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.

Jesus Quezada is a financial advisor at Alexander Capital Wealth Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Crown Capital Securities, Regal Investment Advisors, and Regulus Advisors. Outside of his advisory role, he is a partner in Valzada Industries, where he engages with homeowners and tradesmen to support community rebuilding efforts. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients for capital markets and M&A advisory. The firm employs a top-down, asset-allocation investment process that integrates proprietary technical analysis with fundamental review and uses discretionary management, sub-advisers, and model portfolios.

James Chu is a financial advisor at Virtue Capital Management, LLC with nine years of industry experience. He holds a Series 66 credential and has worked at firms including Transamerica Financial Advisors, Waddell & Reed, and World Financial Group. Outside of finance, he was involved with Wonderland Design Inc. for over two decades. Virtue Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified plans. The firm uses active tactical, strategic, and dynamic investment strategies combined with quantitative analysis and third-party manager selection to tailor portfolios to clients’ objectives and risk tolerances.

Ivan Parry is a financial advisor at RBC Securities, Inc. with 29 years of industry experience. He holds a Series 66 designation and has worked at City National Securities, Inc., Western International Securities, Inc., and NPB Financial Group, LLC. 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 integrates portfolio management with banking and trust services, serving a broad client base including high-net-worth individuals.

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.

Richard Eddy Jr. is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at CONA Investment Advisors, LLC from 2010 to 2018 and has been an independent insurance agent since 2005. Outside of advising, he provides business consulting for Cobblestone Applied Research & Evaluation Inc., focusing on leadership development and business process improvement, and serves as vice president of the Sierra La Verne Homeowners Association. Creativeone Wealth, LLC delivers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

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.

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.

Roberto Groag is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds the Series 66 and Series 63 designations and has been with TIAA-CREF since 2007. Outside of his advisory role, he is a co-owner of a real estate LLC with his brother. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management, with a fiduciary standard applied to its advisory services.

Brian Yip is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses and four years of industry experience. He has held roles at Transamerica Financial Advisors since 2026 and also works as an accountant for Green Dot Public Schools and as a business development coordinator for Advantec Consulting Engineers. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services with proprietary and third-party investment models. The firm operates as both a registered broker-dealer and RIA, providing a range of fee-based and commission-based products.

Derek Mclaughlin is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 and 65 licenses. He has 16 years of industry experience and has worked at Commonwealth Financial Network and Advisory Group West since 2009. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including custom portfolio solutions and wealth management, supported by comprehensive back-office operations and technology.

Miles Bresee III is a financial advisor with GWN Securities Inc. in Glendora, CA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Ameritas Investment Corp., Capital Choice Financial Services, and CCF Investments, Inc. Bresee serves as treasurer for the Pasadena Scottish Rite, a nonprofit organization, and holds a similar oversight role at Grace Church. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports a large network of advisors and employs a range of investment approaches, including legacy market-timing and momentum strategies.

Charles Hackerman is a CFA® charterholder and holds a Series 65 license with 25 years of industry experience. He has been with Cerity Partners LLC since 2023 and previously spent 25 years at Gamble Jones Investment Counsel. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, estates, corporations, charitable institutions, foundations, and other institutional investors. The firm manages approximately $126.9 billion in client assets and offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Justin Brennan is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Capital Group Private Client Services in 2021, he worked for Capital Bank and Trust Company from 2016 to 2021. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a minimum of $5 million in assets. The firm employs a multi-manager approach called the “Capital System,” emphasizing fundamental research and a long-term investment horizon.