Scott Rojas is a CFP® with 21 years of industry experience, currently serving as an advisor at ONE Advisory Partners, LLC. He previously worked at Eclectic Associates, Inc. for over two decades. ONE Advisory Partners provides financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and business entities. The firm offers written financial plans, portfolio monitoring, and a Virtual Family Office that coordinates financial, tax, and legal professionals.

Mark Molenaar is an investment advisor representative at Parsonex Advisory Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Parsonex entities since 2014. Outside of his advisory role, he serves as a senior risk consultant for Chubb, focusing on high-net-worth personal risk services, and is involved in estate planning document preparation through United Living Trust Services. Parsonex Advisory Services is an SEC-registered investment adviser that provides financial planning, portfolio management, and investment advice to individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach, relying on third-party advisers and sub-advisors, and offers discretionary managed accounts with ongoing monitoring and periodic reviews.

Alexandra Mc Carthy is a financial advisor at Stonemark Wealth Management with a Series 65 designation and two years of industry experience. She previously worked at Whittier Trust Company and has held various positions across different industries, including retail and education. Stonemark Wealth Management is a team-based investment adviser serving individuals, trusts, and retirement plans. The firm uses customized model portfolios and a combination of fundamental and technical analysis, offering discretionary portfolio management and consulting services.

Robert Cardenas is a financial advisor at LifeSteps Financial with a Series 65 credential and over 24 years of industry experience. Prior to joining LifeSteps Financial in 2024, he worked at Wells Fargo from 1999 to 2023. LifeSteps Financial is a team-based registered investment adviser with seven advisors managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, offering investment advisory, financial planning, bill payment and reconciliation, and a short-term cash management program for high-net-worth clients.

Jessica Lu Buetow is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Quantum Financial Advisors, LLC since 2025. Prior to joining Quantum, she worked at Abacus Wealth Partners from 2012 to 2024. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process favoring mutual funds, ETFs, and separately managed accounts, with strategies that include both Total Market and Sustainable approaches using institutional-class funds and active transparent ETFs.

Christine Kim is a financial advisor at Allmerits Asset, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Allmerits since 2021. In addition, she serves as President and CEO of CHK Financial & Insurance Services, where she is involved in life insurance sales and retirement planning. Allmerits Asset, LLC provides discretionary portfolio management using third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension/profit-sharing plans. The firm employs tactical and strategic asset allocation and offers retirement plan consulting as well as standalone financial consulting.

John Heitkemper is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Gould Asset Management LLC. His prior roles include positions at R Squared BM LLC (d/b/a Ducenta Squared Asset Management) and Tortoise Credit Strategies, LLC. Gould Asset Management provides discretionary investment management to individuals, retirement plans, trusts, foundations, and institutional clients. The firm’s approach emphasizes long-term, risk-aware diversification, cost control, and tax sensitivity, utilizing a range of public-market strategies alongside access to certain private investments for qualified clients.

Susan Jen is a financial advisor at Globalink Wealth Management, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TransGlobal Advisory LLC for seven years. 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 business entities. The firm’s investment approach incorporates charting, cyclical, fundamental, and technical analysis, with strategies ranging from long-term holdings to active trading and option writing, generally favoring mutual funds unless clients request otherwise.

Virginia Havens is a financial advisor with Ministry Partners Securities, LLC in Brea, CA, holding a Series 66 designation and 20 years of industry experience. She has been with Ministry Partners Securities since 2012 and previously worked at Merrill from 2005 to 2006. Ministry Partners Securities serves individuals, trusts, estates, churches, faith-based organizations, and retirement plan participants, offering comprehensive financial planning that integrates clients’ religious or ethical values into investment strategies. The firm refers clients to third-party asset managers while providing ongoing advice and monitoring those relationships.

Christopher Siraganian is a Certified Financial Planner (CFP®) with 10 years of experience in the financial advisory industry. He has been with First Financial Consulting since 2016. First Financial Consulting provides financial planning and investment consulting services to individuals, families, trusts, estates, and closely held businesses. The firm offers customizable project-based or ongoing services and focuses on non-discretionary advice, with clients retaining custody of their assets and directing implementation.

Larry Gunstream is a financial advisor at Osaic Wealth, Inc. with 44 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at FSC Securities Corporation for 32 years. In addition to his advisory role, he operates a sole proprietorship as an insurance agent and provides portfolio review and technical analysis services through Southland Equity Partners LLC. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments, asset-allocation planning, and portfolio optimization, offering a wide range of investment products and access to multiple custodial platforms.

Craig Colbath is a financial advisor at Pasadena Private Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GT Securities, Inc., Singpoli Private Wealth Corporation, and related Singpoli entities prior to his current roles. Outside of his advisory work, he serves on the board of the Pasadena Symphony & Pops and is involved as an investor in a sailing charter business as well as a catering and restaurant enterprise. Pasadena Private Wealth is a multi-team registered investment adviser managing approximately $1.61 billion in assets as of December 31, 2025. The firm serves individuals, high-net-worth families, trusts, pension plans, and corporate clients through discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, employing fundamental analysis and a long-term investment approach across various asset classes.

Rex Chan is a financial advisor at Logic Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at LanguageLine Solutions and Sophis Real Estate Inc. In addition to his advisory role, he holds licenses as a Life Accident and Health Agent and Property and Casualty Broker in California. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other business entities. The firm provides discretionary portfolio management, participant account management, and financial planning, tailoring investment strategies through fundamental, technical, and cyclical analysis with regular portfolio reviews and rebalancing.

Ik Choi is a CFP® and Series 66 registered advisor with 15 years of industry experience. He is currently with Pasadena Private Wealth, LLC, where he has worked since 2018, and has prior experience at firms including Merrill Lynch and Bank of America. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and business entities, offering asset management, financial planning, retirement consulting, and private fund management. The firm’s investment approach combines fundamental analysis with long-term portfolio construction, utilizing model-driven portfolios, third-party managers, and a range of asset classes including digital assets and alternative strategies.

Patrick Egan is a financial advisor at Global Assets Advisory, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Coordinated Wealth Management, LLC, Western International Securities, Inc., and operated as a licensed tax preparer for 25 years. Global Assets Advisory, LLC is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of eight advisors, offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services with a focus on customized portfolios and both internal and third-party asset management.

Russell Hall is a CFP® professional with 18 years of industry experience. He has been with Eclectic Associates, Inc. since 2007. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving roughly 1,200 clients, including high-net-worth individuals, trusts, charities, and businesses. The firm provides discretionary investment management and integrated financial planning, using diversified mutual funds and ETFs aligned with Modern Portfolio Theory, and manages over $1.4 billion in assets through an 11-advisor team.

Simon Holford is a financial advisor at Pasadena Private Wealth, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Bank of America, and Pensionmark Securities. Holford is also involved as a general partner in a real estate investment fund and serves as a trustee managing assets for an irrevocable trust. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, providing asset management, financial planning, and retirement consulting. The firm employs a fundamental, long-term investment approach with flexibility for shorter-term trading, utilizing model-driven portfolios, third-party managers, and a range of asset classes including ETFs, mutual funds, and alternative strategies.

Michael Fang is a financial advisor at Globalink Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TransGlobal Advisory, LLC and Globalink Securities, Inc. Fang is also a licensed insurance agent with Transpacific Financial Services. Globalink Wealth Management provides hourly and fixed-fee financial planning as well as discretionary and non-discretionary portfolio management for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diverse investment approach that includes charting, cyclical, fundamental and technical analysis, offering strategies ranging from long-term holdings to active trading and option writing.

Jae Lee is a financial advisor at Stonemark Wealth Management with two years of industry experience. He holds a Series 65 credential and has worked in various roles including at Clever Care Health Plan and American Golf Co. Outside of his advisory role, Jae Lee owns and operates JML Golf Instruction, LLC, where he provides golf lessons. Stonemark Wealth Management is a team-based investment adviser serving individuals, trusts, and retirement plans. The firm uses customized model portfolios and a combination of fundamental and technical analysis, incorporating option strategies and selective use of leveraged or inverse ETFs to manage client portfolios.

Bonnie Wusz is a CFP® professional with 43 years of industry experience, currently serving at BW & Associates, Inc., a firm she has been affiliated with since 1989. She previously worked at Girard Securities, Inc. from 2002 to 2017 and Cetera Wealth Services, LLC from 2017 onward. She holds Series 63 and Series 65 licenses in addition to her CFP® designation. BW & Associates, Inc. manages individual portfolios and provides financial planning and consulting to individuals, charitable organizations, and businesses. The firm employs a long-term, asset-allocation-driven approach focused on buy-and-hold strategies using mutual funds and ETFs, operating primarily on a non-discretionary basis with client approval for all trades.