Justin Renteria is a financial advisor with Flagstar Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and eight years of industry experience. His career includes roles at CNR Securities, LLC, City National Rochdale, MML Investors Services, LLC, and Massachusetts Mutual Life Insurance Company. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages discretionary accounts across various asset classes and employs a multi-manager approach supported by Envestnet PMC.

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.

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.

Derek Ruan is a financial advisor at SteelPeak Wealth, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Signature Estate & Investment Advisors LLC. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, and family offices. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement investment consulting, implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

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.

Jonathan Sheen is a financial advisor at SteelPeak Wealth, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Apollo Global Management, Western Asset Management, and several entrepreneurial ventures such as Frill Marketing LLC and Traderlink LLC. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, and private funds. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, utilizing proprietary and custom model portfolios alongside due diligence on private securities for accredited clients.

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.

Joshua Ryngler is a financial advisor at Sapient Capital LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Twist Capital for three years. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios across various asset classes and acts as a fiduciary when advising retirement accounts.

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.

Olivia Di Napoli is a financial advisor at Westmount Partners, LLC with one year of industry experience. She holds a Series 66 credential and has worked previously at firms including 1st Century Bank, Bank of America, Merrill, JPMorgan Chase, and First Republic Bank. Westmount Partners provides investment advisory and discretionary portfolio management services to a range of individual and institutional clients. The firm emphasizes tailored asset allocation through mutual funds and managed strategies and is notable for managing multi-manager private funds and acting as a private fund adviser and sub-advisor.

Jeffrey Girard is a financial advisor with Gibbs Wealth Management, LLC in Glendale, CA, holding a Series 65 credential and two years of industry experience. His work history includes roles at Total Financial Wealth Management, Total Financial Solutions, Inc., and Great White Pool and Spa, Inc. He is also involved as an administrative assistant with TFS Financial Insurance Services. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model portfolios, utilizing third-party platforms and strategists to implement investment strategies.

Randall Zaharia is a CFA® charterholder with 23 years of industry experience. He has been with Clifford Swan Investment Counselors since 2000. Clifford Swan Investment Counselors serves individuals, charitable institutions, foundations, and business owners, managing approximately $4.48 billion in client assets. The firm uses proprietary fundamental research to construct long-term, diversified portfolios across equities, fixed income, and private investments, and provides a range of wealth-planning and administrative services.

Billy Yeh is a financial advisor at Clifford Swan Investment Counselors with 10 years of industry experience. He previously worked at Steel Peak Wealth Management, Mid Atlantic Capital Corporation, and JSF Financial LLC. Yeh holds the Series 66 designation. Clifford Swan Investment Counselors serves high-net-worth individuals, charitable institutions, foundations, private corporate pension and profit-sharing plans, and business owners. The firm employs proprietary fundamental research and credit-focused fixed-income analysis to build long-term, diversified portfolios and offers specialized services including private-investment sourcing and charitable trust administration.

John Mcparlane 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. Prior to joining Wedbush in 2009, he worked at First Wall Street Corp. for eight years. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm offers a range of solutions such as wealth management, fixed income, commodities, and capital markets services, combining discretionary and non-discretionary portfolio management with extensive operational capabilities.

Edward Mobbs is a financial advisor at Americana Partners, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at firms including RBC Capital Markets and City National Bank. Outside of his advisory role, Mobbs is also licensed as an insurance agent and provides insurance and annuities recommendations in California. Americana Partners offers financial planning, consulting, discretionary investment, and wealth management services to individuals, corporations, trusts, estates, and charitable organizations, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios through ongoing consultations and discretionary management, utilizing a wide range of investment vehicles and alternative strategies tailored to client needs.

Kevin Cavanaugh is a Series 65-licensed financial advisor at Clifford Swan Investment Counselors with 11 years of industry experience. He has been with Clifford Swan since 2011. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, pension and profit-sharing plans, and business owners. The firm manages approximately $4.48 billion in client assets and focuses on rigorous fundamental research to construct long-term, diversified portfolios across equities, fixed income, and private investments.

Alicia Sorensen is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Her prior experience includes roles at HSBC Bank USA, HSBC Securities (USA) Inc., Citigroup Global Markets, and Citicorp Investment Services. Outside of her advisory work, she owns AI Design Solutions, an LLC offering consulting and training in Artificial Intelligence technology to individuals and local businesses. Wedbush Securities provides investment advisory and broker‑dealer services to a diverse client base, including individuals, high‑net‑worth clients, and institutional investors. The firm offers a range of services such as wealth management, fixed income, commodities, and securities lending, with portfolio strategies tailored to client objectives and risk tolerances.

Glen Chester is a CFP® with 30 years of industry experience, currently serving as an advisor at Secure Asset Management, L.L.C. He has previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for nine years and has operated his own consulting business, Glen Chester & Associates, since 1994. Outside of financial advising, he provides consulting services on non-investment issues and computer/software matters. Secure Asset Management, L.L.C. serves individual clients, including non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a variety of investment strategies guided by written policies, using fundamental, technical, and cyclical analysis, and often incorporates third-party money managers and held-away account management.