Elinoa Witkin is a financial advisor at Compound Planning, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Compound Planning, she worked at Executive Benefit and has held roles in educational institutions including Santa Monica Community College and Bais Yaakov School for Girls. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm uses a risk-based investment approach incorporating fundamental, technical, and modern portfolio theory analysis, and offers tax-aware strategies and technology-driven solutions.

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 previously worked at Steel Peak Wealth Management, LLC for eight years. Maddahi serves as president and board member of Looking Beyond Next Gen, a nonprofit organization supporting children and young adults with disabilities, and teaches a philanthropy course at Sinai Akiba Synagogue. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting. The firm emphasizes customized, risk-based model allocations utilizing fundamental, technical, and modern portfolio theory analysis, integrating low-cost ETFs, direct indexing, and alternative strategies through a combination of in-house and third-party sub-advisors.

Alicia Sorensen is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to Wedbush, she worked at HSBC Bank USA, N.A. from 2016 to 2019. Outside of her advisory role, she owns AI Design Solutions, an LLC that provides consulting and training in artificial intelligence technology to individuals and local businesses. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, combining brokerage, clearing, and prime services with a focus on wealth management, fixed income, commodities, and capital markets.

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 advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and having seven years of industry experience. She has been with Wedbush Securities since 2016. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, combining capital markets, wealth management, and prime services with a reported $5.68 billion in regulatory assets under management.

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 at StoneX Advisors Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at StoneX Securities Inc. and Quest Capital Strategies, Inc. Outside of his advisory role, Yuen is involved in insurance sales and provides training and support to licensed insurance agents. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and consulting services. The firm uses a variety of portfolio implementation platforms and supports multiple account structures, operating as part of the broader StoneX Group with integrated clearing, custody, and lending capabilities.

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 designations and bringing 36 years of industry experience. He has been with Wedbush Securities since 2015. Outside of his advisory role, he is president of Daniel Stieff, Inc., a corporation that assists with tax matters and holds disclosed real estate holdings in a trust. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm provides a range of managed account solutions alongside commission-based brokerage and operates clearing, custodial, and prime services tied to commodities and derivatives.

Michael Cheatham is a CFP® professional affiliated with RBC Securities, Inc. in Los Angeles, CA, with 11 years of industry experience. His prior work includes roles 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, including high-net-worth clients, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to its affiliated sub-advisor, RBC Rochdale.

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 licenses and bringing 28 years of industry experience. He has been with Wedbush Securities since 2016 and is the founder and portfolio manager of Arnold Wealth Advisors, a Wedbush DBA. Outside of his advisory role, he serves as successor trustee for multiple client trusts. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions. The firm offers brokerage and SEC-registered investment advisory services across various asset classes and manages approximately $5.68 billion in regulatory assets under management.

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. and holds Series 63, Series 65, and Series 66 credentials. He has 34 years of industry experience, including 14 years at Wedbush Morgan Securities and a year at Equitable Advisors LLC prior to his current role. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutional clients, offering a range of brokerage and SEC-registered investment advisory services. The firm combines brokerage, capital markets, custody, and prime services with multiple managed account programs and commission-based arrangements.

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.

Michael Gladstone is a financial advisor with Wedbush Securities Inc. in Pasadena, CA. He holds a Series 63 designation and has 34 years of industry experience, having worked at Wedbush Securities since 2002. 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 across wealth management, fixed income, commodities, securities lending, capital markets, and prime services.