Suzanne Muniz is a CFP® professional with 12 years of industry experience, currently an advisor at AIS Asset Management. She previously worked at City National Bank for nine years and is the owner of Ms. Fiscal, a financial coaching business focused on teaching women how to manage their finances. AIS Asset Management is a small registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension plans, and small businesses. The firm offers discretionary portfolio management with two service tiers, using fundamental analysis and tailored asset-allocation strategies that may include derivatives within a structured risk framework.

Larry Yu is an investment advisor at Castle Group Investment Counsel, Inc. with eight years of industry experience. He holds Series 63 and Series 65 designations and has prior roles at Fortune Securities, Inc. and Evergreen Realty & Associates. Outside of his advisory work, he owns Feather Insurance & Financial Services, which sells fixed life, annuity, health, and property and casualty insurance. Castle Group Investment Counsel, Inc. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm combines fundamental and technical analysis with client risk profiling to tailor portfolios and accepts discretionary authority to manage client accounts accordingly.

Samuel Hwang is a financial advisor at AIS Asset Management with 13 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at City National Bank from 2016 to 2021 before joining AIS Asset Management in 2021. AIS Asset Management is a small registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension plans, and small businesses. The firm offers discretionary portfolio management and financial advice, employing fundamental analysis and tailored asset-allocation strategies with two service tiers to meet client needs.

Scott Colton is a CFP® professional with 24 years of industry experience, currently serving at Colton Wealth Management since 2009. He holds Series 63 and Series 65 licenses and operates from Arcadia, CA. Colton Wealth Management provides personalized financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm follows a fee-only model and emphasizes a long-term, asset allocation-based approach using institutional-class mutual funds, ETFs, fixed-income securities, and certificates of deposit, while also offering concurrent tax services alongside comprehensive financial planning.

Abigail Chao is a financial advisor at Cosmos Wealth, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services and tru Independence Asset Management. Outside of advising, she is employed by TELUS International. Cosmos Wealth is an SEC-registered investment adviser offering discretionary portfolio management, financial planning, and project-based consulting primarily for individual clients. The firm’s investment approach incorporates multiple analytical methods and includes options and alternative investments within client programs.

Ling Lu is a financial advisor at IFMGroup with 20 years of industry experience. He holds a Series 66 designation and has been with Investment & Financial Management Group since 2006. Outside of his advisory role, Ling Lu serves as president of a life insurance agency in Monrovia, CA. IFMGroup provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation approach combining passive index funds and ETFs with selective active funds and manages roughly $4 million in assets across seven client accounts.

Joshua is a Tenured Professor of Business who works with people across the country on their finances. He has over 20 years of financial services experience including as a credit union executive and a partner in an independent tech stock research firm during the late 90s. Joshua has been quoted in Forbes, Consumer Reports, CNBC, US News & World Report, and many other media. Joshua works with all types of people, but he does specialize in helping people navigate two of the great adventures in life: growing a business and building a family. Through comprehensive financial planning, he guides business owners, young professionals, and other clients toward living their great life, both now and in the future. From Joshua: ------------------ I believe financial planning should be a profession rather than an industry - that advisors should act more like doctors than car salesmen. When you go to a doctor, you expect the best diagnosis for your health, not to be sold a product. The same should be true of your financial planner. Before I began my journey to becoming a financial advisor, I wanted to make sure I would be entering a profession. Teaching is a profession because it is dedicated to improving the lives of the students, not enriching the professors. Sadly, what I saw in much of financial planning was an industry that created products and hired sales representatives to push the products. But I also saw a noble version of financial planning as a service profession where a trusted advisor helped guide clients toward their life goals. I take an integrated approach that considers your entire financial picture. Planning goes beyond investments and retirement to incorporate cash flow analysis, tax planning, risk management, business advising, career development, debt management, estate planning, and more. I view money as a tool to help you achieve your great life, both now and in the future. I begin by understanding your life goals and then develop your plan to help you achieve them. Every plan and every recommendation is designed with one goal in mind: to get you to your goals.

Peter Voss is a financial advisor at Clearwave Capital with 41 years of industry experience. He holds a Series 63 designation and previously worked at CommonWealth Financial Network and Cunningham & Voss Financial Services. In addition to his advisory role, he spends a significant portion of his time selling fixed insurance products, including health insurance and employee benefits. Clearwave Capital serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio and asset management, financial planning, and retirement plan consulting. The firm employs a multifaceted investment approach that includes fundamental and quantitative analysis, asset-allocation strategies, and use of sub-advisors to support implementation and oversight.

Andrey Danilenko is a Series 65-licensed financial advisor with 22 years of industry experience. He has been managing FortRoss Capital Management, LLC since 2003. In addition to his advisory role, Mr. Danilenko is a Managing Partner at Tagora Capital LLP, a consulting firm based in the United Kingdom. FortRoss Capital Management serves private investment companies and high-net-worth individuals, specializing in hedge-fund–style advisory services. The firm employs a quantitative market-timing strategy across multiple asset classes and focuses on concentrated, short-term trading with discretionary mandates.

Kayla Phillips is a CFP® and holds a Series 66 license, with two years of experience in financial advising. She has worked at Purposeful Strategic Partners since 2025 and previously held roles at St. Clair Financial and RW Baird. Purposeful Strategic Partners serves individuals and small businesses, offering financial planning, investment management, business coaching, and retirement plan advising. The firm emphasizes strategic asset allocation with low-cost funds and ETFs, ongoing client education, and supports clients through a variety of engagement models, including subscriptions and assets-under-management.

Garrett Cunningham is a financial advisor with Clearwave Capital who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He previously worked at CommonWealth Financial Network and Cunningham & Voss Financial Services. In addition to his advisory role, he spends a portion of his time selling individual and group medical, dental, fixed life, and disability insurance products. Clearwave Capital serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio and asset management, financial planning, and retirement plan consulting. The firm employs a diversified investment process that includes fundamental and quantitative analysis, asset allocation strategies, and may use margin, options, and alternative investments, often working with sub-advisors to implement and oversee accounts.

Mark Bindon is an advisor at McClure Investment Management, LLC with one year of industry experience. His prior work includes roles at ESS Technology, Inc., Bloom Energy, Turntide Technologies, and Liquid Robitics. McClure Investment Management provides discretionary portfolio management, advisory consulting, and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm serves primarily individual clients, including high-net-worth individuals, using a tailored investment process that incorporates fundamental and cyclical analysis, modern portfolio theory, and model portfolios, with the potential for short-term trading and use of leverage.

Christopher De Lorimier is a financial advisor at O'Connor Wealth Management, Inc. with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has been with O'Connor Wealth Management since 2014. In addition to his advisory role, he operates a tax preparation and planning business, Crown City Tax Planning, and is licensed as an independent insurance agent. O'Connor Wealth Management serves individuals, trusts, estates, and charitable organizations, offering discretionary wealth management combined with issue-specific financial planning. The firm focuses on strategic, long-term asset allocation using a variety of investment vehicles and manages client accounts with continuous monitoring tailored to client preferences.

John O'Connor is a financial advisor with O'Connor Wealth Management, Inc. in Monrovia, CA, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with O'Connor Wealth Management since 2012 and previously worked at Reged Financial Training. Additionally, he is licensed as an insurance agent and occasionally underwrites term life insurance and annuity products. O'Connor Wealth Management serves individuals, trusts, estates, and charitable organizations, offering a Wealth Management Service that combines discretionary investment management with ongoing, issue-specific financial planning. The firm emphasizes strategic, long-term asset allocation and creates customized portfolios using a range of investment vehicles while managing client accounts on a discretionary basis.

Juliet Mc Clure is a financial advisor at McClure Investment Management, LLC with a Series 65 designation and one year of industry experience. Prior to founding her firm, she held roles at companies including GUESS, Inc and Alo Yoga. McClure Investment Management provides personalized discretionary portfolio management, investment consulting, and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $64 million in discretionary client assets and employs a combination of fundamental and cyclical analysis alongside modern portfolio theory, offering services such as ERISA-focused pension consulting and regular portfolio reviews.

Yang Gao is a financial advisor with IFMGroup in Monrovia, CA, holding a Series 65 credential and four years of industry experience. Prior to joining IFMGroup, Gao worked at Transpacific and Verity Insurance Services. He also acts as an independent insurance agent affiliated with Transpacific, assisting clients with life and annuity product selection. IFMGroup provides personalized financial planning and investment management to a range of clients, including individuals, pension plans, trusts, and small businesses. The firm employs a core-and-satellite asset allocation strategy focused on global diversification and manages approximately $4 million across seven client accounts.

Yinyi Chen is a financial advisor with Castle Group Investment Counsel, Inc. in Arcadia, CA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. Chen has worked with Castle Group since 2002 and has also been affiliated with Fortune Securities, Inc. since 1995. Outside of advisory work, Chen serves as a real estate agent at Golden Orange Realty Inc. Castle Group Investment Counsel provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs investment strategies that incorporate fundamental and technical analysis, along with a cyclical approach, tailoring portfolios based on client interviews and risk assessments.

Joshua Colton is a CFP® professional with six years of experience, currently serving at Colton Wealth Management in Arcadia, CA. He has previously worked at Lucas, Horsfall, Murphy & Pindroh, LLP and has been involved with Colton Wealth Management since 2017. Outside of his advisory role, he teaches Financial Planning as an adjunct online instructor at Brigham Young University - Idaho and serves as secretary and founding board member of the Wealth Management Professional Association, a 501(c)(3) charity supporting students preparing for licensing exams. Colton Wealth Management provides personalized financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm follows a long-term buy-and-hold investment approach focused on asset allocation, using institutional-class mutual funds, ETFs, fixed-income securities, and certificates of deposit, and offers integrated tax services alongside comprehensive financial planning.

Tobin Wills is a CFP® with 31 years of industry experience, currently serving at Optima Capital LLC. His prior roles include positions at Royal Alliance Associates, Signator Investors, and Zahorik Financial and Insurance Services. Outside of finance, he is a certified flight instructor specializing in military and tactical aviation. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm uses a range of investment strategies including ETFs, mutual funds, and model portfolios, and employs analytical methods such as modern portfolio theory and fundamental analysis.

Kevin Kurimoto is a CFP® and CFA® with 23 years of industry experience. He is a co-owner and Chief Investment Officer at K2 Financial Inc., where he has worked since 2019. His prior experience includes 11 years at Legend Equities Corporation and nine years at Lincoln Investment. Outside of his advisory role, Kurimoto serves as Treasurer and board member of the Glendora Public Library Friends Foundation, where he reviews investment recommendations for the foundation’s endowment. K2 Financial provides wealth and investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm’s investment approach is primarily long-term and tailored to each client, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party managers.