Makenna Kelly is a Series 66 licensed financial advisor with Wedbush Securities Inc. in Pasadena, CA, with one year of industry experience. Prior to joining Wedbush Securities, she worked at FuelPositive Corporation and held various roles at Moen Incorporated and Oakhurst Golf & Country Club. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, and capital markets. The firm manages approximately $5.68 billion in regulatory assets and provides both discretionary and non-discretionary account solutions alongside clearing, custodial, and prime services functions.

Timothy Lonergan is a CFP® with seven years of industry experience, currently serving as a financial advisor 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 discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, non-profits, estates, and corporations. The firm manages approximately $5.2 billion and emphasizes using no-load mutual funds and pooled vehicles, while also sourcing alternative and private investments for qualified investors.

Katrina Dudley is a financial advisor with Wedbush Securities Inc., holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Wedbush Morgan Securities since 2009. Wedbush Securities serves a diverse client base including individual investors, high-net-worth clients, foundations, and institutions, offering a range of brokerage and SEC-registered investment advisory services. The firm provides managed account solutions alongside commission-based brokerage and operates capital markets, clearing, and prime services across multiple asset classes.

Hagop (Jacob) Tujian is a financial advisor at RFG Advisory, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Independent Financial Group for 19 years and StoneKimbro for 3 years. Outside of his advisory role, he volunteers with the Boy Scouts of America, assisting with Eagle Scout projects and teaching the Personal Management merit badge class. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients with approximately $8 billion in assets under management. The firm provides portfolio management, financial planning, retirement plan consulting, and access to a range of investment strategies, including actively managed and passive models, alternative investments, and tax-aware approaches.

Raymundo Flores is a financial advisor at Clifford Swan Investment Counselors with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at City National Securities, Northwestern Mutual Investment Services, LPL Financial, and Western Asset Management. Outside of finance, he serves as Treasurer and CFO for MVP Tile & Marble Inc., a family-owned tile contracting business in California. Clifford Swan Investment Counselors manages approximately $4.48 billion in assets, serving individuals, charitable institutions, foundations, pension plans, and business owners. The firm employs fundamental research to construct diversified portfolios across equities, fixed income, and private investments, and offers tailored wealth-planning and administrative services.

Cassie Kang is a CFP® with 19 years of experience in the financial industry. She is currently with Brookwood Investment Group and Brookwood Insurance Group, having previously worked at Belpointe Asset Management and Cambridge Investment Research Advisors. Outside of finance, she has experience with Krav Maga United. Brookwood Investment Group is a multi-advisor firm managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and a network of affiliated businesses to support its clients.

Denis Massey is a financial advisor with Westmount Partners, LLC in Los Angeles, CA, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked at Westmount Asset Management, LLC since 2016. Westmount Partners provides discretionary investment management and financial planning to individuals, institutions, non-profits, and private investment funds. The firm manages client accounts primarily using no-load mutual funds and offers access to alternative investments through multi-manager private funds and pooled vehicles.

Daniel Amaradio is a CFP® with 39 years of industry experience. He is currently with SEIA and has held prior roles at Select Money Management, Inc., Securities Equity Group, and Select Portfolio Management, Inc. Amaradio is a partner at SEIA LLC and SMM Inc., both registered investment advisory firms. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm utilizes a combination of strategic asset allocation and tactical adjustments, primarily managing assets on a non-discretionary basis, and offers a range of investment management and consulting services.

Michael Macauley is a financial advisor at SEIA with 16 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including SES LLC, Royal Alliance Associates, and SII. He is a partner/shareholder in TML Advisors and owns Macauley Holdings LLC, where he manages bookkeeping and tax filing. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset allocation with tactical adjustments via an in-house Investment Solutions Group and Investment Committee, managing assets primarily on a non-discretionary basis.

Elijah Cooksey is a financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at City National Securities, Wealth Enhancement group entities, RBC Capital Markets, and AXA-Advisors. Outside of finance, he is a self-published fiction author and a general partner developing a mobile puzzle math game called Ribbon. 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 investment management from its affiliated sub-advisor RBC Rochdale with a broad financial services platform including banking, trust, and municipal advisory services.

Patrick Egan is a financial advisor at International Assets Investment Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Western International Securities, Inc., Coordinated Wealth Management, LLC, and operated as a licensed tax preparer. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, along with access to third-party money managers and financial planning services.

Gregory Devine is a financial advisor with 21 years of industry experience, currently with 71 West Capital Partners. His prior experience includes 16 years at Goldman Sachs & Co. and five years at UBS Financial Services Inc. Outside of advising, he owns and manages real estate through several sole proprietorships and LLCs. 71 West Capital Partners provides wrap-fee portfolio management and consulting to individuals, high-net-worth clients, trusts, pension, and corporate clients. The firm manages approximately $5.5 billion, offering customized portfolios with ongoing monitoring and a range of investment strategies.

James Larew is a financial advisor with Wedbush Securities Inc. in Pasadena, CA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 17 years at Wedbush Morgan Securities. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services, managing approximately $5.68 billion in regulatory assets, with capabilities across wealth management, capital markets, commodities, and prime services.

Andres Guzman is a CFP® professional with 11 years of industry experience, currently serving with Portside Wealth Group, LLC and Legacy Wealth Investment Counsel, LLC. His prior experience includes roles at Charles Schwab and Northwestern Mutual, among others. He is also licensed as an independent insurance agent in California, focusing on fixed life, health, and annuity products. Portside Wealth Group is a multi-advisor wealth management firm that delivers discretionary portfolio management, financial planning, pension consulting, and co-advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm utilizes a blend of fundamental, technical, and modern portfolio theory in its investment approach and offers related legal and accounting services through affiliated professionals.

Hampton Adams III is a financial advisor at SEIA with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Royal Alliance Associates, Inc. and Jhfn Sii. Adams has been associated with SEIA since 2012. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments and employs both discretionary and predominantly non-discretionary investment management approaches.

Bernard Obrien is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and bringing 38 years of industry experience. He has been associated with Wedbush Morgan Securities Inc. and Woodcrest Country Club since 1989. Wedbush Securities serves a diverse client base including individual investors, high-net-worth clients, foundations, and institutions, offering a range of brokerage and investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm provides various managed account solutions as well as clearing, custodial, and execution services, with a distinctive combination of broker-dealer operations and capital markets functions tied to commodities and derivatives.

Keely Patridge is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include 19 years at Charles Schwab & Co., Inc. and her current tenure at City National Securities, Inc. since 2024. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm is integrated within a broad financial services group, offering financial planning and portfolio management with delegated investment management by its affiliated sub-advisor, RBC Rochdale.

Marcus Marshall is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at ICMA Retirement Corporation since 2015. Outside of his advisory role, he also works as a food delivery carrier for Uber Eats. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Victoria Wilk is a financial advisor at Mutual Advisors, LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Independent Financial Group and First Allied Advisory Services. Outside of her advisory role, she is the founder and designer of Shaque D'Amour, a French home design and decor business, and also provides marketing and copywriting consulting for small businesses. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plan participants with a range of services including asset management, financial consulting, and ERISA plan advisory, utilizing both passive and active investment strategies tailored to client objectives.

Michael Amash is a financial advisor at Westmount Partners, LLC with 23 years of industry experience. He has been with Westmount Asset Management since 2002 and holds a Series 63 designation. Westmount Partners provides discretionary investment management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, non-profits, estates, trusts, and corporations. The firm is notable for its role as a private fund adviser and sub-advisor for multi-manager pooled funds, managing client accounts primarily with no-load mutual funds and offering various financial planning services.