Robert Sperling is a financial advisor with Wedbush Securities Inc. in Pasadena, CA. He holds a Series 63 designation and has 42 years of industry experience, including 25 years with Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. Their offerings include wealth management, fixed income, commodities, securities lending, and capital markets services, with portfolio management tailored to client objectives and risk tolerances.

Tony Raygoza is a financial advisor at Sovran Advisors, LLC in Pasadena, CA, with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. Raygoza is also licensed as an insurance agent, selling fixed insurance products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors and offers a range of portfolio management and consulting services using both advisor-managed and model portfolios.

Eddie Fung is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses with 31 years of industry experience. His prior roles include positions at D.A. Davidson & Co. and Crowell, Weedon & Co., where he worked for over 16 years. 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 securities lending services. The firm supports discretionary and non-discretionary portfolio management alongside institutional research and prime brokerage capabilities.

Sean Montgomery is a CFP® professional with 25 years of industry experience, currently serving at Merit Financial Advisors. His prior experience includes 13 years with Commonwealth Financial Network. He serves as a board member of the Cliffs Resort Vacation Owners Association. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm provides coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed model portfolios overseen by an internal Investment Management team and committee.

Carlos Guzman is a financial advisor at Regal Investment Advisors LLC with eight years of industry experience. He holds a Series 65 credential and has worked at Regal since 2018. Prior to that, he was with Brookstone Capital Management for one year and has served as president of CKG Insurance Agency Inc, where he sells life insurance products and fixed/indexed annuities. Regal Investment Advisors LLC, doing business as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers both proprietary and third-party model portfolios and grants discretionary authority to implement and manage these strategies on behalf of clients.

James Mayes is a financial advisor with Alexander Capital Wealth Management LLC in Azusa, CA, holding Series 63 and Series 66 designations and 17 years of industry experience. He previously worked at Western International Securities, Inc. and Financial West Group. Outside of finance, Mayes is a minister involved in ministry-related book sales, writing, and speaking engagements. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis along with both long- and short-term trading strategies.

Doris Chen is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at Packerland since 2018 and previously at Foresters Equity Services, Inc. and First Street Advisors. Outside of her advisory work, Chen is involved with First Street Advisors in providing insurance services, including life, health, long-term care, disability, annuities, and group employee benefits. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms, including Hilltop/Envestnet, and combines brokerage and advisory services under a dual registration.

Jesus Sunga is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked at Wedbush Securities since 2013 and previously spent five years at Morgan Stanley. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, and other financial services. The firm manages discretionary and non-discretionary portfolios and supports SMA, MMA, UMA, and IMA offerings.

Youstina Iskander is a financial advisor at Calton & Associates, Inc. with eight years of industry experience. She holds the Series 66 designation and has worked at Calton & Associates since 2016, as well as Alexander Wealth Management since 2015. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a variety of program structures and investment approaches tailored to client goals, risk tolerance, and liquidity needs, operating with both advisory and broker-dealer capabilities.

Jeremy Logeot is a ChFC® credentialed financial advisor at First Advisors National, LLC with one year of experience at the firm and over 12 years in the financial services industry. Prior to joining First Advisors National, he worked at Transamerica Financial Advisors, Inc. and World Financial Group, INC. from 2013 to 2025. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm utilizes third-party money managers and supplements portfolios with advice on equities, ETFs, and mutual funds, managing approximately $506.8 million in discretionary assets.

Daniel Estrada is a financial advisor at Merit Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments, Fisher Investments, NYLife Securities LLC, New York Life Insurance Company, and Equitable Advisors. Outside of his advisory role, he is involved in digital content creation through video editing and production. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolio management supported by an internal Investment Management team and offers a range of wealth-management services including financial planning, retirement plan advice, and employee financial-wellness programs.

Kelly Dunnahoo is a financial advisor at Creativeone Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Change Path LLC and Cona Investment Advisors, LLC. In addition to his advisory work, he serves as president of Fruit Growers Laboratory, an environmental testing lab, where he manages operations and reviews analytical data. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a mix of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Murcy Huang is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Clifford Swan Investment Counselors since 2021. Prior to joining Clifford Swan, he worked at City National Bank for eleven years. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, private corporate pension and profit-sharing plans, and business owners. The firm’s investment approach centers on proprietary fundamental research for equities and credit-focused fixed income, constructing diversified portfolios tailored to clients’ objectives, liquidity needs, and tax considerations.

Jesus Quezada is a financial advisor at Alexander Capital Wealth Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Crown Capital Securities, Regal Investment Advisors, and Regulus Advisors. Outside of his advisory role, he is a partner in Valzada Industries, where he engages with homeowners and tradesmen to support community rebuilding efforts. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients for capital markets and M&A advisory. The firm employs a top-down, asset-allocation investment process that integrates proprietary technical analysis with fundamental review and uses discretionary management, sub-advisers, and model portfolios.

James Chu is a financial advisor at Virtue Capital Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Transamerica Financial Advisors, Inc., Waddell & Reed, World Financial Group, Inc., and operated Wonderland Design Inc. for over two decades. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a multi-team model to deliver customized portfolio management, financial planning, and consulting services, utilizing tactical, strategic, and dynamic investment approaches.

Thomas Kang is a Series 66 licensed financial consultant with Wedbush Securities Inc. in Pasadena, CA. He has 10 years of industry experience, all with Wedbush since 2015. Wedbush Securities Inc. offers investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides a broad range of services such as wealth management, fixed income, commodities, capital markets, and prime services, administering customized portfolio strategies through various managed account programs.

Max Seeget is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding the CFA® designation and Series 66 license. He has 10 years of industry experience and has been with Wedbush Securities since 2014. 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.

Craig Watanabe is a CFP® professional with 43 years of industry experience, currently advising at Diversify Advisory Services, LLC. His prior roles include positions at DFPG Investments, Inc., American Financial Network Advisory Services, LLC, Core Compliance & Legal Services, Inc., United Planners' Financial Services, and Penniall & Associates, Inc. In addition to his advisory work, he provides compliance consulting services and is also licensed as an insurance agent. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, corporate consulting, and family office services, using a tactical diversification and individualized asset allocation approach tailored to client goals and risk tolerance.

Robert Soriano is a financial advisor at MissionSquare Retirement with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Pasadena City College among other roles. Outside of his advisory career, he manages a family trust that operates rental apartments. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management using asset-class allocation models and a total wealth approach.

Terence Welsh is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 designations and accumulating 33 years of industry experience. His career includes long tenures at Crowell, Weedon & Co. and D.A. Davidson & Co. before joining Wedbush Securities. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, covering a broad range of solutions such as wealth management, fixed income, commodities, and capital markets. The firm provides both discretionary and non-discretionary portfolio management, alongside custodial, clearing, and prime services.