Davis Aldana is a financial advisor with Perennial Financial Services in Los Alamitos, CA, holding a Series 66 credential and 18 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and LPL Financial. Aldana also operates Perennial Legacy Insurance Solutions, an insurance-related business. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management, financial planning, and retirement plan consulting, utilizing multiple platform relationships and third-party managers to tailor portfolios and manage held-away defined-contribution accounts.

Nicholas Lentini is a financial advisor at Continuum Advisory, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including OSAIC, Triad Advisors, and Signator Investors, Inc. In addition to his advisory role, he has owned and operated Lentini Financial Advisory since 1996 and serves as an instructor at College of the Canyons. Continuum Advisory serves individual and institutional clients with financial planning, consulting, and discretionary portfolio management. The firm utilizes mutual funds, ETPs, individual securities, model portfolios, and third-party managers, and offers retirement plan consulting including ERISA fiduciary services.

Robert Kennally is a financial advisor at Wedbush Securities Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Arthur J Gallagher. He also operates The Kennally Group, a business within Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services.

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 21 years of industry experience. He holds a Series 66 designation and previously worked at First Trust Portfolios L.P. for 18 years before joining Wedbush Securities in 2023. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm offers a broad range of services such as portfolio management, wealth management, fixed income, commodities, and capital markets, supporting both discretionary and non-discretionary strategies.

Mario Govic is a financial advisor with Ausdal Financial Partners, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Ausdal in 2025, he spent 13 years with Arete Wealth Advisors LLC and Arete Wealth Management LLC. Outside of his advisory role, Govic is involved in managing multiple investment-related entities and owns a hospitality company that oversees rental and charter services. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across a range of asset classes.

Katherine Ehlers is a financial advisor at Hilltop Securities Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hilltop Securities since 2022, following nine years at D.A. Davidson & Co. and prior roles at Crowell, Weedon & Co. and Stone & Youngberg LLC. Outside of her advisory career, she owns and operates KatyErin Photography, providing event and wedding photography services. Hilltop Securities serves both individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity advisory solutions. The firm combines custody, banking, and market-making capabilities while delivering advisory services on an open-architecture platform using third-party and firm-sponsored strategies.

Jan Nicole Vega is a CFP® professional at Aspiriant, LLC with nine years of industry experience. She has worked at Aspiriant since 2020 and previously spent seven years at GenSpring Family Offices, LLC. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, family office, and specialty services. The firm’s approach includes customized investment programs using diverse asset allocation strategies and offers extensive family office capabilities, including accounting and banking support.

Lannie Wright is a financial advisor with NWF Advisory Services Inc and holds Series 63 and Series 65 licenses. He has 42 years of industry experience and has worked with Whjr Associates since 2001 and OSAIC since 1994. Outside of his advisory work, Wright writes mystery and suspense novels and is represented by a literary agent. He also serves as Vice President of Public Relations for Toastmasters International. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and uses an open-architecture Wealth Management Platform that combines advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions with a focus on strategic long-term investing alongside tactical strategies.

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.

Dari Rachedi is a financial advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with Royal Alliance since 2017 and previously with VOYA Financial Advisors from 2014 to 2017. Outside of advisory roles, he is the CEO of Rachedi Financial Group Inc., which sells insurance products including life, long-term care, health insurance, and fixed annuities. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm uses an open-architecture Wealth Management Platform combining advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions, with a focus on strategic long-term investing alongside tactical strategies.

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 licenses and bringing 32 years of industry experience. He has previously worked at firms including Stifel, Morgan Stanley, and Citigroup Global Markets. Pryor is associated with The McNairy Group, a name used in a monthly newsletter, and The Parks Pryor Wealth Management Group, a team within Wedbush. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of wealth management solutions, including discretionary portfolio management and institutional research, supported by custodial, clearing, and prime services.

Andrew Ark is a CFP® professional with five years of industry experience. He is currently an advisor with Composition Wealth, LLC and previously worked at Wealthspire Advisors and EisnerAmper Wealth Advisors. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

William Blanton is a Series 66 licensed financial advisor with 27 years of industry experience. He currently works at Composition Wealth, LLC and has previously held roles at Vintage West Capital Management, Kestra Private Wealth Services, Morgan Stanley, and Merrill. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other investment vehicles, and manages approximately $9.47 billion in discretionary assets.

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.