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 with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Equitable Advisors, and New England Securities, among others. He has also been involved with several firms concurrently between 2020 and 2022. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a wide range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Mitchell Loewenberg is a CFP® professional with seven years of industry experience, currently with Wedbush Securities Inc. in Pasadena, CA since 2020. His prior experience includes roles at Edward Jones, TD Ameritrade, and National Funding. Outside of his advisory work, he serves as treasurer for a local business networking group. 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 services tailored to client objectives and risk tolerances.

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.

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.

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 having 13 years of industry experience. Prior to joining Wedbush Securities, Weber worked at U.S. Bank, U.S. Bancorp Investments, Inc., Unionbanc Investment Services, and Union Bank. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of services including wealth management, fixed income, commodities, securities lending, and capital markets. The firm acts as both an adviser and broker-dealer, supporting discretionary and non-discretionary portfolio management with operational capabilities in clearing, custodial, and prime services.

Alex Zepkowski is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Kinetic Investment Management, Inc. in Los Angeles, CA. His prior experience includes roles at Ridgemont Capital, Shuster Advisory Group LLC, Uber, Wealthtech Partners LLC, Lake Avenue Financial, Integrated Wealth Concepts, LLC, and Stonnington Group, LLC. 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 combination of analytical methods and a primarily long-term trading approach, offering discretionary management and access to a broad range of 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.

Jonathan Ballenger is a financial advisor at NorthCoast Asset Management LLC in Los Angeles, CA. He holds Series 65 and Series 66 licenses and has recently begun his career in the industry. Prior to joining NorthCoast, he worked at Bluespring Wealth Partners for one year and spent 16 years at Morningstar. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process and offers a diverse range of strategies including equity and fixed income, options-defined outcomes, and alternative interval funds.

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 17 years of industry experience. He has worked with Fusion Capital Management since 2018 and has additional experience in insurance and real estate-related independent sales and marketing roles. Outside of advisory services, he is also a notary public and occasionally works as a DJ. Coppell Advisory Solutions operates through Fusion Investment Advisors, providing discretionary portfolio management and financial planning to individuals, institutions, and charitable organizations. The firm employs an open-architecture platform with both fundamental and technical analysis, utilizing a wide range of investment tools and continuous portfolio monitoring.

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 with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and over 42 years of industry experience. He has been with Wedbush Securities since 2001 and has pursued acting since 1989. Wedbush Securities serves individual, high-net-worth, and institutional clients, offering a range of services including portfolio management, wealth management, fixed income, commodities, and institutional research through its dual role as both an investment adviser and broker-dealer.