Robert Birgen is a CFP® and PFS™ credentialed advisor with 39 years of industry experience. He is currently with Merit Financial Advisors and has previously worked at LPL Financial, Stanislawski & Harrison Wealth Management, Abridge Partners, Birgen Asset Management, FFR Advisory, and FSC Securities Corporation. Outside of his advisory work, he hosts a Christian Catholic podcast called BobtheLector. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a diversified, long-term investment approach with centrally managed model portfolios and supports both discretionary and non-discretionary account arrangements.

Paul Sirois is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Pasadena, CA, holding a Series 63 designation and over 30 years of industry experience. His career includes roles at LaSalle St Securities LLC, Securities America Advisors, Inc., Foothill Securities, Inc., and New England Securities. In addition to his advisory work, he operates an insurance sales business offering life, disability, long-term care, and group health insurance products. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a range of investment vehicles and third-party managers, with a notable predominance of non-discretionary assets under management.

Boris Castillo is a CFP®-designated financial advisor with 23 years of experience, currently affiliated with NWF Advisory Services Inc. His prior work includes roles at firms such as LPL Financial, Kinecta Financial & Insurance Services, and Cuso Financial Services. In addition to financial advising, he owns Amenity Wealth, an LLC that provides advisory and insurance services. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 representatives. The firm serves primarily individual and high-net-worth clients using a technology-driven, open-architecture platform to offer portfolio management, financial planning, and retirement plan consulting services.

Shiow Yun Wu is a financial advisor at Packerland Brokerage Services, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including CETERA Advisor Networks LLC, Voya Financial Advisors, Inc., and Royal Alliance Associates, INC. Outside of her advisory role, Wu is also engaged in insurance sales as an independent contractor. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through various firm-managed and third-party platforms. The firm offers both discretionary and non-discretionary account management with routine client reviews and employs a mix of separately managed accounts, model portfolios, and automated rebalancing tools.

Alex Froloff is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses with 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Principal Securities Inc. Outside of his advisory work, he occasionally does Uber Eats deliveries with his 12-year-old son. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers wealth management, fixed income, commodities, and capital markets services, with portfolio management tailored to client objectives and risk tolerances.

James Hu is a CFP® professional with 23 years of industry experience. He is currently with Mutual Advisors, LLC and has prior experience at CreativeOne Wealth, Polaris Financial, Partnervest Advisory Services, and Equitable Advisors. He is also an independent insurance agent servicing life, annuity, and long-term care insurance policies through Polaris Financial. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm provides both discretionary and non-discretionary advisory services, employing a mix of active and passive strategies tailored to client objectives, and manages approximately $9.45 billion across 154 advisors.

Brian Raat is a CFP® professional with 30 years of industry experience. He has been with Wedbush Morgan Securities since 2009 and previously worked at UBS Financial Services from 1997 to 2009. He is based in Pasadena, CA. 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 solutions alongside discretionary and non-discretionary portfolio management.

Andrew Filipek is a financial advisor at Wedbush Securities Inc. with 32 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Wedbush Securities since 2008, also serving as Deputy Chairman of Wedbush Europe Sp Zoo since 2010, overseeing operations in Poland and Central & Eastern Europe. Wedbush Securities offers investment advisory and broker-dealer services to a range of clients, including individuals, high-net-worth clients, and institutions. The firm’s offerings include wealth management, fixed income, commodities, securities lending, capital markets, and research services, with capabilities in both discretionary and non-discretionary portfolio management.

David Frank is the financial planner for therapists and founder of Turning Point Planning. He helps therapists organize, optimize and protect all their financial resources, including their practice. He provides the confidence your finances are on track, so you can focus your time and energy on what matters most. But don't let his love of the tax code and spreadsheets scare you off! You're just as likely to find him with his nose buried in one of Pema Chödrön's books as reading up on the latest financial planning techniques.

Mark Wiacek is a financial advisor at CL Wealth Management LLC with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at CL Wealth Management since 2017. He is also a partner and investment manager at San Marino Investment Services, where he handles various aspects of the firm including compliance, marketing, sales, and office management. CL Wealth Management provides portfolio advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and corporations. The firm offers both discretionary and non-discretionary portfolio management and tailors investment strategies based on client objectives and risk tolerance.

Hung Sam is a financial advisor at Kovack Advisors, Inc. with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Merrill. Outside of his advisory role, he serves as president of Capital Gains Tax Advisory, a tax preparation and accounting services firm. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving a diverse client base including individuals, pension plans, charitable organizations, and governmental entities. The firm uses an Envestnet-supported workflow to manage portfolios through a combination of internally created models and third-party managers.

Matthew Munro is a CFP® professional with five years of industry experience, currently serving as an advisor at BakerAvenue Asset Management. He previously worked for eight years at Sand Hill Global Advisors before joining BakerAvenue in 2021. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and financial planning with a range of strategies that incorporate quantitative, fundamental, and tactical allocation tools, alongside family office and specialized tax and estate planning services.

Leah Snell is a Series 66 licensed financial advisor with 26 years of industry experience. She has been with Snowden Capital Advisors LLC since 2012, serving as a partner and vice president. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, providing portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and offers customized model portfolios alongside third-party manager selection.

Sanjay Sharma is a CFA® charterholder affiliated with Forum Financial Management, LP and has experience dating back to 2015. He has held roles at Forum Financial Management since 2023 and is the founder of SP Sharma Consulting LLC, a technology consulting firm. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, offering model portfolios and back-office services with a focus on Modern Portfolio Theory and primarily using DFA institutional mutual funds and ETFs.

Seungnam Lee is a financial consultant with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at Wedbush Securities since 2015 and was briefly with Kadence Advisors, LLC in 2014. 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, and capital markets, with both discretionary and non-discretionary portfolio management options.

Michael Aaron is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wedbush Securities since 2012, following 16 years at Merrill Lynch. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, supporting both discretionary and non-discretionary portfolio management.

Christina Hospedales is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing nine years of industry experience. She has been affiliated with Kestra Private Wealth Services, Kestra Investment Services, and PSM Private Wealth Management since 2015. Outside of advisory duties, she is a notary and has served in various administrative and assistant roles within the investment industry. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets as of the end of 2025. The firm serves both individual and institutional clients, offering a broad range of investment products and platforms with discretionary and non-discretionary arrangements.

Jeremy Kovacs is a CFA® charterholder with seven years of industry experience. He is currently with Perigon Wealth Management, LLC, having previously worked at Merrill, BNY Mellon NA, and Wells Fargo Investments. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction and serves as both sponsor and overseer of wrap programs and sub-advisor relationships.

Raphy Timour is a financial advisor with Sovran Advisors, LLC in Pasadena, CA, holding two years of industry experience. He has been affiliated with Sovran Advisors since 2024 and previously operated at Pontrelli, Timour & Associates, Inc. since 2003. Outside of his advisory role, Timour is a partner in Soteria Business Solutions, a human resource outsourcing company, where he participates in board-level decision making. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management through various program types. The firm employs a mix of active and passive investment strategies, with a focus on customized implementation and technology-supported rebalancing.

Jordan Mangaliman is a financial advisor at CoreCap Advisors with one year of industry experience. He holds a Series 65 designation and previously worked for nine years at Goldline Financial. Outside of his advisory role, he is also an insurance producer with National Life Group and Cavalier Associates, focusing on life insurance sales. CoreCap Advisors provides discretionary investment and portfolio management as well as financial planning services to individuals, retirement accounts, and institutional clients. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors while maintaining discretionary oversight.