Martin Orton is a financial advisor with Kingsbridge Wealth Management, Inc. in Fullerton, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Banc of America Investment Services, Inc. and Morgan Stanley Dw Inc. prior to joining Kingsbridge in 2010. Kingsbridge Wealth Management advises high-net-worth individuals, trusts, estates, and organizations through discretionary separately managed accounts and financial planning, focusing on systematic asset allocation, broad global diversification, and tax-efficient portfolio management. The firm is also notable for sponsoring and syndicating private funds through affiliated entities.

Samantha Morton is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Mosley Wealth Management, she worked at Wells Fargo Clearing and Wells Fargo Bank. Previously, she was employed at Churned Creamery and held teaching positions at Woodbridge High School and Lakeside Middle School. Mosley Wealth Management serves individual and high-net-worth clients, as well as charitable organizations, providing discretionary and non-discretionary investment management, consulting, and participant account management. The firm uses a top-down, macroeconomic approach to asset allocation and incorporates both internal analysis and third-party tools in portfolio construction and risk profiling.

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.

James Dang is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA. He holds a Series 65 designation and has prior work experience in real estate and furniture retail, including roles at Sophis Real Estate, Inc., COMPASS, Keller Williams, and New Line Furniture, LLC. Logic Wealth Management is a team-based registered investment adviser managing approximately $164.7 million for about 215 clients, including individuals, trusts, and retirement plans. The firm provides discretionary portfolio management, participant account management for held-away retirement and HSA accounts, and financial planning, using a combination of fundamental, technical, and cyclical analysis to tailor portfolios to individual investment policy statements.

Andrew Laurin is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering investment management, consulting, and financial planning services. The firm employs a top-down, macroeconomic approach to asset allocation and utilizes a combination of mutual funds, ETFs, individual bonds and equities, supported by third-party analytics and a quantitative risk-profiling tool.

Taryn Lee is a CFP® and Series 66-licensed financial advisor at WealthSpring with 21 years of industry experience. She has worked at several firms, including Commonwealth Financial Network and Kms Financial Services, Inc. Lee is also involved in fixed insurance sales conducted at her branch location. WealthSpring Partners serves a diverse client base, including individual investors, pension plans, charitable organizations, and municipal entities, offering investment advisory, financial planning, retirement consulting, and portfolio management. The firm employs a primarily discretionary asset-management approach that incorporates various analytical methods and proprietary model programs, with an emphasis on ongoing financial planning.

Nihar Shah is a financial advisor at Shah Wealth Advisors with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Ameriprise, Capital Group, and Fidelity Investments. Shah Wealth Advisors offers personalized financial planning and investment advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, and qualified retirement plans. The firm employs a long-term, fundamental-analysis approach and incorporates a range of investment options such as mutual funds, ETFs, individual equities, and alternatives tailored to each client’s goals and risk profile.

David Chong is a financial advisor at Strategy Asset Managers L.L.C. in Pasadena, CA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Citigroup Global Markets and Morgan Stanley. 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 employs a combination of fundamental equity selection, dividend-oriented and growth strategies, and quantitative market approaches, managing accounts primarily on a discretionary basis.

Aimee Calderon is a CFP® professional with 19 years of industry experience. She has been with Eclectic Associates, Inc. since 2015 and previously worked at For His Glory Community Church from 2014 to 2016. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets, focusing on diversified mutual funds and ETFs using Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

Maria Ojeda Partida is a financial advisor at Shah Wealth Advisors with three years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise for 15 years. Shah Wealth Advisors provides personalized financial planning and investment advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, and corporations. The firm employs a long-term, fundamental analysis approach to portfolio construction, tailoring allocations to client goals and risk tolerance with a range of investment options including mutual funds, ETFs, individual equities, and suitable alternatives.

Stephanie Hagan is a financial advisor at Arroyo Investment Group, LLC with four years of industry experience. She has been with Arroyo Investment Group since 2013. Arroyo Investment Group, LLC provides personalized financial planning and discretionary and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a proprietary screening process to select funds for 15 model portfolios, primarily investing in no-load mutual funds and adjusting portfolios semiannually.

Daewoo Lee is a financial advisor at Allmerits Asset, LLC with six years of industry experience and holds the Series 65 credential. He has worked with Allmerits Asset since 2020 and has been involved with affiliated insurance and financial services firms since 2012. Allmerits Asset, LLC provides discretionary portfolio management, retirement plan consulting, and financial consulting to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm employs tactical and strategic asset-allocation approaches and uses multiple third-party platforms while managing a substantial base of retirement-plan assets alongside discretionary client assets.

Tiarra Johnson is a financial advisor with Asset Planning, Inc in Los Alamitos, CA, holding a Series 65 designation and four years of industry experience. She previously worked at Zeiders Enterprises, Inc and Serco. Asset Planning, Inc provides personal financial planning and investment management services to individuals, families, and related entities, focusing on customized portfolios that combine passive index funds, actively managed funds, dividend-paying equities, and individual bonds. The firm manages approximately $552 million in discretionary assets and emphasizes a strategic asset allocation approach with ongoing portfolio monitoring.

Wade Perry is a financial advisor at Stonemark Wealth Management in Pasadena, CA, with 28 years of industry experience. He has held positions at The Leaders Group, Inc. and has been with Stonemark Wealth Management (formerly Wespac Advisors SoCal LLC) since 2011. Perry holds Series 63 and Series 65 licenses. Stonemark Wealth Management is a team-based registered investment adviser serving individuals, trusts, and retirement plans, managing approximately $610 million across nearly 400 client relationships. The firm employs customized model portfolios using both fundamental and technical analysis, incorporates option strategies and ETFs for hedging, and offers both direct advisory and sub-advisory services.

Douglas Callen is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at B.B. Graham & Company, Inc. since 2010. He also provides consulting services to investment-related firms through CONNEXIEN, LLC and serves as an industry arbitrator for FINRA and the NFA. B.B. Graham & Company offers investment advisory and financial planning services to individuals, pension plans, trusts, and businesses, utilizing fundamental, technical, and cyclical analysis with a focus on both discretionary and non-discretionary asset management.

David Carter is affiliated with Strategy Asset Managers L.L.C. and has experience in the sports business sector since 1999. He has also been associated with the University of Southern California since 1994. 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 mix of fundamental equity selection and quantitative strategies, managing accounts on a discretionary basis and offering family office services for ultra-high-net-worth families.

Jezmier Cornejo is a financial advisor at Gould Asset Management LLC with a Series 65 designation and two years of industry experience. Prior to joining Gould in 2023, he worked at PBK for one year and was a student for ten years. Gould Asset Management LLC provides discretionary investment management primarily through individually managed accounts for individuals, institutions, retirement plans, trusts, and similar entities. The firm emphasizes long-term, risk-adjusted returns and broad diversification while offering access to private real estate and equity opportunities for qualified investors.

Russell Murdock is a CFA® charterholder with 23 years of industry experience. He is currently an advisor at Eclectic Associates, Inc., where he has worked since 2026. Prior to that, he spent 23 years at Seabreeze Capital Management, LLC. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion across approximately 1,200 client relationships, providing discretionary investment management and financial planning with a focus on diversified mutual funds and ETFs, long-term holdings, and a fiduciary standard for retirement accounts.

Daniel Watson is a financial advisor at Arroyo Investment Group, LLC with 10 years of industry experience. He has been with Arroyo Investment Group since 2017 and has also worked at Capital Research & Consulting, LLC since 2015. Outside of his advisory work, he serves as a Senior Law Enforcement Advisor for the Department of Justice. 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 portfolio screening and regular performance reporting.