Doris Chen is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at Packerland since 2018 and previously at Foresters Equity Services, Inc. and First Street Advisors. Outside of her advisory work, Chen is involved with First Street Advisors in providing insurance services, including life, health, long-term care, disability, annuities, and group employee benefits. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms, including Hilltop/Envestnet, and combines brokerage and advisory services under a dual registration.

Jacob Dreiling is a Series 66-licensed financial advisor with five years of industry experience. He is currently with MissionSquare Retirement and MissionSquare Investment Services, having joined in 2025. Prior to this, he worked at Fidelity Investments and held roles at Bank of America and Merrill. Outside of his advisory work, he owns Beantown Beanies LLC, an online beanie retail business. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which uses investment models developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Jesus Sunga is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked at Wedbush Securities since 2013 and previously spent five years at Morgan Stanley. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, and other financial services. The firm manages discretionary and non-discretionary portfolios and supports SMA, MMA, UMA, and IMA offerings.

Youstina Iskander is a financial advisor at Calton & Associates, Inc. with eight years of industry experience. She holds the Series 66 designation and has been with Calton & Associates since 2016, following prior work at Alexander Wealth Management beginning in 2015. Calton & Associates is a multi-disciplinary firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, combining analytical approaches and a range of investment strategies through direct management or third-party managers.

Jeremy Logeot is a ChFC® credentialed financial advisor at First Advisors National, LLC with one year of experience at the firm and over 12 years in the financial services industry. Prior to joining First Advisors National, he worked at Transamerica Financial Advisors, Inc. and World Financial Group, INC. from 2013 to 2025. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm utilizes third-party money managers and supplements portfolios with advice on equities, ETFs, and mutual funds, managing approximately $506.8 million in discretionary assets.

Daniel Estrada is a financial advisor at Merit Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Purshe Kaplan Sterling Investments, Fisher Investments, and New York Life. Outside of his advisory work, he is also a digital creator involved in video editing and production through a personal project with Google Adsense. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, high-net-worth clients, retirement plans, ESOPs, and other institutional clients. The firm offers asset management, financial planning, and retirement plan consulting with a long-term, diversified investment approach managed by an internal team and supported by various third-party managers and sub-advisers.

Kelly Dunnahoo is a financial advisor at Creativeone Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Change Path LLC and Cona Investment Advisors, LLC. In addition to his advisory work, he serves as president of Fruit Growers Laboratory, an environmental testing lab, where he manages operations and reviews analytical data. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a mix of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Michael Nunnelee is a CFP® credentialed advisor with 33 years of industry experience. He is currently with RBC Securities, Inc. in Los Angeles, CA, having previously worked with City National Securities, Inc. and City National Bank. 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, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that implements diversified asset allocation strategies.

Murcy Huang is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Clifford Swan Investment Counselors since 2021. Prior to joining Clifford Swan, he worked at City National Bank for eleven years. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, private corporate pension and profit-sharing plans, and business owners. The firm’s investment approach centers on proprietary fundamental research for equities and credit-focused fixed income, constructing diversified portfolios tailored to clients’ objectives, liquidity needs, and tax considerations.

Jesus Quezada is a financial advisor at Alexander Capital Wealth Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Crown Capital Securities, Regal Investment Advisors, and Regulus Advisors. Outside of his advisory role, he is a partner in Valzada Industries, where he engages with homeowners and tradesmen to support community rebuilding efforts. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients for capital markets and M&A advisory. The firm employs a top-down, asset-allocation investment process that integrates proprietary technical analysis with fundamental review and uses discretionary management, sub-advisers, and model portfolios.

James Chu is a financial advisor at Virtue Capital Management, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Transamerica Financial Advisors and Waddell & Reed. Outside the financial industry, he was involved with Wonderland Design Inc for over two decades. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm employs a multi-team model and offers portfolio management, financial planning, consulting, and due diligence services using a combination of tactical, strategic, and dynamic investment approaches.

Ivan Parry is a financial advisor at RBC Securities, Inc. with 29 years of industry experience. He holds a Series 66 designation and has worked at City National Securities, Inc., Western International Securities, Inc., and NPB Financial Group, LLC. 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 portfolio management with banking and trust services, serving a broad client base including high-net-worth individuals.

Thomas Kang is a Series 66 licensed financial consultant with Wedbush Securities Inc. in Pasadena, CA. He has 10 years of industry experience, all with Wedbush since 2015. Wedbush Securities Inc. offers investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides a broad range of services such as wealth management, fixed income, commodities, capital markets, and prime services, administering customized portfolio strategies through various managed account programs.

Aaron Goldberg is a CFP® with nine years of industry experience, currently serving as a financial advisor at AWM Capital, LLC since 2020. His prior experience includes roles at Independent Financial Group and Lincoln Capital. AWM Capital is a fee-based registered investment adviser that serves high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 24 advisors. The firm emphasizes liability-driven investing and asset allocation using a range of investment vehicles, including mutual funds, ETFs, and private placements, while integrating tax and estate planning into its services.

Max Seeget is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding the CFA® designation and Series 66 license. He has 10 years of industry experience and has been with Wedbush Securities since 2014. 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, supporting both discretionary and non-discretionary portfolio management.

Craig Watanabe is a CFP® professional with 43 years of industry experience, currently advising at Diversify Advisory Services, LLC. His prior roles include positions at DFPG Investments, Inc., American Financial Network Advisory Services, LLC, Core Compliance & Legal Services, Inc., United Planners' Financial Services, and Penniall & Associates, Inc. In addition to his advisory work, he provides compliance consulting services and is also licensed as an insurance agent. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, corporate consulting, and family office services, using a tactical diversification and individualized asset allocation approach tailored to client goals and risk tolerance.

Robert Soriano is a financial advisor at MissionSquare Retirement with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Pasadena City College among other roles. Outside of his advisory career, he manages a family trust that operates rental apartments. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management using asset-class allocation models and a total wealth approach.

Terence Welsh is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. His prior roles include positions at D.A. Davidson & Co. and Crowell, Weedon & Co. over a combined 19 years. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a broad range of wealth management, fixed income, commodities, and capital markets services, as well as discretionary and non-discretionary portfolio management.

Richard Eddy Jr. is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at CONA Investment Advisors, LLC from 2010 to 2018 and has been an independent insurance agent since 2005. Outside of advising, he provides business consulting for Cobblestone Applied Research & Evaluation Inc., focusing on leadership development and business process improvement, and serves as vice president of the Sierra La Verne Homeowners Association. Creativeone Wealth, LLC delivers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

Ethan Gahm is a financial advisor at AWM Capital, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining AWM Capital, he worked in various roles including positions at Blue Palm Cafe and Franco Realty Group. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm employs a multi-team approach focused on liability-driven investing and asset allocation, offering financial planning, retirement advice, business consulting, and asset management through an open-architecture platform.