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.

Lee Bishop is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 credential and one year of industry experience. He has also worked as an attorney specializing in estate planning through Bishop and Bishop. Prior to entering financial advising, Bishop held roles in legal and public defense positions and the restaurant industry. CreativeOne Wealth, LLC provides fee-based asset management and financial planning services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, including tax-aware and ESG investment options.

Charlotte Anten is a CFA® charterholder and holds a Series 63 license, currently working at Clifford Swan Investment Counselors with one year of industry experience. She previously worked at Northern Trust Company for nine years. 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 employs fundamental research to construct diversified portfolios and offers specialized services including private investment access and charitable trust administration.

Amy Gilbert is a financial advisor with RBC Securities, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. She previously worked at City National Securities, Inc., Hightower, Charles Schwab, and Fidelity, among other firms. Outside of her advisory work, she is involved in managing rental property with her family. 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 integrates investment management through its affiliated sub-advisor RBC Rochdale and is part of a broad financial services group affiliated with a bank and other financial entities.

Charles Lazzaro is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 designations and 56 years of industry experience. He has worked at Wedbush Morgan Securities since 2008 and previously at First Wall Street Corp. from 1997 to 2008. 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, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Kevin Luu is a financial advisor with Lifeworks Advisors, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Lifeworks Advisors since 2023, previously serving at Bright Advisers and Pih Investments. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management through a mix of planning-based and risk-based investment approaches. The firm integrates tax and accounting services and uses a proprietary client portal and advanced analytic tools to support its advisory process.

Ramon Ramos is a CFP®-certified financial advisor at RBC Securities, Inc. with two years of industry experience. He has worked at several firms, including LPL Financial and California Capital Management. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program, delegating investment management to its affiliated sub-advisor, RBC Rochdale. The firm is part of a broad financial services group affiliated with a bank, offering integrated services across trust, municipal advisory, and brokerage businesses.

Vibhore Bhaskar is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. He has been with City National Bank since 2007. Outside of his advisory work, he owns and manages rental properties through his single-member LLC. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans, utilizing a wrap-fee investment advisory program with portfolio management delegated to an affiliated sub-advisor. The firm is distinguished by its integration within a broad financial services group affiliated with a bank and related entities.

Robert Oda is a financial advisor with Global View Capital Management LLC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including a long tenure at Kaiser Permanente and roles in clinical laboratory science alongside his advisory work. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm’s investment approach centers on technical and quantitative analysis applied to ETFs and mutual funds, utilizing proprietary research from its wholly owned affiliate, AdvisorGuide, LLC.

Jack Shiebler is a Series 65-licensed advisor at AWM Capital, LLC with one year of industry experience. Prior to joining AWM Capital, he held roles at All Bases Covered Sports Management and Crossroads Equipment Lease and Finance, and he attended Chapin University from 2022 to 2026. AWM Capital, LLC serves high- and ultra-high-net-worth individuals, families, and private funds by providing fee-based investment management and comprehensive financial planning, including tax, estate, and business consulting. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios incorporating mutual funds, ETFs, separate account managers, and private placements.

Peter Sentance is a ChFC® credentialed financial advisor at ON Investment Management CO with 44 years of industry experience. His prior roles include positions at Ohio National Financial Services, Cambridge Investment Research Advisors, and Pacific Mutual Life Insurance Co. He serves as Chair of the board for Southern California Jr. Cricket in America, a nonprofit focused on charity fundraising. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of modular financial plans and access to third-party investment programs, operating with a dual-registration model that combines advisory and broker-dealer services.

John Diciaccio is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Snowden since 2012, following a 19-year tenure at Merrill. Snowden Capital Advisors serves a diverse client base, including 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, estate planning, and a range of advisory programs, combining multi-team scale with institutional capabilities and frequent use of third-party managers.

George Washington Jr. is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in a baking business assisting with bookkeeping and works as a DJ technician providing musical entertainment for high-value weddings. Foundations Investment Advisors LLC delivers financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a broad network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach to manage investments.

Neda Kanani is a Series 65-licensed financial advisor with eight years of industry experience. She has been with Kinetic Investment Management, Inc. since 2026 and also operates Kanani Financial & Insurance Services and Kanani Advisory Group Inc., both active for over nine years. Kanani is a licensed insurance agent and spends part of her time working in insurance services. Kinetic Investment Management serves individuals, including high-net-worth clients, 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 various analytical methods and may allocate client portfolios to higher-risk, potentially illiquid investments when appropriate.

Rafael Pando is a financial advisor with RBC Securities, Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at City National Securities, City National Bank, and Wells Fargo, where he worked from 2007 to 2021. Outside of his advisory work, he co-owns a rental property with family members. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program, utilizing discretionary asset-based fee accounts managed by an affiliated sub-advisor. The firm is distinguished by its integration within a broad financial services group affiliated with a bank parent and related entities.

James Stephan is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wedbush Securities since 2009 and previously worked at First Wall Street Corp. from 2001 to 2008. 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 among its offerings. The firm manages both discretionary and non-discretionary portfolio strategies tailored to client objectives and risk profiles.

Raafat Iskander is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Calton in 2015, he worked at J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. Outside of advising, he owns and operates a tax filing business, Alexander Wealth Management, LLC. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management and financial planning, offering both direct management through proprietary programs and third-party money manager recommendations.

Anthony Montenegro is a Series 65-licensed advisor with Gibbs Wealth Management, LLC, based in Pasadena, CA. He has 13 years of industry experience, including ownership of Montenegro Financial Inc. Outside of financial advising, he is involved in marketing and management through Black Mountain Marketing Inc. and holds a partial ownership in a hair salon business. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and a variety of analytical approaches to guide investment allocations.