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 with eight years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Aspiriant since 2022, following prior roles at StateTrust and Mg&A Wealth. Aspiriant serves primarily 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 builds customized investment programs using a range of implementation options and offers accounting, banking, tax, and estate planning support as part of its broader wealth services.

Joshua Woodard is a Series 66-licensed financial advisor with SEIA, based in Los Angeles, CA, and has nine years of industry experience. His prior roles include positions at Royal Alliance Associates, INC. and SII. Joshua has also served as an associate advisor at SEIA since 2016. SEIA provides investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm employs a combination of strategic macro asset allocation and tactical adjustments, and it manages a majority of 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.

James Lull is a financial advisor at Signature Investment Advisors, LLC with one year of industry experience. He holds the Series 65 and Series 63 designations and has prior experience with several organizations, including SLK Private Wealth and Sanctuary Advisors LLC. Signature Investment Advisors provides investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and institutions through various branded programs. The firm’s investment approach combines strategic macro asset allocation, tactical micro allocation, and a blend of quantitative and qualitative research overseen by an Investment Committee.

Tony Nguyen is a financial advisor at SEIA with 23 years of industry experience. He holds a Series 66 designation and has worked at SES Inc., Royal Alliance Associates, INC., and Sii. Nguyen also serves as a senior trader for SEIA. 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, offering a mix of discretionary and predominantly non-discretionary investment management alongside financial planning and consulting services.

Michelle Katzen is a Certified Financial Planner (CFP®) with nine years of industry experience. She has worked at Ritholtz Wealth Management since 2023 and previously held roles at HCR Wealth Advisors and Ascendant Capital Management. Katzen is based in Manhattan Beach, California. Ritholtz Wealth Management serves individual and institutional clients, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $9.4 billion in assets and employs a goal-based investment process that emphasizes asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Shawn Da Cruz is a Series 65-licensed financial advisor at Gerber Kawasaki Wealth & Investment Management with five years of industry experience. He has been with Gerber Kawasaki since 2021 and previously worked at Louis and Clark, Costco, CVS, and Walmart. In addition to his advisory role, he provides accounting services through GK Tax and Accounting, acting as a liaison between clients and CPAs. Gerber Kawasaki serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm offers wealth management, financial planning, pension consulting, and tax preparation services, employing an active management approach that combines fundamental and technical analysis with strategies such as systematic rebalancing and tax-loss harvesting.

Kenneth Watten is a CFP® with 22 years of industry experience. He is currently with Modern Wealth Management, LLC and has previously worked at Mutual Securities, Inc and Kaye Capital Management. Outside of advisory work, he is the owner of Cogent Insurance Solutions, a fixed insurance sales and consulting business. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base including individuals, trusts, pension and retirement plans, and charitable organizations. The firm employs a centralized portfolio management model supported by an Investment Committee and uses both proprietary and third-party tools to manage and monitor client portfolios.

Danilo Kawasaki is a CFP® professional with 24 years of experience in financial advisory. He has been with Gerber Kawasaki Wealth & Investment Management since 2010, with a prior nine-year tenure at LPL Financial, LLC. Outside of his advisory role, he is an investor in several businesses, including a tech startup and a resort, and is involved in investment-related webinars. Gerber Kawasaki Wealth & Investment Management serves a diverse client base that includes both individual and institutional investors. The firm offers tailored wealth management and financial planning services, employs active portfolio management techniques, and provides access to alternative investments and ETF sub-advisory services.

Anthony Lee is a financial advisor at Perennial Financial Services with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Unionbanc Investment Services and LPL Financial. Outside of his advisory role, he is the CEO of TASA Floral Couture LLC, a floral design business. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, using multiple platform relationships and third-party managers to tailor portfolios and retirement plan solutions.

Brett Sifling is a financial advisor at Gerber Kawasaki Wealth & Investment Management with eight years of industry experience. He holds a Series 65 designation and has been with Gerber Kawasaki since 2017. Outside of his advisory role, he serves as a liaison between clients and the firm’s tax and accounting department, referring clients and providing financial planning advice. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual investors and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies with active monitoring and serves as sub-adviser to an actively managed growth stock ETF.

Lawrence Edwards Jr. is a financial advisor at Global View Capital Management LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Experior Financial Group and Transamerica Financial Advisors. Outside of finance, he has been the owner-operator and barber of Body and Soul Hair Salon since 1997. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, model-based investment approach using algorithmic research and technical signals to manage portfolios aligned with client risk profiles and objectives.

Gregory Sherman is a Series 66-registered advisor at Citizens Private Wealth with 16 years of industry experience. He previously worked at Morgan Stanley, Wells Fargo Clearing, and JPMorgan Chase Bank and Securities. 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 foundations. The firm offers discretionary and non-discretionary investment management alongside tax, estate, and business consulting services, with an investment approach centered on long-term asset allocation within an open-architecture framework.

Kyle Briggs is a financial advisor at Mariner Independent with 13 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, First Republic Investment Management, Bank of America, and Merrill. 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, access to model portfolios and third-party managers, and retirement plan services through a platform that integrates institutional resources and sub-advisory relationships.

Thomas Taylor is a financial advisor with Mutual Advisors, LLC in Los Angeles, CA, holding a Series 66 designation and 24 years of industry experience. He has held positions at Morgan Stanley entities since 2007 and has been with Mutual Advisors since 2017. Outside of his advisory work, Taylor is an author engaged in a long-term research and production project related to a book he originally published in 1999. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plan participants. The firm offers asset management, financial consulting, ERISA plan advisory, and uses a combination of passive and active investment strategies tailored to client objectives.

Matthew Montefusco is a financial advisor at Golden State Wealth Management, LLC in Encino, CA, with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Miracle Mile Advisors, Wells Fargo Bank, Pinnacle Capital Management, Bowen Advisors, and the University of California, Los Angeles. He also provides administrative support to Golden State Wealth Management through a separate registered entity. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, offering asset management, financial planning, retirement consulting, and referrals to third-party managers. The firm primarily provides discretionary portfolio management, utilizing various analytic approaches and third-party managers while offering flexible billing arrangements.