Craig Bailey Jr. is a financial advisor at Granite Investment Partners, LLC, with 16 years of industry experience. He holds the Series 65 and Series 63 credentials and has held roles at firms including NWQ Investment Management Company, LLC and Mandeville Advisors LLC. In addition to his advisory work, he serves as a strategic planning advisor to the CEO of pharmaceutical manufacturing startup Equala Therapeutics Inc. Granite Investment Partners provides discretionary investment management to institutional clients, government entities, private pooled vehicles, and high-net-worth individuals. The firm employs a bottom-up research process and manages tailored separately managed accounts as well as pooled investment vehicles, serving also as managing member of a private fund and sub-adviser to registered mutual funds.

James Dang is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA. He holds a Series 65 designation and has prior work experience in real estate and furniture retail, including roles at Sophis Real Estate, Inc., COMPASS, Keller Williams, and New Line Furniture, LLC. Logic Wealth Management is a team-based registered investment adviser managing approximately $164.7 million for about 215 clients, including individuals, trusts, and retirement plans. The firm provides discretionary portfolio management, participant account management for held-away retirement and HSA accounts, and financial planning, using a combination of fundamental, technical, and cyclical analysis to tailor portfolios to individual investment policy statements.

Clint Urso is a financial advisor with Atlantic Investments, a Registered Investment Advisor, Inc., based in Los Angeles, CA. He holds a Series 65 designation and has 16 years of industry experience. Urso has worked with Atlantic Investments since 2010 and Atlantic Financial Services, Inc. since 2009. He is also an owner and insurance agent at Atlantic Financial Insurance Services, where he spends approximately half of his time. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm focuses on documenting client goals and risk tolerances, delivering financial plans, and performing periodic account reviews without managing client assets or accepting discretionary trading authority.

Jeffrey Eisfelder is a CFP® with 23 years of industry experience and is currently with SFE Investment Counsel Inc., where he has worked since 2025. His previous roles include positions at First Foundation Advisors, RBC Securities, Emerald Asset Advisors, Emerald Allocation Strategies, and Lido Advisors. Outside of his advisory work, he owns a youth travel baseball organization, GBG Southeast, which he oversees in the Southeast region. SFE Investment Counsel provides investment advisory services to individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm focuses on asset allocation and long-term, opportunistic total-return strategies, managing concentrated portfolios based on fundamental, technical, and cyclical analysis combined with fixed-income laddering.

Boris Geyzer is a CFA® charterholder with 22 years of industry experience, currently serving at JSF Financial, LLC and Mid Atlantic Capital Corporation. He has been with JSF Financial since 2000 and with Mid Atlantic Capital Corporation since 2010. Outside of his financial advisory work, he is involved as a homecare provider for a disabled relative. JSF Financial provides discretionary investment management, financial planning, wealth management, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $1.97 billion across about 791 client relationships, using a combination of bespoke portfolio management, model asset-allocation strategies, and third-party managers.

Samuel Croucher is a CFP® with seven years of experience in financial advising. He is currently with California Financial Partners, Inc., where he has worked since 2021, and also has experience with LPL Financial. California Financial Partners, Inc. provides financial planning and consulting services to individuals, business entities, and pension plans. The firm follows a structured planning process and uses fundamental analysis and public research sources when evaluating investments, without managing client assets or engaging in discretionary portfolio management.

David Chong is a financial advisor at Strategy Asset Managers L.L.C. in Pasadena, CA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Citigroup Global Markets and Morgan Stanley. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm employs a combination of fundamental equity selection, dividend-oriented and growth strategies, and quantitative market approaches, managing accounts primarily on a discretionary basis.

Jean Calache is a CFP® with seven years of industry experience, currently serving as a financial advisor at JSF Financial, LLC in Los Angeles, CA. He previously worked at NewEdge Securities Inc and spent one year at the University of California Los Angeles. 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, managing approximately $1.73 billion in client assets.

Aimee Calderon is a CFP® professional with 19 years of industry experience. She has been with Eclectic Associates, Inc. since 2015 and previously worked at For His Glory Community Church from 2014 to 2016. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets, focusing on diversified mutual funds and ETFs using Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

Jon Kmett is a financial advisor with SFE Investment Counsel Inc. in Los Angeles, CA. He holds the Series 63 designation and has 37 years of industry experience, including 19 years with SFE Investment Counsel. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients by providing individualized investment supervisory services. The firm emphasizes asset allocation and a total-return approach, managing portfolios with concentrated equity positions and a combination of fundamental, technical, and cyclical analysis alongside fixed-income laddering.

Russtin Siadatian is a financial advisor at Signature Resources Capital Management, LLC with nine years of industry experience. He holds a Series 65 credential and is also a Certified Divorce Financial Analyst, providing specialized divorce planning and analysis. Additionally, he engages in business consulting and insurance sales through his other activities. Signature Resources Capital Management serves individual and high-net-worth clients, trusts and estates, and sponsors employer-sponsored retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing a Global Target Risk strategy focused on diversification and customization of portfolios.

Lisa Westermark is a ChFC® and Series 66-registered advisor with nine years of industry experience. She is currently with Beverly Hills Private Wealth, LLC, where she has worked since 2022. Prior to this, she held roles at Bank of America and Merrill. Beverly Hills Private Wealth serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities with services including portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment process incorporating fundamental, technical, quantitative, cyclical, and sector analysis, and manages approximately $912 million in assets.

Jeremy Dicker is a financial advisor at One Wealth Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MassMutual Life and Guardian Life Insurance Company. Outside of advisory roles, he owns a consulting business focused on business operations such as payables, receivables, and succession planning. One Wealth Capital Management, LLC is an SEC-registered advisory firm managing approximately $307 million for individual and high-net-worth clients, as well as institutions. The firm employs a macro-environmental approach to tactical asset allocation, combining growth and fixed-income strategies across various investment vehicles, and offers both discretionary and non-discretionary management along with coordinated multi-phase planning services.

Stephanie Hagan is a financial advisor at Arroyo Investment Group, LLC with four years of industry experience. She has been with Arroyo Investment Group since 2013. Arroyo Investment Group, LLC provides personalized financial planning and discretionary and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a proprietary screening process to select funds for 15 model portfolios, primarily investing in no-load mutual funds and adjusting portfolios semiannually.

Wade Perry is a financial advisor at Stonemark Wealth Management in Pasadena, CA, with 28 years of industry experience. He has held positions at The Leaders Group, Inc. and has been with Stonemark Wealth Management (formerly Wespac Advisors SoCal LLC) since 2011. Perry holds Series 63 and Series 65 licenses. Stonemark Wealth Management is a team-based registered investment adviser serving individuals, trusts, and retirement plans, managing approximately $610 million across nearly 400 client relationships. The firm employs customized model portfolios using both fundamental and technical analysis, incorporates option strategies and ETFs for hedging, and offers both direct advisory and sub-advisory services.

Stacey Snow is a CFP® professional with 21 years of experience in financial advising. She is currently with Prism Advisors, Inc., a team-based firm, and previously worked at Personal Resources Investment & Strategic Management, Inc. and Wells Fargo Advisors Financial Network LLC. Prism Advisors serves individuals, trusts, retirement plans, and business entities, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a mix of fundamental and sector analysis with multi-asset allocation strategies and delivers services primarily through wrap fee programs.

Amy Marietta is a CFP® with one year of experience in financial advising, currently with Avise Financial. She previously worked at Dorsey Wealth Management and has over a decade of experience outside finance as a flute instructor. She teaches flute lessons as a self-employed activity. Avise Financial serves individual and institutional clients, offering discretionary investment management, financial planning, pension consulting, tax preparation, and business management. The firm uses a mix of fundamental, technical, and cyclical analysis combined with Modern Portfolio Theory to construct diversified portfolios and routinely engages third-party managers and custodians to support its services.

Daniel Mavraides is a financial advisor at Rebalance LLC in Beverly Hills, CA, holding a Series 65 designation with seven years of industry experience. He previously worked at INbalance Advisors, LLC and Evoke Advisors, as well as Advanced Research Investment Solutions, LLC. Rebalance LLC offers investment management, financial planning, and decision-support services to individuals, high-net-worth clients, retirement plans, and pooled vehicles through its Rebalance360 program. The firm employs a strategic asset-allocation framework focused on long-term rebalancing using a limited universe of ETFs across seven model portfolios, managing accounts primarily on a discretionary basis.

Sun Shim is a CFP®-certified financial advisor with 20 years of industry experience, currently working at Mason & Associates, Inc. since 2006. Prior to this, Sun Shim spent 11 years at Cambridge Investment Research, Inc. In addition to advisory work, Sun Shim is an independent insurance agent and a notary public. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm’s investment approach is based on Modern Portfolio Theory and includes strategic asset allocation, sector rotation, and global diversification, typically implemented through no-load or load-waived mutual funds and ETFs.

David Carter is affiliated with Strategy Asset Managers L.L.C. and has experience in the sports business sector since 1999. He has also been associated with the University of Southern California since 1994. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients with portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm employs a mix of fundamental equity selection and quantitative strategies, managing accounts on a discretionary basis and offering family office services for ultra-high-net-worth families.