Robert Nii is a financial advisor with Borris Nii & Company in Beverly Hills, CA, holding the PFS™ designation and 18 years of industry experience. He has worked at Greenbrier Diversified, Inc. since 2007 and has been with Borris Nii & Company since 1989. Borris Nii & Company provides business and family wealth management along with investment management services to high-net-worth individuals, trusts, estates, and small businesses, including many clients in the entertainment industry. The firm offers a family office–style service that integrates investment oversight with bookkeeping, tax preparation, insurance claims processing, and audit defense, acting as an outsourced family office and coordinating with third-party providers while maintaining discretionary trading authority for managed accounts.

Ryan Humbert is a CFP® with 12 years of industry experience. He is affiliated with Prism Advisors, Inc., a team firm based in Studio City, CA, and has prior experience with Personal Resources Investment and Strategic Management, Inc., TDAmeritrade, Inc., and Edward Jones. Prism Advisors provides investment advisory and planning services to individuals, trusts, employer retirement plans, and business entities. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, employing a mix of fundamental, qualitative, and sector analysis alongside multi-asset allocation strategies within a wrap fee program structure.

Michael Anderson is an advisor at The L. Warner Companies, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with Four Points Capital Partners LLC, Niagara International Capital Limited, and Finestone Partners. Outside of his advisory role, he serves on the boards of the Exceptional Children's Foundation and the Small Business Council of America and is a director of the internet radio network PodClips.IO. The L. Warner Companies, Inc. provides discretionary investment management and financial planning primarily to high-net-worth individuals, trusts, estates, and pension plans, along with consulting and administration services for corporations and non-profits. The firm employs a fundamental analysis-driven investment process with diversified portfolios and integrates third-party platforms and fiduciary services.

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.

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.

Christian Johnson is a financial advisor with California Financial Partners, Inc. based in Glendale, CA. He holds the CFP® designation and Series 66 license, and has 14 years of industry experience. Johnson has been affiliated with both LPL Financial and California Financial Partners since 2011. He is also involved in CASL Financial, Inc., a non-investment related business. California Financial Partners provides financial planning and consulting services to individuals, business entities, and retirement plans, focusing on comprehensive financial areas including cash flow, retirement, tax, insurance, and estate planning. The firm does not manage client assets or provide discretionary portfolio management and employs a structured planning process utilizing fundamental analysis and public research sources.

Olivier Cornet is a financial advisor with JSF Financial, LLC in Los Angeles, holding a Series 66 designation and 24 years of industry experience. He has been with JSF Financial and Mid Atlantic Capital Corporation since 2010. Outside of his advisory role, he is also involved in financial planning and insurance sales through his ownership and presidency of Pimicor. JSF Financial provides discretionary portfolio management, financial planning, wealth management, and retirement-plan advisory services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm manages approximately $1.73 billion in assets and employs dynamic asset allocation, model portfolios, third-party manager selection, and quantitative analysis in its investment approach.

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 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.

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.

Emily Xing is a CFA® charterholder and holds a Series 65 license. She is currently with Dew Point Capital and has been in the financial industry for one year. Prior to this, she was the Managing Director at Calistone Capital LLC, a hedge fund general partner, where she managed fund operations. Outside of her advisory role, she holds a California real estate broker license. Dew Point Capital provides fee-based discretionary portfolio management and financial planning to individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities. The firm uses a custom, strategic allocation approach based on fundamental and cyclical analysis, offering a range of investment instruments and monitoring accounts at least annually.

Nathan Mescobi is a financial advisor at AIRE Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has worked in various roles including at FKGB Accounting and the Law Offices of Joseph Miskabi. AIRE Advisors manages approximately $1 billion in client assets and serves individual clients, family offices, employer retirement plans, and brokerage customers. The firm provides wealth management and investment consulting services, utilizing strategic asset allocation and Modern Portfolio Theory across diverse investment vehicles.

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.

Annie Kim is a financial advisor at AR Asset Management, Inc. with 14 years of industry experience. She holds a Series 65 designation and has been with the firm since 2000. AR Asset Management, Inc. is an SEC-registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm’s investment approach focuses on fundamentally driven, long-term strategies using large-cap domestic and international stocks, tax-aware portfolio construction, and fixed income laddering, with additional recommendations for qualified clients including private placements and pooled investment vehicles.

Boris Gertsen is a CFA® charterholder with 23 years of industry experience. He is affiliated with JSF Financial, LLC and has worked at Mid Atlantic Capital Corporation since 2010, alongside his ongoing role at JSF Financial since 1999. JSF Financial provides discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm manages approximately $1.73 billion in client assets and employs dynamic asset allocation, model portfolios, and quantitative analysis as part of its investment approach.

Tara Koda is a financial advisor at California Capital Management with a Series 65 designation. She has been with the firm since 2023 and has prior work experience spanning roles in home support services and environmental services. California Capital Management offers investment advisory services to individuals, trusts, pension plans, and corporate clients, managing approximately $358 million in discretionary assets. The firm provides customized portfolio management through wrap fee programs and retirement plan consulting tailored to clients’ time horizons, risk tolerance, and goals.