John Schnieders is a CFP® and CFA® credentialed advisor with 28 years of industry experience. He has been with Schnieders Capital Management, LLC since 2006, where he is part of a two-advisor team based in Pasadena, CA. Schnieders Capital Management provides discretionary and non-discretionary portfolio management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a blend of fundamental, technical, qualitative, and quantitative analysis with a focus on asset allocation and primarily long-term holdings, managing approximately $1.06 billion in assets across 459 client accounts.

Debra Fukawa is a financial advisor at Pasadena Private Wealth, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America N.A., and Pensionmark Securities, LLC. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities. The firm offers discretionary and non-discretionary asset management, financial planning, retirement plan consulting, and acts as manager or general partner for private funds, employing a model-driven investment process that includes fundamental analysis and long-term portfolio construction.

Roberto Romero Leon is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 65 license with two years of industry experience. His prior roles include positions at Gideon Strategic Partners, Local Tax, and Northwestern Mutual Investment Services LLC. He is also engaged in insurance sales through Mosley Insurance and Financial Services, Inc. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering discretionary and non-discretionary investment management and financial planning. The firm employs a top-down, macroeconomic approach to asset allocation and incorporates various investment vehicles alongside third-party analysis and quantitative risk profiling.

Gladys Limones is a financial advisor at LifeSteps Financial with 18 years of industry experience. She has held positions at Morgan Stanley, Citigroup Global Markets, and Concert Wealth Management before joining LifeSteps Financial in 2010. She holds Series 63 and Series 66 licenses. 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 comprehensive investment advisory and financial planning services alongside specialized offerings such as bill payment and reconciliation and a short-term cash management program.

K Lee is a financial advisor at Syndicated Capital, Inc. with 16 years of industry experience and holds a Series 66 designation. Lee’s work history includes 28 years in various schools. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm manages portfolios on both discretionary and non-discretionary bases and offers customized advisory programs without account minimums.

James Pearson is a Series 66-credentialed financial advisor with 12 years of industry experience. He has worked at B.B. Graham & Company, Inc. since 2026 and previously held positions at Leonard Investment Advisors, Inc., BancWest Investment Services, and BOK Financial Securities, Inc., among others. Outside of his advisory work, he is a passive investor and 17% owner of a medical marijuana growing facility. B.B. Graham & Company, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million across a range of strategies, offering both discretionary and non-discretionary asset management along with financial planning and retirement plan consulting.

Wayne Park is a financial advisor at Allmerits Asset, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Think Wealth, LLC and Kayan Securities, Inc. In addition to his advisory role, he is a marketing executive involved in personal and commercial insurance sales through Cal-Kor Insurance Service. Allmerits Asset, LLC provides discretionary portfolio management using third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and retirement plans. The firm utilizes tactical and strategic asset allocation and offers ERISA non-fiduciary retirement plan consulting and hourly-priced financial consulting engagements.

Xi Yao is a financial advisor at Globalink Wealth Management, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has been affiliated with Transpacific Financial, Inc. as a fixed life insurance agent. Globalink Wealth Management offers hourly and fixed-fee financial planning along with discretionary and non-discretionary portfolio management to a diverse client base, including individuals, trusts, and business entities. The firm employs various investment strategies, ranging from long-term holdings to active trading, and provides access to third-party managers while maintaining affiliations with a FINRA-registered broker-dealer.

Aidan Perry is a financial advisor at Stonemark Wealth Management with a Series 65 designation and three years of industry experience. He served in the United States Marine Corps Reserve from 2018 to 2022 and attended the University of San Diego during the same period. Stonemark Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of fundamental and technical analysis and employs strategies including covered-call and put-writing options, as well as leveraged and inverse ETFs to tailor portfolios according to client objectives and risk tolerance.

Wende Headley is a CFP® professional with 12 years of industry experience, currently serving at Quantum Financial Advisors, LLC since 2022. Prior to joining Quantum, she spent nine years at Abacus Wealth Partners. Quantum Financial Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, high net worth families, trusts, estates, employer retirement plans, and other business entities. The firm employs an asset-class, rules-based investment process with a focus on mutual funds, ETFs, and separately managed accounts, offering both a Total Market and a Sustainable investment approach.

Terry Lamn is a CFP® and holds a Series 66 license, with 19 years of experience in the financial industry. He has worked at Stonemark Wealth Management since 2024 and previously held positions at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade. Outside of finance, he works as a part-time event photographer. Stonemark Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of fundamental and technical analysis and employs strategies including options and leveraged ETFs, tailoring portfolios to client objectives and risk tolerance.

Robert Vargas is a CFP®-credentialed financial advisor with five years of industry experience, currently serving at Ministry Partners Securities, LLC. His prior work includes roles at Edward Jones, ADP Inc., and Paychex, Inc. He has an interest in payment solutions, as noted by his association with Ultimate Payment Solutions. Ministry Partners Securities, LLC serves individuals, high-net-worth clients, trusts, estates, churches, faith-based organizations, and qualified retirement plan participants. The firm integrates clients’ religious or ethical values into tailored financial planning and refers most accounts to third-party asset managers while providing ongoing advice and planning services.

Allison Kapadia is a financial advisor at K2 Financial Inc. with nine years of industry experience. She holds a Series 66 designation and has held positions at Lincoln Investment and Legend Advisory, LLC. In addition to her advisory role, she is a 25% owner and tax preparer at Krellwitz, Kurimoto & Associates, managing firm operations and preparing tax returns for clients. K2 Financial is a registered investment adviser with a team of eight advisors managing approximately $191.6 million for individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term, discretionary investment approach using mutual funds, ETFs, stocks, bonds, options, and third-party managers, and operates affiliated businesses including a tax-preparation practice and an insurance agency.

Claudia Song is a Series 65 licensed advisor with Allmerits Asset, LLC, bringing two years of industry experience. She previously worked at Apiis Financial and Mass Mutual. In addition to her advisory role, she is active as an insurance agent and field manager at Allmerits Financial and Insurance Services. 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 alongside standalone financial consulting.

Victor Martinez is a financial advisor at Strategy Asset Managers L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Bank of America, and Merrill. Outside of advisory work, he is a member of Marstel Senior Homes LLC, which is involved in healthcare investments. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients by providing 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, managing accounts on a discretionary basis and offering family office services for ultra-high-net-worth families.

Eric Oh is a CFP® and ChFC® professional with 17 years of experience at Chatterton & Associates in Anaheim, CA. He has worked at OSAIC and Chatterton & Associates since 2008, serving as a financial planner focusing on fee-based investment products. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, providing asset management, financial planning, retirement plan advisory, tax preparation, bookkeeping, and business consulting services. The firm applies a top-down investment approach using SEI asset-allocation models and manages approximately $1.33 billion in assets for over 1,500 clients.

Victor Lin is a financial advisor with Griffinest Asia Asset Management, LLC in Pasadena, CA. He holds Series 63 and Series 66 designations and has 24 years of industry experience. Since 2012, he has also served as CEO of Griffinest Asia Securities, LLC. Griffinest Asia Asset Management primarily serves high-net-worth and qualified individual investors, as well as corporations and institutional clients, offering discretionary portfolio management and personalized financial planning. The firm customizes portfolios based on clients’ risk tolerances and objectives, managing approximately $10.27 million in assets across nine clients.

Thomas Hulick is a financial advisor with Strategy Asset Managers L.L.C. in Pasadena, CA, holding Series 65 and Series 63 credentials and bringing 30 years of industry experience. His prior work includes roles at NewBridge Securities Corporation, Holly Street Wealth Advisors, Worthpointe, First Foundation Advisors, Uvest Financial Services Group, UBS Financial Services, Banc of America Investment Services, and Morgan Stanley. He is also the founder and CEO of Hulick Capital Management, LLC, and manages an insurance agency focused on client insurance products. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients with portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm uses a combination of fundamental equity selection and quantitative strategies, manages private investment vehicles, and offers family office services for very large clients.

Sandra Field is a CFP® professional at Asset Planning, Inc. in Los Alamitos, CA, with 28 years of industry experience. She has been with Asset Planning since 1998 and has an additional background with Ian D Brodie MD FRCS Inc. since 1980. Asset Planning, Inc. provides personal financial planning and investment management to individuals, families, and related entities, focusing on customized portfolio construction using a strategic asset allocation framework that combines passive and active investment strategies. The fee-only firm manages approximately $552 million in discretionary assets across about 373 client households.

Travis Bettfreund is a financial advisor at K2 Financial Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bettfreund is a co-owner and director of advisors at K2 Financial and has ownership interests in related affiliated entities. K2 Financial is a registered investment adviser with a team of eight advisors managing approximately $191.6 million for about 393 clients. The firm offers wealth and investment management, financial planning, and retirement-plan advisory services, employing a primarily long-term, discretionary portfolio approach using a range of investment vehicles including mutual funds, ETFs, stocks, bonds, and options.