Mario Uyboco is a financial advisor at Simplicity Wealth with 28 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at LifePro Asset Management and VOYA Financial Advisors. In addition to his advisory work, he serves as an adjunct professor at Cal Poly University, teaching supply chain management and internet web application development. Simplicity Wealth serves a broad range of clients including individual and high-net-worth investors, retirement plans, corporations, institutions, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational solutions for other advisers.

Tiffany Yee is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Sovran Advisors since 2025 and previously spent nine years with CUSO Financial Services, LP. Outside of her advisory role, she owns a real estate rental property business in Pasadena, CA. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning and portfolio management services that combine active and passive strategies across various asset classes.

Tony Yu is a financial advisor with M Holdings Securities, Inc., holding CFP® and ChFC® designations and bringing 26 years of industry experience. He has been with M Holdings Securities since 2015 and concurrently serves as president of DSG Insurance Services, where he is involved in property and casualty insurance brokerage. Yu is also active in professional organizations, including serving as president of the Asian Pacific CPA Association and holding board roles in related nonprofit associations. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients nationwide. The firm offers a range of advisory services, including discretionary and non-discretionary investment management, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and third-party managers.

Makenna Kelly is a Series 66 licensed financial advisor with Wedbush Securities Inc. in Pasadena, CA, with one year of industry experience. Prior to joining Wedbush Securities, she worked at FuelPositive Corporation and held various roles at Moen Incorporated and Oakhurst Golf & Country Club. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, and capital markets. The firm manages approximately $5.68 billion in regulatory assets and provides both discretionary and non-discretionary account solutions alongside clearing, custodial, and prime services functions.

Jody Pierce is a financial advisor at Vanderbilt Advisory Services with eight years of industry experience. He holds a Series 66 designation and has worked previously at Avantax Advisory Services and Cetera, among other firms. Outside of his advisory role, Pierce operates GFS, Inc., providing tax preparation and accounting services as an IRS Enrolled Agent. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Katrina Dudley is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Wedbush Morgan Securities since 2009, totaling 17 years at the firm. Wedbush Securities serves a diverse client base, including individuals, high-net-worth investors, foundations, and institutions, providing both brokerage and SEC-registered investment advisory services. The firm offers a range of managed account solutions and is notable for combining broker-dealer and capital markets functions with custody, clearing, and prime services tied to commodities and derivatives.

Hagop (Jacob) Tujian is a financial advisor at RFG Advisory, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Independent Financial Group for 19 years and StoneKimbro for 3 years. Outside of his advisory role, he volunteers with the Boy Scouts of America, assisting with Eagle Scout projects and teaching the Personal Management merit badge class. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients with approximately $8 billion in assets under management. The firm provides portfolio management, financial planning, retirement plan consulting, and access to a range of investment strategies, including actively managed and passive models, alternative investments, and tax-aware approaches.

Raymundo Flores is a financial advisor at Clifford Swan Investment Counselors with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at City National Securities, Northwestern Mutual Investment Services, LPL Financial, and Western Asset Management. Outside of finance, he serves as Treasurer and CFO for MVP Tile & Marble Inc., a family-owned tile contracting business in California. Clifford Swan Investment Counselors manages approximately $4.48 billion in assets, serving individuals, charitable institutions, foundations, pension plans, and business owners. The firm employs fundamental research to construct diversified portfolios across equities, fixed income, and private investments, and offers tailored wealth-planning and administrative services.

Patrick Egan is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Western International Securities, Inc., Global Assets Advisory, LLC, and Coordinated Wealth Management, LLC. He also practiced as a licensed tax preparer for 25 years. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management using a range of investment vehicles and may engage third-party managers or wrap programs to suit client needs.

James Larew is a financial advisor with Wedbush Securities Inc. in Pasadena, CA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 17 years at Wedbush Morgan Securities. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services, managing approximately $5.68 billion in regulatory assets, with capabilities across wealth management, capital markets, commodities, and prime services.

Bernard Obrien is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and bringing 38 years of industry experience. He has been associated with Wedbush Morgan Securities Inc. and Woodcrest Country Club since 1989. Wedbush Securities serves a diverse client base including individual investors, high-net-worth clients, foundations, and institutions, offering a range of brokerage and investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm provides various managed account solutions as well as clearing, custodial, and execution services, with a distinctive combination of broker-dealer operations and capital markets functions tied to commodities and derivatives.

Randall Bishop is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 credential and 20 years of industry experience. He has worked at ChangePath, LLC since 2020 and Sorrento Pacific Financial, LLC since 2009, with prior experience at Partnervest Advisory Services. In addition to his advisory work, he maintains a private law practice focused on trust administration, wills and trusts, tax law, and estate planning. 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 models, third-party managers, and option-based strategies, offering tailored portfolio management through a large network of Investment Adviser Representatives.

Mitchell Chatfield is a financial advisor at Capital Analysts with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Investment and Horace Mann Companies. Outside of his advisory work, Chatfield serves as president of the Covina-South Hills Kiwanis Club, a nonprofit focused on community service and scholarships. Capital Analysts serves a diverse clientele ranging from individual investors to institutional entities, providing discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team. The firm offers various investment programs and emphasizes fiduciary responsibility, automated rebalancing, and customized portfolio solutions.

Michael Roney is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2024. He previously worked at Stanislawski & Harrison Wealth Management and Abridge Partners LLC from 2007 to 2024. Merit Financial Advisors is a multi-team registered investment adviser with more than 260 advisors serving over 20,000 clients. The firm offers coordinated wealth-management services and follows an investment approach focused on long-term, diversified portfolios using centrally managed models overseen by an internal Investment Management team and committee.

Lawrence Edwards Jr. is a financial advisor at Global View Capital Management LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Experior Financial Group and Transamerica Financial Advisors. Outside of finance, he has been the owner-operator and barber of Body and Soul Hair Salon since 1997. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, model-based investment approach using algorithmic research and technical signals to manage portfolios aligned with client risk profiles and objectives.

Stephen Ting is a financial advisor with Gradient Advisors, LLC in Pasadena, CA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Verity Financial and Insurance Services, LifePro Asset Management, and Gemlife Capital. Outside of his advisory work, he is involved in financial planning and income planning through ownership roles at Verity Wealth Group and Verity Financial and Insurance Services, as well as serving as president of Seel Capital Inc. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and manages a comprehensive platform of nearly $1 billion in assets, offering tailored portfolio strategies and fixed-fee or hourly financial planning.

Robert Hoffman is a financial advisor at Snowden Capital Advisors LLC with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Snowden since 2014. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm provides discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection, combining multi-team scale with institutional capabilities.

Kathleen Gilmore is a CFP® and holds a Series 65 license with 23 years of industry experience. She has worked at Clifford Swan Investment Counselors since 2007, serving in her current role since 2020. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, corporate pension and profit-sharing plans, and business owners. The firm manages approximately $4.48 billion in assets using proprietary fundamental research and a long-term, diversified investment approach across equities, fixed income, and select private investments.

Micheal Ono is a financial advisor with NWF Advisory Services Inc in La Mirada, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at LPL Financial, LLC from 2006 to 2023 and currently serves on the board of South Hills Country Club, a tax-exempt nonprofit social and recreational organization. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of services including retirement plan consulting and trust and estate services. The firm employs an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios with asset allocation tools, emphasizing strategic long-term investing alongside tactical strategies.

Georgette Young is a CFP®-designated financial advisor with 12 years of industry experience, currently with Inspire Advisors, LLC. Her prior experience includes roles at Fidelity, Westmount Asset Management, and Bank of America/Merrill Lynch. In addition to her advisory work, she is a licensed insurance agent focused on life, health, disability, long-term care, and annuities. Inspire Advisors, LLC serves primarily individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm employs a Biblically Responsible Investing approach, using a proprietary Inspire Impact Score™ and combines multiple analytical methods in portfolio construction, while offering discretionary and non-discretionary management alongside financial planning and consulting services.