David Macleod is a CFP® and CFA® with 17 years of industry experience. He has been with Eclectic Associates, Inc. in Fullerton, CA, since 2010. Eclectic Associates, Inc. is a fee-only, SEC-registered investment adviser that provides discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team, constructing diversified portfolios using Modern Portfolio Theory and maintaining fiduciary standards for retirement accounts.

Blake Martin is a financial advisor at Cloud Capital Management with two years of industry experience. He holds a Series 65 designation and previously worked at Ark Wealth Advisors and has been a performing musician at the Walt Disney Company for over ten years. Martin is also self-employed as a musician outside of his financial advisory work. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities, offering discretionary investment management and standalone financial consulting. The firm applies quantitative and qualitative analysis, modern portfolio theory, and model-based trading to manage approximately $300 million across about 130 client relationships.

Lawrence Steinberg Jr. is a financial advisor at Cabin Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Claraphi Advisory Network, Nfsg Corporation, and Berthel, Fisher & Company Financial Services. Outside of advisory, he is a minority owner of a professional sports agency and a law firm focused on tax and estate planning, and he is involved in a cigar lounge business in Hollywood. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm provides financial planning, portfolio management, sub-advisory services, and retirement plan solutions using a variety of investment analysis techniques and third-party model portfolios.

Omar Velasco is a financial advisor with K2 Financial Inc. in Glendora, CA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Lincoln Investment and AAA Life Insurance Company. Outside of advisory services, he manages a residential real estate investment business focused on acquiring, fixing, and flipping properties. K2 Financial is a registered investment adviser with a team of eight advisors, managing approximately $191.6 million for nearly 400 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 diversified mix of investment vehicles and a documented policy on artificial intelligence tools.

Anitha Graves is a financial advisor at Chatterton & Associates with a Series 65 designation and three years of experience at the firm. Her prior work includes positions at Runners High, JD Inc., Macy's, California State University, Long Beach, McDonald's, and Woodcreek High School. Chatterton & Associates serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment approach using SEI asset-allocation models and provides additional tax preparation, bookkeeping, and business advisory services.

Jackson Steuber is a financial advisor at Foundry Financial LLC in Pasadena, CA, holding a Series 65 designation. He has one year of industry experience and was previously employed in education and the restaurant sector. Foundry Financial provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a risk-based, diversified investment approach using various securities and maintains adviser discretion for client portfolios.

James Schnieders is a CFA® charterholder with 24 years of experience in the financial advisory industry. He has been with Schnieders Capital Management, LLC. since 2002, where he serves as a principal. Schnieders Capital Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a combination of fundamental, technical, qualitative, and quantitative analysis with an emphasis on asset allocation and primarily long-term holdings while maintaining flexibility for short-term strategies.

Henry Ford Jr. is a financial advisor at LifeSteps Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LifeSteps Financial since 2010, following prior roles at Concert Wealth Management, Morgan Stanley, and Citigroup Global Markets. Outside of advisory work, he serves as a director on the board of LifeSteps Bank and Trust, contributing to business planning and credit committee activities. LifeSteps Financial is a team-based registered investment adviser managing approximately $443 million in assets for individuals, high-net-worth clients, trusts, businesses, and retirement plan participants. The firm focuses on asset allocation and diversification using ETFs, with additional services such as bill payment and a short-term cash management program tailored for high-net-worth clients.

Crystal Jamieson is a financial advisor at Pasadena Private Wealth, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including UBS Financial Services, Stifel Nicolaus, and Wells Fargo Advisors. Pasadena Private Wealth is a multi-team registered investment adviser managing approximately $1.61 billion in assets as of December 2025. The firm serves individuals, high-net-worth families, trusts, pension plans, and corporate clients, employing fundamental analysis and a long-term approach using a range of investment vehicles while providing financial planning, retirement consulting, and third-party manager referrals.

Brent Mason is a financial advisor with Mason & Associates, Inc. in Los Angeles, CA, where he has worked since 2007. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Outside of advisory work, he serves as a board member for Rosemary Children's Services, a nonprofit organization. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering personalized financial planning and investment management services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes strategic asset allocation, global diversification, and client-specific investment policies.

Thomas Carr Jr. is a CFP® professional with 29 years of industry experience, currently serving at Gould Asset Management LLC since 2002. Before joining Gould, he worked at Charles Schwab for five years. Gould Asset Management LLC is a team-based firm with nine advisors that provides discretionary investment management primarily through individually managed accounts for individuals, institutions, retirement plans, and trusts. The firm offers access to non-public real estate LLCs and private equity fund opportunities for qualified investors, emphasizing long-term, risk-adjusted returns, broad diversification, and cost management.

Ericson Shi is a financial advisor at East West Wealth Advisors LLC in Pasadena, CA, with three years of industry experience. He holds the Series 66 designation and has worked previously at Cetera and Morgan Stanley. Outside of his advisory role, he performs administrative duties for PRJ Group, a real estate investment business. East West Wealth Advisors provides discretionary separately managed account advisory services for high-net-worth individuals, trusts, and institutional investors, using a goals-based, multi-asset investment framework overseen by an Investment Policy Committee.

M'lissa Brillhart is a Series 65-licensed advisor at LifeSteps Financial in Claremont, CA, with six years of industry experience. Her background includes roles at multiple real estate firms, including Champions Real Estate and Realty One Group West. LifeSteps Financial is a team-based registered investment adviser managing approximately $443 million in client assets, serving individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm emphasizes asset allocation and diversification using ETFs and tactical adjustments, and offers services such as bill payment and short-term cash management tailored for high-net-worth clients.

Andrew Hyer is a CFP® with 21 years of industry experience, currently serving at Dorsey, Wright & Associates, LLC since 2004. He is based in Pasadena, CA and holds a Series 65 license. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach focuses on technical analysis using Point & Figure charting and relative strength methods applied across multiple asset classes through rules-based products.

Paul Selsor is a financial advisor at Oakwood Capital, Inc. in Pasadena, CA, with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Oakwood Capital in 2023, he was associated with Kestra Advisory Services and Kestra Investment Services. Outside of his advisory role, he is a principal at FM Financial Services, Inc., where he oversees health and welfare business activities. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, managing approximately $260 million in client assets. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary strategies through a combination of in-house and third-party model portfolios.

Teresa De Luca is a financial advisor at Chatterton & Associates with 12 years of industry experience. She holds the ChFC® designation and Series 66 license. Teresa has been with Chatterton & Associates since 2012 and has also worked at Osaic (formerly Royal Alliance) since 2014. Chatterton & Associates serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering asset management, financial planning, retirement plan advisory, tax preparation, bookkeeping, and business advisory services. The firm employs a top-down investment approach using SEI asset-allocation models and primarily advises on a non-discretionary basis.

Zhuoli Wang is a financial advisor at Globalink Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Globalink Wealth Management since 2023. Wang is also involved with Globalink Insurance, LLC as a fixed insurance agent. Globalink Wealth Management offers hourly and fixed-fee financial planning alongside discretionary and non-discretionary portfolio management to a diverse client base, including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies from long-term holdings to active trading and provides access to both in-house and third-party managers.

Traci Kaas is a financial advisor with Lake Avenue Financial LLC in Pasadena, CA, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. Her prior roles include tenures at Shelter Wealth Strategies, Devon Investment Advisory, Cambridge Investment Research, and Greystone Advisory Group LLC. She is also president of Kaas Consulting, Inc., a structured settlement planning firm. Lake Avenue Financial provides financial planning, discretionary portfolio management, and referrals for individuals, trusts, estates, and charitable organizations. The firm offers a subscription education product called Lake Avenue Academy and utilizes a multi-method research approach to tailor investment advice, including both discretionary management and a web-based program featuring model portfolios and automated rebalancing.

Joseph Traba is a financial advisor at Strategy Asset Managers L.L.C. in Pasadena, CA, with 28 years of industry experience. He holds a Series 63 designation and has worked at multiple firms including The Leaders Group, Inc. and Stonemark Wealth Management. In addition to his advisory role, he is involved in the sales and marketing of insurance products through Strategy Insurance Services, LLC. Strategy Asset Managers serves a diverse clientele ranging from individual to ultra-high-net-worth and institutional clients, offering portfolio management, financial planning, and institutional investment management. The firm employs a combination of fundamental equity selection, dividend-oriented and growth strategies, along with quantitative approaches, and manages private pooled investment vehicles while providing family office services for very large relationships.

Chung Ping Li is a financial advisor at Griffinest Asia Asset Management, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked with Griffinest Asia since 2005 across various affiliated entities. In addition to his advisory role, he is a licensed real estate agent affiliated with Coldwell Banker Dynasty. Griffinest Asia Asset Management provides discretionary portfolio management, investment advisory, and financial planning services primarily for high-net-worth and qualified clients, as well as corporate and institutional accounts. The firm customizes portfolios based on clients’ risk tolerance and objectives and manages accounts mainly on a discretionary basis.