Yoel Edunn is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Wedbush Morgan Securities since 2005 and previously at Morgan Stanley DW Inc. from 1998 to 2005. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, including trusts and pension plans. The firm offers a broad spectrum of services such as wealth management, fixed income, securities lending, and capital markets, with portfolio management strategies tailored to client objectives and risk profiles.

Joseph Godsey III is a financial advisor with Sovran Advisors, LLC in Pasadena, CA. He holds CFP®, CFA®, and Series 63 designations and has 24 years of industry experience. His previous roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Cetera Wealth Services, LLC. He currently serves as co-trustee for a third-party family trust. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, ongoing advisory relationships, and portfolio management across multiple program types. The firm employs both active and passive investment strategies and utilizes technology-supported rebalancing with access to multiple custodial platforms.

Max Lepley is a CFP®-certified financial advisor at Kinetic Investment Management, Inc. in Los Angeles, CA, with six years of industry experience. Before joining Kinetic, he worked at MFS Fund Distributors, Inc. and Kanani Advisory Group. He is also an insurance agent with Kanani Financial & Insurance Services Inc., where he provides advice and services related to insurance products. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a variety of analytical methods and a primarily long-term trading approach, offering access to a broad set of asset types including non-traded real estate investments.

Brian Holmes is a CFP® with 42 years of experience in the financial services industry. He is CEO of SEIA and SIA LLC and has previously worked at Signator Investors, Inc. Besides his advisory roles, Holmes is the CEO of Signature Estate and Insurance Services and owns Malibu 3-Day Eventing, a consulting business for horse boarding and eventing show horses. SEIA is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients. The firm offers a range of investment management and financial planning services, combining strategic asset allocation with tactical adjustments through an internal Investment Solutions Group and Investment Committee.

Jeffrey Margolis is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and 41 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory role, Margolis serves as a board member of the Calabasas Country Club Men's Club, where he volunteers to run tournaments and maintain golf rules. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutions. The firm offers an open-architecture investment platform with multiple adviser-managed and model-based programs, along with unique operational capabilities such as custody services and municipal bond strategies co-advised with Franklin Templeton Group.

Daniel Gabler is a financial advisor at United Capital Financial Advisors with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley for over 10 years. He is based in Los Angeles, CA. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm also offers sub-advisory and consulting services and supports independent advisors through its technology platform, FinLife Partners.

Dimitri Krikelas is a financial advisor at Westmount Partners, LLC with 16 years of industry experience. He holds the Series 65 designation and has been with Westmount Asset Management since 2010. Westmount Partners provides investment advisory and discretionary portfolio management services to a diverse client base including individuals, institutions, non-profits, and businesses. The firm focuses on tailored asset allocation using mutual funds, managed strategies, and private funds, and is noted for its role as a private fund adviser and sub-advisor managing multi-manager private funds.

Raymond Torres is a CFP® at Clifford Swan Investment Counselors with 10 years of industry experience. He previously worked at The Northern Trust Company for nine years before joining Clifford Swan in 2026. 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’s investment approach is based on proprietary, security-level fundamental research and credit-focused fixed-income analysis, constructing long-term diversified portfolios and selectively delegating to sub-advisers when appropriate.

Abraham Lopez is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at City National Securities, CUSO Financial Services, Wedbush Securities, Matthew Plocher, and Northwestern Mutual Investment Management. Outside of his advisory work, he owns and teaches Brazilian Jiu Jitsu at a martial arts school in Los Angeles. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates financial planning and portfolio management with affiliated sub-advisory asset allocation strategies, serving clients within a larger financial services group that includes banking and trust operations.

Richard Friedland is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Threadline Wealth and has previously worked at Moss Adams Wealth Advisors and Moss Adams Securities & Insurance LLC. Friedland holds Series 66 and Series 63 licenses. Threadline Wealth provides wealth management, financial planning, investment consulting, and portfolio management services to a wide range of clients, including individuals, families, business owners, and institutional entities. The firm employs a core-and-satellite investment approach that integrates quantitative and qualitative due diligence with customized strategies such as options-based hedging and tax-aware programs.

Alan Chuang is a CFP®, CFA®, and holds a Series 65 license with 21 years of industry experience. He has been with Advisory Services Network since 2014. Outside of his advisory role, he is an owner and landlord of a rental property. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with tailored strategies across various asset classes and multiple implementation options.

Caleb Tsang is a financial advisor at Verus Capital Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Avantax. Tsang is also involved with Vinepoint Advisory Group and provides tax preparation and accounting services through Vinepoint Consulting. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation across multiple asset classes, offering customized portfolios aligned with clients’ objectives, risk tolerance, and tax considerations.

Isela Ortega Wu is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and 23 years of industry experience. She has worked at several firms, including Western International Securities, Inc. and Grove Point Investments LLC. 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 is affiliated with a broad financial services group and integrates portfolio management with related banking, trust, and advisory services.

Julie Foong is a financial advisor at Sovran Advisors, LLC with 16 years of industry experience. She holds the Series 65 and Series 63 credentials and has worked at firms including LPL Financial and Trilogy Capital, Inc. She is also the owner of The Financial Collective, where she provides financial planning and investment management services. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a mix of active and passive investment strategies through written investment policy statements and incorporates multiple custodial platforms and third-party management options.

Sean Sugrue is a financial advisor at Westmount Partners, LLC with a Series 65 credential and two years of industry experience. Prior to joining Westmount Partners, he worked at the University of Southern California for four years and at Salem High School for four years. Westmount Partners provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm primarily uses mutual funds and managed strategies, while also sourcing and diligencing private and interval funds for alternative exposure, and manages a series of multi-manager private funds.

Mackenzie Mccombs is a financial advisor at Perennial Financial Services with two years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Ford Financial Group. Outside of advisory roles, she is also employed as a paralegal at Ramsey Law and serves as a notary public. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and businesses. The firm offers fiduciary portfolio management with tailored allocations and utilizes multiple platform relationships and third-party managers to support its client solutions.

Christianne Witrago is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. She previously worked at City National Securities, Inc. for three years and spent ten years at both Bank of America N.A. and Merrill. 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, offering portfolio management and financial planning supported by affiliated sub-advisors and related financial entities.

Gary Friedle is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Advisors. 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 via an affiliated sub-advisor and operates within a broad financial services group affiliated with a bank parent and related entities.

Alejandro Hirsch Marin is a financial advisor at Signature Investment Advisors, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Fidelity Investments, Charles Schwab, Transamerica Financial Advisors, and Prudential Financial. Signature Investment Advisors provides discretionary and non-discretionary investment management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other entities. The firm uses a research-driven approach combining strategic and tactical asset allocation, supported by multiple customizable model platforms and quarterly reporting.

Kenneth Donckels is an advisor at BFC PLANNING, Inc. with credentials including Series 63 and Series 65 licenses. He has multiple years of varied work experience across financial services and related industries, including roles at Berthel, Fisher & Company Financial Services, Inc., Herbert Financial, and Grant Thornton. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets and over 11,000 client relationships through a network of independent advisers offering flexible fee structures and multiple program options.