Gretchen Prince is a financial advisor with The Sterling Group in Pasadena, CA, holding a Series 66 designation and having 10 years of industry experience. She has been associated with LPL Financial and The Sterling Group since 2006. Outside of advisory work, she is also a notary and provides tax preparation and accounting services. The Sterling Group is a team-based investment advisory firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers discretionary asset management, financial planning, and consulting, emphasizing customized asset allocation, diversification, and ongoing portfolio monitoring.

Hui Chiung Tseng is a Series 65-licensed financial advisor at Halcyon Investment Advisor with two years of industry experience. Her career includes five years at JPMorgan Asset Management in Taiwan and roles at CL Securities Taiwan and as a self-employed advisor. She is based in Los Angeles, CA. Halcyon Investment Advisor offers fee-only investment advisory and financial planning services to individuals, families, trusts, and institutional clients, with a focus on diversified global asset allocation and multi-dimensional risk management. The firm is known for its international orientation, performance-based fee arrangements for qualified clients, and its affiliation with Taiwan-based Alpha Helix Asset Management.

David Fleer is a CFA® charterholder with 26 years of industry experience. He has been with Bristlecone Value Partners, LLC since 2004 and previously worked at Oppenheimer and CIBC World Markets Corp. Outside of finance, he owns a restaurant and café in Los Angeles, where he handles bookkeeping duties. Bristlecone Value Partners, LLC provides discretionary investment advisory and asset management services to individuals, families, high-net-worth clients, trusts, charitable organizations, and institutions. The firm mainly employs value-oriented equity strategies with a focus on microcap companies and manages both separately managed accounts and a private pooled microcap fund using fundamental analysis and intrinsic-value estimates.

Nishan Partamian is a financial advisor with Trinity Asset Management Co. in Los Angeles, CA, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has been with Trinity Asset Management since 2003. Trinity Asset Management provides investment advisory services to individuals, trusts, retirement plans, and business entities, employing a combination of fundamental, technical, quantitative, cyclical, and qualitative analysis. The firm uses a mix of passive long-term allocations, active trading, and rebalancing strategies tailored to client objectives.

Patrick Dinan is a CFP® with 21 years of industry experience and currently serves as an advisor at Impact Fiduciary LLC in Pasadena, CA. His prior roles include positions at Personal Capital Advisors Corporation, TD Ameritrade, U.S. Bancorp Investments, Navy Federal Asset Management, and Federated Investment Counseling. Impact Fiduciary LLC provides discretionary portfolio management and comprehensive wealth management primarily to individual and high-net-worth clients, integrating socially responsible investing screens and offering bundled financial planning without additional charge for wealth management clients.

Robert Kahn is a Series 65–licensed financial advisor with AlphaNext, LLC in Los Angeles, California, bringing 11 years of industry experience. He previously worked at Alpha Analytics Investment Group, LLC for five years before joining AlphaNext in 2018. Outside of his advisory work, Mr. Kahn manages a rental real estate investment business and holds an ownership interest in Alpha Analytics, LLC. AlphaNext serves individual and high net worth clients, as well as trusts, estates, and charitable organizations, providing asset management, financial planning, and consulting services. The firm employs a combination of fundamental and sector analysis with diverse asset allocation strategies, including alternative investments and private equity, managing portfolios on a discretionary basis with ongoing monitoring and rebalancing.

Nickolas Waggoner is a financial advisor at The Pacific Group in Los Angeles, CA, with five years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Pacific Advisory Group from 2015 to 2018. Outside of advising, he is involved in a clothing business, 2nd Amendgents, LLC, and works with a financial technology firm, Sootchy, Inc. The Pacific Group provides investment advisory services to individual, pension, and corporate clients, managing approximately $37.6 million. The firm employs various analytical approaches to construct customized portfolios and offers both discretionary and non-discretionary management along with a wrap-fee program.

Geoffrey Grimsdale is a financial advisor at Nadel Private Wealth LLC in Los Angeles, CA, holding a Series 66 designation with two years of industry experience. He has previously worked with firms such as Encompass More Asset Management, Ameriprise Financial Services, and Cetera Advisors. He is also the president and owner of Grimsdale Financial Solutions, a tax preparation and accounting business serving individuals and small business owners. Nadel Private Wealth serves individual and high-net-worth clients with portfolio management, financial planning, and small-business consulting services. The firm employs a range of investment strategies and maintains a very small client roster while offering additional business support uncommon for firms of its size.

Daniel Heyman is a CFA® and PFS™ credentialed advisor with 15 years of experience in the financial industry. He is principal of Heyman Wealth Management, LLC, where he has worked since 2010, and also operates a CPA professional corporation providing accounting, tax preparation, and business consulting services. In addition to his financial advisory work, Heyman manages a coworking facility and oversees several real estate-related entities. Heyman Wealth Management offers discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of active and passive investment strategies guided by asset allocation and modern portfolio theory, with portfolios managed on a discretionary basis using third-party custodians.

Timothy Streufert is a financial advisor at Private Financial Counseling in Los Angeles, CA, with eight years of industry experience. He holds a Series 65 designation and has worked previously at NinePointTwo Capital LLC and Ares Management. He is also the founder and principal of NinePointTwo Capital, where he serves as Chief Compliance Officer. Private Financial Counseling provides wealth management and investment advisory services to individuals, families, trusts, corporations, retirement plans, and charitable organizations. The firm uses a multi-year economic cycle framework combined with in-house research to construct diversified portfolios across various asset classes, including equities, fixed income, and alternatives.

John Ceurvorst is a financial advisor at Pursuit Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Investment Research & Management, LLC since 2000. Pursuit Wealth Management provides discretionary investment management to individuals, corporations, trusts, estates, and charitable organizations, including retirement accounts where it acts as an ERISA fiduciary when applicable. The firm employs various allocation strategies incorporating options and option-writing to pursue income and growth, managing approximately $35.5 million in discretionary assets.

Gary Karz is a CFA® charterholder with seven years of industry experience. He is currently an advisor at WWM Advisory Inc. and previously worked at Tri Star Sport & Entertainment and as an independent consultant. He is also the owner of INVESTORHOME.COM, a research website that is currently non-active. WWM Advisory Inc. provides investment advisory and portfolio management services primarily to individual clients and pension or profit-sharing plans associated with its affiliated business-management practice. The firm focuses on asset allocation and mutual fund/ETF analysis to create portfolios tailored to clients’ goals, with accounts reviewed quarterly and managed on a discretionary basis when appropriate.

Arthur Kraus is a ChFC®-designated financial advisor with over 53 years of industry experience. He has been with Capital Intelligence Advisors, Inc. since 2004 and is also affiliated with LPL Financial, LLC. Kraus conducts seminars on financial planning topics for businesses and associations. Capital Intelligence Advisors provides financial planning services to individuals, families, small businesses, and institutional clients, including pension plans and foundations. The firm focuses on delivering written financial plans and ongoing planning engagements without discretionary portfolio management or custody of client assets.

Scott Sitrin is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Sitrin Capital Management, LLC since 2016, where he is one of four advisors. Sitrin Capital Management, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a top-down investment approach focused on identifying leading sectors within the S&P 500 and selecting individual equities, complemented by fundamental, technical, and cyclical analysis.

Darrach Mc Carthy is a financial advisor at Victus Capital Wealth with 23 years of industry experience. He holds a Series 66 designation and has been with Victus Capital Wealth since 2010. Outside of his advisory role, he serves as CFO and director of his wife’s public relations firm, Lucia Singer Public Relations, managing its books on a part-time basis. Victus Capital Wealth serves individuals, trusts, retirement plans, and corporate entities by providing portfolio management, retirement plan consulting, and access to third-party money managers. The firm employs a combination of fundamental and technical analysis and offers a range of investment strategies, including discretionary management and private equity allocations, while also sponsoring a pooled investment vehicle focused on qualified opportunity zone real estate.

Adam Scott is a financial advisor at Argyle Capital Partners, LLC in Los Angeles, CA, holding a Series 66 designation with 21 years of industry experience. He has been with Argyle Capital Partners since 2012. Outside of his advisory role, Scott serves as president of the Barrington Court Homeowners Association. Argyle Capital Partners is an SEC-registered investment adviser managing discretionary portfolios for individuals, corporations, small businesses, and retirement plan sponsors. The firm employs an active, total-return approach using index funds, equities, and fixed income, tailoring allocations to clients’ risk tolerance and preferences, and offers a broad range of planning and consulting services.

Thomas Smith is a CFP® professional with two years of experience at Vita Wealth Advisors, LLC and eleven years at The Northern Trust Company prior to that. He is based in Manhattan Beach, CA. Vita Wealth Advisors provides wealth management services to high-net-worth individuals, trusts, family LLCs, private foundations, and family businesses, offering comprehensive wealth planning, investment advice, implementation, and monitoring. The firm employs a disciplined investment process combining strategic asset allocation, security selection, and quantitative methods, managing portfolios on a discretionary basis with regular client reviews.

Xi Zhang is a financial advisor at Aligne Wealth Advisors Investment Management (AWAIM) in Los Angeles, CA, holding a Series 66 designation with two years of industry experience. Prior to joining AWAIM, Zhang worked at LPL Financial for three years and has diverse experience including roles outside finance such as with M.A.D Dance & Music. Aligne Wealth Advisors Investment Management manages approximately $224 million for around 200 clients, including individuals, trusts, business entities, charitable organizations, and retirement plans. The firm employs a discretionary investment approach based on proprietary global macroeconomic research, utilizing model portfolios primarily composed of mutual funds and ETFs.

Edward Berry is a financial advisor at GreenShields Capital LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GreenShields Capital since 2017. Prior to that, he spent a decade at Questar Asset Management and Questar Capital Corporation. Berry is also the president and founder of Youth Awakening Ministries, a nonprofit organization. GreenShields Capital serves individual and high-net-worth clients as well as employer-sponsored retirement plans, managing approximately $177 million across about 140 accounts. The firm employs a discretionary investment approach guided by customized Investment Policy Statements, using mutual funds, ETFs, equities, and TIPS based on a blend of fundamental, quantitative, technical, and cyclical analysis.

David Matthew is a financial advisor at Bruin Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has work history including roles at Goldberg & Company, SingerLewak, LLP, KPMG, LLP, and PwC. Outside of advisory activities, he is the manager and majority owner of 4250 Properties, Inc., a tax consulting company. Bruin Wealth Advisors serves individuals and institutional clients with portfolio management, financial planning, and pension consulting, using a range of analytical methods and active strategies. The firm manages approximately $37 million in assets and offers both discretionary and non-discretionary management without account minimums.