Ara Oghoorian is a CFP®, CFA®, and Series 65 credentialed advisor with 17 years of experience at Acap Asset Management, Inc. He also serves as a board member for Mission Valley Bank and Orbit Health, contributing to the oversight of bank management and strategic growth in telemedicine. Additionally, he is a Certified Public Accountant at Acap Accounting Services, Inc. Acap Asset Management, Inc. provides investment advisory services to individuals, trusts, and pension/profit-sharing plans, offering tailored portfolios and comprehensive financial planning. The firm integrates investment management with tax and retirement-plan consulting, leveraging both fundamental and technical analysis alongside tax-sensitive strategies.

Davis Thompson is a financial advisor at Thompson & Thompson Investment Advisors, Inc. in Pasadena, CA, holding a Series 65 designation with six years of industry experience. He worked for nearly three decades at Atkinson, Andelson, Loya, Rau & Romo, a law corporation, before joining his current firm in 2019. Thompson & Thompson Investment Advisors serves individuals, trusts, charitable organizations, and businesses by providing comprehensive wealth and retirement income planning along with management of U.S.-traded stock and bond portfolios. The firm employs a combination of passive and active investment strategies based on modern portfolio theory and fundamental analysis, tailoring portfolios to clients’ objectives and risk profiles.

Annmarie Rizzo is a financial advisor at Plectrum Advisers LLC with a Series 65 designation and one year of industry experience. Prior to joining Plectrum Advisers, she worked at Figure Technologies Solutions, Goldman Sachs, and Yahoo. Plectrum Advisers serves individuals, estates, trusts, and small businesses by offering financial planning, discretionary portfolio management, and educational seminars. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations primarily using low-cost mutual funds and ETFs, and supports both traditional advisor-managed accounts and an app-based onboarding pathway for newer investors.

William Torres is a financial advisor at Cerda Munoz Advisors, Inc. with 24 years of industry experience. He holds the PFS™ designation along with Series 63 and 66 licenses. Torres has worked at firms including Wright Ford Young and 1st Global Insurance Services, and he serves on the board of directors for the East LA YMCA. Cerda Munoz Advisors, Inc. provides discretionary and non-discretionary portfolio management and comprehensive financial planning for individual and high-net-worth clients. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations and integrates tax and accounting services into its offerings.

Francisco Gonzales is a financial advisor at Qubera Wealth Management in Pasadena, CA, holding a Series 65 credential with one year of industry experience. Prior to entering the financial advisory field, he worked in various roles at companies including Ariel The Creative, Bytedance, and Ticketmaster/Live Nation. Qubera Wealth Management provides discretionary asset management, financial planning, and sub-advisory selection services to individuals, high-net-worth clients, investment companies, retirement plans, and business entities. The firm emphasizes a strategic asset allocation approach based on Modern Portfolio Theory and fundamental analysis, utilizing low-cost index ETFs and selected individual securities with global diversification.

Michael Bernard is a CFP®-certified financial advisor with 32 years of industry experience. He has been a principal at Bernard & Johnson Family Wealth Management since 2016. Outside of his advisory work, Bernard is a freelance musician involved in several orchestras and chamber music groups and holds leadership roles in local performing arts and community organizations, including serving as Vice President of the City of Angels Performing Arts Association and committee chair for the Rotary Club of Pasadena. Bernard & Johnson Family Wealth Management serves individuals, families, trusts, small businesses, and retirement plans, including high-net-worth clients. The firm provides financial planning and discretionary investment management, typically implementing customized, long-term strategies through institutional money managers and emphasizing fiduciary responsibility in retirement plan advisory services.

Hilberto Cerda is a CFP® professional with 14 years of experience in financial advising. He has worked at Cerda Munoz Advisors, Inc. since 2013 and previously held roles at Cerda Wealth Management and Wealth Management Lab. In addition to his advisory work, he prepares individual income tax returns as a salaried employee. Cerda Munoz Advisors, Inc. serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm’s investment strategy follows Modern Portfolio Theory and includes diversified allocations across multiple asset classes, supported by tax and accounting expertise integrated into its service model.

Brenna Cancilla is a financial advisor at Mission Street Wealth Planning with a Series 65 credential and one year of industry experience. She has worked at Mission Street Wealth Planning since 2023 and is also involved with CicLAvia, a nonprofit organization that hosts large community events in Los Angeles encouraging biking and walking. Mission Street Wealth Planning advises individuals, families, small business owners, health care professionals, and various committees, providing comprehensive and limited-scope financial planning alongside portfolio management. The firm emphasizes a diversified, research-based investment approach and operates on a non-discretionary basis, requiring client approval for all strategies and trades.

Samuel Hwang is a financial advisor at AIS Asset Management with 13 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at City National Bank from 2016 to 2021 before joining AIS Asset Management in 2021. AIS Asset Management is a small registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension plans, and small businesses. The firm offers discretionary portfolio management and financial advice, employing fundamental analysis and tailored asset-allocation strategies with two service tiers to meet client needs.

La Nedra Munson is a financial advisor at Avant Garde Capital with 13 years of industry experience. She holds the Series 65 designation and has been with Avant Garde Capital since 2012. Avant Garde Capital serves a small number of individual and high-net-worth clients, providing portfolio management and related investment advisory services with an emphasis on direct oversight of client accounts. The firm offers educational seminars and workshops alongside its advisory services.

Mana FLD offers professional financial advice that empowers you to protect and celebrate your hard earned money. We start with our clients' hopes and dreams: getting an intimate view of their values, attitudes, and feelings towards money and its connection to lifestyle. Next comes smart planning: as we work one-on-one with each client to learn your finances inside and out, resulting in deep knowledge sharing, and ongoing support capable of shifting attitudes and building wealth. The outcome is freedom through partnership: our clients are supported to grow, develop and stand strong through life’s transitions, as we build new strategies for self-awareness and personal identity. Throughout the journey, we help turn clients' dreams and goals into reality.

Scott Colton is a CFP® professional with 25 years of experience in the financial services industry. He has been with Colton Wealth Management since 2009 and previously worked at LHMP Financial & Insurance Services and National Planning Corporation. Colton Wealth Management offers personalized financial planning, investment management, and consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm integrates tax services with its advisory work and focuses on a long-term, strategic asset allocation approach using no-load institutional-class mutual funds, ETFs, and fixed-income securities.

Stephanie Bucko is a CFA® charterholder with nine years of industry experience. She is currently a financial advisor at Mana Financial Life Design in Glendale, CA, where she has worked since 2018. Bucko also serves as Chief Information Officer and Manager of Mana Management Partners, overseeing the distribution of financial education programs through the Mana Money School. Mana Financial Life Design serves individual and high-net-worth clients as well as employer plan sponsors, offering financial life planning, discretionary investment management, employee benefit plan advisory, estate planning support, and project consulting. The firm employs a goals-based investment approach that combines long-term perspectives with active tax management and selective use of leverage and derivatives, alongside client education and engagement initiatives.

Abigail Chao is a financial advisor at Cosmos Wealth, LLC with eight years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and tru Independence Asset Management 2. Outside of her advisory role, she has engaged in part-time employment with TELUS International. Cosmos Wealth is a recently established SEC-registered investment adviser managing approximately $191 million in assets. The firm serves primarily larger or non-typical retail clients, offering discretionary investment management and hourly consulting, employing a combination of active and passive investment strategies tailored to individualized client profiles.

Ling Lu is a financial advisor at IFMGroup with 20 years of industry experience. He holds a Series 66 designation and has been with Investment & Financial Management Group since 2006. Outside of his advisory role, Ling Lu serves as president of a life insurance agency in Monrovia, CA. IFMGroup provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation approach combining passive index funds and ETFs with selective active funds and manages roughly $4 million in assets across seven client accounts.

Devin Weinstein is a CFA® charterholder with six years of industry experience. He is currently an advisor at Coast Bridge Capital, where he has worked since 2023. Prior to that, he held roles at Raymond James & Associates, Chandler Asset Management, Ford Equity Research, and Northwestern Mutual Investment Management. Coast Bridge Capital is a state-registered investment adviser managing approximately $77.5 million in client assets. The firm provides discretionary portfolio management and sub-advisory services to individuals, high-net-worth clients, family offices, institutional clients, and other registered investment advisers, employing a fundamental analysis and tactical asset allocation approach.

George Zuluaga is a financial advisor with Avina Financial Group, Inc., holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He has worked with firms including Sagepoint Financial, Inc. and WiseWealth Financial Advisors, and has operated as a licensed insurance agent since 2007. Avina Financial Group serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses, offering financial planning, portfolio management, and retirement plan consulting. The firm provides a wrap fee program with discretionary and non-discretionary management and emphasizes retirement plan services, participant education, and workshops.

Geoffrey Bates is a CFP® with 27 years of industry experience, currently serving as an advisor at Bates Wealth Management, LLC since 2016. He has operated as a sole proprietor since 2011 and is also the owner of an insurance agency specializing in life and health insurance. Bates Wealth Management serves individual investors and retirement plan sponsors, offering discretionary asset management, ERISA 3(21) advisory services, and hourly financial planning. The firm employs both fundamental and technical analysis, incorporating options and derivative strategies, and manages accounts on a discretionary basis with documented client goals and investment restrictions.

William Pugh is a Series 66 credentialed financial advisor with 21 years of industry experience. He is currently with Vela Consulting, LLC and has previously worked at Apriem Advisors and Columbia Capital Securities, Inc. In addition to his advisory role, he acts as an independent insurance agent for life, health, and disability insurance. Vela Consulting is a state-registered investment adviser serving individuals, corporations, trusts, and retirement plans, managing approximately $47 million in assets. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing diversification, long-term allocations, and periodic rebalancing, and offers customized portfolio management and financial planning services.

George Ayala is a financial advisor at Sackett Wealth Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, MassMutual Life Insurance/Capstone Partners, CAK International, and The University of New Mexico. Sackett Wealth Advisors is a team-based registered investment adviser managing approximately $181 million for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary investment advice focused on asset allocation across public and private securities, with a preference for passively oriented asset-class funds, and offers additional tax and consulting services through an affiliated accounting practice.