John Goodman is a financial advisor at Wedbush Securities Inc. with 41 years of industry experience. He previously worked at McDonald Partners LLC and Wells Fargo Clearing. Goodman is involved in multiple business activities, including serving on the boards of the Playhouse Square theater district and the Greater Cleveland Film Commission as a volunteer. 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. The firm supports both discretionary and non-discretionary portfolio management and provides custodial, clearing, and prime services.

Julie Vuong is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 10 years of industry experience. She holds a Series 66 designation and has worked at Gerber Kawasaki since 2017. Her prior experience includes roles at LPL Financial and Lethemon Financial. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual and institutional clients, offering wealth management, financial planning, and pension consulting. The firm employs tailored portfolio strategies with techniques such as tax-loss harvesting and active stop-loss management, and it also acts as sub-adviser to an actively managed growth-focused ETF.

Leslie Ann Gutierrez is a financial advisor at Clifford Swan Investment Counselors with 19 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services, Wells Fargo Clearing, and Citigroup Global Markets. 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, utilizing proprietary fundamental research and a long-term, diversified investment approach tailored to each client's objectives.

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.

Leighton Helfrick is a financial advisor at AWM Capital, LLC with a Series 65 credential and one year of experience. Prior to joining AWM Capital, he worked at Matthews Commercial Real Estate and has held roles affiliated with UC Davis and Cal State San Marcos, including involvement with the UC Davis Baseball Camp. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management and comprehensive financial planning services such as tax, estate, and insurance planning. The firm employs a liability-driven investing framework and an open-architecture platform to create customized portfolios using a variety of investment vehicles, including mutual funds, ETFs, separate account managers, and private placements.

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.

Justin Dyer is a CFP®, CFA®, and Series 66 registered financial advisor with 15 years of industry experience. He is currently with AWM Capital, LLC and also owns AWM Ventures LLC, which focuses on venture capital investing. His prior work includes roles at Bridge Advisory LLC, PHC Inc., and LPL Financial, among others. AWM Capital, LLC serves high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management and comprehensive financial planning. The firm employs an open-architecture platform and a liability-driven investing framework to build customized portfolios, and its affiliate AWM Ventures sponsors private funds in private equity, venture capital, and real estate.

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.

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.

Christopher Kiely is a financial advisor at Mutual Advisors, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at Mutual Advisors since 2013, also maintaining affiliations with Mutual Securities, Inc. and Thomas Kiely. Outside of his advisory role, he is the managing member of Kiely Tax Consulting, a tax preparation and consulting business. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios using both active and passive strategies with an emphasis on diversification and client-aligned objectives, supporting a range of account types and employing multiple analytical approaches.

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.

Walter Yu is a Series 65-credentialed financial advisor at Abacus Wealth Partners with 11 years of industry experience. He has been with Abacus Wealth Partners since 2014. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base including individuals, families, and institutions. The firm employs an asset-class investing approach using primarily no-load mutual funds, ETFs, and passive institutional funds, and integrates private placements and ESG screening into client portfolios when appropriate.

Lannie Wright is a financial advisor with NWF Advisory Services Inc in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior work includes 16 years at Whjr Associates and over three decades at OSAIC. Outside of financial advising, Wright is an author focusing on mystery and suspense novels and serves as Vice President of Public Relations for Toastmasters International. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a team of more than 100 advisors. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement consulting using an open-architecture, technology-driven platform.

Mitchell Grushen is a CFP® professional with six years of industry experience, currently serving at Mission Wealth Management, LP since 2018. Prior to that, he worked at Pure Financial Advisors for one year and was a student from 2014 to 2017. Based in Los Angeles, CA, his experience spans wealth management and financial planning. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, tax planning, estate coordination, and retirement plan advisory services. The firm employs a “total picture” approach integrating investment management with tax, trust, philanthropy, and risk planning, utilizing a mix of internal and third-party resources tailored to client needs.

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.