Katherine Wimmer is a financial advisor at Wimmer Associates LLC in Pasadena, CA, holding the CIC, Series 63, and Series 65 designations with 23 years of industry experience. She has been with Wimmer Associates since 2003. Wimmer Associates provides investment supervisory and management services to individuals, trusts, estates, and family groups, focusing on tailored portfolio recommendations primarily involving stocks, bonds, mutual funds, and ETFs. The firm emphasizes fundamental analysis and maintains formal policies on advisory qualifications, trade allocations, proxy voting, and personal trading controls.

Patrick Kinney is a financial advisor at Evolve Wealth Advisors LP with 22 years of industry experience. He holds the Series 66 designation and has been involved with various Evolve entities since 2021. Prior to that, he worked at EP Wealth Advisors from 2016 to 2021. Evolve Wealth Advisors, LP provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and corporate clients. The firm is notable for its cross-border planning expertise and consulting services to other registered investment advisers, employing a range of investment strategies including fundamental analysis, modern portfolio theory, and options strategies.

John Silvers is a financial advisor at AlphaNext, LLC with six years of industry experience. He holds the Series 63 designation and has been with AlphaNext since 2019. In addition to his advisory role, he is self-employed as an insurance agent, primarily selling fixed indexed annuities, whole life, and health insurance. AlphaNext serves individual and high net worth clients, trusts, estates, and charitable organizations by providing asset management, financial planning, and consulting services. The firm employs a diversified investment approach that includes alternative investments, private equity, and complex instruments alongside traditional securities, managing approximately $63.4 million in discretionary assets.

Marcus Sitrin is a financial advisor at Sitrin Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sitrin Capital Management since 2016. The firm is a six-advisor team based in Century City, CA. Sitrin Capital Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a top-down investment process focused on the S&P 500, combining fundamental, technical, and cyclical analysis to build portfolios primarily from individual equities, with fixed income and ETFs used selectively.

Li Wei Chang is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at 7Summit Advisors, LLC since 2014. He is a member of the RIA Advisory Board at Guggenheim Investments and provides financial guidance to athletes as a Registered Player Financial Advisor for the NFLPA. 7Summit Advisors offers discretionary investment supervisory services and financial planning to individuals, charitable organizations, and pension or profit-sharing plans. The firm employs a variety of analytical methods and strategies, including recent additions such as private equity, and manages held-away retirement accounts using a third-party platform with tax-efficient asset location and regular reporting.

Jade Chien is a financial advisor at Zuckerman Capital Management, LLC with eight years of industry experience. She holds a Series 65 designation and has been with the firm since 2015. Zuckerman Capital Management serves individual investors, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses, providing customized financial planning and investment consultation. The firm employs an investment approach that combines modern portfolio theory with established principles, emphasizing diversified asset allocation and the use of actively managed mutual funds and ETFs.

Gary Pia is a CFP® professional with 38 years of industry experience. He has been with Mission Street Wealth Planning since 1986 and previously worked for the City of South Pasadena from 2012 to 2022. Mission Street Wealth Planning advises individuals, families, small business owners, health care professionals, qualified retirement plans, and nonprofit or corporate investment committees. The firm provides comprehensive and limited-scope financial planning and portfolio management, emphasizing a non-discretionary, research-based investment approach focused on diversified asset-class exposure and long-term investor behavior.

Sarah Gatens is a financial advisor with Gatens Financial, LLC in Los Angeles, CA. She holds the Series 65 designation and has been with Gatens Financial since 2024. Prior to her advisory role, she worked in various positions across multiple industries, including a role at Oomph Sweets in 2024 and Wondery Outdoors in 2023–2024. Gatens Financial is a small SEC-registered advisory firm managing approximately $27.8 million for around 20 clients, including high-net-worth individuals, trusts, estates, and corporations. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services, employing a variety of analytical methods and investment strategies tailored to client goals and risk tolerance.

Richard Miller is a financial advisor at CSI Wealth Management with 13 years of industry experience. He previously worked at Creativeone Wealth, LLC for four years and has served as president of California Senior Information, Inc., an educational resource provider for seniors, since 2002. Miller holds Series 63 and Series 65 licenses and a California life and disability insurance license. CSI Wealth Management provides discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm’s investment approach is based on modern portfolio theory and long-term trading, with personalized investment policies and quarterly portfolio reviews.

Michael Stewart II is a financial advisor at Yarash Global Solutions Inc. with 19 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Stewart also owns Yarash Global Consulting LLC, a consulting firm providing non-investment-related business services. Yarash Global Solutions Inc. serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm offers comprehensive portfolio management and business consulting, applying a range of analytical methods to manage diversified investment strategies and addressing real estate and business value-creation needs.

Christopher Mastro is a CFP® professional with four years of industry experience. He is a principal at Impact Fiduciary LLC, where he has worked since 2020, and previously spent five years with Mirmir LLC. Outside of financial advising, he owns Wellness BioDental, an activity occupying less than 10% of his time. Impact Fiduciary LLC provides discretionary portfolio management and comprehensive wealth management primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm emphasizes client-specific investment policies with a focus on passive management through ETFs and index funds, incorporating socially responsible investing screens and offering bundled financial planning and tax-related services.

Philip Demuth is a financial advisor at Conservative Wealth Management LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Conservative Wealth Management since 2003. In addition to his advisory work, Mr. Demuth is a writer, dedicating about a quarter of his workweek to this activity. Conservative Wealth Management provides tailored asset management and ongoing account supervision to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs quantitative analysis, including Monte Carlo simulations, to inform investment decisions and manages diversified portfolios with a focus on academic factor exposures and liquid alternatives.

Kelsey Wilson is a CFP® professional with 10 years of experience in financial advisory services. He is currently with BlackLines Financial and has prior experience at Innovation Partners LLC and Northwestern Mutual Investment Services LLC. In addition to his advisory role, Kelsey is licensed as an insurance agent, selling life insurance, disability, long-term care, and annuities products. BlackLines Financial serves individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, retirement and pension plan services, and comprehensive financial planning. The firm employs client-specific investment policies and combines various analytical approaches while providing cash management and tax preparation support.

Thomas O'Connell is a financial advisor at HG Wealth Partners LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Hilltop Securities, Western International Securities, and currently with both Horton Group Inc. and Carnegie Wealth Management LLC. Outside of his advisory role, he is a limited partner in McConnell's Fine Ice Cream, an ice cream shop in Pacific Palisades, CA. HG Wealth Partners LLC provides discretionary portfolio management and hourly financial planning to individuals, families, trusts, and select institutional clients. The firm tailors portfolios based on fundamental analysis and client objectives, operating with discretionary authority while monitoring third-party managers and directing clients to independent custodians.

Renee Cohen is a CFP® with 10 years of industry experience, currently serving as a financial advisor at BlackLines Financial. She previously worked at Northwestern Mutual in various roles from 2015 to 2024. Outside of her advisory work, Renee is also licensed as an insurance agent and sells life insurance, disability, long-term care, and annuity products. BlackLines Financial serves individual and high-net-worth clients, as well as business entities, providing discretionary portfolio management, retirement and pension plan services, and financial planning. The firm employs client-specific investment policies with long-term strategies and incorporates insurance products and third-party arrangements within its advisory services.

I Jung Hsiao is a financial advisor at Halcyon Investment Advisor with a Series 65 credential and four years of industry experience. His previous roles include positions at Alpha Helix Asset Management Company Limited and Nanshan Life Insurance Company. Halcyon Investment Advisor offers fee-only investment advisory and financial planning services to a range of clients, including individuals, families, trusts, and pension plans, with specialized family office services for high-net-worth families. The firm employs a globally oriented investment approach combining fundamental, cyclical, and quantitative analysis with diversified asset allocation and multi-dimensional risk management.

Maria Babilonia is a CFP® professional with nine years of industry experience, currently serving as an advisor at JDM Financial Group LLC since 2016. In addition to her advisory role, she is an insurance agent involved with various insurance agencies, dedicating approximately 10% of her time to this activity. JDM Financial Group primarily serves high-net-worth individuals, corporations, and other financial institutions, offering discretionary portfolio management, financial planning, and consulting services. The firm employs an asset-allocation framework favoring mutual funds and ETFs, integrates fundamental and behavioral finance analysis, and provides both wrap-fee and non-wrap advisory services.

Rachael Johnson is a CFP® and holds a Series 66 license with 25 years of industry experience. She has been with Bernard & Johnson Family Wealth Management since 2016. Outside of her advisory role, she works as a fitness trainer at CrossFit Monrovia and serves as secretary on the Huntington Oaks HOA Board. 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, focusing on customized, long-term strategies implemented through institutional money managers and ongoing portfolio monitoring.

Robert McClure is the principal of McClure Investment Management, LLC in Glendora, CA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has led McClure Investment Management since 2001. McClure Investment Management provides personalized discretionary portfolio management, investment consulting, and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $64 million in discretionary assets and employs a combination of fundamental and cyclical analysis along with modern portfolio theory, offering services such as ERISA-focused pension consulting not commonly found in single-advisor firms.

Njideka Obijiaku is a financial advisor with Shifting the Culture Wealth Partners LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at Centric Capital Advisors, AFlac, Akokwa American Development Association, Primerica Advisors, and Pfs Investments Inc. Although currently a licensed insurance agent, she does not sell insurance products. Shifting the Culture Wealth Partners LLC is a fee-only advisory firm serving individual clients with financial planning and portfolio management services. The firm emphasizes passive investment management using index mutual funds and ETFs, while also incorporating fundamental and technical analysis, and offers a range of engagement options including hourly consultations and ongoing planning.