Jeffrey Pih is the sole advisor at Pih Investments, LLC in South Pasadena, CA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, including six years as Director of Accounting and Financial Planning at Biosys Laboratories, Inc. In addition to his advisory role, he is an independent insurance agent offering life and disability insurance products. Pih Investments, LLC is a small independent advisory firm providing investment management and financial planning services to individuals and pension and profit-sharing plans, including ERISA plan advisory. The firm employs fundamental analysis, discretionary portfolio management, and offers financial planning on an hourly or fixed-fee basis.

Kevin Sheldahl is a CFP® professional with 24 years of experience in the financial advisory industry. He has been the principal at Appian Way Financial since 2013, following prior roles at Bridge Advisory LLC, Pension Architects Advisory Group, Penniall & Associates, Inc., and Ameriprise. He is also licensed as an insurance agent with unaffiliated carriers. Appian Way Financial is an independent SEC-registered investment adviser serving individual, high-net-worth, charitable, and institutional clients. The firm provides tailored financial planning and discretionary portfolio management using a blended investment strategy that incorporates fundamental and technical analysis.

Patrick Powers is a financial advisor at WealthWise Asset Management LLC with a Series 65 designation and one year of industry experience. He has been involved in entrepreneurial activities through PowersTech, Inc. and Newport Thin Film Laboratory, Inc. outside of his advisory role. WealthWise Asset Management provides investment advisory and wealth-planning services to individuals, families, corporate executives, business owners, and trusts. The firm offers non-discretionary advice with a focus on long-term planning, using an hourly, flat-fee billing model and providing educational seminars.

Earl Jordan Yaokasin is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has been the sole advisor at Wealtharch Investment Services, LLC since 2014. Wealtharch Investment Services, LLC advises individuals, charities, and corporate entities, offering financial planning, portfolio and wealth management, and a subscription research service for self-directed investors. The firm employs a value-driven, fundamental analysis approach focused on intrinsic value and long-term holdings in U.S. equities, with portfolios tailored to clients’ objectives and risk tolerance.

Joseph Lora is a CFA® charterholder with 23 years of industry experience. He is the sole advisor at Fig Tree Capital, an independent firm he has led since 2017. His prior experience includes roles at Merrill, Investacorp Advisory Services, Wells Fargo Clearing, Banc of America Investment Services, Ameriprise, and Equitable Advisors. Fig Tree Capital provides fee-based financial planning, investment management, and educational seminars to individual and high-net-worth clients. The firm employs tailored investment strategies documented in policy statements and offers both discretionary and non-discretionary portfolio management without selling insurance or annuity products.

Carlota Venegas is a CFP® and holds a Series 66 license with 16 years of industry experience. She has worked at Clifford Swan Investment Counsel and Ameriprise Financial Services before founding Raven Wealth Advisors in 2026. Raven Wealth Advisors is a fee-only registered advisor providing investment management and financial planning services to individuals, corporations, and businesses. The firm offers specialized divorce financial planning and educational seminars, managing portfolios through a mix of fundamental, technical, and cyclical analysis with both discretionary and non-discretionary arrangements.

Edwin Choi is the principal of Mariposa Capital Management, LLC, an independent advisory firm based in Pasadena, CA. He holds a Series 63 designation and has 17 years of industry experience. Since 2014, Choi has also served as CEO of Capitect, Inc., a company that provides online software and automated portfolio management services to wealth management firms. Mariposa Capital Management offers discretionary asset management and non-discretionary investment planning primarily to individual clients and some business entities. The firm employs an evidence-based, goal-oriented investment approach that emphasizes long-term focus, diversification, cost- and tax-efficiency, and combines strategic asset allocation with tactical adjustments using quantitative analysis.

Cathy Zhang is the principal advisor at Easy Sunday Financial Planning in San Gabriel, CA. She holds a Series 65 credential and has been operating in the financial planning industry since 2026. Prior to founding Easy Sunday Financial Planning, she ran See Why Zhang LLC dba Easy Sunday Club, a creative business, for ten years. Easy Sunday Financial Planning is a fee-only registered investment adviser serving individuals, families, and small businesses. The firm uses primarily passive investment strategies within an asset-allocation framework and offers both ongoing investment management and one-time planning engagements.

Jeffrey Wang is a CFA charterholder and principal at Kelmar Capital Management, LLC in Pasadena, CA, with 25 years of industry experience. He has served as treasurer for the City of La Cañada Flintridge since 2006, managing the municipality’s investment portfolio alongside his advisory work. Prior to founding Kelmar Capital in 2001, he worked at Stone Bridge Investment Partners LLC for one year. Kelmar Capital Management provides independent investment advisory services primarily to high-net-worth individuals and family groups, focusing on personalized, tax-aware portfolio management. The firm employs a conservative, value-oriented investment approach with an emphasis on mid- to large-cap equities and fixed income, maintaining a small client base and policies designed to limit conflicts of interest.

Harry Woo is a financial advisor registered with SC Advisory. He holds Series 63 and Series 65 licenses and has over 10 years of industry experience, including a decade at Ares Management. His current independent advisory firm, founded in 2026, focuses on investment management for individuals, small businesses, and nonprofit organizations. SC Advisory provides fee-only investment management services with no account minimums, specializing in diversified portfolios that include equities, fixed income, and digital asset ETFs such as those holding Bitcoin. The firm emphasizes low-cost index funds, offers discretionary portfolio management, and addresses the unique risks associated with digital assets.

Isai Juarez is a financial advisor at Journey Equity Wealth Management LLC in Downey, CA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Centaurus Financial, Inc., NEST EGG ETFs, LLC, and J.P. Morgan Chase bank. Juarez operated a business called Premier Hookah Supplies in 2018. Journey Equity Wealth Management serves individual clients, trusts, pension and profit-sharing plans, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach with tailored portfolios using a variety of investment strategies and offers a broad range of services despite its relatively small size.

Paul Lo is a Certified Financial Planner (CFP®) with 35 years of industry experience. He is the sole advisor at Hypo Financial Services and Investment Adviser, an independent firm where he has worked since 2012, with prior roles at firms including Unicredit Financial Services and Key West Investments. Outside of investment advising, he works as an independent contractor with fixed life insurance companies such as Assurity, AIG American General, and Allianz. Hypo Financial Services and Investment Adviser provides portfolio management and financial planning primarily to individual clients, utilizing a strategic, long-term asset allocation approach supplemented by tactical adjustments. The firm employs both fundamental and technical analysis in selecting securities and offers discretionary and non-discretionary management services.

David Sweet is a CFP® professional with 23 years of industry experience. He has been with DES Financial Group, LLC since 2014 and has also maintained an affiliation with LPL Financial since 2009. DES Financial Group provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm constructs portfolios using a range of securities including stocks, bonds, mutual funds, ETFs, options, and alternative investments, and employs active strategies such as options and short sales while tailoring portfolios based on clients’ goals, time horizon, and risk tolerance.

Cristopher Cuevas is a financial advisor at Bright Legacy LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley and Raymond James. Outside of advising, he serves as president and loan originator for a mortgage company and also consults on business cloud solutions. Bright Legacy provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer-sponsored retirement plans. The firm follows a primarily long-term, value-oriented investment approach, combining fundamental and technical analysis to manage portfolios that include individual stocks, ETFs, and mutual funds.

Jeffrey Martinez is a financial advisor at Treveri Capital with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Rainmaker Securities, LLC. Outside of his advisory role, he owns a sales and marketing consulting business and is involved in cybersecurity business development. Treveri Capital provides discretionary asset management services to individuals, high-net-worth clients, and small businesses, using tailored portfolios based on model allocations that emphasize long-term, index-focused ETF strategies informed by modern portfolio theory and risk/return analysis. The firm also incorporates actively traded large-cap crypto assets in suitable client strategies.

Mark Lechler is a financial advisor at Pacific Trust Wealth Management in Pasadena, CA, with 14 years of industry experience. He holds a Series 66 designation and previously worked at J.W. Korth & Company from 2011 to 2017. Pacific Trust Wealth Management is an independent, single-advisor registered investment adviser serving a small client base with tailored financial planning and discretionary portfolio management. The firm focuses on qualified clients and employs a combination of asset allocation and fundamental analysis through strategies ranging from a Global Macro approach to more conservative risk-hedging methods.

Charles Bettendorf is the sole advisor at Greyfield Capital Management LLC in San Marino, CA, holding a Series 65 designation with eight years of industry experience. He has been with Greyfield Capital Management since 2017 and was self-employed from 2014 to 2016. Greyfield Capital Management provides discretionary investment management to individuals, trusts, and charitable organizations. The firm employs machine-learning models combined with fundamental due diligence to manage concentrated, low-turnover portfolios across various market capitalizations and countries, aiming for returns that exceed buy-and-hold strategies.

Paul Li is a CFA® charterholder and the sole advisor at Exciten Capital LLC in La Canada, CA, with 13 years of experience in the financial industry. He has led Exciten Capital since its founding in 2013. Outside of his advisory role, he is involved with Aspen Li Partners, Super Investment, and Cypress Evergreen LLC. Exciten Capital LLC is an independent advisory firm focused on discretionary portfolio management and investment advice for individuals and small businesses. The firm employs a primarily quantitative investment process that utilizes a broad range of instruments and strategies, including leverage and short selling, while maintaining a limited client base and performance-based compensation arrangements.

Timothy Moore is the sole advisor at Moore Money Advisory in Azusa, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at Allstate Insurance Company for five years and is a licensed insurance agent in California, selling individual and small group policies in the Los Angeles area. Moore Money Advisory provides growth-oriented investment advisory and portfolio management services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm uses a goal-based planning process emphasizing capital preservation and risk management, offers financial planning and education through no-cost workshops, and integrates insurance discussions as part of comprehensive client service.

Javier Jimenez is a financial advisor with Firmo Investment Consulting Services in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has operated as a sole proprietor since 2011 and serves as co-pastor at New Life Christian Center, a nonprofit Assemblies of God church, where he also teaches. Firmo Investment Consulting Services provides discretionary asset management, financial planning, and consulting services primarily to individuals, trusts, estates, and business entities. The firm tailors investment programs to client objectives, using a combination of fundamental, technical, and cyclical analysis, and conducts quarterly portfolio reviews.