Anthony Walsh is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Shuster Advisory Group, Total Accounting and Bookkeeping Services, and Harris Financial Advisors. SteelPeak Wealth, LLC serves a diverse clientele including individual investors, pension and profit-sharing plans, trusts, charities, family offices, private funds, and registered investment companies. The firm employs proprietary and custom model portfolios, alternative strategies, and private placement consulting, with ongoing monitoring and access to privately placed securities for eligible clients.

Michael Nunnelee is a CFP® credentialed advisor with 33 years of industry experience. He is currently with RBC Securities, Inc. in Los Angeles, CA, having previously worked with City National Securities, Inc. and 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 offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that implements diversified asset allocation strategies.

Murcy Huang is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Clifford Swan Investment Counselors since 2021. Prior to joining Clifford Swan, he worked at City National Bank for eleven years. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, private corporate pension and profit-sharing plans, and business owners. The firm’s investment approach centers on proprietary fundamental research for equities and credit-focused fixed income, constructing diversified portfolios tailored to clients’ objectives, liquidity needs, and tax considerations.

Brian Schiazzano is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. His prior roles include positions at SES LLC, Royal Alliance, Mariner Wealth Advisors, and Signature Estate & Investment Advisors. 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 combines strategic macro asset allocation with tactical adjustments, utilizing both discretionary and predominantly non-discretionary investment management approaches.

Jacob Quiroz is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with Earned Wealth Advisors, LLC and previously worked at Abacus Wealth Partners, BakerAvenue Wealth Management, and Aspiriant LLC. His career also includes roles outside financial services, such as a period of full-time travel. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm provides comprehensive financial planning, discretionary wealth management, and retirement plan consulting, utilizing independent managers and a range of investment tools, while maintaining integration with affiliated businesses to offer diverse financial services.

Jesus Quezada is a financial advisor at Alexander Capital Wealth Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Crown Capital Securities, Regal Investment Advisors, and Regulus Advisors. Outside of his advisory role, he is a partner in Valzada Industries, where he engages with homeowners and tradesmen to support community rebuilding efforts. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients for capital markets and M&A advisory. The firm employs a top-down, asset-allocation investment process that integrates proprietary technical analysis with fundamental review and uses discretionary management, sub-advisers, and model portfolios.

Andrea Mitchell is a financial advisor at SEIA with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Royal Alliance Associates, Bel Air Investment Advisors, and Crabel Capital. Mitchell also serves as a Trading Operations Analyst at SEIA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset allocation with tactical adjustments, using quantitative and qualitative research, and manages assets primarily on a non-discretionary basis.

James Chu is a financial advisor at Virtue Capital Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Transamerica Financial Advisors, Inc., Waddell & Reed, World Financial Group, Inc., and operated Wonderland Design Inc. for over two decades. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a multi-team model to deliver customized portfolio management, financial planning, and consulting services, utilizing tactical, strategic, and dynamic investment approaches.

Matthew Hathway is a financial advisor at SEIA with three years of industry experience. He holds a Series 66 designation and previously worked at Alma Via of Camarillo and Atria Grand Oaks. Outside of advisory services, Hathway is involved in RIA sales and service through his role at SEIA LLC. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset allocation with tactical adjustments and employs both discretionary and non-discretionary investment management models, with a majority of assets managed on a non-discretionary basis.

Ivan Parry is a financial advisor at RBC Securities, Inc. with 29 years of industry experience. He holds a Series 66 designation and has worked at City National Securities, Inc., Western International Securities, Inc., and NPB Financial Group, LLC. 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 integrates portfolio management with banking and trust services, serving a broad client base including high-net-worth individuals.

Pamela Wilson is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at several firms, including CreativeOne Wealth, LLC, Searchlight Investments, LLC, and Beverly Drive Financial & Insurance Solutions, where she also serves as an insurance agent. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning, using an open-architecture platform and a combination of fundamental and technical analysis to tailor investment strategies.

Bradley Klahn is a CFP® and holds a Series 66 license, currently advising at Monograph Wealth Advisors, LLC in Manhattan Beach, CA. He has been with Monograph since 2023 and was previously self-employed for two years. Before entering the financial advisory field, Klahn spent 11 years with the Association of Tennis Professionals. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, offering investment advisory services alongside wealth planning and philanthropic support. The firm emphasizes tailored investment policy statements, asset allocation, and access to alternative investments, integrating technology to enhance client service.

Thomas Kang is a Series 66 licensed financial consultant with Wedbush Securities Inc. in Pasadena, CA. He has 10 years of industry experience, all with Wedbush since 2015. Wedbush Securities Inc. offers investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides a broad range of services such as wealth management, fixed income, commodities, capital markets, and prime services, administering customized portfolio strategies through various managed account programs.

Stephanie Mills is a financial advisor at SEIA with 26 years of industry experience. She holds a Series 66 license and has past work experience with Royal Alliance Associates, Inc. and Signator Investors Inc. Outside of her advisory role, she volunteers with a family business, Expo3, International Inc., assisting with benefits package decisions. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm’s investment process integrates strategic macro asset-allocation with tactical adjustments and employs a mix of discretionary and non-discretionary management approaches.

Emanuel Delgado is a financial advisor with RBC Securities, Inc. in Lawndale, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with City National Securities since 2013. 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 is registered as both an SEC investment adviser and a FINRA broker-dealer and delivers financial planning, portfolio management, and ongoing reporting to its clients.

Muzaffar Ahmed is a financial advisor with NewEdge Wealth, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining NewEdge Wealth in 2022, he worked at UBS Financial Services for ten years. Outside of his advisory role, he serves on the board of directors of a real estate LLC focused on property management. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs a multi-strategy investment process that includes proprietary solutions and third-party managers across various asset classes.

Matthew Outcalt is a financial advisor at SEIA with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Merrill Lynch, and several other financial and consulting firms. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers investment management across various models, financial planning, retirement plan consulting, and investment consulting, with an investment process that combines strategic macro asset allocation and tactical adjustments guided by quantitative and qualitative research.

Rylan Folts is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms including Cambridge Investment Research, WealthFeed, and JPMorgan. Folts is the founder of WealthFeed, a technology services company. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting, offering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and integrates operational platforms such as Cambridge’s CMAP and WealthPort wrap programs.

Michael Hu is a CFP® professional with 10 years of industry experience. He currently works at SEIA and has prior experience at Mariner Platform Solutions, AdvicePeriod, LLC, and Jackson Financial Management. 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 offers investment management, financial planning, and consulting services, with an investment process that combines strategic macro asset-allocation and tactical adjustments through both discretionary and non-discretionary models.

Max Seeget is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding the CFA® designation and Series 66 license. He has 10 years of industry experience and has been with Wedbush Securities since 2014. 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, securities lending, and capital markets, supporting both discretionary and non-discretionary portfolio management.