Daniel Nandor is a CFP® professional with Eclectic Associates, Inc. in Fullerton, CA. He has been with Eclectic Associates since 2022, accumulating three years of industry experience. Prior to his advisory career, he worked at Euro Soccer Trips from 2019 to 2021. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser that provides discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team and focuses on diversified portfolios using mutual funds and ETFs, applying Modern Portfolio Theory and long-term strategies.

Bruce Traub is a CFP® professional with 26 years of industry experience, currently serving as an investment adviser representative at 724 Capital, LLC since 2023. He has also been associated with Ministry Partners Securities LLC since 2013. Outside of his advisory roles, Traub leads a Kingdom Advisors study group focused on educating financial professionals about applying biblical principles to their business. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a variety of analytic approaches and investment strategies, including discretionary account management and third-party money manager allocations, with regular portfolio monitoring and reporting.

Eric Bergquist is a financial advisor at LifeSteps Financial with 10 years of industry experience. He holds a Series 65 designation and has been with LifeSteps Financial since 2015, including its predecessor entity, Foothill Financial Advisors, Inc. LifeSteps Financial serves individuals, families, high-net-worth clients, trusts, estates, businesses, retirement plan participants, and charitable organizations. The firm employs an ETF-centric investment approach based on Modern Portfolio Theory, incorporates tactical asset allocation, and provides integrated financial planning alongside discretionary and non-discretionary advisory services.

Charles Coleman is a financial advisor at Pasadena Private Wealth, LLC with 12 years of industry experience. He holds the Series 65 designation and has previously worked at Dorsey, Wright and Associates, LLC and Holly Street Wealth Advisors. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, offering discretionary and non-discretionary asset management, financial planning, retirement plan consulting, and other services. The firm’s investment approach combines fundamental analysis and long-term portfolio construction with flexibility for shorter-term trading and includes a range of asset classes such as ETFs, mutual funds, individual securities, fixed income, digital assets, and alternative strategies.

Zachary Leedom is a CFP® with 10 years of industry experience, currently serving as a financial advisor at WealthPlan Investment Management LLC. He has held previous roles at firms including OneDigital Investment Advisors LLC, WealthSource Partners, LLC, SurePath Wealth Management LLC, and Libertas Wealth Management Group, Inc. Leedom is also involved in fixed insurance sales and service as president and insurance agent of a related business. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals overseeing approximately $2.18 billion in regulatory assets. The firm provides comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services to individuals, high-net-worth clients, institutions, and other advisers, utilizing model-based strategies across a variety of asset classes and offering both automated and customized solutions.

Tobin Wills is a CFP® with 31 years of industry experience, currently serving at Optima Capital LLC. His prior roles include positions at Royal Alliance Associates, Signator Investors, and Zahorik Financial and Insurance Services. Outside of finance, he is a certified flight instructor specializing in military and tactical aviation. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm uses a range of investment strategies including ETFs, mutual funds, and model portfolios, and employs analytical methods such as modern portfolio theory and fundamental analysis.

Kevin Kurimoto is a CFP® and CFA® with 23 years of industry experience. He is a co-owner and Chief Investment Officer at K2 Financial Inc., where he has worked since 2019. His prior experience includes 11 years at Legend Equities Corporation and nine years at Lincoln Investment. Outside of his advisory role, Kurimoto serves as Treasurer and board member of the Glendora Public Library Friends Foundation, where he reviews investment recommendations for the foundation’s endowment. K2 Financial provides wealth and investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm’s investment approach is primarily long-term and tailored to each client, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party managers.

Clarissa Hartono is a CFP® professional with two years of industry experience, currently serving at Eclectic Associates, Inc. in Fullerton, CA. Her work history includes roles at Eclectic Associates since 2021 and a position at Injoy Life Resources in 2021. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser managing over $1.4 billion in client assets across an 11-advisor team. The firm provides discretionary investment management and integrated financial planning to individuals, trusts, retirement-plan participants, charities, and businesses, typically employing diversified mutual funds and ETFs within a Modern Portfolio Theory framework.

Grover Mc Carthy is a financial advisor at Stonemark Wealth Management in Pasadena, CA, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Equitable Advisors, Whittier Trust Company, and Amazon Prime Now. Stonemark Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm employs both fundamental and technical analysis, incorporating option strategies and selective use of leveraged ETFs to tailor portfolios according to client objectives and risk tolerance.

Nathan Chong is a financial advisor at AWM Capital, LLC with a Series 65 credential and one year of industry experience. He previously worked at Cooper McManus and attended St. Mary’s College. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm utilizes a liability-driven investing approach and offers financial planning, retirement advice, business consulting, and asset management through a diverse range of investment vehicles and affiliated private funds.

Manuel Aguilera is a financial advisor at Stonemark Wealth Management in Pasadena, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at HSBC, Deutsche Bank, and Pepperdine University. Stonemark Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm employs a combination of fundamental and technical analysis and utilizes strategies such as covered-call and put-writing options, tailoring portfolios to client objectives and risk tolerance.

Alexander Hagstrom is a CFA® charterholder and a financial advisor with eight years of industry experience. He has been with Strategy Asset Managers, LLC since 2018 and previously worked at Holly Street Wealth Advisors, LLC and Fundamental Capital Management LLC. Strategy Asset Managers, LLC manages approximately $741.5 million on a discretionary basis, providing investment management, financial planning, and retirement plan consulting to individuals, pooled investment vehicles, and institutional sponsors. The firm employs four primary equity strategies and utilizes a blend of individual equities, ETFs, mutual funds, fixed income, and alternatives, supported by fundamental research and third-party data.

Gregory Welborn is a financial advisor at First Financial Consulting in Pasadena, CA, with 29 years of industry experience. He holds a Series 63 designation and has been with First Financial Consulting since 1996. First Financial Consulting provides financial planning and investment consulting to individuals, families, trusts, estates, and closely held businesses. The firm delivers customizable services focused on retirement planning, tax and cash-flow analysis, education funding, estate planning, charitable giving, and business succession, operating primarily on a non-discretionary basis without taking custody of client assets.

Travis McShane is a CFP® and CFA® with 13 years of experience in the financial advisory industry. He has been with Eclectic Associates, Inc. since 2013. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving roughly 1,200 client relationships, including individuals, trusts, charities, retirement-plan participants, and businesses. The firm offers discretionary investment management and integrated financial planning, typically utilizing diversified mutual funds and ETFs based on Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

Feliks Zlochistyy is a CFP®, CFA®, and Series 66 credentialed advisor with 19 years of industry experience. He has been with First Wilshire Securities Management, Inc. since 2006. First Wilshire provides discretionary investment management to individuals, high-net-worth clients, pension and institutional accounts, and sponsors two affiliated private funds. The firm employs a value-oriented investment approach focused on small- and micro-cap U.S. and foreign equities, utilizing fundamental research and direct company contacts.

Michael Haney is a financial advisor at Arroyo Investment Group, LLC with 21 years of industry experience. He has been with Arroyo Investment Group since 2004. Haney is also a licensed solicitor at Capital Research & Consulting LLC, where he dedicates additional time to investment-related activities. Arroyo Investment Group is a fee-only investment management and financial planning firm managing approximately $319.5 million in assets. The firm serves individuals and institutional clients through a discretionary, model-driven approach that employs proprietary screening and primarily invests in no-load mutual funds.

Matthew Kim is an investment advisor representative at Allmerits Asset, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kayan Securities, Inc. and Vision Tree Consulting. Outside of his advisory role, he serves as President and CEO of Planwise College Consulting, where he provides financial aid consulting. Allmerits Asset, LLC offers discretionary portfolio management through third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension/profit-sharing plans. The firm employs tactical and strategic asset allocation and provides retirement plan consulting and standalone financial consulting.

David Little is a CFP® and CFA® with 29 years of industry experience. He has been with Eclectic Associates, Inc. since 2016. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving approximately 1,200 client relationships. The firm provides discretionary investment management, integrated financial planning, and occasional consulting, primarily to individuals, trusts, retirement-plan participants, charities, and businesses. Portfolios are typically constructed with diversified mutual funds and ETFs using Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

Sean Richardson is a financial advisor at AWM Capital, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Citizens Business Bank and Whittier Trust Company. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion for around 418 clients through a multi-team staff of 24 advisors. The firm employs an open-architecture platform with an emphasis on liability-driven investing and asset allocation, integrating financial planning, business consulting, and asset management services.

Francisco Sanchez is a CFP® and holds a Series 66 license, with four years of industry experience. He currently works at AWM Capital, LLC and previously held roles at Capital Group and Ameriprise Financial Services, Inc. Sanchez also served in the United States Army Reserve for eleven years. AWM Capital, LLC is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a liability-driven investing approach and offers financial planning, retirement advice, business consulting, and asset management through a diverse range of investment vehicles.