Gretchen Prince is a financial advisor with The Sterling Group in Pasadena, CA, holding a Series 66 designation and having 10 years of industry experience. She has been associated with LPL Financial and The Sterling Group since 2006. Outside of advisory work, she is also a notary and provides tax preparation and accounting services. The Sterling Group is a team-based investment advisory firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers discretionary asset management, financial planning, and consulting, emphasizing customized asset allocation, diversification, and ongoing portfolio monitoring.

Brian Walker is a financial advisor at SVL Investment Management with 29 years of industry experience. He previously worked at Thrivent Investment Management and Thrivent Financial for Lutherans for 22 years. Walker has held a Series 63 designation and has experience as a former insurance agent earning trailer commissions. SVL Investment Management is a boutique, research-oriented firm serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment approach that incorporates strategic asset allocation, monthly rebalancing, and a proprietary valuation model with a long-term horizon.

Patrick Dinan is a CFP® with 21 years of industry experience and currently serves as an advisor at Impact Fiduciary LLC in Pasadena, CA. His prior roles include positions at Personal Capital Advisors Corporation, TD Ameritrade, U.S. Bancorp Investments, Navy Federal Asset Management, and Federated Investment Counseling. Impact Fiduciary LLC provides discretionary portfolio management and comprehensive wealth management primarily to individual and high-net-worth clients, integrating socially responsible investing screens and offering bundled financial planning without additional charge for wealth management clients.

Peter Voss is a financial advisor at Clearwave Capital with 41 years of industry experience. He holds a Series 63 designation and previously worked at CommonWealth Financial Network and Cunningham & Voss Financial Services. In addition to his advisory role, he spends a significant portion of his time selling fixed insurance products, including health insurance and employee benefits. Clearwave Capital serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio and asset management, financial planning, and retirement plan consulting. The firm employs a multifaceted investment approach that includes fundamental and quantitative analysis, asset-allocation strategies, and use of sub-advisors to support implementation and oversight.

Andrey Danilenko is a Series 65-credentialed financial advisor with 23 years of experience, currently serving as a Managing Partner at FortRoss Capital Management, LLC since 2003. He also holds a managing partner role at Tagora Capital LLP, a consulting firm based in the United Kingdom. FortRoss Capital Management provides discretionary investment management primarily to private investment companies and high-net-worth individuals. The firm employs a quantitative market-timing strategy across multiple asset classes and offers highly customized, hedge-fund style strategies with performance-based fees.

Armand Batocabe is a financial advisor at Golden State Capital Inc. with 20 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work experience includes roles at LTNG Capital, X Capital Advisors, SecureVest Financial Group, and Wells Fargo Clearing, among others. Golden State Capital Inc. provides investment advisory services primarily to accredited investors and family offices, focusing on private and alternative investments such as private equity and venture capital. The firm employs a long-term, research-driven approach and offers non-discretionary portfolio management with customized due diligence on private placements.

Mark Shoemaker is a financial advisor with BSIAS Advisors, LLC in Anaheim, CA, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Peter P. Brown in real estate for 16 years and has been involved with Brown-Shoemaker, Investment Advisory Services, LLC since 2004 and Brown-Shoemaker, CPA's since 1979. BSIAS Advisors, LLC provides discretionary and non-discretionary portfolio management primarily for individuals, families, trusts, and retirement accounts. The firm follows a fundamental, long-term buy-and-hold investment philosophy with tailored asset allocations and plans to offer income tax preparation services to existing clients starting in 2025.

Darin Guthrie is a financial advisor at Opus Private Wealth Group, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Fidelity Investments, TD Ameritrade, Ameriprise, New England Securities, and Equitable Advisors. Opus Private Wealth Group provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers individualized portfolio management through a wrap fee program and employs a range of strategies, including fundamental, technical, and cyclical analysis, with an emphasis on tax-efficient asset location and opportunistic rebalancing.

Veronika Lysyanska is a financial advisor at Dishmi Capital, LLC with nine years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, TD Ameritrade, Caerus Investment Advisors, and Rillhurst Capital. Dishmi Capital provides discretionary investment management and advisory services to individuals, trusts, business entities, and employer-sponsored retirement plans. The firm combines a wrap-fee portfolio program with pension consulting and institutional portfolio management, employing a range of investment strategies tailored to client objectives and risk tolerances.

Joanie Morioka is a financial advisor with Kondo Wealth Advisors, Inc in Pasadena, CA, holding a Series 66 designation and 22 years of industry experience. She has been with Kondo Wealth Advisors since 2007 and Purshe Kaplan Sterling Investments since 2011. Kondo Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses both fundamental and cyclical analysis across various asset classes and combines portfolio management with planning and consulting, managing approximately $365 million in discretionary assets.

Jack Andrews III is the sole advisor at Athena Investment Management in Pasadena, CA, holding a Series 65 credential and bringing 28 years of industry experience. He has been with Athena Investment Management since 1990. Athena Investment Management provides comprehensive investment advisory and portfolio management services to individual and institutional clients, including high-net-worth individuals, family-controlled LLCs, IRAs, trusts, 401(k)s, charitable foundations, and donor-advised funds. The firm manages portfolios individually with a focus on after-tax total return, using a defined equity universe and a relative-value, earnings-based stock selection process, complemented by tactical allocation adjustments and limited turnover.

Edward Zubow is a financial advisor at Wedbush Securities Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wedbush Securities since 2004. Outside of his advisory role, he is a partner and trumpet player in a band called Shallow Water Music LLC and owns EZ Money BBQ, LLC, a business selling barbecue spices. 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 multiple asset classes and account types. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting both discretionary and non-discretionary managed accounts.

Garrett Cunningham is a financial advisor with Clearwave Capital who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He previously worked at CommonWealth Financial Network and Cunningham & Voss Financial Services. In addition to his advisory role, he spends a portion of his time selling individual and group medical, dental, fixed life, and disability insurance products. Clearwave Capital serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio and asset management, financial planning, and retirement plan consulting. The firm employs a diversified investment process that includes fundamental and quantitative analysis, asset allocation strategies, and may use margin, options, and alternative investments, often working with sub-advisors to implement and oversee accounts.

Shang Chou is a financial advisor at Dishmi Capital, LLC with 7 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Goldman Sachs & Co. LLC, JPMorgan securities LLC, and Simplify Asset Management. Dishmi Capital provides discretionary investment management and advisory services to individuals, trusts, business entities, and employer-sponsored retirement plans. The firm offers a wrap-fee portfolio program, retirement plan consulting, and access to third-party money managers, employing a variety of strategies tailored to client objectives and risk tolerances.

Mark Bindon is an advisor at McClure Investment Management, LLC with one year of industry experience. His prior work includes roles at ESS Technology, Inc., Bloom Energy, Turntide Technologies, and Liquid Robitics. McClure Investment Management provides discretionary portfolio management, advisory consulting, and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm serves primarily individual clients, including high-net-worth individuals, using a tailored investment process that incorporates fundamental and cyclical analysis, modern portfolio theory, and model portfolios, with the potential for short-term trading and use of leverage.

Ricky Biel is a financial advisor at Favor Wealth Advisors, LLC with 26 years of industry experience. He holds the Series 66 designation and has previously worked at Arete Wealth Management LLC and Equanimity Financial Partners. Biel is also a licensed insurance agent in California. Favor Wealth Advisors is a small, supported firm managing approximately $75 million for around 142 clients, including high-net-worth individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management, financial planning, retirement plan consulting, and a Special/Income portfolio service, utilizing third-party sub-advisers and a range of analytical methods to tailor portfolios to client objectives.

Akemi Dalvi is a CFP® and PFS™ credentialed advisor with 16 years of industry experience. She is a principal at Kondo Wealth Advisors, Inc., where she has worked since 2008, and has also been associated with Purshe Kaplan Sterling Investments since 2011. In addition to her financial advisory work, she is an author, columnist, and public speaker focused on providing financial education through books, articles, and community presentations. Kondo Wealth Advisors provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs cyclical and fundamental analysis with both long- and short-term trading strategies, managing client portfolios on a discretionary basis with regular monitoring and rebalancing.

Jessica Vargas is a financial advisor at Dishmi Capital, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Empress Investment Group, Kinetic Agency, and Hottop Precision Mould. Dishmi Capital provides discretionary investment management and advisory services to individuals, trusts, business entities, and employer-sponsored retirement plans. The firm combines a sponsored wrap-fee portfolio program with retirement plan consulting and institutional portfolio management, applying Modern Portfolio Theory and a broad range of investment strategies tailored to client objectives and risk tolerances.

Matthew Martinez is a financial advisor at Opus Private Wealth Group, LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at Opus since 2014, following 14 years at Ameriprise. Outside of his advisory role, he is CEO of Legacy Private Wealth LLC, where he helps educate clients on income tax reduction strategies and estate planning concepts, and he also engages in vintage trailer restoration through a separate business. Opus Private Wealth Group provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary wrapped accounts using a variety of analysis techniques and offers tax-efficient strategies, combining a wrap fee program with insurance services to address diverse client needs.

Edward Barnett II is a financial advisor with Newbury Capital Management, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Newbury Capital Management since 2009. Outside of his advisory role, he is an investor and owner in a restaurant business. Newbury Capital Management provides investment advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $144 million across roughly 399 client relationships, offering a range of portfolio strategies that include individual securities and funds, with regular monitoring and both discretionary and non-discretionary account management.