Maxwell Pray is a CFA® charterholder with 22 years of industry experience. He has been with Clifford Swan Investment Counselors in Pasadena, CA since 2007. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, private corporate pension and profit-sharing plans, and business owners. The firm manages approximately $4.48 billion in assets using a research-driven approach focused on long-term, diversified portfolios across equities, fixed income, and selected private investments.

Douglas Pryor II is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has previously worked at firms including Stifel, Morgan Stanley, and Citigroup Global Markets. Pryor is associated with The McNairy Group, a name used in a monthly newsletter, and The Parks Pryor Wealth Management Group, a team within Wedbush. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of wealth management solutions, including discretionary portfolio management and institutional research, supported by custodial, clearing, and prime services.

Yueh Hwa Lee is a CFP® professional with 12 years of industry experience, currently serving at Verus Capital Partners, LLC and LPL Financial, LLC since 2021. Prior to joining these firms, Lee held roles at Avantax Insurance Agency, Avantax Investment Services, VinePoint Advisory Group, and 1st Global Advisors, among others. Lee also operates VinePoint Advisory Group, LLC, an investment-related business affiliated with his LPL activities. Verus Capital Partners is a fee-based investment management firm that serves individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation across multiple asset classes, tailoring portfolios to clients’ objectives, risk tolerance, and tax considerations.

Brian Murphy is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Geneos Wealth Management, Inc. and has previously worked at Sagepoint Financial Inc. and operated his own advisory practices. Outside of his advisory role, he is involved in buying and selling vintage and modern watches. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Matthew Parker is a financial advisor at Wedbush Securities Inc. with 13 years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Bank of the West, Bank of America, Merrill, Valic Financial Advisors, and Waddell & Reed. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, securities lending, capital markets, and other financial services. The firm serves a broad range of clients including trusts, pension plans, foundations, and pooled investment vehicles.

Camee Lewis is a financial advisor at Wedbush Securities Inc. with 30 years of industry experience. She holds a Series 63 designation and has worked at Wedbush since 2019. Prior to that, she was with BOK Financial Securities, Inc. from 2014 to 2017. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of wealth management products and services, including discretionary and non-discretionary portfolio management, fixed income, commodities, and securities lending, serving a diverse client base that includes trusts, pension plans, and foundations.

Ryan Kennedy is a financial advisor with Advisory Services Network, holding Series 65 and Series 63 credentials and 12 years of industry experience. Prior to joining Advisory Services Network in 2022, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2016 to 2022. He is also licensed as an insurance agent, selling health insurance, life insurance, and fixed income annuities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers various portfolio management and consulting services, using a range of securities and third-party managers, and supports multiple engagement models including discretionary and non-discretionary management.

Matthew Wollmann is a financial advisor with Wedbush Securities Inc. based in Pasadena, CA. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Southwest Securities, Inc. 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 manages various portfolio management programs and conducts due diligence on third-party managers while also providing research and prime brokerage services.

Todd Brooks is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation with 22 years of industry experience. He has worked at Wedbush Securities since 2007 and was previously with Brookstreet Securities Corporation from 2005 to 2007. 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, and capital markets. The firm acts as both an adviser and broker-dealer and supports tailored portfolio management strategies alongside custodial, clearing, and prime services.

Dustin Zahn is a financial advisor at Wedbush Securities Inc. with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including E*TRADE Capital Management and Massachusetts Mutual Life Insurance Company. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, and capital markets solutions among other services. The firm manages discretionary and non-discretionary portfolios and supports a range of client types including trusts, pension plans, and foundations.

Rick Martinez is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. He has previously worked at Great Point Advisors, Retirement Wealth Management, Great Point Capital, and Center Street Securities. In addition to his advisory roles, Martinez holds an emergency 30-day teaching credential and is involved with the Alvord Unified School District. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm provides a wide range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, with investment strategies customized at the individual advisor representative level.

Kam Ho is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Royal Alliance since 2005. Outside of advisory work, he serves as a statutory agent for Wise Steward Insurance Services, assisting clients with insurance needs and policy delivery. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Jon La Mothe is a financial advisor with Snowden Capital Advisors LLC in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Snowden Capital Advisors and its affiliated entities since 2012, serving as a partner and managing director. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients with discretionary and non-discretionary portfolio management, investment consulting, and various advisory programs. The firm employs a multi-team approach combined with institutional capabilities, offering customized portfolios and services that include third-party manager selection and oversight.

Nathan Gierke is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Equitable Advisors, and New England Securities, among others. He has also been involved with several firms concurrently between 2020 and 2022. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a wide range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Mitchell Loewenberg is a CFP® professional with seven years of industry experience, currently with Wedbush Securities Inc. in Pasadena, CA since 2020. His prior experience includes roles at Edward Jones, TD Ameritrade, and National Funding. Outside of his advisory work, he serves as treasurer for a local business networking group. 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 tailored to client objectives and risk tolerances.

Cheryl Rigali is a financial advisor with RBC Securities, Inc. in Pasadena, CA, holding a Series 66 designation and 15 years of industry experience. She previously worked at Merrill from 2013 to 2016 and has been with City National Securities, Inc. since 2016. Outside of her advisory role, she is an assistant soccer coach for the American Youth Soccer Organization and serves as a financial reviewer for the PTSA at Hugo Reid Elementary School. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor, RBC Rochdale. The firm combines financial planning, portfolio management, and ongoing reporting within a broad financial services group affiliated with a bank and related entities.

Harry Adinata is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior work includes roles at Cetera Wealth Services, BrightHouse Securities, General American Distributors, and MetLife Investors. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management through both discretionary and non-discretionary programs. The firm employs a combination of active and passive investment strategies and offers access to third-party managers and unified managed account platforms.

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.

George Hasbun is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He has been with Clifford Swan Investment Counselors since 2017 and previously worked at Round Hill Asset Management for sixteen years. Outside of his advisory role, he co-owns and serves as Director of Finance for Stepping Stones to Learning, a tutoring services business. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to high-net-worth individuals, charitable institutions, foundations, pension plans, and business owners. The firm employs proprietary fundamental research and credit-focused fixed-income analysis to construct long-term, diversified portfolios and offers specialized services including private investment access and charitable gift vehicle administration.

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.