Christopher Siraganian is a Certified Financial Planner (CFP®) with 10 years of experience in the financial advisory industry. He has been with First Financial Consulting since 2016. First Financial Consulting provides financial planning and investment consulting services to individuals, families, trusts, estates, and closely held businesses. The firm offers customizable project-based or ongoing services and focuses on non-discretionary advice, with clients retaining custody of their assets and directing implementation.

Mia Carla Dizon is a financial advisor at Sage Rhino Capital LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill from 2016 to 2022. Outside of her advisory role, she serves as treasurer for One Seed Community Garden, where she handles bookkeeping and coordinates donation letters. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in client assets and employs a range of investment strategies including fundamental, quantitative, sector, and cyclical analysis, with the use of derivatives and options-related strategies in separately managed accounts.

Larry Gunstream is a financial advisor at Osaic Wealth, Inc. with 44 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at FSC Securities Corporation for 32 years. In addition to his advisory role, he operates a sole proprietorship as an insurance agent and provides portfolio review and technical analysis services through Southland Equity Partners LLC. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments, asset-allocation planning, and portfolio optimization, offering a wide range of investment products and access to multiple custodial platforms.

Ara Gasparian is a financial advisor at WESCAP Group in Glendale, CA, holding a Series 65 designation with three years of industry experience. He has been with WESCAP Group since 2015, including the firm's earlier formation and its current iteration. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s investment approach combines strategic and tactical asset allocation with global diversification and a contrarian, value-oriented emphasis, using mutual funds, ETFs, and, for certain clients and their pooled vehicle, options-based strategies and leverage.

Craig Colbath is a financial advisor at Pasadena Private Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GT Securities, Inc., Singpoli Private Wealth Corporation, and related Singpoli entities prior to his current roles. Outside of his advisory work, he serves on the board of the Pasadena Symphony & Pops and is involved as an investor in a sailing charter business as well as a catering and restaurant enterprise. Pasadena Private Wealth is a multi-team registered investment adviser managing approximately $1.61 billion in assets as of December 31, 2025. The firm serves individuals, high-net-worth families, trusts, pension plans, and corporate clients through discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, employing fundamental analysis and a long-term investment approach across various asset classes.

Pasha Shemirani is an advisor at Wealth Management Partners, LLC with one year of industry experience. Prior to joining Wealth Management Partners, he was associated with Parda Group and has been a student for the past ten years. Wealth Management Partners, LLC serves individuals, trusts, pension and profit-sharing plans, and corporate entities by providing discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $793 million in assets and employs a mix of fundamental, technical, and quantitative investment strategies, with notable use of derivatives, margin transactions, and digital asset advisory services.

Rex Chan is a financial advisor at Logic Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at LanguageLine Solutions and Sophis Real Estate Inc. In addition to his advisory role, he holds licenses as a Life Accident and Health Agent and Property and Casualty Broker in California. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other business entities. The firm provides discretionary portfolio management, participant account management, and financial planning, tailoring investment strategies through fundamental, technical, and cyclical analysis with regular portfolio reviews and rebalancing.

Ik Choi is a CFP® and Series 66 registered advisor with 15 years of industry experience. He is currently with Pasadena Private Wealth, LLC, where he has worked since 2018, and has prior experience at firms including Merrill Lynch and Bank of America. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and business entities, offering asset management, financial planning, retirement consulting, and private fund management. The firm’s investment approach combines fundamental analysis with long-term portfolio construction, utilizing model-driven portfolios, third-party managers, and a range of asset classes including digital assets and alternative strategies.

Charles Mason is a CFP® with 54 years of industry experience, currently serving at Mason & Associates, Inc., a firm he has been with since 2006. His prior experience includes six years at Mutual Securities, Inc. He is also involved in insurance-related businesses as a sole proprietor and member of multiple insurance agencies. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, providing financial planning, investment management, and limited-scope planning services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes strategic asset allocation, sector rotation, and global diversification.

Steven Cooper is a financial advisor at Dew Point Capital with 15 years of industry experience. He holds a Series 66 designation and previously worked at Steel Peak Wealth Management and UBS Financial Services. He is also a licensed insurance agent and occasionally offers insurance products to clients. Dew Point Capital provides fee-based discretionary portfolio management and financial planning to individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities. The firm uses a custom, strategic allocation approach focused on long-term purchase strategies while allowing short-term trades in unusual market conditions.

Russell Hall is a CFP® professional with 19 years of experience in financial advising, currently serving at Eclectic Associates, Inc. since 2007. He is based in Fullerton, CA, and works within an 11-advisor team at the firm. Eclectic Associates, Inc. is a fee-only, SEC-registered investment adviser that provides discretionary investment management, integrated financial planning, and consulting to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets and employs diversified portfolios based on Modern Portfolio Theory with a fiduciary duty on retirement accounts.

Simon Holford is a financial advisor at Pasadena Private Wealth, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Bank of America, and Pensionmark Securities. Holford is also involved as a general partner in a real estate investment fund and serves as a trustee managing assets for an irrevocable trust. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, providing asset management, financial planning, and retirement consulting. The firm employs a fundamental, long-term investment approach with flexibility for shorter-term trading, utilizing model-driven portfolios, third-party managers, and a range of asset classes including ETFs, mutual funds, and alternative strategies.

Grant Colin is a financial advisor at Monarch Wealth Strategies with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, Inc. and SES Inc. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting primarily to affluent individuals, families, trusts, and pension plans. The firm employs a combination of fundamental and technical research to manage portfolios using mutual funds, ETFs, individual securities, and alternative investments on a case-by-case basis.

Catherine Henning is a financial advisor at Pacific Global Investment Management Company with 22 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Pacific Global in various capacities since 2001. Pacific Global serves individual investors, including high-net-worth and non-HNW clients, as well as pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm uses fundamental research and a proprietary screening process for investment decisions, emphasizing value-oriented or core equity styles and total return fixed-income management.

Nicholas Welsh is a CFA® charterholder with 31 years of industry experience. He has been with LK&A Investment Counsel since 2013. The firm provides discretionary investment management primarily to high net-worth individuals, trusts, foundations, and limited liability companies. LK&A focuses on larger-capitalization equities with long-term earnings growth, maintaining relatively concentrated portfolios and a long-term holding strategy, while also constructing bond ladders for fixed-income allocations based on fundamental research and macroeconomic analysis.

Michael Fang is a financial advisor at Globalink Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TransGlobal Advisory, LLC and Globalink Securities, Inc. Fang is also a licensed insurance agent with Transpacific Financial Services. Globalink Wealth Management provides hourly and fixed-fee financial planning as well as discretionary and non-discretionary portfolio management for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diverse investment approach that includes charting, cyclical, fundamental and technical analysis, offering strategies ranging from long-term holdings to active trading and option writing.

Jae Lee is a financial advisor at Stonemark Wealth Management with two years of industry experience. He holds a Series 65 credential and has worked in various roles including at Clever Care Health Plan and American Golf Co. Outside of his advisory role, Jae Lee owns and operates JML Golf Instruction, LLC, where he provides golf lessons. Stonemark Wealth Management is a team-based investment adviser serving individuals, trusts, and retirement plans. The firm uses customized model portfolios and a combination of fundamental and technical analysis, incorporating option strategies and selective use of leveraged or inverse ETFs to manage client portfolios.

Bonnie Wusz is a CFP® professional with 43 years of industry experience, currently serving at BW & Associates, Inc., a firm she has been affiliated with since 1989. She previously worked at Girard Securities, Inc. from 2002 to 2017 and Cetera Wealth Services, LLC from 2017 onward. She holds Series 63 and Series 65 licenses in addition to her CFP® designation. BW & Associates, Inc. manages individual portfolios and provides financial planning and consulting to individuals, charitable organizations, and businesses. The firm employs a long-term, asset-allocation-driven approach focused on buy-and-hold strategies using mutual funds and ETFs, operating primarily on a non-discretionary basis with client approval for all trades.

Thomas Hanson is a financial advisor at First Wilshire Securities Management, Inc. with 39 years of industry experience. He has been with First Wilshire since 2010 and also serves as Chairman and President of Trivest Capital Management, Inc., where he has worked since 1993. Hanson holds a Series 63 designation. First Wilshire provides discretionary investment management to individuals, corporations, and charitable entities, focusing on a value-oriented, small- and micro-cap equity investment style. The firm manages both separately managed accounts and affiliated private funds, employing fundamental research and tactical portfolio allocation.

Sylvia Salguero is a financial advisor with Albitz/Miloe and Associates, Inc., holding a Series 66 credential and bringing 22 years of industry experience. She has worked at Cetera and its affiliated entities since 2001, alongside her longstanding role at Albitz/Miloe and Associates. Albitz/Miloe and Associates is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as trusts, charities, and corporate plans. The firm manages approximately $821 million in assets across 657 client relationships, offering discretionary managed accounts, variable-annuity allocation services, and quarterly advisory reporting tailored to client objectives and risk tolerances.