Abraham Lopez is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at City National Securities, CUSO Financial Services, Wedbush Securities, Matthew Plocher, and Northwestern Mutual Investment Management. Outside of his advisory work, he owns and teaches Brazilian Jiu Jitsu at a martial arts school in Los Angeles. 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 financial planning and portfolio management with affiliated sub-advisory asset allocation strategies, serving clients within a larger financial services group that includes banking and trust operations.

Alan Chuang is a CFP®, CFA®, and holds a Series 65 license with 21 years of industry experience. He has been with Advisory Services Network since 2014. Outside of his advisory role, he is an owner and landlord of a rental property. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with tailored strategies across various asset classes and multiple implementation options.

Caleb Tsang is a financial advisor at Verus Capital Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Avantax. Tsang is also involved with Vinepoint Advisory Group and provides tax preparation and accounting services through Vinepoint Consulting. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation across multiple asset classes, offering customized portfolios aligned with clients’ objectives, risk tolerance, and tax considerations.

Isela Ortega Wu is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and 23 years of industry experience. She has worked at several firms, including Western International Securities, Inc. and Grove Point Investments LLC. 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 is affiliated with a broad financial services group and integrates portfolio management with related banking, trust, and advisory services.

Julie Foong is a financial advisor at Sovran Advisors, LLC with 16 years of industry experience. She holds the Series 65 and Series 63 credentials and has worked at firms including LPL Financial and Trilogy Capital, Inc. She is also the owner of The Financial Collective, where she provides financial planning and investment management services. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a mix of active and passive investment strategies through written investment policy statements and incorporates multiple custodial platforms and third-party management options.

Christianne Witrago is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. She previously worked at City National Securities, Inc. for three years and spent ten years at both Bank of America N.A. 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, offering portfolio management and financial planning supported by affiliated sub-advisors and related financial entities.

Gary Friedle is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Advisors. 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 operates within a broad financial services group affiliated with a bank parent and related entities.

Kenneth Donckels is an advisor at BFC PLANNING, Inc. with credentials including Series 63 and Series 65 licenses. He has multiple years of varied work experience across financial services and related industries, including roles at Berthel, Fisher & Company Financial Services, Inc., Herbert Financial, and Grant Thornton. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets and over 11,000 client relationships through a network of independent advisers offering flexible fee structures and multiple program options.

Kyeong Su Lee is a financial advisor at RBC Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at City National Securities, California Bank & Trust, and LPL Financial. He is also a licensed notary public. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, offering financial planning and portfolio management with investment strategies implemented by an affiliated sub-advisor.

Leo Wai is a financial advisor with Merit Financial Advisors in Pasadena, CA, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Commonwealth Financial Network, and JP Morgan Chase. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by centrally managed portfolios and customizable strategies.

David Lin is a CFA® charterholder with nine years of industry experience. He has been with Clifford Swan Investment Counselors since 2018 and previously served as CEO and portfolio manager at Clear Shore Group from 2016 to 2018. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, corporate pension and profit-sharing plans, and business owners. The firm manages approximately $4.48 billion in client assets and employs a fundamental research-driven approach to build long-term, diversified portfolios across equities, fixed income, and selected private investments.

Alysa Enriquez is a financial advisor with Prosperity - An EisnerAmper Company in Pasadena, CA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at KROST Wealth Management and Ameriprise Financial Services, LLC. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, retirement-plan advisory, and consulting services. The firm manages approximately $5 billion in assets with a focus on asset allocation and diversification, utilizing both discretionary and non-discretionary management strategies and third-party portfolio managers.

Blake Naylor is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Pure Financial Advisors, LLC and previously worked at Wealth Coast, MST Financial, and Northwestern Mutual Life Insurance Company. Prior to his advisory career, he worked in other fields including a nearly decade-long tenure at Wurstkuche. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management with a financial-planning-centered approach based on academic frameworks.

Jennifer Ann Ly is a financial advisor with Portfolio Medics, LLC, holding a Series 66 designation and 20 years of industry experience. She previously worked at LifePro Asset Management, Transamerica Financial Advisors, and World Financial Group. In addition to her advisory role, she is involved in insurance services through Premier Group Insurance, Inc. and Premier 360 Insurance & Financial Solutions. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, individual stocks and bonds, and incorporates fundamental, technical, and cyclical analysis in its investment approach.

Claudia Lin is a CFP® and Series 65-registered financial advisor at Sovran Advisors, LLC with eight years of industry experience. Prior to joining Sovran Advisors in 2024, she worked at Trilogy Financial and Trilogy Capital for six years. She serves as a board member of the Irwindale Chamber of Commerce and owns a tax entity, Beaujee Wealth Boutique. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning and portfolio management services. The firm employs written investment policies and integrates active and passive strategies across multiple asset types, managing nearly $1.9 billion in assets through its team of over fifty advisors.

Douglas Van Deren is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Wedbush Morgan Securities since 2006. 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, including wealth management, fixed income, commodities, securities lending, capital markets, and prime services, managing approximately $5.68 billion in regulatory assets.

Camille Madison is a financial advisor at Valley Wealth Managers, Inc. with five years of industry experience. She holds the Series 66 designation and previously worked at Goldman Sachs and OneMain Financial. Valley Wealth Managers, Inc. is an SEC-registered adviser managing approximately $2.69 billion for individual and institutional clients. The firm’s investment process is client-driven, combining equities, fixed income, and cash, with portfolios typically holding individual securities alongside mutual funds and ETFs as appropriate.

Julio Bedolla is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at AssetMark Financial Holdings, Inc., Dimensional Fund Advisors, and Capital Group, among other firms. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, with tailored portfolio construction and monitoring to align with client objectives.

Roy Guia is an advisor with Mariner Independent in Torrance, CA, with experience primarily in accounting and financial services since 2016. His background includes roles at several accounting firms such as Westside CPAs LLP, Armanino, Marcum LLP, and operating his own Roy Guia Accountancy Corporation. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of 119 advisors and a variety of investment platforms.

Luis Gonzalez is a Series 66-licensed financial advisor with 26 years of industry experience. He has been with Snowden Capital Advisors LLC since 2012, serving as a partner and managing director. He also holds leadership roles at related entities Snowden Account Services, Inc. and Snowden Insurance Services LLC. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities, utilizing customized model portfolios and a variety of investment tools while conducting ongoing due diligence and account reviews.