James Turo is a financial advisor with GT Investment Management, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He currently serves as Managing Director of GT Securities, Inc., and CEO of Growthink, Inc., a strategic business planning advisory firm. He is also involved with Guiding Metrics, a business analytics provider. GT Investment Management provides investment management and financial planning primarily to high-net-worth individual clients, managing approximately $5.5 million for about 35 clients as of the end of 2025. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to create tailored portfolios and offers a range of services including discretionary portfolio management and access to alternative investments.

Michael Laine is a CFP® with 42 years of industry experience, currently serving at Altruist Advisors LLC. He has previously worked at LPL Financial Corporation for 17 years. In addition to his advisory role, he owns Living Well Enterprises LLC, a sailboat charter business. Altruist Advisors serves individual investors, trusts, estates, and other entities with discretionary portfolio management and financial planning services. The firm combines fundamental, technical, and quantitative analysis with modern portfolio theory, implementing both proprietary and third-party model portfolios through its integrated technology platform.

Martin Irani is a financial advisor with Cheviot Value Management, LLC, holding Series 63 and Series 65 licenses and with two years of industry experience. He previously worked at Hancock Management Partners for 25 years. Outside of his advisory role, he is the owner of Touchdown Capital, LLC, a real estate investment business. Cheviot Value Management is a privately owned registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, and institutional clients. The firm employs a value-oriented investment approach with fundamental analysis and diversification, offering portfolio management, financial planning, and other related services.

Francois Schramek is a CFA® charterholder with 10 years of industry experience. He is currently with Manhattan West Asset Management, LLC, where he has worked since 2019, following prior roles at JPMorgan Private Bank, DropTerra Limited, and Pathstone Federal Street. Manhattan West Asset Management serves individual and institutional clients including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm employs a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis across traditional and alternative asset classes, managing over $1 billion in discretionary assets.

Spencer Seid is a financial advisor at AWM Capital, LLC in Pasadena, CA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Hightower Advisors, Georgetown University, and Lavine, Lofgren, Morris, Engleberg CPA. AWM Capital advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management along with comprehensive financial planning services such as tax, estate, and insurance planning. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios utilizing a variety of investment vehicles and conducts due diligence on separately managed accounts and private placements.

Jason Vanclef is a financial advisor with Chicago Capital Management Advisors, LLC, holding a Series 66 credential and over 20 years of industry experience. He has held positions at several firms, including American Trust Investment Services, Inc., Delta Investment Management, LLC, and VFG Advisors, Inc. Outside of advisory work, he is the author of the book *My Wealth Code* and is involved in a software development venture related to gaming applications. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services for individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment approach with a range of model strategies tailored to client risk profiles and incorporates derivatives and outside managers as part of its solutions.

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.

Gregory Kushner is a financial advisor at IDB Lido Wealth, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at multiple related firms, including Lido Advisors and Oakhurst Advisors. Outside of his advisory roles, he is the founder and president of Lido Consulting Group, LLC, which provides consulting and educational services to family offices. IDB Lido Wealth, LLC serves high-net-worth individuals, family offices, pensions, and other institutional clients with an integrated wealth management approach that includes multi-asset allocations and utilizes affiliated sub-advisers. The firm is jointly owned by Lido Advisors and Israel Discount Bank of New York and offers discretionary investment management as well as financial planning and fiduciary services.

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.

Kelly Sueoka is a financial advisor at RVW Wealth LLC in Los Angeles, CA, holding Series 65 and Series 66 licenses with eight years of industry experience. Prior to joining RVW Investing, LLC in 2022, Sueoka was self-employed from 2009 to 2022 and has been associated with Pacific Financial Research since 2001. RVW Wealth provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, pension plans, and business entities. The firm employs a fundamental research approach with portfolio allocations focused on ETFs, mutual funds, and fixed-income securities, managing approximately $1.94 billion in client assets.

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.

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.

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.

Yehoshua Wyne is a financial advisor at RVW Wealth LLC with four years of industry experience. He holds a Series 65 designation and has worked at RVW Wealth since 2022. Outside of his advisory role, he is affiliated with Young Israel Aish of Las Vegas. RVW Wealth LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental research approach with portfolios typically allocated between equity ETFs and mutual funds, as well as fixed-income securities.

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.