Leyton Bohren is a financial advisor at Lifeworks Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Lifeworks Advisors in 2025, he worked at Green Dot Bank and has a background that includes five years at Azusa Pacific University. Outside of his advisory role, he also works as a staff accountant at Green Dot Bank. 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 factor-based and smart-beta equity strategies.

Robert Skillestad is a financial advisor with Wedbush Securities Inc. in Billings, Montana. He holds Series 63 and Series 65 licenses and has 38 years of industry experience, including 17 years with Wedbush Securities. Outside of his advisory role, Skillestad is involved in several non-investment business activities, including membership in livestock and genetics companies and work related to cattle sales and promotion. Wedbush Securities serves a diverse client base, including individual and high-net-worth investors, foundations, and institutional clients, offering a range of brokerage and SEC-registered investment advisory services. The firm provides managed account solutions, clearing and custodial services, and operates businesses in fixed income, commodities, and capital markets.

Chun Yong Liu is a financial advisor at Kovack Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, LLC for four years and Radio Free Asia for eighteen years. Outside of his advisory role, he is involved in fixed insurance sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a wide range of clients including individuals, corporations, and pension plans. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Charlie Deaver is a financial advisor at Sovran Advisors, LLC with one year of industry experience. He is also the owner and principal of Greyhawk Brokers LLC, a property and casualty and group benefit insurance firm. Prior to Sovran Advisors, he worked at Cornerstone Preferred Insurance for eight years. 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 tailored portfolio management and financial planning solutions using a combination of advisor-managed and model portfolios.

Lawrence Stone is a financial advisor with Mutual Advisors, LLC, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Mutual Advisors and Mutual Securities since 2017 and previously spent 18 years at National Planning Corporation. Outside of his advisory role, Stone serves as a board member and investor for Endera Corporation, a company focused on turnkey electric vehicle solutions and software. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, including high-net-worth clients, institutional investors, trusts, and retirement plans, offering a range of services such as asset management, financial consulting, and ERISA plan advisory. Its investment approach combines passive and active strategies tailored to client objectives, with portfolios typically reviewed quarterly.

Steven Schwary is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses with 33 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc and Wells Fargo Advisors. Wedbush Securities serves a diverse client base including individual investors, high-net-worth clients, foundations, and institutions, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm provides both discretionary and non-discretionary managed accounts alongside commission-based brokerage arrangements.

Jack Johnson is a financial advisor at Vanderbilt Advisory Services with 37 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wedbush Securities Inc. for eight years. Outside of his advisory role, he serves as a baseball umpire at the high school and college levels and is a board member at large for the San Gabriel Valley Umpire organization. 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 financial planning services, with an investment process that integrates strategic asset allocation and multiple analysis methods.

Evelyn Paul is a financial advisor at Wedbush Securities Inc. with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wedbush Securities since 2008. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

Robert Friedman is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, with 32 years of industry experience. He holds the Series 63 designation and has been with Wedbush Morgan Securities since 2009. Outside of his advisory role, he works as a Medicare insurance agent with UnitedHealthcare. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering a wide range of brokerage and investment advisory services. The firm combines broker-dealer and capital markets operations with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

Harrison Gulla is a financial advisor with Wedbush Securities Inc. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Sotheby's International Realty, The Points Guy, and Marymount Manhattan College. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm operates multiple managed account and wrap fee programs alongside commission-based brokerage arrangements.

Dreux Mcnairy is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses with 62 years of industry experience. He has been with Wedbush Securities since 1988, totaling 38 years at the firm. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account structures. The firm combines broker-dealer functions with capital markets, clearing, custody, and prime services, supporting a range of managed account and commission-based brokerage programs.

Jason Campbell is a financial advisor at Geneos Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for J.P. Morgan Securities and JPMorgan Chase Bank for ten years. Outside of his advisory role, he is the owner of Florentia Viridis, a holding company, and acts as an independent representative for fixed insurance sales with various carriers. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic strategies and discretionary trading authority, with customizable portfolios and access to third-party money managers.

James Biller is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, with 24 years of industry experience. He has been with Wedbush Securities since 2010 and holds Series 63 and Series 65 designations. Outside of his advisory role, he owns Biller Asset Management, an affiliated entity operating as a DBA for Wedbush Securities. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services. The firm combines broker-dealer, capital markets, and clearing functions, with a range of managed account solutions and other services across wealth management, fixed income, commodities, and securities lending.

Abu Gofran is a financial advisor with Capital Analysts in San Dimas, CA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent six years at Legend Equities Corporation. In addition to his advisory role, he operates a health insurance brokerage focused on group health plans for small businesses. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary fund screening, as well as access to third-party managers and ERISA retirement plan advisory services.

April Young is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and with 18 years of industry experience. She has been with Wedbush Securities since 2011. April is also a partner in DELZIO YOUNG FINANCIAL GROUP, a wealth management business affiliated with Wedbush Securities. Wedbush Securities serves a wide range of clients, including individual and high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services across various asset classes and account types. The firm combines broker-dealer, capital markets, custody, clearing, and prime services, including commodities and derivatives, supported by multiple managed account and wrap fee programs.

Eleanor Pascalide is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Wedbush Morgan Securities since 2000. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and platforms. The firm combines broker-dealer and capital markets functions with clearing, custodial, and prime services, managing approximately $5.68 billion in regulatory assets.

Arin Hovanesian is a financial advisor with Merit Financial Advisors in Pasadena, CA, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Commonwealth Financial Network, Bank of America, Merrill, and J.P. Morgan. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth management services and employs a long-term, diversified investment approach using centrally managed sleeves and model allocations overseen by an internal investment team.

Thomas Pohlen is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Wealth Management and has previously worked at Retirement Plan Consultants, Index Fund Advisors, and Laurel Wealth Advisors. Outside of finance, Pohlen serves as Regional Director for Retirement Plan Consultants and is a co-owner of Absolute Commercial Cleaning. Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, corporations, and government entities. The firm emphasizes passive investment strategies using no-load mutual funds and ETFs, with a philosophy based on Modern Portfolio Theory and a long-term, buy-and-hold approach.

Scott Miller is a CFP® with nine years of industry experience, currently with Merit Financial Advisors in Pasadena, CA. His prior experience includes roles at Commonwealth Financial Network, The Bridgeway Group, and RNC Genter Capital Management. Miller is also the owner of Miller Financial Group, a private entity involved in securities, advisory, and insurance business. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios using centrally managed sleeves and model allocations, offering comprehensive wealth-management services including financial planning, retirement plan advice, and employee financial-wellness programs.

Anthony Lee is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Wedbush Securities since 2010. Wedbush Securities serves a diverse client base, including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.