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 Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He previously worked at McDonald Partners LLC for 13 years and Wells Fargo Clearing for 4 years. Wedbush Securities offers investment advisory and broker-dealer services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm provides a range of wealth management and capital markets services, with Financial Consultants acting as portfolio managers who tailor strategies to client objectives.

Salvador Flores Chatfield is a financial advisor at Capital Analysts with 11 years of industry experience. He previously worked at Horace Mann Investors, Inc. and Horace Mann Companies. Outside of his advisory role, he serves as President of the Covina Valley Optimist Club, a nonprofit focused on youth sports scholarships, and is a commissioner on the City of Covina Finance Advisory Commission. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and an in-house investment management team that utilizes a proprietary mutual-fund screening process.

Stephen Ching is a financial advisor at Wedbush Securities Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at Wedbush Securities since 2010. In addition to his advisory role, he is a mortgage loan originator for US Bank. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm provides a wide range of services including wealth management, fixed income, commodities, and securities lending, with portfolio management tailored to client objectives and risk tolerances.

Andrew Daze is a financial consultant with Wedbush Securities Inc., holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Wedbush, he worked in various roles including freelance editing and bakery operations. Outside of finance, he has experience in small business management through his involvement with Eagle Rock Italian Bakery & Deli. 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, and securities lending, with a focus on customized portfolio management and institutional research.

John Knoth is a financial advisor at Wedbush Securities Inc. with 47 years of industry experience. He holds the Series 63 designation and has worked at Wedbush Securities since 2018, following 20 years at Morgan Stanley and its affiliates. Wedbush Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and broker-dealer services across wealth management, fixed income, commodities, securities lending, and capital markets. The firm provides both discretionary and non-discretionary portfolio management, as well as institutional research and prime services.

Leah Belfiore is a financial advisor with The AmeriFlex Group and holds Series 63 and Series 65 licenses. She has 15 years of industry experience, including 14 years at Great Pacific Securities. Belfiore serves as a volunteer board member for the Rancho Bel Air Property Owner's Association. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Andrew Hutcheson is a financial advisor at Wedbush Securities Inc. with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Raymond James & Associates, UBS Financial Services Inc., and Edward Jones. Outside of his advisory role, he is a co-owner of The Larchmont Chronicle, a newspaper based in Los Angeles, where he assists with administrative tasks. 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, and institutional research, supporting both discretionary and non-discretionary portfolio management.

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 with Gibbs Wealth Management, LLC in Glendale, CA, holding a Series 65 credential and two years of industry experience. His work history includes roles at Total Financial Wealth Management, Total Financial Solutions, Inc., and Great White Pool and Spa, Inc. He is also involved as an administrative assistant with TFS Financial Insurance Services. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model portfolios, utilizing third-party platforms and strategists to implement investment strategies.

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 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.