Mark Copeland is a CFP® professional with 38 years of industry experience. He is a senior partner at SEIA and has held roles at SES Inc., Royal Alliance Associates, and Signator Investors. His activities include insurance sales and service consistent with financial planning. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, emphasizing mostly non-discretionary management with client trade approval.

James Mayes is a financial advisor with Alexander Capital Wealth Management LLC in Azusa, CA, holding Series 63 and Series 66 designations and 17 years of industry experience. He previously worked at Western International Securities, Inc. and Financial West Group. Outside of finance, Mayes is a minister involved in ministry-related book sales, writing, and speaking engagements. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis along with both long- and short-term trading strategies.

James Rehfeld is a financial advisor at United Capital Financial Advisors with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for nine years. Outside of his advisory role, he operates a media entertainment consulting business and serves as vice president on the board of a homeowners association in Los Angeles. United Capital provides national financial planning and discretionary investment management to individual, high-net-worth, retirement plan, and institutional clients. The firm offers a range of customizable investment strategies and supports other independent advisors through its technology platform, FinLife Partners.

Brett Henderson is a financial advisor at Consolidated Portfolio Review Corp with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Vanderbilt Financial Group, Independent Financial Partners, Triad Advisors, and UBS Financial Services. Outside of his advisory work, he owns a business buying and selling model trains. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment approach is advisor-driven and tailored, combining strategic asset allocation with fundamental and technical analysis across various securities.

Alexandra Shaheri is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. She previously worked at SteelPeak Wealth and attended the University of California, Santa Barbara. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments, and manages approximately $9.47 billion in discretionary assets.

Langley Thomas is a financial advisor at Composition Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Miracle Mile Advisors, Lenox Advisors, and MML Investors Services. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds, supported by both fundamental and technical analysis.

Joseph Auday is a CFP® with 16 years of industry experience, currently serving at SteelPeak Wealth, LLC since 2015. He holds Series 63 and Series 66 licenses and is based in Beverly Hills, CA. Outside of his advisory role, Auday assists his family with real estate operations, including financial oversight as vice president and CFO of a family-held LLC. SteelPeak Wealth, LLC serves a diverse client base ranging from individual investors to family offices and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Daniel Moas is a CFP® and holds a Series 65 license, working with Aspiriant, LLC in Los Angeles, CA. He has three years of industry experience and previously worked at Livingston Group Asset Management Company for two years. Moas has been with Aspiriant in various roles since 2017. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering a range of investment management and wealth planning services. The firm provides customized investment programs using multiple implementation options and offers expanded family office capabilities, including accounting and banking support.

Talin Shadmany is a financial advisor at RBC Securities, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at several notable firms, including Merrill, Wells Fargo, and Morgan Stanley Smith Barney. Outside of his advisory role, he provides in-home supportive services for his mother. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap‑fee investment advisory program. The firm utilizes affiliated sub-advisors for portfolio management and operates within a broad financial services group affiliated with a bank and related entities.

Doris Chen is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at Packerland since 2018 and previously at Foresters Equity Services, Inc. and First Street Advisors. Outside of her advisory work, Chen is involved with First Street Advisors in providing insurance services, including life, health, long-term care, disability, annuities, and group employee benefits. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms, including Hilltop/Envestnet, and combines brokerage and advisory services under a dual registration.

Ryan Stromsborg is a financial advisor with M HOLDINGS SECURITIES, Inc. and Parq Advisors, holding Series 65 and Series 66 credentials. He has 25 years of industry experience and has been with M HOLDINGS SECURITIES, Inc. and Parq Advisors since 2011, and HUB International since 2016. Outside of his advisory roles, he serves on the board of the USC Baseball Alumni Association and co-founded the nonprofit Change 4 Childrens. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing various wrap programs and third-party sub-advisors.

Jacob Dreiling is a Series 66-licensed financial advisor with five years of industry experience. He is currently with MissionSquare Retirement and MissionSquare Investment Services, having joined in 2025. Prior to this, he worked at Fidelity Investments and held roles at Bank of America and Merrill. Outside of his advisory work, he owns Beantown Beanies LLC, an online beanie retail business. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which uses investment models developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Wayne Rogers is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His prior work includes roles at City National Bank and TD Bank, N.A. Outside of his advisory work, he serves as a soccer referee with multiple regional soccer referee associations. 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’s investment management is delegated to an affiliated sub-advisor, RBC Rochdale, which implements discretionary portfolios using mutual funds, ETFs, SMAs, and individual securities.

Andrew Lin is a financial advisor at Signature Investment Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, INC. and Ses LLC. Outside of his advisory role, Lin serves as CFO of LHL Corporation, a family-owned entity managing multi-family real estate. 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’s investment approach combines strategic macro asset allocation with tactical micro allocation, supported by quantitative and qualitative analysis from its DIMES research group and Investment Committee.

Jesus Sunga is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked at Wedbush Securities since 2013 and previously spent five years at Morgan Stanley. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, and other financial services. The firm manages discretionary and non-discretionary portfolios and supports SMA, MMA, UMA, and IMA offerings.

Vincent Dileva is a financial advisor at SEIA with 30 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. His prior experience includes roles at Signator Investors, Inc. and Royal Alliance Associates, Inc. He also holds a California insurance license and provides long-term care insurance, life, and annuity solutions to clients. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary management approaches.

Vanessa Elkins is a financial advisor at Insigneo Advisory Services, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Wealth Management and VectorGlobal WMG. Her current role at Insigneo began in 2026. Insigneo Advisory Services offers investment advisory and consulting services to both retail and institutional clients, combining committee-driven model portfolios with advisor-led portfolio construction and incorporating third-party macroeconomic research to align investments with client objectives and risk tolerances.

Rodney Olea is a financial advisor at Citizens Private Wealth with nine years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities and First Republic Securities Company LLC. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, charitable organizations, and other entities. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management overseen by a Chief Investment Officer. Its affiliation with Citizens Bank, N.A. provides access to bank deposit sweep programs, securities-based lending, and an expanded suite of advisory services including business consulting for succession and exit planning.

Vincent Reyes is a financial advisor with SEIA, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has worked at SEIA since 2007 and previously held positions at Signator Investors, Inc. and Royal Alliance Associates, Inc. Reyes also serves as SEIA’s Director of Trading Operations. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm employs a combination of strategic macro asset-allocation and tactical adjustments driven by an in-house Investment Solutions Group and Investment Committee, with a majority of assets managed on a non-discretionary basis.

Remy Chang is a financial advisor at SEIA with one year of industry experience and holds the Series 66 designation. Prior to joining SEIA, Remy worked at Aventine Collective for three years. 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 combines strategic macro asset-allocation with tactical adjustments using both quantitative and qualitative research, and a large majority of assets are managed on a non-discretionary basis.