Eddie Fung is a financial advisor at Wedbush Securities Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wedbush Securities since 2015. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

Jeremy Leibowitz is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Prosperitas Financial, LLC since 2023. He previously worked at GWN SECURITIES, Inc. and Axa Advisors, LLC. Leibowitz is involved in financial planning activities outside of traditional investment advice, including consulting on disability insurance, advising on long-term care insurance, and providing referrals for estate planning services. He is also a member of the Dave Ramsey SmartVestor program. 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 offers asset management, comprehensive portfolio management, financial planning, and consulting services to individuals, trusts, pension plans, and businesses, utilizing a wide range of securities and third-party money managers with ongoing monitoring aligned to client objectives.

Patrick Selway is a financial advisor at Blackridge Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Gold Coast Securities, Inc. for 20 years. Outside of his advisory role, he serves as a notary public and is a speaker with Saife & Toastmasters, Inc. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm employs a client-driven investment process and offers both discretionary and non-discretionary management through various custodians and third-party managers.

Tyler Malinger is a Series 66-licensed financial advisor with Hilltop Securities Inc., where he has worked since 2019. He has six years of industry experience, including seven years at Move Inc. prior to joining Hilltop. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a variety of portfolio management programs through an open-architecture platform, with capabilities including municipal bond strategies co-advised by Franklin Templeton Group and custody services uncommon among enterprise advisers.

Christopher Ingram is a financial advisor with Prosperitas Financial, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Next Financial Group Inc since 2007 and joined Prosperitas Financial in 2021. Ingram is involved in several business activities including managing his own investment advisory firm, Ingram Financial Solutions, and acting as an agent for fixed insurance products and mortgage sales. He is also a sponsored athlete promoting vitamin and supplement products. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients through a team of 39 advisors. The firm provides asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and financial institution consulting for individuals, trusts, pension plans, and businesses, using a variety of investment vehicles with ongoing monitoring and rebalancing.

Jesus Sunga is a financial advisor at Wedbush Securities Inc. in Irvine, CA, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Wedbush Securities since 2013. 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.

Edward Suero is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at LPL Financial, LOGIX Federal Credit Union, Unionbanc Investment Services, Bank of America, and Merrill. Outside of his advisory work, he is the founder and content creator of Be Grounded Inc, a business focused on transformative mindfulness and meditation. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, financial planning, retirement consulting, and referrals to third-party managers. The firm emphasizes discretionary portfolio management with tailored strategies using multiple analytic approaches and offers flexible fee arrangements primarily based on assets under management.

Howard Martinez is a financial advisor at Prosperitas Financial, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Kinecta Financial & Insurance Services, LLC and LPL Financial, LLC for nine years. Martinez has also participated as a research study participant outside of his advisory duties. 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, financial planning, retirement plan consulting, and services for individuals, trusts, pension plans, and businesses, employing a diversified investment approach with ongoing portfolio monitoring and third-party manager integration when appropriate.

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.

Jacob Quiroz is a CFP® and holds a Series 66 license with two years of industry experience. He currently practices at Earned Wealth Advisors, LLC, having joined in 2026 after roles at Abacus Wealth Partners, BakerAvenue Wealth Management, and Aspiriant LLC. Prior to his financial advisory career, his background includes positions at Kaiser Permanente, Tiffany & Co., and Edward Jones. Earned Wealth Advisors serves individual and institutional clients, particularly physicians, dentists, and their practice employees, offering comprehensive financial planning, discretionary wealth management, and retirement plan consulting. The firm utilizes independent investment managers, model portfolios, and a third-party consultant while providing access to alternative investments and employs tools like Monte Carlo analysis and automated tax-loss harvesting.

Thomas Kang is a financial advisor at Wedbush Securities Inc. with 10 years of industry experience. He has been with Wedbush Securities since 2015 and holds the Series 66 designation. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account programs alongside commission-based brokerage arrangements.

Max Seeget is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He has worked at Wedbush Securities Inc. since 2014. Wedbush Securities serves individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, advanced clearing, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

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 and holds a Series 66 designation. Prior to joining MissionSquare in 2022, he worked at Edward Jones from 2019 to 2022 and has held various roles in education and other sectors. Outside of his advisory role, he manages rental apartment properties as an onsite manager. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and advisory services. The firm offers personalized investment advice through its Guided Pathways program, utilizing models and portfolios developed by Morningstar Investment Management and supported by a multi-team advisory structure.

Terence Welsh is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior experience includes roles at Wedbush Securities dating back to 2017 and at D.A. Davidson & Co. from 2015 to 2017. Wedbush Securities serves a diverse range of clients, including individuals, high-net-worth investors, foundations, and institutions. The firm offers brokerage and SEC-registered investment advisory services, managing approximately $5.68 billion in assets, and provides a mix of managed account solutions alongside commission-based brokerage and capital markets services.

Austin Gewecke is a CFA® charterholder with four years at Clifford Swan Investment Counselors and a total of six years in the financial industry. His prior experience includes roles at Stifel, Cambridge Associates, and Vulcan Capital. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to a range of clients, including high-net-worth individuals, charitable institutions, and corporate pension plans. The firm employs proprietary fundamental research for equities and fixed income and offers tailored, long-term diversified portfolios with access to private investments.

James Kennally is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Wedbush Morgan Securities since 2002. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm combines broker-dealer, capital markets, custody, clearing, and prime services with managed account solutions and commission-based brokerage arrangements.

Jack Balestrieri is a Series 66 licensed advisor at Wedbush Securities Inc. with two years of industry experience. Prior to joining Wedbush, he worked at First Trust Portfolios L.P. and First Trust Advisors L.P. He also has experience outside the financial sector, including a role at Caddie Now. Wedbush Securities serves a diverse client base, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account programs alongside commission-based brokerage arrangements.

Jennifer Brown is a financial advisor at Prosperitas Financial, LLC with 21 years of industry experience. She holds a Series 66 designation and has been with Prosperitas since 2022, alongside managing Brown Investment Management since 2015. Brown is also the owner and CEO of The Investor Card LLC, a financial and technology startup, and maintains a licensed insurance agency focusing on life and health insurance. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients through a 39-advisor team. The firm provides comprehensive portfolio management, financial planning, and consulting services to individuals, trusts, pension plans, and businesses, utilizing a range of investment vehicles and third-party managers tailored to client objectives.

Perry Johnson III is a CFP® with 14 years of industry experience, currently serving as a financial professional at Sovran Advisors, LLC in Pasadena, CA. His career includes roles at LPL Financial, Trilogy Financial Services, and National Planning Corporation. He is also the owner of The Financial Collective, providing financial planning services. Sovran Advisors serves a diverse client base including individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers financial planning and portfolio management through a combination of advisor-managed portfolios, model portfolios, and third-party managers, with client accounts regularly reviewed for alignment with objectives.