Ellen Himmel is a Series 65-licensed advisor at Regatta Capital Group, LLC with nine years of industry experience. She has worked at Regatta Capital Group since 2016 and has operated her own tax preparation sole proprietorship since 2007. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental-analysis approach, utilizing diversified portfolios of low-cost mutual funds and ETFs supplemented by individual stocks and bonds, and also manages private pooled investment vehicles.

James Turo is a financial advisor with GT Investment Management, LLC and holds Series 65 and Series 63 licenses. He has 27 years of industry experience, including roles as Managing Director of GT Securities, Inc., and CEO of Growthink, Inc., a strategic business planning advisory firm. He also serves as a growth advisor with Guiding Metrics, a provider of business analytics and dashboard solutions. GT Investment Management primarily serves high-net-worth individual clients, offering investment management and financial planning services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to construct tailored portfolios managed through various account structures, including advisor-managed accounts and third-party managers.

Donna Gaddis is an advisor with Scout Wealth Advisors LLC in Pasadena, CA. She has no industry experience as a financial advisor but has held roles at Garrison Family Medical Group Inc since 2023, at Children's Center of the Antelope Valley from 2011 to 2023, and has been involved with QCS Consulting since 1990. Scout Wealth Advisors serves individuals, trusts, retirement plans, and business clients, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm follows a tailored, fiduciary approach focused on long-term positioning using fundamental and technical analysis, with a preference for ETFs, equities, and mutual funds.

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 at Cheviot Value Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hancock Management Partners for 25 years. Outside of advisory work, he is the owner of Touchdown Capital, LLC, a real estate investment business. Cheviot Value Management provides discretionary investment management and advisory services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm follows a value-oriented investment approach with fundamental analysis and diversification, offering additional services such as financial planning, budget coaching, and access to an insurer-consultation platform.

Francois Schramek is a CFA® charterholder with 10 years of industry experience, currently serving at Manhattan West Asset Management, LLC. His prior roles include positions at JPMorgan Private Bank, DropTerra Limited, and Pathstone Federal Street. He holds Series 65 and Series 63 licenses. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, and endowments, offering discretionary portfolio management, financial planning, and a Digital Asset Advisory Program. The firm employs a fiduciary, client-tailored approach combining fundamental, quantitative, and technical analysis, managing over $1 billion in discretionary assets across traditional and alternative investment strategies.

Michael Jeppson is a financial advisor at Jeppson Wealth Management, LLC with one year of industry experience. He holds Series 65 and Series 66 licenses and founded Health Inspecta LLC, a health app that evaluates food and cosmetics for unhealthy ingredients. Jeppson Wealth Management is an SEC-registered firm serving individuals, pension plans, trusts, and various organizations. The firm provides wealth management, financial planning, and portfolio management services, typically managing client portfolios on a discretionary basis using fundamental and technical analysis and incorporating independent managers’ strategies.

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 at Chicago Capital Management Advisors, LLC with over 20 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including American Trust Investment Services, Inc. and Delta Investment Management, LLC. Outside of advising, he is the author of the book *My Wealth Code* and serves as President of Vanclef Financial Group, which publishes his work. Chicago Capital Management Advisors provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a bottoms-up fundamental screening process and offers a variety of model portfolios and custom solutions tailored to client risk profiles.

Brad Feldman is an advisor at Pasadena Private Wealth, LLC with credentials including Series 65 and Series 63 licenses and four years of industry experience. He has worked at Pasadena Private Wealth and GT Securities since 2022 and has served as an adjunct professor at California State University since 2017, where he teaches courses in entrepreneurship, project management, and innovation. Feldman is also co-owner of MedSense Labs, LLC, a company focused on developing a smart dental night guard with a 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, families, trusts, pension plans, and corporate clients. The firm employs fundamental analysis and a long-term investment approach, utilizing ETFs, mutual funds, equities, fixed income, and digital assets, and provides financial planning, retirement consulting, and due diligence on third-party managers.

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.

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.

Ann Chung is a financial advisor with Pasadena Private Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Pensionmark Securities, LLC. Chung is currently part of a seven-advisor team at Pasadena Private Wealth. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, providing asset management, financial planning, retirement consulting, and portfolio monitoring. The firm employs a fundamental analysis approach with model-driven portfolios and includes alternative strategies, managing over $1.2 billion in assets across multiple offices.

Kelly Sueoka is a financial advisor with RVW Wealth LLC in Los Angeles, CA. He holds Series 65 and Series 66 licenses and has eight years of industry experience. His work history includes roles at RVW Investing, LLC and as a self-employed advisor. RVW Wealth LLC provides discretionary investment management, financial planning, and related advisory services to a diverse client base, including individuals, trusts, estates, and business entities. The firm employs a fundamental research approach and typically allocates portfolios between ETFs, mutual funds, and fixed-income securities, offering continuous supervision and additional services such as educational seminars and a subscription newsletter.

Lianna Kzirian is a financial advisor at Pacific Global Investment Management Company, holding a Series 65 credential with 10 years of industry experience. She has worked at Pacific Global since 2016, following brief roles at California Financial Partners and LPL Financial from 2015 to 2016. Pacific Global Investment Management Company 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 employs a value-oriented and core equity investment approach supported by fundamental research and proprietary screening.

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 65 and Series 63 licenses and previously worked at Dimensional Fund Advisors. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management alongside financial planning services such as tax and estate planning, insurance analysis, and business consulting. 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.