Calvin Lo is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Keystone Global Partners LLC since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with SPE LBG, LLC, which operates residential solar panels for leaseback to homeowners. Keystone Global Partners provides wealth and investment management, financial planning, family office, and personal exit advisory services for affluent individuals, families, trusts, estates, charitable organizations, and institutional clients. The firm employs a diversified, multi-asset investment approach overseen by an internal Investment Committee.

Anthony Hunt is a financial advisor at Pasadena Private Wealth, LLC with five years at the firm and a total of one year of industry experience. He holds the Series 65 and Series 66 designations. Prior to his advisory role, Hunt worked for CJ Entertainment for 20 years. Pasadena Private Wealth is a multi-team registered investment adviser managing approximately $1.61 billion in regulatory assets as of December 2025. The firm serves individuals, families, trusts, pension plans, and corporate clients using a fundamentally driven, long-term investment approach across various asset classes while also providing financial planning, retirement plan consulting, and due diligence on third-party managers.

Lee Goss is a financial advisor with Cabin Advisors, LLC in South Pasadena, CA, holding eight years of industry experience. He is also a CPA and the owner of Goss & Company, An Accountancy Corporation, an accountancy firm operating since 2005. Prior to joining Cabin Advisors, he worked at Claraphi Advisory Network, LLC for six years. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm offers financial planning, portfolio management, unified managed accounts, and sub-advisory services, employing a range of investment analyses and due diligence on alternative investments.

Kyle Douthit is a financial advisor with K2 Financial Inc. in Glendora, CA, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at Lincoln Investment and has experience in various other roles outside of finance. Outside of his advisory role, Kyle creates and edits video content for JMK Ride, a skating company. K2 Financial is a team-based registered investment adviser managing approximately $191.6 million for around 393 clients. The firm offers wealth and investment management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, estates, and retirement plans, using a primarily long-term, discretionary portfolio approach with a range of investment vehicles.

Stephen Dutka is a CFA® charterholder affiliated with Skylar Wealth Management, LLC. He has 23 years of industry experience, having previously worked at Fiduciary Trust International of California before joining Skylar Wealth Management in 2026. Skylar Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and family office services to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm combines in-house portfolio management with oversight of third-party money managers and offers specialized services including wrap-fee programs and custody-sensitive family-office operations.

David Macleod is a CFP® and CFA® with 17 years of industry experience. He has been with Eclectic Associates, Inc. in Fullerton, CA, since 2010. Eclectic Associates, Inc. is a fee-only, SEC-registered investment adviser that provides discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team, constructing diversified portfolios using Modern Portfolio Theory and maintaining fiduciary standards for retirement accounts.

Melvin Nazarian Masihi is a financial advisor at Lazari Capital Management, Inc. He holds Series 63 and Series 65 designations and has experience working at Bank of America and Abra Inc. prior to joining Lazari Capital Management. He began his career in financial services recently and has also worked in educational roles at Glendale Community College and Burbank High School. Lazari Capital Management provides investment advisory and financial planning services to a variety of clients, including high-net-worth individuals, trusts, pension and profit-sharing plans, corporations, and an affiliated private fund. The firm employs a range of investment strategies and offers pension consulting, estate and retirement planning, and third-party asset manager recommendations.

Fatemeh Ashouri is a financial advisor at Monarch Wealth Strategies in Los Angeles, CA, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Monarch Wealth Strategies, she held roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. She has also worked in academic and innovation settings, including at UCLA Extension and the Techno Tejarat Innovation Center. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, pension plans, and broker-dealers. The firm manages approximately $463 million across about 390 client relationships, employing a mix of fundamental, technical, and third-party analysis alongside tax-aware and strategic asset allocation practices.

Blake Martin is a financial advisor at Cloud Capital Management with two years of industry experience. He holds a Series 65 designation and previously worked at Ark Wealth Advisors and has been a performing musician at the Walt Disney Company for over ten years. Martin is also self-employed as a musician outside of his financial advisory work. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities, offering discretionary investment management and standalone financial consulting. The firm applies quantitative and qualitative analysis, modern portfolio theory, and model-based trading to manage approximately $300 million across about 130 client relationships.

Lawrence Steinberg Jr. is a financial advisor with Cabin Advisors, LLC in Pasadena, CA, holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. His prior work includes roles at firms such as Claraphi Advisory Network, Berthel, Fisher & Company Financial Services, and LPL Financial. Outside of advising, he is involved in various business activities including ownership interests in a professional sports agency and a law firm specializing in tax optimization and estate planning. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across more than 350 client relationships. The firm offers financial planning, portfolio management, and sub-advisory services using both discretionary and non-discretionary approaches, incorporating fundamental, technical, and asset-allocation analysis.

Teri Mccasland is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, with 44 years of industry experience. She has been with SFE Investment Counsel for 19 years since 2007. SFE Investment Counsel provides investment advisory services to individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm emphasizes asset allocation and a total-return approach, typically managing concentrated portfolios through fundamental, technical, and cyclical analysis combined with fixed-income laddering to manage risk.

Omar Velasco is a financial advisor with K2 Financial Inc. in Glendora, CA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Lincoln Investment and AAA Life Insurance Company. Outside of advisory services, he manages a residential real estate investment business focused on acquiring, fixing, and flipping properties. K2 Financial is a registered investment adviser with a team of eight advisors, managing approximately $191.6 million for nearly 400 clients. The firm offers wealth and investment management, financial planning, and retirement-plan advisory services, employing a primarily long-term, discretionary portfolio approach using a diversified mix of investment vehicles and a documented policy on artificial intelligence tools.

Jackson Steuber is a financial advisor at Foundry Financial LLC in Pasadena, CA, holding a Series 65 designation. He has one year of industry experience and was previously employed in education and the restaurant sector. Foundry Financial provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a risk-based, diversified investment approach using various securities and maintains adviser discretion for client portfolios.

David Tassone is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Avise Financial, joining the firm in 2024 after seven years at Kaye Capital Management and a year at KPMG. 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 financial planning, pension consulting, tax preparation, business management, and educational seminars, using a mix of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to develop tailored portfolios.

James Schnieders is a CFA® charterholder with 24 years of experience in the financial advisory industry. He has been with Schnieders Capital Management, LLC. since 2002, where he serves as a principal. Schnieders Capital Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a combination of fundamental, technical, qualitative, and quantitative analysis with an emphasis on asset allocation and primarily long-term holdings while maintaining flexibility for short-term strategies.

Crystal Jamieson is a financial advisor at Pasadena Private Wealth, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including UBS Financial Services, Stifel Nicolaus, and Wells Fargo Advisors. Pasadena Private Wealth is a multi-team registered investment adviser managing approximately $1.61 billion in assets as of December 2025. The firm serves individuals, high-net-worth families, trusts, pension plans, and corporate clients, employing fundamental analysis and a long-term approach using a range of investment vehicles while providing financial planning, retirement consulting, and third-party manager referrals.

Forrest Friedow is a financial advisor with Vestia Personal Wealth Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and with 25 years of industry experience. His prior roles include positions at Ausdal Financial Partners Inc., Larson Financial Securities, and Securian Financial Services. He serves as a board member and treasurer for the Waverly Park Homeowners Association in Palm Desert, CA. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting to retirement plan sponsors. The firm employs an evidence-based investment approach using in-house discretionary management, third-party sub-advisors, and technology-enabled solutions, with additional access to alternative and private investments through a non-discretionary private capital platform.

Nicole Lapin is a financial advisor at Connective Wealth Partners, LLC in Los Angeles, CA, holding a Series 65 designation and beginning her advisory career in 2025. Prior to joining Connective Wealth Partners, she has been the Chief Executive Officer of Money News Network since 2023, a financial industry podcast network producing content on financial news and wellness. She also has a background in media production with Nothing but Gold Productions from 2011 to 2025. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis with a long-term orientation and constructs portfolios from a variety of investment vehicles, overseeing third-party managers and implementing client-approved restrictions.

Brent Mason is a financial advisor with Mason & Associates, Inc. in Los Angeles, CA, where he has worked since 2007. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Outside of advisory work, he serves as a board member for Rosemary Children's Services, a nonprofit organization. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering personalized financial planning and investment management services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes strategic asset allocation, global diversification, and client-specific investment policies.

Rodney Au Yeung is a financial advisor with Discipline Wealth Solutions, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Cpr Investments Inc. and Aegis Wealth Management, Inc. Since 2002, he has also worked as an independent insurance agent. Discipline Wealth Solutions serves individuals, including high-net-worth clients, corporations, retirement plans, and other registered advisors with tailored investment advisory services. The firm utilizes a variety of investment approaches and provides retirement plan consulting, sub-advisory services, and in-house management.