Georgene Grattan is the President and CEO of Grattan Financial Strategies, Inc. with 42 years of experience in the financial industry. She holds a Series 63 designation and has worked at BB Graham & Co, Grattan Financial Securities, Inc., Grattan Financial Strategies, Inc., and The Northwestern Mutual Life Insurance Company. Outside of finance, Georgene is a 50% shareholder in Grattan Enterprises, Inc., a food company producing chocolates, pastries, jams, and jellies, and she owns Gigi's Fine Chocolates as a chef and chocolatier. Grattan Financial Strategies provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolio management and consulting services, managing both discretionary and non-discretionary accounts with a focus on fundamental and technical analysis across various asset classes.

Kevin Cifuentes is a CFP® and Series 65 licensed advisor with five years of industry experience. He has been with Veritas Financial Consulting LLC since 2021 and previously worked at Chase Bank and California State Polytechnic University. Veritas Financial Consulting LLC serves individual and high-net-worth clients with tailored investment management and financial planning services. The firm employs a mix of passive and active ETFs and mutual funds based on modern portfolio theory and fundamental, technical, and cyclical analysis, managing about $86 million in assets for roughly 68 clients.

Jason Torrey Payne is a financial advisor at Torrey-Payne Wealth Management with 29 years of industry experience. He previously worked at UBS Financial Services and held a long tenure with Los Angeles Firemen's Credit Union and Cuso Financial Services. Payne holds Series 63 and Series 65 licenses. Torrey-Payne Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients as well as institutional entities such as trusts, estates, charitable organizations, and corporations. The firm emphasizes tailored portfolios with a mix of ETFs, mutual funds, and individual securities, along with asset allocation and rebalancing, operating as a fiduciary and coordinating estate planning through outside professionals when requested.

Donald Kim is a financial advisor at Positive Delta Asset Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gemstone, a consulting service company for small businesses, where he serves as principal. Positive Delta Asset Management LLC provides separately managed account services to individual and institutional clients, offering a Global Alpha multi-asset ETF portfolio and customized portfolio management. The firm manages approximately $28.8 million on a discretionary basis and uses quantitative models and value-at-risk monitoring to manage exposure across various asset classes.

Kevin Martin is a financial advisor at Ark Wealth Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Curve Capital, LLC, Bridge Capital Consulting, LLC, and was self-employed for two years. Ark Wealth Advisors, LLC provides investment advisory services to individuals, trusts, retirement plans, and business clients. The firm employs an individualized, asset-allocation driven investment process, utilizing a combination of fundamental, quantitative, sector, and cyclical analysis to manage diversified portfolios, often incorporating third-party managers and Schwab-managed account programs.

Jaylene Pysnik is a financial advisor with Pysnik Financial, LLC in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Her prior roles include positions at Independent Financial Group and Lee Pysnik, CPA. She also provides notary services and offers insurance products as a licensed California insurance agent. Pysnik Financial serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering non-discretionary asset management, financial planning, and third-party manager oversight. The firm emphasizes tailored, goal-based asset allocation and operates without discretionary trading authority, requiring client approval for trades.

Lawrence Russell is the principal advisor at Lawrence Russell and Company in Pasadena, CA, holding a Series 65 designation with 21 years of industry experience. Since founding the firm in 2004, he has also developed and licensed the VeriPlan lifetime financial planning software and authored financial articles and ebooks available online. His work extends beyond advisory services into financial education through digital content and software development. Lawrence Russell and Company offers fee-only financial and investment planning services primarily to individuals and families who are not high-net-worth clients. The firm focuses on lifetime financial planning and investment strategies utilizing low-cost, diversified, passive funds, emphasizing client education and self-implementation without taking custody of assets.

Suzanne Muniz is a Certified Financial Planner (CFP®) with 12 years of industry experience. She is currently an advisor at AIS Asset Management and also owns Ms. Fiscal, a financial coaching business focused on teaching women how to manage their finances. Her previous roles include positions at City National Bank and Comerica Securities. AIS Asset Management is a supported registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension plans, and small businesses. The firm provides discretionary portfolio management with tailored asset-allocation strategies, employing fundamental analysis and offering service tiers that range from foundational advice to more complex, options-based strategies.

Michael Sackett is a financial advisor with Sackett Wealth Advisors, Inc. in Brea, CA, holding a Series 66 designation and over 35 years of industry experience. He founded Sackett Financial Group in 1987, providing tax, accounting, business consulting, and insurance services, and serves as a board member of a propane and natural gas distribution company. He also holds a supervisory role at an e-commerce business specializing in HVAC control systems. Sackett Wealth Advisors offers investment advisory services to individuals, trusts, estates, and various business entities, focusing on diversified portfolio management with both active and passive strategies. The firm integrates investment management with affiliated tax and retirement plan consulting services, providing a coordinated approach to wealth, tax, and corporate planning.

Robert Mcdaniel is a financial advisor at Lighthouse Financial Services Inc with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lighthouse Financial Services since 1998. Lighthouse Financial Services serves individual and high-net-worth clients as well as pension and institutional accounts, offering discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm combines a top-down macroeconomic approach with bottom-up security selection, emphasizing asset allocation across various model strategies.

Channing Lushbough is a financial advisor at Round Hill Asset Management Inc with 26 years of industry experience. He holds a Series 65 credential and has been with Round Hill since 1986. Round Hill Asset Management provides discretionary portfolio management to individuals, trusts, pension plans, and a private fund, overseeing approximately $273 million in client assets. The firm employs a value-oriented investment approach focused on intrinsic value and margin of safety, primarily investing in undervalued stocks while using bonds and opportunistic strategies such as options and arbitrage.

Doron Kochavi is a financial advisor at Carnegie Wealth Management LLC with 44 years of industry experience. He holds a Series 63 designation and previously worked at Western International Securities, Inc. for nine years. Outside of advising, he is involved in non-investment activities including roles as a member and co-general partner in Individual Public Storage and ownership interests in rental property entities. Carnegie Wealth Management is a state-registered advisory firm serving individual and high-net-worth clients with customized asset and portfolio management. The firm manages client accounts primarily on a non-discretionary basis, using a combination of fundamental, technical, quantitative, and sector analyses across equity and fixed-income strategies.

Aaron Munoz is a CFP® with 14 years of industry experience and is currently a financial advisor at Cerda Munoz Advisors, Inc., where he has worked since 2013. Prior to that, he spent a year each at Cerda Wealth Management and Wealth Management Lab. In addition to his advisory role, Munoz prepares individual income tax returns within the firm. Cerda Munoz Advisors, Inc. serves individual clients including high-net-worth households, providing discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm uses a Modern Portfolio Theory-based investment approach with diversified allocations and integrates tax and accounting services into its offerings.

Stephen Stroup is a financial advisor at Onward Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ameriprise Financial Services, U.S. Bancorp Investments, Qapital LLC, and Wedbush Securities. Onward Advisors LLC provides discretionary asset management primarily for institutional and pooled-vehicle clients, along with financial planning and consulting services. The firm’s investment approach considers client objectives, risk tolerance, time horizon, and tax factors, employing a broad range of instruments and often managing accounts on a discretionary basis.

Andi Kim is a CFA® charterholder with 21 years of industry experience. He is a partner and Chief Investment Officer at Positive Delta Asset Management LLC, having been involved with the firm since 2005. Prior to that, he worked at Think Wealth, LLC from 2020 to 2022. Kim also serves as a partner at AK Financial Holdings, a CFTC-registered commodity pool operator. Positive Delta Asset Management LLC advises individual and institutional clients through separately managed accounts, offering a Global Alpha multi-asset ETF strategy and customized portfolio management. The firm utilizes quantitative measures and a combination of strategic and tactical exposures to manage risk and pursue incremental alpha.

Kyongjin Lee is a financial advisor at Mainstream Capital Management with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Raymond James Financial Services. Outside of advising, he serves as a general partner in a retail shoe business and is a major in the United States Army National Guard. Mainstream Capital Management provides financial planning and discretionary portfolio management to individual and corporate clients, including high-net-worth households. The firm employs fundamental security analysis and tactical asset allocation, utilizing a range of investment strategies such as leveraged ETFs and a long/short absolute-return program.

Josiah Jennings is a financial advisor at Vela Consulting, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Columbia Capital Securities, Inc., Fortalice Group, Inc., Andrew C. Karlinski Financial & Insurance Services, Inc., and LPL Financial. Outside of his advisory role, Jennings serves as CEO of Oak Quarry Management, LLC, which manages investment funds focused on real estate and small businesses, and Two Plots, LLC, a real estate development company. Vela Consulting is a state-registered investment adviser serving individuals, corporations, trusts, and retirement plans. The firm manages approximately $47 million using a portfolio approach based on Modern Portfolio Theory, emphasizing diversification, long-term buy-and-hold strategies, and tailored rebalancing. Vela also incorporates third-party managers and private funds when suitable.

Kaine Nicholas is a financial advisor with Shifting the Culture Wealth Partners LLC, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Merrill Lynch and Prudential, among others. Outside of advising, he teaches financial literacy to youth through the nonprofit Wall Street Wizards Academy and is involved in sales of photovoltaic technology and life insurance. Shifting the Culture Wealth Partners is a fee-only firm offering comprehensive financial planning and investment management primarily for individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a primarily passive, asset-class investment approach combined with fundamental and technical analysis, implementing portfolios through third-party Sub-Advisors and the Altruist platform.

Larry Yu is an investment advisor at Castle Group Investment Counsel, Inc. with eight years of industry experience. He holds Series 63 and Series 65 designations and has prior roles at Fortune Securities, Inc. and Evergreen Realty & Associates. Outside of his advisory work, he owns Feather Insurance & Financial Services, which sells fixed life, annuity, health, and property and casualty insurance. Castle Group Investment Counsel, Inc. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm combines fundamental and technical analysis with client risk profiling to tailor portfolios and accepts discretionary authority to manage client accounts accordingly.

Yaohui Wang is a CFP® professional at Ambrosia Asset Management with experience spanning several roles since 2014, including positions at Aeon Private Wealth LLC, MMG Financial and Insurance Services, Universal Business Agency Inc, and Shunxin Inc. Wang's current role is within a small firm that employs a rule-based investment strategy focusing on U.S. equities and options tied to the S&P 500. Ambrosia Asset Management provides discretionary managed account services to individual and institutional clients, using a systematic investment approach combined with fundamental and technical analysis. The firm employs performance-based compensation for qualified clients and maintains accounts with independent custodians.