Scott Rojas is a CFP® with 21 years of industry experience, currently serving as an advisor at ONE Advisory Partners, LLC. He previously worked at Eclectic Associates, Inc. for over two decades. ONE Advisory Partners provides financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and business entities. The firm offers written financial plans, portfolio monitoring, and a Virtual Family Office that coordinates financial, tax, and legal professionals.

Alexandra Mc Carthy is a financial advisor at Stonemark Wealth Management with a Series 65 designation and two years of industry experience. She previously worked at Whittier Trust Company and has held various positions across different industries, including retail and education. Stonemark Wealth Management is a team-based investment adviser serving individuals, trusts, and retirement plans. The firm uses customized model portfolios and a combination of fundamental and technical analysis, offering discretionary portfolio management and consulting services.

Kyle Hurt is a CFP® with seven years of industry experience, currently serving as an advisor at Foundry Financial LLC. His prior experience includes roles at EP Wealth Advisors, LLC and LPL Financial LLC. Foundry Financial LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs diversified, risk-based portfolios and advisory discretion focused on long-term allocation and client coaching against short-term market timing.

Jessica Lu Buetow is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Quantum Financial Advisors, LLC since 2025. Prior to joining Quantum, she worked at Abacus Wealth Partners from 2012 to 2024. 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 favoring mutual funds, ETFs, and separately managed accounts, with strategies that include both Total Market and Sustainable approaches using institutional-class funds and active transparent ETFs.

Michael Richards is a CFP® with 12 years of industry experience. He currently serves at Axos Invest, Inc and previously worked for City National Bank for ten years. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management with mutual funds, ETFs, and third-party model managers. The firm’s process emphasizes asset allocation, diversification, and thematic exposures, supported by an internal Portfolio Management Group and integrated within the broader Axos Financial group.

Madeline Odell is a CFP® and Series 63–licensed advisor with five years of industry experience. She has worked at Arroyo Investment Group, LLC since 2025 and has been with Capital Research & Consulting LLC since 2018. Prior to her advisory career, she spent 11 years with the La Canada School District. 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 using a discretionary, model-driven approach with proprietary screening to maintain 15 model portfolios primarily composed of no-load mutual funds.

Eric Weinlein is a financial advisor with WESCAP Group in Glendale, CA, holding 38 years of industry experience. He has been with WESCAP Group since 1988, working as part of a six-advisor team. WESCAP Group is a registered investment adviser managing approximately $1.088 billion in assets and serving about 321 clients. The firm offers discretionary and non-discretionary wealth management and financial planning across a range of client types, utilizing a strategic and tactical asset allocation approach with a focus on global diversification, tax efficiency, and low ownership costs.

Susan Jen is a financial advisor at Globalink Wealth Management, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TransGlobal Advisory LLC for seven years. Globalink Wealth Management offers hourly and fixed-fee financial planning along with discretionary and non-discretionary portfolio management for individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach incorporates charting, cyclical, fundamental, and technical analysis, with strategies ranging from long-term holdings to active trading and option writing, generally favoring mutual funds unless clients request otherwise.

Virginia Havens is a financial advisor with Ministry Partners Securities, LLC in Brea, CA, holding a Series 66 designation and 20 years of industry experience. She has been with Ministry Partners Securities since 2012 and previously worked at Merrill from 2005 to 2006. Ministry Partners Securities serves individuals, trusts, estates, churches, faith-based organizations, and retirement plan participants, offering comprehensive financial planning that integrates clients’ religious or ethical values into investment strategies. The firm refers clients to third-party asset managers while providing ongoing advice and monitoring those relationships.

Christopher Siraganian is a Certified Financial Planner (CFP®) with 10 years of experience in the financial advisory industry. He has been with First Financial Consulting since 2016. First Financial Consulting provides financial planning and investment consulting services to individuals, families, trusts, estates, and closely held businesses. The firm offers customizable project-based or ongoing services and focuses on non-discretionary advice, with clients retaining custody of their assets and directing implementation.

Larry Gunstream is a financial advisor at Osaic Wealth, Inc. with 44 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at FSC Securities Corporation for 32 years. In addition to his advisory role, he operates a sole proprietorship as an insurance agent and provides portfolio review and technical analysis services through Southland Equity Partners LLC. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments, asset-allocation planning, and portfolio optimization, offering a wide range of investment products and access to multiple custodial platforms.

Ara Gasparian is a financial advisor at WESCAP Group with three years of industry experience. He holds a Series 65 designation and has been with WESCAP Group since 2015. WESCAP Group is a registered investment adviser managing over $1 billion in client assets for approximately 321 clients through a team of six advisors. The firm offers discretionary and non-discretionary wealth management and financial planning to a broad client base, including high net worth individuals, pension plans, trusts, and charitable organizations. Their investment approach includes strategic and tactical asset allocation, global diversification, a contrarian/value orientation, and a focus on tax efficiency and low ownership costs.

Craig Colbath is a financial advisor at Pasadena Private Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GT Securities, Inc., Singpoli Private Wealth Corporation, and related Singpoli entities prior to his current roles. Outside of his advisory work, he serves on the board of the Pasadena Symphony & Pops and is involved as an investor in a sailing charter business as well as a catering and restaurant enterprise. Pasadena Private Wealth is a multi-team registered investment adviser managing approximately $1.61 billion in assets as of December 31, 2025. The firm serves individuals, high-net-worth families, trusts, pension plans, and corporate clients through discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, employing fundamental analysis and a long-term investment approach across various asset classes.

Pasha Shemirani is an advisor at Wealth Management Partners, LLC with one year of industry experience. Prior to joining Wealth Management Partners, he was associated with Parda Group and has been a student for the past ten years. Wealth Management Partners, LLC serves individuals, trusts, pension and profit-sharing plans, and corporate entities by providing discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $793 million in assets and employs a mix of fundamental, technical, and quantitative investment strategies, with notable use of derivatives, margin transactions, and digital asset advisory services.

Rex Chan is a financial advisor at Logic Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at LanguageLine Solutions and Sophis Real Estate Inc. In addition to his advisory role, he holds licenses as a Life Accident and Health Agent and Property and Casualty Broker in California. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other business entities. The firm provides discretionary portfolio management, participant account management, and financial planning, tailoring investment strategies through fundamental, technical, and cyclical analysis with regular portfolio reviews and rebalancing.

Ik Choi is a CFP® and Series 66 registered advisor with 15 years of industry experience. He is currently with Pasadena Private Wealth, LLC, where he has worked since 2018, and has prior experience at firms including Merrill Lynch and Bank of America. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and business entities, offering asset management, financial planning, retirement consulting, and private fund management. The firm’s investment approach combines fundamental analysis with long-term portfolio construction, utilizing model-driven portfolios, third-party managers, and a range of asset classes including digital assets and alternative strategies.

Charles Mason is a CFP® with 54 years of industry experience, currently serving at Mason & Associates, Inc., a firm he has been with since 2006. His prior experience includes six years at Mutual Securities, Inc. He is also involved in insurance-related businesses as a sole proprietor and member of multiple insurance agencies. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, providing financial planning, investment management, and limited-scope planning services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes strategic asset allocation, sector rotation, and global diversification.

Steven Cooper is a financial advisor at Dew Point Capital with 15 years of industry experience. He holds a Series 66 designation and previously worked at Steel Peak Wealth Management and UBS Financial Services. He is also a licensed insurance agent and occasionally offers insurance products to clients. Dew Point Capital provides fee-based discretionary portfolio management and financial planning to individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities. The firm uses a custom, strategic allocation approach focused on long-term purchase strategies while allowing short-term trades in unusual market conditions.

Simon Holford is a financial advisor at Pasadena Private Wealth, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Bank of America, and Pensionmark Securities. Holford is also involved as a general partner in a real estate investment fund and serves as a trustee managing assets for an irrevocable trust. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, providing asset management, financial planning, and retirement consulting. The firm employs a fundamental, long-term investment approach with flexibility for shorter-term trading, utilizing model-driven portfolios, third-party managers, and a range of asset classes including ETFs, mutual funds, and alternative strategies.

Catherine Henning is a financial advisor at Pacific Global Investment Management Company with 22 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Pacific Global in various capacities since 2001. Pacific Global serves individual investors, including high-net-worth and non-HNW clients, as well as pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm uses fundamental research and a proprietary screening process for investment decisions, emphasizing value-oriented or core equity styles and total return fixed-income management.