Jason Kolker is a financial advisor at Mapleton Capital Management, LLC with 24 years of industry experience. He holds a Series 65 designation and has worked at Mapleton Capital Management since 2000 and Ocean Park Capital Management since 1999. Mapleton Capital Management serves as the general partner and investment adviser to three privately offered pooled funds and provides subadvisory portfolio management to high-net-worth individuals, family offices, and trusts. The firm’s investment approach is based on fundamental research to identify early inflection points in company value and often employs an aggressive, relatively short-term trading style including short selling, options, and leverage.

Andrew Edstrom is a financial advisor with WESCAP Group in Glendale, CA, holding Series 63 and Series 65 designations and possessing 13 years of industry experience. He has been with WESCAP Group since 2012. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to a range of clients including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with global diversification and a contrarian, value-oriented emphasis, utilizing mutual funds, ETFs, and for certain clients, options-based strategies and leverage.

Sterling Louviere is a financial advisor at Cabin Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cabin Securities, Inc., Claraphi Advisory Network, LLC, and Newbridge Securities. Outside of advising, he is president of Financial Architects, Inc., a firm providing consulting on tax and retirement planning strategies, and serves on the board of directors for Altadena Rotary Charities. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm provides financial planning, portfolio management, and sub-advisory services using fundamental, technical, cyclical, and asset-allocation analysis, and conducts due diligence on illiquid alternative investments.

Laurel Hackett is a financial advisor with BW & Associates, Inc. in Orange, CA, holding Series 63, 65, and 66 licenses and with 27 years of industry experience. She has previously worked at Girard Securities, Inc., Cetera Wealth Services, LLC, and has had multiple roles at BW & Associates since 2010. Hackett is also a licensed notary who provides complimentary notarization services for her clients. BW & Associates, Inc. provides investment management, portfolio management, and financial planning services to individuals, charitable organizations, and businesses. The firm employs a long-term, asset-allocation approach focused on mutual funds and ETFs, operating largely on a non-discretionary basis with a high asset-per-advisor ratio.

Michael Karapetian is a financial advisor with Lazari Capital Management, Inc., holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at firms including Honey Badger Capital LLC, Lyndhurst Securities, and Kovack Securities. Outside of his advisory work, he serves as president of the Karapetian Animal Rescue Environment Foundation, a nonprofit focused on animal rescue and environmental conservation, and holds trustee roles with Moravian University and Merlin Tuttle’s Bat Conservation. Lazari Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and an affiliated private fund. The firm employs a range of investment approaches, including discretionary portfolio management and a proprietary quantitative strategy for its private fund, and offers services such as estate and retirement planning, pension consulting, and third-party asset manager recommendations across diverse asset classes.

Edward Ternan is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with SFE since 2007. Outside of his advisory role, Mr. Ternan is a 50% owner of SilverWise LLC, a business focused on assisting families with aging-related issues. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients, providing investment supervisory services through customized portfolios and model strategies. The firm emphasizes asset allocation, a long-term total-return approach, and risk management through concentrated equity positions combined with fixed-income laddering.

Calvin Lo is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Keystone Global Partners LLC since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with SPE LBG, LLC, which operates residential solar panels for leaseback to homeowners. Keystone Global Partners provides wealth and investment management, financial planning, family office, and personal exit advisory services for affluent individuals, families, trusts, estates, charitable organizations, and institutional clients. The firm employs a diversified, multi-asset investment approach overseen by an internal Investment Committee.

Anthony Hunt is a financial advisor at Pasadena Private Wealth, LLC with five years at the firm and a total of one year of industry experience. He holds the Series 65 and Series 66 designations. Prior to his advisory role, Hunt worked for CJ Entertainment for 20 years. Pasadena Private Wealth is a multi-team registered investment adviser managing approximately $1.61 billion in regulatory assets as of December 2025. The firm serves individuals, families, trusts, pension plans, and corporate clients using a fundamentally driven, long-term investment approach across various asset classes while also providing financial planning, retirement plan consulting, and due diligence on third-party managers.

Hiromi Mime is a Series 65-registered advisor with Advanced Portfolio Strategies in Torrance, CA. She has held roles at APS Management Group, Inc. and Advanced Portfolio Strategies since 2025 and previously worked at the U.S. Embassy Tokyo and the Consulate General of Japan in Los Angeles. Advanced Portfolio Strategies serves individuals, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting. The firm employs a diversified, multi-strategy investment approach that includes fundamental, quantitative, and technical analysis as well as both long- and short-term trading techniques.

Lee Goss is a financial advisor with Cabin Advisors, LLC in South Pasadena, CA, holding eight years of industry experience. He is also a CPA and the owner of Goss & Company, An Accountancy Corporation, an accountancy firm operating since 2005. Prior to joining Cabin Advisors, he worked at Claraphi Advisory Network, LLC for six years. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm offers financial planning, portfolio management, unified managed accounts, and sub-advisory services, employing a range of investment analyses and due diligence on alternative investments.

Kyle Douthit is a financial advisor with K2 Financial Inc. in Glendora, CA, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at Lincoln Investment and has experience in various other roles outside of finance. Outside of his advisory role, Kyle creates and edits video content for JMK Ride, a skating company. K2 Financial is a team-based registered investment adviser managing approximately $191.6 million for around 393 clients. The firm offers wealth and investment management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, estates, and retirement plans, using a primarily long-term, discretionary portfolio approach with a range of investment vehicles.

Stephen Dutka is a CFA® charterholder affiliated with Skylar Wealth Management, LLC. He has 23 years of industry experience, having previously worked at Fiduciary Trust International of California before joining Skylar Wealth Management in 2026. Skylar Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and family office services to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm combines in-house portfolio management with oversight of third-party money managers and offers specialized services including wrap-fee programs and custody-sensitive family-office operations.

David Macleod is a CFP® and CFA® with 17 years of industry experience. He has been with Eclectic Associates, Inc. in Fullerton, CA, since 2010. Eclectic Associates, Inc. is a fee-only, SEC-registered investment adviser that provides discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team, constructing diversified portfolios using Modern Portfolio Theory and maintaining fiduciary standards for retirement accounts.

Melvin Nazarian Masihi is a financial advisor at Lazari Capital Management, Inc. He holds Series 63 and Series 65 designations and has experience working at Bank of America and Abra Inc. prior to joining Lazari Capital Management. He began his career in financial services recently and has also worked in educational roles at Glendale Community College and Burbank High School. Lazari Capital Management provides investment advisory and financial planning services to a variety of clients, including high-net-worth individuals, trusts, pension and profit-sharing plans, corporations, and an affiliated private fund. The firm employs a range of investment strategies and offers pension consulting, estate and retirement planning, and third-party asset manager recommendations.

Fatemeh Ashouri is a financial advisor at Monarch Wealth Strategies in Los Angeles, CA, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Monarch Wealth Strategies, she held roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. She has also worked in academic and innovation settings, including at UCLA Extension and the Techno Tejarat Innovation Center. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, pension plans, and broker-dealers. The firm manages approximately $463 million across about 390 client relationships, employing a mix of fundamental, technical, and third-party analysis alongside tax-aware and strategic asset allocation practices.

Blake Martin is a financial advisor at Cloud Capital Management with two years of industry experience. He holds a Series 65 designation and previously worked at Ark Wealth Advisors and has been a performing musician at the Walt Disney Company for over ten years. Martin is also self-employed as a musician outside of his financial advisory work. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities, offering discretionary investment management and standalone financial consulting. The firm applies quantitative and qualitative analysis, modern portfolio theory, and model-based trading to manage approximately $300 million across about 130 client relationships.

Lawrence Steinberg Jr. is a financial advisor with Cabin Advisors, LLC in Pasadena, CA, holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. His prior work includes roles at firms such as Claraphi Advisory Network, Berthel, Fisher & Company Financial Services, and LPL Financial. Outside of advising, he is involved in various business activities including ownership interests in a professional sports agency and a law firm specializing in tax optimization and estate planning. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across more than 350 client relationships. The firm offers financial planning, portfolio management, and sub-advisory services using both discretionary and non-discretionary approaches, incorporating fundamental, technical, and asset-allocation analysis.

Teri Mccasland is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, with 44 years of industry experience. She has been with SFE Investment Counsel for 19 years since 2007. SFE Investment Counsel provides investment advisory services to individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm emphasizes asset allocation and a total-return approach, typically managing concentrated portfolios through fundamental, technical, and cyclical analysis combined with fixed-income laddering to manage risk.

Omar Velasco is a financial advisor with K2 Financial Inc. in Glendora, CA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Lincoln Investment and AAA Life Insurance Company. Outside of advisory services, he manages a residential real estate investment business focused on acquiring, fixing, and flipping properties. K2 Financial is a registered investment adviser with a team of eight advisors, managing approximately $191.6 million for nearly 400 clients. The firm offers wealth and investment management, financial planning, and retirement-plan advisory services, employing a primarily long-term, discretionary portfolio approach using a diversified mix of investment vehicles and a documented policy on artificial intelligence tools.

Anitha Graves is a financial advisor at Chatterton & Associates with a Series 65 designation and three years of experience at the firm. Her prior work includes positions at Runners High, JD Inc., Macy's, California State University, Long Beach, McDonald's, and Woodcreek High School. Chatterton & Associates serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment approach using SEI asset-allocation models and provides additional tax preparation, bookkeeping, and business advisory services.