Jezmier Johnson Oliveros is a financial advisor at Gould Asset Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Gould, he worked at PBK and was a student for ten years. Gould Asset Management LLC is an SEC-registered investment adviser serving individuals, retirement plans, trusts, foundations, and institutions. The firm offers discretionary portfolio management with a focus on risk-adjusted returns, diversified strategies, and access to private market opportunities.

Russell Murdock is a CFA® charterholder and holds a Series 63 license, with 23 years of industry experience. He has worked at Seabreeze Capital Management, LLC since 2003 and joined Eclectic Associates, Inc. in 2026. Eclectic Associates, Inc. is a fee-only investment adviser that provides discretionary investment management and financial planning to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team, focusing on diversified portfolios using Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

Daniel Watson is a financial advisor at Arroyo Investment Group, LLC with 10 years of industry experience. He has been with Arroyo Investment Group since 2017 and has also worked at Capital Research & Consulting, LLC since 2015. Outside of his advisory work, he serves as a Senior Law Enforcement Advisor for the Department of Justice. 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 portfolio screening and regular performance reporting.

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.

Michael Nguyen is a financial advisor with Syndicated Capital, Inc. in Monrovia, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill, MML Investors Services, LLC, MASSMUTUAL Life Insurance Company, and DWTS, LLC. Outside of his advisory work, he serves as CEO of TFML Financial & Insurance Services LLC. Syndicated Capital, Inc. provides money management, portfolio management, and wealth management services to individuals, trusts, corporations, and 401(k) plans, offering customized advisory programs without account minimums and managing over $137 million on a discretionary basis.

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 designation with two years of industry experience. His prior roles include positions at Gideon Strategic Partners, Local Tax, Northwestern Mutual Investment Services LLC, and CFG Wealth Management. He is also active as an insurance agent with Mosley Insurance and Financial Services Inc. Mosley Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm uses a top-down, macroeconomic asset-allocation strategy and incorporates financial planning at no additional fee.

Gladys Limones is a financial advisor at LifeSteps Financial with 18 years of industry experience. She has been with LifeSteps Financial (formerly Foothill Financial Advisors, Inc.) since 2010. Limones holds Series 63 and Series 66 licenses. LifeSteps Financial serves individuals, families, high-net-worth clients, trusts, estates, businesses, retirement plan participants, and charitable organizations. The firm employs an ETF-centric investment approach based on Modern Portfolio Theory, offering discretionary and non-discretionary advisory services alongside integrated financial planning and a bill-payment and reconciliation service.

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.

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 63 and Series 65 licenses and has worked since 2020 as a Fixed Life Insurance Agent at Transpacific Financial, Inc. Prior to his advisory career, he spent several years as a homemaker. 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 uses a variety of investment strategies, including long-term holdings and active trading, and provides access to both in-house and third-party managers.

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® with 11 years of industry experience, currently serving as a financial advisor at Quantum Financial Advisors, LLC since 2022. Prior to joining Quantum, she worked at Abacus Wealth Partners for nine years. 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 emphasizing mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable strategies that incorporate institutional-class funds and active transparent ETFs.

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 with Strategy Asset Managers L.L.C., holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. He is a member of Marstel Senior Homes LLC, involved in the healthcare sector. Strategy Asset Managers advises individuals, high-net-worth and ultra-high-net-worth families, pension and institutional clients, and pooled investment vehicles, offering portfolio management, retirement plan consulting, financial planning, and a Strategy Family Office. The firm employs a range of equity and multi-asset strategies and serves as adviser and sponsor to private funds, providing audited investor reporting and estate planning support.

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.