Samantha Powell is a financial advisor at New River Investments in Los Angeles, CA, holding a Series 65 designation with eight years of industry experience. She has been with New River Investments since 2014. New River Investments provides discretionary portfolio management to individuals, high-net-worth clients, and certain business entities through separately managed accounts and by advising a related private fund. The firm utilizes a combination of charting, fundamental, technical, cyclical, and statistical analysis and employs a range of trading strategies, including the use of derivatives.

Charles Lee is a financial advisor at The Sterling Group in Pasadena, CA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Odyssey Wealth Design and LPL Financial. The Sterling Group is a team-based advisory firm serving individuals, trusts, estates, retirement plans, and business entities with discretionary asset management and financial planning. The firm emphasizes customized asset allocation, diversification, and periodic rebalancing, and may engage third-party portfolio managers while maintaining oversight and direct client contact.

Janet Gerlings is a CFP® professional with nine years of industry experience. She currently works at Mana Financial Life Design and previously spent seven years at Foothills Financial Planning, Inc. There are no notable outside activities reported. Mana Financial Life Design serves individual and high-net-worth clients as well as employer plan sponsors, offering financial life planning, discretionary investment management, employee benefit plan advisory, estate planning support, and project consulting. The firm employs a long-term investment approach combining liquid, low-cost ETFs and mutual funds with active tax management, and also offers client education through seminars, workshops, and a bi-weekly newsletter.

Yeewa Chu is a financial advisor with Eagle Investors LLC, holding a Series 65 designation and no prior industry experience. Her work history includes roles at Discovery Behavioral Health and RnO Billing and Consulting. She is also involved in an S corporation, Turning Points Entities, which provides data analytics services. Eagle Investors serves individual clients through a fee-based subscription platform and one-time online advising sessions, offering both impersonal trade recommendations and personalized, non-discretionary financial advice. The firm focuses on active trading education and short-term strategies, delivering real-time trade alerts and technical analysis via a Discord platform that incorporates AI-generated analysis.

Zully Ruiz is a financial advisor with BlackLines Financial in Los Angeles, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining BlackLines Financial in 2025, she worked at Northwestern Mutual in various capacities from 2022 to 2025. Before entering the financial industry, she spent nine years in the hospitality sector. BlackLines Financial serves individual and high-net-worth clients as well as business entities, providing discretionary portfolio management, retirement and pension plan services, and financial planning through its WealthBuilder and Mastery programs. The firm employs client-specific investment policy statements and long-term trading strategies, and it offers advisory-based insurance products alongside other financial services.

Yuan Tang is a financial advisor at Corrigit Capital Group with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab, TD Ameritrade, Scottrade, and Morgan Stanley. Corrigit Capital Group provides discretionary investment management and related advisory services to high-net-worth individuals, charitable organizations, and businesses. The firm manages portfolios using fundamental and technical analysis, cyclical monitoring, and a variety of instruments including individual equities, ETFs, mutual funds, and fixed income.

Kavi Virk is a financial advisor with Veda Financial Investment Advisory in Los Angeles, holding Series 66, Series 63, and Series 65 licenses and bringing 10 years of industry experience. His work history includes roles with Eagle Strategies (NY Life), NYLife Securities LLC, and New York Life Insurance Co. He volunteers as Vice-President and Board Member of the Georgetown University Alumni Association’s Los Angeles Chapter. Veda Financial provides discretionary, value-oriented portfolio management and financial planning to individuals, trusts, corporations, retirement plans, and charitable organizations. The firm employs a bottom-up, fundamental value-investing approach with customized portfolios focused on equity and balanced strategies tailored to clients’ time horizons and liquidity needs.

Kenneth Cagnolatti is a CFP® with four years of industry experience, currently serving as an advisor at Anchor & Oak Wealth Advisors, LLC. Prior to joining Anchor & Oak, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Anchor & Oak Wealth Advisors, LLC provides discretionary portfolio management to individual clients along with advisory and pension consulting services for employee benefit plans. The firm uses a combination of model portfolios and third-party money managers to implement client strategies, applying methods such as modern portfolio theory and fundamental and technical analysis.

Christopher Haydel is a financial advisor at Equanimity Financial Partners with 34 years of industry experience. He holds a Series 63 designation and has worked at Arete Wealth Management LLC and co-founded Haydel, Biel & Associates, where he serves as president and managing principal. He is also a manager of Zoic Management Investors, an investment-related business. Equanimity Financial Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and business clients. The firm constructs individualized portfolios using a range of securities and employs fundamental and cyclical analysis in its investment process.

Yinyi Chen is a financial advisor with Castle Group Investment Counsel, Inc. in Arcadia, CA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. Chen has worked with Castle Group since 2002 and has also been affiliated with Fortune Securities, Inc. since 1995. Outside of advisory work, Chen serves as a real estate agent at Golden Orange Realty Inc. Castle Group Investment Counsel provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs investment strategies that incorporate fundamental and technical analysis, along with a cyclical approach, tailoring portfolios based on client interviews and risk assessments.

Joshua Colton is a CFP® professional with six years of experience, currently serving at Colton Wealth Management in Arcadia, CA. He has previously worked at Lucas, Horsfall, Murphy & Pindroh, LLP and has been involved with Colton Wealth Management since 2017. Outside of his advisory role, he teaches Financial Planning as an adjunct online instructor at Brigham Young University - Idaho and serves as secretary and founding board member of the Wealth Management Professional Association, a 501(c)(3) charity supporting students preparing for licensing exams. Colton Wealth Management provides personalized financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm follows a long-term buy-and-hold investment approach focused on asset allocation, using institutional-class mutual funds, ETFs, fixed-income securities, and certificates of deposit, and offers integrated tax services alongside comprehensive financial planning.

Sean Richardson is a financial advisor with Allstreet Capital LLC in Los Angeles, CA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Allstreet Capital since 2016. Outside of his advisory role, he serves as a FINRA arbitrator. Allstreet Capital provides discretionary investment management primarily for individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, focusing on comprehensive wrap-fee portfolio management with an emphasis on asset allocation, fundamental and technical analysis, and various trading strategies tailored to client objectives.

Out of college, I spent a handful of years teaching high school - in New Orleans for 3 years and Spain for 1. When I left the classroom, it was important to maintain the educator's mindset in my next chapter which landed me in the financial advising space. 8 years and 2 firms later, I found my home at Upbeat Wealth where I've been fortunate enough to partner with Mike Turi. We share a strong commitment to a client-centered and in-depth planning process. And we simply love the work we get to do! While the milestones may not be unique, how you approach them will be. You’re advancing through your career, facing a liquidity event, trying to make sense of where all the dollars are going, growing your family, and upsizing your home (along with trying to find the most enjoyment in your day-to-day). A trusted partner can ensure you’re balancing today’s realities with your dreams of tomorrow. Our process integrates money and life so we have better financial conversations. Real conversations. Because life isn’t all about dollars and cents. By uncovering your values and providing education, we can help you create a decision-making framework that ensures your resources are spent purposefully through life’s most beautiful and humbling transitions.

Donald Servan is a CFA® charterholder and holds a Series 63 license with over a decade of industry experience. He previously worked at Fiduciary Trust International of California for 12 years before joining Skylar Wealth Management, LLC, an independent advisory firm based in Pasadena, CA. Skylar Wealth Management serves individuals, trusts, pension plans, and business entities by offering asset management, wealth advisory, family office services, financial planning, and bookkeeping and bill-pay services. The firm employs an investment approach that integrates modern portfolio theory with fundamental, technical, quantitative, and qualitative analysis, utilizing a variety of instruments and third-party sub-advisers.

Greg Garabedian is the principal advisor at Garabedian Wealth Management Group in Pasadena, CA, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial, LLC since 2002. His other business activities include selling fixed insurance products and life, health, disability, long-term care insurance, and fixed annuities. Garabedian Wealth Management Group serves individuals, trusts, pension plans, and business clients, providing comprehensive portfolio management, financial planning, and specialist consulting services. The firm manages client assets on a discretionary basis using quantitative models and offers a range of model portfolios primarily constructed with individual equities, including derivatives and options strategies, within separately managed accounts.

Yun Chen is a financial advisor at Logic Wealth Management, LLC with six years of industry experience. Chen holds a Series 65 designation and has worked at Logic Wealth Management since 2018, with additional experience at C.R. Laurence Co., Inc. and Mavlon Tech, Inc. Chen has also been affiliated with Pasadena City College for over two decades. Logic Wealth Management is a team-based registered investment adviser managing approximately $164.7 million for around 215 clients, including individuals, trusts, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios and offers a range of services including discretionary portfolio management and financial planning.

Braden Griffiths is a Series 65 licensed advisor at AWM Capital, LLC with one year of industry experience. Prior to joining AWM Capital, he was involved with Paradigm TX-OK, LLC and has experience at Baker University. Outside of his advisory role, he is associated with Run DFW, LLC, a professional basketball team. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families. The firm manages approximately $1.15 billion across 418 clients, offering financial planning, retirement advice, business consulting, and asset management through an open-architecture platform with a focus on liability-driven investing and asset allocation.

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.

Christian Johnson is a financial advisor with California Financial Partners, Inc. based in Glendale, CA. He holds the CFP® designation and Series 66 license, and has 14 years of industry experience. Johnson has been affiliated with both LPL Financial and California Financial Partners since 2011. He is also involved in CASL Financial, Inc., a non-investment related business. California Financial Partners provides financial planning and consulting services to individuals, business entities, and retirement plans, focusing on comprehensive financial areas including cash flow, retirement, tax, insurance, and estate planning. The firm does not manage client assets or provide discretionary portfolio management and employs a structured planning process utilizing fundamental analysis and public research sources.

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.