Deana Dyjor is a financial advisor with CRUX Wealth Advisors in Long Beach, CA, holding Series 65 and Series 66 licenses and 14 years of industry experience. Her prior work includes roles at Waddell & Reed, Inc. and Raymond James Financial Services. She is also involved in insurance sales through Crux Insurance. CRUX Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using various analytical methods and generally manages client accounts on a discretionary basis.

Grant Nabell is a financial advisor at Regatta Capital Group, LLC with a Series 65 credential and three years of industry experience. He has worked at Regatta Capital Group since 2021 and previously spent six years with J. White and Associates. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental analysis approach, constructing diversified portfolios of low-cost mutual funds and ETFs supplemented by individual securities, and offers additional services including retirement plan advisory, estate document generation, and digital-asset account facilitation.

Thomas Sneed is a financial advisor at Advanced Portfolio Strategies with four years of industry experience. He has worked with APS Management Group, Inc. since 2021 and Wicklow Advisors, Inc. since 2019, and was self-employed from 2011 to 2021. In addition to his advisory role, he holds credentials as a CPA and provides tax advisory services. Advanced Portfolio Strategies is a small team managing approximately $158.7 million for around 208 clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, pension plans, and businesses. The firm’s investment approach integrates fundamental, quantitative, and technical analysis with modern portfolio theory, providing tailored Investment Policy Statements and a range of strategies including long- and short-term trading and options.

Catherine Siphron is a financial advisor at Cheviot Value Management, LLC with a Series 65 credential and one year of industry experience. She has been affiliated with Cheviot Value Management since 2024 and has provided academic tutoring since 2004. Cheviot Value Management offers discretionary investment management and advisory services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach with fundamental analysis and diversification, complemented by additional services such as written financial planning and budget coaching.

Guido Cosenza is a financial advisor at CRUX Wealth Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors Inc. and Arete Wealth Management. CRUX Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach that integrates fundamental, technical, quantitative, and qualitative analysis, managing client accounts primarily on a discretionary basis with regular monitoring.

Mark Baksic is a financial advisor with Life Planning Advisors LLC in Garden Grove, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at Life Planning Advisors since 2024 and concurrently at Western International Securities, Inc. and The Precision Companies, where he serves as president. His other business activities include acting as an agent for accident and health, life, and variable insurance. Life Planning Advisors provides asset management, financial planning, estate, tax, and risk-management services primarily to individual and high-net-worth clients, as well as business entities. The firm emphasizes non-discretionary portfolio management using diversified, tax-efficient passive funds and ETFs, and refers clients to third-party managers for discretionary trading.

Kimberlea Archer is a financial advisor at Checchi Capital Advisers, LLC with Series 65, 63, and 66 licenses and one year of industry experience. She previously worked at BNY Mellon for 14 years before joining Checchi Capital Advisers. Checchi Capital Advisers, LLC provides discretionary portfolio management to high-net-worth individuals, institutions, and other advisers, managing over $2.5 billion in client assets. The firm uses proprietary quantitative models focused on index replication and statistical sampling, implementing portfolios with ETFs and direct securities while emphasizing tax optimization and transaction-cost reduction.

Benjamin Castillo is a financial advisor at Advanced Portfolio Strategies with one year of industry experience. He holds the Series 65 designation and previously worked at Centric Capital Advisors for four years. Advanced Portfolio Strategies provides advisory services to individuals, pension and profit-sharing plans, and business entities, utilizing a diversified, multi-strategy investment approach that includes fundamental, quantitative, and technical analysis as well as both long- and short-term trading techniques. The firm also offers insurance and annuity products and has a relationship with an online lending platform to assist clients with personal and business loans.

Alan Toman is a financial advisor with Regal Investment Advisors LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Regal Investment Advisors since 2018 and has prior experience with Lincoln Financial Securities Corporation and Bankers Life. Outside of his advisory role, Toman is active in the insurance sector, offering accident and health insurance, fixed and indexed annuities, and traditional life insurance products through American Senior Benefits and as an insurance agent. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and other registered advisers, serving a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios across various asset classes, with advisers selecting allocations and granting Regal authority to implement and manage strategies.

Kingsley Choi is a financial advisor at SteelPeak Wealth, LLC with 10 years of industry experience. He previously worked at Charles Schwab and Transglobal Advisory, LLC, and was involved in Otaku Coffee Lab, LLC. Additionally, he is licensed as an insurance agent, selling insurance products to clients. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and access to private placement investments, utilizing proprietary model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Sami Farag is a financial advisor at Copper Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Copper Financial, he worked at Independent Financial Partners, IFP Securities, UNIFY Financial Credit Union, and LPL Financial. He serves on the board of the Holy Resurrection Coptic Orthodox Church. Copper Financial primarily serves credit union members and provides financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing options. The firm offers services to both individual and institutional clients, including trusts and foundations, while acting as a fiduciary and conducting due diligence on portfolio managers.

Jonathan Belay is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. American Century Investments Private Client Group offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages client portfolios primarily through proprietary mutual funds and ETFs using model portfolios and strategic asset allocation.

Germon Mosley is a financial advisor at RBC Securities, Inc. with eight years of industry experience. He holds the Series 66 designation and has previously worked at City National Securities, Inc., UnionBanc Investment Services LLC, Citigroup, and Union Bank. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that constructs and implements asset allocation strategies using mutual funds, ETFs, SMAs, and individual securities.

Bryant Saydah is a CFP® with 31 years of industry experience, currently affiliated with RBC Securities, Inc. He has held positions at City National Securities and JPMorgan Chase Bank, among others. Based in Los Angeles, CA, Saydah holds Series 63 and Series 66 licenses. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm is integrated within a broader financial services group, offering financial planning, portfolio management, and ongoing reporting to its clients.

Jobani Sanabria is a financial advisor at Alexander Capital Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Outside of advisory work, he is involved as an insurance agent selling annuities and life insurance. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through discretionary and non-discretionary wrap-fee accounts. The firm uses a combination of cyclical, technical, and fundamental analysis alongside due diligence and employs both long- and short-term trading strategies.

Luke Dillon is a financial advisor at Apollon Wealth Management, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James and Associates before joining Apollon Wealth Management in 2022. Dillon also maintains a registered representative role at Purshe Kaplan Sterling Investments, Inc., and is involved in insurance sales. Apollon Wealth Management serves a diverse client base including individuals, families, businesses, and charitable organizations, offering comprehensive advisory services such as portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach integrates centrally managed strategies with local portfolio oversight, utilizing both fundamental and tactical methods alongside tax-aware tools and independent sub-managers.

Jimmy Wu is a financial advisor at Packerland Brokerage Services, Inc. with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has previous experience at Foresters Equity Services, Inc. and United Alliance Insurance, where he is involved in agent training and recruiting as well as personal insurance sales. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through various platforms including firm-managed portfolios and third-party co-advisory arrangements. The firm combines individualized financial planning with discretionary or non-discretionary account management and offers tools such as separately managed accounts and automated rebalancing.

Fariba Madison is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She previously worked at Western International Securities, Inc. for 13 years before joining Vanderbilt Advisory Services and Vanderbilt Securities, LLC. Outside of advisory work, she is involved in fixed insurance sales as an agent. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation approach supported by fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Mahshid Kamali is a financial advisor at SVB Wealth with Series 65 and Series 63 designations and two years of industry experience. She has worked at SVB Wealth since 2015 and is also a Client Service Specialist at First Citizens Bank & Trust, the parent company of SVB Wealth. SVB Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First Citizens Bank & Trust Company, with integrated banking, trust, and brokerage services.

Morris Amiri is a financial advisor at Sowell Management with 17 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at Sowell Management since 2018, with prior experience at Sunset West Advisors and D A Investments. Outside of his advisory role, he is the owner of GLC Management, a real estate company. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm provides investment management, financial planning, retirement-plan advisory, and related consulting services through a multi-branch independent contractor model with over 100 advisors.