Douglas Pryor II is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Wedbush Securities since 2015. Pryor operates under team names including The McNairy Group and The Parks Pryor Wealth Management Group, which are used for client communications and business conducted through Wedbush. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering a range of brokerage and SEC-registered investment advisory services. The firm combines broker-dealer and capital markets functions with clearing, custodial, and prime services across multiple asset classes.

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 LPL Financial, Bank of the West, Bancwest Investment Services, Bank of America, and Merrill. Wedbush Securities serves a diverse client base including individual investors, high-net-worth clients, foundations, and institutions. The firm offers a range of brokerage and SEC-registered investment advisory services, including managed accounts, capital markets, commodities, and prime services.

Camee Lewis is a financial advisor with Wedbush Securities Inc. in Westlake Village, CA, holding a Series 63 designation and 30 years of industry experience. Her prior roles include positions at BOK Financial Securities, Inc. and a brief period of unemployment. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account and commission-based brokerage solutions.

Hiroshi Mizutani is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He previously worked for Western International Securities, Inc. for ten years before joining his current firm. Mizutani is also affiliated with Global Assets Advisory, LLC, where he serves as an investment advisor. 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 representatives. The firm offers customized, long-term portfolio management using a variety of investment vehicles and may engage third-party managers and wrap programs to implement 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 at Wedbush Securities Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Southwest Securities, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. He is based in Pasadena, CA. 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 related functions.

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 been with Wedbush Securities since 2007. Wedbush Securities serves a diverse client base including individual investors, high-net-worth clients, foundations, and institutions. The firm offers brokerage and SEC-registered investment advisory services, managing approximately $5.68 billion in regulatory assets, and provides a range of managed account solutions alongside commission-based brokerage and capital markets services.

Dustin Zahn is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at E*TRADE Capital Management LLC and Massachusetts Mutual Life Insurance Company. Wedbush Securities serves a diverse client base, including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm provides services ranging from managed accounts to custody and prime services, combining broker-dealer and capital markets functions.

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 at Wedbush Securities Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Equitable Advisors, and KOBO Retirement Strategies. From 2020 to 2022, he was involved with multiple entities including Sootchy, Inc. and Sootchy Securities, LLC. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

Mitchell Loewenberg is a financial advisor at Wedbush Securities Inc. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, TD Ameritrade, and National Funding. Outside of his advisory role, he serves as treasurer for a local networking group, Business Network International, in Carlsbad, CA. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account structures. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting commodities and derivatives activities.

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.