Bryan Sims is a financial advisor with RBC Securities, Inc. in Los Angeles, holding Series 63 and Series 66 registrations and having eight years of industry experience. His prior experience includes roles at City National Securities, Morgan Stanley, JP Morgan Chase Bank, and First Republic Investment Management. 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 integrates its advisory services with a broad financial services group affiliated with a bank and related entities, offering portfolio management and financial planning supported by delegations to its sub-advisor, RBC Rochdale.

Gabrielle Rosser is a financial advisor at Root Financial Partners in Los Angeles, CA, holding a Series 65 credential with two years of industry experience. Prior to joining Root Financial Partners, she worked at Vital Findings and Community.com. Outside of her advisory role, Ms. Rosser provides floral design services for events as a partner in her father’s company. Root Financial Partners offers investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm employs a broadly diversified, passive investment approach using index funds and ETFs, with portfolios tailored to client objectives, risk tolerance, and tax considerations, and provides educational programming and self-directed financial education through paid online academies.

Sean Montgomery is a CFP® with 25 years of industry experience. He is currently an advisor at Merit Financial Advisors and previously worked at Commonwealth Financial Network and Cetera Wealth Services. Montgomery serves as a board member of the Cliffs Resort Vacation Owners Association. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation using centrally managed portfolio models overseen by an internal investment team and committee.

Carlos Guzman is a financial advisor at Regal Investment Advisors LLC with eight years of industry experience. He holds a Series 65 credential and has worked at Regal since 2018. Prior to that, he was with Brookstone Capital Management for one year and has served as president of CKG Insurance Agency Inc, where he sells life insurance products and fixed/indexed annuities. Regal Investment Advisors LLC, doing business as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers both proprietary and third-party model portfolios and grants discretionary authority to implement and manage these strategies on behalf of clients.

Guillermo Guzman is a financial advisor at RBC Securities, Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including City National Securities, Inc., Fidelity Investments, Morgan Stanley Smith Barney, Wells Fargo Clearing, and Merrill. 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 with a broad financial services group affiliated with a bank parent, offering financial planning, portfolio management, and related services.

Talin Shadmany is a financial advisor at RBC Securities, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at several notable firms, including Merrill, Wells Fargo, and Morgan Stanley Smith Barney. Outside of his advisory role, he provides in-home supportive services for his mother. 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 utilizes affiliated sub-advisors for portfolio management and operates within a broad financial services group affiliated with a bank and related entities.

Doris Chen is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at Packerland since 2018 and previously at Foresters Equity Services, Inc. and First Street Advisors. Outside of her advisory work, Chen is involved with First Street Advisors in providing insurance services, including life, health, long-term care, disability, annuities, and group employee benefits. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms, including Hilltop/Envestnet, and combines brokerage and advisory services under a dual registration.

Jacob Dreiling is a Series 66-licensed financial advisor with five years of industry experience. He is currently with MissionSquare Retirement and MissionSquare Investment Services, having joined in 2025. Prior to this, he worked at Fidelity Investments and held roles at Bank of America and Merrill. Outside of his advisory work, he owns Beantown Beanies LLC, an online beanie retail business. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which uses investment models developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Benjamin Morgan is a financial advisor with Packerland Brokerage Services, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Packerland in 2022, he worked at The O.N. Equity Sales Company and Ohio National. Morgan also owns Merlin Financial Services, which provides online training courses for financial professionals covering business skills and communication. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory solutions, including firm-managed portfolios, third-party co-advisory arrangements, and automated rebalancing tools, managing approximately $909 million in client assets.

Bruce Galbraith is a financial advisor at Siebert AdvisorNXT, LLC with six years of industry experience. He holds a Series 66 designation and has worked with firms including Muriel Siebert & Co., Wells Fargo Clearing, JPMorgan Chase Bank, and J.P. Morgan Securities. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities, offering investment supervisory services and managed programs through a web-based platform. The firm employs Modern Portfolio Theory and risk-tolerance questionnaires to create ETF/ETN-based portfolios, incorporating fundamental and technical strategies with options for discretionary or non-discretionary engagement.

Youstina Iskander is a financial advisor at Calton & Associates, Inc. with eight years of industry experience. She holds the Series 66 designation and has been with Calton & Associates since 2016, following prior work at Alexander Wealth Management beginning in 2015. Calton & Associates is a multi-disciplinary firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, combining analytical approaches and a range of investment strategies through direct management or third-party managers.

Jeremy Logeot is a ChFC® credentialed financial advisor at First Advisors National, LLC with one year of experience at the firm and over 12 years in the financial services industry. Prior to joining First Advisors National, he worked at Transamerica Financial Advisors, Inc. and World Financial Group, INC. from 2013 to 2025. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm utilizes third-party money managers and supplements portfolios with advice on equities, ETFs, and mutual funds, managing approximately $506.8 million in discretionary assets.

Daniel Estrada is a financial advisor at Merit Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Purshe Kaplan Sterling Investments, Fisher Investments, and New York Life. Outside of his advisory work, he is also a digital creator involved in video editing and production through a personal project with Google Adsense. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, high-net-worth clients, retirement plans, ESOPs, and other institutional clients. The firm offers asset management, financial planning, and retirement plan consulting with a long-term, diversified investment approach managed by an internal team and supported by various third-party managers and sub-advisers.

Kelly Dunnahoo is a financial advisor at Creativeone Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Change Path LLC and Cona Investment Advisors, LLC. In addition to his advisory work, he serves as president of Fruit Growers Laboratory, an environmental testing lab, where he manages operations and reviews analytical data. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a mix of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Michael Nunnelee is a CFP® credentialed advisor with 33 years of industry experience. He is currently with RBC Securities, Inc. in Los Angeles, CA, having previously worked with 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. The firm offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that implements diversified asset allocation strategies.

Jesus Quezada is a financial advisor at Alexander Capital Wealth Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Crown Capital Securities, Regal Investment Advisors, and Regulus Advisors. Outside of his advisory role, he is a partner in Valzada Industries, where he engages with homeowners and tradesmen to support community rebuilding efforts. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients for capital markets and M&A advisory. The firm employs a top-down, asset-allocation investment process that integrates proprietary technical analysis with fundamental review and uses discretionary management, sub-advisers, and model portfolios.

James Chu is a financial advisor at Virtue Capital Management, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Transamerica Financial Advisors and Waddell & Reed. Outside the financial industry, he was involved with Wonderland Design Inc for over two decades. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm employs a multi-team model and offers portfolio management, financial planning, consulting, and due diligence services using a combination of tactical, strategic, and dynamic investment approaches.

Ivan Parry is a financial advisor at RBC Securities, Inc. with 29 years of industry experience. He holds a Series 66 designation and has worked at City National Securities, Inc., Western International Securities, Inc., and NPB Financial Group, LLC. 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 portfolio management with banking and trust services, serving a broad client base including high-net-worth individuals.

Aaron Goldberg is a CFP® with nine years of industry experience, currently serving as a financial advisor at AWM Capital, LLC since 2020. His prior experience includes roles at Independent Financial Group and Lincoln Capital. AWM Capital is a fee-based registered investment adviser that serves high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 24 advisors. The firm emphasizes liability-driven investing and asset allocation using a range of investment vehicles, including mutual funds, ETFs, and private placements, while integrating tax and estate planning into its services.

Eric Bond is an investment advisory representative at NWF Advisory Services Inc with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has previously worked at LPL Financial and National Planning Corporation. Bond is also president of Bond Wealth Management, where he is involved in life insurance sales. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm manages approximately $3.82 billion in assets and offers a range of investment programs through an open-architecture platform that incorporates both advisor-managed and third-party model portfolios.