Davis Thompson is a financial advisor at Thompson & Thompson Investment Advisors, Inc. in Pasadena, CA, holding a Series 65 designation with six years of industry experience. He worked for nearly three decades at Atkinson, Andelson, Loya, Rau & Romo, a law corporation, before joining his current firm in 2019. Thompson & Thompson Investment Advisors serves individuals, trusts, charitable organizations, and businesses by providing comprehensive wealth and retirement income planning along with management of U.S.-traded stock and bond portfolios. The firm employs a combination of passive and active investment strategies based on modern portfolio theory and fundamental analysis, tailoring portfolios to clients’ objectives and risk profiles.

Annmarie Rizzo is a financial advisor at Plectrum Advisers LLC with a Series 65 designation and one year of industry experience. Prior to joining Plectrum Advisers, she worked at Figure Technologies Solutions, Goldman Sachs, and Yahoo. Plectrum Advisers serves individuals, estates, trusts, and small businesses by offering financial planning, discretionary portfolio management, and educational seminars. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations primarily using low-cost mutual funds and ETFs, and supports both traditional advisor-managed accounts and an app-based onboarding pathway for newer investors.

Alvin Parra is a financial advisor with C. E. Skowrup & Co. holding Series 63 and Series 65 credentials and eight years of industry experience. He has held roles at Strategic Choices Wealth Advisors Inc. since 2018 and is President and Life and Health agent of Strategic Choices Financial & Insurance Solutions. Outside of financial advising, Parra is the founder and president of Reyuz Inc., a company in the pre-manufacturing phase of plastic products. C. E. Skowrup & Co. is a small, state-registered investment adviser serving individual and high-net-worth clients with non-discretionary portfolio management and retirement rollover guidance. The firm emphasizes a buy-and-hold approach using fundamental criteria for equity selection and focuses on investment-grade fixed-income securities with short maturities.

Michael Bernard is a CFP®-certified financial advisor with 32 years of industry experience. He has been a principal at Bernard & Johnson Family Wealth Management since 2016. Outside of his advisory work, Bernard is a freelance musician involved in several orchestras and chamber music groups and holds leadership roles in local performing arts and community organizations, including serving as Vice President of the City of Angels Performing Arts Association and committee chair for the Rotary Club of Pasadena. Bernard & Johnson Family Wealth Management serves individuals, families, trusts, small businesses, and retirement plans, including high-net-worth clients. The firm provides financial planning and discretionary investment management, typically implementing customized, long-term strategies through institutional money managers and emphasizing fiduciary responsibility in retirement plan advisory services.

Brenna Cancilla is a financial advisor at Mission Street Wealth Planning with a Series 65 credential and one year of industry experience. She has worked at Mission Street Wealth Planning since 2023 and is also involved with CicLAvia, a nonprofit organization that hosts large community events in Los Angeles encouraging biking and walking. Mission Street Wealth Planning advises individuals, families, small business owners, health care professionals, and various committees, providing comprehensive and limited-scope financial planning alongside portfolio management. The firm emphasizes a diversified, research-based investment approach and operates on a non-discretionary basis, requiring client approval for all strategies and trades.

Samuel Hwang is a financial advisor at AIS Asset Management with 13 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at City National Bank from 2016 to 2021 before joining AIS Asset Management in 2021. AIS Asset Management is a small registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension plans, and small businesses. The firm offers discretionary portfolio management and financial advice, employing fundamental analysis and tailored asset-allocation strategies with two service tiers to meet client needs.

Alex Chalekian is a financial advisor with Lake Avenue Financial LLC in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Lake Avenue Financial and its predecessor firms since 2014 and previously spent 17 years at LPL Financial. Outside of advisory work, he is involved with Disrupter Labs, LLC, a real estate investment and consulting business. Lake Avenue Financial LLC serves individual clients, including high-net-worth and non-HNW individuals, as well as brokerage customers and financial institutions. The firm offers financial planning and portfolio management using customized asset allocation and model-based strategies, combining fundamental, technical, and cyclical analysis with ongoing supervision and rebalancing.

Mana FLD offers professional financial advice that empowers you to protect and celebrate your hard earned money. We start with our clients' hopes and dreams: getting an intimate view of their values, attitudes, and feelings towards money and its connection to lifestyle. Next comes smart planning: as we work one-on-one with each client to learn your finances inside and out, resulting in deep knowledge sharing, and ongoing support capable of shifting attitudes and building wealth. The outcome is freedom through partnership: our clients are supported to grow, develop and stand strong through life’s transitions, as we build new strategies for self-awareness and personal identity. Throughout the journey, we help turn clients' dreams and goals into reality.

Scott Colton is a CFP® professional with 24 years of industry experience, currently serving at Colton Wealth Management since 2009. He holds Series 63 and Series 65 licenses and operates from Arcadia, CA. Colton Wealth Management provides personalized financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm follows a fee-only model and emphasizes a long-term, asset allocation-based approach using institutional-class mutual funds, ETFs, fixed-income securities, and certificates of deposit, while also offering concurrent tax services alongside comprehensive financial planning.

Stephanie Bucko is a CFA® charterholder with nine years of industry experience. She is currently a financial advisor at Mana Financial Life Design in Glendale, CA, where she has worked since 2018. Bucko also serves as Chief Information Officer and Manager of Mana Management Partners, overseeing the distribution of financial education programs through the Mana Money School. Mana Financial Life Design serves individual and high-net-worth clients as well as employer plan sponsors, offering financial life planning, discretionary investment management, employee benefit plan advisory, estate planning support, and project consulting. The firm employs a goals-based investment approach that combines long-term perspectives with active tax management and selective use of leverage and derivatives, alongside client education and engagement initiatives.

Abigail Chao is a financial advisor at Cosmos Wealth, LLC with eight years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and tru Independence Asset Management 2. Outside of her advisory role, she has engaged in part-time employment with TELUS International. Cosmos Wealth is a recently established SEC-registered investment adviser managing approximately $191 million in assets. The firm serves primarily larger or non-typical retail clients, offering discretionary investment management and hourly consulting, employing a combination of active and passive investment strategies tailored to individualized client profiles.

Ling Lu is a financial advisor at IFMGroup with 20 years of industry experience. He holds a Series 66 designation and has been with Investment & Financial Management Group since 2006. Outside of his advisory role, Ling Lu serves as president of a life insurance agency in Monrovia, CA. IFMGroup provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation approach combining passive index funds and ETFs with selective active funds and manages roughly $4 million in assets across seven client accounts.

Devin Weinstein is a CFA® charterholder with five years of industry experience. He is currently a financial advisor at Coast Bridge Capital and has previously worked at Raymond James & Associates, Chandler Asset Management, and Ford Equity Research. Coast Bridge Capital is a state-registered investment adviser managing approximately $77.5 million in client assets. The firm provides discretionary portfolio management and sub-advisory services to individuals, family offices, institutional clients, and other registered investment adviser firms, utilizing a fundamental analysis and tactical asset allocation approach.

Geoffrey Bates is a CFP® with 27 years of industry experience, currently serving as an advisor at Bates Wealth Management, LLC since 2016. He has operated as a sole proprietor since 2011 and is also the owner of an insurance agency specializing in life and health insurance. Bates Wealth Management serves individual investors and retirement plan sponsors, offering discretionary asset management, ERISA 3(21) advisory services, and hourly financial planning. The firm employs both fundamental and technical analysis, incorporating options and derivative strategies, and manages accounts on a discretionary basis with documented client goals and investment restrictions.

Anastasia Timineri is a financial advisor at Torrey-Payne Wealth Management with two years of industry experience. She holds the Series 66 designation and previously worked at firms including Raymond James & Associates Inc. and Wells Fargo Bank N.A. Timineri also serves as a client service associate, handling meetings and account updates for Torrey-Payne. Torrey-Payne Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individual, high-net-worth, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, emphasizing tailored portfolios with asset allocation, rebalancing, and fundamental and modern portfolio theory analysis.

Gray Von Adelung is a financial advisor at von Adelung Wealth Management with 39 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial, Western International Securities, Inc., and Financial West Group. He has managed von Adelung Wealth Management since 2005. Von Adelung Wealth Management is a state-registered investment adviser serving individuals, pension and profit-sharing plans, and corporate clients. The firm employs a combination of fundamental, technical, cyclical, and qualitative analysis alongside asset allocation and trading strategies to develop individualized portfolios.

Charles Salembier is a financial advisor at The Sterling Group with 32 years of industry experience. He holds the ChFC® and Series 63 designations and has been with The Sterling Group since 1999, including its wealth management division since 2012. The Sterling Group is a team-based investment advisory firm serving individuals, including high-net-worth clients, as well as trusts, estates, fiduciaries, retirement plans, and business entities. The firm provides discretionary asset management and financial planning services, emphasizing customized asset allocation, diversification, and ongoing portfolio monitoring tailored to each client’s goals and risk tolerance.

David Ono is a financial advisor with Bates Wealth Management, LLC in Los Angeles, CA. He holds the CFP® and ChFC® designations, along with a Series 63 license, and has 12 years of industry experience. He has been with Bates Wealth Management since 2016. Outside of advising, he operates a life and health insurance agency as a sole proprietor. Bates Wealth Management serves individual investors and retirement plan sponsors, providing discretionary asset management, limited-scope ERISA 3(21) plan advisory services, and hourly financial planning. The firm employs both fundamental and technical analysis and incorporates option and derivative strategies tailored to client objectives within a boutique, client-focused practice.

David Adefeso is a financial advisor with The Pacific Group in Los Angeles, holding a Series 66 license and bringing 27 years of industry experience. His prior roles include positions at Axa Advisors, LLC and Pacific Advisory Capital Group, LLC. Outside of advisory work, he is involved in technology development through ownership of Sootchy, Inc. and has appeared as himself on a reality television show. The Pacific Group provides investment advisory services to individual, pension, and corporate clients with a focus on customized portfolio construction using various analytical methods. The firm manages discretionary and non-discretionary portfolios, sponsors a wrap-fee program, and offers access to an automated investing platform while maintaining affiliated insurance and consulting entities.

Michael Lagos is a CFP® professional with 38 years of industry experience. He is the president of Lagos Wealth Advisors, where he has worked since 1995, and has also been affiliated with Madison Avenue Securities, LLC since 2022. In addition to his advisory role, he is involved in a referral business focused on securing R&D and ERC tax credits through partnerships with CPA and law firms. Lagos Wealth Advisors serves individual clients, including high-net-worth individuals, sponsoring organizations, and other entities by offering discretionary portfolio management, retirement plan consulting, and advisory referral services. The firm employs the AssetMark platform and third-party managers to implement customized investment strategies and manages a Next Level IRA program using a quantitative and qualitative scoring process for mutual funds.