William Hamelin is a financial advisor at Strategy Asset Managers L.L.C. in Pasadena, CA, holding a Series 65 designation with four years of industry experience. He has worked at Strategy Asset Managers since 2021 and also serves as a part-time management consultant for The Adept Group, Inc., assisting new team members with project transitions. 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 family office. The firm manages approximately $930 million in discretionary assets and employs a range of equity and multi-asset strategies, including private fund advisory and pooled vehicle services.

Geoffrey Schuller is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Mosley Wealth Management, he worked at Matts El Rancho and Winsprire. He is also active as an insurance agent with Mosley Insurance and Financial Services Inc. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary investment management, consulting, and participant account management for defined-contribution plans. The firm employs a top-down, macroeconomic approach to asset allocation and integrates quantitative tools and third-party analysis in portfolio construction.

David Rosenberg is a financial advisor with Nadler Financial Group, Inc. in Los Angeles, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Nadler Financial Group and Ausdal Financial Partners since 2012. Outside of his advisory role, Rosenberg serves as president of a political action committee and acts as an assistant football coach at a high school. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients through a team of 15 advisors. The firm provides discretionary investment management and financial planning services using diversified mutual funds and ETFs, tactical asset allocation, and specialized strategies such as direct indexing, serving individuals, charitable organizations, and retirement plans.

Collin Saydah is a Financial Services Advisor (FSA) with Merrill Lynch Wealth Management. He focuses on connecting clients to the people, plans, and processes that align with their individual ambitions and financial goals. Collin works with clients to address objectives such as funding education, preparing for retirement and potential health care expenses, and developing personalized long-term financial strategies. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Washington. Collin’s approach emphasizes understanding clients’ personal perspectives and priorities to create clear and transparent financial plans aimed at helping them manage their wealth effectively.

Giovanni Cuarez is a financial advisor at Tactive Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Strategy Marketplace, LLC and ABI Business Insurance Services. Outside of advisory work, he operates a tax preparation service for individuals and small business owners and is also involved as a mortgage loan originator and insurance broker. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, offering portfolio management through a robo-advisor platform and an Advisor Advice service. The firm uses a Black-Litterman framework for tactical asset allocation and is notable for its role in serving other advisors through TAMP and sub-advisory relationships alongside its retail offerings.

Wan Lin Liao is a financial advisor at Griffinest Asia Asset Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Griffinest Asia Management, LLC since 2019 and Griffinest Asia Securities since 2012. Griffinest Asia Asset Management serves high-net-worth and qualified individual investors, as well as corporations and institutional clients, providing discretionary portfolio management, investment advisory, and personal financial planning services. The firm customizes portfolios based on clients’ risk tolerances and objectives and manages approximately $10.27 million in assets across nine accounts.

Mark Delgadillo is a financial advisor with SFE Investment Counsel Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining SFE Investment Counsel in 2020, he worked at D.A. Davidson & Co. for seven years. SFE Investment Counsel serves a range of clients including individuals, families, trusts, charitable organizations, and institutional investors, offering customized investment supervisory services. The firm’s approach focuses on asset allocation, long-term holding strategies, and concentrated equity portfolios supported by fundamental, technical, and cyclical analysis combined with fixed-income laddering.

Geert Criel is a financial advisor at Pasadena Private Wealth, LLC with four years of industry experience. Prior to joining the firm, he worked for the Belgian Ministry of Foreign Affairs for 32 years. Outside of his advisory role, he serves as a director of a nonprofit organization dedicated to promoting and co-financing European movies in Los Angeles. Pasadena Private Wealth is a multi-team registered investment adviser offering asset management, financial planning, and retirement plan consulting services to individuals, high-net-worth families, trusts, pension plans, and corporate clients. The firm employs fundamental analysis and a long-term investment approach, with portfolios tailored using ETFs, mutual funds, equities, fixed income, and digital assets.

Chingpao Chang is a financial advisor at East West Wealth Advisors LLC in Pasadena, CA, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining East West Wealth Advisors in 2026, he worked at Cetera Investment Services and Cetera, Citigroup Global Markets, Bank of America, Merrill, JPMorgan Chase Bank, and J.P. Morgan Securities. East West Wealth Advisors provides discretionary separately managed account services for high-net-worth individuals, trusts, institutional investors, and other entities. The firm uses a goals-based, multi-asset investment approach overseen by an Investment Policy Committee and offers portfolio management through wrap-fee programs and custodial relationships.

Gabrielle Stapleton is a CFP® with eight years of industry experience, currently serving at Arroyo Investment Group, LLC in Pasadena, CA. She has been with Arroyo Investment Group and Capital Research & Consulting LLC since 2012. Arroyo Investment Group is a fee-only investment management and financial planning firm managing approximately $319.5 million in client assets. The firm serves individuals and institutional clients through a discretionary, model-driven approach using proprietary screening to maintain 15 model portfolios primarily composed of no-load mutual funds, with regular rebalancing and quarterly reviews.

Sophia Barclay is a financial advisor at AWM Capital, LLC with a Series 65 designation and experience at firms including Excellent Capital, Hudson Pacific, and CBRE. She began her professional career after attending the University of Alabama. 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 a multi-team staff of 24 advisors. The firm emphasizes liability-driven investing and asset allocation, utilizing a range of investment vehicles and integrates comprehensive financial planning services including tax and estate planning.

Choeng Kim is a financial advisor at Allmerits Asset, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has been an independent healthcare insurance agent since 2012. Allmerits Asset, LLC provides discretionary portfolio management through third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension/profit-sharing plans. The firm employs tactical and strategic asset allocation and offers retirement plan consulting and standalone financial consulting.

Harold Parker Jr. is a financial advisor with Strategy Asset Managers L.L.C. in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Strategy Asset Managers since 2019 and previously at Holly Street Wealth Advisors from 2016 to 2020. Strategy Asset Managers serves 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 manages approximately $930 million in discretionary assets and employs multiple core equity and multi-asset strategies, including acting as adviser and sponsor to private funds and providing pooled vehicle services with audited investor reporting.

Spencer Seid is a financial advisor at AWM Capital, LLC in Pasadena, CA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Hightower Advisors, Georgetown University, and Lavine, Lofgren, Morris, Engleberg CPA. AWM Capital advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management along with comprehensive financial planning services such as tax, estate, and insurance planning. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios utilizing a variety of investment vehicles and conducts due diligence on separately managed accounts and private placements.

Brad Feldman is an advisor at Pasadena Private Wealth, LLC with credentials including Series 65 and Series 63 licenses and four years of industry experience. He has worked at Pasadena Private Wealth and GT Securities since 2022 and has served as an adjunct professor at California State University since 2017, where he teaches courses in entrepreneurship, project management, and innovation. Feldman is also co-owner of MedSense Labs, LLC, a company focused on developing a smart dental night guard with a mobile app to monitor and reduce bruxism. Pasadena Private Wealth is a multi-team registered investment adviser managing approximately $1.61 billion in assets for individuals, families, trusts, pension plans, and corporate clients. The firm employs fundamental analysis and a long-term investment approach, utilizing ETFs, mutual funds, equities, fixed income, and digital assets, and provides financial planning, retirement consulting, and due diligence on third-party managers.

Arrash Zare is a financial advisor at Chatterton & Associates with 10 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including LPL Financial and Waddell & Reed, Inc. Zare is also a registered representative and insurance agent with OSAIC. Chatterton & Associates serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering asset management, financial planning, retirement plan consulting, and business advisory services. The firm employs a top-down investment approach utilizing SEI asset-allocation models, mutual funds, ETFs, and individual securities, with a focus on non-discretionary management and limited short-term trading.

Ann Chung is a financial advisor with Pasadena Private Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Pensionmark Securities, LLC. Chung is currently part of a seven-advisor team at Pasadena Private Wealth. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, providing asset management, financial planning, retirement consulting, and portfolio monitoring. The firm employs a fundamental analysis approach with model-driven portfolios and includes alternative strategies, managing over $1.2 billion in assets across multiple offices.

Lianna Kzirian is a financial advisor at Pacific Global Investment Management Company holding a Series 65 designation. She has been with the firm since 2016 and has 10 years of industry experience. Pacific Global serves individual investors—including both high-net-worth and non-HNW clients—pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm’s investment approach is based on fundamental research and a proprietary screening process, with a value-oriented or core equity style and total return fixed-income management.

Scott Sommers is a financial advisor at First Financial Consulting in Pasadena, CA, with 23 years of industry experience. He holds the ChFC® designation and Series 63 license. Sommers has worked at Financial Resources Consulting Group since 2000. First Financial Consulting provides financial planning and investment consulting services to individuals, families, trusts, estates, and closely held businesses. The firm offers customizable services focused on retirement planning, tax and cash-flow analysis, estate planning, and business succession, operating primarily on a non-discretionary basis without taking custody of client assets.

Ella Campbell is a financial advisor at AWM Capital, LLC with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Dimensional Fund Advisors. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management alongside financial planning services such as tax and estate planning, insurance analysis, and business consulting. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios that may include mutual funds, ETFs, individual securities, separate account managers, and private placements.