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.

Nicholas Welsh is a CFA® charterholder with 31 years of industry experience. He has been with LK&A Investment Counsel since 2013. The firm provides discretionary investment management primarily to high net-worth individuals, trusts, foundations, and limited liability companies. LK&A focuses on larger-capitalization equities with long-term earnings growth, maintaining relatively concentrated portfolios and a long-term holding strategy, while also constructing bond ladders for fixed-income allocations based on fundamental research and macroeconomic analysis.

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.

Thomas Hanson is a financial advisor at First Wilshire Securities Management, Inc. with 39 years of industry experience. He has been with First Wilshire since 2010 and also serves as Chairman and President of Trivest Capital Management, Inc., where he has worked since 1993. Hanson holds a Series 63 designation. First Wilshire provides discretionary investment management to individuals, corporations, and charitable entities, focusing on a value-oriented, small- and micro-cap equity investment style. The firm manages both separately managed accounts and affiliated private funds, employing fundamental research and tactical portfolio allocation.

Lisa Taddeo is a financial advisor at Arroyo Investment Group, LLC with six years of industry experience. She has been with Arroyo Investment Group since 2009. Arroyo Investment Group provides personalized financial planning and investment management services 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 its model portfolios, primarily investing in no-load mutual funds, and manages approximately $250 million in client assets.

Sterling Louviere is a financial advisor at Cabin Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cabin Securities, Inc., Claraphi Advisory Network, LLC, and Newbridge Securities. Outside of advising, he is president of Financial Architects, Inc., a firm providing consulting on tax and retirement planning strategies, and serves on the board of directors for Altadena Rotary Charities. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm provides financial planning, portfolio management, and sub-advisory services using fundamental, technical, cyclical, and asset-allocation analysis, and conducts due diligence on illiquid alternative investments.

Kevin Martinez is a financial advisor at Scout Wealth Advisors LLC with experience in the banking and financial services industry since 2009. Prior to joining Scout Wealth Advisors, he held positions at Bank of America, City National Bank, and First Citizens Bank. Scout Wealth Advisors serves individuals, trusts, retirement plans, and business clients by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored fiduciary approach focusing on long-term positioning using fundamental and technical analysis, with a preference for ETFs, equities, and mutual funds.

Calvin Lo is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Keystone Global Partners LLC since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with SPE LBG, LLC, which operates residential solar panels for leaseback to homeowners. Keystone Global Partners provides wealth and investment management, financial planning, family office, and personal exit advisory services for affluent individuals, families, trusts, estates, charitable organizations, and institutional clients. The firm employs a diversified, multi-asset investment approach overseen by an internal Investment Committee.

Anthony Hunt is a financial advisor at Pasadena Private Wealth, LLC with five years at the firm and a total of one year of industry experience. He holds the Series 65 and Series 66 designations. Prior to his advisory role, Hunt worked for CJ Entertainment for 20 years. Pasadena Private Wealth is a multi-team registered investment adviser managing approximately $1.61 billion in regulatory assets as of December 2025. The firm serves individuals, families, trusts, pension plans, and corporate clients using a fundamentally driven, long-term investment approach across various asset classes while also providing financial planning, retirement plan consulting, and due diligence on third-party managers.

Lee Goss is a financial advisor with Cabin Advisors, LLC in South Pasadena, CA, holding eight years of industry experience. He is also a CPA and the owner of Goss & Company, An Accountancy Corporation, an accountancy firm operating since 2005. Prior to joining Cabin Advisors, he worked at Claraphi Advisory Network, LLC for six years. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm offers financial planning, portfolio management, unified managed accounts, and sub-advisory services, employing a range of investment analyses and due diligence on alternative investments.

Kyle Douthit is a financial advisor at K2 Financial Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Lincoln Investment and K2 Financial Inc. since 2022. Outside of his advisory role, he creates and edits video content for a skating brand called JMK Ride. K2 Financial is a registered investment adviser with a team of eight advisors managing approximately $191.6 million for nearly 400 clients. The firm provides wealth management, financial planning, and retirement-plan advisory services using a primarily long-term, discretionary portfolio approach that includes mutual funds, ETFs, stocks, bonds, options, and third-party managers.

David Macleod is a CFP® and CFA® with 17 years of industry experience. He has been with Eclectic Associates, Inc. in Fullerton, CA, since 2010. Eclectic Associates, Inc. is a fee-only, SEC-registered investment adviser that provides discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team, constructing diversified portfolios using Modern Portfolio Theory and maintaining fiduciary standards for retirement accounts.

Daniel Baker is a CFP®-certified financial advisor with 12 years of industry experience. He has been with Trinity Capital Management, LLC since 2013, working as part of a five-advisor team based in Rancho Cucamonga, CA. Trinity Capital Management provides wealth management services to individuals, families, charitable organizations, retirement plans, trusts, estates, and small businesses. The firm combines discretionary investment management with advanced planning, utilizing an academically informed, factor-based investment approach focused on global diversification and targeted risk-premium exposures.

Roger Ferguson III is a financial advisor at AWM Capital, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Incluso Capital, LLC, Goldman Sachs, USC Marshall School of Business, and TDA_Boulder. AWM Capital, LLC serves high- and ultra-high-net-worth individuals, families, and private funds with fee-based investment management and comprehensive financial planning, including tax, estate, and insurance analysis as well as business consulting. The firm utilizes an open-architecture platform and a liability-driven investing framework to create customized portfolios employing mutual funds, ETFs, individual securities, separate account managers, and private placements.

Robert Novell is a financial advisor at Guardian Financial Partners, LLC in Arcadia, CA, holding Series 63 and Series 65 designations with 31 years of industry experience. He previously worked at Novell Investment Management Company, Inc. for 29 years before joining his current firm in 2024. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts, using a fiduciary and client-focused approach with proprietary asset-allocation models and multiple investment strategies.

Blake Martin is a financial advisor with Cloud Capital who holds a Series 65 designation and has two years of industry experience. Prior to joining Cloud Capital in 2025, he worked at Ark Wealth Advisors and has been employed as a musician by the Walt Disney Company since 2016. Outside of his advisory role, Martin performs as a musician both at Disney Resort and independently. Cloud Capital serves individuals, families, and business owners by providing discretionary investment management and financial consulting. The firm utilizes a combination of quantitative and qualitative analysis, modern portfolio theory, and employs both long- and short-term strategies, often incorporating third-party managers and conducting regular account reviews.

Lawrence Steinberg Jr. is a financial advisor with Cabin Advisors, LLC, holding Series 65 and Series 63 credentials and over 32 years of industry experience. His prior roles include positions at Cabin Securities, Inc., Claraphi Advisory Network, LLC, and Newbridge Securities. Outside of financial advising, he is a minority owner of a professional sports agency and involved in a law firm focusing on tax optimization, estate, and legal planning. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm provides financial planning, portfolio management, unified managed accounts, and sub-advisory services, employing a variety of analytical approaches and conducting due diligence on illiquid alternative investments.

Omar Velasco is a financial advisor at K2 Financial Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Lincoln Investment and AAA Life Insurance Company. Outside of advising, he is the managing member of The Finca Group LLC, a residential real estate investment entity. K2 Financial is a registered investment adviser with a team of eight advisors, managing approximately $191.6 million for about 393 clients. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a primarily long-term, discretionary portfolio approach with a range of investment vehicles including mutual funds, ETFs, and third-party managers.

Jackson Steuber is an advisor at Foundry Financial LLC in Pasadena, CA, holding a Series 65 credential with less than one year of industry experience. His background includes roles at California State University, Fullerton, Out West Restaurant Group, Whole Foods Market, and the Placentia-Yorba Linda Unified School District. Foundry Financial provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and charitable organizations. The firm manages diversified portfolios using a combination of fundamental, technical, cyclical, charting, and passive strategies while serving approximately 184 clients with $232.6 million in discretionary assets.