Michael Evans is a CFP® with 29 years of experience in financial planning and investment management. He has been with SEIA since 2003 and has prior experience at Signator Investors, Inc. and Royal Alliance Associates, Inc. He holds securities licenses including Series 63 and Series 65. SEIA serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments using quantitative and qualitative research, offering both discretionary and predominantly non-discretionary investment management and comprehensive financial planning services.

Robert Hoffman is a financial advisor at Snowden Capital Advisors LLC with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Snowden since 2014. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm provides discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection, combining multi-team scale with institutional capabilities.

Christine Matthew is a financial advisor with SEIA who holds Series 63 and Series 65 licenses and has 19 years of industry experience. Her prior roles include positions at United Capital Financial Advisers, LLC, and Fidelity Brokerage Services LLC. SEIA serves a diverse client base including 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, managing assets primarily on a non-discretionary basis.

Isaak Ottmar is a financial advisor at Westmount Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Wolfies, Target, FedEx, and Fruci and Associates. Ottmar also spent over a decade at Liberty High School prior to his financial services career. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, and trusts. The firm focuses on mutual funds and managed strategies, supplementing portfolios with private and interval funds, and serves as a private fund adviser and sub-adviser while managing pooled investment vehicles.

Phillip Argue is a financial advisor at SEIA with 18 years of industry experience and holds the Series 66 designation. His prior roles include positions at Morgan Stanley Smith Barney, Prepared Capital, Steel Peak Wealth Management, and Royal Alliance Associates. He is currently the Director of Investment Strategy at 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 offers a range of investment management and financial planning services, combining strategic macro asset allocation with tactical adjustments based on both quantitative and qualitative research.

David Hilton is a financial advisor at Modern Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Kaye Capital Management and Mutual Securities, Inc. Outside of his advisory role, Hilton serves on the Finance and Investment Committee of the Los Angeles Country Club and is involved with several nonprofit organizations, including Baseball for All and the Crohn’s & Colitis Foundation Advocacy Committee. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized Investment Committee to guide portfolio strategies that utilize model portfolios, third-party managers, and a combination of strategic and tactical approaches.

Gary Liska is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at SEIA. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. He is a founding partner and CFO of Signature Estate Investment Advisors, an LLC. 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’s investment process combines strategic macro asset allocation with tactical adjustments, relying on both discretionary and predominantly non-discretionary management.

Alexander Chumas is a financial advisor at SEIA with a Series 66 designation and four years of industry experience. His prior roles include positions at UBS Financial Services and Signature Estate & Investment Advisors. He has also worked in client service within related investment activities. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of roughly 140 advisors. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, utilizing a combination of strategic asset allocation and tactical adjustments supported by both quantitative and qualitative research.

Brendan Finneran is a financial advisor with SteelPeak Wealth, LLC in Los Angeles, CA, holding a Series 65 credential and five years of industry experience. Prior to joining SteelPeak Wealth Management in 2021, he worked for Rampart Investment Management from 2008 to 2021. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, and access to alternative investment strategies through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Olivia Shin is an advisor at 49 Financial with Series 63 and Series 65 licenses and five years of industry experience. She has worked at firms including Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Outside of her financial advisory roles, she is a certified indoor cycling instructor and writes children’s books through her publishing company, Shindig Publishing LLC. 49 Financial serves a diverse client base ranging from individuals to institutions, offering financial planning, retirement plan consulting, and investment management. The firm employs a disciplined, long-term investment approach focused on diversified asset allocation and behavioral coaching, and provides tiered fractional family office services alongside access to third-party managers.

Lara Lamb is a CFP® with 19 years of experience in financial advising. She has been with Abacus Wealth Partners since 2013 and previously worked at Lamb Financial Planning, LLC and Gainsborough Financial Consultants, Inc. Abacus Wealth Partners serves individuals, high-net-worth clients, families, and various organizations with financial planning, consulting, and investment management. The firm employs an asset-class investing approach grounded in academic research, utilizing primarily no-load mutual funds, ETFs, and passive institutional funds, and incorporates ESG screening and private investments into client portfolios where appropriate.

Kathleen Gilmore is a CFP® certificant with 24 years of industry experience. She has been with Clifford Swan Investment Counselors since 2007, initially joining the firm’s predecessor and continuing through its current form. Clifford Swan Investment Counselors serves individuals, charitable institutions, foundations, pension and profit-sharing plans, and business owners, managing approximately $4.48 billion in client assets. The firm emphasizes fundamental research and long-term, diversified portfolio construction, with selective use of sub-advisers to tailor solutions to client needs.

Susan Olson is a CFP® and holds a Series 65 license with 12 years of industry experience, all at Abacus Wealth Partners in Santa Monica, CA. She has been with Abacus Wealth Partners since 2014. Olson is involved as a partner in Impact Assets, a donor-advised fund advisor. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, and institutional clients. The firm follows an asset-class investing approach grounded in academic research, utilizing primarily no-load mutual funds, ETFs, and passive institutional funds, while incorporating ESG screening and private pooled investments for qualified clients.

Joel Lenzini is a financial advisor with Retirement Planners of America in El Segundo, CA. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 10 years with MMWKM Advisors, LLC. In addition to his advisory role, he is an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning services primarily to individuals, high-net-worth clients, and retirement plan participants. The firm employs an “Invest and Protect” approach focused on capital preservation, tactical rebalancing, and uses model portfolios composed mainly of ETFs and mutual funds.

Shannon Chavez is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. Prior to joining RBC, he worked at City National Securities, Inc. outside of his advisory role, he is involved in e-commerce through Bird Brain Products LLC and co-owns a short-term vacation rental home in La Quinta, CA. 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 with a broad financial services group, including affiliated banking and trust services.

Joshua Modabber is a financial advisor at Wedbush Securities Inc. with four years of industry experience. He holds the Series 66 designation and has worked with Wedbush Securities since 2021. His prior experience includes roles at Signpost, Westside Wellness & Rehabilitation, and Silva Artist Management, as well as time spent at the University of Colorado - Boulder. 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, delivering tailored portfolio management through discretionary and non-discretionary strategies.

Mike Shayestehfar is a financial advisor at Citizens Private Wealth with 19 years of industry experience. He holds the Series 66 designation and has previously worked at RBC Capital Markets, J.P. Morgan Securities, and First Republic Securities Company. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, business entities, trusts, and charitable organizations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, supported by an affiliation with Citizens Bank that offers access to bank deposit sweep programs and securities-based lending.

Steven Mc Neil is a Series 65 credentialed advisor at Genter Capital Management with four years of industry experience. His prior experience includes roles at Corbin Advisors, Stone Pine Management, and the Abu Dhabi Investment Authority. Genter Capital Management provides discretionary investment supervisory services to individual and institutional clients, managing equity and fixed-income portfolios. The firm combines fundamental and quantitative analysis, serving a diverse client base including pension plans, foundations, and government entities.

Larry Isaacs is a financial advisor at Mariner Independent with 27 years of industry experience. He holds a Series 63 designation and has worked at Mariner Platform Solutions since 2022, following prior roles at AdvicePeriod, LLC and Dakota Financial Management. 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 specialized retirement plan services, supported by institutional resources and affiliated investment relationships.

Leon Kim is a financial advisor with Diversify Advisory Services, LLC in Los Angeles, CA. He holds a Series 65 credential and has nine years of industry experience, including roles at KLK Capital Management and Stonemark Wealth Management. Since 2022, he has been self-employed. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.