Darlyn Orellana is a financial advisor with RBC Securities, Inc., holding Series 63 and Series 66 licenses and six years of industry experience. She previously worked at City National Securities, Inc., Wells Fargo Clearing Services LLC, and Wells Fargo Bank, N.A. 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 portfolio management and financial planning within a broad financial services group affiliated with a bank parent and related entities.

April Young is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with Wedbush since 2011 and previously worked at Wells Fargo Clearing. April is a partner at Delzio Young Financial Group, a wealth management business affiliated with Wedbush Securities. Wedbush Securities serves individual, high-net-worth, and institutional clients with a range of services including wealth management, fixed income, and capital markets. The firm offers both advisory and broker-dealer services, with portfolio management tailored to client objectives and risk tolerances.

Eleanor Pascalide is a financial advisor with Wedbush Securities Inc. in Pasadena, CA. She holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 26 years with Wedbush Morgan Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a broad range of services including wealth management, fixed income, commodities, securities lending, and capital markets, serving clients through discretionary and non-discretionary portfolio management as well as institutional research.

Kenneth Thompson is a financial advisor at RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses with 37 years of industry experience. His prior roles include positions at City National Bank, TD Bank, N.A., Wilmington Trust Investment Advisors, Inc., and M&T Securities, Inc. He retired briefly in 2024 before returning to the industry. 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 offers financial planning and portfolio management, with investment management delegated to RBC Rochdale, which implements asset allocation strategies using mutual funds, ETFs, and other securities.

Arin Hovanesian is a financial advisor with Merit Financial Advisors in Pasadena, CA, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Commonwealth Financial Network, Bank of America, Merrill, and J.P. Morgan. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth management services and employs a long-term, diversified investment approach using centrally managed sleeves and model allocations overseen by an internal investment team.

Thomas Pohlen is a Series 65-licensed advisor with Wealth Management, bringing seven years of industry experience. He has worked at Retirement Plan Consultants since 2019 and previously held roles at Index Fund Advisors and Laurel Wealth Advisors. Outside of financial services, Pohlen is a regional director for a retirement plan back-office operations firm and is a passive co-owner of a commercial cleaning business. Wealth Management serves individuals, high-net-worth clients, and institutional clients such as defined contribution plan sponsors and other advisers. The firm uses broadly diversified, passively managed portfolios primarily consisting of no-load mutual funds and ETFs, following modern portfolio theory with a long-term, buy-and-hold strategy.

Scott Miller is a CFP® with nine years of industry experience, currently with Merit Financial Advisors in Pasadena, CA. His prior experience includes roles at Commonwealth Financial Network, The Bridgeway Group, and RNC Genter Capital Management. Miller is also the owner of Miller Financial Group, a private entity involved in securities, advisory, and insurance business. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios using centrally managed sleeves and model allocations, offering comprehensive wealth-management services including financial planning, retirement plan advice, and employee financial-wellness programs.

Anthony Lee is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wedbush Securities since 2010 and previously spent nine years at UBS Financial Services. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm offers a broad range of services such as wealth management, fixed income, commodities, securities lending, and capital markets, with both discretionary and non-discretionary portfolio management options.

Gregg Koutouvidis is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at RBC Capital Markets, LLC and City National Bank. 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 portfolio management and financial planning with affiliated sub-advisory oversight and offers custodial and cash-management features within a broad financial services group structure.

Enrico Cacciapuoti is a financial advisor at BFC Planning, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Berthel, Fisher & Company Financial Services, Inc., Kingswood Wealth Advisors, and First Heartland Capital Inc. He is also engaged in insurance sales as a side business. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base that includes individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and manages approximately $3.8 billion in assets, offering fee flexibility and multiple program structures through a large network of independent advisers.

Rudy Sanchez is a financial advisor at RBC Securities, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at City National Securities, Inc. and City National Bank. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, offering financial planning, portfolio management, and ongoing reporting. The firm integrates a broad financial services group affiliation, including an affiliated sub-advisor that manages portfolios using mutual funds, ETFs, SMAs, and individual securities.

Chaundra Straker is a Series 66 licensed financial advisor with 15 years of industry experience, currently with Principal Advised Services. Her prior experience includes roles at Cetera Advisor Networks and National Planning Corporation. Outside of finance, she works as a beertender and server at Firestone Walker Brewing Company. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models to deliver both non-discretionary recommendations and a discretionary wrap-fee investment management program.

William Mcintosh is a financial advisor at Wedbush Securities Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms including TD Ameritrade and Morgan Stanley. He also spent time at the Securities and Exchange Commission. 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 advanced clearing and prime services.

Case Wagstaff is a financial advisor at Wedbush Securities Inc. with a Series 66 credential and one year of industry experience. His prior work includes positions at Charles Schwab Bank, Charles Schwab, and various roles in real estate and education. 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, and capital markets solutions tailored to client objectives and risk tolerances.

Jonathan Whitmore is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with The AmeriFlex Group and has worked at Cambridge Investment Research, OSAIC, SagePoint Financial, and Perfected Wealth Management. Prior to his financial services career, he was involved with Athletes in Action and Campus Crusade for Christ. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of advisory affiliates and utilizes multiple program platforms and custodial arrangements to deliver tailored investment strategies.

Michael Cuddihy is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior work includes 12 years at Citigroup Global Markets and four years at Citicorp Investment Services. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm’s dual registration enables it to deliver both advisory and brokerage services, including discretionary portfolio management and institutional research.

Jean Kent is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and over 32 years of industry experience. She has worked at Wedbush Securities since 2005 and previously at Citigroup Global Markets from 2003 to 2005. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and capital markets services. The firm supports discretionary and non-discretionary portfolio management and offers custodial, clearing, and prime services.

Hugo Silva is a financial advisor at Wedbush Securities Inc. with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Ally Invest Securities LLC, Cetera Adviser Networks LLC, and JP Morgan Chase Bank. 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 manages customized portfolio strategies through discretionary and non-discretionary accounts and supports institutional research, trade execution, and clearing services.

Crystal Durazo is a financial advisor with MissionSquare Retirement in Los Angeles, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with ICMA-RC since 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes investment advice and model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Nate Elisha is a CFP® with 10 years of industry experience, currently serving at RBC Securities, Inc. He has previously worked at City National Securities, JPMorgan Chase Bank, J.P. Morgan Securities, City National Bank, and Valic Financial Advisors. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning and portfolio management, with investment strategies implemented by its affiliated sub-advisor, RBC Rochdale, and is integrated within a broader financial services group affiliated with a bank parent and related entities.