David Clark is a CFA® charterholder based in Los Angeles, CA, with 28 years of industry experience. He has been with Everett Harris & Co. since 1990. Everett Harris & Co. provides discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs a fundamental analysis and buy-and-hold approach, investing across U.S. and foreign equities, fixed income, commodities, and options, while tailoring portfolios to clients' tax situations and objectives.

Nobue Weber is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining Wedbush in 2024, Weber worked at U.S. Bank, U.S. Bancorp Investments, Inc., Unionbanc Investment Services, and Union Bank. 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 combines broker-dealer and capital markets functions with clearing, custodial, and prime services, supporting a range of managed account and commission-based brokerage arrangements.

Alex Zepkowski is a CFP® with 15 years of industry experience, currently serving at Kinetic Investment Management, Inc. He has held roles at several firms including Ridgemont Capital, Shuster Advisory Group LLC, and Lake Avenue Financial. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm uses a mix of analytical methods and a primarily long-term trading approach, offering investment options across various asset types including real estate and non-traded real estate investments.

Karen Mcclintock is a CFA® and CIC credentialed advisor with 23 years of industry experience. She has worked at Robertson Stephens Wealth Management, LLC since 2021 and previously spent 13 years at LS Investment Advisors, LLC. Robertson Stephens Wealth Management serves high-net-worth individuals and families, trusts and estates, family offices, charitable organizations, and retirement plans. The firm offers a range of services including portfolio management, financial planning, tax and estate planning, and access to public and private funds, combining individualized advice with centralized investment oversight.

Peter Boyle is a CFA® charterholder with 27 years of industry experience. He has been with Clifford Swan Investment Counsel in Pasadena, CA, since 2010. Clifford Swan Investment Counsel provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, corporate pension and profit-sharing plans, and business owners. The firm’s investment approach is grounded in proprietary fundamental research and credit-focused fixed-income analysis, offering diversified portfolios with access to private investments and specialized services tailored to client objectives.

Matthew Jacobson is a financial advisor at RBC Securities, Inc. with one year of industry experience. He holds a Series 66 credential and has previously worked at Equitable Advisors, LLC, Tom James Company, and managed businesses including Matthew Real Estate Investment Services, Joshua J Fine Jewelry, and Leight Heist "Life Heist" Apparel. 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’s investment management is delegated to an affiliated sub-advisor that constructs and implements asset allocation strategies across various investment vehicles, offering discretionary portfolio management integrated within a broader financial services group.

Taylor Richmond is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding a Series 66 designation and two years of industry experience. Prior to joining RBC, Richmond worked at City National Securities and CommonGood Securities, and manages an astrology consulting business called Astropolated Visions, LLC. 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’s investment management is delegated to RBC Rochdale, which constructs diversified portfolios and manages accounts on a discretionary, asset-based fee basis.

Evelyn Fernandez is a financial advisor at Prosperity - An EisnerAmper Company with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including Avantax Investment Services, Cetera, and KROST Wealth Management. Outside of her advisory role, Evelyn serves as a CPA and Tax Principal in EisnerAmper’s tax practice. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach with approximately 63 advisors managing around $5 billion in assets, emphasizing asset allocation and diversification through both discretionary and non-discretionary management.

Marcus Gunawan is a CFP® with 24 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 2018. He previously worked at Foresters Equity Services, Inc. from 2016 to 2018. Outside of his advisory role, Gunawan is vice president of First Street Advisors, where he is involved in insurance services and employee benefits consulting. Packerland Brokerage Services, Inc. supports individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm provides a range of financial planning and portfolio management services, leveraging both direct management and third-party money managers through an extensive advisor network.

Miguel Hernandez is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Fusion Capital Management since 2018 and has concurrent roles spanning insurance and financial services since 2006. Outside of advising, Hernandez is active as a notary public and occasionally promotes events as a DJ. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, estates, and corporate clients. The firm employs a tailored investment approach combining internally developed asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Lorraine Bishop is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and bringing 25 years of industry experience. She has worked with ChangePath, LLC, Sorrento Pacific Financial, LLC, and Partnervest Advisory Services LLC, and maintains a legal practice as a partner at Bishop and Bishop. In addition to her advisory work, she serves as an adjunct instructor at Glendale Community College, teaching business law and international marketing. 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 core models, third-party managers, and option-based strategies to manage client portfolios.

Barry Simon is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation with 42 years of industry experience. He has been with Wedbush Securities since 2001 and has maintained an acting career since 1989. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, combining broker-dealer and capital markets functions with custody, clearing, and prime services in commodities and derivatives.

Tab Artis is a financial advisor at Integrity Advisory Solutions with five years of industry experience. He holds a Series 65 credential and previously worked at LPL Financial for five years. In addition to his advisory role, he is the owner and managing attorney of The Artis Law Firm, APLC, specializing in estate planning, probate, and trust administration. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, and retirement consulting through a network of advisers, utilizing both discretionary and non-discretionary strategies with a range of investment vehicles.

Christopher Hippisley Coxe is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Since 2014, he has been affiliated with City National Securities, Inc., a part of RBC Securities' multi-team structure. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates financial planning and portfolio management with the resources of a broader financial services group, including affiliated banking and trust services.

Steven Martinez is a CFP® with 14 years of industry experience, currently advising at Kinetic Investment Management, Inc. since 2026. He has previously worked at Regal Investment Advisors, Secure Investment Management, and JD Mellberg Financial, and he co-owns Steven Michael Financial Group, where he is involved in insurance sales. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a variety of analytical methods for mostly long-term investment management and offers access to higher-risk, potentially illiquid assets when suitable.

Brian Mills is a financial advisor at Savvy with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lido Advisors, LLC and Lincoln Financial Distributors, Inc. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, utilizing technology platforms and third-party sub-advisers in its investment approach.

Paul Delzio is a financial advisor at Wedbush Securities Inc. with 13 years of industry experience. He previously worked at Edward Jones for five years before joining Wedbush in 2018. Delzio serves as a board member for the Redwood Shores Owners Association, contributing to community governance and neighborhood matters. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, providing brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm offers a range of managed account solutions alongside commission-based brokerage and operates clearing, custodial, and prime services with a focus on commodities and derivatives.

Cynthia Newman is a financial advisor at Gladstone Wealth Partners with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney LLC and operated her own consulting firm focused on executive coaching. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and utilize third-party resources, with a focus on discretionary portfolio management and qualified plan services.

David Kanani is a financial advisor at Kinetic Investment Management, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Madison Avenue Securities, LLC, and Global Financial Private Capital, LLC. Kanani is also involved in insurance sales through Advisors Excel and serves as a silent partner in a sleep lab company. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach and utilizes a variety of analytical methods while offering access to diverse asset types, including real estate and non-traded real estate investments.

Lavinia Boettcher is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at Fidelity Investments and Equitable Advisors. RBC Securities, Inc. offers 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, RBC Rochdale. The firm is part of a broad financial services group that includes banking, trust, municipal advisory, and trading businesses, enabling integrated financial solutions.