Claudia Lin is a CFP® professional with seven years of experience in financial advising. She is currently with Sovran Advisors, LLC, where she has worked since 2024, following six years at Trilogy Financial and Trilogy Capital. Outside of advising, Lin serves as a board member of the Irwindale Chamber of Commerce and is an insurance agent specializing in 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 assets across a team of 53 advisors, employing a combination of advisor-managed and model portfolios tailored to client objectives.

Stacy Sternportman is a financial advisor at Hilltop Securities Inc. with 39 years of industry experience. She holds a Series 63 designation and has been with Hilltop Securities since 2008. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm offers a range of managed account programs and investment solutions through an open-architecture platform incorporating adviser-managed and model-based strategies.

Douglas Van Deren is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Wedbush Morgan Securities since 2006. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, including wealth management, fixed income, commodities, securities lending, capital markets, and prime services, managing approximately $5.68 billion in regulatory assets.

David Hendershott is a financial advisor at Brookwood Investment Group with 27 years of industry experience. He holds a Series 63 designation and has worked with Belpointe Asset Management since 2016, concurrently providing advisory services. Brookwood serves individual investors, businesses, and employer-sponsored retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies tailored to client objectives and operates a network of proprietary partner offices alongside multiple affiliated businesses in insurance, compliance, and accounting.

Jennifer Malek is a financial advisor with The Wealth Consulting Group who holds Series 63 and Series 65 licenses and has 27 years of industry experience. She has been with The Wealth Consulting Group since 2016 and has worked at LPL Financial since 2006. Outside of her advisory work, she is involved with Riman Skin & Body Products, a Korean skin and body care line. The Wealth Consulting Group provides fee-based wealth management, portfolio management, and financial planning services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party manager programs across multiple custodial platforms.

Luis Gonzalez is a Series 66-licensed financial advisor with 26 years of industry experience. He has been with Snowden Capital Advisors LLC since 2012, serving as a partner and managing director. He also holds leadership roles at related entities Snowden Account Services, Inc. and Snowden Insurance Services LLC. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities, utilizing customized model portfolios and a variety of investment tools while conducting ongoing due diligence and account reviews.

Roslyn Clark is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. She has been with Prosperitas Financial since 2024 and has also been involved with Prosum since 2011. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients through a 39-advisor team. The firm provides asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and financial institution consulting for individuals, trusts, pension plans, and businesses.

Jonathan Grimm is a financial advisor at Fortis Capital Advisors, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Tend Financial and Insurance Solutions, Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he is involved in insurance sales related to fixed insurance products. Fortis Capital Advisors serves a diverse client base including individuals, families, businesses, retirement plans, institutional clients, and other advisers, providing portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm offers customized advice through various investment strategies including discretionary management and ESG-oriented options, managing $1.615 billion in discretionary assets as of December 31, 2025.

Jeffrey McCarty is a financial advisor at Simplicity Wealth with 12 years of industry experience and holds a Series 65 credential. His work history includes roles at Prosperity & Legacy Wealth Management, Prestige Financial Advisors, and Virtue Capital Management, among others. In addition to his advisory work, he assists veterans with filing compensation and pension claims and is involved in legal document preparation services. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers a managed account platform with discretionary management and third-party model manager oversight.

Frank Virgallito is a CFP® with 20 years of industry experience, currently serving as an advisor at The AmeriFlex Group in Glendale, CA. His prior roles include positions at Cambridge Investment Research, Securities America Advisors, and National Planning Corporation. He is a board member and committee member of the Glendale Area Schools Credit Union. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers discretionary and non-discretionary 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.

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.

Chadwick Collins is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. Prior to joining Wedbush in 2022, he worked at Kestra Private Wealth Service and Kestra Investment Services from 2017 to 2022, as well as Wells Fargo Clearing and Wells Fargo Advisors. Collins is also CEO and Investment Adviser Representative of Stone Beacon Capital, operating through Wedbush Securities under a DBA. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering a range of brokerage and SEC-registered advisory services. The firm combines broker-dealer and capital markets capabilities with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

Merryll Mcelwain is a financial advisor at Prosperity - An EisnerAmper Company with six years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Wilmington Trust, MBSC Securities Corporation, and BNY Mellon. 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 focuses on asset allocation and diversification, offering both discretionary and non-discretionary management with access to third-party independent managers and model portfolios.

Lawrence Zerg is a financial advisor at Zacks Investment Management, Inc. with 38 years of industry experience. He holds a Series 63 designation and has worked at Dean Witter Reynolds Inc., LBMZ Securities, Inc., and Zacks Investment Management since 2006. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a quantitative and qualitative investment process driven by proprietary models and serves both direct clients and third-party advisers through a range of strategies and investment vehicles.

Mark Gustafson is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. He holds the Series 66 designation and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, WestPac Wealth Partners, Merlin Financial Services, and iO Acoustics. Gustafson also serves as a power of attorney for his mother and works as an independent insurance agent. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients through a 39-advisor team. The firm provides asset management, portfolio management, financial planning, retirement plan consulting, and other advisory services to individuals, trusts, pension plans, and businesses, using a range of securities and third-party managers when appropriate.

Michael Natzic is a financial advisor at Hilltop Securities Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at D.A. Davidson & Co. from 2013 to 2021. Outside of his advisory role, he serves as Finance Chair for Bear Valley Church and as Vice-Chairman for DOVES of Big Bear Valley, a domestic violence education and services organization. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs through an open-architecture platform and unique operational features including municipal bond strategies co-advised by Franklin Templeton Group and custody capabilities uncommon among enterprise advisers.

Robert Schultz is a financial advisor at NWF Advisory Services Inc with 25 years of industry experience. He holds a Series 66 designation and has been with NWF Advisory Group and NWF Advisory Services since 2005. Outside of his advisory role, he is involved in selling life, health, disability, and long-term care insurance through New World Financial & Insurance Services and markets himself under the DBA Artisan Capital Partners. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Ralph Dexter is a financial advisor with Prosperitas Financial, LLC, holding a Series 66 designation and over 40 years of industry experience. His prior roles include positions at Centaurus Financial INC. and RDD Wealth Management, as well as ownership of Dexter & Associates, a tax and accounting business. He manages client portfolios and performs stock research as part of his advisory work. Prosperitas Financial, LLC is a multi-team registered investment adviser serving approximately 1,745 clients with a team of 39 advisors. The firm provides comprehensive portfolio management, financial planning, and consulting services to individuals, trusts, pension plans, and businesses, employing diverse investment strategies including individual securities, third-party money managers, and ongoing portfolio monitoring.

Robert Sperling is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and over 42 years of industry experience. He has been with Wedbush Securities since 2001. Wedbush Securities serves a diverse client base that includes individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across various areas such as wealth management, fixed income, commodities, and capital markets, managing approximately $5.68 billion in regulatory assets.

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.