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.

Kathleen Chou is a financial advisor at Lifeworks Advisors, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Bright Advisers, LLC since 2010, currently serving as Operations Director. She is also a licensed insurance agent, dedicating a small portion of her time to insurance sales and implementation. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche approach combined with traditional risk models to manage portfolios using factor-based strategies, ETFs, and third-party managers.

Desiree Lasiewski is a CFP® with eight years of industry experience, currently serving as a financial advisor at Kovack Advisors, Inc. She previously worked at OSAIC for eight years and held a role at the City of Hope/Beckman Research Institute for 19 years. Lasiewski owns a sole proprietorship licensed to sell fixed annuities and life insurance. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and municipal clients, offering portfolio management, financial planning, and access to sub-advisory and Independent Advisor programs.

Kevin Luu is a financial advisor at Lifeworks Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lifeworks Advisors and its predecessor Bright Advisers since 2017, as well as at Pih Investments, LLC. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses, offering discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with a traditional risk-based model and employs factor-based and smart-beta equity strategies, ETFs, options, and third-party managers, along with integrated tax and accounting capabilities through affiliated entities.

Vince Festejo is a CFP® professional with two years of industry experience, currently with CreativeOne Securities, LLC. He has worked in financial services since 2018, including a role at IWM Financial focused on client relations and advisor support. Prior to his financial career, he spent five years in full-time education. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Raafat Iskander is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Calton & Associates since 2015. Outside of his advisory role, he owns Alexander Wealth Management, LLC, which provides tax filing services. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm’s investment recommendations are tailored to client goals and risk tolerance, utilizing multiple program structures and a range of analytic approaches.

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 previously worked at LifePro Asset Management and VOYA Financial Advisors. In addition to his advisory work, he serves as an adjunct professor at Cal Poly University, teaching supply chain management and internet web application development. Simplicity Wealth serves a broad range of clients including individual and high-net-worth investors, retirement plans, corporations, institutions, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational solutions for other advisers.

Tony Yu is a financial advisor with M Holdings Securities, Inc., holding CFP® and ChFC® designations and bringing 26 years of industry experience. He has been with M Holdings Securities since 2015 and concurrently serves as president of DSG Insurance Services, where he is involved in property and casualty insurance brokerage. Yu is also active in professional organizations, including serving as president of the Asian Pacific CPA Association and holding board roles in related nonprofit associations. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients nationwide. The firm offers a range of advisory services, including discretionary and non-discretionary investment management, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and third-party managers.

Jody Pierce is a financial advisor at Vanderbilt Advisory Services with eight years of industry experience. He holds a Series 66 designation and has worked previously at Avantax Advisory Services and Cetera, among other firms. Outside of his advisory role, Pierce operates GFS, Inc., providing tax preparation and accounting services as an IRS Enrolled Agent. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Jaye Ferguson is a financial advisor with Sovran Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. Prior to joining Sovran Advisors, Ferguson worked at Charles Schwab & Co., Inc. and First Allied Securities, Inc., among other firms. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, providing financial planning and portfolio management through various program types. The firm employs both active and passive investment strategies and offers access to multiple custodial platforms and third-party managers.

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., Global Assets Advisory, LLC, and Coordinated Wealth Management, LLC. He also practiced as a licensed tax preparer for 25 years. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management using a range of investment vehicles and may engage third-party managers or wrap programs to suit client needs.

Mitchell Chatfield is a financial advisor at Capital Analysts with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Investment and Horace Mann Companies. Outside of his advisory work, Chatfield serves as president of the Covina-South Hills Kiwanis Club, a nonprofit focused on community service and scholarships. Capital Analysts serves a diverse clientele ranging from individual investors to institutional entities, providing discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team. The firm offers various investment programs and emphasizes fiduciary responsibility, automated rebalancing, and customized portfolio solutions.

Michael Roney is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2024. He previously worked at Stanislawski & Harrison Wealth Management and Abridge Partners LLC from 2007 to 2024. Merit Financial Advisors is a multi-team registered investment adviser with more than 260 advisors serving over 20,000 clients. The firm offers coordinated wealth-management services and follows an investment approach focused on long-term, diversified portfolios using centrally managed models overseen by an internal Investment Management team and committee.

Lawrence Edwards Jr. is a financial advisor at Global View Capital Management LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Experior Financial Group and Transamerica Financial Advisors. Outside of finance, he has been the owner-operator and barber of Body and Soul Hair Salon since 1997. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, model-based investment approach using algorithmic research and technical signals to manage portfolios aligned with client risk profiles and objectives.

Micheal Ono is a financial advisor with NWF Advisory Services Inc in La Mirada, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at LPL Financial, LLC from 2006 to 2023 and currently serves on the board of South Hills Country Club, a tax-exempt nonprofit social and recreational organization. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of services including retirement plan consulting and trust and estate services. The firm employs an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios with asset allocation tools, emphasizing strategic long-term investing alongside tactical strategies.

Georgette Young is a CFP®-designated financial advisor with 12 years of industry experience, currently with Inspire Advisors, LLC. Her prior experience includes roles at Fidelity, Westmount Asset Management, and Bank of America/Merrill Lynch. In addition to her advisory work, she is a licensed insurance agent focused on life, health, disability, long-term care, and annuities. Inspire Advisors, LLC serves primarily individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm employs a Biblically Responsible Investing approach, using a proprietary Inspire Impact Score™ and combines multiple analytical methods in portfolio construction, while offering discretionary and non-discretionary management alongside financial planning and consulting services.

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.

Zelalem Girma is a financial advisor at Realta Investment Advisors, Inc with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, LPL Financial, and NewEdge Advisors LLC. Outside of finance, he operates a bakery-related business during non-trading hours. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm employs a tailored investment approach using asset allocation across various asset classes and offers services including portfolio management, retirement-plan consulting, and estate planning.

Robert Osgood is a Series 66 credentialed financial advisor with seven years of industry experience. He is currently with Thrivent Advisor Network, LLC and has previously worked at Purshe Kaplan Sterling Investments, Inc. and Thrivent Financial. Outside of his advisory role, he serves as Treasurer and Secretary of IEFC, LLC, overseeing the entity’s finances and strategic direction. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach, offering customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by third-party custodians such as Fidelity and Schwab.