Amandeep Singh is a financial advisor at Equanimity Financial Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Pruco Securities LLC, the United States Census Bureau, and California State University Los Angeles. Outside of finance, he was involved with Punjab Indian Market and Cuisine from 2015 to 2021. Equanimity Financial Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers discretionary portfolio management and specialized planning services, constructing individualized portfolios using a range of securities and employing both fundamental and cyclical analysis.

Peng Zhang is a financial advisor with Sagewater Wealth Management LLC in Los Angeles, holding a Series 65 designation and one year of industry experience. Prior to joining Sagewater, he has been employed at Google Inc. since 2006. Sagewater Wealth Management LLC provides discretionary portfolio management through separately managed accounts to individuals, high-net-worth clients, retirement accounts, trusts, and small businesses. The firm employs a concentrated, value-oriented investment approach focused on long-term ownership and margin-of-safety discipline, offering performance-based fee arrangements and the use of options and derivatives for income or risk management.

Han Cho is a financial advisor with Positive Delta Asset Management LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Positive Delta since 2011. Outside of advisory work, he holds a California real estate broker license and has been involved with real estate brokerage activities. Positive Delta Asset Management provides separately managed account services to individual and institutional clients, offering a Global Alpha multi-asset ETF strategy and customized portfolio management. The firm manages client assets using quantitative models and maintains transparency through client-held custody arrangements.

Matthew Crisafulli is a CFP® with 11 years of industry experience, currently serving at Acap Asset Management, Inc. since 2014. He holds the Series 65 designation and works from Studio City, CA. Acap Asset Management, Inc. provides investment advisory services to individuals, trusts, and pension/profit-sharing plans, offering tailored portfolios that include a variety of securities and incorporate both fundamental and technical analysis. The firm integrates investment management with tax and retirement-plan consulting services, supported by its affiliation with a Certified Public Accountant.

Bin Hong is a financial advisor with Corrigit Capital Group in Pasadena, CA, holding a Series 65 designation and eight years of industry experience. Prior to joining Corrigit in 2018, he worked at KPMG from 2014 to 2017 and FengXian Quant from 2011 to 2018. Corrigit Capital Group provides discretionary investment management and advisory services to high-net-worth individuals, charitable organizations, and businesses. The firm manages portfolios using fundamental and technical analysis, cyclical monitoring, and a variety of investment instruments, serving a small client base through a team of three advisors.

Patricia Alexander is a financial advisor with Mission Street Wealth Planning in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked with Mission Street Wealth Planning since 2003 and also serves as a professional fiduciary advisor at Private Trust Management Group, where she acts as a private trustee and estate administrator. Mission Street Wealth Planning provides financial planning and portfolio management services to individuals, families, small business owners, health care professionals, and various committees, emphasizing diversified, research-based investment strategies implemented on a non-discretionary basis.

Samantha Powell is a financial advisor at New River Investments in Los Angeles, CA, holding a Series 65 designation with eight years of industry experience. She has been with New River Investments since 2014. New River Investments provides discretionary portfolio management to individuals, high-net-worth clients, and certain business entities through separately managed accounts and by advising a related private fund. The firm utilizes a combination of charting, fundamental, technical, cyclical, and statistical analysis and employs a range of trading strategies, including the use of derivatives.

Harold Davidson is the principal of Harold Davidson & Associates, Inc. in Los Angeles, CA, with 28 years of industry experience. He has worked at Harold Davidson & Associates since 1973. Harold Davidson & Associates, Inc. manages approximately $358 million in discretionary assets for individuals, trusts, retirement plans, and other entities. The firm offers portfolio management, financial planning, and retirement plan consulting using fundamental analysis and a combination of long- and short-term strategies across various asset classes, including public securities and private real estate investments.

Charles Lee is a financial advisor at The Sterling Group in Pasadena, CA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Odyssey Wealth Design and LPL Financial. The Sterling Group is a team-based advisory firm serving individuals, trusts, estates, retirement plans, and business entities with discretionary asset management and financial planning. The firm emphasizes customized asset allocation, diversification, and periodic rebalancing, and may engage third-party portfolio managers while maintaining oversight and direct client contact.

Janet Gerlings is a CFP® professional with nine years of industry experience. She joined Mana Financial Life Design in 2023 after seven years at Foothills Financial Planning, Inc. Mana Financial Life Design serves individual and high-net-worth clients as well as employer plan sponsors, providing financial life planning, discretionary investment management, employee benefit plan advisory, estate planning support, and project consulting. The firm employs a long-term investment approach focused on liquid, low-cost ETFs and mutual funds, combined with active tax management and selective use of more active strategies consistent with client objectives.

Yeewa Chu is a financial advisor with Eagle Investors LLC, holding a Series 65 designation and no prior industry experience. Her work history includes roles at Discovery Behavioral Health and RnO Billing and Consulting. She is also involved in an S corporation, Turning Points Entities, which provides data analytics services. Eagle Investors serves individual clients through a fee-based subscription platform and one-time online advising sessions, offering both impersonal trade recommendations and personalized, non-discretionary financial advice. The firm focuses on active trading education and short-term strategies, delivering real-time trade alerts and technical analysis via a Discord platform that incorporates AI-generated analysis.

Robert Gipson is a CFA® charterholder with 13 years of industry experience. He is a managing shareholder and board member of Gipson Hoffman & Pancione, a law firm he founded, and has served as a director of Wolfgang Puck Worldwide, Inc. since 2007. Gipson also holds executive roles in business consulting and bookkeeping firms. He is a principal at Alpha Analytics Investment Group LLC, which provides advisory and portfolio management services primarily to individual and high-net-worth clients, trustees, and corporate plans. The firm employs a globally diversified, asset-allocation driven approach emphasizing low-cost institutional funds and customized portfolio construction based on each client’s goals and risk tolerance.

Zully Ruiz is a financial advisor with BlackLines Financial in Los Angeles, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining BlackLines Financial in 2025, she worked at Northwestern Mutual in various capacities from 2022 to 2025. Before entering the financial industry, she spent nine years in the hospitality sector. BlackLines Financial serves individual and high-net-worth clients as well as business entities, providing discretionary portfolio management, retirement and pension plan services, and financial planning through its WealthBuilder and Mastery programs. The firm employs client-specific investment policy statements and long-term trading strategies, and it offers advisory-based insurance products alongside other financial services.

Justin Tolton is a financial advisor at Tolton Asset Management, LLC in Los Angeles, CA, with seven years of industry experience. He holds a Series 63 designation and has a background that includes ownership and operation of a public accounting firm since 1982. Tolton Asset Management is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a non-discretionary advisory model, emphasizes diversified portfolios with a tilt toward smaller-company and value exposures, and operates an affiliated CPA practice offering tax and accounting services.

Yuan Tang is a financial advisor at Corrigit Capital Group with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade Investment Management, TD Ameritrade, Scottrade, and Morgan Stanley. Corrigit Capital Group provides discretionary investment management and advisory services to high-net-worth individuals, charitable organizations, and businesses. The firm manages approximately $21.5 million in assets through a three-advisor team, utilizing fundamental and technical analysis across a range of investment instruments including equities, ETFs, mutual funds, fixed income, options, and structured notes.

Kavi Virk is a financial advisor at Veda Financial Investment Advisory with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Eagle Strategies, NYLife Securities LLC, New York Life Insurance Co, and Banc of America Investment Services. Outside of his advisory role, he serves as Vice-President and board member of the Georgetown University Alumni Association in Los Angeles. Veda Financial provides discretionary, value-oriented portfolio management and financial planning services to individuals, trusts, corporations, retirement plans, and charitable organizations. The firm employs a bottom-up, fundamental value-investing approach with active management tailored to clients’ time horizons and liquidity needs.

Kenneth Cagnolatti is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He currently works at Anchor & Oak Wealth Advisors, where he has been since 2026. Prior to this, he spent five years with Wells Fargo Clearing Services and one year at Wells Fargo Bank. Anchor & Oak Wealth Advisors provides discretionary portfolio management, financial planning, and qualified retirement plan consulting. The firm primarily serves plans, other RIAs, corporations, charities, and institutional clients, using a combination of fundamental and technical analysis, modern portfolio theory, and model portfolios in their investment approach.

Stephen Scherer is a financial advisor with Private Financial Counseling in Los Angeles, CA, with 28 years of industry experience. He has been a partner and president of Scherer & Bradford, a law firm, since 1992. Scherer has worked at PFC Capital Group, Inc. since 1981. Private Financial Counseling provides discretionary wealth management and portfolio management primarily to individuals and high-net-worth families, as well as trusts, retirement-plan participants, corporations, and charitable organizations. The firm combines proprietary quantitative selection methods with fundamental and third-party research to manage portfolios over medium- to long-term horizons.

Christopher Haydel is a financial advisor at Equanimity Financial Partners with 34 years of industry experience. He holds a Series 63 designation and has worked at Arete Wealth Management LLC and co-founded Haydel, Biel & Associates, where he serves as president and managing principal. He is also a manager of Zoic Management Investors, an investment-related business. Equanimity Financial Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and business clients. The firm constructs individualized portfolios using a range of securities and employs fundamental and cyclical analysis in its investment process.

Vick Khoboyan is a financial advisor at Harold Davidson & Associates, Inc. with six years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including F/M Investment LLC, Gries Financial Partners, and First Western Capital Management. Harold Davidson & Associates provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, pension plans, and businesses. The firm manages approximately $390.5 million across about 237 client relationships, offering individualized investment strategies and advising on employer retirement plans and private pooled vehicles such as real estate limited partnerships.