Anthony Goring is a financial advisor at Vance Wealth in Santa Clarita, CA, holding a Series 65 credential with three years of industry experience. He previously worked at Pure Financial Advisors for one year before joining Vance Wealth in 2022. Vance Wealth is a multi-advisor investment advisory firm serving individuals, trusts, estates, businesses, retirement plans, charitable organizations, and financial institutions. The firm manages approximately $736 million in assets and focuses on long-term, fundamental analysis-based portfolio construction using ETFs, mutual funds, individual securities, and outside managers, with tailored asset allocation and fiduciary oversight.

James Naify is a financial advisor with AIRE Advisors, LLC in Beverly Hills, CA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Bank of America, N.A. since 2012 and previously at Merrill from 2012 to 2021. Outside of advising, he is the owner of El Dorado Financing Group Inc. AIRE Advisors manages approximately $1 billion in assets and serves individual clients, family offices, employer retirement plans, and brokerage customers. The firm emphasizes strategic asset allocation and Modern Portfolio Theory across diverse investment vehicles, providing both discretionary and non-discretionary wealth management and consulting services.

Bryan Muth is a financial advisor at Pasadena Private Wealth, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including GT Securities, Pensionmark Securities, Purshe Kaplan Sterling Investments, Bank of America, and Merrill. Outside of his advisory work, he coaches boys water polo at Exeter Union High School. Pasadena Private Wealth is a multi-team registered investment adviser managing approximately $1.61 billion in assets. The firm serves individuals, high-net-worth families, trusts, pension plans, and corporate clients, using fundamental analysis and a long-term investment approach with a range of assets including ETFs, equities, fixed income, and digital assets.

Christopher Jarrous is a CFA® charterholder with 12 years of industry experience. He is currently with Galliott Capital Advisors, LLC and has previously worked at Dunlap Equity Management, LLC and Seven Boson Group. Galliott Capital Advisors is a boutique family office and investment advisory firm serving high- and ultra-high-net-worth individuals, families, businesses, institutional clients, and retirement plan sponsors. The firm offers tailored portfolio management, financial planning, multi-family office services, and acts as adviser and sponsor to pooled private investment vehicles.

Carrisa Flores is a CFP® and holds a Series 65 license with three years of industry experience. She has worked at Vance Wealth since 2021. Flores is also licensed to sell insurance and spends approximately 10% of her time on insurance sales. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, charitable organizations, and financial institutions. The firm offers wealth management and discretionary investment management alongside financial planning and business consulting, managing about $893.6 million in assets for roughly 380 clients through an 11-advisor team.

Joel Edstrom is a CFA® charterholder with 38 years of experience in the financial industry, all of which has been with WESCAP Group since 1988. He is based in Glendale, CA, and is one of six advisors at the firm. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to a diverse client base including 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 contrarian, value-oriented investment approach, and also acts as managing general partner of Hedgecap Partners, L.P., a private pooled investment vehicle.

Hollyn Sekiguchi is a CFP® professional with six years of industry experience, currently serving at Pasadena Private Wealth, LLC since 2025. Prior to this, she held roles at Silver Oak Wealth Advisors Services, LLC, Hightower Advisors, and Dimensional Fund Advisors. Pasadena Private Wealth is a multi-team registered investment adviser managing approximately $1.61 billion in assets, providing services including discretionary and non-discretionary asset management, financial planning, and retirement plan consulting for individuals, families, trusts, and institutional clients. The firm employs a long-term investment approach utilizing ETFs, mutual funds, individual equities, fixed income, and digital assets, and acts as a private fund adviser and sponsor with affiliated lending, private equity, and real estate investment services.

Christian Welborn is a financial advisor with First Financial Consulting in Pasadena, CA, holding a Series 66 designation and having 10 years of industry experience. He has worked at First Financial Consulting and Salted Stone since 2017 and was previously employed by Axa-Advisors, LLC for one year. Outside of his advisory role, he holds a marketing support position at Salted Stone, a business unrelated to investment activities. First Financial Consulting serves individuals, families, trusts, estates, and closely held businesses with financial planning and investment consulting. The firm focuses on non-discretionary services, assisting clients with customized planning in areas such as retirement, tax, estate planning, and business succession, while clients retain custody and control of their assets.

Sevag Ossipian is a CFA® charterholder with 12 years of industry experience, currently affiliated with Highline Wealth Partners. He worked at Northern Trust for 11 years before joining Highline Wealth Management in 2026. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm utilizes a centralized Investment Committee for portfolio decisions and provides client education through workshops and webinars.

Joel Mogy is a CFA® charterholder and principal of Joel R. Mogy Investment Counsel Inc. with eight years of industry experience. He has served as a trustee for selected clients, providing professional fiduciary services. Joel R. Mogy Investment Counsel Inc. offers discretionary investment counseling and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm emphasizes long-term, client-oriented investment strategies based on fundamental analysis and a global perspective, focusing on cost-conscious, tax-aware portfolios primarily composed of domestic and foreign equities and investment-grade bonds.

Eugene Chung is a financial advisor at Logic Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has prior work experience at the Los Angeles County Sheriff's Department, American Honda Motors, and VACO Los Angeles LLP. Logic Wealth Management is a team-based registered investment adviser managing approximately $164.7 million for about 215 clients, including individuals, trusts, and retirement plans. The firm provides discretionary portfolio management and financial planning, tailoring portfolios through fundamental, technical, and cyclical analysis with a range of investment vehicles, and offers integrated management of held-away retirement accounts.

Laura Smith is a financial advisor with Pasadena Private Wealth, LLC, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at Merrill Lynch, Bank of America, Purshe Kaplan Sterling Investments, Pensionmark Securities, and GT Securities. She is part of a seven-advisor team at Pasadena Private Wealth. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, business entities, and investment companies. The firm offers discretionary and non-discretionary asset management, financial planning, retirement plan consulting, and manages private funds, using a model-driven investment process focused on fundamental analysis and long-term portfolio construction.

Yu Lung Tsao is a financial advisor at Griffinest Asia Asset Management, LLC with 25 years of industry experience. He holds a Series 65 designation and has been with Griffinest Asia Asset Management since 2021. Tsao is also the managing member of RichFun Management LLC, serving as the general partner and investment manager of RichFun Portfolio LP. Griffinest Asia Asset Management provides discretionary portfolio management and investment advisory services primarily for high-net-worth and qualified clients, including corporate and institutional accounts. The firm customizes portfolios according to clients' risk tolerance and objectives, managing accounts on a discretionary basis through a team of six advisors.

Gerald Newman is a CFP® professional with 20 years of experience currently serving at Hamilton Wealth, LLC since 2017. He previously worked at Raymond James Financial Services, Inc. from 2015 to 2017. In addition to his advisory role, Newman is a licensed insurance agent involved in providing insurance quotes and applications. Hamilton Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate clients, offering discretionary portfolio management and retirement plan consulting. The firm uses proprietary allocation models and a diverse range of investment instruments, combining wrap fee program sponsorship with retirement plan consulting services.

Warren Grant is a financial advisor with Grant Tani Barash & Altman, LLC in Beverly Hills, CA, holding a Series 65 credential and 16 years of industry experience. He has been with Grant Tani Barash & Altman since 2004 and previously with Grant Tani Barash & Altman, Inc. since 1992. Grant Tani Barash & Altman serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and pension/profit-sharing plans. The firm operates as a multi-family office, combining business management services like bookkeeping, tax planning, and bill payment with investment advisory and consulting.

Howard Lu is a CFP®, CFA®, and Series 66 licensed advisor with 20 years of experience. He has been with First Wilshire Securities Management, Inc. since 2004. Mr. Lu is an owner and officer of Lake Street Management, LLC and Mount Wilson Management, LLC, which serve as general partners to affiliated private funds, maintaining a controlling ownership interest in these entities. First Wilshire Securities Management provides discretionary investment management to individuals, high-net-worth clients, pension and institutional accounts, and sponsors affiliated private funds. The firm employs a value-oriented investment approach focused on small- and micro-cap U.S. and foreign equities, utilizing fundamental research and direct company engagement.

John Griesinger is a financial advisor at First Financial Consulting in Pasadena, CA, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with First Financial Consulting since 2009. First Financial Consulting provides financial planning and investment consulting services to individuals, families, trusts, estates, and closely held businesses. The firm delivers customizable, project-based or ongoing services and focuses on non-discretionary advising, assisting clients with implementation and monitoring while clients retain custody of their assets.

Mark Bogar is a CFA® charterholder with five years of industry experience. He currently serves at Elyxium Wealth LLC, where he has worked since 2025. Prior to this, he was with Pallas Capital Advisors, LLC from 2020 to 2024 and held a position at BNY Mellon for twelve years. Elyxium Wealth LLC provides comprehensive wealth management and financial planning to individuals, high-net-worth clients, trusts, pension plans, and other entities. The firm’s investment approach combines fundamental, quantitative, technical, and credit analysis across traditional and alternative assets, and it manages special purpose vehicles that offer clients indirect exposure to privately held companies.

Edward Johnson is a CFP®-credentialed financial advisor with 33 years of industry experience. He has been with California Financial Partners, Inc. since 2004. California Financial Partners provides financial planning and consulting services to individuals, business entities, and retirement plans. The firm follows a structured planning process and employs fundamental analysis and public research sources in evaluating investments, without managing client assets or engaging in discretionary portfolio management.

Michael Galanowsky is a CFA® charterholder based in Los Angeles, CA, with 10 years of industry experience. He is currently with Manhattan West Asset Management, LLC, a firm where he has worked since 2022, and previously spent seven years at One Capital Management. 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 with strategic asset allocation across various investment strategies and manages over $1 billion in discretionary assets.