Leah Woods is a financial advisor at RBC Securities, Inc. with five years of industry experience. She holds a Series 66 designation and previously worked at City National Securities, Inc. and ATB Securities Inc. Outside of her advisory role, she co-owns a small non-investment rental business with her husband. 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 an affiliated sub-advisor using a range of mutual funds, ETFs, and separately managed accounts.

Raphy Timour is a financial advisor at Sovran Advisors, LLC with one year of industry experience. He has been associated with Pontrelli, Timour & Associates, Inc. since 2003. Outside of his advisory role, he is a partner in Soteria Business Solutions, a human resource outsourcing company. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of about 53 advisors, offering customized portfolio management and a range of investment solutions.

Mateo Pastrana is a financial advisor at RBC Securities, Inc. with two years of industry experience. Prior to joining RBC Securities, he worked at City National Securities, Inc. from 2022 to 2025 and has educational experience at the University of Southern California and The American University. Outside of his advisory role, he works as a contractor for Rover, providing dog walking and pet sitting services. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to its affiliated sub-advisor, RBC Rochdale. The firm is part of a broad financial services group affiliated with a bank and related entities, providing integrated service offerings and intercompany referral arrangements.

Jacob Berkman is a financial advisor at Kinetic Investment Management, Inc. in Los Angeles, CA, holding a Series 65 designation. He has been with Kinetic since 2025 and has prior experience at NYLIFE Securities LLC and New York Life Insurance Co. He also worked in residential development and retail before entering the financial services industry. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with approximately $348 million in assets under management. The firm uses a combination of analytical methods within a primarily long-term trading approach and offers services including portfolio management, financial planning, and sub-advisory support.

Sam Sy is a financial advisor at Packerland Brokerage Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Foresters Equity Services, Inc. from 2010 to 2018. Outside of his advisory role, he sells health and travel insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through multiple platforms, including Hilltop/Envestnet, and manages over $900 million in client assets.

Luke Miller is a financial advisor with RBC Securities, Inc. in Los Angeles, CA. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at City National Securities, CNR Securities, City National Rochdale, and EnRich Financial Partners. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm uses an affiliated sub-advisor for portfolio management and provides financial planning, ongoing reporting, and custodial services.

Noah Stomberg is a financial advisor at RBC Securities, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Equitable Advisors, LLC. Outside of finance, he has been involved with Fieldings Local Kitchen & Bar. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee advisory program. The firm manages portfolios using mutual funds, ETFs, SMAs, and individual securities, and operates within a broader financial services group affiliated with a bank and related entities.

Michael Powers is a financial advisor with Wedbush Securities Inc. in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He previously worked at McDonald Partners LLC for 13 years before joining Wedbush Securities in 2025. Wedbush Securities serves a diverse client base that includes individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered advisory services, including wealth management, fixed income, commodities, securities lending, and capital markets, supported by extensive clearing, custodial, and prime services capabilities.

Salvador Flores Chatfield is a financial advisor with Capital Analysts and holds Series 63 and Series 65 credentials. He has 11 years of industry experience, including prior roles at Horace Mann Investors, Inc. and Horace Mann Companies. He serves as president of the Covina Valley Optimist Club, a non-profit organization that provides youth sports scholarships. Capital Analysts serves a diverse client base ranging from individual investors to charitable organizations and corporate clients, offering discretionary and non-discretionary portfolio management supported by an in-house investment research team. The firm’s model includes a range of advisory services, access to third-party managers, and specific arrangements with Lincoln Investment and Pershing/BNY.

Stephen Ching is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at Wedbush Securities since 2010 and concurrently at Skyline Financial Corp since 2008. In addition to his advisory roles, Ching is also employed as a mortgage loan originator with US Bank. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions. The firm offers a range of brokerage and SEC-registered investment advisory services, managing approximately $5.68 billion in regulatory assets and providing solutions across wealth management, fixed income, commodities, and capital markets.

Andrew Daze is a financial advisor with Wedbush Securities Inc. in Pasadena, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wedbush, he worked at Eagle Rock Italian Bakery & Deli for two years and has experience in editing, plastics manufacturing, and hospitality. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers both brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services.

John Knoth is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and bringing 46 years of industry experience. He previously worked at Morgan Stanley & Co., Incorporated for 11 years before joining Wedbush Securities. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors by offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm integrates broker-dealer and capital markets functions with clearing, custodial, and prime services, managing approximately $5.68 billion in regulatory assets.

Andrew Hutcheson is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior work includes roles at UBS Financial Services, Raymond James & Associates, and Onward Advisors. Outside of finance, he is a co-owner of The Larchmont Chronicle, a newspaper in Los Angeles. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm operates multiple managed account programs and provides clearing, custodial, and execution services, with a distinctive combination of broker-dealer, capital markets, and prime services functions.

Kathleen Stovel is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has held previous roles at Cetera Wealth Services, MassMutual Life Insurance Company, Mass Mutual Investors Services, and VOYA Financial Advisors. In addition to her advisory work, she has been an insurance agent focused on fixed insurance products since 1991. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and retirement plan consulting. The firm uses a combination of advisor-driven strategies, internal portfolio models, and third-party strategist input, employing both active and passive investment exposures across multiple asset types.

Kevin Cooper is a financial advisor at Becker Capital Management, Inc. with a Series 65 credential and over 25 years of experience in the financial industry. His prior experience includes roles at Capital Lending Resources, Inc. for 22 years and Wells Fargo Bank for 5 years. Becker Capital Management provides discretionary investment management and wealth-advisory services to a range of individual and institutional clients, using a combination of bottom-up security selection and top-down portfolio construction. The firm manages a registered mutual fund and private pooled vehicles, serving both traditional and alternative investment clients with an emphasis on asset quality and risk awareness.

John Kornaga is a financial advisor at Kinetic Investment Management, Inc. in Los Angeles, CA, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Fisher Investments and VOYA Financial Advisors. Kinetic Investment Management serves individuals—including high-net-worth clients—pension and profit-sharing plans, and business entities, managing approximately $348 million in assets across 1,250 client relationships. The firm employs a multi-method investment approach with a primary long-term trading orientation and offers portfolio management, financial planning, sub-advisory, and educational services.

Jeffrey Girard is a financial advisor at Gibbs Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Total Financial Solutions, Inc. and Great White Pool and Spa, Inc. Outside of advising, he has served as an administrative assistant at TFS Financial Insurance Services. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model management. The firm emphasizes a mix of analytical approaches to portfolio allocation and incorporates risk audits, tax-efficient strategies, and guaranteed-income solutions where appropriate.

Randall Zaharia is a CFA® charterholder with 23 years of industry experience. He has been with Clifford Swan Investment Counselors since 2000. Clifford Swan Investment Counselors serves individuals, charitable institutions, foundations, and business owners, managing approximately $4.48 billion in client assets. The firm uses proprietary fundamental research to construct long-term, diversified portfolios across equities, fixed income, and private investments, and provides a range of wealth-planning and administrative services.

Billy Yeh is a financial advisor at Clifford Swan Investment Counselors with 10 years of industry experience. He previously worked at Steel Peak Wealth Management, Mid Atlantic Capital Corporation, and JSF Financial LLC. Yeh holds the Series 66 designation. Clifford Swan Investment Counselors serves high-net-worth individuals, charitable institutions, foundations, private corporate pension and profit-sharing plans, and business owners. The firm employs proprietary fundamental research and credit-focused fixed-income analysis to build long-term, diversified portfolios and offers specialized services including private-investment sourcing and charitable trust administration.

John Mcparlane is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 designations and bringing 43 years of industry experience. He has been with Wedbush Securities since 2009. Additionally, he serves as a financial advisor for 401(k) retirement plans with Fringe Benefit Group. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional clients, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm operates multiple managed account and wrap fee programs alongside commission-based brokerage arrangements and provides clearing, custodial, and execution services integrated with its broker-dealer and capital markets functions.