Robert Sperling is a financial advisor with Wedbush Securities Inc. in Pasadena, CA. He holds a Series 63 designation and has 42 years of industry experience, including 25 years with Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. Their offerings include wealth management, fixed income, commodities, securities lending, and capital markets services, with portfolio management tailored to client objectives and risk tolerances.

Tony Raygoza is a financial advisor at Sovran Advisors, LLC in Pasadena, CA, with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. Raygoza is also licensed as an insurance agent, selling fixed insurance products. 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 and offers a range of portfolio management and consulting services using both advisor-managed and model portfolios.

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 with Westmount Partners, LLC in Los Angeles, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His previous roles include positions at Westmount Asset Management and Citigroup Global Markets. Westmount Partners provides investment advisory and discretionary portfolio management services to a diverse client base, including individuals, institutions, and non-profits. The firm focuses on customized asset allocation using mutual funds, managed strategies, and private funds, and is known for managing multi-manager private funds and acting as a private fund adviser and sub-adviser.

Patrick Selway is a financial advisor at Blackridge Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Gold Coast Securities, Inc. and Independent Capital Management. Outside of his advisory role, he serves as a notary public and participates as a speaker with 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. The firm employs a network of investment adviser representatives and utilizes model portfolios, sponsored wrap programs, and an affiliated turnkey asset management platform operated by truEdge.

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 licenses and has worked at several firms including Royal Alliance Associates, INC., SII/John Hancock, and Fidelity Brokerage Services LLC. French also serves as a Client Service Manager at SEIA. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm offers a range of services from portfolio management and financial planning to retirement plan consulting, using a disciplined investment process that combines strategic asset allocation with tactical and security selection approaches.

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.

Michael Baker is a financial advisor at Gerber Kawasaki Wealth & Investment Management with eight years of industry experience. He holds the Series 66 designation and has worked at Gerber Kawasaki since 2018, with prior roles at LPL Financial, LLC and Tecolote Research Inc. In addition to his advisory duties, he serves as a liaison between clients and the firm's CPA department, referring clients to GK Tax and Accounting. Gerber Kawasaki Wealth & Investment Management advises a diverse client base including individual households, retirement plans, trusts, and corporations. The firm employs an active portfolio management approach blending fundamental and technical analysis, offering both discretionary and non-discretionary services alongside tax preparation and estate-planning tools.

Amy Born is a CFP® and CFA® with 26 years of industry experience, currently serving as an advisor at SVB Wealth. She has previously worked at Boston Private Wealth LLC and HighTower Advisors, LLC. Born is a member of the Investment Committee for the national non-profit Kappa Delta Sorority, supporting the development of college women across the US. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, providing wealth management, portfolio management, and financial planning services. The firm employs a documented due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company, integrating its offerings with affiliated bank, trust, and broker-dealer entities.

Fenimore Marsh is a financial advisor at Vontobel Swiss Financial Advisers with one year of industry experience. He holds a Series 65 designation. His prior work history includes positions at WellAcre Wealth Management, LLC, and roles outside the financial sector such as at Wind Addiction Kitesurfing School. Vontobel Swiss Financial Advisers offers wrap-fee wealth management programs to individuals, corporate entities, and institutional clients, providing both discretionary and non-discretionary investment advisory services. The firm manages a range of multi-asset and single-asset strategies and reported approximately USD 16.2 billion in program assets as of December 31, 2025.

Guillermo Guzman is a financial advisor at RBC Securities, Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including City National Securities, Inc., Fidelity Investments, Morgan Stanley Smith Barney, Wells Fargo Clearing, and Merrill. 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 affiliated with a bank parent, offering financial planning, portfolio management, and related services.

Mark Copeland is a financial advisor with SEIA in Los Angeles, CA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including roles at Signator Investors, Inc., Royal Alliance Associates, Inc., and SES Inc. He is also involved in insurance sales and service aligned with financial planning, including life insurance, long-term care, and annuity products. SEIA is an SEC-registered multi-team advisory firm with approximately 142 advisors serving around 9,500 clients across individual, trust, retirement plan, and institutional segments. The firm employs a mix of non-discretionary and discretionary portfolio management strategies supported by a structured investment process combining strategic asset allocation with tactical security selection.

Tyler Malinger is a Series 66-licensed financial advisor with Hilltop Securities Inc., where he has worked since 2019. He has six years of industry experience, including seven years at Move Inc. prior to joining Hilltop. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a variety of portfolio management programs through an open-architecture platform, with capabilities including municipal bond strategies co-advised by Franklin Templeton Group and custody services uncommon among enterprise advisers.

James Rehfeld is a financial advisor at United Capital Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and UBS Financial Services. Outside of his advisory role, he is involved in media entertainment consulting and serves as vice president on the board of a homeowners association in Los Angeles. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm supports customized portfolios through internally managed strategies, third-party managers, and separately managed accounts, while offering a broad affiliate network and technology platform for independent advisors.

Alexandra Shaheri is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. She previously worked at SteelPeak Wealth and attended the University of California, Santa Barbara. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments, and manages approximately $9.47 billion in discretionary assets.

Brian Ullmann is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Perennial Financial Services and previously worked at Ford Financial Group and LPL Financial. Outside of his advisory work, he is a member of the Saint Agnes Men's Club, a philanthropic group supporting local medical and community programs. Perennial Investment Advisors provides tailored investment management, financial planning, and retirement plan consulting for individuals, trusts, pensions, and corporate clients. The firm utilizes a range of strategies and technologies, including AI tools, and operates across multiple custodians and platforms to serve a diverse client base.

Langley Thomas is a financial advisor at Composition Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Miracle Mile Advisors, Lenox Advisors, and MML Investors Services. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds, supported by both fundamental and technical analysis.