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.

Blake Naylor is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Pure Financial Advisors, LLC and previously worked at Wealth Coast, MST Financial, and Northwestern Mutual Life Insurance Company. Prior to his advisory career, he worked in other fields including a nearly decade-long tenure at Wurstkuche. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management with a financial-planning-centered approach based on academic frameworks.

Jennifer Ann Ly is a financial advisor with Portfolio Medics, LLC, holding a Series 66 designation and 20 years of industry experience. She previously worked at LifePro Asset Management, Transamerica Financial Advisors, and World Financial Group. In addition to her advisory role, she is involved in insurance services through Premier Group Insurance, Inc. and Premier 360 Insurance & Financial Solutions. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, individual stocks and bonds, and incorporates fundamental, technical, and cyclical analysis in its investment approach.

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.

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.

Julio Bedolla is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at AssetMark Financial Holdings, Inc., Dimensional Fund Advisors, and Capital Group, among other firms. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, with tailored portfolio construction and monitoring to align with client objectives.

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.

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.

Chadwick Collins is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. Prior to joining Wedbush in 2022, he worked at Kestra Private Wealth Service and Kestra Investment Services from 2017 to 2022, as well as Wells Fargo Clearing and Wells Fargo Advisors. Collins is also CEO and Investment Adviser Representative of Stone Beacon Capital, operating through Wedbush Securities under a DBA. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering a range of brokerage and SEC-registered advisory services. The firm combines broker-dealer and capital markets capabilities with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

Erik Johnson is an investment adviser representative with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. His background includes roles at The Financial Architects, Infinite Insurance & Financial Services, Lifemark Securities Corp., and Golden Empire Mortgage. Johnson also serves as an independent insurance agent and works alongside an estate planning professional to provide estate planning services. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for more than 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and ERISA and qualified plan consulting, employing a model-driven approach that incorporates quantitative optimization and economic data inputs.

Merryll Mcelwain is a financial advisor at Prosperity - An EisnerAmper Company with six years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Wilmington Trust, MBSC Securities Corporation, and BNY Mellon. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm focuses on asset allocation and diversification, offering both discretionary and non-discretionary management with access to third-party independent managers and model portfolios.

Carl Grande is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and eight years of industry experience. He has worked at CG Financial, Allstate Insurance, National Life Group, and Farmers Insurance. He is also the CEO of CG Financial, an insurance and financial services firm based in Covina, CA. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach combines manager selection and monitoring with tactical and strategic allocation, supplemented by fundamental analysis of individual securities.

Ali Hashemian is a CFP® professional with 12 years of industry experience, currently serving with Kinetic Investment Management, Inc. in Los Angeles, CA. He has been with Kinetic since 2016 and holds additional leadership roles as President of two insurance services companies. Outside of investment advisory, he is also President of Hush Homes LLC, which manages residential real estate. 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 disciplined, primarily long-term trading approach across various asset classes and operates multiple offices while offering formal administrative and sub-advisory services to other RIAs.

Bryan Sims is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at City National Securities, Morgan Stanley, JPMorgan Chase Bank, and First Republic Investment 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. The firm integrates investment management via its affiliated sub-advisor, RBC Rochdale, and operates within a broad financial services group that includes banking, trust, and municipal advisory activities.