Alex Chalekian is a financial advisor with Lake Avenue Financial LLC in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Lake Avenue Financial and its predecessor firms since 2014 and previously spent 17 years at LPL Financial. Outside of advisory work, he is involved with Disrupter Labs, LLC, a real estate investment and consulting business. Lake Avenue Financial LLC serves individual clients, including high-net-worth and non-HNW individuals, as well as brokerage customers and financial institutions. The firm offers financial planning and portfolio management using customized asset allocation and model-based strategies, combining fundamental, technical, and cyclical analysis with ongoing supervision and rebalancing.

Rachel Liao is a financial advisor at Globalink Wealth Management, LLC in Pasadena, CA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Globalink Wealth Management, she spent several years in educational roles at local schools. Globalink Wealth Management offers financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a range of investment strategies including fundamental and technical analysis, long-term holdings, active trading, and option writing, and provides access to both in-house and third-party discretionary management.

Kevin Lum is a CFP®-credentialed financial advisor with seven years of industry experience. He has worked at Foundry Financial LLC since 2019 and previously spent six years at The Table. Outside of his advisory role, he dedicates time weekly to managing insurance sales. Foundry Financial LLC offers discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and charitable organizations. The firm uses a risk-based, diversified investment approach with adviser-held discretion to manage long-term client portfolios.

Scott Hood is a CFP® and CFA® with 33 years of industry experience, currently serving at First Wilshire Securities Management, Inc. since 1998. He holds a controlling ownership interest and officer roles in affiliated management entities Lake Street Management, LLC and Mount Wilson Management, LLC. First Wilshire Securities Management, Inc. provides discretionary investment management to individuals, high-net-worth clients, pension and institutional accounts, focusing on a value-oriented approach to small- and micro-cap U.S. and foreign equities. The firm manages separately managed accounts and affiliated private funds, employing fundamental research and an investment committee to guide portfolio decisions.

Iain Whyte is a financial advisor with Pasadena Private Wealth, LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, Purshe Kaplan Sterling Investments, and GT Securities. Outside of his advisory work, he is involved as a principal in Pasadena Private Solar Production, an alternative energy company. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, offering asset management, financial planning, retirement consulting, and private fund management. The firm employs a fundamental analysis approach with long-term portfolio construction while incorporating shorter-term trading aligned with client objectives.

Stephen Kagawa is a financial advisor with Syndicated Capital, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His career includes long-term roles at Intersecurities, Inc. and the Stephen Kagawa Agency. Outside of his advisory work, he serves as President and CEO of The Pacific Bridge Companies, which oversees multiple subsidiaries in insurance, wealth resources, investment services, and consulting. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans, managing approximately $137 million on a discretionary basis. The firm offers customized investment programs primarily using publicly traded equities, ETFs, fixed income, and mutual funds tailored to client objectives and risk tolerances.

Michael Van Lieshout is a financial advisor at Stonemark Wealth Management with two years of industry experience. He holds a Series 65 license and his prior work includes roles at Crush It Enterprise and the US Commodity Futures Trading Commission. Stonemark Wealth Management is a team-based registered investment adviser serving individuals, trusts, and retirement plans. The firm manages approximately $610 million and employs customized model portfolios that combine fundamental and technical analysis, with options strategies and selective use of leveraged ETFs as part of its investment approach.

Robert Chatterton Jr. is a CFP® and ChFC® with 31 years of industry experience. He has been with Chatterton & Associates since 2004 and is also affiliated with Osaic Wealth. He serves as trustee for a family trust related to his disabled brother. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, offering asset management, financial planning, and retirement plan consulting. The firm uses a top-down approach to global economies and sectors, employing SEI asset-allocation models alongside mutual funds, ETFs, and individual securities, with a focus on mostly non-discretionary management and limited short-term trading.

Xi Lu is a financial advisor at Globalink Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Globalink Wealth Management, he worked at Globalink Securities, Inc and has experience at XH Logistics, World Financial Group, and Pepperdine University. Globalink Wealth Management provides hourly and fixed-fee financial planning along with discretionary and non-discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a variety of investment strategies including long-term holdings, active trading, option writing, and margin transactions, and generally favors mutual funds unless clients request otherwise.

Cassidy Plair is a financial advisor at Sustainable Advisors Alliance LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, Cassidy worked at Bunkley Investment & Management Company and has academic experience from the University of Houston and the University of Southern California. Sustainable Advisors Alliance, LLC provides portfolio management, financial planning, annuity management, and employee benefit plan services to individuals, retirement plans, corporations, and nonprofit entities. The firm focuses on sustainable, responsible, and impact investing using ESG criteria, combining active and passive strategies, direct indexing, and sub-advisors to tailor portfolios to client goals and preferences.

Nino Pavan is a CFP® with 17 years of industry experience and has been with Financial Designs Corporation since 1993. He is based in Las Vegas, NV, and holds a Series 63 license. Outside of his advisory role, he owns and operates a life insurance agency where he primarily sells single premium deferred and indexed annuities as part of client investment plans. Financial Designs Corporation provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, charitable organizations, and retirement plan participants. The firm emphasizes retirement planning and employs an active management approach with tailored asset allocation and ongoing account monitoring.

Derek Baldwin is a CFA® charterholder at Gould Asset Management LLC with 11 years of industry experience. He has been with Gould Asset Management since 2014. Gould Asset Management provides discretionary investment management primarily through individually managed accounts for individuals, institutions, retirement plans, and trusts. The firm emphasizes long-term, risk-adjusted returns, broad diversification, and careful management of costs, offering access to non-public real estate LLCs and private equity fund opportunities for qualified investors.

Abel Santibanez is a financial advisor with Mason & Associates, Inc. in Los Angeles, CA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been associated with Stonemark Wealth Management and The Leaders Group, Inc. since 2015 and 2017, respectively. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes strategic and tactical asset allocation, sector rotation, and global diversification, typically using mutual funds and ETFs.

David Petray is a financial advisor with Syndicated Capital, Inc. He holds a Series 63 designation and has 37 years of industry experience. He has worked at Syndicated Capital since 2001 and was previously with A. G. Edwards & Sons, Inc. since 1998. Outside of his advisory role, he is involved as a luxury travel advisor and also works as a mortgage advisor on a part-time basis. Syndicated Capital, Inc. provides money management, portfolio management, and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm manages approximately $137 million on a discretionary basis and offers customized investment programs tailored to clients’ objectives, risk tolerance, and time horizons.

Gil Garcia is a financial advisor at Peak American Investment Advisors, Inc. with four years of industry experience. He previously worked at Wealthmark Financial Group for four years and at InventHelp for eight years. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning, including retirement tax strategy, insurance coordination, retirement income solutions, and estate and legacy coordination. The firm combines technical and fundamental analysis in its investment approach and integrates tax and insurance considerations into retirement and income planning.

Carl Lachman is a CFP® and Series 65-registered financial advisor with 22 years of industry experience. He has been with Eclectic Associates, Inc. since 2003 and is currently a member of their 11-advisor team. Eclectic Associates, Inc. is a fee-only, SEC-registered investment adviser serving individuals, trusts, retirement-plan participants, charities, and businesses. The firm provides discretionary investment management and integrated financial planning, managing over $1.4 billion in assets through diversified portfolios that utilize Modern Portfolio Theory and long-term holdings.

Bryan Muth is a financial advisor at Pasadena Private Wealth, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including GT Securities, Pensionmark Securities, Purshe Kaplan Sterling Investments, Bank of America, and Merrill. Outside of his advisory work, he coaches boys water polo at Exeter Union High School. Pasadena Private Wealth is a multi-team registered investment adviser managing approximately $1.61 billion in assets. The firm serves individuals, high-net-worth families, trusts, pension plans, and corporate clients, using fundamental analysis and a long-term investment approach with a range of assets including ETFs, equities, fixed income, and digital assets.

Andrew Papp is a financial advisor with Ministry Partners Securities, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Ministry Partners Securities since 2014 and concurrently at ACP Financial since 2005. Outside of his advisory work, he occasionally preaches at churches and plays drums in live bands. Ministry Partners Securities serves individuals, trusts, estates, churches, faith-based organizations, and qualified retirement plan participants, offering financial planning and consulting with an explicitly Christian approach to stewardship. The firm primarily refers clients to selected third-party asset managers while providing ongoing advice and planning tailored to clients’ religious or ethical values and financial objectives.

Ronnie Mejia is a financial advisor with Horter Investment Management, LLC, holding a Series 65 credential and nine years of industry experience. He has worked with Horter Investment Management since 2016 and serves as CEO of Defense First Financial, LLC, a financial services business specializing in life insurance and annuities. Mejia is also the owner of RON MON CORP, a real estate management company. Horter Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a combination of tactical and passive multi-manager portfolios, model and custom portfolios, and offers access to third-party money managers and alternative investments as part of its ongoing investment supervision.

Hollyn Sekiguchi is a CFP® professional with six years of industry experience, currently serving at Pasadena Private Wealth, LLC since 2025. Prior to this, she held roles at Silver Oak Wealth Advisors Services, LLC, Hightower Advisors, and Dimensional Fund Advisors. Pasadena Private Wealth is a multi-team registered investment adviser managing approximately $1.61 billion in assets, providing services including discretionary and non-discretionary asset management, financial planning, and retirement plan consulting for individuals, families, trusts, and institutional clients. The firm employs a long-term investment approach utilizing ETFs, mutual funds, individual equities, fixed income, and digital assets, and acts as a private fund adviser and sponsor with affiliated lending, private equity, and real estate investment services.