Erik Larsen is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Citigroup Global Markets for 11 years and Citicorp Investment Services for 4 years. Larsen serves as a board member and treasurer of the Rose Bowl Aquatic Center, which offers swim, dive, and water polo lessons to the local community. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with portfolio management delegated to an affiliated sub-advisor. The firm operates within a broader financial services group that includes banking, trust, and consulting entities, offering integrated financial solutions and ongoing reporting to clients.

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.

Kiran Hodgdon is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. They hold a Series 65 license and have recently joined the industry, with prior experience including roles at Capital Group and Cal Poly San Luis Obispo. Gerber Kawasaki serves a wide range of clients including individual households, retirement plans, trusts, and corporations. The firm employs an active management approach with both discretionary and non-discretionary portfolio management, offering services such as wealth management, pension consulting, and tax planning.

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.

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.

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 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.

Amir Jamsheed is affiliated with Legacy Wealth Management, LLC and holds no prior experience in the financial advisory industry. He has been involved with Amir H. Jamsheed, Professional Dental Corporation since 2007. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm uses a combination of in-house model allocations and third-party managers, including alternative investments, and offers customized strategies based on clients’ objectives and risk tolerances.