Jon Mclaughlin is a financial advisor at Savvy with 16 years of industry experience. He holds a Series 65 designation and has worked previously at Signature Resources Capital Management LLC, One Wealth Management, and First Western Capital Management Company. In addition to his advisory role, he is licensed as a life insurance broker. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform.

Arynton Hardy is a financial advisor at Savvy with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Hardy Capital Investments, Bank of America, Merrill, and Axa Advisors. Outside of his advisory role, Hardy co-founded Nice Brew Co., LLC, a coffee and kombucha service, where he focuses on marketing and business strategy. Savvy provides customized discretionary and non-discretionary investment and wealth management to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a blend of index-based core strategies and tailored approaches, including direct indexing with tax-loss harvesting, and integrates technology platforms and third-party resources to deliver its services.

Ashley Lamothe is a financial advisor with Snowden Capital Advisors LLC in Pasadena, CA, holding a Series 66 designation and four years of industry experience. She previously worked at Vermilion Cliffs Partners/Cinnabar Operating from 2016 to 2022. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes customized model portfolios as well as third-party managers to provide a range of investment solutions.

Malcolm Maclennan is a financial advisor with NFSG Corporation in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Newbridge Securities Corporation, FSC Securities Corp, and Oppenheimer. He is also involved in insurance sales as an agent. NFSG Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers customized portfolios using a blend of fundamental, technical, and cyclical analysis, often employing third-party asset managers and delivering services on both a discretionary and non-discretionary basis.

Ali Matin is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Wedbush Securities since 2015 and previously spent a year with Wells Fargo Clearing. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Jonathan Di Gerolamo is a financial advisor at Kinetic Investment Management, Inc. with a Series 65 designation and six years of industry experience, including prior roles at Finish Strong Financial Services and his family insurance business. He is based in Los Angeles, CA. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a multi-method investment approach with a long-term focus and offers educational seminars for clients.

Dustin Hansen is a financial advisor at RBC Securities, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked previously at U.S. Bank, U.S. Bancorp Investments, Inc., Unionbanc Investment Services, MUFG Union Bank, and Wells Fargo in various roles. 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 operates as both an SEC-registered investment adviser and a FINRA broker-dealer, offering financial planning, portfolio management, and ongoing reporting to clients.

John Brouillard Jr. is a CFA® charterholder and holds a Series 66 license, with 15 years of industry experience. He is currently affiliated with RBC Securities, Inc. and has been with City National Securities, Inc. since 2015. Outside of his advisory role, he is involved with Summer Search, a charitable foundation, where he leads the planning committee for an annual golf and tennis fundraiser event. 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 investment management services with a broad financial services group affiliated with a bank parent, offering financial planning, portfolio management, and ongoing reporting to its clients.

Shannon Loewenberg is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 designations and seven years of industry experience. Her previous roles include positions at Commonwealth Financial Network, Morgan Stanley, and TD Ameritrade. 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 solutions alongside discretionary and non-discretionary portfolio management.

Jared Goodman is a Series 66-licensed financial advisor with Wedbush Securities Inc. in Pasadena, CA, bringing 12 years of industry experience. Prior to joining Wedbush in 2025, he spent 12 years at McDonald Partners. Outside of his advisory role, he serves as president of Goodman Wealth Advisors and is involved in commercial real estate finance consulting. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm provides a range of wealth management solutions, including discretionary portfolio management and institutional research, supported by custodial, clearing, and prime services.

Kristoffer Fu is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. He previously worked for J.P. Morgan Securities for nine years before joining Kestra in 2021. Fu is also the founder and strategic business advisor of DayOne Strategic Advisers, where he consults with business owners on valuation and wealth gap strategies. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers access to a broad range of investment products and specialized service platforms.

Joseph Rubinstein is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He worked at UBS Financial Services from 1999 to 2004 before joining Wedbush Morgan Securities, where he has been since 2004. 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, including discretionary and non-discretionary portfolio management.

Scott Schomer is a financial advisor at Integrity Advisory Solutions with 10 years of industry experience and holds a Series 65 credential. He has previously worked at Abundance Financial Coaching and operated Schomer Wealth Advisors and Align Financial Coaching. In addition to his advisory role, Schomer is a principal and attorney at Schomer Law Group, APC, teaches a course on wills and trusts as an adjunct professor at Loyola Law School, and serves as treasurer on the board of the nonprofit OPICA. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of asset-allocation strategies and third-party platforms to tailor portfolios for its diverse client base.

Leyton Bohren is a Series 65-licensed financial advisor with Lifeworks Advisors, LLC, bringing one year of industry experience. Prior to joining Lifeworks Advisors, he held accounting roles at Green Dot Bank while completing his education and work history spanning from 2014. Outside of advisory work, he is employed as a staff accountant at Green Dot Bank. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses with wealth management, financial planning, and portfolio management services. The firm uses both planning-based and risk-based investment approaches, integrates tax and accounting capabilities, and employs quantitative and fundamental analysis supported by artificial-intelligence tools.

Robert Skillestad is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials and having 39 years of industry experience. He previously worked at RBC Capital Markets from 1996 to 2003 before joining Wedbush in 2009. Outside of his advisory work, Skillestad is involved with several non-investment-related businesses including Future Genetics, Future Cross Genetics, Bulls Eye Ranch Meats, and Skillestad Land & Cattle, all based in Billings, Montana. Wedbush Securities provides both investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and an asset management group overseeing multiple investment platforms.

Chun Yong Liu is a financial advisor at Kovack Advisors, Inc. with five years of industry experience. Prior to joining Kovack Advisors and Kovack Securities in 2025, he worked at Ameriprise Financial Services from 2020 to 2024 and at Wayal Health Sciences and Andorra Life LLC from 2017 to 2020. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients. The firm uses a risk-tolerance based approach supported by Envestnet technology, combining internally created models with third-party managers to offer both model-based and advisor-managed solutions.

Charlie Deaver is a financial advisor at Sovran Advisors, LLC with one year of industry experience. He is also the owner and principal of Greyhawk Brokers LLC, a property and casualty and group benefit insurance firm. Prior to Sovran Advisors, he worked at Cornerstone Preferred Insurance for eight years. 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, offering tailored portfolio management and financial planning solutions using a combination of advisor-managed and model portfolios.

Lawrence Stone is a financial advisor with Mutual Advisors, LLC, holding a Series 63 designation and bringing 32 years of industry experience. His prior roles include positions at National Planning Corporation and Financial Security Management, Inc. Outside of his advisory work, he serves on the board of Endera Corporation, a company focusing on turnkey electric vehicle solutions. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, providing asset management, financial planning, and consulting services. The firm employs a blend of active and passive investment strategies tailored to client objectives and is notable for its scale, institutional expertise, and use of multiple analytical approaches in portfolio management.

Steven Schwary is a financial advisor at Wedbush Securities Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, and Citigroup Global Markets. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm’s offerings include wealth management, fixed income, commodities, securities lending, capital markets, and portfolio management tailored to client objectives and risk tolerances.

Deana Jackson is a financial advisor with Kinetic Investment Management, Inc. She holds Series 63 and Series 65 licenses and has been in the financial services industry since 2009. Prior to joining Kinetic in 2026, she worked at 300 Financial Group and Open Financial Solution. She also provides annuities and life insurance products through 300 Financial Group, earning commissions from these sales and servicing activities. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach using a mix of analytical methods and may allocate client portfolios to higher-risk investments when appropriate.