Mark Paul Juloya is a financial advisor with Syndicated Capital, Inc. in Monrovia, CA, holding a Series 66 designation and 17 years of industry experience. He previously worked at firms including Creative Benefits, Inc., Ameritas Life Insurance Corp, and PRUCO Securities, LLC. Juloya is also involved in benefits consulting and fixed insurance sales to business owners and their employees. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm constructs customized investment programs using equities, ETFs, fixed income, and mutual funds tailored to clients’ objectives, risk tolerance, and time horizons.

Donald Gould is a Series 63-licensed advisor with Gould Asset Management LLC in Claremont, CA, where he has worked since 1999, totaling 24 years of industry experience. He serves as a trustee on the Pitzer College Board of Trustees. Gould Asset Management LLC provides discretionary investment management primarily through individually managed accounts for individuals, institutions, retirement plans, and trusts, also offering access to non-public real estate LLCs and private equity funds. The firm emphasizes long-term, risk-adjusted returns with broad diversification and cost management, and it distinguishes itself through performance-based fees on certain illiquid real estate investments and unique private investment opportunities.

Carlos Perez is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA, with six years of industry experience. He holds a Series 65 designation and has been working with Perez Company since 1997. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other business entities. The firm provides discretionary portfolio management, participant account management, and standalone financial planning, using a combination of fundamental, technical, and cyclical analysis tailored to each client.

Jimmy Wu is a financial advisor at Packerland Brokerage Services, Inc. with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has previous experience at Foresters Equity Services, Inc. and United Alliance Insurance, where he is involved in agent training and recruiting as well as personal insurance sales. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through various platforms including firm-managed portfolios and third-party co-advisory arrangements. The firm combines individualized financial planning with discretionary or non-discretionary account management and offers tools such as separately managed accounts and automated rebalancing.

Raz Bracha is a CFP®-certified financial advisor with eight years of industry experience. He is currently with The AmeriFlex Group and has held roles at Cambridge Investment Research, Sagepoint Financial, and Hornor Townsend & Kent, among others. Bracha also owns several financial and advisory-related businesses. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a broad network of advisory affiliates. The firm offers customized portfolio management and financial planning services, utilizing various asset allocation models and discretionary manager relationships.

Marshall Huddleston is a financial advisor with The AmeriFlex Group, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. His career includes tenures at Cambridge Investment Research, Sagepoint Financial, Cetera Advisor Networks, Girard Securities, and Penn Mutual Life. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement consulting utilizing various wrap and non-wrap solutions integrated with Cambridge platforms.

Celeste Wall is a financial advisor at Dynamic with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with Dynamic Wealth Advisors since 2015. Outside her advisory role, Ms. Wall is also an independent insurance agent specializing in life insurance and annuity products. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, and other registered investment advisers. The firm employs a long-term, client-specific portfolio construction process and offers a range of services such as discretionary portfolio management, financial planning, and sub-advisory support, with a particular emphasis on supporting other advisers through technology and operational resources.

Kristoffer Fu is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. He previously worked for J.P. Morgan Securities for nine years before joining Kestra in 2021. Fu is also the founder and strategic business advisor of DayOne Strategic Advisers, where he consults with business owners on valuation and wealth gap strategies. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers access to a broad range of investment products and specialized service platforms.

Leyton Bohren is a Series 65-licensed financial advisor with Lifeworks Advisors, LLC, bringing one year of industry experience. Prior to joining Lifeworks Advisors, he held accounting roles at Green Dot Bank while completing his education and work history spanning from 2014. Outside of advisory work, he is employed as a staff accountant at Green Dot Bank. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses with wealth management, financial planning, and portfolio management services. The firm uses both planning-based and risk-based investment approaches, integrates tax and accounting capabilities, and employs quantitative and fundamental analysis supported by artificial-intelligence tools.

Chun Yong Liu is a financial advisor at Kovack Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and Wayal Health Sciences and Andorra Life LLC. Prior to entering the financial industry, he was employed at Radio Free Asia for eighteen years. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and sub-advisory services using both internal and third-party investment models.

Lawrence Stone is a financial advisor with Mutual Advisors, LLC, holding a Series 63 designation and bringing 32 years of industry experience. His prior roles include positions at National Planning Corporation and Financial Security Management, Inc. Outside of his advisory work, he serves on the board of Endera Corporation, a company focusing on turnkey electric vehicle solutions. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, providing asset management, financial planning, and consulting services. The firm employs a blend of active and passive investment strategies tailored to client objectives and is notable for its scale, institutional expertise, and use of multiple analytical approaches in portfolio management.

Jason Campbell is a financial advisor at Geneos Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for J.P. Morgan Securities and JPMorgan Chase Bank for ten years. Outside of his advisory role, he is the owner of Florentia Viridis, a holding company, and acts as an independent representative for fixed insurance sales with various carriers. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic strategies and discretionary trading authority, with customizable portfolios and access to third-party money managers.

Abu Gofran is a financial advisor at Capital Analysts with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Investment and Legend Equities Corporation. In addition to his advisory role, he works as a health insurance broker, setting up group health insurance for small businesses through California Choice. Capital Analysts serves a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors. The firm employs a proprietary mutual-fund screening process and provides both discretionary and non-discretionary investment management services.

Thomas Pohlen is a Series 65-licensed advisor with Wealth Management, bringing seven years of industry experience. He has worked at Retirement Plan Consultants since 2019 and previously held roles at Index Fund Advisors and Laurel Wealth Advisors. Outside of financial services, Pohlen is a regional director for a retirement plan back-office operations firm and is a passive co-owner of a commercial cleaning business. Wealth Management serves individuals, high-net-worth clients, and institutional clients such as defined contribution plan sponsors and other advisers. The firm uses broadly diversified, passively managed portfolios primarily consisting of no-load mutual funds and ETFs, following modern portfolio theory with a long-term, buy-and-hold strategy.

Enrico Cacciapuoti is a financial advisor at BFC Planning, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Berthel, Fisher & Company Financial Services, Inc., Kingswood Wealth Advisors, and First Heartland Capital Inc. He is also engaged in insurance sales as a side business. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base that includes individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and manages approximately $3.8 billion in assets, offering fee flexibility and multiple program structures through a large network of independent advisers.

Yannshyr Puu is a financial advisor at Packerland Brokerage Services, Inc. with 35 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at Packerland since 2021, previously spending eight years at J K Financial. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management with access to firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Scott Nishimura is a financial advisor with Continuum Advisory, LLC, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include positions at Osaic Wealth, Inc., Triad Advisors, and Transamerica Financial Advisors, Inc. Outside of his advisory work, he serves as a co-trustee for his elderly aunt’s family trust, managing her day-to-day financial needs. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans through independent advisors. The firm offers tailored financial planning and portfolio management, utilizing a variety of investment vehicles and institutional services, including retirement plan consulting and integrated tax and legal expertise.

Yueh Hwa Lee is a CFP® professional with 12 years of industry experience, currently serving at Verus Capital Partners, LLC and LPL Financial, LLC since 2021. Prior to joining these firms, Lee held roles at Avantax Insurance Agency, Avantax Investment Services, VinePoint Advisory Group, and 1st Global Advisors, among others. Lee also operates VinePoint Advisory Group, LLC, an investment-related business affiliated with his LPL activities. Verus Capital Partners is a fee-based investment management firm that serves individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation across multiple asset classes, tailoring portfolios to clients’ objectives, risk tolerance, and tax considerations.

Brian Murphy is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Geneos Wealth Management, Inc. and has previously worked at Sagepoint Financial Inc. and operated his own advisory practices. Outside of his advisory role, he is involved in buying and selling vintage and modern watches. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Hiroshi Mizutani is a financial advisor at International Assets Investment Management, LLC with 24 years of industry experience. His prior roles include positions at Western International Securities, Inc., Merrill, and Citigroup-related entities. He also serves as an investment advisor at Global Assets Advisory, LLC. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm offers customized, long-term portfolio management using a variety of investment vehicles and sometimes employs third-party managers or wrap programs as part of its strategies.