Laura Smith is a financial advisor with Pasadena Private Wealth, LLC, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at Merrill Lynch, Bank of America, Purshe Kaplan Sterling Investments, Pensionmark Securities, and GT Securities. She is part of a seven-advisor team at Pasadena Private Wealth. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, business entities, and investment companies. The firm offers discretionary and non-discretionary asset management, financial planning, retirement plan consulting, and manages private funds, using a model-driven investment process focused on fundamental analysis and long-term portfolio construction.

Yu Lung Tsao is a financial advisor at Griffinest Asia Asset Management, LLC with 25 years of industry experience. He holds a Series 65 designation and has been with Griffinest Asia Asset Management since 2021. Tsao is also the managing member of RichFun Management LLC, serving as the general partner and investment manager of RichFun Portfolio LP. Griffinest Asia Asset Management provides discretionary portfolio management and investment advisory services primarily for high-net-worth and qualified clients, including corporate and institutional accounts. The firm customizes portfolios according to clients' risk tolerance and objectives, managing accounts on a discretionary basis through a team of six advisors.

Brandon Lew is a financial advisor at Kera Capital Partners with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. Outside of finance, he has experience in the hospitality industry, including roles at The Little Friend Private Dining and The Drunken Crab. Kera Capital Partners manages over $1.3 billion for individual and institutional clients, providing discretionary and non-discretionary portfolio management alongside consulting services. The firm’s investment approach combines fundamental and quantitative analysis with an outcomes-oriented asset allocation framework and is notable for its management of private pooled vehicles and special purpose funds.

Matthew Phillips is a CFP® professional with nine years of experience in financial advisory services. He is associated with Lincoln Investment and also serves as an Investment Adviser Representative at K2 Financial. His background includes roles at Legend Advisory LLC and Waddell & Reed Inc., as well as work in the rideshare industry with LYFT and UBER. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets. The firm serves a diverse client base including individuals, employers, retirement plan participants, and charitable organizations, offering financial planning, custom and model portfolios, and access to third-party managers through both discretionary and non-discretionary account services.

Warren Grant is a financial advisor with Grant Tani Barash & Altman, LLC in Beverly Hills, CA, holding a Series 65 credential and 16 years of industry experience. He has been with Grant Tani Barash & Altman since 2004 and previously with Grant Tani Barash & Altman, Inc. since 1992. Grant Tani Barash & Altman serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and pension/profit-sharing plans. The firm operates as a multi-family office, combining business management services like bookkeeping, tax planning, and bill payment with investment advisory and consulting.

Howard Lu is a CFP®, CFA®, and Series 66 licensed advisor with 20 years of experience. He has been with First Wilshire Securities Management, Inc. since 2004. Mr. Lu is an owner and officer of Lake Street Management, LLC and Mount Wilson Management, LLC, which serve as general partners to affiliated private funds, maintaining a controlling ownership interest in these entities. First Wilshire Securities Management provides discretionary investment management to individuals, high-net-worth clients, pension and institutional accounts, and sponsors affiliated private funds. The firm employs a value-oriented investment approach focused on small- and micro-cap U.S. and foreign equities, utilizing fundamental research and direct company engagement.

Faith Lee is a financial advisor at Syndicated Capital, Inc. in Brea, CA, holding a Series 63 designation with 27 years of industry experience. She has been with Syndicated Capital since 2003. 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 advisory programs tailored to each client’s objectives, risk tolerance, and time horizon.

John Griesinger is a financial advisor at First Financial Consulting in Pasadena, CA, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with First Financial Consulting since 2009. First Financial Consulting provides financial planning and investment consulting services to individuals, families, trusts, estates, and closely held businesses. The firm delivers customizable, project-based or ongoing services and focuses on non-discretionary advising, assisting clients with implementation and monitoring while clients retain custody of their assets.

Joseph Turner is a financial advisor with Ministry Partners Securities, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Ministry Partners Securities since 2013 and previously spent eight years at Ministry Partners Investment Co. Turner serves on the board of directors for Christian Care Ministry and the Health Care Sharing Ministries Alliance, contributing to business operations and strategic planning. Ministry Partners Securities serves individuals, trusts, estates, churches, and faith-based organizations, providing financial planning and consulting with an emphasis on integrating clients’ religious or ethical values into investment strategies. The firm refers clients to selected third-party asset managers and delivers ongoing advice while maintaining a dual registration as both an investment adviser and broker-dealer.

Edward Johnson is a CFP®-credentialed financial advisor with 33 years of industry experience. He has been with California Financial Partners, Inc. since 2004. California Financial Partners provides financial planning and consulting services to individuals, business entities, and retirement plans. The firm follows a structured planning process and employs fundamental analysis and public research sources in evaluating investments, without managing client assets or engaging in discretionary portfolio management.

Geoffrey Edelstein is a CFA® charterholder with 13 years of industry experience. He has been with Granite Investment Partners, LLC since 2009. Granite Investment Partners serves institutional and affluent clients, including employee benefit plans, foundations, endowments, pension and profit-sharing plans, government entities, private funds, and high-net-worth individuals. The firm employs a bottom-up investment process combining fundamental, technical, and cyclical analysis, managing discretionary portfolios across equity, balanced, and fixed-income strategies tailored to clients’ objectives.

James Patrick is a financial advisor at Robert L. Bender, Inc. dba Robert Bender & Associates in Pasadena, CA. He holds a Series 66 designation and has been with the firm since 2013. Prior to joining the firm, he has no reported industry experience. Robert Bender & Associates provides asset and portfolio management to individual investors, high-net-worth clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs a combination of fundamental and technical analysis and offers discretionary account management with regular reviews and rebalancing.

Wendy Turk is a financial advisor at The WealthGarden F.S. LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Gerber Kawasaki, Inc. In addition to her advisory role, she serves on the board of Airport Marina Counseling Services, a mental health organization. The WealthGarden F.S. LLC provides discretionary and non-discretionary investment management, financial planning, and consulting primarily for individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm offers customized portfolios using diversified allocations, employs fundamental and cyclical analysis, and integrates estate-planning coordination alongside tax and accounting services.

Kyle Paben is a financial advisor at AR Asset Management, Inc. with six years of industry experience. He holds a Series 65 credential and has been with AR Asset Management since 2014. Outside of advising, he serves as an officer at Bask Ventures, Inc., overseeing development and finances in the agriculture and wholesale sector. AR Asset Management is an SEC-registered investment adviser managing approximately $702 million in assets for individuals, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a fundamentally driven, long-term investment approach focused on large-cap domestic and international stocks, tax-aware portfolio construction, and fixed income laddering.

Scott Rojas is a CFP® with 21 years of industry experience, currently serving as an advisor at ONE Advisory Partners, LLC. He previously worked at Eclectic Associates, Inc. for over two decades. ONE Advisory Partners provides financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and business entities. The firm offers written financial plans, portfolio monitoring, and a Virtual Family Office that coordinates financial, tax, and legal professionals.

Alexandra Mc Carthy is a financial advisor at Stonemark Wealth Management with a Series 65 designation and two years of industry experience. She previously worked at Whittier Trust Company and has held various positions across different industries, including retail and education. 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, offering discretionary portfolio management and consulting services.

Mcginnis Mccoy is a financial advisor with Prism Advisors, Inc. in Studio City, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work includes 14 years at Wells Fargo Advisors Financial Network, LLC and nine years at Personal Resources Investment and Strategic Management, Inc. Outside of advising, he serves as president of the 8-Ball Flying Club and is a board member of The Luv U Project, a charitable organization focused on mental health. Prism Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, offering 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 is notable for sponsoring its own wrap fee program and permitting margin use in managed accounts.

Kyle Hurt is a CFP® with seven years of industry experience, currently serving as an advisor at Foundry Financial LLC. His prior experience includes roles at EP Wealth Advisors, LPL Financial, and several other firms. Foundry Financial provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and charitable organizations. The firm manages approximately $232.6 million in discretionary assets and employs diversified, risk-based portfolios combining multiple investment approaches under discretionary trading authority.

Gil Pocker is a financial advisor at Scout Wealth Advisors LLC with a Series 65 designation. He has experience working at Scout Financial and GE Matrix. Scout Wealth Advisors serves individuals, trusts, retirement plans, and business clients by providing asset management, financial planning, and retirement plan consulting. The firm employs a tailored, fiduciary approach with long-term positioning and continuous portfolio monitoring, using ETFs, equities, and mutual funds.

Michael Winn is a financial advisor at Validus Capital LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including First Republic Investment Management, Sanctuary Wealth, and Boulevard Family Wealth. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth individuals and entities. The firm manages approximately $2.54 billion in total assets and offers customized, primarily long-term portfolios along with a range of integrated family office services.