John Mcparlane is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. Prior to joining Wedbush in 2009, he worked at First Wall Street Corp. for eight years. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm offers a range of solutions such as wealth management, fixed income, commodities, and capital markets services, combining discretionary and non-discretionary portfolio management with extensive operational capabilities.

Elinoa Witkin is a Series 65 licensed financial advisor with Compound Planning, Inc. in Los Angeles, CA. She has one year of industry experience, including prior roles at Executive Benefit and teaching positions at Santa Monica Community College and several schools. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm emphasizes fiduciary duty and combines long-term investment strategies with tactical tools such as direct indexing and tax-loss harvesting.

Kevin Cavanaugh is a Series 65-licensed financial advisor at Clifford Swan Investment Counselors with 11 years of industry experience. He has been with Clifford Swan since 2011. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, pension and profit-sharing plans, and business owners. The firm manages approximately $4.48 billion in client assets and focuses on rigorous fundamental research to construct long-term, diversified portfolios across equities, fixed income, and private investments.

Roxana Maddahi is a financial advisor at Compound Planning, Inc. with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Steel Peak Wealth Management, Morgan Stanley, and J.P. Morgan Securities. Maddahi is involved in several community and educational activities, including serving as President of the nonprofit Looking Beyond Next Gen and teaching a course on philanthropy at Sinai Akiba Synagogue. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm utilizes risk-based model allocations combining long-term buy-and-hold strategies with tactical approaches, offering both direct investment management and a turnkey asset management program for outside advisors.

Alicia Sorensen is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Her prior experience includes roles at HSBC Bank USA, HSBC Securities (USA) Inc., Citigroup Global Markets, and Citicorp Investment Services. Outside of her advisory work, she owns AI Design Solutions, an LLC offering consulting and training in Artificial Intelligence technology to individuals and local businesses. Wedbush Securities provides investment advisory and broker‑dealer services to a diverse client base, including individuals, high‑net‑worth clients, and institutional investors. The firm offers a range of services such as wealth management, fixed income, commodities, and securities lending, with portfolio strategies tailored to client objectives and risk tolerances.

Kurtis Munoz is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA. He holds a Series 66 designation and has three years of industry experience, including prior roles at Raymond James & Associates and Morgan Stanley Smith Barney 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 offers financial planning and portfolio management, with investment strategies implemented by an affiliated sub-advisor, RBC Rochdale.

Arlene Flores is a financial consultant with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and seven years of industry experience. She has been with Wedbush Securities since 2016. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of portfolio management, wealth management, and capital markets services.

Michael Murray is a financial advisor with Kinetic Investment Management, Inc. in Los Angeles, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at SagePoint Financial and Financial Network and operates an insurance agency offering life, health, disability, long-term care insurance, annuities, and Medicare products. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm uses a multi-method investment approach with a primary long-term trading orientation and offers portfolio management, financial planning, sub-advisory, and educational services.

Kenneth Yuen is a financial advisor with StoneX Advisors Inc. in Industry, CA, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked with StoneX Securities and StoneX Advisors since 2019 and has a background that includes insurance sales dating back over two decades. Outside of his advisory role, he owns and manages Shine Vista LLC, which is involved in buying, selling, and managing rental properties. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and related consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes proprietary and third-party investment models and platforms to implement strategies tailored to client needs.

Brian Victoria Madrigal is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes positions at City National Securities, D.A. Davidson & Co, J.P. Morgan Chase Bank, City National Bank, and Citibank. 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 with affiliated entities, including a bank and trust company, offering portfolio management and financial planning supported by sub-advisory asset allocation strategies.

Daniel Stieff is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He previously worked at LPL Financial and Financial West Group. Outside of his advisory role, he serves as president of Daniel Stieff, Inc., a corporation established to manage his real estate holdings and tax matters. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers a broad range of services such as wealth management, fixed income, commodities, and securities lending, with portfolio management strategies tailored to client objectives and risk tolerances.

Michael Cheatham is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with RBC Securities, Inc. and has previously worked at City National Securities, Inc., Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo 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 and portfolio management, partnering with an affiliated sub-advisor to implement diversified investment strategies.

Roy Lin is a CFA® charterholder with 13 years of experience in the financial industry. He is currently with RBC Securities, Inc., where he has worked since 2026. Prior to that, he spent 11 years at U.S. Bancorp Advisors, LLC. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management with broader financial services, leveraging its affiliation with a bank parent and related entities.

Julie Babcock is a financial advisor with Snowden Capital Advisors LLC in Pasadena, CA, holding a Series 66 designation and 26 years of industry experience. She has been with Snowden Capital Advisors since 2012. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients with discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection. The firm combines multi-team scale with institutional capabilities, managing a diverse range of investment tools and offering specialized programs such as Assets Held Away and Held Away Retirement Plan Program.

John Arnold is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include positions at Raymond James & Associates, Merrill, and Citigroup Global Markets. He is also the founder and portfolio manager of Arnold Wealth Advisors. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm supports discretionary and non-discretionary portfolio management with a range of institutional research and operational capabilities.

Matthew Dupon is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. He previously worked for Commonwealth Financial Network for 13 years and has been with Merit and Purshe Kaplan Sterling Investments since 2026. Outside of his advisory role, he is a co-owner of Dupon Financial Group, Inc. and The Bridgeway Group. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios managed through centrally overseen models, offering a range of wealth management services including asset management, financial planning, and retirement plan advice.

Nvard Kazarian is a Series 66 licensed financial advisor with 19 years of industry experience, currently working at Snowden Capital Advisors LLC. Since 2012, Kazarian has been associated with Snowden Account Services LLC as an investment and planning associate. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers a range of services such as discretionary and non-discretionary portfolio management, investment consulting, third-party manager selection, and financial and estate planning, utilizing a multi-team approach with institutional capabilities.

John Drevon is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His prior roles include positions at Equitable Advisors LLC, Wedbush Morgan Securities, Raymond James Financial Services, Wells Fargo Clearing, and Prudential Equity Group. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers a range of wealth management services, fixed income, commodities, securities lending, and capital markets solutions, combining discretionary portfolio management with institutional research and prime services.

Art Saldivar is a financial advisor at SVB Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors LLC and First Citizens Investor Services. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, providing wealth management, portfolio management, financial planning, and retirement advisory services. The firm uses third-party managers selected through due diligence and offers both discretionary and non-discretionary account management.

Larry Olea is a financial advisor with RBC Securities, Inc. in Whittier, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with City National Securities, Inc. and City National Bank since 2004. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, and retirement plans through a wrap-fee investment advisory program. The firm offers financial planning and portfolio management, leveraging an affiliated sub-advisor for asset allocation and investment implementation within an integrated financial services group.