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.

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.

Hagop Karadanaian is a financial advisor at Lazari Capital Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Western Alliance Bank, Vanderbilt Financial Group, Merrill, Primerica, City National Bank, and Citigroup. Lazari Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and an affiliated private fund. The firm utilizes a variety of investment approaches including fundamental, technical, cyclical, and quantitative analysis, and offers pension consulting services alongside portfolio and wealth management.

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.

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 at Strategy Asset Managers L.L.C. in Pasadena, CA, with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Morgan Stanley, UBS Financial Services, and Holly Street Wealth Advisors. Hulick is also the CEO and founder of Hulick Capital Management, LLC. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm combines fundamental equity selection and quantitative strategies across multiple asset classes and is notable for managing private pooled investment vehicles and providing family office services for very large relationships.

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.

Eric La is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA, holding a Series 65 designation with five years of industry experience. Prior to his current role, he worked at Sophis Real Estate Inc. and California State University, Fullerton. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other entities, providing discretionary portfolio management, participant account management, and standalone financial planning. The firm tailors investment strategies to each client using a combination of fundamental, technical, and cyclical analysis, with portfolios reviewed quarterly and rebalanced as needed.

Charles Bohlen Jr. is a CFA® charterholder with 29 years of industry experience. He has been with SFE Investment Counsel Inc. since 2007. The firm serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. SFE emphasizes asset allocation and a total-return approach, managing portfolios with a concentrated selection of equity positions and combining fundamental, technical, and cyclical analysis alongside fixed-income laddering to manage risk.

Wei Jing is a financial advisor at East West Wealth Advisors LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Cetera and East West Bank. East West Wealth Advisors provides discretionary separately managed accounts for high-net-worth individuals, trusts, and institutional investors, using a goals-based, multi-asset investment approach overseen by an Investment Policy Committee. The firm also sponsors a wrap-fee program and manages portfolios with attention to liquidity and tax-aware transitions.

David Chung is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA, with 22 years of industry experience. He holds a Series 66 designation and has worked at Logic Wealth Management since 2010. His prior experience includes roles at Sophis Real Estate, Inc., Wealth Management Coach, LLC, and Castle Group Investment Counsel, Inc. Outside of his advisory work, he is involved with Sophis Real Estate, Inc. Logic Wealth Management serves a diverse client base including individual investors, trusts, estates, retirement plans, and corporations. The firm provides discretionary portfolio management, account management for retirement and HSA accounts, as well as financial planning and consulting, utilizing a combination of fundamental, technical, and cyclical analysis tailored to each client.

Daniel Beckwith is a CFP® with 11 years of experience in the financial services industry. He has worked at First Financial Consulting since 2018 and previously spent two years with WESCAP Group. Beckwith is based in Pasadena, CA, and holds the Series 66 designation. First Financial Consulting is a team-based firm serving individuals, families, trusts, estates, and closely held businesses. The firm provides financial planning and investment consulting through customizable, project-based or ongoing services, focusing on client-directed implementation without discretionary trading authority.

Hong Tran is a CFP® professional with 16 years of experience in the financial services industry. He has been with Logic Wealth Management since 2010 and also worked at Origin Financial LLC starting in 2021. Tran holds a Series 65 license and provides investment advice and financial planning. Logic Wealth Management serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations. The firm employs a tailored investment approach combining fundamental, technical, and cyclical analysis, managing portfolios with discretionary trading authority and regular reviews.

Rene Rodriguez is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Legend Group before joining Lincoln Investment and K2 Financial Inc. Outside of his advisory work, he is the owner of a website for music enthusiasts and is active as an artist. Lincoln Investment is an SEC-registered investment adviser and broker-dealer with approximately $18.9 billion in assets under management and a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other investment advisers, offering a range of financial planning, custom portfolios, model portfolios, and third-party manager access.

William Chapman is a Personal Investment Advisor (PIA) at Merrill Lynch Wealth Management. In his role at Merrill, he provides financial guidance and investment strategies tailored to client needs. He holds a Bachelor's Degree and a Master's Degree from the Purdue University System. His academic background supports his expertise in wealth management and financial planning.

Jeffrey Locke is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is currently with AWM Capital, LLC, where he has worked since 2023. Prior to this, he held roles at Five Oceans Advisors and has a background that includes various positions in professional sports organizations. Locke serves as Treasurer and Board Member for The 3rd Decade, a nonprofit providing financial education and mentoring to underserved populations. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm manages approximately $1.15 billion through a multi-team staff of 24 advisors, focusing on liability-driven investing and asset allocation using an open-architecture platform.

Chi Zhang is a financial advisor at Logic Wealth Management, LLC with a Series 65 designation and three years of industry experience. Prior to joining Logic Wealth Management, Chi Zhang worked at Olive Asset Management for one year. Chi Zhang has also operated as a solo practitioner attorney since 2015. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other business entities with tailored investment strategies combining fundamental, technical, and cyclical analysis. The firm offers discretionary portfolio management and financial planning, with regular portfolio reviews and rebalancing.

Alex Chalekian is a financial advisor with Lake Avenue Financial LLC in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Lake Avenue Financial and its predecessor firms since 2014 and previously spent 17 years at LPL Financial. Outside of advisory work, he is involved with Disrupter Labs, LLC, a real estate investment and consulting business. Lake Avenue Financial LLC serves individual clients, including high-net-worth and non-HNW individuals, as well as brokerage customers and financial institutions. The firm offers financial planning and portfolio management using customized asset allocation and model-based strategies, combining fundamental, technical, and cyclical analysis with ongoing supervision and rebalancing.

Rachel Liao is a financial advisor at Globalink Wealth Management, LLC in Pasadena, CA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Globalink Wealth Management, she spent several years in educational roles at local schools. Globalink Wealth Management offers financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a range of investment strategies including fundamental and technical analysis, long-term holdings, active trading, and option writing, and provides access to both in-house and third-party discretionary management.

Kevin Lum is a CFP®-credentialed financial advisor with seven years of industry experience. He has worked at Foundry Financial LLC since 2019 and previously spent six years at The Table. Outside of his advisory role, he dedicates time weekly to managing insurance sales. Foundry Financial LLC offers discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and charitable organizations. The firm uses a risk-based, diversified investment approach with adviser-held discretion to manage long-term client portfolios.