Amandeep Singh is a financial advisor at Equanimity Financial Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Pruco Securities LLC, the United States Census Bureau, and California State University Los Angeles. Outside of finance, he was involved with Punjab Indian Market and Cuisine from 2015 to 2021. Equanimity Financial Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers discretionary portfolio management and specialized planning services, constructing individualized portfolios using a range of securities and employing both fundamental and cyclical analysis.

Han Cho is a financial advisor with Positive Delta Asset Management LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Positive Delta since 2011. Outside of advisory work, he holds a California real estate broker license and has been involved with real estate brokerage activities. Positive Delta Asset Management provides separately managed account services to individual and institutional clients, offering a Global Alpha multi-asset ETF strategy and customized portfolio management. The firm manages client assets using quantitative models and maintains transparency through client-held custody arrangements.

Matthew Crisafulli is a CFP® with 11 years of industry experience, currently serving at Acap Asset Management, Inc. since 2014. He holds the Series 65 designation and works from Studio City, CA. Acap Asset Management, Inc. provides investment advisory services to individuals, trusts, and pension/profit-sharing plans, offering tailored portfolios that include a variety of securities and incorporate both fundamental and technical analysis. The firm integrates investment management with tax and retirement-plan consulting services, supported by its affiliation with a Certified Public Accountant.

Bin Hong is a financial advisor with Corrigit Capital Group in Pasadena, CA, holding a Series 65 designation and eight years of industry experience. Prior to joining Corrigit in 2018, he worked at KPMG from 2014 to 2017 and FengXian Quant from 2011 to 2018. Corrigit Capital Group provides discretionary investment management and 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 investment instruments, serving a small client base through a team of three advisors.

Patricia Alexander is a financial advisor with Mission Street Wealth Planning in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked with Mission Street Wealth Planning since 2003 and also serves as a professional fiduciary advisor at Private Trust Management Group, where she acts as a private trustee and estate administrator. Mission Street Wealth Planning provides financial planning and portfolio management services to individuals, families, small business owners, health care professionals, and various committees, emphasizing diversified, research-based investment strategies implemented on a non-discretionary basis.

Matthew Heller is a financial advisor at Willner & Heller LLC with 25 years of industry experience. He has been with the firm since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he leads a professional networking group, Highrise Networks, for which he receives compensation based on membership activity. Willner & Heller LLC provides discretionary asset management and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $164 million across about 150 client relationships, emphasizing individualized portfolio construction, continuous supervision, and a range of investment strategies including the use of margin loans under specific circumstances.

Harold Davidson is the principal of Harold Davidson & Associates, Inc. in Los Angeles, CA, with 28 years of industry experience. He has worked at Harold Davidson & Associates since 1973. Harold Davidson & Associates, Inc. manages approximately $358 million in discretionary assets for individuals, trusts, retirement plans, and other entities. The firm offers portfolio management, financial planning, and retirement plan consulting using fundamental analysis and a combination of long- and short-term strategies across various asset classes, including public securities and private real estate investments.

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 joined Mana Financial Life Design in 2023 after seven years at Foothills Financial Planning, Inc. Mana Financial Life Design serves individual and high-net-worth clients as well as employer plan sponsors, providing financial life planning, discretionary investment management, employee benefit plan advisory, estate planning support, and project consulting. The firm employs a long-term investment approach focused on liquid, low-cost ETFs and mutual funds, combined with active tax management and selective use of more active strategies consistent with client objectives.

Irene Hecht is a Series 65-licensed financial advisor at Snow Financial Management, LLC with 11 years of industry experience. She has been with Snow Financial Management since 2016. Snow Financial Management provides discretionary investment management and financial advice to individuals, high net worth clients, trusts, retirement accounts, charitable organizations, and businesses. The firm constructs portfolios tailored to client objectives and uses a range of securities and strategies, including derivatives and options, with a focus on personalized account oversight.

Robert Gipson is a CFA® charterholder with 13 years of industry experience. He is a managing shareholder and board member of Gipson Hoffman & Pancione, a law firm he founded, and has served as a director of Wolfgang Puck Worldwide, Inc. since 2007. Gipson also holds executive roles in business consulting and bookkeeping firms. He is a principal at Alpha Analytics Investment Group LLC, which provides advisory and portfolio management services primarily to individual and high-net-worth clients, trustees, and corporate plans. The firm employs a globally diversified, asset-allocation driven approach emphasizing low-cost institutional funds and customized portfolio construction based on each client’s goals and risk tolerance.

Yuan Tang is a financial advisor at Corrigit Capital Group with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade Investment Management, TD Ameritrade, Scottrade, and Morgan Stanley. Corrigit Capital Group provides discretionary investment management and advisory services to high-net-worth individuals, charitable organizations, and businesses. The firm manages approximately $21.5 million in assets through a three-advisor team, utilizing fundamental and technical analysis across a range of investment instruments including equities, ETFs, mutual funds, fixed income, options, and structured notes.

Stephen Scherer is a financial advisor with Private Financial Counseling in Los Angeles, CA, holding 29 years of industry experience. He has been associated with PFC Capital Group, Inc. since 1981. In addition to his advisory role, Scherer is a partner and president of Scherer & Bradford, a law firm where he practices law part-time. Private Financial Counseling provides wealth management and investment advisory services to individuals, families, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a multi-year economic cycle framework and focuses on customized portfolios that include equities, fixed income, mutual funds, ETFs, and alternatives, with investment decisions supported by in-house research and external resources.

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.

Vick Khoboyan is a financial advisor at Harold Davidson & Associates, Inc. He holds Series 65 and Series 66 licenses and has six years of industry experience. Prior to joining Harold Davidson & Associates, he worked at F/M Investment LLC, Gries Financial Partners, Oakhurst Capital Management, First Western Capital Management, and Merrill. Harold Davidson & Associates provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and businesses. The firm manages approximately $390.5 million across about 237 client relationships and offers individualized advisory services including fundamental analysis, cash management, and employer retirement plan consulting.

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.

Leonid Medved is a financial advisor with Valley Financial Management, Inc., holding a Series 66 designation and 15 years of industry experience. He previously worked at Bank Leumi USA and Leumi Investment Services Inc. from 2011 to 2022. Medved serves on the investment committee of the Gideon Hausner Jewish Day School, assisting with the oversight of the school's endowment investments. Valley Financial Management operates as Valley Digital Investor, providing discretionary portfolio management and automated ETF portfolio implementation through an online platform for individual and high-net-worth clients who fund accounts via Valley National Bank. The firm applies a systematic approach using client profile data to generate and manage target portfolios ranging from conservative to aggressive strategies.

Eric Hatfield is a financial advisor with Hatfield Insurance & Financial Services, Inc. in Burbank, CA, holding the ChFC® designation and Series 66 license, with 23 years of industry experience. He has led his firm since 2014. Outside of his advisory role, he serves as a board member of the Santa Monica/Palisades Masonic Lodge #307 and as board member and chair of the Grand Lodge of California Freemasons Investment Committee. Hatfield Insurance & Financial Services provides investment advisory and planning services to individuals, trusts, and employer retirement plans. The firm primarily offers model allocation portfolios composed of mutual funds, conducts quarterly reviews, and may engage independent money managers, typically operating on a non-discretionary basis while also providing insurance products through its licensed representatives.

Nathaniel Cohen is a financial advisor at Marest Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Marest Capital, he was a student or unemployed for ten years. Marest Capital, LLC advises individual and high-net-worth clients through discretionary portfolio management and referrals to third-party money managers. The firm manages approximately $240 million for 67 clients, employing a combination of asset-allocation, fundamental, qualitative, cyclical, and sector analysis to tailor investment strategies to client objectives and risk tolerance.