Sharon Novell is a financial advisor at Guardian Financial Partners, LLC with 19 years of industry experience. She previously worked at Novell Investment Management Company, Inc. from 2006 to 2024 before joining her current firm. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes a fiduciary, client-focused approach using proprietary asset-allocation models and combines fundamental and technical analysis with due diligence on third-party managers.

Phillip Wildes is a financial advisor at Arroyo Investment Group, LLC with three years of industry experience. He holds a Series 63 designation and has worked at several firms, including Purshe Kaplan Sterling Investments and 49 Wealth Management. Outside of his advisory role, he is also engaged in the sales of fixed/traditional insurance products. 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 screening and primarily no-load mutual funds.

Luis Salas Ruiz is a financial advisor at First Financial Consulting in Pasadena, CA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America and Merrill, as well as involvement with the Calvert House Catholic Center and the Hispanic Scholarship Fund. First Financial Consulting provides financial planning and investment consulting to individuals, families, trusts, estates, and closely held businesses. The firm specializes in non-discretionary services, developing individualized asset allocation models and investment policy statements while assisting clients with implementation and monitoring at their direction.

Robert Gillard is a CFP® professional with 27 years of experience in the financial services industry. He has worked at California Financial Partners, Inc. since 2014 and has been affiliated with LPL Financial, LLC since 2013. In addition to his advisory work, he is a notary public. California Financial Partners, Inc. provides financial planning and consulting services to individuals, business entities, and plans such as trusts, estates, 401(k)s, and IRAs. The firm follows a structured planning process and uses fundamental analysis and public research in its investment evaluations, focusing on advisory services without managing client assets or providing discretionary portfolio management.

Daniel Lemus is a financial advisor at AWM Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining AWM Capital, he worked at New York Life and was a student at Baylor University. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds by providing fee-based investment management and comprehensive financial planning, including tax, estate, and insurance analysis. The firm uses an open-architecture platform and liability-driven investing framework to create customized portfolios incorporating mutual funds, ETFs, individual securities, and private placements.

Jeffrey Petersen is a CFP® professional at WESCAP Group with nine years at the firm and five years of industry experience. Prior to joining WESCAP, he held roles with the City of San Jose and San Jose University. WESCAP Group is a registered investment adviser managing approximately $1.1 billion in client assets across a team of six advisors. The firm serves individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, focusing on strategic and tactical asset allocation, global diversification, and a contrarian/value investment approach.

William Caton is a CFP® and CFA® with 23 years of industry experience, currently serving at First Wilshire Securities Management, Inc. since 1998. He is a co-manager of Moose Mountain, LLC, a family-owned business that leases land and equipment for maple syrup production. 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 approach focused on small- and micro-cap equities, using fundamental research and direct company engagement.

Leighton Helfrick is a financial advisor at AWM Capital, LLC with a Series 65 credential and one year of experience. Prior to joining AWM Capital, he worked at Matthews Commercial Real Estate and has held roles affiliated with UC Davis and Cal State San Marcos, including involvement with the UC Davis Baseball Camp. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management and comprehensive financial planning services such as tax, estate, and insurance planning. The firm employs a liability-driven investing framework and an open-architecture platform to create customized portfolios using a variety of investment vehicles, including mutual funds, ETFs, separate account managers, and private placements.

Justin Dyer is a CFP® and CFA® with 15 years of industry experience. He is currently with AWM Capital, LLC, where he has worked since 2019, and also owns AWM Ventures LLC, a venture capital investing business. His prior roles include positions at Bridge Advisory LLC and Waypoint Wealth Partners. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a liability-driven investing approach and an open-architecture platform, managing approximately $1.15 billion across a diverse range of investment vehicles.

Hsinyeh Hsieh is a financial advisor at Globalink Wealth Management, LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Globalink Securities, Inc. and World Financial Group. In addition to her advisory role, Hsieh serves as CEO of Reign Universal Financial & Insurance Agency, focusing on fixed insurance products. Globalink Wealth Management provides financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a variety of investment strategies, including both discretionary and non-discretionary management, and offers access to third-party investment managers.

Jeffrey Eisfelder is a CFP® professional with 22 years of industry experience, currently serving at SFE Investment Counsel Inc. He previously spent ten years at First Foundation Advisors. Outside of his advisory role, he is the sole licensee owner of GBG Southeast, a youth travel baseball organization in the Southeast. SFE Investment Counsel serves a diverse client base including individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm focuses on asset allocation and a total-return approach with concentrated equity portfolios, combining fundamental, technical, and cyclical analysis alongside fixed-income laddering to manage risk.

Samuel Croucher is a CFP® professional with six years of industry experience, currently serving at California Financial Partners, Inc. since 2021. Prior to this, he was affiliated with LPL Financial and has a background that includes work at UK Elite - Steel Sports. California Financial Partners, Inc. provides financial planning and consulting services to individuals, business entities, and pension or profit-sharing plans. The firm follows a structured planning process and focuses on fundamental analysis and public research when evaluating investments, without managing client assets or providing discretionary portfolio management.

David Chong is a financial advisor with Strategy Asset Managers L.L.C. in Pasadena, CA, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at firms such as Wells Fargo Advisors LLC and Newbridge Securities Corporation. Strategy Asset Managers, LLC manages approximately $741.5 million on a discretionary basis, offering investment management, financial planning, and retirement plan consulting to individuals, pooled investment vehicles, and institutional sponsors. The firm employs multiple equity strategies supported by fundamental research and third-party data, and also sponsors private funds and provides model portfolios to third-party program sponsors.

Jon Kmett is a financial advisor with SFE Investment Counsel Inc. in Los Angeles, CA. He holds the Series 63 designation and has 37 years of industry experience, including 19 years with SFE Investment Counsel. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients by providing individualized investment supervisory services. The firm emphasizes asset allocation and a total-return approach, managing portfolios with concentrated equity positions and a combination of fundamental, technical, and cyclical analysis alongside fixed-income laddering.

Mena Hanna is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has been with AWM Capital, LLC since 2020 and also maintains roles at PHC Inc and Bridge Advisory LLC. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm uses a multi-team approach to provide financial planning, retirement advice, business consulting, and asset management, with an emphasis on liability-driven investing and diversified asset allocation.

Russtin Siadatian is a financial advisor at Signature Resources Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked in consulting and insurance sales, including roles at RTB Financial Group and as a Certified Divorce Financial Analyst. Siadatian also provides business consulting outside of his advisory duties. Signature Resources Capital Management offers investment management, financial planning, and retirement plan consulting for individual and high-net-worth clients as well as plan sponsors. The firm employs a Global Target Risk approach emphasizing broad diversification and factor tilts, managing portfolios primarily through mutual funds and ETFs while tailoring strategies to client objectives.

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.

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.

Sun Shim is a CFP®-certified financial advisor with 20 years of industry experience, currently working at Mason & Associates, Inc. since 2006. Prior to this, Sun Shim spent 11 years at Cambridge Investment Research, Inc. In addition to advisory work, Sun Shim is an independent insurance agent and a notary public. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm’s investment approach is based on Modern Portfolio Theory and includes strategic asset allocation, sector rotation, and global diversification, typically implemented through no-load or load-waived mutual funds and ETFs.

David Carter is an advisor with Strategy Asset Managers L.L.C. and has no prior industry experience. His background includes long-term roles with the Sports Business Group and the University of Southern California. Strategy Asset Managers serves individuals, high-net-worth and ultra-high-net-worth families, pension and institutional clients, and pooled investment vehicles. The firm offers portfolio management, retirement plan consulting, financial planning, and a family office, managing approximately $930 million in discretionary assets and providing a range of equity and multi-asset investment strategies.