is a financial advisor at Snowden Capital Advisors LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Snowden Capital Advisors since 2012. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning services with a multi-team approach.

Geoffrey Grimsdale is a financial advisor with Encompass More Asset Management LLC who holds a Series 66 license and has two years of industry experience. His prior roles include positions at Ameriprise Financial Services LLC, Armanino LLP, and Cetera Advisors. Outside of advising, he is president and owner of Grimsdale Financial Solutions, a tax preparation and accounting business serving individuals and small business owners. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm uses model-based strategies combining proprietary and third-party sub-advisers, offering access to a range of investment options including equities, fixed income, alternative assets, and digital-asset related exposures.

Ben Lawler is a Series 66-credentialed advisor with 20 years of industry experience. He has been with Perennial Financial Services since 2017 and also maintains a practice with Pro Active Advisors, a CPA firm providing tax preparation and accounting services. Additionally, Lawler is an attorney with his own law firm and operates a handyman services business. Perennial Investment Advisors offers investment management, financial planning, and retirement plan consulting to individuals, trusts, pensions, and corporate accounts. The firm employs tailored portfolio strategies using a variety of investment vehicles and integrates AI tools for portfolio analysis and client services.

Will Theodore is a financial advisor with Empirical Wealth Management in Los Angeles, holding a Series 65 credential. He joined the firm in 2025 and has prior work experience at TigerConnect and Southern Glazer's Wine & Spirit. Empirical Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, and institutional investors. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers a range of financial planning, tax preparation, retirement consulting, and affiliated real estate and insurance services.

Michael Taila is a financial advisor at Jefferies Investment Advisers LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Rochdale Investment Management, Rim Securities LLC, and City National Bank. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and businesses. The firm employs a customized, collaborative planning process and uses third-party software and simulations to support its financial planning, while keeping its fiduciary planning separate from implementation and execution services.

Briana Bowker is a financial advisor at Signature Investment Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Royal Alliance Associates, Inc. and Pettinelli Financial Partners. Outside of her advisory role, she is an Associate Relationship Manager at SIA LLC, focusing on RIA sales and service. 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 employs a research-driven investment approach combining strategic macro and tactical micro allocation, serving over 7,000 client relationships through a team of eight advisors.

Artin Bandari is an Investment Advisor Representative at NWF Advisory Services Inc with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance since 2012. In addition to his advisory role, Bandari is licensed as an insurance agent, providing fixed and fixed-index annuities and life insurance products to clients. NWF Advisory Services, Inc. offers portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture wealth management platform that includes advisor-managed portfolios and third-party model portfolios.