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 with Sovran Advisors, LLC in Pasadena, CA, holding two years of industry experience. He has been affiliated with Sovran Advisors since 2024 and previously operated at Pontrelli, Timour & Associates, Inc. since 2003. Outside of his advisory role, Timour is a partner in Soteria Business Solutions, a human resource outsourcing company, where he participates in board-level decision making. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management through various program types. The firm employs a mix of active and passive investment strategies, with a focus on customized implementation and technology-supported rebalancing.

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.

William Chapman is a Personal Investment Advisor (PIA) at Merrill Lynch Wealth Management. In his role at Merrill, he provides financial guidance and investment strategies tailored to client needs. He holds a Bachelor's Degree and a Master's Degree from the Purdue University System. His academic background supports his expertise in wealth management and financial planning.

Caroline Rakness is a financial advisor at Coppell Advisory Solutions LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at CreativeOne Wealth, Searchlight Investments, and Beverly Drive Financial & Insurance Solutions, where she also serves as a licensed insurance agent. Rakness has taught basic finance at Torrance Adult School and Santa Monica Community College. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to a diverse client base, including individuals, trusts, and charitable organizations. The firm uses an open-architecture platform with tailored investment strategies, combining fundamental and technical analysis across a wide range of asset classes and regularly rebalancing portfolios.

Jeffrey Locke is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is currently with AWM Capital, LLC, where he has worked since 2023. Prior to this, he held roles at Five Oceans Advisors and has a background that includes various positions in professional sports organizations. Locke serves as Treasurer and Board Member for The 3rd Decade, a nonprofit providing financial education and mentoring to underserved populations. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm manages approximately $1.15 billion through a multi-team staff of 24 advisors, focusing on liability-driven investing and asset allocation using an open-architecture platform.

Lawrence Lo is a financial advisor at Sowell Management with one year of industry experience. He holds a Series 65 designation and has worked at Sowell Management since 2025. Prior to this, he was Vice President of Global Business Development at Rayliant Investment Research, where he worked since 2017 and also serves as President of Rayliant Wealth. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, unified managed account solutions, and the ability to manage held-away accounts.

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 Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He previously worked at McDonald Partners LLC for 13 years and Wells Fargo Clearing for 4 years. 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 range of wealth management and capital markets services, with Financial Consultants acting as portfolio managers who tailor strategies to client objectives.

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, Inc. and Horace Mann Companies. Outside of his advisory work, he serves as President of the Covina Valley Optimist Club and is a Commissioner on the City of Covina Finance Advisory Commission. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base, including individual and high-net-worth investors, trusts, and charitable organizations, through a nationwide network of independent advisors and firm-managed programs. The firm combines discretionary investment management by an internal research team with non-discretionary advisory services and emphasizes institutional relationships and fiduciary responsibilities.

Stephen Ching is a financial advisor at Wedbush Securities Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at Wedbush Securities since 2010. In addition to his advisory role, he is a mortgage loan originator for US Bank. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm provides a wide range of services including wealth management, fixed income, commodities, and securities lending, with portfolio management tailored to client objectives and risk tolerances.

Andrew Daze is a financial consultant with Wedbush Securities Inc., holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Wedbush, he worked in various roles including freelance editing and bakery operations. Outside of finance, he has experience in small business management through his involvement with Eagle Rock Italian Bakery & Deli. 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, and securities lending, with a focus on customized portfolio management and institutional research.

John Knoth is a financial advisor at Wedbush Securities Inc. with 47 years of industry experience. He holds the Series 63 designation and has worked at Wedbush Securities since 2018, following 20 years at Morgan Stanley and its affiliates. Wedbush Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and broker-dealer services across wealth management, fixed income, commodities, securities lending, and capital markets. The firm provides both discretionary and non-discretionary portfolio management, as well as institutional research and prime services.

Andrew Hutcheson is a financial advisor at Wedbush Securities Inc. with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Raymond James & Associates, UBS Financial Services Inc., and Edward Jones. Outside of his advisory role, he is a co-owner of The Larchmont Chronicle, a newspaper based in Los Angeles, where he assists with administrative tasks. 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 institutional research, supporting both discretionary and non-discretionary portfolio management.

Kathleen Stovel is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has held previous roles at Cetera Wealth Services, MassMutual Life Insurance Company, Mass Mutual Investors Services, and VOYA Financial Advisors. In addition to her advisory work, she has been an insurance agent focused on fixed insurance products since 1991. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and retirement plan consulting. The firm uses a combination of advisor-driven strategies, internal portfolio models, and third-party strategist input, employing both active and passive investment exposures across multiple asset types.

Richard Kim is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. His career includes roles at DFPG Investments, M.S. Howells & CO, KLK Capital Management, and East West Bank. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a range of portfolio management and consulting services tailored to client goals and risk tolerance.

Kevin Cooper is a financial advisor at Becker Capital Management, Inc. with a Series 65 credential and over 25 years of experience in the financial industry. His prior experience includes roles at Capital Lending Resources, Inc. for 22 years and Wells Fargo Bank for 5 years. Becker Capital Management provides discretionary investment management and wealth-advisory services to a range of individual and institutional clients, using a combination of bottom-up security selection and top-down portfolio construction. The firm manages a registered mutual fund and private pooled vehicles, serving both traditional and alternative investment clients with an emphasis on asset quality and risk awareness.