Maxwell Pray is a CFA® charterholder with 22 years of industry experience. He has been with Clifford Swan Investment Counselors in Pasadena, CA since 2007. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, private corporate pension and profit-sharing plans, and business owners. The firm manages approximately $4.48 billion in assets using a research-driven approach focused on long-term, diversified portfolios across equities, fixed income, and selected private investments.

Paul Tokar is an advisor at Golden State Wealth Management, LLC with one year of industry experience. He has worked at Golden State Trial Attorneys since 2024 and has nine years of experience at Beitchman & Zekian PC, as well as running his own law office since 2015. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management and utilizes a variety of analytic approaches and third-party managers to construct tailored portfolios.

Krikor Demirjian is a financial advisor at Vanderbilt Advisory Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vanderbilt Financial Group, Western International Securities, Inc., Financial West Group, and LPL Financial. Outside of advisory work, he serves as a caretaker for his elderly mother and is involved in insurance sales, including accident, health, life, variable, and fixed insurance products. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and access to third-party sub-advisors and digital platforms, with an investment approach that combines strategic asset allocation and multiple analytical methods tailored to client objectives.

Frederick Feliciano is a financial advisor at Secure Asset Management, L.L.C. with 32 years of industry experience. He holds a Series 63 designation and has previously worked at Western International Securities, Inc. and Financial West Group. He is also a California Notary Public, providing notary services related to estate planning. Secure Asset Management, LLC offers personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis across a range of investment vehicles and emphasizes client-specific investment policies without maintaining traditional corporate client relationships.

Brian Altounian is a financial advisor at Vanderbilt Advisory Services with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked at Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2026, following a year at Miramontes Capital, LLC and over a decade of self-employment. Outside of his advisory role, he is the owner and founder of Harbor Light Financial Strategies, LLC, which focuses on insurance and annuity sales as well as financial education. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, using a strategic asset allocation process supported by fundamental, technical, and charting analysis, with an integrated adviser, broker, and plan-administration structure.

Jordan Dillon is a financial advisor with Wedbush Securities Inc. based in Woodland Hills, CA. He holds a Series 66 designation and has been with Wedbush Securities since 2023. His prior experience includes roles outside the financial industry, such as panelist for LPCC Movement and work with CNN. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutions, offering a range of portfolio management and research services.

Imagbe Odigie is a financial advisor at Wealthcare Advisory Partners LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Quoin Advisors LLC, Quoin Capital LLC, Cedros Capital LLC, and Inspired eLearning LLC. Outside of his advisory roles, he is involved with Meet Me In The Cloud INC, an ongoing business activity since 2018. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates proprietary Wealthcare software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to guide portfolio management.

Bradley Glasman is a financial advisor with Hilltop Securities Inc. holding a Series 63 designation and 42 years of industry experience. He has been with Hilltop Securities for over two decades, including his current tenure since 2022 in Sherman Oaks, CA. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions. The firm combines custody, banking, and market-making capabilities with an open-architecture platform that includes both third-party and firm-sponsored investment strategies.

George Hasbun is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He has been with Clifford Swan Investment Counselors since 2017 and previously worked at Round Hill Asset Management for sixteen years. Outside of his advisory role, he co-owns and serves as Director of Finance for Stepping Stones to Learning, a tutoring services business. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to high-net-worth individuals, charitable institutions, foundations, pension plans, and business owners. The firm employs proprietary fundamental research and credit-focused fixed-income analysis to construct long-term, diversified portfolios and offers specialized services including private investment access and charitable gift vehicle administration.

Parviz Pourfarid is a financial advisor at IP Financial Advisory Services LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Western International Securities, Inc. for 15 years. His other business activities include acting as an agent in accident and health, life, and variable insurance. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and integrates insurance consulting and risk management alongside traditional investment advisory services.

Peter Boyle is a CFA® charterholder with 27 years of industry experience. He has been with Clifford Swan Investment Counsel in Pasadena, CA, since 2010. Clifford Swan Investment Counsel provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, corporate pension and profit-sharing plans, and business owners. The firm’s investment approach is grounded in proprietary fundamental research and credit-focused fixed-income analysis, offering diversified portfolios with access to private investments and specialized services tailored to client objectives.

Avi Bialo is a financial advisor at Arete Wealth Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and has been with Arete Wealth Advisors and Arete Wealth Management since 2013. Outside of his advisory work, he is a self-employed musician. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of advisor-driven and proprietary rule-based model allocations and uses third-party sub-advisers, regularly monitoring accounts while acting as an ERISA fiduciary when applicable.

Jeffrey Bannon is a financial advisor at Capital Analysts with 17 years of industry experience and holds the Series 66 designation. He has worked with Capital Analysts Incorporated since 2009 and is also affiliated with The Rawls Group and Lincoln Investment. Outside of financial services, he serves as Vice President and CFO of the Sideline Supporters Boosters Club, a nonprofit supporting youth sports. 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 independent advisors and firm-managed programs.

Miguel Hernandez is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with Fusion Capital Management since 2018 and has additional experience in insurance and real estate-related independent sales and marketing roles. Outside of advisory services, he is also a notary public and occasionally works as a DJ. Coppell Advisory Solutions operates through Fusion Investment Advisors, providing discretionary portfolio management and financial planning to individuals, institutions, and charitable organizations. The firm employs an open-architecture platform with both fundamental and technical analysis, utilizing a wide range of investment tools and continuous portfolio monitoring.

Tab Artis is a Series 65-licensed advisor at Integrity Advisory Solutions with five years of industry experience. He has worked previously at LPL Financial and maintains a legal practice specializing in estate planning, probate, and trust administration through The Artis Law Firm, which he oversees as owner. Tab also assists clients with integrating investment strategies and estate planning through his advisory entities. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients via a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing a range of asset allocation strategies and third-party platforms.

Satenik Nshanyan is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked with LPL Financial and Securities America before joining Verus Capital Partners, where she has been an advisor since 2017. Outside of her advisory role, she is involved in a caregiver business and serves as a caretaker in a non-investment capacity. Verus Capital Partners is a fee-based investment advisory firm serving individuals, high-net-worth clients, trusts, pension plans, and estates. The firm combines fundamental and technical analysis to create customized portfolios, employs tactical adjustments and selective hedging, and provides ongoing account monitoring through multiple institutional platforms.

Elliott Hollingsworth is a financial advisor at Clifford Swan Investment Counselors in Pasadena, CA, holding a Series 66 designation with 23 years of industry experience. His prior roles include positions at The Mather Group, LLC, Halbert Hargrove Global Advisors, LLC, and Hollingsworth and Vose. Clifford Swan Investment Counselors serves individuals, charitable institutions, foundations, private corporate pension and profit-sharing plans, and business owners by providing investment supervisory and wealth-planning services. The firm employs proprietary fundamental research for equities and credit-focused fixed-income analysis and offers portfolio management, tax-aware planning, and access to private investments, managing approximately $4.48 billion in client assets.

Michael Karp is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory work, Karp is associated with Shanks Crowfoot Limited Partnership, a sports facility in Calgary, Canada. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers an open-architecture investment platform with a range of managed account programs and distinctive operational features including municipal bond strategies co-advised by Franklin Templeton Group and custody services uncommon among enterprise advisers.

Barbara Frenkel is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and 45 years of industry experience. She has been with Hilltop Securities since 1981. Hilltop Securities serves a diverse client base including individual, high-net-worth, and institutional clients. The firm offers a range of advisory and brokerage services through an open-architecture platform, combining custody, banking, and market-making capabilities alongside both firm-sponsored and third-party investment strategies.

Sandra Cho is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Golden State Wealth Management since 2016 and also maintains a longstanding role with LPL Financial since 2015. Outside of her advisory work, she is involved with the San Fernando Valley Rescue Mission. Golden State Wealth Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and businesses with asset management, portfolio management, financial planning, and retirement consulting. The firm emphasizes discretionary portfolio management and tailors portfolios using various analytic approaches, often incorporating third-party managers and model portfolios.