Alexander Yaftali is a CFA® charterholder with four years of industry experience, currently advising at Monograph Wealth Advisors, LLC in Manhattan Beach, CA. He has been with Monograph Wealth Advisors since 2015, holding various roles within the firm. Outside of his advisory work, he is a member of Libretto LLC, a financial planning software company. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, offering investment advisory services alongside wealth planning, pension consulting, and philanthropic services. The firm emphasizes bespoke investment policy statements, asset allocation, third-party sub-advisors, and access to alternative investments as part of its integrated wealth-management approach.

Christopher Werner is a financial advisor at Westmount Partners, LLC with 20 years of industry experience. He holds a Series 65 credential and worked at Westmount Asset Management from 2006 to 2011. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension and profit-sharing plans, non-profits, estates and trusts, corporations, and partnerships. The firm specializes in constructing tailored portfolios using mutual funds and managed strategies, and is notable for its role as a private fund adviser and sub-advisor managing multi-manager private funds.

Maria Isabel Pedrosa is a financial advisor at Gesar Capital Management with 15 years of industry experience. She holds a Series 65 designation and has worked at Carnegie Investment Counsel from 2019 to 2024. She serves as Chair of the Investment Committee and a member of the Executive Committee for the Khyentse Foundation, a client of her firm. Gesar Capital Management provides discretionary portfolio management and hourly financial advisory services to individual investors, including high-net-worth clients, and charitable institutions. The firm’s investment approach is tailored to client risk profiles and includes due diligence on private funds and active management of foundation relationships.

Neda Kanani is a Series 65-licensed financial advisor with eight years of industry experience. She has been with Kinetic Investment Management, Inc. since 2026 and also operates Kanani Financial & Insurance Services and Kanani Advisory Group Inc., both active for over nine years. Kanani is a licensed insurance agent and spends part of her time working in insurance services. Kinetic Investment Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach using various analytical methods and may allocate client portfolios to higher-risk, potentially illiquid investments when appropriate.

Rafael Pando is a financial advisor with RBC Securities, Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at City National Securities, City National Bank, and Wells Fargo, where he worked from 2007 to 2021. Outside of his advisory work, he co-owns a rental property with family members. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program, utilizing discretionary asset-based fee accounts managed by an affiliated sub-advisor. The firm is distinguished by its integration within a broad financial services group affiliated with a bank parent and related entities.

James Stephan is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wedbush Securities since 2009 and previously worked at First Wall Street Corp. from 2001 to 2008. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, securities lending, capital markets, and prime services among its offerings. The firm manages both discretionary and non-discretionary portfolio strategies tailored to client objectives and risk profiles.

Raafat Iskander is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Calton in 2015, he worked at J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. Outside of advising, he owns and operates a tax filing business, Alexander Wealth Management, LLC. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management and financial planning, offering both direct management through proprietary programs and third-party money manager recommendations.

Victoria Murphy is a financial advisor at SEIA with a Series 65 designation and three years of industry experience. Prior to joining SEIA in 2025, she worked at Steel Peak Wealth Management, LLC for four years and has held roles in various other industries, including animal hospitals and digital media. Outside of finance, she serves as Director of Operations for Chris Sailer Kicking LLC, a football training company. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a combination of strategic and tactical investment approaches and offers a wide range of portfolio management and financial planning services.

Cristian Lopez is a financial advisor at Certuity, LLC with a Series 65 credential and one year of industry experience. Prior to joining Certuity, he worked at Park City Wealth Advisors for one year and was a full-time student from 2015 to 2025. Certuity serves high- and ultra-high-net-worth families, private foundations, endowments, family offices, and pooled investment vehicles, providing investment advisory, family office, financial planning, and consulting services. The firm emphasizes asset allocation, diversification, and a long-term buy-and-hold investment approach, supplementing public market strategies with access to private markets through its private fund series.

Anthony Montenegro is a Series 65-licensed advisor with Gibbs Wealth Management, LLC, based in Pasadena, CA. He has 13 years of industry experience, including ownership of Montenegro Financial Inc. Outside of financial advising, he is involved in marketing and management through Black Mountain Marketing Inc. and holds a partial ownership in a hair salon business. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and a variety of analytical approaches to guide investment allocations.

Jonathan Bates Jr. is a financial consultant at Wedbush Securities Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at GABA Corporation and Poke Rainbow. 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 solutions. The firm’s services include discretionary and non-discretionary portfolio management, institutional research, and prime brokerage functions.

Amra Faruqi is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. Prior to joining RBC Securities, she worked at City National Securities, RBC Capital Markets, and HSBC Securities (USA) Inc. Outside of her advisory role, she serves as Treasurer for the San Francisco chapter of Developments in Literacy, a nonprofit focused on raising funds for children's schools. 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 its advisory services with a broad financial services group affiliated with a bank parent, offering portfolio management, financial planning, and access to various investment vehicles.

Christopher Sutherlin is a financial advisor at Copper Financial in Hawthorne, CA, holding a Series 66 designation. He has one year of industry experience, including prior roles at Uber Technologies, MWA Financial Services, and Modern Woodmen of America. Copper Financial primarily serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party managers, a model-based wrap program, and an online Guided Investing option. The firm works with individual and institutional clients, acting as fiduciaries while providing advisory services and conducting due diligence on third-party managers.

Tiffany Yee is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Sovran Advisors since 2025 and previously spent nine years with CUSO Financial Services, LP. Outside of her advisory role, she owns a real estate rental property business in Pasadena, CA. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning and portfolio management services that combine active and passive strategies across various asset classes.

Tony Yu is a CFP® and ChFC® professional with 26 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. since 2015. He has held leadership roles including President of DSG Insurance Services, overseeing property, casualty, and various insurance products. Yu is also involved in nonprofit organizations such as the Asian Pacific CPA Association and the Taiwanese American Lawyers Association, serving in board positions. M HOLDINGS SECURITIES, Inc. serves individual and institutional clients nationwide through a broad offering of advisory and brokerage services, including investment management, retirement plan consulting, and insurance advisory. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a range of managed account programs and sub-advisory relationships.

Scott Fellmeth is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with 17 years of industry experience. He has worked at Westmount Asset Management since 2014, following prior roles at Certuity, LLC and Luminous Capital, LLC. 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 customizes portfolios using mutual funds, managed strategies, and private fund allocations, and is noted for its role as a private fund adviser and for managing multi-manager private funds launched since 2019.

Makenna Kelly is a financial advisor at Wedbush Securities Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at FuelPositive Corporation and Moen Incorporated. 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 solutions.

Timothy Lonergan is a CFP® with eight years of industry experience, currently serving at Westmount Partners, LLC. His prior experience includes roles at Fidelity Investments, Morgan Stanley Private Bank, Morgan Stanley, and Boston Private Wealth LLC. Westmount Partners, LLC provides investment advisory and discretionary portfolio management to individual and institutional clients, utilizing tailored asset allocation primarily through mutual funds and managed strategies. The firm is also notable for acting as a private fund adviser and sub-advisor, managing multi-manager private funds and allowing alternative share classes for certain investors.

Houlin Yun is a financial advisor at RBC Securities, Inc. with three years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, as well as trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that implements diversified asset allocation strategies.

Katrina Dudley is a financial advisor at Wedbush Securities Inc. with 29 years of industry experience. She holds Series 63 and 66 licenses and has been with Wedbush Morgan Securities since 2009, following two years at First Wall Street Corp. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm provides a range of wealth management solutions, including discretionary and non-discretionary portfolio management, fixed income, commodities, and prime services.