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 CFP® professional with 12 years of industry experience, currently an advisor at AIS Asset Management. She previously worked at City National Bank for nine years and is the owner of Ms. Fiscal, a financial coaching business focused on teaching women how to manage their finances. 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 with two service tiers, using fundamental analysis and tailored asset-allocation strategies that may include derivatives within a structured risk framework.

Tammy Trenta is a CFP® with 21 years of industry experience, currently serving at Family Financial. Her prior roles include positions at Creative Planning and Running Point Capital Advisors. In addition to her advisory work, she is involved in tax and accounting services through FF Business Management LLC and is an author affiliated with the Institute for Financial Empowerment. Family Financial is an SEC-registered investment adviser offering discretionary wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, and small businesses. The firm uses a primarily long-term investment approach with portfolios constructed from ETFs, mutual funds, individual securities, and digital currency, and incorporates borrowing and derivatives strategies that are relatively uncommon among peers.

Michael Sackett is a financial advisor with Sackett Wealth Advisors, Inc. in Brea, CA, holding a Series 66 designation and 34 years of industry experience. He has been with Sackett Wealth Advisors since 2017 and previously worked at Independent Financial Group. Sackett is also the owner of Sackett Financial Group, which provides tax, accounting, business consulting, and insurance services. Additionally, he serves on the board of directors for a propane and natural gas distributor and is involved in overseeing an e-commerce business for HVAC control systems. 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 delivers discretionary investment advice using an asset-allocation approach focused on equities, fixed income, ETFs, mutual funds, and other securities, and is affiliated with an accounting practice offering tax planning and related consulting services.

Robert Mcdaniel is a financial advisor at Lighthouse Financial Services Inc in Brea, CA, with 27 years of industry experience. He holds Series 63 and Series 65 designations 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 multiple 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.

Tina Herrera is a financial advisor at Sharper & Granite LLC in El Segundo, CA, holding a Series 65 designation with six years of industry experience. She has been with Sharper & Granite since 2014. Sharper & Granite provides comprehensive portfolio management to individuals, high-net-worth clients, trusts, pensions, and profit-sharing plans, managing approximately $318 million on a discretionary basis. The firm utilizes a top-down asset allocation approach focused on low-cost, tax-efficient index ETFs and no-load index mutual funds, employing statistical methods to estimate efficient frontier allocations.

Aaron Munoz is a CFP® with 13 years of experience in the financial services industry. He has been with Cerda Munoz Advisors, Inc. and Cerda Wealth Management since 2013. In addition to his advisory role, he prepares individual income tax returns for clients. Cerda Munoz Advisors, Inc. provides portfolio management and financial planning services to individuals, trusts, and business entities, combining investment management with in-house tax preparation, accounting, and licensed insurance product implementation.

Stephen Stroup is a financial advisor with Onward Advisors LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at firms including Wedbush & Co., Ameriprise Financial Services, and Qapital LLC. He also serves in supervisory roles related to regulatory compliance at Onward Advisors and Qapital. 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 incorporates client objectives, risk tolerance, and tax considerations, employing a wide range of instruments and emphasizing fiduciary disclosure.

Andi Kim is a CFA® charterholder with 20 years of industry experience, currently serving as Chief Investment Officer at Positive Delta Asset Management LLC and a partner at AK Financial Holdings since 2011. Prior to this, Kim has been involved with Gb Positivedelta Asset Management since 2005 and Think Wealth, LLC since 2020. Outside of Positive Delta, Kim dedicates significant time to AK Financial Holdings, a CFTC-registered commodity pool operator. Positive Delta Asset Management LLC provides separately managed accounts to individual and institutional clients, managing approximately $28.8 million across about 69 accounts. The firm offers a Global Alpha multi-asset ETF portfolio and customized management strategies, employing quantitative models and risk monitoring to manage diversified exposures.

Jiyao Xu is a financial advisor at X and Y Advisors, Inc. with eight years of industry experience. Xu holds the CFP®, CFA®, and Series 65 credentials and has worked at Blend Financial, Inc. dba Origin Financial, Confidence Wealth Management, LLC, and as a self-employed advisor. X and Y Advisors, Inc. is a fee-only advisory firm serving individual and high-net-worth clients, offering financial planning alongside tax preparation, bookkeeping, payroll accounting, business consulting, and investment management. The firm primarily uses passive, low-cost portfolios based on Modern Portfolio Theory and provides financial planning on both project-based and ongoing terms.

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.

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.

Melanie Tanaka is a CFP® professional with 35 years of experience in financial advising, currently serving at Legacy Financial Group in Torrance, CA. She has worked at Legacy Financial Group since 2001 and held positions at SagePoint Financial and OSAIC. Outside her advisory role, she is involved in selling life and long-term care insurance and provides notary services. Legacy Financial Group offers financial planning, asset allocation, and portfolio management to individuals, trusts, estates, and other entities. The firm employs a model-based investment approach grounded in Modern Portfolio Theory, utilizing third-party platforms and acting as a wrap fee program sponsor across multiple programs.

Siddarth Sharma is a financial advisor at Polestar Capital LLC based in Los Angeles, CA. He holds a Series 65 designation and has recently entered the industry, with prior experience at Spring Health, Deliverr, and roles in education and nonprofit sectors. Polestar Capital LLC serves as the general partner and investment adviser to private pooled investment vehicles and manages separately managed accounts for high-net-worth individuals, institutions, trusts, endowments, and pension plans. The firm employs a value-driven, contrarian equity approach focused on company fundamentals and uses both long-term and short-term strategies, including options and leverage.

Christopher Soukup is a financial advisor at Lighthouse Financial Services Inc with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade and Fidelity in various advisory roles. Lighthouse Financial Services serves individual, high-net-worth, pension, and institutional clients by providing discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm’s investment approach integrates top-down macroeconomic analysis with bottom-up security selection, emphasizing diversified asset allocation across multiple model strategies.

Michael Pysnik is a financial advisor at Pysnik Financial, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Independent Financial Group and Lee Pysnik, CPA. In addition to his advisory role, he is a licensed California insurance agent offering various insurance products. Pysnik Financial serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm provides non-discretionary asset management, financial planning, consulting, and insurance implementation, using a goal-based asset allocation approach that includes ETFs, mutual funds, fixed income, and individual securities.