Brad Feldman is a financial advisor at Pasadena Private Wealth, LLC with Series 63 and Series 65 licenses and four years of industry experience. He has been with Pasadena Private Wealth and GT Securities since 2022 and concurrently teaches entrepreneurship, project management, and innovation courses as an adjunct professor at California State University since 2017. Feldman is also a co-owner of MedSense Labs, LLC, a company developing a smart dental night guard with a companion 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, high-net-worth families, trusts, pension plans, and corporate clients. The firm employs fundamental analysis and a long-term investment approach, offering discretionary and non-discretionary asset management, financial planning, retirement consulting, and third-party manager referrals.

Nicole Vong is a financial advisor at Pasadena Private Wealth, LLC with a Series 66 designation and four years of industry experience. Prior to joining Pasadena Private Wealth, she held positions at GT Securities, Commonwealth Financial Network, Sterling Wealth Partners, and Ameriprise Financial Services. Pasadena Private Wealth is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, and corporate clients. The firm uses fundamental analysis and a long-term investment approach, offering discretionary and non-discretionary asset management, financial planning, retirement plan consulting, and portfolio monitoring.

Arrash Zare is a CFP® and ChFC® credentialed financial advisor with 10 years of industry experience. He is currently with Chatterton & Associates and OSAIC, having previously worked at LPL Financial, Waddell & Reed, and various insurance carriers. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, offering asset management, financial planning, retirement plan consulting, as well as tax preparation, bookkeeping, and business advisory services. The firm follows a top-down investment approach utilizing SEI asset-allocation models, mutual funds, ETFs, and individual securities, primarily advising on a non-discretionary basis.

Christy Charles is a CFP® with 2 years of industry experience, currently serving as a financial advisor at Validus Capital LLC. Prior to joining Validus Capital in 2022, she worked at Camden Capital, LLC from 2014 to 2022. Validus Capital provides wealth management, investment management, financial planning, legacy planning, and family office services primarily to high net worth and ultra-high net worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm constructs customized portfolios using a mix of fundamental and quantitative analysis with a primarily long-term orientation, and it also acts as investment supervisor to exempt private funds and pooled vehicles.

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.

Diane Vanaman is a financial advisor at Prism Advisors, Inc. with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Personal Resources Investment & Strategic Management, Inc. since 2017 and Wells Fargo Advisors from 2003 to 2017. Outside of her advisory role, she serves as a notary public in California. Prism Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting through a wrap fee program that incorporates a range of investment strategies and multi-asset allocation.

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 63 and Series 65 licenses and previously worked at Dimensional Fund Advisors, LBA Realty, and Ernst & Young. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management and comprehensive financial planning services. 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.

Ying Tang is an investment adviser representative at Globalink Wealth Management, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with various Globalink entities since 2012. Outside of advisory services, she is also a fixed insurance product agent and accounting manager at Globalink Insurance Services. Globalink Wealth Management, LLC provides tailored advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diverse investment approach including charting, cyclical, fundamental, and technical analysis, and offers both discretionary and non-discretionary portfolio management.

Darren Thompson is a Series 66 licensed advisor with Ministry Partners Securities, LLC and has two years of industry experience. He serves as President and CEO of Ministry Partners Investment Company, which focuses on church financing and business lending. Prior to his current roles, he worked at Americas Christian Credit Union for eleven years. Ministry Partners Securities, LLC provides financial planning and consulting to individuals, trusts, estates, churches, faith-based organizations, and qualified retirement plan participants. The firm integrates clients’ religious and ethical values into investment recommendations and primarily refers clients to third-party asset managers while offering ongoing advice and planning services.

Jasmine Kwok is a financial advisor at Dew Point Capital in Los Angeles, holding a Series 65 designation. She has one year of experience in advisory services, previously working at ICONAC Business Management, City National Bank, BCG Digital Ventures, and Spin Artist Agency. Dew Point Capital is an SEC-registered advisory firm serving individuals, pension plans, trusts, estates, charitable organizations, and businesses with fee-based discretionary portfolio management and financial planning. The firm manages approximately $512 million in assets, using a strategic allocation approach that incorporates fundamental and cyclical analysis and a primarily long-term purchase strategy with periodic short-term adjustments.

Ryan Reid is a financial advisor at Curated Wealth Partners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC for eight years. Prior to his financial career, he was affiliated with Butler University for two years. Curated Wealth Partners serves ultra-high-net-worth individuals, families, trusts, estates, and charitable organizations by providing holistic balance-sheet advisory, portfolio construction, and manager selection across public and private markets. The firm also offers family office services and manages substantial assets with a combination of discretionary and non-discretionary accounts.

Brandon Averill is a CFP® with 15 years of industry experience, currently serving as an advisor at AWM Capital, LLC. His prior roles include positions at Penniall & Associates, Inc. and ownership of Athlete CEO Consulting, a marketing and business consulting firm. He is also involved in venture capital investing through AWM Ventures LLC and Averill Ventures LLC. AWM Capital is a multi-team registered investment adviser managing approximately $1.15 billion for high- and ultra-high-net-worth individuals and families. The firm emphasizes liability-driven investing and asset allocation, offering financial planning, retirement advice, business consulting, and asset management through a range of investment vehicles and affiliated private funds.

Michael Liao is a financial advisor at Globalink Wealth Management, LLC with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Globalink Securities, Inc. since 2004. He also serves as an independent consultant for Investlink America, providing management and marketing consultancy services. 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 businesses. The firm employs a variety of investment strategies, including long-term holdings, active trading, and option writing, and provides access to both in-house and third-party managers.

Michael Milam is a financial advisor at California Financial Partners, Inc. with 25 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2001 and Milam, Knecht & Co., LLP since 1994. Outside of advisory services, he is involved in marketing consulting management through Milam and Knecht Management Services, Inc. California Financial Partners provides financial planning and consulting services to individuals, business entities, and pension and profit-sharing plans. The firm follows a structured planning process and uses fundamental analysis and public research when evaluating investments, but does not manage client assets or engage in discretionary portfolio management.

Seong Cho is a CFP® with eight years of industry experience, currently serving at Allmerits Asset, LLC as part of an eight-advisor team. He has worked at Allmerits Asset, LLC since 2020 and at Sherwood Hall Financial Planning since 2018, where he is also an owner and insurance agent. Since 2024, Cho has been a CFP instructor, teaching a CFP course quarterly. Allmerits Asset, LLC provides discretionary portfolio management, retirement plan consulting, and financial consulting to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm combines tactical and strategic asset allocation with third-party sub-advisers and platform providers, serving a broad base of individual clients and managing substantial retirement-plan assets.

Leighann Miko is a CFP® professional with 10 years of industry experience, currently with Avise Financial since 2023. Prior to joining Avise, she worked at Equalis Financial LLC for nine years and has provided tax and business management services through StatusFlow since 2020. Her role at StatusFlow represents a notable non-investment activity alongside her advisory duties. Avise Financial serves individual and institutional clients, including high net worth individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary investment management combined with comprehensive financial planning, employing a mix of fundamental, technical, and cyclical analysis as well as Modern Portfolio Theory to create diversified portfolios.

Sharon Novell is a financial advisor with Guardian Financial Partners, LLC in Arcadia, CA, holding 2 years of experience at the firm and 20 years overall in the industry. She previously founded and operated Novell Investment Management Company, Inc. for 18 years prior to joining Guardian Financial Partners. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes a fiduciary, client-focused approach using proprietary asset-allocation models and combines fundamental and technical analysis alongside third-party manager due diligence.

K Lee is a financial advisor at Syndicated Capital, Inc. with 15 years of industry experience. He holds the Series 66 designation and has been with Syndicated Capital since 2011. 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 advisory programs tailored to client objectives and risk tolerance without imposing account minimums.

Phillip Wildes is a financial advisor at Arroyo Investment Group, LLC with three years of industry experience. He holds a Series 63 designation and has worked at several firms, including Purshe Kaplan Sterling Investments and 49 Wealth Management. Outside of his advisory role, he is also engaged in the sales of fixed/traditional insurance products. 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 and primarily no-load mutual funds.