Thomas Meaglia is a ChFC® credentialed financial advisor with 41 years of industry experience. He has been with Fusion Investment Advisors, operating as Coppell Advisory Solutions LLC, since 2013. Outside of advisory services, he dedicates a portion of his time to fixed insurance and annuities. Fusion Investment Advisors serves individuals, pensions, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a tailored investment approach using both fundamental and technical analysis within an open-architecture platform.

Nobue Weber is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. Prior to joining Wedbush Securities, Weber worked at U.S. Bank, U.S. Bancorp Investments, Inc., Unionbanc Investment Services, and Union Bank. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of services including wealth management, fixed income, commodities, securities lending, and capital markets. The firm acts as both an adviser and broker-dealer, supporting discretionary and non-discretionary portfolio management with operational capabilities in clearing, custodial, and prime services.

Bradley Shammas is a CFP® professional with 11 years of industry experience. He has worked at CreativeOne Securities, LLC since 2016 and is also affiliated with IWM Financial, Inc. Outside of his advisory role, he serves as president-elect of the Financial Planning Association of Orange County and is involved with the Association of Financial Consultants, promoting financial literacy through free education workshops. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management, offering a range of services including discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs.

Evelyn Fernandez is a financial advisor at Prosperity - An EisnerAmper Company with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including Avantax Investment Services, Cetera, and KROST Wealth Management. Outside of her advisory role, Evelyn serves as a CPA and Tax Principal in EisnerAmper’s tax practice. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach with approximately 63 advisors managing around $5 billion in assets, emphasizing asset allocation and diversification through both discretionary and non-discretionary management.

Marcus Gunawan is a CFP® with 24 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 2018. He previously worked at Foresters Equity Services, Inc. from 2016 to 2018. Outside of his advisory role, Gunawan is vice president of First Street Advisors, where he is involved in insurance services and employee benefits consulting. Packerland Brokerage Services, Inc. supports individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm provides a range of financial planning and portfolio management services, leveraging both direct management and third-party money managers through an extensive advisor network.

Barry Simon is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and over 42 years of industry experience. He has been with Wedbush Securities since 2001 and has pursued acting since 1989. Wedbush Securities serves individual, high-net-worth, and institutional clients, offering a range of services including portfolio management, wealth management, fixed income, commodities, and institutional research through its dual role as both an investment adviser and broker-dealer.

Paul Delzio is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for five years before joining Wedbush in 2018. Delzio serves as a board member for the Redwood Shores Owners Association, participating in community matters such as neighborhood notifications and architectural reviews. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, and securities lending among other services. The firm manages discretionary and non-discretionary portfolios tailored to client objectives and risk tolerances, and supports a range of institutional research and prime services.

Christopher Gelfuso is a financial advisor at Virtue Capital Management, LLC with two years of industry experience. He holds a Series 65 designation and has a background that includes roles at Avantax Advisory Services and Bridge Partners. Outside of advisory work, he is CEO of Gelfuso Enterprises, Inc., which provides tax planning, bookkeeping, and payroll services, and is involved in several small business ventures including trailer rentals and a home improvement supply company. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm uses a multi-team model and combines tactical, strategic, and dynamic investment approaches, offering portfolio management, financial planning, and sub-advisory services with a focus on customized client solutions.

Michael Ohlson is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Wedbush Morgan Securities Inc. since 1994. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services with tailored portfolio management strategies.

Harold Pearson is a financial advisor with Wedbush Securities Inc. based in Pasadena, CA, holding a Series 63 designation and 41 years of industry experience. He has worked at Wedbush Morgan Securities since 2008 and previously at M.L. Stern & Co., LLC from 2004 to 2008. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm also delivers discretionary and non-discretionary portfolio management and institutional research, supported by custodial, clearing, and prime services.

Robert Birgen is a CFP® and PFS™ with 39 years of experience in financial advising. He currently works at Merit Financial Advisors and previously held roles at LPL Financial, Stanislawski & Harrison Wealth Management, Abridge Partners, and operated Birgen Asset Management. Outside of his financial career, he owns and produces a Christian Catholic podcast called BobtheLector. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services, including asset management, financial planning, and retirement plan advice, using a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio models.

Paul Sirois is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Pasadena, CA, holding a Series 63 designation and over 30 years of industry experience. His career includes roles at LaSalle St Securities LLC, Securities America Advisors, Inc., Foothill Securities, Inc., and New England Securities. In addition to his advisory work, he operates an insurance sales business offering life, disability, long-term care, and group health insurance products. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a range of investment vehicles and third-party managers, with a notable predominance of non-discretionary assets under management.

Shiow Yun Wu is a financial advisor at Packerland Brokerage Services, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including CETERA Advisor Networks LLC, Voya Financial Advisors, Inc., and Royal Alliance Associates, INC. Outside of her advisory role, Wu is also engaged in insurance sales as an independent contractor. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through various firm-managed and third-party platforms. The firm offers both discretionary and non-discretionary account management with routine client reviews and employs a mix of separately managed accounts, model portfolios, and automated rebalancing tools.

Alex Froloff is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses with 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Principal Securities Inc. Outside of his advisory work, he occasionally does Uber Eats deliveries with his 12-year-old son. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers wealth management, fixed income, commodities, and capital markets services, with portfolio management tailored to client objectives and risk tolerances.

James Hu is a CFP® professional with 23 years of industry experience. He is currently with Mutual Advisors, LLC and has prior experience at CreativeOne Wealth, Polaris Financial, Partnervest Advisory Services, and Equitable Advisors. He is also an independent insurance agent servicing life, annuity, and long-term care insurance policies through Polaris Financial. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm provides both discretionary and non-discretionary advisory services, employing a mix of active and passive strategies tailored to client objectives, and manages approximately $9.45 billion across 154 advisors.

Brian Raat is a CFP® professional with 30 years of industry experience. He has been with Wedbush Morgan Securities since 2009 and previously worked at UBS Financial Services from 1997 to 2009. He is based in Pasadena, CA. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions alongside discretionary and non-discretionary portfolio management.

Andrew Filipek is a financial advisor at Wedbush Securities Inc. with 32 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Wedbush Securities since 2008, also serving as Deputy Chairman of Wedbush Europe Sp Zoo since 2010, overseeing operations in Poland and Central & Eastern Europe. Wedbush Securities offers investment advisory and broker-dealer services to a range of clients, including individuals, high-net-worth clients, and institutions. The firm’s offerings include wealth management, fixed income, commodities, securities lending, capital markets, and research services, with capabilities in both discretionary and non-discretionary portfolio management.

Mark Wiacek is a financial advisor at CL Wealth Management LLC with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at CL Wealth Management since 2017. He is also a partner and investment manager at San Marino Investment Services, where he handles various aspects of the firm including compliance, marketing, sales, and office management. CL Wealth Management provides portfolio advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and corporations. The firm offers both discretionary and non-discretionary portfolio management and tailors investment strategies based on client objectives and risk tolerance.

Mike Antashyan is a financial advisor with Kovack Advisors, Inc., holding a Series 66 license and bringing seven years of industry experience. Prior to joining Kovack Advisors and Kovack Securities in 2024, he worked at Edward Jones from 2019 to 2024 and has a background in the industrial gases sector with Matheson Tri-Gas Inc. and Linde North American Gases. 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 broad client base including individuals, pension plans, charitable organizations, banks, and municipal entities, employing a risk-based investment approach supported by Envestnet and offering both model-based and advisor-managed portfolio solutions.

Leah Snell is a Series 66 licensed financial advisor with 26 years of industry experience. She has been with Snowden Capital Advisors LLC since 2012, serving as a partner and vice president. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, providing portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and offers customized model portfolios alongside third-party manager selection.