Samuel Croucher is a CFP® professional with six years of industry experience, currently serving at California Financial Partners, Inc. since 2021. Prior to this, he was affiliated with LPL Financial and has a background that includes work at UK Elite - Steel Sports. California Financial Partners, Inc. provides financial planning and consulting services to individuals, business entities, and pension or profit-sharing plans. The firm follows a structured planning process and focuses on fundamental analysis and public research when evaluating investments, without managing client assets or providing discretionary portfolio management.

David Chong is a financial advisor with Strategy Asset Managers L.L.C. in Pasadena, CA, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at firms such as Wells Fargo Advisors LLC and Newbridge Securities Corporation. Strategy Asset Managers, LLC manages approximately $741.5 million on a discretionary basis, offering investment management, financial planning, and retirement plan consulting to individuals, pooled investment vehicles, and institutional sponsors. The firm employs multiple equity strategies supported by fundamental research and third-party data, and also sponsors private funds and provides model portfolios to third-party program sponsors.

Jean Calache is a CFP® with seven years of industry experience, currently serving as a financial advisor at JSF Financial, LLC in Los Angeles, CA. He previously worked at NewEdge Securities Inc and spent one year at the University of California Los Angeles. JSF Financial provides discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm employs dynamic asset allocation, model portfolios, and quantitative analysis, managing approximately $1.73 billion in client assets.

Aimee Calderon is a CFP® professional with 19 years of industry experience. She has been with Eclectic Associates, Inc. since 2015 and previously worked at For His Glory Community Church from 2014 to 2016. 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 in client assets, focusing on diversified mutual funds and ETFs using Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

Jon Kmett is a financial advisor with SFE Investment Counsel Inc. in Los Angeles, CA. He holds the Series 63 designation and has 37 years of industry experience, including 19 years with SFE Investment Counsel. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients by providing individualized investment supervisory services. The firm emphasizes asset allocation and a total-return approach, managing portfolios with concentrated equity positions and a combination of fundamental, technical, and cyclical analysis alongside fixed-income laddering.

Mena Hanna is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has been with AWM Capital, LLC since 2020 and also maintains roles at PHC Inc and Bridge Advisory LLC. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm uses a multi-team approach to provide financial planning, retirement advice, business consulting, and asset management, with an emphasis on liability-driven investing and diversified asset allocation.

Russtin Siadatian is a financial advisor at Signature Resources Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked in consulting and insurance sales, including roles at RTB Financial Group and as a Certified Divorce Financial Analyst. Siadatian also provides business consulting outside of his advisory duties. Signature Resources Capital Management offers investment management, financial planning, and retirement plan consulting for individual and high-net-worth clients as well as plan sponsors. The firm employs a Global Target Risk approach emphasizing broad diversification and factor tilts, managing portfolios primarily through mutual funds and ETFs while tailoring strategies to client objectives.

Jeremy Dicker is a financial advisor at One Wealth Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MassMutual Life and Guardian Life Insurance Company. Outside of advisory roles, he owns a consulting business focused on business operations such as payables, receivables, and succession planning. One Wealth Capital Management, LLC is an SEC-registered advisory firm managing approximately $307 million for individual and high-net-worth clients, as well as institutions. The firm employs a macro-environmental approach to tactical asset allocation, combining growth and fixed-income strategies across various investment vehicles, and offers both discretionary and non-discretionary management along with coordinated multi-phase planning services.

Stephanie Hagan is a financial advisor at Arroyo Investment Group, LLC with four years of industry experience. She has been with Arroyo Investment Group since 2013. Arroyo Investment Group, LLC provides personalized financial planning and discretionary and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a proprietary screening process to select funds for 15 model portfolios, primarily investing in no-load mutual funds and adjusting portfolios semiannually.

Wade Perry is a financial advisor at Stonemark Wealth Management in Pasadena, CA, with 28 years of industry experience. He has held positions at The Leaders Group, Inc. and has been with Stonemark Wealth Management (formerly Wespac Advisors SoCal LLC) since 2011. Perry holds Series 63 and Series 65 licenses. Stonemark Wealth Management is a team-based registered investment adviser serving individuals, trusts, and retirement plans, managing approximately $610 million across nearly 400 client relationships. The firm employs customized model portfolios using both fundamental and technical analysis, incorporates option strategies and ETFs for hedging, and offers both direct advisory and sub-advisory services.

Stacey Snow is a CFP® professional with 21 years of industry experience. She is currently with Prism Advisors, Inc. and has previously worked at Personal Resources Investment & Strategic Management, Inc. and Wells Fargo Advisors Financial Network LLC. Prism Advisors provides investment advisory and planning services to individuals, trusts, employer retirement plans, and business entities. The firm manages discretionary portfolios using a multi-asset allocation approach and offers both portfolio management and standalone financial planning services.

Amy Marietta is a financial advisor at Avise Financial with one year of industry experience. She holds a Series 65 designation and previously worked at Dorsey Wealth Management and Flutacious, Inc. Outside of finance, she teaches flute lessons. Avise Financial serves individual and institutional clients, including high net worth individuals, trusts, and charitable organizations, offering discretionary investment management alongside financial planning, pension consulting, tax preparation, and business management. The firm uses a range of analytical approaches to construct diversified portfolios and routinely recommends and monitors outside managers.

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.

David Carter is an advisor with Strategy Asset Managers L.L.C. and has no prior industry experience. His background includes long-term roles with the Sports Business Group and the University of Southern California. Strategy Asset Managers serves individuals, high-net-worth and ultra-high-net-worth families, pension and institutional clients, and pooled investment vehicles. The firm offers portfolio management, retirement plan consulting, financial planning, and a family office, managing approximately $930 million in discretionary assets and providing a range of equity and multi-asset investment strategies.

David Kim is a financial advisor at Matauro, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Purshe Kaplan Sterling Investments, and Simplicity Investments, Inc. In addition to his advisory role, he is involved in fixed insurance products through a contracted relationship with CRUMP. Matauro, LLC manages over $1 billion across nearly 900 client relationships, providing wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, retirement plans, and business entities. The firm employs a diversified investment approach integrating fundamental, macroeconomic, technical, and ESG analyses, utilizing both in-house and third-party portfolio management across various asset classes.

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 and holds a Series 63 license, with 23 years of industry experience. He has worked at Seabreeze Capital Management, LLC since 2003 and joined Eclectic Associates, Inc. in 2026. Eclectic Associates, Inc. is a fee-only investment adviser that provides discretionary investment management and financial planning to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team, focusing on diversified portfolios using Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

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.