Elinoa Witkin is a Series 65-licensed advisor at Compound Planning, Inc. with one year of industry experience. Prior to joining Compound Planning, she worked at Executive Benefit and has held roles in educational institutions including Santa Monica Community College and Bais Yaakov School for Girls. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries by offering discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm follows a fiduciary, goals-based investment process that incorporates a variety of strategies and technology partnerships to support portfolio oversight.

Kevin Cavanaugh is a Series 65-licensed financial advisor at Clifford Swan Investment Counselors with 11 years of industry experience. He has been with Clifford Swan since 2011. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, pension and profit-sharing plans, and business owners. The firm manages approximately $4.48 billion in client assets and focuses on rigorous fundamental research to construct long-term, diversified portfolios across equities, fixed income, and private investments.

Roxana Maddahi is a financial advisor at Compound Planning, Inc. with 15 years of experience in the industry. She holds a Series 66 designation and has previously worked at Steel Peak Wealth Management, Morgan Stanley, and J.P. Morgan Securities. Outside of her advisory role, Maddahi serves as President and Board Member of Looking Beyond Next Gen, a nonprofit supporting children and young adults with disabilities, and teaches a philanthropy course at Sinai Akiba Synagogue. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries, offering discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process using a variety of strategies including low-cost ETFs, direct indexing, and alternative investments.

Alicia Sorensen is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Her prior experience includes roles at HSBC Bank USA, HSBC Securities (USA) Inc., Citigroup Global Markets, and Citicorp Investment Services. Outside of her advisory work, she owns AI Design Solutions, an LLC offering consulting and training in Artificial Intelligence technology to individuals and local businesses. Wedbush Securities provides investment advisory and broker‑dealer services to a diverse client base, including individuals, high‑net‑worth clients, and institutional investors. The firm offers a range of services such as wealth management, fixed income, commodities, and securities lending, with portfolio strategies tailored to client objectives and risk tolerances.

Joseph Ganoe is a financial advisor at Composition Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at RBC Capital Markets, LPL Financial, The Prudential Insurance Company of America, and Pruco Securities LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm follows a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and occasional alternative investments, while offering fiduciary retirement plan services and managing approximately $9.47 billion in discretionary assets.

Devin Cruise is a financial advisor at Aspiriant, LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Aspiriant since 2016 in various roles. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside comprehensive wealth planning and family office services. The firm employs customized investment strategies based on internal Capital Market Expectations and offers a broad range of implementation options, including third-party managers, ETFs, private investments, and mutual funds.

Kurtis Munoz is a financial advisor at RBC Securities, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates and Morgan Stanley Smith Barney LLC. 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 offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor, RBC Rochdale, which implements diversified asset allocation strategies.

Arlene Flores is a financial consultant with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and seven years of industry experience. She has been with Wedbush Securities since 2016. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of portfolio management, wealth management, and capital markets services.

David Layten is a financial advisor with Signature Investment Advisors, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at several firms, including Royal Alliance and The Ayco Company, L.P./Mercer Allied. Layten also serves as an Associate Relationship Manager at SIA, LLC, where he is involved in RIA sales and service. Signature Investment Advisors provides investment management to individuals, high-net-worth clients, trusts, and institutions through various branded programs. The firm applies a research-driven investment process combining strategic and tactical asset allocation and offers both discretionary and non-discretionary solutions.

Michael Murray is a financial advisor with Kinetic Investment Management, Inc. in Los Angeles, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at SagePoint Financial and Financial Network and operates an insurance agency offering life, health, disability, long-term care insurance, annuities, and Medicare products. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm uses a multi-method investment approach with a primary long-term trading orientation and offers portfolio management, financial planning, sub-advisory, and educational services.

Michael Cannone is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 15 years of industry experience. His prior work includes a role at Westmount Asset Management. Westmount Partners provides investment advisory and discretionary portfolio management services to a diverse client base including individuals, institutions, non-profits, and corporations. The firm constructs tailored portfolios primarily using mutual funds and managed strategies while incorporating private and interval funds for alternative exposure, and manages multiple multi-manager private funds launched since 2019.

Jodi Johnston is a financial advisor with NWF Advisory Services Inc. She holds Series 63 and Series 65 credentials and has 23 years of industry experience. Her prior work includes roles at Royal Alliance Associates, Ameriprise Financial Services, Waddell & Reed, and TD Ameritrade. She also serves as Vice President of Business Development for NWF Advisory Group and is involved in recruiting, business development, and compliance activities within the firm. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of more than 100 advisory representatives. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting through an open-architecture platform that employs risk-tolerance assessments and various portfolio management strategies.

Ethan Smith is a financial advisor at Perennial Financial Services with a Series 66 designation and one year of industry experience. Prior to joining Perennial Investment Advisors, he held roles at LPL Financial, Johanson Transportation Services, and Grand Canyon University. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting for individual clients, trusts, pensions, and corporate accounts. The firm combines discretionary portfolio management and standalone planning services, utilizing both traditional and technological tools, including AI, to tailor and monitor portfolios according to client goals and risk tolerance.

Matthew Steiger is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA. He holds Series 65 and Series 63 licenses and has 16 years of industry experience. Prior to joining RBC Securities, he worked at City National Securities for 10 years and Convergent Wealth Advisors, LLC for one year. 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 combines investment advisory and broker-dealer services with a broad range of affiliated financial businesses, including trust and municipal advisory services.

Jo Anne Jessee is a financial advisor at Abacus Wealth Partners with one year of industry experience. She holds the Series 66 designation and has worked at several firms including The Leaders Group Inc and Cetera. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, institutions, and charitable organizations. The firm employs an asset-class investing approach with a focus on passive and fundamental analysis, integrating ESG screening and private pooled vehicles into client portfolios.

Brian Victoria Madrigal is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes positions at City National Securities, D.A. Davidson & Co, J.P. Morgan Chase Bank, City National Bank, and Citibank. 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 with affiliated entities, including a bank and trust company, offering portfolio management and financial planning supported by sub-advisory asset allocation strategies.

Daniel Stieff is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He previously worked at LPL Financial and Financial West Group. Outside of his advisory role, he serves as president of Daniel Stieff, Inc., a corporation established to manage his real estate holdings and tax matters. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers a broad range of services such as wealth management, fixed income, commodities, and securities lending, with portfolio management strategies tailored to client objectives and risk tolerances.

Shehab Mohammad is a financial advisor with NWF Advisory Services Inc in Los Angeles, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with NWF Advisory Services since 2007 and has a longstanding affiliation with Royal Alliance Associates, Inc. since 1994. Mohammad serves on the board of the Optimist Youth Home, a nonprofit organization. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and offers a range of investment programs, including advisor-managed portfolios and third-party model portfolios, focusing mainly on strategic long-term investing within an open-architecture wealth management platform.

Michael Cheatham is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA. He holds the CFP® designation and Series 66 and 63 licenses, and has 12 years of industry experience, including roles at City National Securities, Inc., Wells Fargo Clearing, and Wells Fargo Bank. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm uses an affiliated sub-advisor for portfolio management and integrates its services within a larger financial services group that includes banking, trust, and municipal advisory businesses.

Roy Lin is a CFA® charterholder with 13 years of experience in the financial industry. He is currently with RBC Securities, Inc., where he has worked since 2026. Prior to that, he spent 11 years at U.S. Bancorp Advisors, LLC. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management with broader financial services, leveraging its affiliation with a bank parent and related entities.