Lorraine Bishop is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and bringing 25 years of industry experience. She has worked with ChangePath, LLC, Sorrento Pacific Financial, LLC, and Partnervest Advisory Services LLC, and maintains a legal practice as a partner at Bishop and Bishop. In addition to her advisory work, she serves as an adjunct instructor at Glendale Community College, teaching business law and international marketing. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, and option-based strategies to manage client portfolios.

Barry Simon is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation with 42 years of industry experience. He has been with Wedbush Securities since 2001 and has maintained an acting career since 1989. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, combining broker-dealer and capital markets functions with custody, clearing, and prime services in commodities and derivatives.

Tab Artis is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and five years of industry experience. Prior to joining Integrity Advisory Solutions in 2025, he worked at LPL Financial from 2020 to 2025 and has operated The Artis Law Firm, APLC since 2018, where he provides legal services focused on estate planning, probate, and trust administration. In addition to his advisory role, he manages his law firm, integrating legal expertise with financial planning and estate objectives. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and uses a range of asset-allocation strategies alongside third-party platforms to tailor investment solutions.

Paul Delzio is a financial advisor at Wedbush Securities Inc. with 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, contributing to community governance and neighborhood matters. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, providing brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm offers a range of managed account solutions alongside commission-based brokerage and operates clearing, custodial, and prime services with a focus on commodities and derivatives.

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 with Wedbush Morgan Securities Inc. since 1994. 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. The firm combines broker-dealer, capital markets, and prime services functions, with approximately $5.68 billion in regulatory assets under management.

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.

Harold Pearson is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Wedbush Morgan 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 multiple asset classes and account structures. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, including commodities and derivatives activities.

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 at Hilltop Securities Inc. with 45 years of industry experience. She has been with Hilltop Securities since 1981 and holds a Series 63 designation. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed account programs, financial planning, retirement-plan advisory, and annuity-based solutions. The firm operates an open-architecture platform utilizing third-party and firm-sponsored strategies and combines custody, banking, and market-making capabilities.

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.

Paul Sirois is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Pasadena, CA, with 30 years of industry experience. He holds a Series 63 designation and has worked with firms including Securities America Advisors, Inc. and Foothill Securities, Inc. In addition to his advisory role, he operates an insurance sales business offering traditional life, disability, long-term care, and group health insurance. 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 investment management approaches, utilizing a variety of asset types and third-party manager arrangements.

Alex Froloff is a financial advisor at Wedbush Securities Inc. with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America, Merrill, and Principal Securities. Outside of his advisory role, he occasionally participates in Uber Eats deliveries with his son. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and registered investment advisory services across wealth management, fixed income, commodities, and capital markets, and operates multiple managed account programs alongside commission-based brokerage arrangements.

Joy Prefer Cohen is a financial advisor at Blackridge Asset Management, LLC with 37 years of industry experience. She holds a Series 66 credential and has previously worked at ClearBridge Investments LLC and Legg Mason. Outside of her advisory work, Cohen is the owner and designer of a jewelry business and serves on the board of the nonprofit organization Connecting a Caring Community. Blackridge Asset Management provides financial planning, investment management, and consulting services to a range of clients including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a model-based portfolio management approach and offers services through an online platform that integrates multiple affiliated entities and third-party providers.

Brian Raat is a CFP® with 30 years of industry experience and has been with Wedbush Morgan Securities since 2009. He is based in Pasadena, CA, and holds Series 63 and Series 65 licenses. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers both brokerage and SEC-registered investment advisory services with approximately $5.68 billion in regulatory assets under management and operates multiple managed account and wrap fee programs alongside commission-based brokerage arrangements.

Andrew Filipek is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Wedbush Securities since 2008 and serves as Deputy Chairman of Wedbush Europe Sp Zoo, overseeing operations in Poland and Central and Eastern European markets. 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 operates multiple managed account programs alongside commission-based brokerage and provides clearing, custodial, and prime services connected to commodities and derivatives.

Michael Schoffman is a CFP® certificant with 19 years of experience in the financial services industry. He currently works at Arax Advisory Partners and has held prior roles at Kingswood Capital Partners, Schechter Investment Advisors, and MMWKM Advisors. He is involved with Schechter Private Capital, a private equity investment vehicle serving clients. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with a team of more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.

Matthew Munro is a CFP® professional at BakerAvenue with four years of industry experience. He has worked at Baker Avenue Asset Management LP since 2021 and previously spent eight years at Sand Hill Global Advisors. BakerAvenue offers investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, employing a combination of fundamental, quantitative, and technical analysis along with tactical asset allocation across multiple strategies. The firm provides a range of services including portfolio management, financial planning, family office and estate planning, tax preparation, and concentrated stock management.

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.

Seungnam Lee is a financial advisor at Wedbush Securities Inc. with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wedbush Securities since 2015, including a role at Wedbush & Co., LLC since 2024. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, combining capital markets, wealth management, and prime services with approximately $5.68 billion in regulatory assets under management.

Michael Aaron is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Wedbush Securities since 2012. 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 capital markets functions. The firm manages approximately $5.68 billion in regulatory assets and provides both discretionary and non-discretionary managed accounts alongside commission-based brokerage arrangements.