Iain Whyte is a financial advisor with Pasadena Private Wealth, LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, Purshe Kaplan Sterling Investments, and GT Securities. Outside of his advisory work, he is involved as a principal in Pasadena Private Solar Production, an alternative energy company. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, offering asset management, financial planning, retirement consulting, and private fund management. The firm employs a fundamental analysis approach with long-term portfolio construction while incorporating shorter-term trading aligned with client objectives.

Harley Wedgbury is a CFP® with 25 years of experience in the financial industry, currently affiliated with LPL Financial and California Financial Partners, Inc. He has maintained his roles at both firms since 2001. Wedgbury is also involved in non-variable insurance activities in Glendale, CA. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and various delivery platforms tailored to client needs.

Ryan Balderian is a financial advisor at Quantum Financial Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Abacus Wealth Partners and C2 Education. Outside of his advisory role, he teaches math, science, and finance through Lightsquared Education and is a shareholder and video editor at Wormburners Media, Inc. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process emphasizing mutual funds, ETFs, and separately managed accounts, with strategies including a Total Market approach and a Sustainable approach using environmental rankings.

Brent Donovan is a financial advisor at Grant Tani Barash & Altman, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Geneos Wealth Management, Inc. and Hightower Securities. Outside of his advisory role, he is president of MAD Donovan Inc. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and various institutions. The firm offers bundled business-management services alongside customized asset allocation and acts as a multi-family office liaison, providing both investment recommendations and due diligence on third-party managers.

Aram Urfalyan is a CFP® and ChFC® credentialed financial advisor at Acrylic Financial, Inc. with 11 years of industry experience. His prior roles include positions at Pruco Securities, LLC and J.P. Morgan Securities. Outside of his advisory work, he serves as CEO of Paper Tycoon Inc. and is licensed as a realtor and notary. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles. The firm employs a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management alongside one-time and ongoing planning.

Zev Fried is a financial advisor at JSF Financial, LLC in Los Angeles, CA, with 16 years of industry experience. He holds the Series 66 designation and has worked at Mid Atlantic Capital Corporation since 2010, alongside his tenure at JSF Financial beginning in 2008. Fried is also president of AJLH Inc., a pass-through entity established for commission management. 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 to customize investment strategies and manages approximately $1.73 billion in client assets.

Riley Maher is a financial advisor at Elwood & Goetz Wealth Advisory Group, LLC with 23 years of industry experience. He held a position at Penta Investment Counsel LLC from 2003 until 2026 before joining his current firm. Maher holds Series 63 and Series 65 designations. Elwood & Goetz provides fee-only investment management and comprehensive financial planning services to affluent and emerging-affluent individuals, families, trusts, estates, business owners, and sponsors of corporate retirement plans. The firm emphasizes Modern Portfolio Theory, global diversification, and predominantly passive implementation using index funds and ETFs, combining this approach with institutional retirement-plan fiduciary services and operational practices such as account aggregation through held-away platforms.

Elizabeth Isaacs is a financial advisor at MBM Wealth Consultants, LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Lincoln Financial Advisors Corporation. Isaacs joined MBM Wealth Consultants in 2026. MBM Wealth Consultants provides financial planning, consulting, and investment management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $476.7 million in discretionary assets and uses tailored model portfolios combining fundamental, technical, and cyclical investment analysis.

Brandon Tesar is a financial advisor at One Wealth Capital Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, and MML Investors Services LLC. Outside of finance, he is involved in the entertainment industry as a freelance actor, writer, director, and producer. One Wealth Capital Management serves individuals, foundations, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations, offering investment management, financial planning, retirement-plan advisory, and consulting services. The firm uses a top-down, macro-environmental approach with tactical asset allocation and sector rotation, combining mutual funds, ETFs, alternatives, equities, and fixed income to construct growth and income portfolios.

David Thomsen is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, with 21 years of industry experience. He has been with SFE Investment Counsel since 2007. Mr. Thomsen holds Series 63 and Series 65 licenses and volunteers at the New Center for PsychoAnalysis, a school for mental health professionals, dedicating about 10% of his time since 2009. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients, providing investment supervisory services through separately managed accounts and model portfolios. The firm emphasizes asset allocation and a total-return approach with concentrated equity positions, blending fundamental, technical, and cyclical analysis alongside fixed-income laddering to manage risk.

Stephen Kagawa is a financial advisor with Syndicated Capital, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His career includes long-term roles at Intersecurities, Inc. and the Stephen Kagawa Agency. Outside of his advisory work, he serves as President and CEO of The Pacific Bridge Companies, which oversees multiple subsidiaries in insurance, wealth resources, investment services, and consulting. 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 investment programs primarily using publicly traded equities, ETFs, fixed income, and mutual funds tailored to client objectives and risk tolerances.

Michael Van Lieshout is a financial advisor at Stonemark Wealth Management with two years of industry experience. He holds a Series 65 license and his prior work includes roles at Crush It Enterprise and the US Commodity Futures Trading Commission. Stonemark Wealth Management is a team-based registered investment adviser serving individuals, trusts, and retirement plans. The firm manages approximately $610 million and employs customized model portfolios that combine fundamental and technical analysis, with options strategies and selective use of leveraged ETFs as part of its investment approach.

Xi Lu is a financial advisor at Globalink Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Globalink Wealth Management, he worked at Globalink Securities, Inc and has experience at XH Logistics, World Financial Group, and Pepperdine University. Globalink Wealth Management provides hourly and fixed-fee financial planning along with discretionary and non-discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a variety of investment strategies including long-term holdings, active trading, option writing, and margin transactions, and generally favors mutual funds unless clients request otherwise.

Cassidy Plair is a financial advisor at Sustainable Advisors Alliance LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, Cassidy worked at Bunkley Investment & Management Company and has academic experience from the University of Houston and the University of Southern California. Sustainable Advisors Alliance, LLC provides portfolio management, financial planning, annuity management, and employee benefit plan services to individuals, retirement plans, corporations, and nonprofit entities. The firm focuses on sustainable, responsible, and impact investing using ESG criteria, combining active and passive strategies, direct indexing, and sub-advisors to tailor portfolios to client goals and preferences.

Justin Van Orden is a financial advisor at Prism Advisors, Inc. with two years of industry experience. He holds the Series 65 designation and has prior experience at Gingold & Company and EFE, Inc. Prism Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities with services including asset management, financial planning, retirement plan consulting, and legacy asset management. The firm combines fundamental and sector analysis with strategic asset allocation across traditional and alternative investments, and it sponsors its own wrap fee program that allows the use of margin in managed accounts.

Nick Nejad is a CFA® charterholder with eight years of industry experience. He has worked at Beverly Hills Private Wealth, LLC since 2023 and previously held roles at KCS Wealth Advisory and Hotchkis & Wiley Capital Management. Beverly Hills Private Wealth, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm manages discretionary portfolios using asset-allocation frameworks and a combination of fundamental, technical, quantitative, and sector analyses, employing strategies across public and private securities.

Lameck Lukanga is a CFP® professional with 11 years of industry experience, currently serving at Life Line Wealth Management LLC. He has held roles at affiliated entities including Life Line Holdings, Inc. and Life Line Financial Group since 2011. Lukanga is also a member manager of Life Line Financial Group, a firm providing tax preparation, business management, and accounting services. Life Line Wealth Management offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, and privately held small businesses. The firm employs a Modern Portfolio Theory-based approach with a buy-and-hold strategy, focusing on asset allocation through primarily passive ETFs and customized portfolios managed mostly on a discretionary basis.

Abel Santibanez is a financial advisor with Mason & Associates, Inc. in Los Angeles, CA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been associated with Stonemark Wealth Management and The Leaders Group, Inc. since 2015 and 2017, respectively. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes strategic and tactical asset allocation, sector rotation, and global diversification, typically using mutual funds and ETFs.

Robert Peters is a financial advisor at AWM Capital, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at George Brown Sports Club and Retirement Nationwide. Before entering the financial industry, he was a student-athlete for six years. 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 employs a multi-team approach with 24 advisors and focuses on liability-driven investing and diversified asset-allocation strategies using mutual funds, ETFs, equities, bonds, and third-party managers.

David Petray is a financial advisor with Syndicated Capital, Inc. He holds a Series 63 designation and has 37 years of industry experience. He has worked at Syndicated Capital since 2001 and was previously with A. G. Edwards & Sons, Inc. since 1998. Outside of his advisory role, he is involved as a luxury travel advisor and also works as a mortgage advisor on a part-time basis. Syndicated Capital, Inc. provides money management, portfolio management, and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm manages approximately $137 million on a discretionary basis and offers customized investment programs tailored to clients’ objectives, risk tolerance, and time horizons.