Giovanni Cuarez is a financial advisor at Tactive Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Strategy Marketplace, LLC and ABI Business Insurance Services. Outside of advisory work, he operates a tax preparation service for individuals and small business owners and is also involved as a mortgage loan originator and insurance broker. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, offering portfolio management through a robo-advisor platform and an Advisor Advice service. The firm uses a Black-Litterman framework for tactical asset allocation and is notable for its role in serving other advisors through TAMP and sub-advisory relationships alongside its retail offerings.

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.

Mark Delgadillo is a financial advisor with SFE Investment Counsel Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining SFE Investment Counsel in 2020, he worked at D.A. Davidson & Co. for seven years. SFE Investment Counsel serves a range of clients including individuals, families, trusts, charitable organizations, and institutional investors, offering customized investment supervisory services. The firm’s approach focuses on asset allocation, long-term holding strategies, and concentrated equity portfolios supported by fundamental, technical, and cyclical analysis combined with fixed-income laddering.

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.

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.

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.

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.

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.

Nicole Vong is a financial advisor at Pasadena Private Wealth, LLC with a Series 66 designation and four years of industry experience. Prior to joining Pasadena Private Wealth, she held positions at GT Securities, Commonwealth Financial Network, Sterling Wealth Partners, and Ameriprise Financial Services. Pasadena Private Wealth is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, and corporate clients. The firm uses fundamental analysis and a long-term investment approach, offering discretionary and non-discretionary asset management, financial planning, retirement plan consulting, and portfolio monitoring.

Lianna Kzirian is a financial advisor at Pacific Global Investment Management Company holding a Series 65 designation. She has been with the firm since 2016 and has 10 years of industry experience. Pacific Global serves individual investors—including both high-net-worth and non-HNW clients—pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm’s investment approach is based on fundamental research and a proprietary screening process, with a value-oriented or core equity style and total return fixed-income management.

Scott Sommers is a financial advisor at First Financial Consulting in Pasadena, CA, with 23 years of industry experience. He holds the ChFC® designation and Series 63 license. Sommers has worked at Financial Resources Consulting Group since 2000. First Financial Consulting provides financial planning and investment consulting services to individuals, families, trusts, estates, and closely held businesses. The firm offers customizable services focused on retirement planning, tax and cash-flow analysis, estate planning, and business succession, operating primarily on a non-discretionary basis without taking custody of client assets.

Ying Tang is an investment adviser representative at Globalink Wealth Management, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with various Globalink entities since 2012. Outside of advisory services, she is also a fixed insurance product agent and accounting manager at Globalink Insurance Services. Globalink Wealth Management, LLC provides tailored advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diverse investment approach including charting, cyclical, fundamental, and technical analysis, and offers both discretionary and non-discretionary portfolio management.

Darren Thompson is a Series 66 licensed advisor with Ministry Partners Securities, LLC and has two years of industry experience. He serves as President and CEO of Ministry Partners Investment Company, which focuses on church financing and business lending. Prior to his current roles, he worked at Americas Christian Credit Union for eleven years. Ministry Partners Securities, LLC provides financial planning and consulting to individuals, trusts, estates, churches, faith-based organizations, and qualified retirement plan participants. The firm integrates clients’ religious and ethical values into investment recommendations and primarily refers clients to third-party asset managers while offering ongoing advice and planning services.

Jasmine Kwok is a financial advisor at Dew Point Capital in Los Angeles, holding a Series 65 designation. She has one year of experience in advisory services, previously working at ICONAC Business Management, City National Bank, BCG Digital Ventures, and Spin Artist Agency. Dew Point Capital is an SEC-registered advisory firm serving individuals, pension plans, trusts, estates, charitable organizations, and businesses with fee-based discretionary portfolio management and financial planning. The firm manages approximately $512 million in assets, using a strategic allocation approach that incorporates fundamental and cyclical analysis and a primarily long-term purchase strategy with periodic short-term adjustments.

Michael Liao is a financial advisor at Globalink Wealth Management, LLC with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Globalink Securities, Inc. since 2004. In addition to his advisory role, he provides management and marketing consulting through Investlink America, LLC, serving clients including new immigrants and import-export businesses. Globalink Wealth Management offers hourly and fixed-fee financial planning alongside discretionary and non-discretionary portfolio management for a diverse client base. The firm employs a variety of investment strategies, including fundamental and technical analysis, and maintains affiliations with broker-dealers and licensed insurance agents to support clients with complex, cross-border financial needs.

Michael Milam is a financial advisor at California Financial Partners, Inc. with 25 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2001 and Milam, Knecht & Co., LLP since 1994. Outside of advisory services, he is involved in marketing consulting management through Milam and Knecht Management Services, Inc. California Financial Partners provides financial planning and consulting services to individuals, business entities, and pension and profit-sharing plans. The firm follows a structured planning process and uses fundamental analysis and public research when evaluating investments, but does not manage client assets or engage in discretionary portfolio management.

Leighann Miko is a CFP® professional with 10 years of industry experience, currently with Avise Financial since 2023. Prior to joining Avise, she worked at Equalis Financial LLC for nine years and has provided tax and business management services through StatusFlow since 2020. Her role at StatusFlow represents a notable non-investment activity alongside her advisory duties. Avise Financial serves individual and institutional clients, including high net worth individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary investment management combined with comprehensive financial planning, employing a mix of fundamental, technical, and cyclical analysis as well as Modern Portfolio Theory to create diversified portfolios.

Sharon Novell is a financial advisor with Guardian Financial Partners, LLC in Arcadia, CA, holding 2 years of experience at the firm and 20 years overall in the industry. She previously founded and operated Novell Investment Management Company, Inc. for 18 years prior to joining Guardian Financial Partners. 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 alongside third-party manager due diligence.