Xi Lu is a financial advisor at Globalink Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Globalink Wealth Management, he worked at Globalink Securities, Inc and has experience at XH Logistics, World Financial Group, and Pepperdine University. Globalink Wealth Management provides hourly and fixed-fee financial planning along with discretionary and non-discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a variety of investment strategies including long-term holdings, active trading, option writing, and margin transactions, and generally favors mutual funds unless clients request otherwise.

Nino Pavan is a CFP® with 17 years of industry experience and has been with Financial Designs Corporation since 1993. He is based in Las Vegas, NV, and holds a Series 63 license. Outside of his advisory role, he owns and operates a life insurance agency where he primarily sells single premium deferred and indexed annuities as part of client investment plans. Financial Designs Corporation provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, charitable organizations, and retirement plan participants. The firm emphasizes retirement planning and employs an active management approach with tailored asset allocation and ongoing account monitoring.

Derek Baldwin is a CFA® charterholder with 11 years of industry experience, currently serving at Gould Asset Management LLC since 2014. He is based in Claremont, CA, and is part of a nine-advisor team. Gould Asset Management LLC is an SEC-registered investment adviser that manages discretionary portfolios for individuals, retirement plans, trusts, foundations, and institutions. The firm offers tailored accounts, sub-advisory services, and access to private market opportunities, employing diversified strategies focused on risk-adjusted returns over a long horizon.

David Petray is a financial advisor with Syndicated Capital, Inc. He holds a Series 63 designation and has 37 years of industry experience. He has worked at Syndicated Capital since 2001 and was previously with A. G. Edwards & Sons, Inc. since 1998. Outside of his advisory role, he is involved as a luxury travel advisor and also works as a mortgage advisor on a part-time basis. Syndicated Capital, Inc. provides money management, portfolio management, and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm manages approximately $137 million on a discretionary basis and offers customized investment programs tailored to clients’ objectives, risk tolerance, and time horizons.

Carl Lachman is a CFP® and Series 65-registered financial advisor with 22 years of industry experience. He has been with Eclectic Associates, Inc. since 2003 and is currently a member of their 11-advisor team. Eclectic Associates, Inc. is a fee-only, SEC-registered investment adviser serving individuals, trusts, retirement-plan participants, charities, and businesses. The firm provides discretionary investment management and integrated financial planning, managing over $1.4 billion in assets through diversified portfolios that utilize Modern Portfolio Theory and long-term holdings.

Andrew Papp is a financial advisor with Ministry Partners Securities, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Ministry Partners Securities since 2014 and concurrently at ACP Financial since 2005. Outside of his advisory work, he occasionally preaches at churches and plays drums in live bands. Ministry Partners Securities serves individuals, trusts, estates, churches, faith-based organizations, and qualified retirement plan participants, offering financial planning and consulting with an explicitly Christian approach to stewardship. The firm primarily refers clients to selected third-party asset managers while providing ongoing advice and planning tailored to clients’ religious or ethical values and financial objectives.

Ronnie Mejia is a financial advisor with Horter Investment Management, LLC, holding a Series 65 credential and nine years of industry experience. He has worked with Horter Investment Management since 2016 and serves as CEO of Defense First Financial, LLC, a financial services business specializing in life insurance and annuities. Mejia is also the owner of RON MON CORP, a real estate management company. Horter Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a combination of tactical and passive multi-manager portfolios, model and custom portfolios, and offers access to third-party money managers and alternative investments as part of its ongoing investment supervision.

Brandon Morton is a CFP® professional with one year of industry experience, currently serving at Financial Designs Corporation in Claremont, CA. He has been with Financial Designs Corp. since 2008. Financial Designs Corporation provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, charitable organizations, and qualified retirement plan participants. The firm follows an active management approach and offers tailored financial planning and asset allocation services, managing portfolios primarily through its own wrap fee program.

Scott Smith is a CFA® charterholder with over 21 years of experience in the financial industry. He has been with Gould Asset Management LLC since 2004. Gould Asset Management LLC is an SEC-registered investment adviser serving individuals, retirement plans, trusts, foundations, and other institutions. The firm offers discretionary portfolio management with a focus on risk-adjusted returns, disciplined diversification, and various investment strategies, including access to private market opportunities.

Darren Vera Cruz is a financial advisor at Hamilton-Bates Investment Research, Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at Hamilton-Bates since 2018. In addition to his advisory role, he practices law as an attorney specializing in estate planning. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes a combination of fundamental, technical, and quantitative analysis along with both long-term and short-term trading strategies, managing approximately $61.36 million in discretionary client assets.

Matthew Phillips is a CFP® professional with nine years of experience in financial advisory services. He is associated with Lincoln Investment and also serves as an Investment Adviser Representative at K2 Financial. His background includes roles at Legend Advisory LLC and Waddell & Reed Inc., as well as work in the rideshare industry with LYFT and UBER. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets. The firm serves a diverse client base including individuals, employers, retirement plan participants, and charitable organizations, offering financial planning, custom and model portfolios, and access to third-party managers through both discretionary and non-discretionary account services.

Faith Lee is a financial advisor at Syndicated Capital, Inc. in Brea, CA, holding a Series 63 designation with 27 years of industry experience. She has been with Syndicated Capital since 2003. Syndicated Capital, Inc. provides money management, portfolio management, and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm manages approximately $137 million on a discretionary basis and offers customized advisory programs tailored to each client’s objectives, risk tolerance, and time horizon.

Gabriel Shahin is a CFP® with 16 years of industry experience, currently serving Falcon Wealth Planning, LLC. He has held leadership roles in affiliated businesses, including Falcon Wealth Tax Services and the Financial Community Education Foundation, where he provides community education seminars to help individuals understand complex financial products. Shahin’s background also includes involvement in property management through Falcon Empire Properties, LLC and Falcon Wealth Properties, LLC. Falcon Wealth Planning, LLC offers investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office for clients with over $5 million in assets. The firm utilizes a combination of fundamental and technical analysis, modern portfolio theory, and a range of trading strategies, with client accounts reviewed and reported quarterly.

Joseph Turner is a financial advisor with Ministry Partners Securities, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Ministry Partners Securities since 2013 and previously spent eight years at Ministry Partners Investment Co. Turner serves on the board of directors for Christian Care Ministry and the Health Care Sharing Ministries Alliance, contributing to business operations and strategic planning. Ministry Partners Securities serves individuals, trusts, estates, churches, and faith-based organizations, providing financial planning and consulting with an emphasis on integrating clients’ religious or ethical values into investment strategies. The firm refers clients to selected third-party asset managers and delivers ongoing advice while maintaining a dual registration as both an investment adviser and broker-dealer.

Cherie Wang is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Valley Wealth Strategies, LLC. She has previously worked with LPL Financial, LLC and National Planning Corporation. Outside of advisory work, she teaches at Cerritos College and is a certified notary public. Valley Wealth Strategies, LLC advises individuals, families, trusts, and various organizations, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach and manages over $1.2 billion in assets, with a notable portion managed on a non-discretionary basis.

Matthew Shahin is a CFP®-certified financial advisor with 11 years of industry experience. He joined Falcon Wealth Planning, LLC in 2024 after spending eight years at The Vanguard Group, Inc. Shahin holds Series 63 and Series 65 licenses and is based in Ontario, CA. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office offering for clients with over $5 million in assets. The firm employs fundamental and technical analysis alongside modern portfolio theory, managing accounts primarily on a discretionary basis and reviewing client portfolios at least quarterly.

Arpy Raval is a CFP® with 11 years of industry experience, currently serving at Shah Wealth Advisors. Prior to joining Shah Wealth Advisors in 2026, Arpy worked at Ameriprise, LPL Financial, NATIONAL PLANNING CORPORATION, and AR Financial Planning. Shah Wealth Advisors offers personalized financial planning and investment advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, and corporations. The firm employs a long-term, fundamental-analysis approach to portfolio construction, utilizing a range of investment vehicles tailored to each client’s goals and risk tolerance.

Scott Rojas is a Certified Financial Planner® with 20 years of industry experience. He is currently with One Advisory Partners, LLC and was previously with Eclectic Associates, Inc. for over two decades. One Advisory Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning and discretionary investment management. The firm employs a portfolio construction approach based on modern portfolio theory, incorporating global diversification and both fundamental and technical analysis.

Jamil Abdullah is a financial advisor at Falcon Wealth Planning, LLC with 11 years of industry experience. He holds the CFP®, CFA®, and Series 63 credentials. His work history includes roles at Falcon Wealth Planning, Vance Wealth Management, EF Legacy Securities, and Edelman Financial Services. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals—including high-net-worth clients—charitable organizations, and business entities. The firm employs fundamental and technical analysis along with modern portfolio theory and offers services such as portfolio management, comprehensive financial planning, and a Family Office offering.

Mark Molenaar is an investment advisor representative at Parsonex Advisory Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Parsonex entities since 2014. Outside of his advisory role, he serves as a senior risk consultant for Chubb, focusing on high-net-worth personal risk services, and is involved in estate planning document preparation through United Living Trust Services. Parsonex Advisory Services is an SEC-registered investment adviser that provides financial planning, portfolio management, and investment advice to individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach, relying on third-party advisers and sub-advisors, and offers discretionary managed accounts with ongoing monitoring and periodic reviews.