Yun Chen is a financial advisor at Logic Wealth Management, LLC with six years of industry experience. Chen holds a Series 65 designation and has worked at Logic Wealth Management since 2018, with additional experience at C.R. Laurence Co., Inc. and Mavlon Tech, Inc. Chen has also been affiliated with Pasadena City College for over two decades. Logic Wealth Management is a team-based registered investment adviser managing approximately $164.7 million for around 215 clients, including individuals, trusts, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios and offers a range of services including discretionary portfolio management and financial planning.

Bruce Traub is a CFP® professional with 26 years of industry experience, currently serving as an investment adviser representative at 724 Capital, LLC since 2023. He has also been associated with Ministry Partners Securities LLC since 2013. Outside of his advisory roles, Traub leads a Kingdom Advisors study group focused on educating financial professionals about applying biblical principles to their business. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a variety of analytic approaches and investment strategies, including discretionary account management and third-party money manager allocations, with regular portfolio monitoring and reporting.

Eric Bergquist is a Series 65 licensed advisor with LifeSteps Financial, bringing 11 years of industry experience. He has worked with LifeSteps Financial since 2015, including its predecessor firm Foothill Financial Advisors, Inc. LifeSteps Financial is a team-based registered investment adviser managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, offering a blend of investment advisory, financial planning, and specialized services such as bill payment and short-term cash management programs.

Charles Coleman is a financial advisor at Pasadena Private Wealth, LLC with 12 years of industry experience. He holds the Series 65 designation and has previously worked at Dorsey, Wright and Associates, LLC and Holly Street Wealth Advisors. Coleman has been with Pasadena Private Wealth since 2021. Pasadena Private Wealth is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, and corporate clients. The firm employs fundamental analysis and a long-term investment approach, offering asset management, financial planning, retirement plan consulting, and due diligence on third-party managers, with approximately $1.61 billion in regulatory assets under management.

Tobin Wills is a CFP® with 31 years of industry experience, currently serving at Optima Capital LLC. His prior roles include positions at Royal Alliance Associates, Signator Investors, and Zahorik Financial and Insurance Services. Outside of finance, he is a certified flight instructor specializing in military and tactical aviation. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm uses a range of investment strategies including ETFs, mutual funds, and model portfolios, and employs analytical methods such as modern portfolio theory and fundamental analysis.

Kevin Kurimoto is a CFP® and CFA® with 23 years of industry experience. He is a co-owner and Chief Investment Officer at K2 Financial Inc., where he has worked since 2019. His prior experience includes 11 years at Legend Equities Corporation and nine years at Lincoln Investment. Outside of his advisory role, Kurimoto serves as Treasurer and board member of the Glendora Public Library Friends Foundation, where he reviews investment recommendations for the foundation’s endowment. K2 Financial provides wealth and investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm’s investment approach is primarily long-term and tailored to each client, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party managers.

Grover Mc Carthy is a financial advisor at Stonemark Wealth Management with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors and Whittier Trust Company. Stonemark Wealth Management is a team-based registered investment adviser serving individuals, trusts, and retirement plans. The firm employs customized model portfolios that combine fundamental and technical analysis, utilizing option strategies and selective ETFs to tailor asset allocation according to client objectives.

Manuel Aguilera is a financial advisor at Stonemark Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at HSBC, Deutsche Bank, and Pepperdine University. Stonemark Wealth Management is a team-based registered investment adviser serving individuals, trusts, and retirement plans. The firm manages approximately $610 million using customized model portfolios that combine fundamental and technical analysis, and employs strategies including options and selective use of leveraged ETFs.

Alexander Hagstrom is a CFA® charterholder affiliated with Strategy Asset Managers L.L.C. He has nine years of industry experience, working at his current firm since 2018. His prior experience includes roles at Holly Street Wealth Advisors, LLC and Fundamental Capital Management LLC. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm’s investment approach combines fundamental equity selection with quantitative strategies and uses a range of investment vehicles, including ETFs, mutual funds, fixed income, alternative investments, and third-party managers.

Gregory Welborn is a financial advisor at First Financial Consulting in Pasadena, CA, with 29 years of industry experience. He holds a Series 63 designation and has been with First Financial Consulting since 1996. First Financial Consulting provides financial planning and investment consulting to individuals, families, trusts, estates, and closely held businesses. The firm delivers customizable services focused on retirement planning, tax and cash-flow analysis, education funding, estate planning, charitable giving, and business succession, operating primarily on a non-discretionary basis without taking custody of client assets.

Feliks Zlochistyy is a CFP®, CFA®, and Series 66 credentialed advisor with 19 years of industry experience. He has been with First Wilshire Securities Management, Inc. since 2006. First Wilshire provides discretionary investment management to individuals, high-net-worth clients, pension and institutional accounts, and sponsors two affiliated private funds. The firm employs a value-oriented investment approach focused on small- and micro-cap U.S. and foreign equities, utilizing fundamental research and direct company contacts.

Michael Haney is a financial advisor at Arroyo Investment Group, LLC with 21 years of industry experience. He has been with Arroyo Investment Group since 2004. Haney is also a licensed solicitor at Capital Research & Consulting LLC, where he dedicates additional time to investment-related activities. Arroyo Investment Group is a fee-only investment management and financial planning firm managing approximately $319.5 million in assets. The firm serves individuals and institutional clients through a discretionary, model-driven approach that employs proprietary screening and primarily invests in no-load mutual funds.

Xinyi Wang is a CFA® charterholder with 12 years of industry experience. She has worked at Griffinest Asia Asset Management, LLC since 2021 and Griffinest Asia Securities, LLC since 2013. Wang serves as a research principal at Griffinest Asia Securities. Griffinest Asia Asset Management provides discretionary portfolio management, investment advisory services, and financial planning primarily for high-net-worth and qualified clients, as well as corporate and institutional accounts. The firm customizes portfolios based on client risk tolerance and objectives, managing accounts generally on a discretionary basis through a team of six advisors.

William Hamelin is a financial advisor at Strategy Asset Managers L.L.C. in Pasadena, CA, holding a Series 65 designation with four years of industry experience. He has worked with Strategy Asset Managers since 2021 and also serves as a part-time management consultant for The Adept Group, Inc., providing onboarding support to new team members. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients with portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental equity selection, dividend-oriented and growth strategies, and quantitative methods, managing accounts on a discretionary basis and offering family office services for ultra-high-net-worth families.

John Debiase III is a CFA® charterholder with 14 years of experience in the financial industry. He has been with Gould Asset Management LLC since 2012. Gould Asset Management provides discretionary investment management primarily through individually managed accounts for individuals, institutions, retirement plans, and trusts. The firm emphasizes long-term, risk-adjusted returns and broad diversification, offering additional access to private real estate LLCs and private equity funds for qualified investors.

Collin Saydah is a Financial Services Advisor (FSA) with Merrill Lynch Wealth Management. He focuses on connecting clients to the people, plans, and processes that align with their individual ambitions and financial goals. Collin works with clients to address objectives such as funding education, preparing for retirement and potential health care expenses, and developing personalized long-term financial strategies. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Washington. Collin’s approach emphasizes understanding clients’ personal perspectives and priorities to create clear and transparent financial plans aimed at helping them manage their wealth effectively.

Wan Lin Liao is a financial advisor at Griffinest Asia Asset Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Griffinest Asia Management, LLC since 2019 and Griffinest Asia Securities since 2012. Griffinest Asia Asset Management serves high-net-worth and qualified individual investors, as well as corporations and institutional clients, providing discretionary portfolio management, investment advisory, and personal financial planning services. The firm customizes portfolios based on clients’ risk tolerances and objectives and manages approximately $10.27 million in assets across nine accounts.

Geert Criel is a financial advisor at Pasadena Private Wealth, LLC with four years of industry experience. Prior to joining the firm, he worked for the Belgian Ministry of Foreign Affairs for 32 years. Outside of his advisory role, he serves as a director of a nonprofit organization dedicated to promoting and co-financing European movies in Los Angeles. Pasadena Private Wealth is a multi-team registered investment adviser offering asset management, financial planning, and retirement plan consulting services to individuals, high-net-worth families, trusts, pension plans, and corporate clients. The firm employs fundamental analysis and a long-term investment approach, with portfolios tailored using ETFs, mutual funds, equities, fixed income, and digital assets.

Chingpao Chang is a financial advisor at East West Wealth Advisors LLC in Pasadena, CA, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining East West Wealth Advisors in 2026, he worked at Cetera Investment Services and Cetera, Citigroup Global Markets, Bank of America, Merrill, JPMorgan Chase Bank, and J.P. Morgan Securities. East West Wealth Advisors provides discretionary separately managed account services for high-net-worth individuals, trusts, institutional investors, and other entities. The firm uses a goals-based, multi-asset investment approach overseen by an Investment Policy Committee and offers portfolio management through wrap-fee programs and custodial relationships.

Gabrielle Stapleton is a CFP® with eight years of industry experience, currently serving at Arroyo Investment Group, LLC in Pasadena, CA. She has been with Arroyo Investment Group and Capital Research & Consulting LLC since 2012. Arroyo Investment Group is a fee-only investment management and financial planning firm managing approximately $319.5 million in client assets. The firm serves individuals and institutional clients through a discretionary, model-driven approach using proprietary screening to maintain 15 model portfolios primarily composed of no-load mutual funds, with regular rebalancing and quarterly reviews.