Arlene Flores is a financial consultant with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and seven years of industry experience. She has been with Wedbush Securities since 2016. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of portfolio management, wealth management, and capital markets services.

Michael Murray is a financial advisor with Kinetic Investment Management, Inc. in Los Angeles, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at SagePoint Financial and Financial Network and operates an insurance agency offering life, health, disability, long-term care insurance, annuities, and Medicare products. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm uses a multi-method investment approach with a primary long-term trading orientation and offers portfolio management, financial planning, sub-advisory, and educational services.

Kenneth Yuen is a financial advisor with StoneX Advisors Inc. in Industry, CA, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked with StoneX Securities and StoneX Advisors since 2019 and has a background that includes insurance sales dating back over two decades. Outside of his advisory role, he owns and manages Shine Vista LLC, which is involved in buying, selling, and managing rental properties. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and related consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes proprietary and third-party investment models and platforms to implement strategies tailored to client needs.

Brian Victoria Madrigal is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes positions at City National Securities, D.A. Davidson & Co, J.P. Morgan Chase Bank, City National Bank, and Citibank. 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 integrates with affiliated entities, including a bank and trust company, offering portfolio management and financial planning supported by sub-advisory asset allocation strategies.

Daniel Stieff is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He previously worked at LPL Financial and Financial West Group. Outside of his advisory role, he serves as president of Daniel Stieff, Inc., a corporation established to manage his real estate holdings and tax matters. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers a broad range of services such as wealth management, fixed income, commodities, and securities lending, with portfolio management strategies tailored to client objectives and risk tolerances.

Michael Cheatham is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA. He holds the CFP® designation and Series 66 and 63 licenses, and has 12 years of industry experience, including roles at City National Securities, Inc., Wells Fargo Clearing, and Wells Fargo Bank. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm uses an affiliated sub-advisor for portfolio management and integrates its services within a larger financial services group that includes banking, trust, and municipal advisory businesses.

Roy Lin is a CFA® charterholder with 13 years of experience in the financial industry. He is currently with RBC Securities, Inc., where he has worked since 2026. Prior to that, he spent 11 years at U.S. Bancorp Advisors, LLC. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management with broader financial services, leveraging its affiliation with a bank parent and related entities.

Julie Babcock is a financial advisor with Snowden Capital Advisors LLC in Pasadena, CA, holding a Series 66 designation and 26 years of industry experience. She has been with Snowden Capital Advisors since 2012. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients with discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection. The firm combines multi-team scale with institutional capabilities, managing a diverse range of investment tools and offering specialized programs such as Assets Held Away and Held Away Retirement Plan Program.

John Arnold is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include positions at Raymond James & Associates, Merrill, and Citigroup Global Markets. He is also the founder and portfolio manager of Arnold Wealth Advisors. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm supports discretionary and non-discretionary portfolio management with a range of institutional research and operational capabilities.

Matthew Dupon is a CFP® with 28 years of experience in the financial industry. He is currently with Merit Financial Advisors and has previously worked at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, Hinds Financial Group Inc, and Cetera Wealth Services, LLC. Dupon is co-owner of Dupon Financial Group, Inc. and owner of The Bridgeway Group. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation supported by an internal investment team and committee, offering customizable model portfolios and various account options.

Nvard Kazarian is a Series 66 licensed financial advisor with 19 years of industry experience, currently working at Snowden Capital Advisors LLC. Since 2012, Kazarian has been associated with Snowden Account Services LLC as an investment and planning associate. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers a range of services such as discretionary and non-discretionary portfolio management, investment consulting, third-party manager selection, and financial and estate planning, utilizing a multi-team approach with institutional capabilities.

John Drevon is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63, 65, and 66 licenses and accumulating 35 years of industry experience. His prior roles include positions at Equitable Advisors LLC, Wedbush Morgan Securities, Raymond James Financial Services, Wells Fargo Clearing, and Prudential Equity Group. Wedbush Securities offers investment advisory and broker-dealer services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm provides a wide range of services such as wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Art Saldivar is a financial advisor at SVB Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo and First Citizens Bank. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate and pension clients. The firm employs an investment approach that includes due diligence on third-party managers and oversight by an Investment Committee, operating as a wholly owned subsidiary of First Citizens Bank with affiliated banking and asset management entities.

Larry Olea is a financial advisor with RBC Securities, Inc. in Whittier, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with City National Securities, Inc. and City National Bank since 2004. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, and retirement plans through a wrap-fee investment advisory program. The firm offers financial planning and portfolio management, leveraging an affiliated sub-advisor for asset allocation and investment implementation within an integrated financial services group.

Michael Gladstone is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and 34 years of industry experience. He has worked at Wedbush Securities since 2002 and was previously with UBS Financial Services from 1997 to 2002. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm supports both discretionary and non-discretionary portfolio management and maintains operational capabilities including custodial, clearing, and prime services.

Roger Gewecke is a CFA® charterholder with 18 years of industry experience. He has been with Clifford Swan Investment Counselors since 2007. The firm provides investment supervisory and wealth-planning services to a diverse client base including individuals, charitable institutions, foundations, pension and profit-sharing plans, and business owners. Clifford Swan manages approximately $4.48 billion in client assets, employing a research-driven investment approach focused on long-term, diversified portfolios across equities, fixed income, and select private investments.

Farris Mandilawi is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His prior roles include positions at City National Securities, HSBC Securities USA, MUFG Union Bank, and J.P. Morgan Securities. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, utilizing affiliated sub-advisor RBC Rochdale for portfolio management and asset allocation. The firm operates within a broad financial services group affiliated with a bank parent, offering integrated wealth management, trust, municipal advisory, and brokerage services.

Loretta Manzanares is a financial advisor with Snowden Capital Advisors LLC in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Snowden Capital Advisors and its related entities since 2014. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, investment consulting, and customized model portfolios often implemented through third-party managers, supporting a mix of U.S. and non-U.S. investment strategies.

Daniel Voytko is a financial advisor with Sovran Advisors, LLC and holds a Series 66 designation. He has three years of industry experience, including prior roles at CETERA Advisor Networks LLC, Integrative Wealth Partners, MML Investors Services LLC, and MassMutual Life Insurance Company. He also spent time affiliated with the Religious Order of Jehovah's Witnesses. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning, advisory services, and portfolio management across multiple program types. The firm employs a combination of active and passive investment strategies and offers access to third-party managers and unified managed account platforms.

Kathleen Chou is a financial advisor at Lifeworks Advisors, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Bright Advisers, LLC since 2010, serving as Operations Director. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management. The firm employs a planning-based or risk-based investment approach using model strategies that include factor-based equity, ETFs, and hedged models, and integrates tax and accounting services alongside insurance offerings through affiliated entities.