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.

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.

Gaetano Scalzo is a financial advisor at Claremont Financial Group, Inc., holding a Series 66 credential with five years of industry experience. His background includes roles at Capital Investment Group Inc. and multiple positions related to financial services and other industries. Claremont Financial Group provides personal financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, focusing on professionals, pre-retirees, and retirees. The firm uses third-party asset allocation platforms and independent managers while maintaining oversight of model selection and portfolio management under fiduciary standards.

Joseph Richard is a financial advisor at Anchor Financial Group with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NPB Financial Group, LLC. In addition to his advisory role, he is licensed as a California Life agent and engages in life and health insurance sales. Anchor Financial Group is a state-registered advisory firm offering personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses. The firm employs strategies based on fundamental analysis and broad diversification, blending passive and active investments with various alternative asset classes.

Mark Turner is the sole advisor at WMS Financial Services in Anaheim Hills, CA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Wealth Management Strategies Financial Services since 2018 and previously at Global Investment Solutions, LLC. In addition to advisory services, Turner is the owner of an insurance sales business, operating since 2000. WMS Financial Services provides discretionary asset management and portfolio management for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and cyclical analyses to tailor strategies to client objectives, managing accounts on a discretionary basis and offering educational seminars at no charge.

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.

Witt Mcdee is a financial advisor with Integrity Investment Portfolios LLC, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. His career includes roles at Integrity Brokerage Services, Inc. and E-W Investments, Inc., as well as operating a tax and business service firm. Integrity Investment Portfolios serves individual clients, families, trusts, and retirement accounts, applying a rigorous investment approach that incorporates multiple analytical methods and a long-term trading strategy across a range of securities.

Rick Emmett is a financial advisor at InvestLinc Wealth Services with seven years of industry experience. He holds a Series 65 credential and has been associated with InvestLinc entities since 1979 in various capacities. Outside of his advisory role, Mr. Emmett manages projects and provides consulting services through MFO Resource, Inc., a management consulting and administration company. InvestLinc Wealth Services provides wealth management and portfolio management to high-net-worth individuals, families, trusts, foundations, and closely held businesses. The firm offers customized investment implementation and a range of financial planning services, employing a mix of fundamental, technical, and quantitative analysis across traditional and alternative asset classes.

David Piller is a CFA® charterholder with 27 years of industry experience. He is currently with Aegis Asset Management, Inc. in Anaheim, CA, where he has worked since 1997, including time at Western Research and Management, L.L.C. outside of Aegis. Outside of his advisory role, he is part owner and shares landlord responsibilities for a rental condominium property in El Segundo, California. Aegis Asset Management provides discretionary investment management to individuals, pension and profit-sharing plans, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes and offers investment programs tailored to client-specific factors and managed primarily on a discretionary basis.

Jorden Bastien is a financial advisor at LifeSteps Financial with 14 years of industry experience. He holds a Series 65 designation and has been with LifeSteps Financial, formerly Foothill Financial Advisors, since 2012. LifeSteps Financial is a team-based registered investment adviser with seven advisors managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, offering investment advisory and financial planning services alongside bill payment and reconciliation and a short-term cash management program for high-net-worth clients.

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.

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 Series 65 licensed advisor with LifeSteps Financial, bringing 11 years of industry experience. He has worked with LifeSteps Financial since 2015, including its predecessor firm Foothill Financial Advisors, Inc. LifeSteps Financial is a team-based registered investment adviser managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, offering a blend of investment advisory, financial planning, and specialized services such as bill payment and short-term cash management programs.

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. Coleman has been with Pasadena Private Wealth since 2021. Pasadena Private Wealth is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, and corporate clients. The firm employs fundamental analysis and a long-term investment approach, offering asset management, financial planning, retirement plan consulting, and due diligence on third-party managers, with approximately $1.61 billion in regulatory assets under management.

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 with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors and Whittier Trust Company. Stonemark Wealth Management is a team-based registered investment adviser serving individuals, trusts, and retirement plans. The firm employs customized model portfolios that combine fundamental and technical analysis, utilizing option strategies and selective ETFs to tailor asset allocation according to client objectives.