Murcy Huang is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Clifford Swan Investment Counselors since 2021. Prior to joining Clifford Swan, he worked at City National Bank for eleven years. 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 centers on proprietary fundamental research for equities and credit-focused fixed income, constructing diversified portfolios tailored to clients’ objectives, liquidity needs, and tax considerations.

Brian Schiazzano is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 designations and over 30 years of industry experience. His prior roles include positions at Signature Estate & Investment Advisors, Royal Alliance, and Mariner Wealth Advisors. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform with approximately 140 advisors. The firm offers a mix of investment management, financial planning, retirement plan consulting, and investment consulting, employing a combination of strategic asset allocation and tactical adjustments within a framework consistent with modern portfolio theory.

Jacob Quiroz is a CFP® and holds a Series 66 license with two years of industry experience. He currently practices at Earned Wealth Advisors, LLC, having joined in 2026 after roles at Abacus Wealth Partners, BakerAvenue Wealth Management, and Aspiriant LLC. Prior to his financial advisory career, his background includes positions at Kaiser Permanente, Tiffany & Co., and Edward Jones. Earned Wealth Advisors serves individual and institutional clients, particularly physicians, dentists, and their practice employees, offering comprehensive financial planning, discretionary wealth management, and retirement plan consulting. The firm utilizes independent investment managers, model portfolios, and a third-party consultant while providing access to alternative investments and employs tools like Monte Carlo analysis and automated tax-loss harvesting.

Jesus Quezada is a financial advisor at Alexander Capital Wealth Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Crown Capital Securities, Regal Investment Advisors, and Regulus Advisors. Outside of his advisory role, he is a partner in Valzada Industries, where he engages with homeowners and tradesmen to support community rebuilding efforts. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients for capital markets and M&A advisory. The firm employs a top-down, asset-allocation investment process that integrates proprietary technical analysis with fundamental review and uses discretionary management, sub-advisers, and model portfolios.

Andrea Mitchell is a financial advisor at SEIA with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Royal Alliance Associates, Bel Air Investment Advisors, and Crabel Capital. Mitchell also serves as a Trading Operations Analyst at SEIA. 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, using quantitative and qualitative research, and manages assets primarily on a non-discretionary basis.

Joseph Hagler is a financial advisor with NWF Advisory Services Inc in Orange, CA, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. He has worked at OSAIC since 2017 and previously with VOYA Financial Advisors, and he has operated his own firm, Hagler Financial Services, since 2001. Outside of financial advising, he is a regional representative for CAP-Lures, a patented freshwater fishing lure company. 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 employs an open-architecture wealth management platform with a mix of advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Michael Fuller is a financial advisor with Perennial Financial Services in Arroyo Grande, CA, holding a Series 63 designation and bringing 29 years of industry experience. His prior experience includes over two decades at Raymond James Financial and roles with LPL Financial since 2021. He serves on the board of a local nonprofit organization. Perennial Financial Services provides investment advisory and consulting services to individual clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning tailored to client goals, utilizing multiple platform relationships and third-party managers to deliver individualized portfolio management and retirement plan consulting.

Matthew Hathway is a financial advisor at SEIA with three years of industry experience. He holds a Series 66 designation and previously worked at Alma Via of Camarillo and Atria Grand Oaks. Outside of advisory services, Hathway is involved in RIA sales and service through his role at SEIA LLC. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset allocation with tactical adjustments and employs both discretionary and non-discretionary investment management models, with a majority of assets managed on a non-discretionary basis.

Brenda Oleary is a financial advisor with Genter Capital Management in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior experience includes roles at IMST Distributors, NexCore Group, and various firms in real estate and capital advisory. Genter Capital Management provides discretionary investment supervisory services to a diverse client base including individual and institutional investors, managing equity and fixed-income portfolios and serving as adviser to the Genter Capital Dividend Income Fund and sub-advisor to several ETFs. The firm employs a multi-team approach that combines fundamental and quantitative analysis and is notable for its long operating history and focus on municipal fixed-income strategies.

Ivan Parry is a financial advisor at RBC Securities, Inc. with 29 years of industry experience. He holds a Series 66 designation and has worked at City National Securities, Inc., Western International Securities, Inc., and NPB Financial Group, LLC. 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 integrates portfolio management with banking and trust services, serving a broad client base including high-net-worth individuals.

Pamela Wilson is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at several firms, including CreativeOne Wealth, LLC, Searchlight Investments, LLC, and Beverly Drive Financial & Insurance Solutions, where she also serves as an insurance agent. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning, using an open-architecture platform and a combination of fundamental and technical analysis to tailor investment strategies.

Bradley Klahn is a CFP® and holds a Series 66 license, currently advising at Monograph Wealth Advisors, LLC in Manhattan Beach, CA. He has been with Monograph since 2023 and was previously self-employed for two years. Before entering the financial advisory field, Klahn spent 11 years with the Association of Tennis Professionals. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, offering investment advisory services alongside wealth planning and philanthropic support. The firm emphasizes tailored investment policy statements, asset allocation, and access to alternative investments, integrating technology to enhance client service.

Thomas Kang is a financial advisor at Wedbush Securities Inc. with 10 years of industry experience. He has been with Wedbush Securities since 2015 and holds the Series 66 designation. 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, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account programs alongside commission-based brokerage arrangements.

Stephanie Mills is a financial advisor at SEIA with 26 years of industry experience. She holds a Series 66 license and has past work experience with Royal Alliance Associates, Inc. and Signator Investors Inc. Outside of her advisory role, she volunteers with a family business, Expo3, International Inc., assisting with benefits package decisions. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm’s investment process integrates strategic macro asset-allocation with tactical adjustments and employs a mix of discretionary and non-discretionary management approaches.

Emanuel Delgado is a financial advisor with RBC Securities, Inc. in Lawndale, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with City National Securities since 2013. 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 is registered as both an SEC investment adviser and a FINRA broker-dealer and delivers financial planning, portfolio management, and ongoing reporting to its clients.

Muzaffar Ahmed is a financial advisor with NewEdge Wealth, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining NewEdge Wealth in 2022, he worked at UBS Financial Services for ten years. Outside of his advisory role, he serves on the board of directors of a real estate LLC focused on property management. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs a multi-strategy investment process that includes proprietary solutions and third-party managers across various asset classes.

Matthew Outcalt is a financial advisor at SEIA with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Merrill Lynch, and several other financial and consulting firms. 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 offers investment management across various models, financial planning, retirement plan consulting, and investment consulting, with an investment process that combines strategic macro asset allocation and tactical adjustments guided by quantitative and qualitative research.

Rylan Folts is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms including Cambridge Investment Research, WealthFeed, and JPMorgan. Folts is the founder of WealthFeed, a technology services company. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting, offering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and integrates operational platforms such as Cambridge’s CMAP and WealthPort wrap programs.

Jeromy Park is a financial advisor with NWF Advisory Services Inc in Orange, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Royal Alliance from 2017 to present and at National Planning Corporation from 2009 to 2017. Outside of his advisory role, he is a partner in a property leasing business. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting and 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 and third-party model portfolios, emphasizing strategic long-term investing alongside short-term tactical strategies.

Guy Tzour is a Series 65-licensed financial advisor with Avantax Planning Partners, Inc., where he has worked since 2021. He has three years of industry experience and also serves as Director at Premier Accounting & Tax Services Inc., a full-service accounting firm where he oversees client meetings, tax bookkeeping, and staff management. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and advisor representatives. The firm’s investment process includes discretionary portfolio management with model-based style allocation strategies, retirement plan management, and tax-intelligent overlays, supported by a centralized trading and reporting platform.