Andrew Bauer is a financial advisor with Trajan Wealth, L.L.C. in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior firms include Commonwealth Financial Network, Cambridge Investment Research Advisors, and Voya Financial Advisors. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a generally long-term, disciplined investment approach focused on stocks, ETFs, and occasional mutual funds, while offering alternative private-market investments and integrated planning through affiliated tax, estate, and insurance professionals.

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.

Desiree Lasiewski is a CFP® with eight years of industry experience, currently serving as a financial advisor at Kovack Advisors, Inc. She previously worked at OSAIC for eight years and held a role at the City of Hope/Beckman Research Institute for 19 years. Lasiewski owns a sole proprietorship licensed to sell fixed annuities and life insurance. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and municipal clients, offering portfolio management, financial planning, and access to sub-advisory and Independent Advisor programs.

Chan Young Lee is a financial advisor with Diversify Advisory Services, LLC, holding a Series 65 designation and beginning his advisory career in 2026. He has prior experience at KLK Capital Management and M. S. HOWELLS & Co. from 2017 onward. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

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.

Sherry Taylor is a financial advisor with The AmeriFlex Group in Orange, CA, holding a Series 66 designation and 19 years of industry experience. Her work history includes roles at Cambridge Investment Research, Sagepoint Financial, and Cetera Advisor Networks. She is also the owner of a sole proprietorship focusing on insurance, benefits, and human resources. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering services through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Charles Lazzaro is a financial advisor at Wedbush Securities Inc. with 55 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wedbush Morgan Securities since 2008, following an 11-year tenure at First Wall Street Corp. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm’s dual registration allows it to provide portfolio management, research, and prime brokerage services tailored to diverse client needs.

Kevin Luu is a financial advisor at Lifeworks Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lifeworks Advisors and its predecessor Bright Advisers since 2017, as well as at Pih Investments, LLC. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses, offering discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with a traditional risk-based model and employs factor-based and smart-beta equity strategies, ETFs, options, and third-party managers, along with integrated tax and accounting capabilities through affiliated entities.

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.

Monica Baier is a CFA® charterholder with five years of industry experience. She is currently with Everett Harris & Co., where she has worked since 2008. Everett Harris & Co. provides discretionary and non-discretionary investment management services to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs a fundamental analysis and buy-and-hold approach, managing a diverse portfolio that includes U.S. and foreign equities, fixed income, commodities, and options.

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 at Snowden Capital Advisors LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Snowden Capital Advisors since 2012. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning services with a multi-team approach.

Geoffrey Grimsdale is a financial advisor with Encompass More Asset Management LLC who holds a Series 66 license and has two years of industry experience. His prior roles include positions at Ameriprise Financial Services LLC, Armanino LLP, and Cetera Advisors. Outside of advising, he is president and owner of Grimsdale Financial Solutions, a tax preparation and accounting business serving individuals and small business owners. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm uses model-based strategies combining proprietary and third-party sub-advisers, offering access to a range of investment options including equities, fixed income, alternative assets, and digital-asset related exposures.

David Ramos is a financial advisor at B.B. Graham & Company, Inc. with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial for 12 years. Ramos is also involved with Revolution Advisors LLC, where he manages advisory accounts and identifies insurance needs. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with client strategies often implemented through 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 at Kinetic Investment Management, Inc. with seven years of industry experience. She also serves as a licensed insurance agent through Kanani Advisory Group Inc., an insurance services and investment advisory firm she has been involved with for over a decade. Kinetic Investment Management serves individuals, pension plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a multidisciplinary investment approach with an emphasis on long-term trading and may include higher-risk or illiquid investments when suitable.

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 career includes tenure at City National Securities, City National Bank, and Wells Fargo-affiliated firms. Outside of his advisory role, he co-owns a rental property in La Quinta, CA with family members. 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 an affiliated sub-advisor that constructs and manages diversified portfolios on a discretionary basis.

Vince Festejo is a CFP® professional with two years of industry experience, currently with CreativeOne Securities, LLC. He has worked in financial services since 2018, including a role at IWM Financial focused on client relations and advisor support. Prior to his financial career, he spent five years in full-time education. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

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.