Kevin Cooper is a financial advisor at Becker Capital Management, Inc. with a Series 65 credential and over 25 years of experience in the financial industry. His prior experience includes roles at Capital Lending Resources, Inc. for 22 years and Wells Fargo Bank for 5 years. Becker Capital Management provides discretionary investment management and wealth-advisory services to a range of individual and institutional clients, using a combination of bottom-up security selection and top-down portfolio construction. The firm manages a registered mutual fund and private pooled vehicles, serving both traditional and alternative investment clients with an emphasis on asset quality and risk awareness.

John Kornaga is a financial advisor at Kinetic Investment Management, Inc. in Los Angeles, CA, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Fisher Investments and VOYA Financial Advisors. Kinetic Investment Management serves individuals—including high-net-worth clients—pension and profit-sharing plans, and business entities, managing approximately $348 million in assets across 1,250 client relationships. The firm employs a multi-method investment approach with a primary long-term trading orientation and offers portfolio management, financial planning, sub-advisory, and educational services.

Shalen Stanley is a financial advisor at Packerland Brokerage Services, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Waddell & Reed Inc., and Top Flite Financial, Inc. In addition to his advisory role, Stanley is involved with Shalen Corporation, a business entity focused on tax preparation and real estate services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through various account management strategies and manages over $900 million in client assets.

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.

Elinoa Witkin is a financial advisor at Compound Planning, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Compound Planning, she worked at Executive Benefit and has held roles in educational institutions including Santa Monica Community College and Bais Yaakov School for Girls. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm uses a risk-based investment approach incorporating fundamental, technical, and modern portfolio theory analysis, and offers tax-aware strategies and technology-driven solutions.

Roxana Maddahi is a financial advisor at Compound Planning, Inc. with 15 years of industry experience. She holds a Series 66 designation and previously worked at Steel Peak Wealth Management, LLC for eight years. Maddahi serves as president and board member of Looking Beyond Next Gen, a nonprofit organization supporting children and young adults with disabilities, and teaches a philanthropy course at Sinai Akiba Synagogue. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting. The firm emphasizes customized, risk-based model allocations utilizing fundamental, technical, and modern portfolio theory analysis, integrating low-cost ETFs, direct indexing, and alternative strategies through a combination of in-house and third-party sub-advisors.

Stephen Bedikian is a financial advisor at Halbert Hargrove with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual in various capacities from 2023 to 2024. Outside of his advisory role, he serves on the investment committee for St. James Episcopal Church’s endowment. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and charitable organizations through a multi-advisor platform. The firm offers discretionary, fee-only investment management complemented by financial planning and retirement plan services, using a research-driven approach to construct diversified portfolios.

Kurtis Munoz is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA. He holds a Series 66 designation and has three years of industry experience, including prior roles at Raymond James & Associates and Morgan Stanley Smith Barney LLC. 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 offers financial planning and portfolio management, with investment strategies implemented by an affiliated sub-advisor, RBC Rochdale.

Timothy Kohler is a financial advisor at Halbert Hargrove with 12 years of industry experience. He holds a Series 65 designation and has been with Halbert Hargrove since 2014. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, employing a research-driven approach and a range of investment vehicles.

Michael Murray is a financial advisor with Kinetic Investment Management, Inc. in Los Angeles, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at SagePoint Financial and Financial Network and operates an insurance agency offering life, health, disability, long-term care insurance, annuities, and Medicare products. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm uses a multi-method investment approach with a primary long-term trading orientation and offers portfolio management, financial planning, sub-advisory, and educational services.

Kenneth Yuen is a financial advisor at StoneX Advisors Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at StoneX Securities Inc. and Quest Capital Strategies, Inc. Outside of his advisory role, Yuen is involved in insurance sales and provides training and support to licensed insurance agents. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and consulting services. The firm uses a variety of portfolio implementation platforms and supports multiple account structures, operating as part of the broader StoneX Group with integrated clearing, custody, and lending capabilities.

Brian Victoria Madrigal is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes positions at City National Securities, D.A. Davidson & Co, J.P. Morgan Chase Bank, City National Bank, and Citibank. 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 with affiliated entities, including a bank and trust company, offering portfolio management and financial planning supported by sub-advisory asset allocation strategies.

Michael Cheatham is a CFP® professional affiliated with RBC Securities, Inc. in Los Angeles, CA, with 11 years of industry experience. His prior work includes roles at City National Securities, Inc., Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo bank. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to its affiliated sub-advisor, RBC Rochdale.

Roy Lin is a CFA® charterholder with 13 years of experience in the financial industry. He is currently with RBC Securities, Inc., where he has worked since 2026. Prior to that, he spent 11 years at U.S. Bancorp Advisors, LLC. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management with broader financial services, leveraging its affiliation with a bank parent and related entities.

Andrew Mancuso is a CFP® professional with 15 years of industry experience, currently serving at The AmeriFlex Group. His prior roles include positions at Cambridge Investment Research, OSAIC, Sagepoint Financial, and U.S. Bancorp Investments. Mancuso is also the owner and president of Mancuso Wealth Management, LLC, where he is involved in tax services and insurance/benefits consulting. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a broad network of advisory affiliates. The firm offers customized portfolio management, financial planning, third-party manager selection, and retirement plan consulting using a variety of model asset allocations and manager relationships.

Timothy Redmond is a CFP® professional with 38 years of industry experience, currently affiliated with The AmeriFlex Group. His career includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, Cetera Advisor Networks, Girard Securities, and Newcastle Financial Advisors. Outside of his advisory work, he is a managing member of Chartwell Gardens, LLC. 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 through a network of advisory affiliates and multiple program platforms.

Mark Panfil is a financial advisor with Aegis Capital Corp., holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, National Association, and Morgan Stanley. He is an investor in a women's gaming cooperative and an underwear company. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, offering a range of solutions including asset management, financial planning, brokerage, and insurance. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, with a notable focus on non-discretionary advisory relationships.

Peter Cunningham is a financial advisor with Siebert AdvisorNXT, LLC, holding a Series 63 designation and over 30 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2017 and previously spent 18 years at Stockcross. Cunningham divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT provides investment advisory and portfolio management services mainly to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with access to third-party sub-advisors and dedicated investment advisor representatives. The firm offers discretionary and non-discretionary account management and features strategies such as covered-call transitions alongside automated portfolio optimization.

Larry Olea is a financial advisor with RBC Securities, Inc. in Whittier, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with City National Securities, Inc. and City National Bank since 2004. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, and retirement plans through a wrap-fee investment advisory program. The firm offers financial planning and portfolio management, leveraging an affiliated sub-advisor for asset allocation and investment implementation within an integrated financial services group.

Farris Mandilawi is a financial advisor at RBC Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at City National Securities, HSBC Securities USA, MUFG Union Bank, and J.P. Morgan Securities. 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 advisory and brokerage services within a broad financial services group affiliated with a bank parent, providing financial planning, portfolio management, and ongoing reporting.