James Ward is a CFA® charterholder with 28 years of industry experience, currently serving as an advisor at Everett Harris & Co., where he has worked since 1982. He is also a general partner of Rainbow Capital Management, LLC, providing investment management services to a private investment fund, the Rainbow Fund, LP. Everett Harris & Co. offers discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold strategy across a diversified range of asset classes, supported by regular investment team meetings and tailored portfolio adjustments.

Jessica Sequeira is a financial advisor with MissionSquare Retirement in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at ICMA Retirement Corporation since 2008. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm employs model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants with a multi-team advisory structure.

Raz Bracha is a CFP®-certified financial advisor with eight years of industry experience. He is currently with The AmeriFlex Group and has held roles at Cambridge Investment Research, Sagepoint Financial, and Hornor Townsend & Kent, among others. Bracha also owns several financial and advisory-related businesses. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a broad network of advisory affiliates. The firm offers customized portfolio management and financial planning services, utilizing various asset allocation models and discretionary manager relationships.

Jacqueline Cortez is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation with nine years of industry experience. She has been with Wedbush Securities since 2016. Outside of her advisory role, she is a part-time real estate agent with Berkshire Hathaway Home Services in Downey, CA. 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’s services include discretionary and non-discretionary portfolio management, institutional research, and clearing and prime brokerage capabilities.

Charles Hilliard II is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials and having 29 years of industry experience. His prior roles include positions at Kestra Investment Services, Merrill, Banc of America Investment Services, Morgan Stanley, and Ameriprise Advisor Services. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management and capital markets services including discretionary and non-discretionary portfolio management, fixed income, commodities, and securities lending.

Ara Kachadourian is a financial advisor at AlphaStar Capital Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including US Capital Global Wealth Management and Platinum Wealth Strategies. Outside of his advisory role, Kachadourian is involved in advising a technology software company on U.S. market expansion and manages family-owned real estate consulting and investment businesses. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm uses model portfolios and advisor-directed strategies incorporating a range of investment vehicles, and it supports client plans with ERISA-related services and third-party portfolio construction technology.

Marshall Huddleston is a financial advisor with The AmeriFlex Group, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. His career includes tenures at Cambridge Investment Research, Sagepoint Financial, Cetera Advisor Networks, Girard Securities, and Penn Mutual Life. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement consulting utilizing various wrap and non-wrap solutions integrated with Cambridge platforms.

Nathan Chong is a financial advisor at AWM Capital, LLC with a Series 65 credential and one year of industry experience. He previously worked at Cooper McManus and attended St. Mary’s College. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm utilizes a liability-driven investing approach and offers financial planning, retirement advice, business consulting, and asset management through a diverse range of investment vehicles and affiliated private funds.

Leila Parvaneh is a financial advisor at Kinetic Investment Management, Inc. with four years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at JPMorgan Chase Bank and JPMorgan Securities. Parvaneh is also an insurance agent with Kanani Financial & Insurance Services, where she provides advice and services related to insurance products. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm offers a range of investment approaches, including discretionary management that integrates various analytical methods and may include higher-risk, potentially illiquid investments when appropriate.

Earl Rideau is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Golden State Wealth Management since 2016 and previously worked at LPL Financial, LLC. Rideau also operates Earl B. Rideau, LLC, which serves non-investment-related business purposes. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm uses tailored portfolios through various analytic approaches and third-party managers, primarily providing discretionary portfolio management.

James Hennessy is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, with 36 years of industry experience. He has held roles at Wedbush Morgan Securities since 2007 and previously worked at RBC Capital Markets from 2002 to 2007. Hennessy holds Series 63 and Series 65 licenses. Wedbush Securities serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and broker-dealer services including portfolio management, fixed income, commodities, and research. The firm is noted for its dual registration as both an adviser and broker-dealer and provides custodial, clearing, and prime services.

Jon Mclaughlin is a financial advisor at Savvy with 16 years of industry experience. He holds a Series 65 designation and has worked previously at Signature Resources Capital Management LLC, One Wealth Management, and First Western Capital Management Company. In addition to his advisory role, he is licensed as a life insurance broker. 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, supported by a proprietary technology platform.

Sean Richardson is a financial advisor at AWM Capital, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Citizens Business Bank and Whittier Trust Company. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion for around 418 clients through a multi-team staff of 24 advisors. The firm employs an open-architecture platform with an emphasis on liability-driven investing and asset allocation, integrating financial planning, business consulting, and asset management services.

Arynton Hardy is a financial advisor at Savvy with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Hardy Capital Investments, Bank of America, Merrill, and Axa Advisors. Outside of his advisory role, Hardy is a co-founder of Nice Brew Co., LLC, a coffee and kombucha service based in Los Angeles. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based, long-term investment strategies along with active equity portfolios, tax-aware direct indexing, and integrates third-party fintech tools and sub-advisers.

Ashley Lamothe is a financial advisor with Snowden Capital Advisors LLC in Pasadena, CA, holding a Series 66 designation and four years of industry experience. She previously worked at Vermilion Cliffs Partners/Cinnabar Operating from 2016 to 2022. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes customized model portfolios as well as third-party managers to provide a range of investment solutions.

Malcolm Maclennan is a financial advisor with NFSG Corporation in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Newbridge Securities Corporation, FSC Securities Corp, and Oppenheimer. He is also involved in insurance sales as an agent. NFSG Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers customized portfolios using a blend of fundamental, technical, and cyclical analysis, often employing third-party asset managers and delivering services on both a discretionary and non-discretionary basis.

Francisco Sanchez is a CFP® with five years of industry experience, currently serving at AWM Capital, LLC since 2024. Prior to joining AWM Capital, he worked at Capital Group for six years and Ameriprise Financial Services, Inc. for three years. He also served in the United States Army Reserve for eleven years. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management alongside comprehensive financial planning services, including tax and estate planning, insurance analysis, and business consulting. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios that incorporate mutual funds, ETFs, individual securities, and third-party managers.

Ali Matin is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Wedbush Securities since 2015 and previously spent a year with Wells Fargo Clearing. 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, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Jonathan Di Gerolamo is a financial advisor at Kinetic Investment Management, Inc. with a Series 65 designation and six years of industry experience, including prior roles at Finish Strong Financial Services and his family insurance business. He is based in Los Angeles, CA. 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 multi-method investment approach with a long-term focus and offers educational seminars for clients.

Dustin Hansen is a financial advisor at RBC Securities, Inc. based in Pasadena, CA, holding a Series 66 designation with 17 years of industry experience. His prior roles include positions at U.S. Bank, MUFG Union Bank, and Wells Fargo. 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 broader financial services, including trust, municipal advisory, and pension consulting activities, serving clients with financial planning, portfolio management, and ongoing reporting.