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.

Naoko Moriya is a financial advisor with Encompass More Asset Management LLC in Los Angeles, CA, holding Series 63 and Series 65 credentials and five years of industry experience. Her work history includes roles at LegacyFi, NUI LLC, AgencyFi LLC, and iPros Insurance Professionals. Outside of her advisory role, she is involved with Topsail LLC, a business consulting company serving Japanese clients where she works as a producer, translator, and customer service representative. Encompass More Asset Management LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary models and third-party sub-advisers and manages diverse investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

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.

Rudy Zendejas is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior work includes multiple roles at J.P. Morgan Securities and J.P. Morgan Chase Bank from 2016 to 2022, followed by a position at City National Securities. 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 investment management with a broad financial services group, including affiliated banking, trust, and consulting activities.

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.

Hiroshi Mizutani is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at Western International Securities, Merrill, Citigroup Global Markets, and Citicorp Investment Services. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and may incorporate third-party managers or wrap programs in client strategies.

Paul Digerolamo is a financial advisor at Kinetic Investment Management, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Madison Avenue Securities, Parkland Securities, and operated the Digerolamo Family Insurance business for 24 years. He is also involved in insurance sales through FS2 Financial Services. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm employs a mix of analytical methods with a primary long-term trading orientation and offers portfolio management, financial planning, sub-advisory, and back-office services through a 20-advisor team.

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.

Frederick Feliciano is a financial advisor at Secure Asset Management, L.L.C. with 32 years of industry experience. He holds a Series 63 designation and has previously worked at Western International Securities, Inc. and Financial West Group. He is also a California Notary Public, providing notary services related to estate planning. Secure Asset Management, LLC offers personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis across a range of investment vehicles and emphasizes client-specific investment policies without maintaining traditional corporate client relationships.

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.

Kefira Bar Golani is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her career includes roles at City National Securities, Inc., Citigroup Global Markets Inc., and JP Morgan Securities LLC. Outside of her advisory work, she writes books and ghostwrites as a hobby and crochets accessories that she sometimes sells to friends. 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 its advisory services with a broad financial services group affiliated with a bank parent, offering delegated investment management through an affiliated sub-advisor and a range of custodial and cash-management features.

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.