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.

Amber Shrosbree is a CFP® professional with eight years at Eclectic Associates, Inc. and five years of industry experience. Prior to joining Eclectic Associates, she worked at Integrated Procurement Technologies and Westmont College. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving approximately 1,200 client relationships, including individuals, trusts, charities, and businesses. The firm uses a fiduciary approach with diversified portfolios based on Modern Portfolio Theory and provides integrated financial planning and discretionary investment management.

Liam Critchett is a financial advisor at Strategy Asset Managers L.L.C. in Pasadena, CA, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Westmont College and Loyola Marymount University. 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 employs a combination of fundamental equity selection and quantitative strategies across various asset classes and also provides family office services and fund sponsorship.

Kyle Schneider is a CFP® and ChFC® with 29 years of industry experience. He has been with Chatterton & Associates since 2004 and is also associated with Osaic Wealth. Schneider holds Series 63 registration and is based in Anaheim, CA. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, providing asset management, financial planning, and retirement plan consulting. The firm employs a top-down approach in asset allocation, primarily advising on a non-discretionary basis, and offers additional services such as tax preparation and business advisory through internal departments.

Drew Marinelli is a financial advisor with IBN Advisory Services, Inc. He holds a Series 65 designation and has three years of industry experience. Prior to joining IBN Advisory, he worked at Gerber Kawasaki Wealth & Investment Management, Pacific Advisors, and Marinelli & Feldman MDS. He also has experience with Building Blocks VC and worked at Loyola Marymount University. IBN Advisory Services, Inc. provides asset management and financial planning to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses multiple internal investment teams and third-party managers to develop individualized client portfolios based on investment policy statements.

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.

Shanshan Wang is a financial advisor at Griffinest Asia Asset Management, LLC with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Griffinest Asia Securities, LLC since 2011. Outside of finance, Wang serves as Secretary of Taste Memory Corp, a food catering and provider business. Griffinest Asia Asset Management offers discretionary portfolio management and investment advisory services primarily for high-net-worth and qualified clients, as well as corporate and institutional accounts. The firm customizes portfolios based on client risk tolerance and objectives, implementing strategies across a broad range of securities and conducting quarterly portfolio reviews.

Donald Gould is a financial advisor at Gould Asset Management LLC with 23 years of industry experience. He has been with the firm since 1999 and holds a Series 63 designation. Outside of his advisory role, he serves as a trustee on the Pitzer College Board of Trustees. Gould Asset Management LLC provides discretionary portfolio management for individuals, retirement plans, trusts, foundations, and institutions. The firm offers tailored accounts, sub-advisory services, and access to private market investments, employing a range of strategies focused on risk-adjusted returns, diversification, and cost management.

Peter Chen is a financial advisor at Stonemark Wealth Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Stonemark (formerly Wespac Advisors SoCal LLC) since 2011 and with The Leaders Group Inc. since 2014. Stonemark Wealth Management is a team-based registered investment adviser providing discretionary portfolio management, financial planning, and consulting services to individuals, trusts, and retirement plans. The firm manages approximately $610 million across nearly 400 client relationships and employs customized model portfolios combined with fundamental and technical analysis, including option strategies and selective use of leveraged ETFs.

Chelsea Pittman is a Series 65-licensed advisor with Abraham & Co., Inc., bringing one year of industry experience. She has held prior roles in the technology sector, including positions at Dropbox and Freshworks. Outside of her advisory work, she continues to work full-time as an Account Executive at Dropbox, focused on software sales to business IT departments. Abraham & Co., Inc. provides discretionary private asset management and related advisory services primarily to individual and high-net-worth clients. The firm uses client-specific investment profiles combined with various analytical methods to develop diversified fixed-income, income-oriented, balanced, and growth strategies.

Alexander Goldberg is a Certified Financial Planner™ (CFP®) with 15 years of industry experience. He has worked at McIlrath & Eck, LLC since 2022 and previously held various roles at Northwestern Mutual from 2009 to 2022. Goldberg is also affiliated with insurance companies that offer non-variable life, health, and annuity products. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages approximately $1.152 billion on a discretionary basis and creates customized portfolios using a blend of active and passive strategies guided by Modern Portfolio Theory.

Carlos Perez is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA, with six years of industry experience. He holds a Series 65 designation and has been working with Perez Company since 1997. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other business entities. The firm provides discretionary portfolio management, participant account management, and standalone financial planning, using a combination of fundamental, technical, and cyclical analysis tailored to each client.

Vincent Tropea is a CFP® credentialed advisor with 32 years of industry experience. He is currently with RBC Securities, Inc and has worked previously at City National Securities, Inc for 16 years. RBC Securities, Inc provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm’s investment management is delegated to RBC Rochdale, which constructs and manages portfolios using mutual funds, ETFs, SMAs, and individual securities.

Lawrence Brown is a financial advisor at Wedbush Securities Inc. with 44 years of industry experience. He holds a Series 63 designation and has worked at Wedbush Morgan Securities since 2002, following four years at Morgan Stanley DW Inc. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm offers a range of services such as wealth management, fixed income, commodities, and securities lending, with portfolio strategies tailored to client objectives.

Michael Krmpotich is a financial advisor at Wedbush Securities Inc. with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Stifel Nicolaus, RBC Capital Markets, and Wells Fargo Investments. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and institutional research, with portfolio management tailored to client objectives and risk tolerances.

Jobani Sanabria is a financial advisor at Alexander Capital Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Outside of advisory work, he is involved as an insurance agent selling annuities and life insurance. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through discretionary and non-discretionary wrap-fee accounts. The firm uses a combination of cyclical, technical, and fundamental analysis alongside due diligence and employs both long- and short-term trading strategies.

Jimmy Wu is a financial advisor at Packerland Brokerage Services, Inc. with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has previous experience at Foresters Equity Services, Inc. and United Alliance Insurance, where he is involved in agent training and recruiting as well as personal insurance sales. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through various platforms including firm-managed portfolios and third-party co-advisory arrangements. The firm combines individualized financial planning with discretionary or non-discretionary account management and offers tools such as separately managed accounts and automated rebalancing.

Andrew Eismont is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and 32 years of industry experience. He has been with Wedbush Morgan Securities Inc. since 2007 and has worked at Brookstreet Securities since 1999. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients across a range of asset classes and strategies, including wealth management, fixed income, commodities, and capital markets. The firm offers discretionary and non-discretionary portfolio management and support services such as custodial, clearing, and prime services.