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.

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 with three years of industry experience. He holds a Series 65 designation and previously worked at HSBC, Deutsche Bank, and Pepperdine University. Stonemark Wealth Management is a team-based registered investment adviser serving individuals, trusts, and retirement plans. The firm manages approximately $610 million using customized model portfolios that combine fundamental and technical analysis, and employs strategies including options and selective use of leveraged ETFs.

Alexander Hagstrom is a CFA® charterholder affiliated with Strategy Asset Managers L.L.C. He has nine years of industry experience, working at his current firm since 2018. His prior experience includes roles at Holly Street Wealth Advisors, LLC and Fundamental Capital Management LLC. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm’s investment approach combines fundamental equity selection with quantitative strategies and uses a range of investment vehicles, including ETFs, mutual funds, fixed income, alternative investments, and third-party managers.

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.

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.

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.

Xinyi Wang is a CFA® charterholder with 12 years of industry experience. She has worked at Griffinest Asia Asset Management, LLC since 2021 and Griffinest Asia Securities, LLC since 2013. Wang serves as a research principal at Griffinest Asia Securities. Griffinest Asia Asset Management provides discretionary portfolio management, investment advisory services, and financial planning primarily for high-net-worth and qualified clients, as well as corporate and institutional accounts. The firm customizes portfolios based on client risk tolerance and objectives, managing accounts generally on a discretionary basis through a team of six advisors.

William Hamelin is a financial advisor at Strategy Asset Managers L.L.C. in Pasadena, CA, holding a Series 65 designation with four years of industry experience. He has worked with Strategy Asset Managers since 2021 and also serves as a part-time management consultant for The Adept Group, Inc., providing onboarding support to new team members. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients with portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental equity selection, dividend-oriented and growth strategies, and quantitative methods, managing accounts on a discretionary basis and offering family office services for ultra-high-net-worth families.

David Rosenberg is a financial advisor with Nadler Financial Group, Inc. in Los Angeles, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Nadler Financial Group and Ausdal Financial Partners since 2012. Outside of his advisory role, Rosenberg serves as president of a political action committee and acts as an assistant football coach at a high school. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients through a team of 15 advisors. The firm provides discretionary investment management and financial planning services using diversified mutual funds and ETFs, tactical asset allocation, and specialized strategies such as direct indexing, serving individuals, charitable organizations, and retirement plans.

Collin Saydah is a Financial Services Advisor (FSA) with Merrill Lynch Wealth Management. He focuses on connecting clients to the people, plans, and processes that align with their individual ambitions and financial goals. Collin works with clients to address objectives such as funding education, preparing for retirement and potential health care expenses, and developing personalized long-term financial strategies. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Washington. Collin’s approach emphasizes understanding clients’ personal perspectives and priorities to create clear and transparent financial plans aimed at helping them manage their wealth effectively.

Giovanni Cuarez is a financial advisor at Tactive Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Strategy Marketplace, LLC and ABI Business Insurance Services. Outside of advisory work, he operates a tax preparation service for individuals and small business owners and is also involved as a mortgage loan originator and insurance broker. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, offering portfolio management through a robo-advisor platform and an Advisor Advice service. The firm uses a Black-Litterman framework for tactical asset allocation and is notable for its role in serving other advisors through TAMP and sub-advisory relationships alongside its retail offerings.

Wan Lin Liao is a financial advisor at Griffinest Asia Asset Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Griffinest Asia Management, LLC since 2019 and Griffinest Asia Securities since 2012. Griffinest Asia Asset Management serves high-net-worth and qualified individual investors, as well as corporations and institutional clients, providing discretionary portfolio management, investment advisory, and personal financial planning services. The firm customizes portfolios based on clients’ risk tolerances and objectives and manages approximately $10.27 million in assets across nine accounts.

Mark Delgadillo is a financial advisor with SFE Investment Counsel Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining SFE Investment Counsel in 2020, he worked at D.A. Davidson & Co. for seven years. SFE Investment Counsel serves a range of clients including individuals, families, trusts, charitable organizations, and institutional investors, offering customized investment supervisory services. The firm’s approach focuses on asset allocation, long-term holding strategies, and concentrated equity portfolios supported by fundamental, technical, and cyclical analysis combined with fixed-income laddering.

Geert Criel is a financial advisor at Pasadena Private Wealth, LLC with four years of industry experience. Prior to joining the firm, he worked for the Belgian Ministry of Foreign Affairs for 32 years. Outside of his advisory role, he serves as a director of a nonprofit organization dedicated to promoting and co-financing European movies in Los Angeles. Pasadena Private Wealth is a multi-team registered investment adviser offering asset management, financial planning, and retirement plan consulting services to individuals, high-net-worth families, trusts, pension plans, and corporate clients. The firm employs fundamental analysis and a long-term investment approach, with portfolios tailored using ETFs, mutual funds, equities, fixed income, and digital assets.

Chingpao Chang is a financial advisor at East West Wealth Advisors LLC in Pasadena, CA, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining East West Wealth Advisors in 2026, he worked at Cetera Investment Services and Cetera, Citigroup Global Markets, Bank of America, Merrill, JPMorgan Chase Bank, and J.P. Morgan Securities. East West Wealth Advisors provides discretionary separately managed account services for high-net-worth individuals, trusts, institutional investors, and other entities. The firm uses a goals-based, multi-asset investment approach overseen by an Investment Policy Committee and offers portfolio management through wrap-fee programs and custodial relationships.