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.

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.

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.

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.

Lily Mossayi is a financial advisor at AIRE Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has worked at AIRE Advisors since 2021. Prior to that, her background includes positions in real estate and law firms. AIRE Advisors manages approximately $1 billion in client assets, serving individual clients, family offices, employer retirement plans, and brokerage customers. The firm emphasizes strategic asset allocation and employs a range of investment strategies, including the use of third-party money managers, with services offered on both discretionary and non-discretionary bases.

Gregory Zedlar is a financial advisor with California Capital Management in North Hollywood, CA, holding the ChFC® and Series 66 designations and bringing 22 years of industry experience. He has been with California Capital Management since 2004. Outside of advisory work, he is a co-trustee of the G & L Zedlar Family Trust and is involved with Conceptual Thinking, LLC, which invests in startups. California Capital Management provides investment advisory services to individuals, trusts, pension plans, and corporate entities with a focus on customized portfolio management. The firm manages approximately $358 million in discretionary assets for a client base of several hundred accounts, offering wrap fee programs and retirement plan consulting tailored to various time horizons and risk tolerances.

Gabrielle Stapleton is a CFP® with eight years of industry experience, currently serving at Arroyo Investment Group, LLC in Pasadena, CA. She has been with Arroyo Investment Group and Capital Research & Consulting LLC since 2012. 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 through a discretionary, model-driven approach using proprietary screening to maintain 15 model portfolios primarily composed of no-load mutual funds, with regular rebalancing and quarterly reviews.

Darren Pollock is a financial advisor at Cheviot Value Management, LLC with 20 years of industry experience. He holds a Series 65 credential and has been with Cheviot Value Management since 2000. Cheviot Value Management is a privately owned registered investment adviser serving individuals, trusts, retirement plans, charitable organizations, and institutional clients. The firm applies a value-oriented investment approach grounded in fundamental analysis, utilizing diversified and sometimes concentrated portfolios, along with a range of strategies including tactical asset allocation and absolute-return techniques.

Richard Plamondon is a financial advisor at Lazari Capital Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lazari Capital since 2018, following a nine-year tenure at Mutual Securities. Outside of his advisory role, he is also a licensed insurance agent specializing in Medicare insurance products. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting services to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and a private fund. The firm employs a multifaceted investment approach that includes fundamental, technical, cyclical, and quantitative analysis and manages accounts primarily on a discretionary basis.

Matt Stadelman is a financial advisor at Navalign, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Carter Jacobs, LLC, 1080 Financial Group, OSAIC Services, Inc., and Waddell & Reed. He has been with Navalign since 2018. Navalign provides investment advisory and planning services to individuals, retirement plans, trusts, and business entities. The firm employs a fiduciary approach with tailored portfolio management and a broad range of financial planning services, including corporate tax planning and business transition consulting, and utilizes derivatives and leverage in its investment strategies.

Bradley Salo is a CFP® with 39 years of industry experience. He has been with California Capital Management since 2004 and also works with Purshe Kaplan Sterling Investments. Outside of his advisory work, he is president of One Management Group, Inc., a landscape design consulting firm. California Capital Management provides investment advisory services to individuals, trusts, pension plans, and corporate entities, managing roughly $358 million in discretionary assets across several hundred accounts. The firm offers customized portfolio management through a wrap fee program and retirement plan consulting, utilizing a range of investment strategies including ETFs, mutual funds, equities, fixed income, and options.

Harold Parker Jr. is a financial advisor with Strategy Asset Managers L.L.C. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Nasdaq Dorsey Wright, Western International Securities, Inc., and Holly Street Wealth Advisors before joining his current firm in 2019. Strategy Asset Managers serves a diverse client base including 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 employs a combination of fundamental equity selection, dividend-oriented and growth strategies, and quantitative approaches, utilizing ETFs, mutual funds, fixed income, alternative investments, and third-party managers as appropriate.

Handong Yu is a financial advisor at Dew Point Capital with one year of industry experience. He holds a Series 65 designation and has worked at Dew Point Capital since 2024. Prior to this, he held various roles including positions at StockSwap and the JACCK Foundation for the Arts. Dew Point Capital provides fee-based discretionary portfolio management and financial planning services to individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities. The firm uses a custom, strategic allocation approach emphasizing long-term purchase strategies with flexibility for short-term trades under certain market conditions.

John Vance is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Vance Wealth since 2020. Prior to this, he worked at Raymond James Financial Services Advisors and has held roles in community education and business organizations. He is a board member and part of the finance committee for the Santa Clarita Valley Chamber of Commerce. Vance Wealth is a multi-advisor SEC-registered investment advisory firm managing approximately $736 million in assets. The firm serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations, offering discretionary wealth management, financial planning, and business consulting. Its investment approach emphasizes long-term fundamental analysis, using a mix of ETFs, mutual funds, individual securities, and outside managers tailored to clients’ cash-flow needs and risk tolerance.

Timothy Day is a financial advisor at Evolve Private Wealth, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at IEQ Capital, RBC Capital Markets, and Charles Schwab. Prior to his finance career, he held roles outside the industry, including positions at Lazy Dog Restaurant/Bar and California State Polytechnic University, Pomona. Evolve Private Wealth provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and other entities. The firm manages approximately $2.15 billion in assets and employs a fundamentally driven, long-term investment approach utilizing diversified portfolios of mutual funds, ETFs, individual securities, and alternatives.

Martin Irani is a financial advisor with Cheviot Value Management, LLC, holding Series 63 and Series 65 licenses and with two years of industry experience. He previously worked at Hancock Management Partners for 25 years. Outside of his advisory role, he is the owner of Touchdown Capital, LLC, a real estate investment business. Cheviot Value Management is a privately owned registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, and institutional clients. The firm employs a value-oriented investment approach with fundamental analysis and diversification, offering portfolio management, financial planning, and other related services.

Francois Schramek is a CFA® charterholder with 10 years of industry experience. He is currently with Manhattan West Asset Management, LLC and has prior experience at JPMorgan Private Bank, Pathstone Federal Street, and DropTerra Limited. Manhattan West Asset Management serves individual and institutional clients, offering discretionary portfolio management, financial planning, retirement plan consulting, and a Digital Asset Advisory Program. The firm employs a fiduciary, client-tailored approach that combines multiple analysis methods and diverse investment strategies, managing over $1 billion in discretionary assets.

Rem Oculee is a financial advisor at Confidence Wealth Management, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has served as CEO of multiple companies, including 3rd Delta, Inc., a marketing operations firm, Exit Mindset, LLC, which focuses on authorship of business growth strategies, and 9Q Ventures, LLC, a venture capital company. He also oversees insurance agencies affiliated with his firm. Confidence Wealth Management, Inc. manages approximately $454 million for individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities through a team of nine advisors. The firm employs proprietary model portfolios combined with third-party managers to implement diverse investment strategies, emphasizing risk management and diversification.

Brad Feldman is a financial advisor at Pasadena Private Wealth, LLC with four years of industry experience. He holds the Series 65 and Series 63 credentials. In addition to his advisory role, Feldman is an adjunct professor at California State University, where he teaches courses on entrepreneurship, project management, and innovation. He is also a co-owner of MedSense Labs, LLC, which develops a smart dental night guard with a companion mobile app to monitor and reduce bruxism. Pasadena Private Wealth is a multi-team registered investment adviser managing approximately $1.61 billion in assets, serving individuals, high-net-worth families, trusts, pension plans, and corporate clients. The firm employs fundamental analysis and a generally long-term investment approach, offering services that include discretionary asset management, financial planning, retirement plan consulting, and portfolio monitoring.