Mike Antashyan is a financial advisor at Kovack Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Matheson Tri-Gas Inc. Antashyan also owns Antashyan Wealth Management, a financial services business based in Upland, CA. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, providing portfolio management, financial planning, and advisory services using both proprietary and third-party investment models.

Sam Sy is a financial advisor at Packerland Brokerage Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Foresters Equity Services, Inc. from 2010 to 2018. Outside of his advisory role, he sells health and travel insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through multiple platforms, including Hilltop/Envestnet, and manages over $900 million in client assets.

Lawrence Lo is a financial advisor at Sowell Management with one year of industry experience. He holds a Series 65 designation and has worked at Sowell Management since 2025. Prior to this, he was Vice President of Global Business Development at Rayliant Investment Research, where he worked since 2017 and also serves as President of Rayliant Wealth. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, unified managed account solutions, and the ability to manage held-away accounts.

Salvador Flores Chatfield is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including prior roles at Horace Mann Investors, Inc. and Horace Mann Companies. Outside of his advisory work, he serves as President of the Covina Valley Optimist Club and is a Commissioner on the City of Covina Finance Advisory Commission. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base, including individual and high-net-worth investors, trusts, and charitable organizations, through a nationwide network of independent advisors and firm-managed programs. The firm combines discretionary investment management by an internal research team with non-discretionary advisory services and emphasizes institutional relationships and fiduciary responsibilities.

Kenneth Yuen is a financial advisor with StoneX Advisors Inc. in Industry, CA, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked with StoneX Securities and StoneX Advisors since 2019 and has a background that includes insurance sales dating back over two decades. Outside of his advisory role, he owns and manages Shine Vista LLC, which is involved in buying, selling, and managing rental properties. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and related consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes proprietary and third-party investment models and platforms to implement strategies tailored to client needs.

Larry Olea is a financial advisor with RBC Securities, Inc. in Whittier, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with City National Securities, Inc. and City National Bank since 2004. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, and retirement plans through a wrap-fee investment advisory program. The firm offers financial planning and portfolio management, leveraging an affiliated sub-advisor for asset allocation and investment implementation within an integrated financial services group.

Robert Oda is a financial advisor with Global View Capital Management LLC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including a long tenure at Kaiser Permanente and roles in clinical laboratory science alongside his advisory work. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm’s investment approach centers on technical and quantitative analysis applied to ETFs and mutual funds, utilizing proprietary research from its wholly owned affiliate, AdvisorGuide, LLC.

Raafat Iskander is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Calton in 2015, he worked at J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. Outside of advising, he owns and operates a tax filing business, Alexander Wealth Management, LLC. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management and financial planning, offering both direct management through proprietary programs and third-party money manager recommendations.

Leah Pattison is a CFP® professional with six years of industry experience, currently serving as an advisor at The AmeriFlex Group. She has previously worked with firms including Cambridge Investment Research, Inc., OSAIC, and Woodbury Financial Services, Inc. Pattison is also involved as an agent with Summit Financial & Insurance Services. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Mario Uyboco is a financial advisor at Simplicity Wealth with 28 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including LifePro Asset Management and VOYA Financial Advisors. In addition to his advisory roles, he serves as an adjunct professor at Cal Poly University, teaching supply chain management and internet web application development. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios that are monitored and rebalanced regularly, alongside technology and operational services for advisers.

Tony Yu is a CFP® and ChFC® professional with 26 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. since 2015. He has held leadership roles including President of DSG Insurance Services, overseeing property, casualty, and various insurance products. Yu is also involved in nonprofit organizations such as the Asian Pacific CPA Association and the Taiwanese American Lawyers Association, serving in board positions. M HOLDINGS SECURITIES, Inc. serves individual and institutional clients nationwide through a broad offering of advisory and brokerage services, including investment management, retirement plan consulting, and insurance advisory. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a range of managed account programs and sub-advisory relationships.

Patrick Egan is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Western International Securities, Inc., Coordinated Wealth Management, LLC, and operating as a licensed tax preparer for 25 years. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent representatives. The firm focuses on customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and employs third-party managers and wrap programs for certain clients.

Mitchell Chatfield is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Horace Mann Companies and Lincoln Investment. Outside of his advisory work, he serves as president of the Covina-South Hills Kiwanis Club, a nonprofit focused on local scholarships and community service. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and its in-house investment management team.

Michael Roney is a CFP® with 13 years of industry experience, currently serving at Merit Financial Advisors since 2024. He previously worked at Stanislawski & Harrison Wealth Management and Abridge Partners LLC from 2007 to 2024. Outside of his advisory role, he and his wife own and manage rental properties on a limited, passive basis. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach with centrally managed portfolios and supports both discretionary and non-discretionary accounts through a network of investment adviser representatives.

Hal Burns is a financial advisor with LPL Financial based in Ontario, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Avantax Advisory Services and related firms from 2015 to 2021 and currently operates Burns Tax & Wealth Management and Hal Burns & Associates, providing tax preparation and accounting services. Burns also provides investment advisory services through Verus Capital Partners, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a wide range of clients, including individuals, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining advisory capabilities with non-advisory products such as insurance and lending services.

Caleb Tsang is a financial advisor at Verus Capital Partners, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including LPL Financial and Avantax. Outside of his advisory role, he is involved in tax preparation and accounting services through Vinepoint Consulting. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates. The firm employs both fundamental and technical analysis to customize portfolios and uses tactical adjustments and selective hedging tailored to clients’ time horizons, risk tolerance, and tax considerations.

Kenneth Donckels is an advisor at BFC PLANNING, Inc. with credentials including Series 63 and Series 65 licenses. He has multiple years of varied work experience across financial services and related industries, including roles at Berthel, Fisher & Company Financial Services, Inc., Herbert Financial, and Grant Thornton. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets and over 11,000 client relationships through a network of independent advisers offering flexible fee structures and multiple program options.

Steven Murphy is a CFP® with four years of industry experience, currently advising at Root Financial Partners. His prior roles include positions at USA Financial Securities and Sterling Wealth Partners. He has also worked in community and educational settings in Whittier, CA. Root Financial Partners provides investment management and financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm emphasizes diversified, passive investment strategies tailored to client objectives and also offers educational programs and paid online academies for financial education.

Carl Grande is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and eight years of industry experience. He has worked at CG Financial, Allstate Insurance, National Life Group, and Farmers Insurance. He is also the CEO of CG Financial, an insurance and financial services firm based in Covina, CA. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach combines manager selection and monitoring with tactical and strategic allocation, supplemented by fundamental analysis of individual securities.

Sean Montgomery is a CFP® with 25 years of industry experience. He is currently an advisor at Merit Financial Advisors and previously worked at Commonwealth Financial Network and Cetera Wealth Services. Montgomery serves as a board member of the Cliffs Resort Vacation Owners Association. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation using centrally managed portfolio models overseen by an internal investment team and committee.