Barry Simon is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation with 42 years of industry experience. He has been with Wedbush Securities since 2001 and has maintained an acting career since 1989. 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, combining broker-dealer and capital markets functions with custody, clearing, and prime services in commodities and derivatives.

Tab Artis is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and five years of industry experience. Prior to joining Integrity Advisory Solutions in 2025, he worked at LPL Financial from 2020 to 2025 and has operated The Artis Law Firm, APLC since 2018, where he provides legal services focused on estate planning, probate, and trust administration. In addition to his advisory role, he manages his law firm, integrating legal expertise with financial planning and estate objectives. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and uses a range of asset-allocation strategies alongside third-party platforms to tailor investment solutions.

Hyung Kim is a Certified Financial Planner™ with 28 years of industry experience. He is currently with Diversify Advisory Services, LLC and has previously worked at M.S. Howells & Co. and Klk Capital Management LLC, where he serves as CEO and portfolio manager. Outside of advisory roles, he is a member of the board of directors at Open Bank and holds leadership positions in other business ventures including insurance services and corporate finance consulting. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a mix of internal models and third-party solutions across multiple platforms.

Christopher Hippisley Coxe is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Since 2014, he has been affiliated with City National Securities, Inc., a part of RBC Securities' multi-team structure. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates financial planning and portfolio management with the resources of a broader financial services group, including affiliated banking and trust services.

Steven Martinez is a CFP® with 14 years of industry experience, currently advising at Kinetic Investment Management, Inc. since 2026. He has previously worked at Regal Investment Advisors, Secure Investment Management, and JD Mellberg Financial, and he co-owns Steven Michael Financial Group, where he is involved in insurance sales. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a variety of analytical methods for mostly long-term investment management and offers access to higher-risk, potentially illiquid assets when suitable.

Brian Mills is a financial advisor at Savvy with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lido Advisors, LLC and Lincoln Financial Distributors, Inc. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, utilizing technology platforms and third-party sub-advisers in its investment approach.

Paul Delzio is a financial advisor at Wedbush Securities Inc. with 13 years of industry experience. He previously worked at Edward Jones for five years before joining Wedbush in 2018. Delzio serves as a board member for the Redwood Shores Owners Association, contributing to community governance and neighborhood matters. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, providing brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm offers a range of managed account solutions alongside commission-based brokerage and operates clearing, custodial, and prime services with a focus on commodities and derivatives.

Cynthia Newman is a financial advisor at Gladstone Wealth Partners with 41 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney LLC and operated her own consulting business focused on executive coaching. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement consulting, and access to various investment strategies and third-party solutions.

Theresa Ngo is an advisor at SEIA with a Series 66 designation and has been in the industry since 2022. Her prior experience includes roles at Electrameccanica, BT Western Corporation, and Jetsetter Global LLC. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm offers a range of investment management and financial planning services, combining strategic asset allocation and tactical adjustments supported by both quantitative and qualitative research.

Robert Curtiss is a financial advisor with SEIA in Los Angeles, holding CFP® and Series 66 licenses and bringing 28 years of industry experience. His prior affiliations include Royal Alliance Associates, D.A. Davidson & Co., and SES Inc. He is also involved with Signature Estate & Investment Advisors LLC, an RIA focused on sales and service. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm combines strategic asset allocation with tactical adjustments and offers a mix of discretionary and non-discretionary investment management, financial planning, and consulting services.

David Kanani is a financial advisor at Kinetic Investment Management, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Madison Avenue Securities, LLC, and Global Financial Private Capital, LLC. Kanani is also involved in insurance sales through Advisors Excel and serves as a silent partner in a sleep lab company. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach and utilizes a variety of analytical methods while offering access to diverse asset types, including real estate and non-traded real estate investments.

Todd Goldman is a CFP® with 13 years of industry experience, currently serving at Westmount Partners, LLC. He has been with the firm since 2016, working within its multi-team structure in Los Angeles, CA. Westmount Partners, LLC provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, non-profits, and corporations. The firm manages approximately $5.2 billion across 1,400 clients, focusing on portfolios constructed mainly with no-load mutual funds and other pooled vehicles, while also offering access to alternative and private investments for qualified investors.

Samuel Di Gerolamo is a financial advisor at Kinetic Investment Management, Inc. with a Series 65 credential. He has experience working at Finish Strong Financial Services since 2020 and has held roles in various other firms including Crunch Fitness and 24 Hour Fitness. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a long-term trading approach and utilizes a range of analytical methods, offering exposure to various asset types including real estate and non-traded real estate investments.

Lavinia Boettcher is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at Fidelity Investments and Equitable Advisors. RBC Securities, Inc. offers 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, RBC Rochdale. The firm is part of a broad financial services group that includes banking, trust, municipal advisory, and trading businesses, enabling integrated financial solutions.

Audra Mallow is a financial advisor with Integrated Advisors Network LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Integrated Advisors Network since 2016. Outside of her advisory role, Mallow serves as a trustee for the College of William & Mary Foundation and is the president of the University of Chicago Booth School of Business Los Angeles Alumni Board. She is also an advisor and investor in the FinTech company Trinlogix. Integrated Advisors Network is a multi-team SEC-registered investment adviser providing portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a range of investment approaches and often places clients on third-party sub-adviser platforms while overseeing portfolio management and rebalancing.

Michael Ohlson is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Wedbush Morgan Securities Inc. since 1994. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services. The firm combines broker-dealer, capital markets, and prime services functions, with approximately $5.68 billion in regulatory assets under management.

Elliott Hollingsworth is a financial advisor at Clifford Swan Investment Counselors in Pasadena, CA, holding a Series 66 designation with 23 years of industry experience. His prior roles include positions at The Mather Group, LLC, Halbert Hargrove Global Advisors, LLC, and Hollingsworth and Vose. Clifford Swan Investment Counselors serves individuals, charitable institutions, foundations, private corporate pension and profit-sharing plans, and business owners by providing investment supervisory and wealth-planning services. The firm employs proprietary fundamental research for equities and credit-focused fixed-income analysis and offers portfolio management, tax-aware planning, and access to private investments, managing approximately $4.48 billion in client assets.

Harold Pearson is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Wedbush Morgan Securities since 2008. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account structures. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, including commodities and derivatives activities.

Kyle Demshki is a CFP® professional with eight years of experience in the financial services industry. He is currently with SEIA and has previously worked at SES LLC, Royal Alliance Associates, INC., SII, and Joel Isaacson & Co., LLC. Demshki is based in Los Angeles, CA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform comprising approximately 140 advisors. The firm combines strategic macro asset-allocation with tactical adjustments using quantitative and qualitative research, offering both discretionary and predominantly non-discretionary investment management alongside financial planning and retirement consulting services.

Brandon Thuott is a financial advisor at Carnegie Investment Counsel with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Rnc Genter Capital Management and Telos Capital Management, Inc. Thuott is based in Los Angeles, CA. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, corporations, independent trust companies, government entities, and other investment advisers. The firm’s investment approach incorporates fundamental, technical, cyclical, charting, and ESG analysis and employs both long- and short-term trading strategies with discretionary and non-discretionary portfolio management options.