Sam Sy is a financial advisor at Packerland Brokerage Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Foresters Equity Services, Inc. from 2010 to 2018. Outside of his advisory role, he sells health and travel insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through multiple platforms, including Hilltop/Envestnet, and manages over $900 million in client assets.

William Chapman is a Personal Investment Advisor (PIA) at Merrill Lynch Wealth Management. In his role at Merrill, he provides financial guidance and investment strategies tailored to client needs. He holds a Bachelor's Degree and a Master's Degree from the Purdue University System. His academic background supports his expertise in wealth management and financial planning.

Jeffrey Locke is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is currently with AWM Capital, LLC, where he has worked since 2023. Prior to this, he held roles at Five Oceans Advisors and has a background that includes various positions in professional sports organizations. Locke serves as Treasurer and Board Member for The 3rd Decade, a nonprofit providing financial education and mentoring to underserved populations. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm manages approximately $1.15 billion through a multi-team staff of 24 advisors, focusing on liability-driven investing and asset allocation using an open-architecture platform.

Lawrence Lo is a financial advisor at Sowell Management with one year of industry experience. He holds a Series 65 designation and has worked at Sowell Management since 2025. Prior to this, he was Vice President of Global Business Development at Rayliant Investment Research, where he worked since 2017 and also serves as President of Rayliant Wealth. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, unified managed account solutions, and the ability to manage held-away accounts.

Phillip Anton is a financial advisor at Calton & Associates, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Newport Coast Securities, Wedbush Securities, and Brookstreet Securities. Outside of financial advising, he serves as a sports agent with Pro Sports Enterprises, facilitating introductions between coaches and athletes. Calton & Associates is a multi-team firm that serves individuals, retirement plans, trusts, estates, and business entities. The firm offers both fee-based portfolio management and commission-based brokerage and insurance products, using a variety of analytical approaches and managing assets through proprietary and third-party programs.

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 with Capital Analysts and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including prior roles at Horace Mann Investors, Inc. and Horace Mann Companies. Outside of his advisory work, he serves as President of the Covina Valley Optimist Club and is a Commissioner on the City of Covina Finance Advisory Commission. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base, including individual and high-net-worth investors, trusts, and charitable organizations, through a nationwide network of independent advisors and firm-managed programs. The firm combines discretionary investment management by an internal research team with non-discretionary advisory services and emphasizes institutional relationships and fiduciary responsibilities.

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.

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.

Shalen Stanley is a financial advisor at Packerland Brokerage Services, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Waddell & Reed Inc., and Top Flite Financial, Inc. In addition to his advisory role, Stanley is involved with Shalen Corporation, a business entity focused on tax preparation and real estate services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through various account management strategies and manages over $900 million in client assets.

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 advisor at Compound Planning, Inc. with 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, retirement plans, and financial intermediaries by offering discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm follows a fiduciary, goals-based investment process that incorporates a variety of strategies and technology partnerships to support portfolio oversight.

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.