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.

Brandon Averill is a CFP® with 15 years of industry experience, currently serving as an advisor at AWM Capital, LLC. His prior roles include positions at Penniall & Associates, Inc. and ownership of Athlete CEO Consulting, a marketing and business consulting firm. He is also involved in venture capital investing through AWM Ventures LLC and Averill Ventures LLC. AWM Capital is a multi-team registered investment adviser managing approximately $1.15 billion for high- and ultra-high-net-worth individuals and families. The firm emphasizes liability-driven investing and asset allocation, offering financial planning, retirement advice, business consulting, and asset management through a range of investment vehicles and affiliated private funds.

Abu Gofran is a financial advisor at Capital Analysts with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Investment and Legend Equities Corporation. In addition to his advisory role, he works as a health insurance broker, setting up group health insurance for small businesses through California Choice. Capital Analysts serves a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors. The firm employs a proprietary mutual-fund screening process and provides both discretionary and non-discretionary investment management services.

Margarita Perez is a financial advisor with RBC Securities, Inc. in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has previously worked at City National Securities, Inc., City National Securities, Cetera Advisor Networks LLC, and Financial Network Investment Corp. Outside of her advisory role, she is an assistant chef at a cooking school. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a bank, offering discretionary portfolio management and financial planning.

Darlyn Corrales is a financial advisor at RBC Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at City National Securities, Inc., Wells Fargo Clearing Services LLC, and Wells Fargo Bank, NA. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that implements diversified asset allocation strategies.

Kenneth Thompson is a financial advisor at RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses with 37 years of industry experience. His prior roles include positions at City National Bank, TD Bank, N.A., Wilmington Trust Investment Advisors, Inc., and M&T Securities, Inc. He retired briefly in 2024 before returning to the industry. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm offers financial planning and portfolio management, with investment management delegated to RBC Rochdale, which implements asset allocation strategies using mutual funds, ETFs, and other securities.

Thomas Pohlen is a Series 65-licensed advisor with Wealth Management, bringing seven years of industry experience. He has worked at Retirement Plan Consultants since 2019 and previously held roles at Index Fund Advisors and Laurel Wealth Advisors. Outside of financial services, Pohlen is a regional director for a retirement plan back-office operations firm and is a passive co-owner of a commercial cleaning business. Wealth Management serves individuals, high-net-worth clients, and institutional clients such as defined contribution plan sponsors and other advisers. The firm uses broadly diversified, passively managed portfolios primarily consisting of no-load mutual funds and ETFs, following modern portfolio theory with a long-term, buy-and-hold strategy.

Gregg Koutouvidis is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at RBC Capital Markets, LLC and City National Bank. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates portfolio management and financial planning with affiliated sub-advisory oversight and offers custodial and cash-management features within a broad financial services group structure.

Rudy Sanchez is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding a Series 66 designation and having two years of industry experience. His prior roles include positions at City National Securities, Inc. and CITY NATIONAL BANK. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates a broad range of financial services, including affiliated portfolio management by RBC Rochdale, delivering financial planning, portfolio management, and ongoing reporting.

Chaundra Straker is a Series 66 licensed financial advisor with 15 years of industry experience, currently with Principal Advised Services. Her prior experience includes roles at Cetera Advisor Networks and National Planning Corporation. Outside of finance, she works as a beertender and server at Firestone Walker Brewing Company. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models to deliver both non-discretionary recommendations and a discretionary wrap-fee investment management program.

Jonathan Whitmore is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with The AmeriFlex Group and has worked at Cambridge Investment Research, OSAIC, SagePoint Financial, and Perfected Wealth Management. Prior to his financial services career, he was involved with Athletes in Action and Campus Crusade for Christ. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of advisory affiliates and utilizes multiple program platforms and custodial arrangements to deliver tailored investment strategies.

Robert Mitchell is a financial advisor at ON Investment Management CO with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior roles include positions at The O. N. Equity Sales Company, Ohio National Financial Services, and VOYA Financial Advisors. Mitchell is also president of Mitchell Financial Solutions, where he is involved in insurance sales and agent training. ON Investment Management CO is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers a combination of discretionary and non-discretionary investment solutions, often integrating third-party investment programs.

Crystal Durazo is a financial advisor with MissionSquare Retirement in Los Angeles, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with ICMA-RC since 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes investment advice and model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Nate Elisha is a CFP® with 10 years of industry experience, currently serving at RBC Securities, Inc. He has previously worked at City National Securities, JPMorgan Chase Bank, J.P. Morgan Securities, City National Bank, and Valic Financial Advisors. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning and portfolio management, with investment strategies implemented by its affiliated sub-advisor, RBC Rochdale, and is integrated within a broader financial services group affiliated with a bank parent and related entities.

Kwang No is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Everett Harris & Co. He has been with the firm since 2008. Everett Harris & Co. provides discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a buy-and-hold strategy, managing a diverse portfolio across equities, fixed income, commodities, and options, supported by both internal and independent research.

Yannshyr Puu is a financial advisor at Packerland Brokerage Services, Inc. with 35 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at Packerland since 2021, previously spending eight years at J K Financial. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management with access to firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Justin Dyer is a CFP®, CFA®, and Series 66 registered financial advisor with 15 years of industry experience. He is currently with AWM Capital, LLC and also owns AWM Ventures LLC, which focuses on venture capital investing. His prior work includes roles at Bridge Advisory LLC, PHC Inc., and LPL Financial, among others. AWM Capital, LLC serves high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management and comprehensive financial planning. The firm employs an open-architecture platform and a liability-driven investing framework to build customized portfolios, and its affiliate AWM Ventures sponsors private funds in private equity, venture capital, and real estate.

Scott Nishimura is a financial advisor with Continuum Advisory, LLC, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include positions at Osaic Wealth, Inc., Triad Advisors, and Transamerica Financial Advisors, Inc. Outside of his advisory work, he serves as a co-trustee for his elderly aunt’s family trust, managing her day-to-day financial needs. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans through independent advisors. The firm offers tailored financial planning and portfolio management, utilizing a variety of investment vehicles and institutional services, including retirement plan consulting and integrated tax and legal expertise.

Michael Comorre is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at City National Securities, Inc. and City National Bank since 2004. Outside of finance, he owns Comorre Nose Corp, a wine-selling business. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a bank parent, offering comprehensive financial planning and portfolio management.

Sara Ritter is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at City National Securities, Inc. since 2019 and previously at City National Bank from 2011 to 2019. Outside of her advisory role, Ritter owns and manages a residential rental property. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm uses a discretionary, asset-based fee model with portfolios managed by affiliated sub-advisor RBC Rochdale and is integrated within a broad financial services group including banking, trust, and pension consulting entities.