Jordan Mangaliman is a financial advisor at CoreCap Advisors with one year of industry experience. He holds a Series 65 designation and previously worked for nine years at Goldline Financial. Outside of his advisory role, he is also an insurance producer with National Life Group and Cavalier Associates, focusing on life insurance sales. CoreCap Advisors provides discretionary investment and portfolio management as well as financial planning services to individuals, retirement accounts, and institutional clients. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors while maintaining discretionary oversight.

Andrew Smith is a financial advisor with Flagstar Securities, Inc. in Beverly Hills, CA, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes positions at Signature Securities Group and HSBC Securities USA. He is also co-owner of an ecommerce business selling collectibles called The Master of Coin LLC. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm manages approximately $784 million in discretionary assets, offering wealth management, a Managed Account Program, and retirement plan consulting with a focus on diversified allocations and ongoing portfolio monitoring.

Mateo Pastrana is a financial advisor at RBC Securities, Inc. with two years of industry experience. Prior to joining RBC Securities, he worked at City National Securities, Inc. from 2022 to 2025 and has educational experience at the University of Southern California and The American University. Outside of his advisory role, he works as a contractor for Rover, providing dog walking and pet sitting services. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to its affiliated sub-advisor, RBC Rochdale. The firm is part of a broad financial services group affiliated with a bank and related entities, providing integrated service offerings and intercompany referral arrangements.

Dylan Wensley is a financial advisor at Westmount Partners, LLC with four years of industry experience. He holds a Series 65 credential and has held roles at Westmount Asset Management since 2021. Prior to his advisory career, he has varied work experience including positions at The Webb Schools and Occidental College. Westmount Partners provides investment advisory and portfolio management services to a range of individual and institutional clients. The firm constructs portfolios using mutual funds, managed strategies, and private funds, and is noted for managing multi-manager private funds and offering performance-based fee structures to institutional investors.

John Minezaki is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 credentials and 11 years of industry experience. He previously worked at Western International Securities, Inc. and Raymond James Financial Services, Inc. Minezaki also works as a tax staff member at KIYOHARA & TAKAHASHI, LLP and as a staff accountant focusing on bookkeeping. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm offers customized portfolio management through a national network of independent advisers, utilizing mutual funds, ETFs, equities, fixed income, and third-party managers to meet client objectives.

Jacob Berkman is a financial advisor at Kinetic Investment Management, Inc. in Los Angeles, CA, holding a Series 65 designation. He has been with Kinetic since 2025 and has prior experience at NYLIFE Securities LLC and New York Life Insurance Co. He also worked in residential development and retail before entering the financial services industry. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with approximately $348 million in assets under management. The firm uses a combination of analytical methods within a primarily long-term trading approach and offers services including portfolio management, financial planning, and sub-advisory support.

Sam Sy is a financial advisor at Packerland Brokerage Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Foresters Equity Services, Inc. from 2010 to 2018. Outside of his advisory role, he sells health and travel insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through multiple platforms, including Hilltop/Envestnet, and manages over $900 million in client assets.

Rachel Vega is a CFP® professional with four years of experience in financial advising. She is currently with Mariner Independent, having previously worked at Northern Trust and HSBC. Vega is also involved as a pro bono planner with The Foundation for Financial Planning, a nonprofit organization. Mariner Independent serves individuals, including high-net-worth clients, as well as institutional entities such as pension plans and charitable organizations. The firm offers a range of financial services through a large network of advisors, utilizing both model portfolios and customized strategies supported by affiliated businesses and third-party managers.

Caroline Rakness is a financial advisor at Coppell Advisory Solutions LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at CreativeOne Wealth, Searchlight Investments, and Beverly Drive Financial & Insurance Solutions, where she also serves as a licensed insurance agent. Rakness has taught basic finance at Torrance Adult School and Santa Monica Community College. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to a diverse client base, including individuals, trusts, and charitable organizations. The firm uses an open-architecture platform with tailored investment strategies, combining fundamental and technical analysis across a wide range of asset classes and regularly rebalancing portfolios.

Jeffrey Locke is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is currently with AWM Capital, LLC, where he has worked since 2023. Prior to this, he held roles at Five Oceans Advisors and has a background that includes various positions in professional sports organizations. Locke serves as Treasurer and Board Member for The 3rd Decade, a nonprofit providing financial education and mentoring to underserved populations. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm manages approximately $1.15 billion through a multi-team staff of 24 advisors, focusing on liability-driven investing and asset allocation using an open-architecture platform.

Joshua Fredendall is a financial advisor at Westmount Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Steel Peak Wealth Management, LLC, Bank of America, N.A., and Merrill. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, and corporations. The firm emphasizes tailored asset allocation using mutual funds, managed strategies, and private funds, and is known for its role as a private fund adviser and manager of multi-manager private funds.

Rafael Mendez is a financial advisor with RBC Securities, Inc. in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with City National Bank since 2016. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans, utilizing a wrap-fee investment advisory program with portfolio management delegated to an affiliated sub-advisor. The firm is notable for its integration within a broad financial services group connected to banking, trust, and municipal advisory activities.

Trevor Randall is a CFP® professional with 12 years of industry experience, currently serving at Consolidated Portfolio Review Corp. He is also President and CEO of Randall Wealth Management Group, where he leads investment and insurance services. His prior experience includes roles at Vanderbilt Securities, LLC and PlanMember Securities Corporation. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, providing tailored portfolios and access to proprietary and third-party investment models.

Justin Renteria is a financial advisor with Flagstar Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and eight years of industry experience. His career includes roles at CNR Securities, LLC, City National Rochdale, MML Investors Services, LLC, and Massachusetts Mutual Life Insurance Company. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages discretionary accounts across various asset classes and employs a multi-manager approach supported by Envestnet PMC.

Luke Miller is a financial advisor with RBC Securities, Inc. in Los Angeles, CA. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at City National Securities, CNR Securities, City National Rochdale, and EnRich Financial Partners. 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 uses an affiliated sub-advisor for portfolio management and provides financial planning, ongoing reporting, and custodial services.

Noah Stomberg is a financial advisor at RBC Securities, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Equitable Advisors, LLC. Outside of finance, he has been involved with Fieldings Local Kitchen & Bar. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee advisory program. The firm manages portfolios using mutual funds, ETFs, SMAs, and individual securities, and operates within a broader financial services group affiliated with a bank and related entities.

Dayla Cabeza De Vaca is a CFP® with 20 years of industry experience, currently serving as a Regional Sales Representative at MissionSquare Retirement. Prior to this role, she worked at T. Rowe Price and ICMA Retirement Corporation. MissionSquare Retirement assists state and local government employers and certain nonprofits in managing deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, and advisory services that include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Salvador Flores Chatfield is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including prior roles at Horace Mann Investors, Inc. and Horace Mann Companies. Outside of his advisory work, he serves as President of the Covina Valley Optimist Club and is a Commissioner on the City of Covina Finance Advisory Commission. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base, including individual and high-net-worth investors, trusts, and charitable organizations, through a nationwide network of independent advisors and firm-managed programs. The firm combines discretionary investment management by an internal research team with non-discretionary advisory services and emphasizes institutional relationships and fiduciary responsibilities.

Derek Ruan is a financial advisor at SteelPeak Wealth, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Signature Estate & Investment Advisors LLC. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, and family offices. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement investment consulting, implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Riley King is a financial advisor at SEIA with a Series 66 credential and one year of industry experience. Prior to joining SEIA, King worked briefly at Brighton Jones and has held various other roles outside the financial services industry. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic asset allocation with tactical management through a structured investment process and offers a range of portfolio management and financial planning services.