Jonathan Grimm is a financial advisor at Fortis Capital Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at New York Life Insurance Company, NYLIFE Securities LLC, Eagle Strategies, and Tend Financial and Insurance Solutions. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized advice through a mix of discretionary management and various investment strategies, including ESG options, and manages $1.615 billion in discretionary assets as of December 31, 2025.

Cesar Gomez is a financial advisor with RBC Securities, Inc. in Pasadena, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo, and CitiGroup Global Markets. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to affiliated sub-advisor RBC Rochdale. The firm integrates a broad financial services group, including banking, trust, municipal advisory, and trading businesses, supporting a wide range of client needs.

Steven Murphy is a CFP® with four years of industry experience, currently advising at Root Financial Partners. His prior roles include positions at USA Financial Securities and Sterling Wealth Partners. He has also worked in community and educational settings in Whittier, CA. Root Financial Partners provides investment management and financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm emphasizes diversified, passive investment strategies tailored to client objectives and also offers educational programs and paid online academies for financial education.

Chadwick Collins is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes positions at Kestra Private Wealth Service, Kestra Investment Services, Wells Fargo Clearing, and Merrill. He is also the CEO and Investment Advisor Representative of Stone Beacon Capital. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients across a range of wealth management, fixed income, commodities, and capital markets offerings.

Erik Johnson is an investment adviser representative at Virtue Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked with several firms including Primerica Financial Services and Lifemark Securities Corp. In addition to his advisory role, he is an independent insurance agent and has a role as director of sales and operations at Infinite Insurance & Financial Services. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with customized portfolio management, financial planning, and consulting services. The firm employs a multi-team model and integrates tactical, strategic, and dynamic investment approaches, supported by due diligence from an investment committee.

Merryll Mcelwain is a financial advisor at Prosperity - An EisnerAmper Company with seven years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Wilmington Trust, MBSC Securities Corporation, BNY Mellon, and Morgan Stanley. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, using both discretionary and non-discretionary management with third-party managers and technology platforms to support client needs.

Carl Grande is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and eight years of industry experience. He has worked at CG Financial, Allstate Insurance, National Life Group, and Farmers Insurance. He is also the CEO of CG Financial, an insurance and financial services firm based in Covina, CA. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach combines manager selection and monitoring with tactical and strategic allocation, supplemented by fundamental analysis of individual securities.

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.

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, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at Western International Securities, Inc. for six years and Financial West Group for five years. Outside of finance, he is a minister involved in ministry-related book sales and speaking engagements, dedicating around 12 hours per week to these activities. Alexander Capital Wealth Management LLC serves individual and high-net-worth clients, as well as certain institutional clients, offering investment advisory and capital markets/M&A advisory services. The firm employs a top-down, asset-allocation investment process that integrates technical analysis and fundamental review across multiple advisory teams.

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.