Ella Campbell is a financial advisor at AWM Capital, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Dimensional Fund Advisors, LBA Realty, and Ernst & Young. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management and comprehensive financial planning services. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios that may include mutual funds, ETFs, individual securities, separate account managers, and private placements.

Ying Tang is an investment adviser representative at Globalink Wealth Management, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with various Globalink entities since 2012. Outside of advisory services, she is also a fixed insurance product agent and accounting manager at Globalink Insurance Services. Globalink Wealth Management, LLC provides tailored advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diverse investment approach including charting, cyclical, fundamental, and technical analysis, and offers both discretionary and non-discretionary portfolio management.

Brandon Averill is a CFP® with 15 years of industry experience, currently serving as an advisor at AWM Capital, LLC. His prior roles include positions at Penniall & Associates, Inc. and ownership of Athlete CEO Consulting, a marketing and business consulting firm. He is also involved in venture capital investing through AWM Ventures LLC and Averill Ventures LLC. AWM Capital is a multi-team registered investment adviser managing approximately $1.15 billion for high- and ultra-high-net-worth individuals and families. The firm emphasizes liability-driven investing and asset allocation, offering financial planning, retirement advice, business consulting, and asset management through a range of investment vehicles and affiliated private funds.

Michael Liao is a financial advisor at Globalink Wealth Management, LLC with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Globalink Securities, Inc. since 2004. He also serves as an independent consultant for Investlink America, providing management and marketing consultancy services. 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 businesses. The firm employs a variety of investment strategies, including long-term holdings, active trading, and option writing, and provides access to both in-house and third-party managers.

Michael Milam is a financial advisor at California Financial Partners, Inc. with 25 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2001 and Milam, Knecht & Co., LLP since 1994. Outside of advisory services, he is involved in marketing consulting management through Milam and Knecht Management Services, Inc. California Financial Partners provides financial planning and consulting services to individuals, business entities, and pension and profit-sharing plans. The firm follows a structured planning process and uses fundamental analysis and public research when evaluating investments, but does not manage client assets or engage in discretionary portfolio management.

Sharon Novell is a financial advisor with Guardian Financial Partners, LLC in Arcadia, CA, holding 2 years of experience at the firm and 20 years overall in the industry. She previously founded and operated Novell Investment Management Company, Inc. for 18 years prior to joining Guardian Financial Partners. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes a fiduciary, client-focused approach using proprietary asset-allocation models and combines fundamental and technical analysis alongside third-party manager due diligence.

Phillip Wildes is a financial advisor at Arroyo Investment Group, LLC with three years of industry experience. He holds a Series 63 designation and has worked at several firms, including Purshe Kaplan Sterling Investments and 49 Wealth Management. Outside of his advisory role, he is also engaged in the sales of fixed/traditional insurance products. 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 and primarily no-load mutual funds.

Luis Salas Ruiz is a financial advisor at First Financial Consulting in Pasadena, CA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America and Merrill. He has experience working with nonprofit and educational organizations, including the Calvert House Catholic Center and the Hispanic Scholarship Fund. First Financial Consulting provides financial planning and investment consulting to individuals, families, trusts, estates, and closely held businesses, focusing on non-discretionary services with client-directed implementation and regular portfolio monitoring.

Robert Gillard is a CFP® professional with 27 years of experience in the financial services industry. He has worked at California Financial Partners, Inc. since 2014 and has been affiliated with LPL Financial, LLC since 2013. In addition to his advisory work, he is a notary public. California Financial Partners, Inc. provides financial planning and consulting services to individuals, business entities, and plans such as trusts, estates, 401(k)s, and IRAs. The firm follows a structured planning process and uses fundamental analysis and public research in its investment evaluations, focusing on advisory services without managing client assets or providing discretionary portfolio management.

Daniel Lemus is a financial advisor at AWM Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining AWM Capital, he worked at New York Life and was a student at Baylor University. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds by providing fee-based investment management and comprehensive financial planning, including tax, estate, and insurance analysis. The firm uses an open-architecture platform and liability-driven investing framework to create customized portfolios incorporating mutual funds, ETFs, individual securities, and private placements.

Jeffrey Petersen is a CFP® with nine years at WESCAP Group and five years of industry experience. His prior roles include positions with the City of San Jose and San Jose University. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines strategic and tactical asset allocation with global diversification and a value-oriented investment approach, employing a mix of mutual funds, ETFs, and, for some clients, hedging and options-based strategies through third-party sub-advisers.

William Caton is a CFP® and CFA® with 23 years of industry experience, currently serving at First Wilshire Securities Management, Inc. since 1998. He is a co-manager of Moose Mountain, LLC, a family-owned business that leases land and equipment for maple syrup production. 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 approach focused on small- and micro-cap equities, using fundamental research and direct company engagement.

Leighton Helfrick is a financial advisor at AWM Capital, LLC with a Series 65 credential and one year of experience. Prior to joining AWM Capital, he worked at Matthews Commercial Real Estate and has held roles affiliated with UC Davis and Cal State San Marcos, including involvement with the UC Davis Baseball Camp. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management and comprehensive financial planning services such as tax, estate, and insurance planning. The firm employs a liability-driven investing framework and an open-architecture platform to create customized portfolios using a variety of investment vehicles, including mutual funds, ETFs, separate account managers, and private placements.

Justin Dyer is a CFP® and CFA® with 15 years of experience in financial advising. He is currently with AWM Capital, LLC, where he has worked since 2019, and he also owns AWM Ventures LLC, a separate venture capital investing business. His prior experience includes roles at Bridge Advisory LLC, Waypoint Wealth Partners, and LPL Financial. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, offering fee-based investment management and comprehensive financial planning. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios, and it sponsors private funds through its AWM Ventures affiliate.

Hsinyeh Hsieh is a financial advisor at Globalink Wealth Management, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Globalink Securities, Reign Universal Financial & Insurance Agency, and Transpacific Financial. Outside of her advisory role, she serves as CEO of Reign Universal Financial & Insurance Agency and is a fixed insurance agent at Transpacific Financial. Globalink Wealth Management provides hourly and fixed-fee financial planning along with discretionary and non-discretionary portfolio management for a diverse client base, including individuals, trusts, estates, charitable organizations, and businesses. The firm utilizes multiple investment analyses and strategies and offers both in-house and third-party management options.

Chris Varjabedian is a financial advisor at Lake Avenue Financial LLC with one year of industry experience. He is also the President and CEO of VAR Accounting Group, an accounting firm based in Woodland Hills, CA, where he has held a leadership role since 2018. Prior to joining Lake Avenue Financial, Varjabedian worked at Pomerantz, Kavinoky & Co. and Hcvt. Lake Avenue Financial provides financial planning, discretionary portfolio management, and referrals to third-party advisers for individuals, trusts, estates, charitable organizations, and brokerage customers. The firm offers a subscription education and coaching product called Lake Avenue Academy and works with broker-dealer and financial institution clients, utilizing a multi-method research approach and a range of investment strategies, including traditional discretionary management and a web-based automated rebalancing program.

Jeffrey Eisfelder is a CFP® professional with 22 years of industry experience, currently serving at SFE Investment Counsel Inc. He previously spent ten years at First Foundation Advisors. Outside of his advisory role, he is the sole licensee owner of GBG Southeast, a youth travel baseball organization in the Southeast. SFE Investment Counsel serves a diverse client base including individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm focuses on asset allocation and a total-return approach with concentrated equity portfolios, combining fundamental, technical, and cyclical analysis alongside fixed-income laddering to manage risk.

Samuel Croucher is a CFP® with seven years of experience in financial advising. He is currently with California Financial Partners, Inc., where he has worked since 2021, and also has experience with LPL Financial. California Financial Partners, Inc. provides financial planning and consulting services to individuals, business entities, and pension plans. The firm follows a structured planning process and uses fundamental analysis and public research sources when evaluating investments, without managing client assets or engaging in discretionary portfolio management.

David Chong is a financial advisor with Strategy Asset Managers L.L.C. in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at firms such as Citigroup Global Markets and Wells Fargo Advisors. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients with portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm employs a combination of fundamental equity selection and quantitative approaches, manages private pooled investment vehicles, and offers family office services to large clients.

Jon Kmett is a financial advisor with SFE Investment Counsel Inc. in Los Angeles, CA. He holds the Series 63 designation and has 37 years of industry experience, including 19 years with SFE Investment Counsel. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients by providing individualized investment supervisory services. The firm emphasizes asset allocation and a total-return approach, managing portfolios with concentrated equity positions and a combination of fundamental, technical, and cyclical analysis alongside fixed-income laddering.