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.

Howard Lu is a CFP®, CFA®, and Series 66 licensed advisor with 20 years of experience. He has been with First Wilshire Securities Management, Inc. since 2004. Mr. Lu is an owner and officer of Lake Street Management, LLC and Mount Wilson Management, LLC, which serve as general partners to affiliated private funds, maintaining a controlling ownership interest in these entities. First Wilshire Securities Management provides discretionary investment management to individuals, high-net-worth clients, pension and institutional accounts, and sponsors 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 engagement.

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.

John Griesinger is a financial advisor at First Financial Consulting in Pasadena, CA, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with First Financial Consulting since 2009. First Financial Consulting provides financial planning and investment consulting services to individuals, families, trusts, estates, and closely held businesses. The firm delivers customizable, project-based or ongoing services and focuses on non-discretionary advising, assisting clients with implementation and monitoring while clients retain custody of their assets.

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.

James Patrick is a financial advisor at Robert L. Bender, Inc. dba Robert Bender & Associates in Pasadena, CA. He holds a Series 66 designation and has been with the firm since 2013. Prior to joining the firm, he has no reported industry experience. Robert Bender & Associates provides asset and portfolio management to individual investors, high-net-worth clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs a combination of fundamental and technical analysis and offers discretionary account management with regular reviews and rebalancing.

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.

Alexandra Mc Carthy is a financial advisor at Stonemark Wealth Management with a Series 65 designation and two years of industry experience. She previously worked at Whittier Trust Company and has held various positions across different industries, including retail and education. Stonemark Wealth Management is a team-based investment adviser serving individuals, trusts, and retirement plans. The firm uses customized model portfolios and a combination of fundamental and technical analysis, offering discretionary portfolio management and consulting services.

Robert Cardenas is a financial advisor at LifeSteps Financial in Claremont, CA, holding a Series 65 designation. He has 24 years of prior experience with Wells Fargo before joining LifeSteps Financial in 2024. LifeSteps Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm uses Modern Portfolio Theory with a tactical asset allocation overlay and emphasizes ETFs for portfolio implementation, offering features such as an in-house bill-pay service and access to third-party managed accounts.

Kyle Hurt is a CFP® with seven years of industry experience, currently serving as an advisor at Foundry Financial LLC. His prior experience includes roles at EP Wealth Advisors, LPL Financial, and several other firms. Foundry Financial provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and charitable organizations. The firm manages approximately $232.6 million in discretionary assets and employs diversified, risk-based portfolios combining multiple investment approaches under discretionary trading authority.

Gil Pocker is a financial advisor at Scout Wealth Advisors LLC with a Series 65 designation. He has experience working at Scout Financial and GE Matrix. Scout Wealth Advisors serves individuals, trusts, retirement plans, and business clients by providing asset management, financial planning, and retirement plan consulting. The firm employs a tailored, fiduciary approach with long-term positioning and continuous portfolio monitoring, using ETFs, equities, and mutual funds.

Jessica Lu Buetow is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Quantum Financial Advisors, LLC since 2025. Prior to joining Quantum, she worked at Abacus Wealth Partners from 2012 to 2024. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process favoring mutual funds, ETFs, and separately managed accounts, with strategies that include both Total Market and Sustainable approaches using institutional-class funds and active transparent ETFs.

Madeline Odell is a CFP® and Series 63–licensed advisor with five years of industry experience. She has worked at Arroyo Investment Group, LLC since 2025 and has been with Capital Research & Consulting LLC since 2018. Prior to her advisory career, she spent 11 years with the La Canada School District. Arroyo Investment Group is a fee-only investment management and financial planning firm managing approximately $319.5 million in client assets. The firm serves individuals and institutional clients using a discretionary, model-driven approach with proprietary screening to maintain 15 model portfolios primarily composed of no-load mutual funds.

John Heitkemper is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Gould Asset Management LLC. His prior roles include positions at R Squared BM LLC (d/b/a Ducenta Squared Asset Management) and Tortoise Credit Strategies, LLC. Gould Asset Management provides discretionary investment management to individuals, retirement plans, trusts, foundations, and institutional clients. The firm’s approach emphasizes long-term, risk-aware diversification, cost control, and tax sensitivity, utilizing a range of public-market strategies alongside access to certain private investments for qualified clients.

Susan Jen is a financial advisor at Globalink Wealth Management, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TransGlobal Advisory LLC for seven years. Globalink Wealth Management offers hourly and fixed-fee financial planning along with discretionary and non-discretionary portfolio management for individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach incorporates charting, cyclical, fundamental, and technical analysis, with strategies ranging from long-term holdings to active trading and option writing, generally favoring mutual funds unless clients request otherwise.

Virginia Havens is a financial advisor at Ministry Partners Securities, LLC with 19 years of industry experience. She holds the Series 66 designation and has been with the firm since 2012. Ministry Partners Securities, LLC serves individuals, trusts, estates, churches, and faith-based organizations, offering financial planning and consulting with an explicitly Christian approach to stewardship. The firm incorporates clients’ religious or ethical values into investment recommendations and primarily refers clients to third-party asset managers while providing ongoing advice and planning services.

Christopher Siraganian is a Certified Financial Planner (CFP®) with 10 years of experience in the financial advisory industry. He has been with First Financial Consulting since 2016. First Financial Consulting provides financial planning and investment consulting services to individuals, families, trusts, estates, and closely held businesses. The firm offers customizable project-based or ongoing services and focuses on non-discretionary advice, with clients retaining custody of their assets and directing implementation.

Larry Gunstream is a financial advisor at Osaic Wealth, Inc. with 44 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at FSC Securities Corporation for 32 years. In addition to his advisory role, he operates a sole proprietorship as an insurance agent and provides portfolio review and technical analysis services through Southland Equity Partners LLC. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments, asset-allocation planning, and portfolio optimization, offering a wide range of investment products and access to multiple custodial platforms.

Craig Colbath is a financial advisor at Pasadena Private Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GT Securities, Inc., Singpoli Private Wealth Corporation, and related Singpoli entities prior to his current roles. Outside of his advisory work, he serves on the board of the Pasadena Symphony & Pops and is involved as an investor in a sailing charter business as well as a catering and restaurant enterprise. Pasadena Private Wealth is a multi-team registered investment adviser managing approximately $1.61 billion in assets as of December 31, 2025. The firm serves individuals, high-net-worth families, trusts, pension plans, and corporate clients through discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, employing fundamental analysis and a long-term investment approach across various asset classes.

Rex Chan is a financial advisor at Logic Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at LanguageLine Solutions and Sophis Real Estate Inc. In addition to his advisory role, he holds licenses as a Life Accident and Health Agent and Property and Casualty Broker in California. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other business entities. The firm provides discretionary portfolio management, participant account management, and financial planning, tailoring investment strategies through fundamental, technical, and cyclical analysis with regular portfolio reviews and rebalancing.