Hugh Meyer is a financial advisor at Highline Wealth Partners with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. Highline Wealth Partners is a registered investment adviser serving individuals, trusts, foundations, retirement plans, and business entities. The firm provides investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, with portfolio decisions centralized through an Investment Committee.

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.

Bronson Feuer is a CFP® professional with one year of experience in the financial services industry. He is currently with Vance Wealth, LLC and has prior experience at 360 Business Management, BDO USA, Deloitte Tax LLP, Southern Methodist University, and the University of Washington. Vance Wealth is a multi-advisor investment advisory firm serving individuals, trusts, estates, businesses, retirement plans, charitable organizations, and financial institutions. The firm employs a long-term, fundamental analysis approach and offers discretionary wealth management, financial planning, business consulting, and retirement plan advisory services.

Daniel Frattali is a financial advisor at HS Wealth Partners with nine years of industry experience. He holds a Series 65 designation and has prior experience at Cambridge Investment Research Advisors. In addition to his advisory role, Frattali is president of Frattali & Co, Inc., a CPA and tax preparation firm. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates. The firm provides discretionary investment management and comprehensive financial planning with a primarily long-term, fundamental investment approach.

David Yoshioka is a financial advisor at Highline Wealth Partners with 24 years of industry experience. He holds a Series 65 designation and has worked at Charlesworth & Rugg, Inc. since 2016, as well as at P.H. Group since 2005. Outside of advising, he serves as the Chief Operations Officer for P.H. Group, an insurance company. Highline Wealth Partners is a registered investment adviser serving individuals, trusts, foundations, retirement plans, and business entities. The firm offers investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, with portfolio decisions centralized through an Investment Committee that oversees asset allocation and fund selection.

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.

James Ellis is a financial advisor at J K R & Company, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J K R & Company since 1999. Outside of his advisory work, he operates a sole proprietorship that sells term insurance and conducts presentations. J K R & Company functions as a team investment adviser and broker-dealer serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $136 million in client assets and advising on about $179 million in retirement plan assets.

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.

John Odell is a CFP® professional with 36 years of experience in the financial services industry. He is a principal at Arroyo Investment Group, LLC in Pasadena, CA, where he has worked since 1995, and has held roles at related firms including Capital Research Brokerage Services, LLC and Capital Research & Consulting LLC. Outside of his advisory work, he is a managing partner of a non-investment property known as Diamond L Ranch. Arroyo Investment Group is a fee-only investment management and financial planning firm serving individuals and institutional clients such as pension plans, trusts, and charitable organizations. The firm uses a discretionary, model-driven approach focusing on no-load mutual funds and provides regular portfolio reviews and performance reporting.

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.

Sierra Cappella is a Series 65-licensed advisor with Vance Wealth in Santa Clarita, CA, joining the firm in 2025. She has diverse work experience including roles at True Barre and In-N-Out Burger. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, and other entities, offering wealth management, discretionary investment management, financial planning, and business consulting. The firm employs a long-term, fundamentally driven investment approach that emphasizes customized portfolios using ETFs, mutual funds, and other securities.

Lionel Tapiero is a financial advisor with Highline Wealth Partners, holding a Series 65 designation and 12 years of industry experience. Prior to joining Highline Wealth Partners in 2020, he worked at Stackin Financial, LLC and Logica Capital Advisers, LLC. Outside of advising, he serves as Sales Vice President at Transunion LLC, where he leads a sales team and oversees product strategy and analytics. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm centralizes portfolio decisions through an Investment Committee and provides participant education and enterprise support services, combining these with private real estate offerings and family office capabilities.

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.

Reed Bender is a Series 65-licensed advisor with Robert L. Bender, Inc. dba Robert Bender & Associates in Pasadena, CA. He has been with the firm since 1997. Robert Bender & Associates provides asset and portfolio management services to individual investors, high-net-worth individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs a combination of fundamental and technical analysis and manages over $510 million in discretionary assets with a focus on suitability, rebalancing, and tax-loss harvesting.

Jonathan Rugg, CFA, is a financial advisor with Highline Wealth Partners and has 15 years of industry experience. He has been with Highline and its predecessor entities since 2016. In addition to his advisory role, Mr. Rugg is the co-founder and CEO of Altirr Inc., a financial industry services technology company providing alternative investment analysis and reporting tools. He also serves as Founder, President, and CCO of Highline Asset Management and is involved in various affiliated investment and management entities. Highline Wealth Partners is a registered investment adviser serving individuals, trusts, foundations, retirement plans, and business entities. The firm provides investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, utilizing a centralized Investment Committee to oversee portfolio decisions and deliver regular client reporting.

Ethan Gahm is a financial advisor at AWM Capital, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining AWM Capital, he worked in various roles including positions at Blue Palm Cafe and Franco Realty Group. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm employs a multi-team approach focused on liability-driven investing and asset allocation, offering financial planning, retirement advice, business consulting, and asset management through an open-architecture platform.