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.

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.

Scott Womack is a financial advisor at Womack Wealth Management, Inc. in Manhattan Beach, CA, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and UAS Wealth Advisors. He also owns Womack Business Management, Inc., which provides business management and non-investment family office services. Womack Wealth Management offers investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and corporate clients, focusing on households with at least $1 million in liquid assets. The firm’s investment approach incorporates Modern Portfolio Theory and uses a range of asset types with a long-term orientation, including mutual funds, ETFs, equities, fixed income, and select alternatives.

Kelly Sueoka is a financial advisor with RVW Wealth LLC in Los Angeles, CA. He holds Series 66 and Series 65 licenses and has eight years of industry experience. His prior experience 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, charitable organizations, and business entities. The firm employs a fundamental research approach and primarily uses ETFs, mutual funds, and fixed-income securities in client portfolios.

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.

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.

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.

Ryan Reid is a financial advisor at Curated Wealth Partners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC for eight years. Prior to his financial career, he was affiliated with Butler University for two years. Curated Wealth Partners serves ultra-high-net-worth individuals, families, trusts, estates, and charitable organizations by providing holistic balance-sheet advisory, portfolio construction, and manager selection across public and private markets. The firm also offers family office services and manages substantial assets with a combination of discretionary and non-discretionary accounts.

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. In addition to his advisory role, he provides management and marketing consulting through Investlink America, LLC, serving clients including new immigrants and import-export businesses. Globalink Wealth Management offers hourly and fixed-fee financial planning alongside discretionary and non-discretionary portfolio management for a diverse client base. The firm employs a variety of investment strategies, including fundamental and technical analysis, and maintains affiliations with broker-dealers and licensed insurance agents to support clients with complex, cross-border financial needs.

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.

Antoine Souma is a financial advisor at Galliott Capital Advisors, LLC with 26 years of industry experience. He has held positions at firms including Morgan Stanley, J.P. Morgan Securities, Deutsche Bank Securities, and UBS Financial Services. Souma serves on the board of the Lebanese American Foundation - House of Lebanon and acts as a resource facilitator and treasurer for the Los Angeles Sheriff’s Department. 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 asset and portfolio management, financial planning, multi-family office services, and sponsors private investment vehicles, tailoring portfolios with a range of equities, fixed income, ETFs, options, and alternative investments.

Leighann Miko is a CFP® professional with 10 years of industry experience, currently with Avise Financial since 2023. Prior to joining Avise, she worked at Equalis Financial LLC for nine years and has provided tax and business management services through StatusFlow since 2020. Her role at StatusFlow represents a notable non-investment activity alongside her advisory duties. Avise Financial serves individual and institutional clients, including high net worth individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary investment management combined with comprehensive financial planning, employing a mix of fundamental, technical, and cyclical analysis as well as Modern Portfolio Theory to create diversified portfolios.

Sharon Novell is a financial advisor with Guardian Financial Partners, LLC in Arcadia, CA, holding 2 years of experience at the firm and 20 years overall in the industry. She previously founded and operated Novell Investment Management Company, Inc. for 18 years prior to joining Guardian Financial Partners. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes a fiduciary, client-focused approach using proprietary asset-allocation models and combines fundamental and technical analysis alongside third-party manager due diligence.

Geoffrey Sokol is a financial advisor at GT Investment Management, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and Grow Think Investment Management. Outside of his advisory role, he coaches children in martial arts in Hawthorne, California, and serves on the city's Civil Service Commission. GT Investment Management provides investment management and financial planning primarily to high-net-worth individual clients. The firm employs a blend of fundamental, technical, and cyclical analysis to create tailored portfolios and offers both discretionary and non-discretionary management alongside access to alternative investments and equity options strategies.

K Lee is a financial advisor at Syndicated Capital, Inc. with 15 years of industry experience. He holds the Series 66 designation and has been with Syndicated Capital since 2011. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans, managing approximately $137 million on a discretionary basis. The firm offers customized advisory programs tailored to client objectives and risk tolerance without imposing account minimums.

Phillip Wildes is a financial advisor at Arroyo Investment Group, LLC with three years of industry experience. He holds a Series 63 designation and has worked at several firms, including Purshe Kaplan Sterling Investments and 49 Wealth Management. Outside of his advisory role, he is also engaged in the sales of fixed/traditional insurance products. 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 screening and primarily no-load mutual funds.