Juliet Mc Clure is a financial advisor at McClure Investment Management, LLC with a Series 65 designation and one year of industry experience. Prior to founding her firm, she held roles at companies including GUESS, Inc and Alo Yoga. McClure Investment Management provides personalized discretionary portfolio management, investment consulting, and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $64 million in discretionary client assets and employs a combination of fundamental and cyclical analysis alongside modern portfolio theory, offering services such as ERISA-focused pension consulting and regular portfolio reviews.

Guillermo Roditi Dominguez is a financial advisor at New River Investments with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Roditi & Roditi, LLC since 2012 and New River Investments Inc. since 2011. New River Investments provides discretionary portfolio management to individuals, high-net-worth clients, and certain business entities through separately managed accounts and a related-person private fund. The firm employs a multifaceted investment approach combining charting, fundamental, technical, cyclical, and statistical analysis, utilizing strategies such as long and short trading, margin transactions, and options writing.

Helen Huang is a financial advisor at Svl Investment Management with 22 years of industry experience. She holds a Series 63 designation and has worked at H Huang & Co CPAs LLP, Sung, Huang & Co, CPAs, LLP, and Avantax Investment Services, Inc. Outside of advising, she is a partner at H Huang & Co CPAs, LLP. Svl Investment Management is a boutique, research-oriented firm serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment process with strategic asset allocation and proprietary valuation models to manage discretionary portfolios.

Sen Zhang is a financial advisor at Corrigit Capital Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Elite Advisors LLC and Sunstone Management, Inc. He is also a licensed California real estate agent and part-time insurance agent. Corrigit Capital Group provides discretionary investment management and advisory services to high-net-worth individuals, charitable organizations, and businesses. The firm manages portfolios using a combination of fundamental and technical analysis and offers personalized investment strategies through a three-advisor team.

Evan Pan is a CFA® charterholder with 11 years of experience in the financial industry. He is currently with Tax Efficient Asset Management Solution, Inc., where he has worked since 2018, and also serves as a board member and finance committee chair for two nonprofits, Options for Learning and Joni and Friends Foundation. His prior experience includes roles at Fuller Investment Management Company and Pan Global Advisers. Tax Efficient Asset Management Solution, Inc. serves high-net-worth individuals and corporate clients with tax-focused portfolio management, financial and estate planning, and investment policy statement development. The firm employs a phased, multidisciplinary process integrating proprietary software, cash-flow and estate optimization, and fiduciary coaching, while typically delegating day-to-day asset management to third-party managers.

Thomas Koch is a financial advisor at Hall Capital, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hall Capital since 2024. Koch is also the managing member of Trancoso Capital Management LLC, an exempt California registered advisor serving as the general partner and investment advisor to Trancoso Partners LP. Hall Capital provides discretionary portfolio management and financial planning to individuals, trusts, estates, corporations, endowments, and foundations. The firm manages approximately $164 million through a two-advisor team, employing an investment approach that includes fundamental analysis, active trading, and the use of leverage and derivatives within individualized portfolios.

Shaun Sackett is a financial advisor with Sackett Wealth Advisors, Inc. in Brea, California, holding a Series 66 designation and 16 years of industry experience. He has worked at Sackett Wealth Advisors since 2017 and previously spent five years with Independent Financial Group. Outside of advisory services, he operates Sackett Financial Group, providing financial and tax services. Sackett Wealth Advisors serves individuals, trusts, pension plans, and businesses with discretionary portfolio management, financial consulting, and retirement plan services. The firm integrates diversified asset allocation strategies and maintains an affiliated accounting and tax practice offering tax planning, corporate tax guidance, and related services.

Jon Lam is a financial advisor with Newbury Capital Management, LLC in South Pasadena, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Newbury Capital Management since 2009. Newbury Capital Management provides investment advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $144 million across 399 client relationships using a variety of investment strategies and offers both discretionary and non-discretionary asset management, as well as retirement plan consulting for employer plan sponsors.

Thomas Rizzo is the sole advisor at Plectrum Advisers LLC, an independent firm based in Altadena, CA. He holds a Series 65 designation and has nine years of industry experience. Since 1995, he has also served as president of Plectrum, Inc., a music entertainment business he co-founded with his wife. Plectrum Advisers serves individuals, high-net-worth clients, estates, trusts, small businesses, and charitable organizations with financial planning, portfolio management, and educational seminars. The firm uses Modern Portfolio Theory to build diversified portfolios primarily with low-cost mutual funds and ETFs, offering both discretionary and non-discretionary management tailored to client risk tolerance and goals.

Yang Gao is a financial advisor with IFMGroup in Monrovia, CA, holding a Series 65 credential and four years of industry experience. Prior to joining IFMGroup, Gao worked at Transpacific and Verity Insurance Services. He also acts as an independent insurance agent affiliated with Transpacific, assisting clients with life and annuity product selection. IFMGroup provides personalized financial planning and investment management to a range of clients, including individuals, pension plans, trusts, and small businesses. The firm employs a core-and-satellite asset allocation strategy focused on global diversification and manages approximately $4 million across seven client accounts.

Michael Verity is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Lighthouse Financial Services Inc since 2010. He works within a five-advisor team based in Brea, CA. Lighthouse Financial Services serves individual and high-net-worth clients as well as pension and institutional accounts, offering discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm’s investment approach combines top-down macroeconomic analysis with bottom-up security selection and emphasizes diversified asset allocation across multiple model strategies.

Margy Lin is a financial advisor with Halcyon Investment Advisor in Los Angeles, holding a Series 65 designation and four years of industry experience. She previously worked at Alpha Helix Asset Management Company Limited and ZK Investment INC from 2019 to 2021, and has additional experience with Nan Shan Life Insurance Company. Halcyon Investment Advisor provides fee-only advisory and financial planning services to individuals, families, trusts, pension and profit-sharing plans, and offers tailored family office services for high-net-worth families. The firm’s investment approach combines fundamental, cyclical, and quantitative analysis with a focus on global asset allocation and risk management.

Daniel Grattan is a financial advisor at Grattan Financial Strategies, Inc. in San Gabriel, CA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Grattan Financial Strategies since 1999. Grattan Financial Strategies provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary portfolio management, employing fundamental and technical analysis across various asset classes.

Candace Lathan is a financial advisor at Yarash Global Solutions Inc. with nine years of industry experience. She holds a Series 66 designation and has previously worked at Principal Securities, Principal Life Insurance Company, and Thrivent Financial. Outside of her advisory role, she mentors undergraduate finance students through the Lancer Financial Collective and serves on the board of directors and as chaplain for Habitat for Humanity. Yarash Global Solutions Inc. provides investment advisory services primarily to high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm offers discretionary portfolio management and business consulting using a range of analytical methods across various asset classes, managing approximately $20 million for about 21 clients.

Michael Cheung is a financial advisor at Dishmi Capital, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Caerus Investment Advisors, LLC since 2014. Outside of his advisory role, he is the managing member of S3 Ventures, LLC, a holding company for angel investments. Dishmi Capital provides discretionary investment management and advisory services to individuals, trusts, business entities, and employer-sponsored retirement plans. The firm offers a sponsored wrap-fee portfolio program, retirement plan consulting, and access to third-party money managers, using a range of strategies tailored to clients' objectives and risk tolerances.

Cory Chapman is a financial advisor with EFC Wealth Management Firm, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has held various roles since 2003, including leadership at EFC Wealth Group and work with multiple firms in advisory and consulting capacities. Outside of advisory work, Chapman provides personal development coaching through seminars, audios, books, and speaking events, and teaches a free financial education program at Pepperdine University. EFC Wealth Management Firm, LLC offers discretionary asset management, financial planning, and retirement plan advisory services to individuals and plan sponsors. The firm employs fundamental, technical, and charting analysis, uses sub-advisors for portfolio implementation, and provides educational seminars plus a subscription coaching program for investors not yet qualifying for full asset management.

Eugene Yahiku is a financial advisor at Astravia Family Wealth Office LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. Astravia Family Wealth Office LLC provides portfolio management, retirement plan consulting, and referrals to third-party money managers for individuals, trusts, pension plans, and business entities. The firm employs a diversified investment approach including asset allocation and various analytic methods, and offers ongoing oversight of sub-advisors as well as plan-sponsor services.

Christopher Casanega is a financial advisor at Sharper & Granite LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Sharper & Granite since 2003. Sharper & Granite provides comprehensive portfolio management services to individuals, high-net-worth clients, trusts, pensions, and profit-sharing plans, managing approximately $318 million on a discretionary basis. The firm uses a top-down asset allocation process focused on low-cost, tax-efficient index ETFs and no-load index mutual funds, applying statistical methods to optimize portfolio allocations.

Alberto Roditi is a financial advisor at New River Investments with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New River Investments since 2011, as well as at Roditi & Roditi LLC from 2012 to 2019. New River Investments provides discretionary portfolio management to individuals and business entities, including high-net-worth clients, through separately managed accounts and a related private fund. The firm employs multiple methods of analysis and offers a range of investment strategies, distinguishing itself by advising a related pooled vehicle with separate commodity pool operator registration and independent fund administration.

Ba Rack Little is a financial advisor at EFC Wealth Management Firm LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities. Outside of financial advising, he owns NGNS Global, a fitness and health consulting business. EFC Wealth Management Firm, LLC provides discretionary asset management, financial planning, and retirement plan advisory services to individuals and plan sponsors. The firm offers educational seminars and a subscription coaching program for investors who do not yet qualify for full asset management, utilizing fundamental, technical, and charting analysis as part of its investment approach.