Isela Ortega Wu is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and 23 years of industry experience. She has worked at several firms, including Western International Securities, Inc. and Grove Point Investments LLC. 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 is affiliated with a broad financial services group and integrates portfolio management with related banking, trust, and advisory services.

Julie Foong is a financial advisor at Sovran Advisors, LLC with 16 years of industry experience. She holds the Series 65 and Series 63 credentials and has worked at firms including LPL Financial and Trilogy Capital, Inc. She is also the owner of The Financial Collective, where she provides financial planning and investment management services. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a mix of active and passive investment strategies through written investment policy statements and incorporates multiple custodial platforms and third-party management options.

Christianne Witrago is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. She previously worked at City National Securities, Inc. for three years and spent ten years at both Bank of America N.A. and Merrill. 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 with a broad financial services group, offering portfolio management and financial planning supported by affiliated sub-advisors and related financial entities.

Gary Friedle is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Advisors. 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 via an affiliated sub-advisor and operates within a broad financial services group affiliated with a bank parent and related entities.

Kenneth Donckels is an advisor at BFC PLANNING, Inc. with credentials including Series 63 and Series 65 licenses. He has multiple years of varied work experience across financial services and related industries, including roles at Berthel, Fisher & Company Financial Services, Inc., Herbert Financial, and Grant Thornton. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets and over 11,000 client relationships through a network of independent advisers offering flexible fee structures and multiple program options.

Kyeong Su Lee is a financial advisor at RBC Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at City National Securities, California Bank & Trust, and LPL Financial. He is also a licensed notary public. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, offering financial planning and portfolio management with investment strategies implemented by an affiliated sub-advisor.

Leo Wai is a financial advisor with Merit Financial Advisors in Pasadena, CA, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Commonwealth Financial Network, and JP Morgan Chase. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by centrally managed portfolios and customizable strategies.

David Lin is a CFA® charterholder with nine years of industry experience. He has been with Clifford Swan Investment Counselors since 2018 and previously served as CEO and portfolio manager at Clear Shore Group from 2016 to 2018. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, corporate pension and profit-sharing plans, and business owners. The firm manages approximately $4.48 billion in client assets and employs a fundamental research-driven approach to build long-term, diversified portfolios across equities, fixed income, and selected private investments.

Alysa Enriquez is a financial advisor with Prosperity - An EisnerAmper Company in Pasadena, CA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at KROST Wealth Management and Ameriprise Financial Services, LLC. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, retirement-plan advisory, and consulting services. The firm manages approximately $5 billion in assets with a focus on asset allocation and diversification, utilizing both discretionary and non-discretionary management strategies and third-party portfolio managers.

Claudia Lin is a CFP® and Series 65-registered financial advisor at Sovran Advisors, LLC with eight years of industry experience. Prior to joining Sovran Advisors in 2024, she worked at Trilogy Financial and Trilogy Capital for six years. She serves as a board member of the Irwindale Chamber of Commerce and owns a tax entity, Beaujee Wealth Boutique. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning and portfolio management services. The firm employs written investment policies and integrates active and passive strategies across multiple asset types, managing nearly $1.9 billion in assets through its team of over fifty advisors.

Douglas Van Deren is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Wedbush Morgan Securities since 2006. 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, including wealth management, fixed income, commodities, securities lending, capital markets, and prime services, managing approximately $5.68 billion in regulatory assets.

David Hendershott is a financial advisor at Brookwood Investment Group with 27 years of industry experience. He holds a Series 63 designation and has worked with Belpointe Asset Management since 2016, concurrently providing advisory services. Brookwood serves individual investors, businesses, and employer-sponsored retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies tailored to client objectives and operates a network of proprietary partner offices alongside multiple affiliated businesses in insurance, compliance, and accounting.

Camille Madison is a financial advisor at Valley Wealth Managers, Inc. with five years of industry experience. She holds the Series 66 designation and previously worked at Goldman Sachs and OneMain Financial. Valley Wealth Managers, Inc. is an SEC-registered adviser managing approximately $2.69 billion for individual and institutional clients. The firm’s investment process is client-driven, combining equities, fixed income, and cash, with portfolios typically holding individual securities alongside mutual funds and ETFs as appropriate.

Luis Gonzalez is a Series 66-licensed financial advisor with 26 years of industry experience. He has been with Snowden Capital Advisors LLC since 2012, serving as a partner and managing director. He also holds leadership roles at related entities Snowden Account Services, Inc. and Snowden Insurance Services LLC. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities, utilizing customized model portfolios and a variety of investment tools while conducting ongoing due diligence and account reviews.

Narek Mnatsakanian is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, including roles at City National Securities since 2016 and City National Bank from 2015 to 2016. 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 combines financial planning and portfolio management with access to an affiliated sub-advisor that implements diversified asset allocation strategies.

Jonathan Grimm is a financial advisor at Fortis Capital Advisors, LLC with six years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Tend Financial and Insurance Solutions, Eagle Strategies (NY Life), and New York Life Insurance Company. Fortis Capital Advisors serves a diverse client base including individuals, families, businesses, retirement plans, and institutional clients, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a mix of discretionary management, advisor-specific investment styles, and model portfolios utilizing passive, active, tactical, and blended strategies, with ESG options available.

Frank Virgallito is a CFP® with 20 years of industry experience, currently serving as an advisor at The AmeriFlex Group in Glendale, CA. His prior roles include positions at Cambridge Investment Research, Securities America Advisors, and National Planning Corporation. He is a board member and committee member of the Glendale Area Schools Credit Union. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers discretionary and non-discretionary 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.

Cesar Gomez is a financial advisor with RBC Securities, Inc. in Pasadena, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo, and CitiGroup Global Markets. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to affiliated sub-advisor RBC Rochdale. The firm integrates a broad financial services group, including banking, trust, municipal advisory, and trading businesses, supporting a wide range of client needs.

Steven Murphy is a CFP® with four years of industry experience, currently advising at Root Financial Partners. His prior roles include positions at USA Financial Securities and Sterling Wealth Partners. He has also worked in community and educational settings in Whittier, CA. Root Financial Partners provides investment management and financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm emphasizes diversified, passive investment strategies tailored to client objectives and also offers educational programs and paid online academies for financial education.

Zheng Nan Xu is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding CFP® and CFA® designations along with Series 65 and Series 63 licenses. He has eight years of industry experience, previously working at firms including Cetera, East West Bank, and HSBC. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, and retirement plans through a wrap-fee investment advisory program. The firm offers financial planning and portfolio management with investment strategies implemented by an affiliated sub-advisor, RBC Rochdale, and is part of a broader financial services group affiliated with a bank and related entities.