Kwang No is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Everett Harris & Co. He has been with the firm since 2008. Everett Harris & Co. provides discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a buy-and-hold strategy, managing a diverse portfolio across equities, fixed income, commodities, and options, supported by both internal and independent research.

John Goodman is a financial advisor at Wedbush Securities Inc. with 40 years of industry experience. He holds a Series 63 designation and previously worked for McDonald Partners LLC for 13 years. Outside of his advisory role, he serves on the boards of the Playhouse Square theater district and the Greater Cleveland Film Commission. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm combines broker-dealer functions with clearing, custodial, and prime services, managing approximately $5.68 billion in regulatory assets.

Yannshyr Puu is a financial advisor at Packerland Brokerage Services, Inc. with 35 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at Packerland since 2021, previously spending eight years at J K Financial. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management with access to firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Leslie Ann Gutierrez is a financial advisor at Clifford Swan Investment Counselors with 19 years of industry experience. She holds the Series 66 designation and has been with UBS Financial Services Inc. since 2013. 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, focusing on fundamental research-driven portfolio management and tailored investment strategies that include equities, fixed income, private investments, and specialized risk management programs.

Robert Crawford is a CFP® with 30 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC. He has held roles with LPL Financial and U.S. Financial Advisors LLC, and he operates Robert Crawford Consulting Services. Outside of advisory work, he also provides tax preparation services through The Accountancy. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Patrick Dwyer is a CFP® professional with 25 years of experience in the financial industry. He is currently with RBC Securities, Inc. and has been associated with City National Bank since 2010. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a banking parent, providing access to diverse financial and trading services.

Scott Nishimura is a financial advisor with Continuum Advisory, LLC, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include positions at Osaic Wealth, Inc., Triad Advisors, and Transamerica Financial Advisors, Inc. Outside of his advisory work, he serves as a co-trustee for his elderly aunt’s family trust, managing her day-to-day financial needs. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans through independent advisors. The firm offers tailored financial planning and portfolio management, utilizing a variety of investment vehicles and institutional services, including retirement plan consulting and integrated tax and legal expertise.

Thomas Davis is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and encompassing 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as a director on the board of the Chino Community Theatre and is president of the Chino Valley Republican Assembly. Kestra Private Wealth Services provides investment advisory through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets across nearly 20,000 client relationships. The firm offers a broad range of investment products and platforms, supporting both individual and institutional clients with discretionary and non-discretionary services.

Robert Kennally is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation with seven years of industry experience. Prior to joining Wedbush in 2019, he worked at Morgan Stanley, Oakmont Builders, and Arthur J Gallagher. 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, capital markets, custody, and prime services with operations in commodities and derivatives.

Justin Iskander is a financial advisor at SteelPeak Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has previous work experience at Kroll and Deloitte. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, and private funds. The firm offers financial planning, portfolio management, alternative strategies, and private placement consulting, utilizing proprietary model portfolios and conducting due diligence on private securities for qualified clients.

Richard Johnson is a financial advisor at Wedbush Securities Inc. with 20 years of industry experience. He holds the Series 66 designation and previously worked at First Trust Portfolios L.P. for 18 years before joining Wedbush Securities in 2023. 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 functions with custody, clearing, and prime services across multiple asset classes.

Mitchell Grushen is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2018. Prior to this, he worked at Pure Financial Advisors for one year. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent individuals and families, as well as pension plans and endowments. The firm employs customized, long-term investment strategies across a variety of asset types and offers a range of services including financial planning and fiduciary consulting.

Michael Comorre is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at City National Securities, Inc. and City National Bank since 2004. Outside of finance, he owns Comorre Nose Corp, a wine-selling business. 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 comprehensive financial planning and portfolio management.

Sara Ritter is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at City National Securities, Inc. since 2019 and previously at City National Bank from 2011 to 2019. Outside of her advisory role, Ritter owns and manages a residential rental property. 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 uses a discretionary, asset-based fee model with portfolios managed by affiliated sub-advisor RBC Rochdale and is integrated within a broad financial services group including banking, trust, and pension consulting entities.

Naoko Moriya is a financial advisor with Encompass More Asset Management LLC in Los Angeles, CA, holding Series 63 and Series 65 credentials and five years of industry experience. Her work history includes roles at LegacyFi, NUI LLC, AgencyFi LLC, and iPros Insurance Professionals. Outside of her advisory role, she is involved with Topsail LLC, a business consulting company serving Japanese clients where she works as a producer, translator, and customer service representative. Encompass More Asset Management LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary models and third-party sub-advisers and manages diverse investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Maxwell Pray is a CFA® charterholder with 22 years of industry experience. He has been with Clifford Swan Investment Counselors in Pasadena, CA since 2007. 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 manages approximately $4.48 billion in assets using a research-driven approach focused on long-term, diversified portfolios across equities, fixed income, and selected private investments.

Douglas Pryor II is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Wedbush Securities since 2015. Pryor operates under team names including The McNairy Group and The Parks Pryor Wealth Management Group, which are used for client communications and business conducted through Wedbush. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering a range of brokerage and SEC-registered investment advisory services. The firm combines broker-dealer and capital markets functions with clearing, custodial, and prime services across multiple asset classes.

Yueh Hwa Lee is a CFP® professional with 12 years of industry experience, currently serving at Verus Capital Partners, LLC and LPL Financial, LLC since 2021. Prior to joining these firms, Lee held roles at Avantax Insurance Agency, Avantax Investment Services, VinePoint Advisory Group, and 1st Global Advisors, among others. Lee also operates VinePoint Advisory Group, LLC, an investment-related business affiliated with his LPL activities. Verus Capital Partners is a fee-based investment management firm that serves individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation across multiple asset classes, tailoring portfolios to clients’ objectives, risk tolerance, and tax considerations.

Brian Murphy is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Geneos Wealth Management, Inc. and has previously worked at Sagepoint Financial Inc. and operated his own advisory practices. Outside of his advisory role, he is involved in buying and selling vintage and modern watches. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Rudy Zendejas is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior work includes multiple roles at J.P. Morgan Securities and J.P. Morgan Chase Bank from 2016 to 2022, followed by a position at City National Securities. 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 integrates investment management with a broad financial services group, including affiliated banking, trust, and consulting activities.