Bryan Sims is a financial advisor with RBC Securities, Inc. in Los Angeles, holding Series 63 and Series 66 registrations and having eight years of industry experience. His prior experience includes roles at City National Securities, Morgan Stanley, JP Morgan 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 its wrap-fee investment advisory program. The firm integrates its advisory services with a broad financial services group affiliated with a bank and related entities, offering portfolio management and financial planning supported by delegations to its sub-advisor, RBC Rochdale.

Robert Sperling is a financial advisor with Wedbush Securities Inc. in Pasadena, CA. He holds a Series 63 designation and has 42 years of industry experience, including 25 years with Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. Their offerings include wealth management, fixed income, commodities, securities lending, and capital markets services, with portfolio management tailored to client objectives and risk tolerances.

Tony Raygoza is a financial advisor at Sovran Advisors, LLC in Pasadena, CA, with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. Raygoza is also licensed as an insurance agent, selling fixed insurance products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors and offers a range of portfolio management and consulting services using both advisor-managed and model portfolios.

Gabrielle Rosser is a financial advisor at Root Financial Partners in Los Angeles, CA, holding a Series 65 credential with two years of industry experience. Prior to joining Root Financial Partners, she worked at Vital Findings and Community.com. Outside of her advisory role, Ms. Rosser provides floral design services for events as a partner in her father’s company. Root Financial Partners offers investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm employs a broadly diversified, passive investment approach using index funds and ETFs, with portfolios tailored to client objectives, risk tolerance, and tax considerations, and provides educational programming and self-directed financial education through paid online academies.

Patrick Selway is a financial advisor at Blackridge Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Gold Coast Securities, Inc. and Independent Capital Management. Outside of his advisory role, he serves as a notary public and participates as a speaker with Saife & Toastmasters, Inc. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a network of investment adviser representatives and utilizes model portfolios, sponsored wrap programs, and an affiliated turnkey asset management platform operated by truEdge.

Sean Montgomery is a CFP® with 25 years of industry experience. He is currently an advisor at Merit Financial Advisors and previously worked at Commonwealth Financial Network and Cetera Wealth Services. Montgomery serves as a board member of the Cliffs Resort Vacation Owners Association. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation using centrally managed portfolio models overseen by an internal investment team and committee.

Amy Born is a CFP® and CFA® with 26 years of industry experience, currently serving as an advisor at SVB Wealth. She has previously worked at Boston Private Wealth LLC and HighTower Advisors, LLC. Born is a member of the Investment Committee for the national non-profit Kappa Delta Sorority, supporting the development of college women across the US. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, providing wealth management, portfolio management, and financial planning services. The firm employs a documented due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company, integrating its offerings with affiliated bank, trust, and broker-dealer entities.

Carlos Guzman is a financial advisor at Regal Investment Advisors LLC with eight years of industry experience. He holds a Series 65 credential and has worked at Regal since 2018. Prior to that, he was with Brookstone Capital Management for one year and has served as president of CKG Insurance Agency Inc, where he sells life insurance products and fixed/indexed annuities. Regal Investment Advisors LLC, doing business as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers both proprietary and third-party model portfolios and grants discretionary authority to implement and manage these strategies on behalf of clients.

Guillermo Guzman is a financial advisor at RBC Securities, Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including City National Securities, Inc., Fidelity Investments, Morgan Stanley Smith Barney, Wells Fargo Clearing, and Merrill. 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 with a broad financial services group affiliated with a bank parent, offering financial planning, portfolio management, and related services.

James Mayes is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at Western International Securities, Inc. for six years and Financial West Group for five years. Outside of finance, he is a minister involved in ministry-related book sales and speaking engagements, dedicating around 12 hours per week to these activities. Alexander Capital Wealth Management LLC serves individual and high-net-worth clients, as well as certain institutional clients, offering investment advisory and capital markets/M&A advisory services. The firm employs a top-down, asset-allocation investment process that integrates technical analysis and fundamental review across multiple advisory teams.

Joseph Auday is a CFP® with 16 years of industry experience, currently serving at SteelPeak Wealth, LLC since 2015. He holds Series 63 and Series 66 licenses and is based in Beverly Hills, CA. Outside of his advisory role, Auday assists his family with real estate operations, including financial oversight as vice president and CFO of a family-held LLC. SteelPeak Wealth, LLC serves a diverse client base ranging from individual investors to family offices and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Talin Shadmany is a financial advisor at RBC Securities, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at several notable firms, including Merrill, Wells Fargo, and Morgan Stanley Smith Barney. Outside of his advisory role, he provides in-home supportive services for his mother. 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 utilizes affiliated sub-advisors for portfolio management and operates within a broad financial services group affiliated with a bank and related entities.

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.

Ryan Stromsborg is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 65 and Series 66 credentials and having 25 years of industry experience. He has worked at firms including HUB International, Parq Advisors, Equitable Advisors, and Merrill. He is a board member of the USC Baseball Alumni Association and co-founder of Change 4 Childrens, a nonprofit benefiting children’s hospitals. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supporting investment management through a combination of portfolio managers and third-party sub-advisors.

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.

Vanessa Elkins is a financial advisor at Insigneo Advisory Services, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Wealth Management and VectorGlobal WMG. Her current role at Insigneo began in 2026. Insigneo Advisory Services offers investment advisory and consulting services to both retail and institutional clients, combining committee-driven model portfolios with advisor-led portfolio construction and incorporating third-party macroeconomic research to align investments with client objectives and risk tolerances.

Rodney Olea is a financial advisor at Citizens Private Wealth with nine years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities and First Republic Securities Company LLC. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, charitable organizations, and other entities. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management overseen by a Chief Investment Officer. Its affiliation with Citizens Bank, N.A. provides access to bank deposit sweep programs, securities-based lending, and an expanded suite of advisory services including business consulting for succession and exit planning.

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.

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.