Wende Headley is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Quantum Financial Advisors, LLC since 2022. Prior to joining Quantum, she worked at Abacus Wealth Partners for nine years. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process emphasizing mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable strategies that incorporate institutional-class funds and active transparent ETFs.

Richard Holtz is a financial advisor at Ocean Park Capital Management, LLC with 24 years of industry experience. He holds a Series 65 designation and has worked at Ocean Park Capital Management since 1999. Outside of his advisory role, he is the Racing Manager for Broad Racing LLC, where he is involved in buying, selling, and racing horses. Ocean Park Capital Management provides investment management exclusively to pooled investment vehicles, focusing on fundamental research to identify early inflection points. The firm employs an aggressive trading style that includes short-term trading, short sales, options, and opportunistic use of leverage, managing portfolios on a discretionary basis within broad fund mandates.

Simon Hobbs is a financial advisor at California Financial Partners, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, LLC since 2018. He was previously involved with Silver Ring Productions LLC, a business entity used for investment purposes. California Financial Partners provides financial planning and consulting services to individuals, business entities, and pension and profit-sharing plans. The firm utilizes a structured planning process and fundamental analysis, focusing on planning rather than discretionary portfolio management.

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.

Emily Logan is a CFP® and Series 66-registered financial advisor with 15 years of industry experience. She is affiliated with California Capital Management and Purshe Kaplan Sterling Investments. Outside of her advisory roles, she serves as successor trustee for a family trust. California Capital Management provides investment advisory services to individuals, trusts, pension plans, and corporate entities. The firm offers customized portfolio management through a wrap fee program and retirement plan consulting, managing approximately $358 million in discretionary assets for a client base of several hundred accounts.

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 65 and Series 63 licenses and has worked at several firms, including Western Alliance Bank and Vanderbilt Financial Group. 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 employs a range of investment strategies, including fundamental, technical, cyclical, and quantitative analysis, and offers services such as portfolio management, estate and retirement planning, and pension consulting.

Victor Martinez is a financial advisor with Strategy Asset Managers L.L.C., holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. He is a member of Marstel Senior Homes LLC, involved in the healthcare sector. Strategy Asset Managers advises individuals, high-net-worth and ultra-high-net-worth families, pension and institutional clients, and pooled investment vehicles, offering portfolio management, retirement plan consulting, financial planning, and a Strategy Family Office. The firm employs a range of equity and multi-asset strategies and serves as adviser and sponsor to private funds, providing audited investor reporting and estate planning support.

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. with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Newbridge Securities Corporation and Monarch Bay Securities, LLC. Hulick is also the CEO of Hulick Capital Management, LLC, an investment advisory firm he founded, and manages an insurance agency focused on sales and marketing of insurance products. Strategy Asset Managers, LLC provides portfolio management, retirement plan consulting, financial planning, and a family office service to individuals, high-net-worth families, pension and institutional clients, and pooled investment vehicles. The firm manages approximately $930 million in discretionary assets and offers multiple equity and multi-asset investment strategies as well as private fund advisory and estate planning support.

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 with Logic Wealth Management, LLC in Pasadena, CA, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Logic Wealth Management since 2010 and is also involved with Sophis Real Estate, Inc. and Wealth Management Coach, LLC. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other business entities with tailored investment strategies that combine fundamental, technical, and cyclical analysis. The firm offers discretionary portfolio management, participant account management, and financial planning services.

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.

Nicholas Gutierrez is a financial advisor at JSF Financial, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at NewEdge Securities, Westlake Financial, and in various other roles including at In-n-Out Burger and J. Crew. JSF Financial provides discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm manages approximately $1.73 billion in client assets and employs dynamic asset allocation, model portfolios, and quantitative analysis as part of its investment approach.

Payton Thompson is a financial advisor at Dew Point Capital with a Series 65 designation and one year of industry experience. Prior to joining Dew Point Capital, Thompson held roles at Pepperdine University, JRK Property Holdings, and NorthStar Ski Resort. He also has experience as a member of the Boothbay Harbor Yacht Club. Dew Point Capital is an SEC-registered advisory firm that provides fee-based discretionary portfolio management, financial planning, retirement income planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages approximately $512 million in client assets and employs a strategic allocation approach that incorporates fundamental and cyclical analysis with a long-term purchase strategy and occasional short-term adjustments.

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.