Bernard Obrien is a financial advisor with Wedbush Securities Inc. and holds a Series 63 designation. He has 38 years of industry experience and has worked with Wedbush Morgan Securities Inc. since 1989. Outside of his advisory role, he has been associated with Woodcrest Country Club for over three decades. 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, with portfolio management tailored to client objectives and risk profiles.

Keely Patridge is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include 19 years at Charles Schwab & Co., Inc. and her current tenure at City National Securities, Inc. since 2024. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm is integrated within a broad financial services group, offering financial planning and portfolio management with delegated investment management by its affiliated sub-advisor, RBC Rochdale.

Michael Amash is a financial advisor at Westmount Partners, LLC with 23 years of industry experience. He holds a Series 63 designation and previously worked at Westmount Asset Management from 2002 to 2011. Westmount Partners, LLC provides investment advisory and discretionary portfolio management to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm emphasizes tailored asset allocation using mutual funds, managed strategies, and alternative investments such as private and interval funds, serving as a private fund adviser and sub-advisor for multi-manager private funds launched since 2019.

Gerard Tamparong is a CFP®, CFA®, and Series 63 licensed financial advisor with 25 years of industry experience. He has worked at Composition Wealth, LLC since 2020 and previously spent 19 years at Payden & Rygel. Composition Wealth, LLC offers investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm’s investment approach focuses on long-term strategies using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds, while providing fiduciary services for retirement plans.

Mark Markland is a CFP® professional with 38 years of industry experience, currently serving at The AmeriFlex Group. His prior work includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and First Allied Advisory Services. He is also involved in insurance and benefits through an agent role outside of his advisory work. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing multiple program platforms and custodial arrangements to deliver tailored strategies.

Andrew Curto is a financial advisor at Citizens Private Wealth in Los Angeles, CA, with 14 years of industry experience. He holds a Series 66 designation and has worked at notable firms including JP Morgan Chase Bank and First Republic Securities Company. Curto is also named as a Successor Trustee for a client account. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm provides tailored investment management through a combination of discretionary portfolio oversight and open-architecture strategies, supported by its affiliation with Citizens Bank, N.A., which offers unique banking and lending features.

Samuel Adams is a financial advisor at Kinetic Investment Management, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kinetic since 2019. Prior to that, he was with Foundations Investment Advisors, LLC for two years and has been involved with RTA & Associates Financial & Insurance Services since 2009, where he serves as Director of Sales & Marketing. Kinetic Investment Management is a registered investment adviser serving individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $348 million in assets across about 1,250 client relationships, employing a mix of analytical methods with a primary long-term trading orientation and providing portfolio management, financial planning, sub-advisory, and educational services.

Nelson Merwitzer is a financial advisor with ON Investment Management Company and holds the ChFC® and Series 63 designations. He has 46 years of industry experience, including roles at The O.N. Equity Sales Company since 2012, Ohio National Financial Services since 2011, and National Life of Vermont since 1975. In addition to his advisory work, he owns and operates Merwitzer Insurance Solutions, specializing in life, health, disability, and long-term care insurance, as well as health savings accounts. ON Investment Management Company is a SEC-registered investment adviser that 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 financial plans and access to various third-party investment programs, managing client accounts through both discretionary and non-discretionary arrangements.

Brian Hsieh is a CFA® charterholder with 16 years of experience in the financial industry, currently serving at RBC Securities, Inc. He previously worked at Wells Fargo Investments, LLC for 17 years before joining City National Rochdale, where he has been for seven years. 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 a broad financial services group, including affiliated banking and trust entities, to offer comprehensive portfolio management and financial planning solutions.

Kirk Aguer is a financial advisor with Apollon Wealth Management, LLC and holds a Series 66 designation. He has 23 years of industry experience, having previously worked at Raymond James & Associates and Morgan Stanley Smith Barney. In addition to his advisory role, he is a registered representative at Purshe Kaplan Sterling Investments, Inc., and is involved in insurance sales. Apollon Wealth Management is an SEC-registered multi-team advisor serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios, offering a range of investment vehicles including ESG models and Direct Indexing with tax management overlays.

Randall Bishop is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 credential and 20 years of industry experience. He has worked at ChangePath, LLC since 2020 and Sorrento Pacific Financial, LLC since 2009, with prior experience at Partnervest Advisory Services. In addition to his advisory work, he maintains a private law practice focused on trust administration, wills and trusts, tax law, and estate planning. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option-based strategies, offering tailored portfolio management through a large network of Investment Adviser Representatives.

Richard Mc Whorter is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Citigroup Global Markets. Outside of his advisory work, he is involved with Electric Jane, a live music private membership club in Nashville. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Eric Miller is a Series 66-licensed financial advisor at Northern Trust Securities, Inc. with two years of industry experience. Prior to joining Northern Trust Securities in 2026, he worked at Edward Jones and MassMutual Life Insurance Company. His work history also includes roles unrelated to finance, such as involvement with Britton Christian Church and Turning Point USA. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven, discretionary portfolio management through Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs, integrating proprietary and third-party investment products with annual portfolio reviews.

Monte Traficante is an investment advisor representative at Siebert AdvisorNXT, LLC, with 33 years of industry experience. He has worked at Muriel Siebert & Co., LLC and Stockcross Financial Services, Inc. Prior to his current dual role split between Siebert AdvisorNXT and Muriel Siebert & Co., he spent 13 years at Stockcross Financial Services. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based platform employing Modern Portfolio Theory with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management.

Sharone Hakman is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at PKS Advisory Services and Purshe Kaplan Sterling Investments since 2012. Outside of his advisory role, Hakman is the CEO of CHEFHAK Inc., a food and grocery manufacturing company. PKS Advisory Services provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on risk tolerance, time horizon, and objectives using a blend of mutual funds, ETFs, independent managers, and securities.

Sean Kram is a financial advisor at Citizens Private Wealth in Los Angeles, CA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Securities Company, and Blue Ocean Companies. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework, combining discretionary portfolio management with quantitative and qualitative research, and benefits from its affiliation with Citizens Bank, N.A. and its suite of integrated financial services.

Lina Sanchez is a financial advisor at Aspiriant, LLC in Los Angeles, holding Series 65 and Series 66 licenses with eight years of industry experience. Her prior roles include positions at StateTrust, Meg Green & Associates, Inc., and Merrill. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers a range of wealth management services, including discretionary and non-discretionary investment management, family office support, and specialized planning, utilizing customized investment programs and a variety of implementation options.

Joshua Woodard is a financial advisor at SEIA with 10 years of industry experience. He holds the Series 66 designation and has worked at SES LLC, Royal Alliance Associates, INC., and SII. Woodard is based in Los Angeles, CA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm offers a range of investment management and financial planning services with an investment process combining strategic asset allocation and tactical adjustments, primarily managing assets on a non-discretionary basis.

Alireza Zamani is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, with 21 years of industry experience. He holds the Series 66 designation and previously worked at Purshe Kaplan Sterling Investments for six years. Outside of advising, he is a fixed insurance agent. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, private funds, and registered investment companies. The firm offers financial planning, portfolio management, alternative strategies, and access to private placements, employing proprietary and custom model portfolios monitored by its Institute of Portfolio Management & Economic Strategy.

Garrett Devine is a financial advisor at Belpointe Asset Management LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Belpointe since 2018, previously working at Kestra Financial Services. He serves as a board member of Los Angeles Community College. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of advisory relationships.