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.

Alfred Mcintosh is a CFP® and Series 63 licensed advisor with 21 years of industry experience. He has been with McIntosh Capital Advisors, Inc. since 1996. McIntosh Capital Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, corporations, and small businesses. The firm uses a primarily passive investment approach with ETFs and no-load mutual funds, complemented by selected active securities, managing approximately $45.3 million in assets across about 90 client relationships.

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.

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.

Louiza Smith is a Series 65-licensed advisor at Acap Asset Management, Inc. with seven years of industry experience. She has worked at Acap Asset Management since 2016. Acap Asset Management serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary and non-discretionary asset management alongside financial planning, retirement plan consulting, tax planning and preparation, and personalized bookkeeping services.

G Miguel Alves is a CFP® with 21 years of experience in the financial industry, currently serving at Vida Private Wealth LLC. His prior experience includes roles at Merrill Lynch and Cantella & Co., Inc. He is also a general partner of VIDA Vision Fund GP, LLC, a private fund. Vida Private Wealth serves high-net-worth individuals and families with private wealth management, multi-family office services, and financial life planning. The firm emphasizes fiduciary advice and multi-asset portfolios, offering tailored discretionary portfolio management and access to private fund investments for qualified clients.

Davis Thompson is a Series 65-licensed financial advisor with Thompson & Thompson Investment Advisors, Inc., based in Pasadena, CA. He has six years of industry experience and also serves as the Engineering & Computer Science Program Director at Tarbut V'Torah Community Day School, where he manages curriculum and oversees teaching staff. Prior to his current role, he has worked at Mater Dei High School and DKRBT Enterprises, Inc. Thompson & Thompson Investment Advisors, Inc. provides discretionary investment management, retirement income planning, and tailored portfolios of U.S. stocks and bonds for individuals, trusts, charitable organizations, and small businesses. The firm applies Modern Portfolio Theory principles using both passive index allocations and active stock selection and distinguishes itself by offering performance-based fee arrangements, regular performance reporting, and educational seminars.

Damion Smith is a financial advisor at Great Gable Wealth Management, LLC with 30 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Smith holds Series 63 and Series 65 licenses. Great Gable Wealth Management provides discretionary portfolio management and financial planning services to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm manages balanced portfolios focused on capital appreciation through equity and fixed-income allocations, using value-based analysis and competitive advantage assessments.

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.

Efren Bolisay is a financial advisor at Sitrin Capital Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sitrin Capital since 2016. The firm serves individuals, high-net-worth clients, trusts, pension plans, and corporate entities, managing approximately $351 million across about 236 client relationships. Sitrin employs a top-down investment process that emphasizes fundamental, technical, and cyclical analysis, with portfolios primarily composed of individual equities and selective use of fixed income and ETFs.

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.

Alvin Parra is a financial advisor with C. E. Skowrup & Co. holding Series 63 and Series 65 credentials and eight years of industry experience. He has held roles at Strategic Choices Wealth Advisors Inc. since 2018 and is President and Life and Health agent of Strategic Choices Financial & Insurance Solutions. Outside of financial advising, Parra is the founder and president of Reyuz Inc., a company in the pre-manufacturing phase of plastic products. C. E. Skowrup & Co. is a small, state-registered investment adviser serving individual and high-net-worth clients with non-discretionary portfolio management and retirement rollover guidance. The firm emphasizes a buy-and-hold approach using fundamental criteria for equity selection and focuses on investment-grade fixed-income securities with short maturities.

George Thompson is a financial advisor with Redhawk Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has previously worked at Securities America, Inc. and Securities Service Network, Inc., and is also president of Thompson Wealth Management, a registered investment advisor. Outside of advising, he owns Prosperity Publishing, through which he self-publishes books, CDs, DVDs, and online shows, and serves as treasurer and chair of the Audit, Budget, and Finance Committee for USA Volleyball. Redhawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies by providing investment management, financial planning, and ERISA retirement-plan services. The firm employs a risk-based investment process supported by third-party tools and offers specialized account types and services, including oversight of held-away accounts and support for captive insurance company clients.

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 13 years of experience in the financial advisory industry. He has worked at Cerda Munoz Advisors, Inc. since 2013 and also operates Cerda Wealth Management. In addition to his advisory role, Cerda prepares individual income tax returns as part of his work with Cerda Munoz Advisors. Cerda Munoz Advisors, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and other business entities. The firm combines investment advisory with in-house tax preparation and insurance product implementation, utilizing a Modern Portfolio Theory-based approach with diversified asset allocations and periodic portfolio monitoring.

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.