Tony Raygoza is a financial advisor at Sovran Advisors, LLC in Pasadena, CA, with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. Raygoza is also licensed as an insurance agent, selling fixed insurance products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors and offers a range of portfolio management and consulting services using both advisor-managed and model portfolios.

Eddie Fung is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses with 31 years of industry experience. His prior roles include positions at D.A. Davidson & Co. and Crowell, Weedon & Co., where he worked for over 16 years. 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 securities lending services. The firm supports discretionary and non-discretionary portfolio management alongside institutional research and prime brokerage capabilities.

Gabrielle Rosser is a financial advisor at Root Financial Partners in Los Angeles, CA, holding a Series 65 credential with two years of industry experience. Prior to joining Root Financial Partners, she worked at Vital Findings and Community.com. Outside of her advisory role, Ms. Rosser provides floral design services for events as a partner in her father’s company. Root Financial Partners offers investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm employs a broadly diversified, passive investment approach using index funds and ETFs, with portfolios tailored to client objectives, risk tolerance, and tax considerations, and provides educational programming and self-directed financial education through paid online academies.

Terrence Demorest is a financial advisor at Westmount Partners, LLC with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Westmount Asset Management since 2008. Westmount Partners, LLC provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion across 1,400 clients, using primarily no-load mutual funds and pooled vehicles, and offers access to alternative and private investments for qualified investors.

Patrick Selway is a financial advisor at Blackridge Asset Management, LLC with 25 years of industry experience. He previously worked for Gold Coast Securities, Inc. for 20 years. Outside of his advisory role, he is a notary public and a speaker for Saife & Toastmasters, Inc. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations through a network of investment adviser representatives. The firm offers tailored financial planning and model-based portfolio management, utilizing an affiliated turnkey asset management platform and a range of wrap-fee and discretionary programs.

Virginia King is a financial advisor with Aspiriant, LLC in Los Angeles, CA, holding a Series 65 credential and 17 years of industry experience. She has been with Aspiriant since 2008. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services. The firm offers customized investment programs using diverse implementation options and incorporates advanced tools like AI to assist client communications and analyses.

Dillon Cranston is a financial advisor at Signature Investment Advisors, LLC in Los Angeles, CA, holding a Series 66 credential with one year of industry experience. Prior to joining Signature Investment Advisors, he worked in various roles including at Zapwater Communications and SRG. Signature Investment Advisors provides investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions through a range of branded programs. The firm combines quantitative and qualitative research within a structured investment process, offering both discretionary and non-discretionary portfolio management strategies.

Kelli French is a financial advisor at SEIA with 11 years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes roles at SES Inc., Royal Alliance Associates, Inc., SII/John Hancock, and Fidelity Brokerage Services LLC. SEIA serves individual, high-net-worth, trust, retirement plan, institutional, and charitable clients through a multi-team advisory platform. The firm’s investment process combines strategic macro asset allocation and tactical adjustments guided by an in-house Investment Solutions Group and committee, with a predominance of non-discretionary asset management.

Dennis Shu is a CFP®-certified financial advisor with 14 years of industry experience, currently practicing at Perennial Financial Services in Los Angeles, CA. He has been with Perennial Financial Services since 2017 and is also involved with Perennial Financial & Insurance Services and LPL Financial. Outside of his advisory work, he is a swim instructor based in Santa Monica. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides fiduciary portfolio management tailored to client goals and risk tolerances, utilizing multiple platform relationships and combining retirement plan consulting with licensed insurance and dually-registered representative services.

Robert Francais is a financial advisor at Aspiriant, LLC in Los Angeles, CA, holding a Series 65 designation with 17 years of industry experience. He has been with Aspiriant since 2009. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning, family office, and specialty services. The firm offers customized investment programs utilizing a variety of implementation options and features expanded family office capabilities and public mutual funds investing in private assets.

Amy Born is a CFP® and CFA® with 26 years of industry experience, currently serving as an advisor at SVB Wealth. She has previously worked at Boston Private Wealth LLC and HighTower Advisors, LLC. Born is a member of the Investment Committee for the national non-profit Kappa Delta Sorority, supporting the development of college women across the US. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, providing wealth management, portfolio management, and financial planning services. The firm employs a documented due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company, integrating its offerings with affiliated bank, trust, and broker-dealer entities.

Carlos Guzman is a financial advisor at Regal Investment Advisors LLC with eight years of industry experience. He holds a Series 65 credential and has worked at Regal since 2018. Prior to that, he was with Brookstone Capital Management for one year and has served as president of CKG Insurance Agency Inc, where he sells life insurance products and fixed/indexed annuities. Regal Investment Advisors LLC, doing business as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers both proprietary and third-party model portfolios and grants discretionary authority to implement and manage these strategies on behalf of clients.

Fenimore Marsh is a financial advisor at Vontobel Swiss Financial Advisers with one year of industry experience. He holds a Series 65 designation. His prior work history includes positions at WellAcre Wealth Management, LLC, and roles outside the financial sector such as at Wind Addiction Kitesurfing School. Vontobel Swiss Financial Advisers offers wrap-fee wealth management programs to individuals, corporate entities, and institutional clients, providing both discretionary and non-discretionary investment advisory services. The firm manages a range of multi-asset and single-asset strategies and reported approximately USD 16.2 billion in program assets as of December 31, 2025.

Guillermo Guzman is a financial advisor with RBC Securities, Inc. in Los Angeles, California, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at City National Securities, Fidelity Investments, Morgan Stanley Smith Barney, and Wells Fargo Advisors. 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, RBC Rochdale. The firm is affiliated with a broad financial services group, including banking, trust, and municipal advisory services.

Mark Copeland is a CFP® professional with 38 years of industry experience. He is a senior partner at SEIA and has held roles at SES Inc., Royal Alliance Associates, and Signator Investors. His activities include insurance sales and service consistent with financial planning. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, emphasizing mostly non-discretionary management with client trade approval.

James Rehfeld 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 for nine years. Outside of his advisory role, he operates a media entertainment consulting business and serves as vice president on the board of a homeowners association in Los Angeles. United Capital provides national financial planning and discretionary investment management to individual, high-net-worth, retirement plan, and institutional clients. The firm offers a range of customizable investment strategies and supports other independent advisors through its technology platform, FinLife Partners.

Alexandra Shaheri is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. She previously worked at SteelPeak Wealth and attended the University of California, Santa Barbara. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments, and manages approximately $9.47 billion in discretionary assets.

Brian Ullmann is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Perennial Financial Services and has prior experience at Ford Financial Group and LPL Financial. Ullmann is a member of the Saint Agnes Men's Club, a philanthropic organization supporting local medical and community programs. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor client portfolios.

Langley Thomas is a financial advisor at Composition Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Miracle Mile Advisors, Lenox Advisors, and MML Investors Services. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds, supported by both fundamental and technical analysis.

Cesar Franco is a financial advisor with NWF Advisory Services Inc in Alhambra, CA, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He has been associated with Royal Alliance Associates, INC. since 1997. Outside of his advisory role, he owns a sole proprietorship that sells fixed and variable life insurance and health insurance. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that includes advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions.