Sun Shim is a CFP®-certified financial advisor with 20 years of industry experience, currently working at Mason & Associates, Inc. since 2006. Prior to this, Sun Shim spent 11 years at Cambridge Investment Research, Inc. In addition to advisory work, Sun Shim is an independent insurance agent and a notary public. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm’s investment approach is based on Modern Portfolio Theory and includes strategic asset allocation, sector rotation, and global diversification, typically implemented through no-load or load-waived mutual funds and ETFs.

Y Shih is a financial advisor with Oder Investment Management, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Oder Investment Management in 2021, Shih held positions at Bank of America, Merrill, Konnect Resources LLC, and UBS Financial Services. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors with discretionary investment management, financial planning, and retirement-plan consulting. The firm utilizes a combination of active and passive management, global diversification, and regular portfolio rebalancing based on individualized Investment Policy Statements.

David Kim is a financial advisor at Matauro, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Purshe Kaplan Sterling Investments, and Simplicity Investments, Inc. In addition to his advisory role, he is involved in fixed insurance products through a contracted relationship with CRUMP. Matauro, LLC manages over $1 billion across nearly 900 client relationships, providing wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, retirement plans, and business entities. The firm employs a diversified investment approach integrating fundamental, macroeconomic, technical, and ESG analyses, utilizing both in-house and third-party portfolio management across various asset classes.

James Koller is an investment advisor representative at Lazari Capital Management, Inc. with 12 years of industry experience. He has held roles at Lyndhurst Securities, Kovack Securities, Park Avenue Securities, Guardian Life Insurance Company, and Wynn & Wynn Financial. In addition to his advisory work, he is involved in insurance sales as a sole proprietor. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting to a diverse client base including individuals, trusts, high-net-worth clients, and corporations. The firm employs a comprehensive investment approach that integrates fundamental, technical, cyclical, and quantitative analysis and manages accounts primarily on a discretionary basis.

Liliana Verduzco is a financial advisor at Mason & Associates, Inc. in Los Angeles, California, with nine years of industry experience. She holds a Series 65 designation and also works as an Account Manager for Insurance Group Benefits. Verduzco has been associated with Charles W Mason & Associates, Orion Risk Management, and Cass and Johansing over her career. Mason & Associates, Inc. serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses by providing personalized financial planning, investment management, and limited-scope hourly planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing strategic and tactical asset allocation, sector rotation, and global diversification.

Mark Gleason is a CFA® charterholder with 28 years of industry experience. He has been with WESCAP Group since 1993, where he works as part of a six-advisor team in Glendale, CA. WESCAP Group manages over $1 billion in client assets, serving individuals, pension plans, trusts, charitable organizations, corporations, and private funds. The firm emphasizes strategic and tactical asset allocation, global diversification, and tax efficiency, and is notable for managing Hedgecap Partners, L.P., a private pooled investment vehicle that employs hedging techniques and leverage.

David Barr is a CFP® with four years of industry experience, currently affiliated with California Financial Partners, Inc. He has previously worked at LPL Financial, LLC, and has experience outside finance in roles at Rancho Grande Cantina and the Parkhill School District. California Financial Partners, Inc. provides financial planning and consulting services to individuals, business entities, and pension and profit-sharing plans. The firm follows a structured planning process, focusing on fundamental analysis and public research, and does not manage client assets or engage in discretionary portfolio management.

Eric Lecours is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Tamar Securities, LLC and has prior experience at Purshe Kaplan Sterling Investments, Silversage Advisors, Geneos Wealth Management, Bank of America, and Merrill Lynch. Lecours also operates under the DBA Firefighter's United, providing financial planning and wealth management services. Tamar Securities, LLC advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm combines top-down sector and “Super Cycle” analysis with bottom-up security selection and quantitative screening, offering discretionary portfolio management, standalone planning, and access to multiple model-portfolio programs.

Simon Hobbs is a financial advisor at California Financial Partners, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, LLC since 2018. He was previously involved with Silver Ring Productions LLC, a business entity used for investment purposes. California Financial Partners provides financial planning and consulting services to individuals, business entities, and pension and profit-sharing plans. The firm utilizes a structured planning process and fundamental analysis, focusing on planning rather than discretionary portfolio management.

Emily Logan is a CFP® and Series 66-registered financial advisor with 15 years of industry experience. She is affiliated with California Capital Management and Purshe Kaplan Sterling Investments. Outside of her advisory roles, she serves as successor trustee for a family trust. California Capital Management provides investment advisory services to individuals, trusts, pension plans, and corporate entities. The firm offers customized portfolio management through a wrap fee program and retirement plan consulting, managing approximately $358 million in discretionary assets for a client base of several hundred accounts.

Hagop Karadanaian is a financial advisor at Lazari Capital Management, Inc. with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Western Alliance Bank and Vanderbilt Financial Group. Lazari Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and an affiliated private fund. The firm employs a range of investment strategies, including fundamental, technical, cyclical, and quantitative analysis, and offers services such as portfolio management, estate and retirement planning, and pension consulting.

Jason Lane is a financial advisor at Vance Wealth with eight years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Raymond James Financial Services and Clear Structure Financial Technology. Vance Wealth is a multi-advisor SEC-registered firm managing approximately $736 million in assets, serving individuals, trusts, businesses, retirement plans, and charitable organizations. The firm employs a primarily long-term investment approach focused on fundamental analysis, using ETFs, mutual funds, individual securities, and independent managers, while providing a range of wealth management, financial planning, and business consulting services.

Calvin Hedman is a financial advisor with Vance Wealth, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Catalina Capital Group LLC and EP Wealth Advisors and manages Hedman Partners LLP, a public accounting firm. Outside of advisory work, Hedman serves as co-chair of the Santa Clarita Valley Economic Development Corporation’s Board of Directors and is involved with Real Life Church’s finance committee. Vance Wealth provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term, fundamentally driven investment approach using customized portfolios of ETFs, mutual funds, individual securities, bonds, and third-party managers.

Thuan Lam is a financial advisor at Providence Financial and Insurances, Inc. with 19 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Securities and Allegiance Gold. Outside of advising, Lam owns Artizan Images, a photography business specializing in weddings and events. Providence Financial and Insurances, Inc. provides discretionary investment management, financial and estate planning, and insurance consulting to individuals, pension plans, trusts, and other entities. The firm emphasizes a buy-and-hold investment approach using income-producing securities and offers estate-planning legal advice through an affiliated legal practice.

David Sirin is a financial advisor at Tamar Securities, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, TD Ameritrade, Inc., and operated Siren Laboratories, LLC. Tamar Securities advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm combines top-down sector and “Super Cycle” analysis with bottom-up security selection and quantitative screening, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Shawn Hsieh is a financial advisor at Highline Wealth Partners in Sherman Oaks, CA, with 16 years of industry experience. He holds the CFP®, CFA®, and Series 66 credentials. Prior to joining Highline Wealth Partners in 2018, he worked at City National Bank, DFPG Investments, Inc., and American Financial Network Advisory Services, LLC. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities by providing investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s Investment Committee oversees portfolio decisions and offers participant education and quarterly portfolio reviews, supported by third-party technology for retirement plan management.

Dominick Savo is a financial advisor at Tamar Securities, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Tamar Securities since 2015. Outside of his advisory role, he is involved in ownership of a restaurant group operating ten locations in Southern California. Tamar Securities advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection across discretionary portfolio management, financial planning, and multiple model-portfolio programs.

Jay Henriksen is a Series 65-licensed financial advisor with J K R & Company, Inc. in Van Nuys, CA, where he has worked since 2018. He has eight years of industry experience and previously spent 20 years at Medtronic. J K R & Company operates as a team investment adviser and broker-dealer serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $136 million in client assets and advising on about $179 million in retirement plan assets.

Payton Thompson is a financial advisor at Dew Point Capital with a Series 65 designation and one year of industry experience. Prior to joining Dew Point Capital, Thompson held roles at Pepperdine University, JRK Property Holdings, and NorthStar Ski Resort. He also has experience as a member of the Boothbay Harbor Yacht Club. Dew Point Capital is an SEC-registered advisory firm that provides fee-based discretionary portfolio management, financial planning, retirement income planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages approximately $512 million in client assets and employs a strategic allocation approach that incorporates fundamental and cyclical analysis with a long-term purchase strategy and occasional short-term adjustments.

Aryan Golzar Shabestary is a financial advisor at Navalign, LLC with a Series 65 designation and over a decade of experience in consulting and financial services. Prior to joining Navalign and BNY in 2025, he worked at F.G. Consulting from 2014 to 2025. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting to a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for about 677 clients, employing a range of strategies that include margin borrowing and options trading within separately managed accounts.