Sun Shim is a CFP®-certified financial advisor with 20 years of industry experience, currently working at Mason & Associates, Inc. since 2006. Prior to this, Sun Shim spent 11 years at Cambridge Investment Research, Inc. In addition to advisory work, Sun Shim is an independent insurance agent and a notary public. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm’s investment approach is based on Modern Portfolio Theory and includes strategic asset allocation, sector rotation, and global diversification, typically implemented through no-load or load-waived mutual funds and ETFs.

Daniel Bennett is a financial advisor with Advanced Portfolio Strategies in Torrance, CA, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with APS Management Group, Inc. since 2016 and MassMutual Life Insurance Company since 2010. Outside of his advisory work, Bennett serves as Treasurer of the Santa Monica Palisades Lodge #307, a nonprofit fraternal organization. Advanced Portfolio Strategies provides comprehensive advisory services to individuals, pension and profit-sharing plans, and business entities, utilizing a diversified, multi-strategy approach that includes portfolio management, financial planning, and pension consulting. The firm combines fundamental, quantitative, and technical analysis with both long- and short-term trading techniques and offers insurance products and access to personal and business loan services.

David Carter is affiliated with Strategy Asset Managers L.L.C. and has experience in the sports business sector since 1999. He has also been associated with the University of Southern California since 1994. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients with portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm employs a mix of fundamental equity selection and quantitative strategies, managing accounts on a discretionary basis and offering family office services for ultra-high-net-worth families.

William Larsen is a financial advisor at Altura Private Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Legacy Wealth Management, Milgram Financial and Insurance Services, MassMutual, and Northwestern Mutual. Outside of his advisory role, he is involved with Big Life Financial, where he performs sales and business coaching. Altura Private Wealth LLC serves individual, charitable, corporate, and business clients, managing over $129 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and selects third-party money managers, tailoring advice to each client’s objectives.

Kenneth Naehu is a financial advisor at Banyan Tree Asset Management, LLC with 35 years of industry experience. He has been with Banyan Tree since 2013 and previously worked at Bel Air Investment Advisors LLC for 12 years. Banyan Tree Asset Management provides discretionary fixed income investment management to ultra-high-net-worth individuals and institutional clients, employing active strategies that include credit analysis, duration and sector positioning, and macro analysis. The firm manages over $1 billion in fixed income assets with a specialized team and uses a unique affiliated entity structure.

James Koller is an investment advisor representative at Lazari Capital Management, Inc. with 12 years of industry experience. He has held roles at Lyndhurst Securities, Kovack Securities, Park Avenue Securities, Guardian Life Insurance Company, and Wynn & Wynn Financial. In addition to his advisory work, he is involved in insurance sales as a sole proprietor. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting to a diverse client base including individuals, trusts, high-net-worth clients, and corporations. The firm employs a comprehensive investment approach that integrates fundamental, technical, cyclical, and quantitative analysis and manages accounts primarily on a discretionary basis.

Liliana Verduzco is a financial advisor at Mason & Associates, Inc. in Los Angeles, California, with nine years of industry experience. She holds a Series 65 designation and also works as an Account Manager for Insurance Group Benefits. Verduzco has been associated with Charles W Mason & Associates, Orion Risk Management, and Cass and Johansing over her career. Mason & Associates, Inc. serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses by providing personalized financial planning, investment management, and limited-scope hourly planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing strategic and tactical asset allocation, sector rotation, and global diversification.

Russell Murdock is a CFA® charterholder with 23 years of industry experience. He is currently an advisor at Eclectic Associates, Inc., where he has worked since 2026. Prior to that, he spent 23 years at Seabreeze Capital Management, LLC. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion across approximately 1,200 client relationships, providing discretionary investment management and financial planning with a focus on diversified mutual funds and ETFs, long-term holdings, and a fiduciary standard for retirement accounts.

Daniel Watson is a financial advisor at Arroyo Investment Group, LLC with 10 years of industry experience. He has been with Arroyo Investment Group since 2017 and has also worked at Capital Research & Consulting, LLC since 2015. Outside of his advisory work, he serves as a Senior Law Enforcement Advisor for the Department of Justice. 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 portfolio screening and regular performance reporting.

John Schnieders is a CFP® and CFA® credentialed advisor with 28 years of industry experience. He has been with Schnieders Capital Management, LLC since 2006, where he is part of a two-advisor team based in Pasadena, CA. Schnieders Capital Management provides discretionary and non-discretionary portfolio management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a blend of fundamental, technical, qualitative, and quantitative analysis with a focus on asset allocation and primarily long-term holdings, managing approximately $1.06 billion in assets across 459 client accounts.

Charles Bohlen is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, holding a Series 65 designation. He joined SFE Investment Counsel in 2026 and has prior experience at New Sun Partners LLC, Renewable Resources Group LLC, CreateSafe, Inc., and Metamason, Inc. SFE Investment Counsel serves a diverse client base including individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm emphasizes asset allocation and a total-return approach, managing concentrated portfolios through fundamental, technical, and cyclical analysis combined with fixed-income laddering.

Debra Fukawa is a financial advisor at Pasadena Private Wealth, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America N.A., and Pensionmark Securities, LLC. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities. The firm offers discretionary and non-discretionary asset management, financial planning, retirement plan consulting, and acts as manager or general partner for private funds, employing a model-driven investment process that includes fundamental analysis and long-term portfolio construction.

Mitra Shahi is an advisor at Wealth Management Partners, LLC with no prior industry experience. She has been with Wealth Management Partners since 2026 and held roles at Pesar Corp and Dapa Corp before that. Wealth Management Partners serves individuals, trusts, pension and profit-sharing plans, and corporate clients by providing discretionary asset management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental, technical, and quantitative investment approaches and actively uses derivatives, margin, and digital asset advisory services.

Vance Albitz is a CFP® professional with 10 years of industry experience, currently serving as an advisory representative and vice president at Albitz/Miloe and Associates, Inc. He has worked at Cetera-affiliated firms since 2016. Outside of his advisory role, he is the founder and president of the nonprofit organization Sports 4 Mankind. Albitz/Miloe and Associates is an SEC-registered advisory firm managing approximately $821 million in assets for individual and high-net-worth clients, trusts, charities, and corporate plans. The firm offers discretionary and non-discretionary services utilizing a range of investment vehicles and maintains regular client contact with an advisory team that includes credentialed planners and analysts.

K Lee is a financial advisor at Syndicated Capital, Inc. with 16 years of industry experience and holds a Series 66 designation. Lee’s work history includes 28 years in various schools. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm manages portfolios on both discretionary and non-discretionary bases and offers customized advisory programs without account minimums.

Wayne Park is a financial advisor at Allmerits Asset, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Think Wealth, LLC and Kayan Securities, Inc. In addition to his advisory role, he is a marketing executive involved in personal and commercial insurance sales through Cal-Kor Insurance Service. Allmerits Asset, LLC provides discretionary portfolio management using third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and retirement plans. The firm utilizes tactical and strategic asset allocation and offers ERISA non-fiduciary retirement plan consulting and hourly-priced financial consulting engagements.

Xi Yao is a financial advisor at Globalink Wealth Management, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has been affiliated with Transpacific Financial, Inc. as a fixed life insurance agent. Globalink Wealth Management offers hourly and fixed-fee financial planning along with discretionary and non-discretionary portfolio management to a diverse client base, including individuals, trusts, and business entities. The firm employs various investment strategies, ranging from long-term holdings to active trading, and provides access to third-party managers while maintaining affiliations with a FINRA-registered broker-dealer.

Mark Gleason is a CFA® charterholder with 28 years of industry experience. He has been with WESCAP Group in Glendale, CA since 1993. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines strategic and tactical asset allocation with global diversification and a value-oriented approach, and also manages a private pooled investment vehicle, Hedgecap Partners, L.P.

Aidan Perry is a financial advisor at Stonemark Wealth Management with a Series 65 designation and three years of industry experience. He served in the United States Marine Corps Reserve from 2018 to 2022 and attended the University of San Diego during the same period. Stonemark Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of fundamental and technical analysis and employs strategies including covered-call and put-writing options, as well as leveraged and inverse ETFs to tailor portfolios according to client objectives and risk tolerance.

David Barr is a CFP® with four years of industry experience, currently affiliated with California Financial Partners, Inc. He has previously worked at LPL Financial, LLC, and has experience outside finance in roles at Rancho Grande Cantina and the Parkhill School District. California Financial Partners, Inc. provides financial planning and consulting services to individuals, business entities, and pension and profit-sharing plans. The firm follows a structured planning process, focusing on fundamental analysis and public research, and does not manage client assets or engage in discretionary portfolio management.