Raafat Iskander is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Calton & Associates since 2015. Outside of his advisory role, he owns Alexander Wealth Management, LLC, which provides tax filing services. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm’s investment recommendations are tailored to client goals and risk tolerance, utilizing multiple program structures and a range of analytic approaches.

John Benfanti Jr. is a financial advisor with Stonex Advisors Inc. in Los Alamitos, CA, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has worked with StoneX Advisors Inc. since 2019 and previously was with Quest Capital Strategies, Inc. for six years. In addition to his advisory role, he is president and owner of Health Plus Insurance Agency, an insurance sales business he has led since 1990. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting through a network of independent advisors and an in-house Private Client Group. The firm employs a range of portfolio solutions and third-party money managers, supported by platforms such as Envestnet and Advyzon, and is part of the larger StoneX Group, which offers integrated clearing, custody, and lending services.

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.

Jonathan Bates Jr. is a financial consultant at Wedbush Securities Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at GABA Corporation and Poke Rainbow. 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 solutions. The firm’s services include discretionary and non-discretionary portfolio management, institutional research, and prime brokerage functions.

Amra Faruqi is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 66 and Series 63 credentials and possessing nine years of industry experience. Her prior work includes roles at City National Securities, RBC Capital Markets, and HSBC Securities (USA) Inc. She volunteers as Treasurer of the San Francisco chapter of Developments in Literacy, a nonprofit focused on fundraising and managing children’s schools. 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 an affiliated sub-advisor and offers financial planning, portfolio management, and ongoing reporting as part of its services.

Leah Pattison is a CFP® professional with six years of industry experience, currently serving as an advisor at The AmeriFlex Group. She has previously worked with firms including Cambridge Investment Research, Inc., OSAIC, and Woodbury Financial Services, Inc. Pattison is also involved as an agent with Summit Financial & Insurance Services. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Mario Uyboco is a financial advisor at Simplicity Wealth with 28 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including LifePro Asset Management and VOYA Financial Advisors. In addition to his advisory roles, he serves as an adjunct professor at Cal Poly University, teaching supply chain management and internet web application development. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios that are monitored and rebalanced regularly, alongside technology and operational services for advisers.

Tiffany Yee is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Sovran Advisors since 2025 and previously spent nine years with CUSO Financial Services, LP. Outside of her advisory role, she owns a real estate rental property business in Pasadena, CA. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning and portfolio management services that combine active and passive strategies across various asset classes.

Tony Yu is a CFP® and ChFC® professional with 26 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. since 2015. He has held leadership roles including President of DSG Insurance Services, overseeing property, casualty, and various insurance products. Yu is also involved in nonprofit organizations such as the Asian Pacific CPA Association and the Taiwanese American Lawyers Association, serving in board positions. M HOLDINGS SECURITIES, Inc. serves individual and institutional clients nationwide through a broad offering of advisory and brokerage services, including investment management, retirement plan consulting, and insurance advisory. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a range of managed account programs and sub-advisory relationships.

Makenna Kelly is a financial advisor at Wedbush Securities Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at FuelPositive Corporation and Moen Incorporated. 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 solutions.

Marie Godinez is a financial advisor at B.B. Graham & Company, Inc. with 26 years of industry experience. She has held her current position since 2013 and holds Series 63 and Series 66 licenses. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis with regular account monitoring and offers both discretionary and non-discretionary asset management, often utilizing third-party asset managers.

Katrina Dudley is a financial advisor at Wedbush Securities Inc. with 29 years of industry experience. She holds Series 63 and 66 licenses and has been with Wedbush Morgan Securities since 2009, following two years at First Wall Street Corp. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm provides a range of wealth management solutions, including discretionary and non-discretionary portfolio management, fixed income, commodities, and prime services.

Hagop (Jacob) Tujian is a financial advisor at RFG Advisory, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Independent Financial Group for 19 years and StoneKimbro for 3 years. Outside of his advisory role, he volunteers with the Boy Scouts of America, assisting with Eagle Scout projects and teaching the Personal Management merit badge class. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients with approximately $8 billion in assets under management. The firm provides portfolio management, financial planning, retirement plan consulting, and access to a range of investment strategies, including actively managed and passive models, alternative investments, and tax-aware approaches.

Raymundo Flores is a financial advisor at Clifford Swan Investment Counselors with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at City National Securities, Northwestern Mutual Investment Services, LPL Financial, and Western Asset Management. Outside of finance, he serves as Treasurer and CFO for MVP Tile & Marble Inc., a family-owned tile contracting business in California. Clifford Swan Investment Counselors manages approximately $4.48 billion in assets, serving individuals, charitable institutions, foundations, pension plans, and business owners. The firm employs fundamental research to construct diversified portfolios across equities, fixed income, and private investments, and offers tailored wealth-planning and administrative services.

James Larew is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 designations and has 33 years of industry experience. He has worked at Wedbush Morgan Securities since 2009 and was previously with Merrill from 1997 to 2009. 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 supports discretionary and non-discretionary portfolio management and conducts research and due diligence across various investment products.

Bernard Obrien is a financial advisor with Wedbush Securities Inc. and holds a Series 63 designation. He has 38 years of industry experience and has worked with Wedbush Morgan Securities Inc. since 1989. Outside of his advisory role, he has been associated with Woodcrest Country Club for over three decades. 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 profiles.

Keely Patridge is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include 19 years at Charles Schwab & Co., Inc. and her current tenure at City National Securities, Inc. since 2024. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm is integrated within a broad financial services group, offering financial planning and portfolio management with delegated investment management by its affiliated sub-advisor, RBC Rochdale.

Nelson Merwitzer is a financial advisor with ON Investment Management Company and holds the ChFC® and Series 63 designations. He has 46 years of industry experience, including roles at The O.N. Equity Sales Company since 2012, Ohio National Financial Services since 2011, and National Life of Vermont since 1975. In addition to his advisory work, he owns and operates Merwitzer Insurance Solutions, specializing in life, health, disability, and long-term care insurance, as well as health savings accounts. ON Investment Management Company is a SEC-registered investment adviser that 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 financial plans and access to various third-party investment programs, managing client accounts through both discretionary and non-discretionary arrangements.

Randall Bishop is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 credential and 20 years of industry experience. He has worked at ChangePath, LLC since 2020 and Sorrento Pacific Financial, LLC since 2009, with prior experience at Partnervest Advisory Services. In addition to his advisory work, he maintains a private law practice focused on trust administration, wills and trusts, tax law, and estate planning. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option-based strategies, offering tailored portfolio management through a large network of Investment Adviser Representatives.

Sharone Hakman is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at PKS Advisory Services and Purshe Kaplan Sterling Investments since 2012. Outside of his advisory role, Hakman is the CEO of CHEFHAK Inc., a food and grocery manufacturing company. PKS Advisory Services provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on risk tolerance, time horizon, and objectives using a blend of mutual funds, ETFs, independent managers, and securities.