Wei Jing is a financial advisor at East West Wealth Advisors LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Cetera and East West Bank. East West Wealth Advisors provides discretionary separately managed accounts for high-net-worth individuals, trusts, and institutional investors, using a goals-based, multi-asset investment approach overseen by an Investment Policy Committee. The firm also sponsors a wrap-fee program and manages portfolios with attention to liquidity and tax-aware transitions.

David Chung is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA, with 22 years of industry experience. He holds a Series 66 designation and has worked at Logic Wealth Management since 2010. His prior experience includes roles at Sophis Real Estate, Inc., Wealth Management Coach, LLC, and Castle Group Investment Counsel, Inc. Outside of his advisory work, he is involved with Sophis Real Estate, Inc. Logic Wealth Management serves a diverse client base including individual investors, trusts, estates, retirement plans, and corporations. The firm provides discretionary portfolio management, account management for retirement and HSA accounts, as well as financial planning and consulting, utilizing a combination of fundamental, technical, and cyclical analysis tailored to each client.

Daniel Beckwith is a CFP® with 11 years of experience in the financial services industry. He has worked at First Financial Consulting since 2018 and previously spent two years with WESCAP Group. Beckwith is based in Pasadena, CA, and holds the Series 66 designation. First Financial Consulting is a team-based firm serving individuals, families, trusts, estates, and closely held businesses. The firm provides financial planning and investment consulting through customizable, project-based or ongoing services, focusing on client-directed implementation without discretionary trading authority.

Joseph O’Boyle is a CFP® credentialed financial advisor with 23 years of industry experience. He is the president and owner of O’Boyle Wealth Management, Inc. in Beverly Hills, CA, and previously worked at Voya Financial Advisors from 2014 to 2018. Outside of his advisory role, he is also active as an independent insurance agent specializing in life, health, disability, and fixed insurance products. O’Boyle Wealth Management serves individuals, including high-net-worth clients, trusts, employer retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, consulting, and held-away retirement account management, utilizing an investment approach that includes discretionary account management, asset allocation, core-satellite strategies, and a broad range of investment tools.

Nicholas Gutierrez is a financial advisor at JSF Financial, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at NewEdge Securities, Westlake Financial, and in various other roles including at In-n-Out Burger and J. Crew. JSF Financial provides discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm manages approximately $1.73 billion in client assets and employs dynamic asset allocation, model portfolios, and quantitative analysis as part of its investment approach.

Scott Shagrin is a financial advisor with Beverly Hills Private Wealth, LLC, holding a CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including prior roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He has been with Beverly Hills Private Wealth since 2022. Beverly Hills Private Wealth 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 a range of strategies across public and private securities.

Payton Thompson is a financial advisor at Dew Point Capital with a Series 65 designation and one year of industry experience. Prior to joining Dew Point Capital, Thompson held roles at Pepperdine University, JRK Property Holdings, and NorthStar Ski Resort. He also has experience as a member of the Boothbay Harbor Yacht Club. Dew Point Capital is an SEC-registered advisory firm that provides fee-based discretionary portfolio management, financial planning, retirement income planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages approximately $512 million in client assets and employs a strategic allocation approach that incorporates fundamental and cyclical analysis with a long-term purchase strategy and occasional short-term adjustments.

Hong Tran is a CFP® professional with 16 years of experience in the financial services industry. He has been with Logic Wealth Management since 2010 and also worked at Origin Financial LLC starting in 2021. Tran holds a Series 65 license and provides investment advice and financial planning. Logic Wealth Management serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations. The firm employs a tailored investment approach combining fundamental, technical, and cyclical analysis, managing portfolios with discretionary trading authority and regular reviews.

William Chapman is a Personal Investment Advisor (PIA) at Merrill Lynch Wealth Management. In his role at Merrill, he provides financial guidance and investment strategies tailored to client needs. He holds a Bachelor's Degree and a Master's Degree from the Purdue University System. His academic background supports his expertise in wealth management and financial planning.

Jeffrey Locke is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is currently with AWM Capital, LLC, where he has worked since 2023. Prior to this, he held roles at Five Oceans Advisors and has a background that includes various positions in professional sports organizations. Locke serves as Treasurer and Board Member for The 3rd Decade, a nonprofit providing financial education and mentoring to underserved populations. 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 manages approximately $1.15 billion through a multi-team staff of 24 advisors, focusing on liability-driven investing and asset allocation using an open-architecture platform.

Chi Zhang is a financial advisor at Logic Wealth Management, LLC with a Series 65 designation and three years of industry experience. Prior to joining Logic Wealth Management, Chi Zhang worked at Olive Asset Management for one year. Chi Zhang has also operated as a solo practitioner attorney since 2015. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other business entities with tailored investment strategies combining fundamental, technical, and cyclical analysis. The firm offers discretionary portfolio management and financial planning, with regular portfolio reviews and rebalancing.

Michael Oconitrillo is a financial advisor with Secure Investment Management, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Cetera and Strategic Fortune Wealth Management. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach centered on Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, third-party managers, and direct indexing tailored to client objectives.

Alex Chalekian is a financial advisor with Lake Avenue Financial LLC in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Lake Avenue Financial and its predecessor firms since 2014 and previously spent 17 years at LPL Financial. Outside of advisory work, he is involved with Disrupter Labs, LLC, a real estate investment and consulting business. Lake Avenue Financial LLC serves individual clients, including high-net-worth and non-HNW individuals, as well as brokerage customers and financial institutions. The firm offers financial planning and portfolio management using customized asset allocation and model-based strategies, combining fundamental, technical, and cyclical analysis with ongoing supervision and rebalancing.

Rachel Liao is a financial advisor at Globalink Wealth Management, LLC in Pasadena, CA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Globalink Wealth Management, she spent several years in educational roles at local schools. Globalink Wealth Management offers financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a range of investment strategies including fundamental and technical analysis, long-term holdings, active trading, and option writing, and provides access to both in-house and third-party discretionary management.

Justin Mccurdy is a financial advisor at Manhattan West Asset Management, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Manhattan West since 2017, previously working at AdvicePeriod, LLC. Outside of his advisory role, he is president of a summer basketball camp program called ProSkills. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and a Digital Asset Advisory Program. The firm employs a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis across various investment strategies, managing over $1 billion in assets.

Kevin Lum is a CFP®-credentialed financial advisor with seven years of industry experience. He has worked at Foundry Financial LLC since 2019 and previously spent six years at The Table. Outside of his advisory role, he dedicates time weekly to managing insurance sales. Foundry Financial LLC offers discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and charitable organizations. The firm uses a risk-based, diversified investment approach with adviser-held discretion to manage long-term client portfolios.

Kevin Sacre is a financial advisor with Atlantic Investments a Registered Investment Advisor, Inc. in Los Angeles, CA, holding a Series 65 designation and 11 years of industry experience. He has worked at Atlantic Investments since 2015 and Atlantic Financial Services, Inc. since 2017. Outside of financial services, Sacre owns Sacre Images, a photography business established in 2010. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm does not manage client assets directly but offers services including retirement planning, cash-flow and tax reviews, estate planning modules, and referrals to other professionals.

Scott Hood is a CFP® and CFA® with 33 years of industry experience, currently serving at First Wilshire Securities Management, Inc. since 1998. He holds a controlling ownership interest and officer roles in affiliated management entities Lake Street Management, LLC and Mount Wilson Management, LLC. First Wilshire Securities Management, Inc. provides discretionary investment management to individuals, high-net-worth clients, pension and institutional accounts, focusing on a value-oriented approach to small- and micro-cap U.S. and foreign equities. The firm manages separately managed accounts and affiliated private funds, employing fundamental research and an investment committee to guide portfolio decisions.

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 26 years of industry experience, currently serving at California Financial Partners, Inc. since 2001. He also maintains a concurrent affiliation with LPL Financial. California Financial Partners provides financial planning and consulting services to individuals, business entities, and pension and profit-sharing plans, focusing on cash flow, retirement, tax, insurance, and estate planning. The firm follows a structured planning process and relies on fundamental analysis and public research sources in evaluating investments, without managing client assets or providing discretionary portfolio management.