Samuel Boone is a financial advisor at Maia Wealth in Manhattan Beach, CA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to his current role, he worked at Simplicity Wealth and held positions at Intuit and Robinhood Markets. Maia Wealth provides discretionary and non-discretionary investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a mix of fundamental, technical, and cyclical analysis within a long-term investment framework that incorporates tactical adjustments and technology-driven implementation.

Andrew Stewart is a financial professional with 16 years of industry experience, currently serving at NWF Advisory Services Inc. He holds a Series 66 designation and has worked at NWF Advisory Group Investment since 2016 and OSAIC since 2010. In addition to his advisory role, he operates a sole proprietorship advising clients on insurance products and markets himself under the DBA Artisan Capital Partners. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in assets through a network of over 100 representatives. The firm serves primarily individual and high-net-worth clients using a technology-driven, open-architecture platform that offers portfolio management, financial planning, and retirement consulting across various account types.

Michelle Cooper is a financial advisor at Certuity, LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Camden Capital, UBS Financial Services, and Capstone Investment Advisors. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles. The firm offers investment advisory, family office, financial planning, and investment consulting services, emphasizing asset allocation, diversification, and a long-term buy-and-hold strategy that incorporates both fundamental and quantitative analysis.

Alan Gelb is a CFP® and Series 65-registered financial advisor with 22 years of industry experience. He is currently with Mariner Independent and has held prior roles at AdvicePeriod, LLC, Wescap Management Group, Inc., Foster Investment Consulting LLC, and AMI Asset Management Corp. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of over 100 investment adviser representatives using both model and customized discretionary portfolios.

Claudia Lin is a CFP® and Series 65-registered financial advisor at Sovran Advisors, LLC with eight years of industry experience. Prior to joining Sovran Advisors in 2024, she worked at Trilogy Financial and Trilogy Capital for six years. She serves as a board member of the Irwindale Chamber of Commerce and owns a tax entity, Beaujee Wealth Boutique. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning and portfolio management services. The firm employs written investment policies and integrates active and passive strategies across multiple asset types, managing nearly $1.9 billion in assets through its team of over fifty advisors.

Stephanie Perkins is a financial advisor at SEIA with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including Royal Alliance Associates, Jhfn Sii, and SES Inc. Since 2009, she has also served as a Client Service Manager at SEIA LLC. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a combination of strategic and tactical investment approaches, delivering a range of portfolio management and financial planning services, with a notable emphasis on non-discretionary management.

Daniela Aljawad is a financial advisor with NWF Advisory Services Inc. She holds Series 63 and Series 65 licenses and has 14 years of industry experience, including roles at Royal Alliance Associates, Inc. and Voya Financial Advisors. Additionally, she serves as Director of Client Services at Monolithe Wealth Planning Group. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm serves primarily individual and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, utilizing an open-architecture, technology-driven platform.

Stacy Sternportman is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA. She holds a Series 63 designation and has 40 years of industry experience, including 18 years with Hilltop Securities since 2008. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering a range of advisory and broker-dealer services including managed accounts, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities with an open-architecture platform that incorporates third-party managers alongside firm-sponsored strategies.

Douglas Van Deren is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wedbush Morgan Securities since 2006 and was previously with Citigroup Global Markets from 1997 to 2006. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm supports both discretionary and non-discretionary portfolio management and offers custodial, clearing, and prime services.

Evan Rice is a financial advisor with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Gerber Kawasaki, he worked at EP Wealth Advisors and Kidder Matthews, and he graduated from the University of California, Los Angeles. Gerber Kawasaki serves a diverse client base including individual households and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm manages portfolios with tailored strategies and uses techniques such as tax-loss harvesting and active stop-loss management.

Camille Madison is a financial advisor at Valley Wealth Managers, Inc. with five years of industry experience. She holds the Series 66 designation and previously worked at Goldman Sachs and OneMain Financial. Valley Wealth Managers, Inc. is an SEC-registered adviser managing approximately $2.69 billion for individual and institutional clients. The firm’s investment process is client-driven, combining equities, fixed income, and cash, with portfolios typically holding individual securities alongside mutual funds and ETFs as appropriate.

Samuel Miller is a CFP® and CFA® with 17 years of experience in the financial services industry. He currently serves as Executive Vice President of Investment Strategy at SEIA, where he manages the Research Department. Miller has worked at firms including Royal Alliance Associates, United Capital Financial Advisers, and Northwestern Mutual. He is a volunteer member of the Foundation Investment Committee at Vanguard University. SEIA is a 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 such as portfolio management, financial planning, retirement plan consulting, and investment consulting, employing a combination of strategic, tactical, quantitative, and qualitative approaches in its investment process.

Sarah Chhotani is a Series 65-licensed financial advisor at Westmount Partners, LLC with two years of industry experience. Her prior roles include positions at Merrill Lynch and USC Dornsife Office of Administration and Finance. Westmount Partners provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm constructs portfolios primarily with mutual funds and managed strategies, incorporating alternative investments through private and interval funds, and manages a series of multi-manager private funds.

Stephen Wiley is a financial advisor at Northern Trust Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Northern Trust Securities since 2008. 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 various managed account platforms, combining advisory, brokerage, and custody services.

Roy Guia is an advisor with Mariner Independent in Torrance, CA, with experience primarily in accounting and financial services since 2016. His background includes roles at several accounting firms such as Westside CPAs LLP, Armanino, Marcum LLP, and operating his own Roy Guia Accountancy Corporation. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of 119 advisors and a variety of investment platforms.

Anita Heller is a financial advisor with SteelPeak Wealth, LLC in Los Angeles, CA, holding Series 65 and Series 66 licenses. She has one year of industry experience, including roles at JPMorgan Private Bank and One Capital Management, LLC. Anita also has experience working at the University of California, Santa Barbara. SteelPeak Wealth serves a diverse client base ranging from individual investors to family offices and registered investment companies. The firm provides financial planning, discretionary portfolio management, and alternative investment consulting, utilizing proprietary model portfolios and conducting due diligence on private securities for accredited clients.

Lynn Kulzak is a financial advisor at BCG Securities, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at BCG Securities since 2003, with prior experience at Horace Mann Investors, Inc. since 2019. BCG Securities serves institutional retirement plans and individual clients, focusing on portfolio management, financial planning, and pension consulting. The firm emphasizes tailored investment policy statements and non-discretionary advice, using independent third-party managers and multiple investment analysis methods.

Jennifer Malek is a financial advisor with The Wealth Consulting Group who holds Series 63 and Series 65 licenses and has 27 years of industry experience. She has been with The Wealth Consulting Group since 2016 and has worked at LPL Financial since 2006. Outside of her advisory work, she is involved with Riman Skin & Body Products, a Korean skin and body care line. The Wealth Consulting Group provides fee-based wealth management, portfolio management, and financial planning services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party manager programs across multiple custodial platforms.

Luis Gonzalez is a Series 66-licensed financial advisor with 26 years of industry experience. He has been with Snowden Capital Advisors LLC since 2012, serving as a partner and managing director. He also holds leadership roles at related entities Snowden Account Services, Inc. and Snowden Insurance Services LLC. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities, utilizing customized model portfolios and a variety of investment tools while conducting ongoing due diligence and account reviews.

Narek Mnatsakanian is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked at City National Securities since 2016. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm delivers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that implements diversified asset allocation strategies.