Daniel Stieff is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has been with Wedbush Securities since 2015. Outside of his advisory role, he is president of Daniel Stieff, Inc., a corporation that assists with tax matters and holds disclosed real estate holdings in a trust. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm provides a range of managed account solutions alongside commission-based brokerage and operates clearing, custodial, and prime services tied to commodities and derivatives.

Julie Babcock is a financial advisor with Snowden Capital Advisors LLC in Pasadena, CA, holding a Series 66 designation and 26 years of industry experience. She has been with Snowden Capital Advisors since 2012. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients with discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection. The firm combines multi-team scale with institutional capabilities, managing a diverse range of investment tools and offering specialized programs such as Assets Held Away and Held Away Retirement Plan Program.

John Arnold is a financial advisor at Wedbush Securities Inc. with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wedbush Securities since 2016. In addition to his advisory role, he serves as a successor trustee for multiple client trusts. Wedbush Securities serves a broad client base including individual and high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services. The firm provides a range of managed account solutions alongside commission-based brokerage arrangements and operates clearing, custodial, and prime services tied to commodities and derivatives.

Matthew Dupon is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. He previously worked for Commonwealth Financial Network for 13 years and has been with Merit and Purshe Kaplan Sterling Investments since 2026. Outside of his advisory role, he is a co-owner of Dupon Financial Group, Inc. and The Bridgeway Group. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios managed through centrally overseen models, offering a range of wealth management services including asset management, financial planning, and retirement plan advice.

Nvard Kazarian is a Series 66 licensed financial advisor with 19 years of industry experience, currently working at Snowden Capital Advisors LLC. Since 2012, Kazarian has been associated with Snowden Account Services LLC as an investment and planning associate. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers a range of services such as discretionary and non-discretionary portfolio management, investment consulting, third-party manager selection, and financial and estate planning, utilizing a multi-team approach with institutional capabilities.

John Drevon is a financial advisor with Wedbush Securities Inc. and holds Series 63, Series 65, and Series 66 credentials. He has 34 years of industry experience, including 14 years at Wedbush Morgan Securities and a year at Equitable Advisors LLC prior to his current role. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutional clients, offering a range of brokerage and SEC-registered investment advisory services. The firm combines brokerage, capital markets, custody, and prime services with multiple managed account programs and commission-based arrangements.

Gary Frazeur is a financial advisor at Hilltop Securities Inc. with 29 years of industry experience. He holds a Series 63 designation and has been with Hilltop Securities since 2008. Outside of his advisory role, he owns a small residential real estate investment consisting of a three-unit apartment building. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutional investors. The firm offers a range of portfolio management programs and fiduciary services, supported by an open-architecture platform and specialized municipal bond strategies.

Art Saldivar is a financial advisor at SVB Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors LLC and First Citizens Investor Services. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, providing wealth management, portfolio management, financial planning, and retirement advisory services. The firm uses third-party managers selected through due diligence and offers both discretionary and non-discretionary account management.

Michael Gladstone is a financial advisor with Wedbush Securities Inc. in Pasadena, CA. He holds a Series 63 designation and has 34 years of industry experience, having worked at Wedbush Securities since 2002. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services.

Roger Gewecke is a CFA® charterholder with 18 years of industry experience. He has been with Clifford Swan Investment Counselors since 2007. The firm provides investment supervisory and wealth-planning services to a diverse client base including individuals, charitable institutions, foundations, pension and profit-sharing plans, and business owners. Clifford Swan manages approximately $4.48 billion in client assets, employing a research-driven investment approach focused on long-term, diversified portfolios across equities, fixed income, and select private investments.

Loretta Manzanares is a financial advisor with Snowden Capital Advisors LLC in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Snowden Capital Advisors and its related entities since 2014. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, investment consulting, and customized model portfolios often implemented through third-party managers, supporting a mix of U.S. and non-U.S. investment strategies.

Daniel Voytko is a financial advisor with Sovran Advisors, LLC and holds a Series 66 designation. He has three years of industry experience, including prior roles at CETERA Advisor Networks LLC, Integrative Wealth Partners, MML Investors Services LLC, and MassMutual Life Insurance Company. He also spent time affiliated with the Religious Order of Jehovah's Witnesses. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning, advisory services, and portfolio management across multiple program types. The firm employs a combination of active and passive investment strategies and offers access to third-party managers and unified managed account platforms.

Lee Bishop is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 credential and one year of industry experience. He has also worked as an attorney specializing in estate planning through Bishop and Bishop. Prior to entering financial advising, Bishop held roles in legal and public defense positions and the restaurant industry. CreativeOne Wealth, LLC provides fee-based asset management and financial planning services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, including tax-aware and ESG investment options.

Milford Stern is a financial advisor at Hilltop Securities Inc. with 49 years of industry experience. He has been with Hilltop Securities since 1980. Stern holds a Series 63 designation. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions, operating on an open-architecture platform with a combination of custody, banking, and market-making capabilities.

Charlotte Anten is a CFA® charterholder and holds a Series 63 license, currently working at Clifford Swan Investment Counselors with one year of industry experience. She previously worked at Northern Trust Company for nine years. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, corporate pension and profit-sharing plans, and business owners. The firm employs fundamental research to construct diversified portfolios and offers specialized services including private investment access and charitable trust administration.

Charles Lazzaro is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 credentials and possessing 55 years of industry experience. He has been with Wedbush Morgan Securities since 2008. Wedbush Securities serves a diverse range of clients, including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm combines broker-dealer, capital markets, custody, clearing, and prime services functions, managing approximately $5.68 billion in regulatory assets under management.

John Diciaccio is a financial advisor at Snowden Capital Advisors LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Snowden Capital Advisors since 2012. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning services with a multi-team approach.

Oleg Katrikh is a financial advisor at Blackridge Asset Management, LLC with 29 years of industry experience. He previously worked for Gold Coast Securities, Inc. for 20 years and has held roles at Peak Brokerage Services, LLC since 2024. Outside of advising, he serves as president of an insurance agency in Burbank and is the executive director of operations at a retirement benefits consulting firm. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations through a network of advisers. The firm utilizes a combination of fundamental, technical, and charting analysis and manages most client accounts via an affiliated turnkey asset management platform and multiple wrap-fee programs.

Christopher Good is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding Series 63 and Series 65 credentials and over 18 years of industry experience. He has been with Hilltop Securities since 2006. Outside of his advisory role, he provides part-time in-home respite care for his special needs daughter through a program compensated by the State of California. Hilltop Securities Inc. offers brokerage, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs and fiduciary services through an open-architecture platform with notable municipal bond strategies and custody capabilities.

Rafael Pando is a financial advisor with RBC Securities, Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes tenure at City National Securities, City National Bank, and Wells Fargo-affiliated firms. Outside of his advisory role, he co-owns a rental property in La Quinta, CA with family members. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor that constructs and manages diversified portfolios on a discretionary basis.