Crystal Jamieson is a financial advisor at Pasadena Private Wealth, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, Stifel Nicolaus & Co Inc, and Wells Fargo Advisors. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, offering asset management, financial planning, retirement plan consulting, and private fund management. The firm employs a fundamental analysis approach with model-driven portfolios and third-party managers, managing over $1.2 billion in assets across multiple offices.

Leonard Smith is a financial advisor at Legacy Investment Strategies, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Crown Capital Securities. Additionally, he is involved with MGM Financial Group, where he provides income tax preparation and accounting services. Legacy Investment Strategies serves individual and high-net-worth clients, as well as small businesses, trusts, estates, pooled vehicles, and charities, offering portfolio management, financial planning, and third-party manager referrals. The firm uses asset allocation and security selection based on fundamental and technical analysis, with regular account reviews and tax-loss harvesting when appropriate.

Brent Mason is a financial advisor with Mason & Associates, Inc. in Los Angeles, CA, where he has worked since 2007. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Outside of advisory work, he serves as a board member for Rosemary Children's Services, a nonprofit organization. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering personalized financial planning and investment management services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes strategic asset allocation, global diversification, and client-specific investment policies.

Thomas Carr Jr. is a CFP® professional with 29 years of experience in the financial services industry. He has been with Gould Asset Management LLC in Claremont, CA, since 2002. Gould Asset Management provides discretionary investment management to individuals, retirement plans, trusts, foundations, and other institutional clients. The firm’s investment approach emphasizes long-term, risk-aware diversification, cost control, and tax sensitivity, utilizing a range of public-market strategies along with access to certain private investments for qualified clients.

Ericson Shi is a financial advisor at East West Wealth Advisors LLC in Pasadena, CA, with three years of industry experience. He holds the Series 66 designation and has worked previously at Cetera and Morgan Stanley. Outside of his advisory role, he performs administrative duties for PRJ Group, a real estate investment business. East West Wealth Advisors provides discretionary separately managed account advisory services for high-net-worth individuals, trusts, and institutional investors, using a goals-based, multi-asset investment framework overseen by an Investment Policy Committee.

M’lissa Brillhart is a financial advisor at LifeSteps Financial with six years of industry experience. She holds a Series 65 designation and has a background that includes roles at several real estate firms, such as Champions Real Estate and Realty Masters & Associates. LifeSteps Financial serves a diverse client base including 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, incorporating tactical asset allocation and regular portfolio rebalancing, alongside integrated financial planning and specialized services such as bill payment and reconciliation.

Andrew Hyer is a CFP® with 21 years of industry experience, currently serving at Dorsey, Wright & Associates, LLC since 2004. He is based in Pasadena, CA and holds a Series 65 license. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach focuses on technical analysis using Point & Figure charting and relative strength methods applied across multiple asset classes through rules-based products.

Karinaitzel Lopez is an advisor at Scout Wealth Advisors LLC with one year of industry experience. Her prior work includes roles at Scout Financial, We First, Inc, and MJ Resource Management. Scout Wealth Advisors serves individuals, trusts, retirement plans, and business clients, offering asset management, financial planning, and retirement plan consulting. The firm employs a tailored, fiduciary approach focused on long-term positioning using fundamental and technical analysis, with an emphasis on ETFs, equities, and mutual funds.

Paul Selsor is a financial advisor at Oakwood Capital, Inc. in Pasadena, CA, with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Oakwood Capital in 2023, he was associated with Kestra Advisory Services and Kestra Investment Services. Outside of his advisory role, he is a principal at FM Financial Services, Inc., where he oversees health and welfare business activities. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, managing approximately $260 million in client assets. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary strategies through a combination of in-house and third-party model portfolios.

Zhuoli Wang is a financial advisor at Globalink Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Globalink Securities, Inc. and TransGlobal Advisory LLC. Outside of advising, he is a fixed insurance agent at Globalink Insurance, LLC. Globalink Wealth Management offers financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies, including fundamental and technical analysis, and provides both in-house and third-party management options.

Joseph Traba is a financial advisor with Strategy Asset Managers L.L.C. in Pasadena, CA, holding a Series 63 designation and 28 years of industry experience. His career includes roles at The Leaders Group, Inc. and Stonemark Wealth Management (formerly Wespac Advisors Socal LLC). In addition to advising, he is involved in the sales and marketing of insurance products through Strategy Insurance Services, LLC. Strategy Asset Managers manages approximately $741.5 million on a discretionary basis, providing investment management, financial planning, and retirement plan consulting to individuals, pooled investment vehicles, and institutional sponsors. The firm employs a range of equity strategies supported by fundamental research and offers both discretionary portfolio management and model strategies to third-party program sponsors.

Chung Ping Li is a financial advisor at Griffinest Asia Asset Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Griffinest Asia since 2019. In addition to his advisory role, he is a licensed real estate agent affiliated with Coldwell Banker Dynasty, where he has been active since 2013. Griffinest Asia Asset Management primarily serves high-net-worth individuals, corporations, and institutional clients by providing discretionary portfolio management and personalized financial planning. The firm customizes portfolios based on client risk tolerance and objectives, investing across domestic, foreign, and alternative securities.

William Lavelle is a CFA® charterholder with 12 years of industry experience. He is currently with East West Wealth Advisors LLC and previously worked at Cetera, Bank of America, Merrill, and City National Rochdale. In addition to his advisory role, he provides banking services for East West Bank, including lending and managing client banking requests. East West Wealth Advisors offers discretionary separately managed account services to high-net-worth individuals, trusts, and institutional investors. The firm utilizes a goals-based, multi-asset investment approach overseen by an Investment Policy Committee and operates as a wholly owned subsidiary of East West Bancorp.

Liam Critchett is a financial advisor at Strategy Asset Managers L.L.C. in Pasadena, CA, holding a Series 65 designation. He joined the firm in 2025 and has prior experience at Westmont College and Loyola Marymount University. Strategy Asset Managers manages approximately $741.5 million on a discretionary basis, providing investment management, financial planning, and retirement plan consulting to individuals, pooled investment vehicles, and institutional sponsors. The firm employs a range of equity strategies and utilizes a mix of individual equities, ETFs, mutual funds, fixed income, and alternatives supported by fundamental research.

Connie Chang is a financial advisor at East West Wealth Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining East West Wealth Advisors, she worked at East West Bank and Deloitte & Touche LLP. East West Wealth Advisors provides discretionary separately managed account advisory services to high-net-worth individuals, trusts, institutional investors, and other entities, using a goals-based, multi-asset investment approach overseen by an Investment Policy Committee.

Mitchell Crocker is a financial advisor at Mason & Associates, Inc. in Los Angeles, CA, holding a Series 65 credential with two years of industry experience. Prior to joining Mason & Associates, he worked for seven years at Petersen International Underwriters. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with financial planning, investment management, and limited-scope hourly planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing strategic and tactical asset allocation, sector rotation, and global diversification.

Michael Stewart is a CFA® charterholder with 21 years of industry experience. He is an advisor at LK&A Investment Counsel, a Pasadena-based firm with a two-advisor team. LK&A Investment Counsel provides discretionary investment management primarily to high net-worth individuals, as well as trusts, foundations, and limited liability companies. The firm focuses on larger-capitalization equities with long-term earnings growth, maintaining relatively concentrated portfolios and a long-term holding strategy, while fixed-income portfolios are constructed through bond ladders informed by fundamental research and macroeconomic analysis.

Chad Germann is a financial advisor at First Financial Consulting in Pasadena, CA, with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with First Financial Consulting since 2011. First Financial Consulting provides financial planning and investment consulting to individuals, families, trusts, estates, and closely held businesses. The firm offers customizable services focused on retirement planning, tax and cash-flow analysis, education funding, estate planning, charitable giving, and business succession, primarily on a non-discretionary basis without taking custody of client assets.

Jacob Gorman is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Lincoln Investment. His prior roles include positions at Fidelity Investments, Bank of America, Merrill, and K2 Financial. Outside of his advisory work, he serves as treasurer for the Rotary Club of Glendora, managing financial reporting and processing donations for the nonprofit. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, and corporations, providing a range of financial planning and investment management services through both advisor-managed and programmatic strategies.

Mark Paul Juloya is a financial advisor with Syndicated Capital, Inc., holding a Series 66 license and 16 years of industry experience. Prior to joining Syndicated Capital in 2022, he worked at Creative Benefits, Inc. and Ameritas Life Insurance Corp. Juloya has been involved in benefits consulting and fixed insurance sales to business owners and their employees. Syndicated Capital, Inc. provides money management, portfolio management, and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm manages assets on both discretionary and non-discretionary bases, offering customized advisory programs tailored to clients’ objectives and risk tolerance.