Manvir Manak is a financial advisor with Advisory Services Network, holding CFP®, CFA®, and Series 65 credentials and seven years of industry experience. He has worked primarily with MAP Strategic Wealth Advisors and Advisory Services Network since 2016. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing diverse securities and customizable engagement models.

George Washington Jr. is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in a baking business assisting with bookkeeping and works as a DJ technician providing musical entertainment for high-value weddings. Foundations Investment Advisors LLC delivers financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a broad network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach to manage investments.

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.

Paul Miller is a financial advisor at First Foundation Advisors with 15 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with First Foundation Advisors since 2012. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as investment companies. The firm uses an open-architecture, multi-asset approach that includes equities, fixed income, mutual funds, ETFs, alternative investments, and independent managers, and operates with a bank holding company affiliation through FirstSun Capital Bancorp.

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 career includes tenure at City National Securities, City National Bank, and Wells Fargo-affiliated firms. Outside of his advisory role, he co-owns a rental property in La Quinta, CA with family members. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor that constructs and manages diversified portfolios on a discretionary basis.

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.

John Benfanti Jr. is a financial advisor with Stonex Advisors Inc. in Los Alamitos, CA, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has worked with StoneX Advisors Inc. since 2019 and previously was with Quest Capital Strategies, Inc. for six years. In addition to his advisory role, he is president and owner of Health Plus Insurance Agency, an insurance sales business he has led since 1990. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting through a network of independent advisors and an in-house Private Client Group. The firm employs a range of portfolio solutions and third-party money managers, supported by platforms such as Envestnet and Advyzon, and is part of the larger StoneX Group, which offers integrated clearing, custody, and lending services.

Victoria Murphy is a financial advisor at SEIA with a Series 65 credential and three years of industry experience. Prior to joining SEIA in 2025, she worked at Steel Peak Wealth Management, LLC from 2021 to 2025. Outside of her advisory role, she serves as Director of Operations for Chris Sailer Kicking LLC, a football training company. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments and employs both discretionary and largely non-discretionary management styles.

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 credentials and possessing nine years of industry experience. Her prior work includes roles at City National Securities, RBC Capital Markets, and HSBC Securities (USA) Inc. She volunteers as Treasurer of the San Francisco chapter of Developments in Literacy, a nonprofit focused on fundraising and managing 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 investment management via an affiliated sub-advisor and offers financial planning, portfolio management, and ongoing reporting as part of its services.

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.

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 seven years of industry experience, currently serving at Westmount Partners, LLC. His prior roles include positions at Fidelity Investments, Morgan Stanley Private Bank, Morgan Stanley, and Boston Private Wealth LLC. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, tailoring portfolios primarily through mutual funds, managed strategies, and private funds. The firm is known for acting as a private fund adviser and sub-advisor, managing multi-manager private funds, and employing fee structures that include performance-based options for institutional 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.

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.