Tony Yu is a CFP® and ChFC® professional with 26 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. since 2015. He has held leadership roles including President of DSG Insurance Services, overseeing property, casualty, and various insurance products. Yu is also involved in nonprofit organizations such as the Asian Pacific CPA Association and the Taiwanese American Lawyers Association, serving in board positions. M HOLDINGS SECURITIES, Inc. serves individual and institutional clients nationwide through a broad offering of advisory and brokerage services, including investment management, retirement plan consulting, and insurance advisory. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a range of managed account programs and sub-advisory relationships.

Makenna Kelly is a financial advisor at Wedbush Securities Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at FuelPositive Corporation and Moen Incorporated. 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.

Katrina Dudley is a financial advisor at Wedbush Securities Inc. with 29 years of industry experience. She holds Series 63 and 66 licenses and has been with Wedbush Morgan Securities since 2009, following two years at First Wall Street Corp. 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 and non-discretionary portfolio management, fixed income, commodities, and prime services.

Hagop (Jacob) Tujian is a financial advisor at RFG Advisory, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Independent Financial Group and StoneKimbro. Outside of his advisory work, he volunteers as an officer and director with the Boy Scouts of America, assisting with Eagle Scout projects and teaching the Personal Management merit badge. RFG Advisory serves a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, leveraging multiple model strategies, third-party platforms, and proprietary ETFs to deliver investment solutions.

Raymundo Flores is a financial advisor at Clifford Swan Investment Counselors with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at City National Securities, Northwestern Mutual Investment Services, LPL Financial, and Western Asset Management. Outside of finance, he serves as Treasurer and CFO for MVP Tile & Marble Inc., a family-owned tile contracting business in California. Clifford Swan Investment Counselors manages approximately $4.48 billion in assets, serving individuals, charitable institutions, foundations, pension plans, and business owners. The firm employs fundamental research to construct diversified portfolios across equities, fixed income, and private investments, and offers tailored wealth-planning and administrative services.

James Larew is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 designations and has 33 years of industry experience. He has worked at Wedbush Morgan Securities since 2009 and was previously with Merrill from 1997 to 2009. 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 supports discretionary and non-discretionary portfolio management and conducts research and due diligence across various investment products.

Bernard Obrien is a financial advisor with Wedbush Securities Inc. and holds a Series 63 designation. He has 38 years of industry experience and has worked with Wedbush Morgan Securities Inc. since 1989. Outside of his advisory role, he has been associated with Woodcrest Country Club for over three decades. Wedbush Securities provides 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 risk profiles.

Randall Bishop is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 credential and 20 years of industry experience. He has worked at ChangePath, LLC since 2020 and Sorrento Pacific Financial, LLC since 2009, with prior experience at Partnervest Advisory Services. In addition to his advisory work, he maintains a private law practice focused on trust administration, wills and trusts, tax law, and estate planning. 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 models, third-party managers, and option-based strategies, offering tailored portfolio management through a large network of Investment Adviser Representatives.

Michael Roney is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2024. He previously worked at Stanislawski & Harrison Wealth Management and Abridge Partners LLC from 2007 to 2024. Merit Financial Advisors is a multi-team registered investment adviser with more than 260 advisors serving over 20,000 clients. The firm offers coordinated wealth-management services and follows an investment approach focused on long-term, diversified portfolios using centrally managed models overseen by an internal Investment Management team and committee.

Lawrence Edwards Jr. is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at firms including Experior Financial Group and Transamerica Financial Advisors. In addition to his financial advisory work, he is the owner-operator and barber at Body and Soul Hair Salon, a role he has maintained since 1997. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm emphasizes technical and quantitative analysis in its investment process and integrates proprietary research through its ownership of AdvisorGuide, LLC, supporting diversified managed account programs and retirement plan asset management.

Dilys Chang is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior work includes roles at Providien Machining & Metals, Inc., Gkn Bandy Machining, Inc., and Investment Advisors International, Inc. She has also been involved with Global View Capital Advisors, LLC and Global View Capital Insurance Services, LLC since 2015. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and an integrated execution platform.

Stephen Ting is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at Verity Financial and Insurance Services, LifePro Asset Management, and other firms. Outside of Gradient Advisors, he owns and operates Verity Wealth Group and Seel Capital Inc, engaging in financial planning, income planning, and accounting activities. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model with fundamental, technical, and cyclical portfolio analysis.

Robert Hoffman is a financial advisor at Snowden Capital Advisors LLC with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Snowden since 2014. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm provides discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection, combining multi-team scale with institutional capabilities.

Kathleen Gilmore is a CFP® certificant with 24 years of industry experience. She has been with Clifford Swan Investment Counselors since 2007, initially joining the firm’s predecessor and continuing through its current form. Clifford Swan Investment Counselors serves individuals, charitable institutions, foundations, pension and profit-sharing plans, and business owners, managing approximately $4.48 billion in client assets. The firm emphasizes fundamental research and long-term, diversified portfolio construction, with selective use of sub-advisers to tailor solutions to client needs.

Micheal Ono is a financial advisor with NWF Advisory Services Inc in La Mirada, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at LPL Financial, LLC from 2006 to 2023 and currently serves on the board of South Hills Country Club, a tax-exempt nonprofit social and recreational organization. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of services including retirement plan consulting and trust and estate services. The firm employs an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios with asset allocation tools, emphasizing strategic long-term investing alongside tactical strategies.

Georgette Young is a CFP® professional with 12 years of industry experience, currently serving at Inspire Advisors, LLC. Her prior roles include positions at Fidelity and Westmount Asset Management. She is also licensed as an independent insurance agent, offering life, health, disability, long-term care, and annuities coverage. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing into its financial advice and employs a combination of fundamental, technical, quantitative analysis, and modern portfolio theory in portfolio construction.

Joshua Modabber is a financial advisor at Wedbush Securities Inc. with four years of industry experience. He holds the Series 66 designation and has worked with Wedbush Securities since 2021. His prior experience includes roles at Signpost, Westside Wellness & Rehabilitation, and Silva Artist Management, as well as time spent at the University of Colorado - Boulder. Wedbush Securities provides 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, delivering tailored portfolio management through discretionary and non-discretionary strategies.

Lloyd Wong is a CFA® charterholder with 17 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 range of clients including high-net-worth individuals, charitable institutions, and business owners. Clifford Swan employs proprietary fundamental research to manage diversified portfolios across equities, fixed income, and selected private investments.

Roger Ferguson III is a financial advisor at AWM Capital, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Incluso Capital, LLC, Goldman Sachs, and the USC Marshall School of Business. AWM Capital advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management and comprehensive financial planning services, including tax and estate planning, insurance analysis, and business consulting. The firm utilizes an open-architecture platform and a liability-driven investing framework to create customized portfolios incorporating mutual funds, ETFs, individual securities, third-party managers, and private placements.

James Carey is a financial advisor at Wedbush Securities Inc. based in Pasadena, CA, with 37 years of industry experience. He has been with Wedbush Morgan Securities since 2009. Carey holds the Series 63 designation. Wedbush Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and broker-dealer services across wealth management, fixed income, commodities, capital markets, and more. The firm provides tailored portfolio management strategies and conducts due diligence on third-party managers while also supporting clearing, custodial, and securities lending activities.