Danyelle Proano is a Series 66-licensed financial advisor with RBC Securities, Inc. in Beverly Hills, CA, and has seven years of industry experience. She has worked at City National Bank since 2016. 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 integrates investment management with a broad financial services group affiliated with a bank parent, providing financial planning, portfolio management, and ongoing reporting to its clients.

Erik Larsen is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has worked at Citigroup Global Markets since 2007. Larsen serves as a board member and treasurer for the Rose Bowl Aquatic Center, where he chairs the finance committee. 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 integrates investment management with broader financial services, including affiliated banking, trust, and municipal advisory activities.

Bryan Sims is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at City National Securities, Morgan Stanley, JPMorgan Chase Bank, and First Republic Investment Management. 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 its affiliated sub-advisor, RBC Rochdale, and operates within a broad financial services group that includes banking, trust, and municipal advisory activities.

Raymond Wan is a financial advisor with SEIA in Los Angeles, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at SES Inc., Royal Alliance Associates, and First Pacific Advisors. Outside of finance, he is a co-founder of WFP Wine Company, LLC, a business focused on the production and distribution of wine. 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, employing both discretionary and non-discretionary investment management approaches.

Robert Wheatley Jr. is a CFP® with 30 years of industry experience, currently affiliated with Sovran Advisors, LLC. His prior roles include positions at LPL Financial, Trilogy Capital, and Envisage Wealth Management, where he serves as CEO and President. He is also an elected board member of 100 Black Men of America, contributing to oversight of policies and membership for the Los Angeles chapter. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering customized portfolio management and financial planning supported by multiple platform relationships and a variety of investment strategies.

Sophie Leahy is a CFP® professional with five years of experience in financial advising. She currently works at Morton Wealth and previously held roles at Burt Wealth Advisors and Obsidian Planning Solutions. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, and consulting services. The firm employs a modern portfolio approach emphasizing diversification and risk management and is notable for its involvement with private funds and pooled investment vehicles.

Michael Natzic is a financial advisor at Hilltop Securities Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at D.A. Davidson & Co. from 2013 to 2021. Outside of his advisory role, he serves as Finance Chair for Bear Valley Church and as Vice-Chairman for DOVES of Big Bear Valley, a domestic violence education and services organization. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs through an open-architecture platform and unique operational features including municipal bond strategies co-advised by Franklin Templeton Group and custody capabilities uncommon among enterprise advisers.

Anthony Fratello is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Mutual Advisors, LLC since 2020 and previously spent ten years at First Allied Securities, Inc. Outside of his advisory role, he is an associate with CA Tax Planners, focusing on tax and estate planning strategies. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion across 123 advisors and serving over 8,000 clients. The firm offers asset management, financial consulting, ERISA plan advisory, and wrap fee programs to individuals, institutions, trusts, and retirement plans, employing a mix of passive and active investment strategies tailored to client objectives.

Robert Schultz is a financial advisor at NWF Advisory Services Inc with 25 years of industry experience. He holds a Series 66 designation and has been with NWF Advisory Group and NWF Advisory Services since 2005. Outside of his advisory role, he is involved in selling life, health, disability, and long-term care insurance through New World Financial & Insurance Services and markets himself under the DBA Artisan Capital Partners. 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 operates an open-architecture Wealth Management Platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Evidio Mayea III is a financial advisor at Perennial Financial Services with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Wells Fargo Clearing. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities, offering discretionary asset management and financial planning tailored to client goals. The firm utilizes multiple platform relationships and combines ERISA retirement plan consulting with licensed insurance activities and dually-registered representatives.

Curtis Hill is a CFP®-certified financial advisor with 31 years of industry experience, currently serving at Portfolio Medics, LLC since 2019. He previously worked at Securities America Advisors, Securities America Inc, and Cetera Advisors. Outside of his advisory role, Hill is involved in publishing through Modern Millennium Press, where he self-publishes books. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a blend of strategic and tactical investment approaches across a variety of model portfolios and strategies.

Gabrielle Rosser is a financial advisor at Root Financial Partners in Los Angeles, CA, holding a Series 65 credential with two years of industry experience. Prior to joining Root Financial Partners, she worked at Vital Findings and Community.com. Outside of her advisory role, Ms. Rosser provides floral design services for events as a partner in her father’s company. Root Financial Partners offers investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm employs a broadly diversified, passive investment approach using index funds and ETFs, with portfolios tailored to client objectives, risk tolerance, and tax considerations, and provides educational programming and self-directed financial education through paid online academies.

Terrence Demorest is a financial advisor at Westmount Partners, LLC with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Westmount Asset Management since 2008. Westmount Partners, LLC provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion across 1,400 clients, using primarily no-load mutual funds and pooled vehicles, and offers access to alternative and private investments for qualified investors.

Patrick Selway is a financial advisor at Blackridge Asset Management, LLC with 25 years of industry experience. He previously worked for Gold Coast Securities, Inc. for 20 years. Outside of his advisory role, he is a notary public and a speaker for Saife & Toastmasters, Inc. 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 through a network of investment adviser representatives. The firm offers tailored financial planning and model-based portfolio management, utilizing an affiliated turnkey asset management platform and a range of wrap-fee and discretionary programs.

Christopher Galeski is a financial advisor at Morton Wealth with 16 years of industry experience. He holds a Series 66 designation and has worked at Morton Capital Management since 2018, following seven years at Fidelity Investments. Outside of finance, he is involved in commercial and radio advertising as an actor. Morton Wealth is a multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm offers discretionary portfolio management and financial planning services, implementing standardized investment strategies customized to client objectives with a focus on risk management and reduced volatility.

Virginia King is a financial advisor with Aspiriant, LLC in Los Angeles, CA, holding a Series 65 credential and 17 years of industry experience. She has been with Aspiriant since 2008. Aspiriant serves primarily 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 diverse implementation options and incorporates advanced tools like AI to assist client communications and analyses.

Dillon Cranston is a financial advisor at Signature Investment Advisors, LLC in Los Angeles, CA, holding a Series 66 credential with one year of industry experience. Prior to joining Signature Investment Advisors, he worked in various roles including at Zapwater Communications and SRG. Signature Investment Advisors provides investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions through a range of branded programs. The firm combines quantitative and qualitative research within a structured investment process, offering both discretionary and non-discretionary portfolio management strategies.

Kelli French is a financial advisor at SEIA with 11 years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes roles at SES Inc., Royal Alliance Associates, Inc., SII/John Hancock, and Fidelity Brokerage Services LLC. SEIA serves individual, high-net-worth, trust, retirement plan, institutional, and charitable clients through a multi-team advisory platform. The firm’s investment process combines strategic macro asset allocation and tactical adjustments guided by an in-house Investment Solutions Group and committee, with a predominance of non-discretionary asset management.

Dennis Shu is a CFP®-certified financial advisor with 14 years of industry experience, currently practicing at Perennial Financial Services in Los Angeles, CA. He has been with Perennial Financial Services since 2017 and is also involved with Perennial Financial & Insurance Services and LPL Financial. Outside of his advisory work, he is a swim instructor based in Santa Monica. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides fiduciary portfolio management tailored to client goals and risk tolerances, utilizing multiple platform relationships and combining retirement plan consulting with licensed insurance and dually-registered representative services.

Robert Francais 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 2009. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning, family office, and specialty services. The firm offers customized investment programs utilizing a variety of implementation options and features expanded family office capabilities and public mutual funds investing in private assets.