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. His prior roles include positions at National Planning Corporation and Financial Security Management, Inc. Outside of his advisory work, he serves on the board of Endera Corporation, a company focusing on turnkey electric vehicle solutions. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, providing asset management, financial planning, and consulting services. The firm employs a blend of active and passive investment strategies tailored to client objectives and is notable for its scale, institutional expertise, and use of multiple analytical approaches in portfolio management.

Steven Schwary is a financial advisor at Wedbush Securities Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, and Citigroup Global Markets. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm’s offerings include wealth management, fixed income, commodities, securities lending, capital markets, and portfolio management tailored to client objectives and risk tolerances.

Jack Johnson is a financial advisor with Vanderbilt Advisory Services in La Canada, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Vanderbilt Securities, Wedbush Securities, RBC Capital Markets, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he serves as a baseball umpire at the high school and college levels and holds a board member position with the San Gabriel Valley Umpires Association. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process that integrates fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning services.

Deana Jackson is a financial advisor at Kinetic Investment Management, Inc. with over 18 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at 300 Financial Group and Open Financial Solution. She also provides annuities and life insurance products through 300 Financial Group. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities by offering portfolio management, financial planning, and sub-advisory services. The firm employs a long-term investment approach incorporating multiple analytical methods and may allocate portfolios to higher-risk, potentially illiquid investments when appropriate.

Evelyn Paul is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has been with Wedbush Securities since 2008. Wedbush Securities provides investment advisory and broker‑dealer services to a range of clients, including individual, high-net-worth, and institutional investors. The firm offers wealth management, fixed income, commodities, securities lending, capital markets, and prime services, with portfolio management tailored to client objectives and risk tolerances.

Robert Friedman is a financial advisor at Wedbush Securities Inc. with 32 years of industry experience. He has worked at Wedbush Morgan Securities since 2009 and previously held positions at First Wall Street Corp. and Crowell, Weedon & Co. Outside of his advisory role, Friedman acts as a Medicare insurance agent with UnitedHealthcare. 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, along with discretionary and non-discretionary portfolio management tailored to client objectives and risk profiles.

Eric Nomura is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at City National Securities, Inc. and UnionBanc Investment Services. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, delivering financial planning, portfolio management, and ongoing reporting. The firm is affiliated with a broad financial services group including an affiliated sub-advisor, RBC Rochdale, which manages investment strategies and portfolio implementation.

Kyle Ray is a financial advisor with American Century Investments Private Client Group, Inc. He holds the CFP® designation and has 24 years of industry experience. His prior roles include positions at American Century Investment Services, Steel Peak Wealth Management, Mutual Securities, Argosy Wealth Management, Mercer Global Advisors, Lighthouse Financial Services, and JPMorgan Securities. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. Their approach utilizes model portfolios managed by in-house teams and focuses on clients meeting a modest relationship threshold, primarily investing in proprietary mutual funds and ETFs.

Harrison Gulla is a financial advisor with Wedbush Securities Inc. based in Pasadena, CA. He holds the Series 66 designation and has three years of industry experience. Prior to joining Wedbush Securities in 2022, Harrison worked in various roles including at Sotheby's International Realty and The Points Guy. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Dreux McNairy is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 62 years of industry experience. He has been with Wedbush Securities since 1988. McNairy also serves as Senior Vice President of The McNairy Group, a DBA for Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with both discretionary and non-discretionary portfolio management.

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 with Wedbush Securities Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes roles at Citigroup Global Markets, Citicorp Investment Services, and M.L. Stern & Co., LLC. Outside of his advisory work, he owns Biller Asset Management, a DBA under Wedbush Securities, and is a partner in a land investment entity used for camping and hunting. 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 products. The firm combines portfolio management tailored to client goals with research and operational services, including custodial, clearing, and prime brokerage capabilities.

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 Orellana is a financial advisor with RBC Securities, Inc., holding Series 63 and Series 66 licenses and six years of industry experience. She previously worked at City National Securities, Inc., Wells Fargo Clearing Services LLC, and Wells Fargo Bank, N.A. 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 portfolio management and financial planning within a broad financial services group affiliated with a bank parent and related entities.

April Young is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with Wedbush since 2011 and previously worked at Wells Fargo Clearing. April is a partner at Delzio Young Financial Group, a wealth management business affiliated with Wedbush Securities. Wedbush Securities serves individual, high-net-worth, and institutional clients with a range of services including wealth management, fixed income, and capital markets. The firm offers both advisory and broker-dealer services, with portfolio management tailored to client objectives and risk tolerances.

Eleanor Pascalide is a financial advisor with Wedbush Securities Inc. in Pasadena, CA. She holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 26 years with Wedbush Morgan Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a broad range of services including wealth management, fixed income, commodities, securities lending, and capital markets, serving clients through discretionary and non-discretionary portfolio management as well as institutional research.

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.

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.

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.