Scott Sommers is a financial advisor at First Financial Consulting in Pasadena, CA, with 23 years of industry experience. He holds the ChFC® designation and Series 63 license. Sommers has worked at Financial Resources Consulting Group since 2000. First Financial Consulting provides financial planning and investment consulting services to individuals, families, trusts, estates, and closely held businesses. The firm offers customizable services focused on retirement planning, tax and cash-flow analysis, estate planning, and business succession, operating primarily on a non-discretionary basis without taking custody of client assets.

Lucas Franco is a financial advisor with Oder Investment Management, LLC, holding 23 years of industry experience. He has been with Oder Investment Management since 2002, including its prior iteration as Oder & Stewart Investment Management, and also has a role at Whitetail Properties. Outside of finance, he is involved in wine production and sales through his operations role at Gogi Wines, Inc. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors with discretionary investment management, financial planning, and retirement-plan consulting. The firm applies Modern Portfolio Theory with a combination of active and passive management and global diversification, managing approximately $366.7 million across about 180 clients with a four-person advisory team.

Ying Tang is an investment adviser representative at Globalink Wealth Management, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with various Globalink entities since 2012. Outside of advisory services, she is also a fixed insurance product agent and accounting manager at Globalink Insurance Services. Globalink Wealth Management, LLC provides tailored advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diverse investment approach including charting, cyclical, fundamental, and technical analysis, and offers both discretionary and non-discretionary portfolio management.

Craig Thomas is a Series 66-licensed financial advisor at IFC Advisors LLC with three years of industry experience. Before joining IFC Advisors in 2024, he was with Wells Fargo Clearing for one year and spent a decade as a self-employed securities trader. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans. The firm employs a tax- and cost-focused asset allocation approach combining active and passive strategies across multiple asset classes, integrating third-party independent managers and alternative investments for qualified clients within a comprehensive wealth management program.

Millu Ramirez is a CFP® professional at Highline Wealth Partners with 13 years of industry experience. She has previously worked at UWM Insurance Services, Urban Wealth Management, and Steel Peak Wealth Management. Ramirez is also licensed as a California insurance agent and offers fixed insurance products to clients. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities with investment management, financial planning, family office services, and corporate retirement plan consulting. The firm uses a centralized Investment Committee to manage portfolios and provides educational workshops and comprehensive support services.

Jasmine Kwok is a financial advisor at Dew Point Capital in Los Angeles, holding a Series 65 designation. She has one year of experience in advisory services, previously working at ICONAC Business Management, City National Bank, BCG Digital Ventures, and Spin Artist Agency. Dew Point Capital is an SEC-registered advisory firm serving individuals, pension plans, trusts, estates, charitable organizations, and businesses with fee-based discretionary portfolio management and financial planning. The firm manages approximately $512 million in assets, using a strategic allocation approach that incorporates fundamental and cyclical analysis and a primarily long-term purchase strategy with periodic short-term adjustments.

Samuel Landman is a financial advisor at Westside Financial Advisors LLC with experience spanning several roles in financial services and real estate since 2015. His background includes positions at Concord Companies, Wealthstone, and Global Integrity Realty Group. Outside of advisory work, he is involved in capital raising and real estate syndication. Westside Financial Advisors LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, including high net worth clients, as well as corporations and businesses. The firm employs a primarily passive, asset-class-based investment approach and integrates fundamental and technical analysis, occasionally utilizing third-party sub-advisors.

Michael Liao is a financial advisor at Globalink Wealth Management, LLC with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Globalink Securities, Inc. since 2004. In addition to his advisory role, he provides management and marketing consulting through Investlink America, LLC, serving clients including new immigrants and import-export businesses. Globalink Wealth Management offers hourly and fixed-fee financial planning alongside discretionary and non-discretionary portfolio management for a diverse client base. The firm employs a variety of investment strategies, including fundamental and technical analysis, and maintains affiliations with broker-dealers and licensed insurance agents to support clients with complex, cross-border financial needs.

Yehoshua Wyne is a financial advisor at RVW Wealth LLC with four years of industry experience. He holds a Series 65 designation and has worked at RVW Wealth since 2022. Outside of his advisory role, he is affiliated with Young Israel Aish of Las Vegas. RVW Wealth LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental research approach with portfolios typically allocated between equity ETFs and mutual funds, as well as fixed-income securities.

Michael Milam is a financial advisor at California Financial Partners, Inc. with 25 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2001 and Milam, Knecht & Co., LLP since 1994. Outside of advisory services, he is involved in marketing consulting management through Milam and Knecht Management Services, Inc. California Financial Partners provides financial planning and consulting services to individuals, business entities, and pension and profit-sharing plans. The firm follows a structured planning process and uses fundamental analysis and public research when evaluating investments, but does not manage client assets or engage in discretionary portfolio management.

Chelsea Traub is a financial advisor at Evolve Private Wealth, LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at Seia LLC, OSAIC, RBC Capital Markets, J.P. Morgan Securities, and JPMorgan Private Bank. Outside of her advisory role, she has been involved as a client service associate at Seia LLC. Evolve Private Wealth serves individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets across 679 clients and emphasizes a long-term investment approach using diversified portfolios of mutual funds, ETFs, equities, bonds, and alternative investments, supplemented by AI decision-support tools.

Erik Ridgley is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He has been with Salem Partners Wealth Management, LLC since 2018 and previously worked at Citigroup Global Markets Inc. for 11 years. Salem Partners Wealth Management provides discretionary investment supervisory and portfolio management services to high-net-worth individuals, families, trusts, and other entities. The firm manages approximately $413 million, focusing on sizable accounts with customized, diversified portfolios and a disciplined investment process that includes fundamental valuation and risk monitoring.

Antoine Souma is a financial advisor at Galliott Capital Advisors, LLC with 26 years of industry experience. He has held positions at firms including Morgan Stanley, J.P. Morgan Securities, Deutsche Bank Securities, and UBS Financial Services. Souma serves on the board of the Lebanese American Foundation - House of Lebanon and acts as a resource facilitator and treasurer for the Los Angeles Sheriff’s Department. Galliott Capital Advisors is a boutique family-office and investment advisory firm serving high- and ultra-high-net-worth individuals, families, businesses, institutional clients, and retirement plan sponsors. The firm offers asset and portfolio management, financial planning, multi-family office services, and sponsors private investment vehicles, tailoring portfolios with a range of equities, fixed income, ETFs, options, and alternative investments.

Eric Zurbrugg is a CFP® with 21 years of industry experience, currently serving as an advisor at IFC Advisors LLC since 2024. He previously worked at Wells Fargo Bank and Wells Fargo Clearing Services, LLC from 2004 to 2024. Outside of his advisory role, Zurbrugg is a team manager for a local soccer club. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies and is notable for operating special purpose vehicles and private fund vehicles.

Leighann Miko is a CFP® professional with 10 years of industry experience, currently with Avise Financial since 2023. Prior to joining Avise, she worked at Equalis Financial LLC for nine years and has provided tax and business management services through StatusFlow since 2020. Her role at StatusFlow represents a notable non-investment activity alongside her advisory duties. Avise Financial serves individual and institutional clients, including high net worth individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary investment management combined with comprehensive financial planning, employing a mix of fundamental, technical, and cyclical analysis as well as Modern Portfolio Theory to create diversified portfolios.

Geoffrey Sokol is a financial advisor at GT Investment Management, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and Grow Think Investment Management. Outside of his advisory role, he coaches children in martial arts in Hawthorne, California, and serves on the city's Civil Service Commission. GT Investment Management provides investment management and financial planning primarily to high-net-worth individual clients. The firm employs a blend of fundamental, technical, and cyclical analysis to create tailored portfolios and offers both discretionary and non-discretionary management alongside access to alternative investments and equity options strategies.

Phillip Wildes is a financial advisor at Arroyo Investment Group, LLC with three years of industry experience. He holds a Series 63 designation and has worked at several firms, including Purshe Kaplan Sterling Investments and 49 Wealth Management. Outside of his advisory role, he is also engaged in the sales of fixed/traditional insurance products. Arroyo Investment Group is a fee-only investment management and financial planning firm managing approximately $319.5 million in client assets. The firm serves individuals and institutional clients using a discretionary, model-driven approach with proprietary screening and primarily no-load mutual funds.

Luis Salas Ruiz is a financial advisor at First Financial Consulting in Pasadena, CA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America and Merrill. He has experience working with nonprofit and educational organizations, including the Calvert House Catholic Center and the Hispanic Scholarship Fund. First Financial Consulting provides financial planning and investment consulting to individuals, families, trusts, estates, and closely held businesses, focusing on non-discretionary services with client-directed implementation and regular portfolio monitoring.

Matthew Humiston is a financial advisor at AMI Asset Management Corp in Los Angeles, CA, holding a Series 65 designation with 25 years of industry experience. He has been with AMI Asset Management since 2000. Outside of his advisory role, he is a one-third partner in HUMATA Partners and BPM Partners, partnerships focused on real estate investments, spending less than 10% of his time on these activities. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, managing equity and fixed-income strategies through a fundamental, bottom-up research process. The firm serves a variety of clients, including high net worth individuals and pension plans, and is notable for its role as a private fund adviser and manager of pooled vehicles.

Robert Gillard is a CFP® professional with 27 years of experience in the financial services industry. He has worked at California Financial Partners, Inc. since 2014 and has been affiliated with LPL Financial, LLC since 2013. In addition to his advisory work, he is a notary public. California Financial Partners, Inc. provides financial planning and consulting services to individuals, business entities, and plans such as trusts, estates, 401(k)s, and IRAs. The firm follows a structured planning process and uses fundamental analysis and public research in its investment evaluations, focusing on advisory services without managing client assets or providing discretionary portfolio management.