John Brouillard Jr. is a CFA® charterholder and holds a Series 66 license, with 15 years of industry experience. He is currently affiliated with RBC Securities, Inc. and has been with City National Securities, Inc. since 2015. Outside of his advisory role, he is involved with Summer Search, a charitable foundation, where he leads the planning committee for an annual golf and tennis fundraiser event. 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 services with a broad financial services group affiliated with a bank parent, offering financial planning, portfolio management, and ongoing reporting to its clients.

Shannon Loewenberg is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 designations and seven years of industry experience. Her previous roles include positions at Commonwealth Financial Network, Morgan Stanley, and TD Ameritrade. 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 solutions alongside discretionary and non-discretionary portfolio management.

Sophia Barclay is a financial advisor at AWM Capital, LLC with a Series 65 designation and experience at firms including Excellent Capital, Hudson Pacific, and CBRE. She began her professional career after attending the University of Alabama. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across a multi-team staff of 24 advisors. The firm emphasizes liability-driven investing and asset allocation, utilizing a range of investment vehicles and integrates comprehensive financial planning services including tax and estate planning.

Jared Goodman is a Series 66-licensed financial advisor with Wedbush Securities Inc. in Pasadena, CA, bringing 12 years of industry experience. Prior to joining Wedbush in 2025, he spent 12 years at McDonald Partners. Outside of his advisory role, he serves as president of Goodman Wealth Advisors and is involved in commercial real estate finance consulting. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm provides a range of wealth management solutions, including discretionary portfolio management and institutional research, supported by custodial, clearing, and prime services.

Kristoffer Fu is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. He previously worked for J.P. Morgan Securities for nine years before joining Kestra in 2021. Fu is also the founder and strategic business advisor of DayOne Strategic Advisers, where he consults with business owners on valuation and wealth gap strategies. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers access to a broad range of investment products and specialized service platforms.

Joseph Rubinstein is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He worked at UBS Financial Services from 1999 to 2004 before joining Wedbush Morgan Securities, where he has been since 2004. 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, including discretionary and non-discretionary portfolio management.

Leyton Bohren is a Series 65-licensed financial advisor with Lifeworks Advisors, LLC, bringing one year of industry experience. Prior to joining Lifeworks Advisors, he held accounting roles at Green Dot Bank while completing his education and work history spanning from 2014. Outside of advisory work, he is employed as a staff accountant at Green Dot Bank. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses with wealth management, financial planning, and portfolio management services. The firm uses both planning-based and risk-based investment approaches, integrates tax and accounting capabilities, and employs quantitative and fundamental analysis supported by artificial-intelligence tools.

Robert Skillestad is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials and having 39 years of industry experience. He previously worked at RBC Capital Markets from 1996 to 2003 before joining Wedbush in 2009. Outside of his advisory work, Skillestad is involved with several non-investment-related businesses including Future Genetics, Future Cross Genetics, Bulls Eye Ranch Meats, and Skillestad Land & Cattle, all based in Billings, Montana. Wedbush Securities provides both 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 portfolio management tailored to client objectives and an asset management group overseeing multiple investment platforms.

Chun Yong Liu is a financial advisor at Kovack Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and Wayal Health Sciences and Andorra Life LLC. Prior to entering the financial industry, he was employed at Radio Free Asia for eighteen years. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and sub-advisory services using both internal and third-party investment models.

Spencer Seid is a financial advisor at AWM Capital, LLC in Pasadena, CA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Hightower Advisors, Georgetown University, and Lavine, Lofgren, Morris, Engleberg CPA. AWM Capital advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management along with comprehensive financial planning services such as tax, estate, and insurance planning. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios utilizing a variety of investment vehicles and conducts due diligence on separately managed accounts and private placements.

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 designations. His prior experience includes positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and Citigroup Global Markets. 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 solutions. The firm supports both discretionary and non-discretionary portfolio management and offers services including research, trade execution, and clearing.

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 with Kinetic Investment Management, Inc. in Los Angeles, CA. She holds Series 65 and Series 63 licenses and has over a decade of combined experience, including roles at 300 Financial Group and Open Financial Solution. She also provides annuities and life insurance products through 300 Financial Group, receiving commissions for sales and servicing. Kinetic Investment Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm uses a long-term trading approach across various asset types and offers educational seminars and workshops.

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.

Ella Campbell is a financial advisor at AWM Capital, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Dimensional Fund Advisors, LBA Realty, and Ernst & Young. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management and comprehensive financial planning services. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios that may include mutual funds, ETFs, individual securities, separate account managers, and private placements.

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.