Seungnam Lee is a financial advisor at Wedbush Securities Inc. with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wedbush Securities since 2015, including a role at Wedbush & Co., LLC since 2024. 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, combining capital markets, wealth management, and prime services with approximately $5.68 billion in regulatory assets under management.

Michael Aaron is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Wedbush Securities since 2012. 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 and capital markets functions. The firm manages approximately $5.68 billion in regulatory assets and provides both discretionary and non-discretionary managed accounts alongside commission-based brokerage arrangements.

Christina Hospedales is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing nine years of industry experience. She has been affiliated with Kestra Private Wealth Services, Kestra Investment Services, and PSM Private Wealth Management since 2015. Outside of advisory duties, she is a notary and has served in various administrative and assistant roles within the investment industry. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets as of the end of 2025. The firm serves both individual and institutional clients, offering a broad range of investment products and platforms with discretionary and non-discretionary arrangements.

Jeremy Kovacs is a CFA® charterholder with seven years of industry experience. He currently works at Perigon Wealth Management, LLC and previously held positions at Merrill and BNY Mellon NA. Perigon Wealth Management offers tailored investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and banking institutions. The firm emphasizes individualized portfolio construction and ongoing oversight of sub-advisors and wrap-fee programs, with a distinctive focus on servicing banking and thrift institutions.

Leah Woods is a financial advisor at RBC Securities, Inc. with five years of industry experience. She holds a Series 66 designation and previously worked at City National Securities, Inc. and ATB Securities Inc. Outside of her advisory role, she co-owns a small non-investment rental business with her husband. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning and portfolio management, with investment strategies implemented by an affiliated sub-advisor using a range of mutual funds, ETFs, and separately managed accounts.

Raphy Timour is a financial advisor at Sovran Advisors, LLC with one year of industry experience. He has been associated with Pontrelli, Timour & Associates, Inc. since 2003. Outside of his advisory role, he is a partner in Soteria Business Solutions, a human resource outsourcing company. 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 about 53 advisors, offering customized portfolio management and a range of investment solutions.

Jordan Mangaliman is a financial advisor at CoreCap Advisors with one year of industry experience. He holds a Series 65 designation and previously worked for nine years at Goldline Financial. Outside of his advisory role, he is also an insurance producer with National Life Group and Cavalier Associates, focusing on life insurance sales. CoreCap Advisors provides discretionary investment and portfolio management as well as financial planning services to individuals, retirement accounts, and institutional clients. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors while maintaining discretionary oversight.

Mateo Pastrana is a financial advisor at RBC Securities, Inc. with two years of industry experience. Prior to joining RBC Securities, he worked at City National Securities, Inc. from 2022 to 2025 and has educational experience at the University of Southern California and The American University. Outside of his advisory role, he works as a contractor for Rover, providing dog walking and pet sitting services. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to its affiliated sub-advisor, RBC Rochdale. The firm is part of a broad financial services group affiliated with a bank and related entities, providing integrated service offerings and intercompany referral arrangements.

Jacob Berkman is a financial advisor at Kinetic Investment Management, Inc. in Los Angeles, CA, holding a Series 65 designation. He has been with Kinetic since 2025 and has prior experience at NYLIFE Securities LLC and New York Life Insurance Co. He also worked in residential development and retail before entering the financial services industry. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with approximately $348 million in assets under management. The firm uses a combination of analytical methods within a primarily long-term trading approach and offers services including portfolio management, financial planning, and sub-advisory support.

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.

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 been with Calton & Associates since 2016. Outside of his advisory role, Anton works as a sports agent, facilitating introductions between coaches and athletes and serving as a point of contact. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, and access to third-party money managers. The firm provides multiple program structures and combines analytic approaches ranging from fundamental and technical analysis to covered-call strategies.

Luke Miller is a financial advisor with RBC Securities, Inc. in Los Angeles, CA. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at City National Securities, CNR Securities, City National Rochdale, and EnRich Financial Partners. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm uses an affiliated sub-advisor for portfolio management and provides financial planning, ongoing reporting, and custodial services.

Noah Stomberg is a financial advisor at RBC Securities, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Equitable Advisors, LLC. Outside of finance, he has been involved with Fieldings Local Kitchen & Bar. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee advisory program. The firm manages portfolios using mutual funds, ETFs, SMAs, and individual securities, and operates within a broader financial services group affiliated with a bank and related entities.

Michael Powers is a financial advisor with Wedbush Securities Inc. in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He previously worked at McDonald Partners LLC for 13 years before joining Wedbush Securities in 2025. Wedbush Securities serves a diverse client base that includes individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered advisory services, including wealth management, fixed income, commodities, securities lending, and capital markets, supported by extensive clearing, custodial, and prime services capabilities.

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 and Horace Mann Companies. He serves as president of the Covina Valley Optimist Club, a nonprofit organization that provides youth sports scholarships, and is also a commissioner on the City of Covina Finance Advisory Commission. Capital Analysts serves a diverse client base ranging from individual investors to corporate clients and offers both discretionary and non-discretionary portfolio management through various programs. The firm’s in-house Investment Management & Research team drives investment decisions using proprietary screening processes, and advisors may customize portfolios or select third-party managers depending on client needs.

Stephen Ching is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at Wedbush Securities since 2010 and concurrently at Skyline Financial Corp since 2008. In addition to his advisory roles, Ching is also employed as a mortgage loan originator with US Bank. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions. The firm offers a range of brokerage and SEC-registered investment advisory services, managing approximately $5.68 billion in regulatory assets and providing solutions across wealth management, fixed income, commodities, and capital markets.

Andrew Daze is a financial advisor with Wedbush Securities Inc. in Pasadena, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wedbush, he worked at Eagle Rock Italian Bakery & Deli for two years and has experience in editing, plastics manufacturing, and hospitality. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers both brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services.

John Knoth is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and bringing 46 years of industry experience. He previously worked at Morgan Stanley & Co., Incorporated for 11 years before joining Wedbush Securities. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors by offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm integrates broker-dealer and capital markets functions with clearing, custodial, and prime services, managing approximately $5.68 billion in regulatory assets.

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 with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior work includes roles at UBS Financial Services, Raymond James & Associates, and Onward Advisors. Outside of finance, he is a co-owner of The Larchmont Chronicle, a newspaper in Los Angeles. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm operates multiple managed account programs and provides clearing, custodial, and execution services, with a distinctive combination of broker-dealer, capital markets, and prime services functions.