Hui Chiung Tseng is a Series 65-licensed financial advisor at Halcyon Investment Advisor with two years of industry experience. Her career includes five years at JPMorgan Asset Management in Taiwan and roles at CL Securities Taiwan and as a self-employed advisor. She is based in Los Angeles, CA. Halcyon Investment Advisor offers fee-only investment advisory and financial planning services to individuals, families, trusts, and institutional clients, with a focus on diversified global asset allocation and multi-dimensional risk management. The firm is known for its international orientation, performance-based fee arrangements for qualified clients, and its affiliation with Taiwan-based Alpha Helix Asset Management.

Nishan Partamian is a financial advisor with Trinity Asset Management Co. in Los Angeles, CA, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has been with Trinity Asset Management since 2003. Trinity Asset Management provides investment advisory services to individuals, trusts, retirement plans, and business entities, employing a combination of fundamental, technical, quantitative, cyclical, and qualitative analysis. The firm uses a mix of passive long-term allocations, active trading, and rebalancing strategies tailored to client objectives.

Patrick Dinan is a CFP® professional with 20 years of experience in financial advisory. He has worked at Impact Fiduciary LLC since 2017 and previously at Personal Capital Advisors Corporation from 2012 to 2017. Impact Fiduciary LLC provides discretionary portfolio management, comprehensive wealth management, and financial planning primarily to individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm emphasizes passive investment management using ETFs and index funds, integrates socially responsible investing (SRI) screens, and offers bundled planning services that include third-party tax preparation and planning.

Nickolas Waggoner is a financial advisor at The Pacific Group in Los Angeles, CA, with five years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Pacific Advisory Group from 2015 to 2018. Outside of advising, he is involved in a clothing business, 2nd Amendgents, LLC, and works with a financial technology firm, Sootchy, Inc. The Pacific Group provides investment advisory services to individual, pension, and corporate clients, managing approximately $37.6 million. The firm employs various analytical approaches to construct customized portfolios and offers both discretionary and non-discretionary management along with a wrap-fee program.

Andrey Danilenko is a Series 65-credentialed financial advisor with 23 years of experience, currently serving as a Managing Partner at FortRoss Capital Management, LLC since 2003. He also holds a managing partner role at Tagora Capital LLP, a consulting firm based in the United Kingdom. FortRoss Capital Management provides discretionary investment management primarily to private investment companies and high-net-worth individuals. The firm employs a quantitative market-timing strategy across multiple asset classes and offers highly customized, hedge-fund style strategies with performance-based fees.

John Ceurvorst is a financial advisor at Pursuit Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Investment Research & Management, LLC since 2000. Pursuit Wealth Management provides discretionary investment management to individuals, corporations, trusts, estates, and charitable organizations, including retirement accounts where it acts as an ERISA fiduciary when applicable. The firm employs various allocation strategies incorporating options and option-writing to pursue income and growth, managing approximately $35.5 million in discretionary assets.

Armand Batocabe is a financial advisor at Golden State Capital Inc. with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various firms including LTNG Capital, X Capital Advisors, and SecureVest Financial Group. He is also involved with ACB Partners LLC and has prior experience at Blue Sky MLS, Inc. Golden State Capital Inc. provides investment advisory services primarily to accredited investors and family offices, focusing on private and alternative investments such as private equity, credit, real estate, and venture capital. The firm employs a non-discretionary, tailored approach emphasizing long-term strategies and customized due diligence on private placements.

Veronika Lysyanska is a financial advisor at Dishmi Capital, LLC with nine years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, TD Ameritrade, Caerus Investment Advisors, and Rillhurst Capital. Dishmi Capital provides discretionary investment management and advisory services to individuals, trusts, business entities, and employer-sponsored retirement plans. The firm combines a wrap-fee portfolio program with pension consulting and institutional portfolio management, employing a range of investment strategies tailored to client objectives and risk tolerances.

Joanie Morioka is a financial advisor with Kondo Wealth Advisors, Inc in Pasadena, CA, holding a Series 66 designation and 22 years of industry experience. She has been with Kondo Wealth Advisors since 2007 and Purshe Kaplan Sterling Investments since 2011. Kondo Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses both fundamental and cyclical analysis across various asset classes and combines portfolio management with planning and consulting, managing approximately $365 million in discretionary assets.

Jack Andrews III is the sole advisor at Athena Investment Management in Pasadena, CA, holding a Series 65 credential and bringing 28 years of industry experience. He has been with Athena Investment Management since 1990. Athena Investment Management provides comprehensive investment advisory and portfolio management services to individual and institutional clients, including high-net-worth individuals, family-controlled LLCs, IRAs, trusts, 401(k)s, charitable foundations, and donor-advised funds. The firm manages portfolios individually with a focus on after-tax total return, using a defined equity universe and a relative-value, earnings-based stock selection process, complemented by tactical allocation adjustments and limited turnover.

Jose Portillo is a financial advisor at Southland Equity Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including R H Investment Corporation, Inc. and R M Duncan Capital Management. Outside of his advisory role, he serves as CFO for R M Duncan Securities and R M Duncan Capital Management, handling financial reporting and compliance tasks. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, and retirement consulting. The firm utilizes a combination of fundamental and technical analysis to manage primarily discretionary portfolios and evaluates third-party managers for specific asset classes.

Edward Zubow is a financial advisor at Wedbush Securities Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wedbush Securities since 2004. Outside of his advisory role, he is a partner and trumpet player in a band called Shallow Water Music LLC and owns EZ Money BBQ, LLC, a business selling barbecue spices. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting both discretionary and non-discretionary managed accounts.

Shang Chou is a financial advisor at Dishmi Capital, LLC with seven years of industry experience. His background includes roles at Goldman Sachs & Co. LLC, JPMorgan Securities LLC, and Simplify Asset Management. He holds Series 66, Series 63, and Series 65 licenses. Dishmi Capital provides discretionary investment management and advisory services to high net worth individuals, trusts, business entities, and employer-sponsored retirement plans. The firm offers a sponsored wrap-fee portfolio program and retirement plan consulting, combining institutional portfolio management with services for high net worth clients.

Mark Bindon is an advisor at McClure Investment Management, LLC with one year of industry experience. His prior work includes roles at ESS Technology, Inc., Bloom Energy, Turntide Technologies, and Liquid Robitics. McClure Investment Management provides discretionary portfolio management, advisory consulting, and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm serves primarily individual clients, including high-net-worth individuals, using a tailored investment process that incorporates fundamental and cyclical analysis, modern portfolio theory, and model portfolios, with the potential for short-term trading and use of leverage.

Ricky Biel is a financial advisor at Favor Wealth Advisors, LLC with 26 years of industry experience. He holds the Series 66 designation and has previously worked at Arete Wealth Management LLC and Equanimity Financial Partners. Biel is also a licensed insurance agent in California. Favor Wealth Advisors is a small, supported firm managing approximately $75 million for around 142 clients, including high-net-worth individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management, financial planning, retirement plan consulting, and a Special/Income portfolio service, utilizing third-party sub-advisers and a range of analytical methods to tailor portfolios to client objectives.

Akemi Dalvi is a CFP® and PFS™ credentialed advisor with 16 years of industry experience. She is a principal at Kondo Wealth Advisors, Inc., where she has worked since 2008, and has also been associated with Purshe Kaplan Sterling Investments since 2011. In addition to her financial advisory work, she is an author, columnist, and public speaker focused on providing financial education through books, articles, and community presentations. Kondo Wealth Advisors provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs cyclical and fundamental analysis with both long- and short-term trading strategies, managing client portfolios on a discretionary basis with regular monitoring and rebalancing.

Edward Barnett II is a financial advisor with Newbury Capital Management, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Newbury Capital Management since 2009. Outside of his advisory role, he is an investor and owner in a restaurant business. Newbury Capital Management provides investment advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $144 million across roughly 399 client relationships, offering a range of portfolio strategies that include individual securities and funds, with regular monitoring and both discretionary and non-discretionary account management.

Richard Yang is a financial advisor at BOS Taurus with two years of industry experience. He holds a Series 65 credential and has previously worked at Brightwater Associates. Yang also serves as an Academic Dean for a private school. BOS Taurus provides ongoing portfolio management and standalone financial planning primarily for individual clients. The firm operates under a fiduciary standard, employing personalized Investment Policy Statements and discretionary portfolio management that includes mutual funds, ETFs, fixed income, real estate funds, annuities, and cryptocurrencies, utilizing both long- and short-term trading strategies.

Christopher De Lorimier is a financial advisor at O'Connor Wealth Management, Inc. with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has been with O'Connor Wealth Management since 2014. In addition to his advisory role, he operates a tax preparation and planning business, Crown City Tax Planning, and is licensed as an independent insurance agent. O'Connor Wealth Management serves individuals, trusts, estates, and charitable organizations, offering discretionary wealth management combined with issue-specific financial planning. The firm focuses on strategic, long-term asset allocation using a variety of investment vehicles and manages client accounts with continuous monitoring tailored to client preferences.

Peter Heilbron is a CFA® charterholder with 14 years of industry experience. He is the sole advisor at Trace Wealth Advisors in Los Angeles and has held positions at Northern Trust Wealth Management, LPL Financial, and YDS Investments LLC, where he serves as Interim CFO consulting on estate planning, tax planning, and real estate investments. Trace Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and access to separately managed accounts through LPL Financial’s Manager Select program. The firm employs a tailored investment approach focused on ETFs and mutual funds, using fundamental analysis and modern portfolio theory alongside long-term purchase strategies.