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. with a Series 65 credential and one year of industry experience. Prior to joining Lazari Capital Management, he worked at Bank of America for two years and at Abra Inc. for two years. 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 proprietary quantitative investment process alongside fundamental, technical, and cyclical analysis to manage client portfolios and offers a range of services including estate and retirement planning, pension consulting, and third-party asset manager recommendations.

Derek Thomsen is a CFP® professional with eight years of industry experience. He is currently an advisor at Legacy Investment Strategies, LLC and has previously worked at RED Seven, LPL Financial, MGM Financial Group, and Crown Capital Securities. In addition to his advisory work, he is involved in tax preparation and accounting services through MGM Financial Group. Legacy Investment Strategies provides advisory services to individuals, small businesses, trusts, pooled investment vehicles, and charitable organizations. The firm offers discretionary asset management and financial planning, tailoring portfolios to client goals and risk tolerances while managing approximately $111 million in client assets.

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.

Christopher Radford is a financial advisor at Mosley Wealth Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Madison Avenue Securities, AE Wealth Management, Smart Money Group, Calton & Associates, and Duet Advisory Services. Outside of his advisory role, he provides financial services consulting through CBR LLC. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering investment management, consulting, and participant account management with integrated financial planning. The firm uses a top-down, macro-economic approach to asset allocation and combines fundamental, quantitative, and technical analysis to build diversified portfolios.

Roger Ferguson III is a financial advisor at AWM Capital, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Incluso Capital, LLC, Goldman Sachs, USC Marshall School of Business, and TDA_Boulder. AWM Capital, LLC serves high- and ultra-high-net-worth individuals, families, and private funds with fee-based investment management and comprehensive financial planning, including tax, estate, and insurance analysis as well as business consulting. The firm utilizes an open-architecture platform and a liability-driven investing framework to create customized portfolios employing mutual funds, ETFs, individual securities, separate account managers, and private placements.

Robert Novell is a financial advisor at Guardian Financial Partners, LLC in Arcadia, CA, holding Series 63 and Series 65 designations with 31 years of industry experience. He previously worked at Novell Investment Management Company, Inc. for 29 years before joining his current firm in 2024. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts, using a fiduciary and client-focused approach with proprietary asset-allocation models and multiple investment strategies.

Blake Martin is a financial advisor with Cloud Capital who holds a Series 65 designation and has two years of industry experience. Prior to joining Cloud Capital in 2025, he worked at Ark Wealth Advisors and has been employed as a musician by the Walt Disney Company since 2016. Outside of his advisory role, Martin performs as a musician both at Disney Resort and independently. Cloud Capital serves individuals, families, and business owners by providing discretionary investment management and financial consulting. The firm utilizes a combination of quantitative and qualitative analysis, modern portfolio theory, and employs both long- and short-term strategies, often incorporating third-party managers and conducting regular account reviews.

Lawrence Steinberg Jr. is a financial advisor with Cabin Advisors, LLC, holding Series 65 and Series 63 credentials and over 32 years of industry experience. His prior roles include positions at Cabin Securities, Inc., Claraphi Advisory Network, LLC, and Newbridge Securities. Outside of financial advising, he is a minority owner of a professional sports agency and involved in a law firm focusing on tax optimization, estate, and legal planning. 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, unified managed accounts, and sub-advisory services, employing a variety of analytical approaches and conducting due diligence on illiquid alternative investments.

Aaron Wirohusodo is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Mosley Wealth Management in 2024, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Mosley Wealth Management provides discretionary and non-discretionary investment management, integrated financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm utilizes a top-down, macroeconomic asset-allocation process and incorporates financial planning as part of its advisory services.

Chase Dominguez is a CFP® and Series 65-registered financial advisor with AWM Capital, LLC in Los Angeles, CA. He has five years of industry experience, including a brief tenure with the New Orleans Saints and four years at the University of Utah before joining AWM Capital in 2017. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a multi-team approach and emphasizes liability-driven investing and asset allocation, managing a diverse range of investment vehicles while integrating tax, estate, and insurance planning into its services.

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 at K2 Financial Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Lincoln Investment and AAA Life Insurance Company. Outside of advising, he is the managing member of The Finca Group LLC, a residential real estate investment entity. K2 Financial is a registered investment adviser with a team of eight advisors, managing approximately $191.6 million for about 393 clients. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a primarily long-term, discretionary portfolio approach with a range of investment vehicles including mutual funds, ETFs, and third-party managers.

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.

Jackson Steuber is an advisor at Foundry Financial LLC in Pasadena, CA, holding a Series 65 credential with less than one year of industry experience. His background includes roles at California State University, Fullerton, Out West Restaurant Group, Whole Foods Market, and the Placentia-Yorba Linda Unified School District. Foundry Financial provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and charitable organizations. The firm manages diversified portfolios using a combination of fundamental, technical, cyclical, charting, and passive strategies while serving approximately 184 clients with $232.6 million in discretionary assets.

Garrett Faulconer is an investment advisor representative at Connective Wealth Partners, LLC with a Series 65 license and two years of industry experience. Prior to joining Connective Wealth Partners in 2025, he worked at FG Advisory Services, LLC and The Financial Gym, where he held investment advisory roles. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-based investment process with a long-term orientation, constructing portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

James Schnieders is a CFA® charterholder with 24 years of experience in the financial advisory industry. He has been with Schnieders Capital Management, LLC. since 2002, where he serves as a principal. Schnieders Capital Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a combination of fundamental, technical, qualitative, and quantitative analysis with an emphasis on asset allocation and primarily long-term holdings while maintaining flexibility for short-term strategies.

Crystal Jamieson is a financial advisor at Pasadena Private Wealth, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, Stifel Nicolaus & Co Inc, and Wells Fargo Advisors. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, offering asset management, financial planning, retirement plan consulting, and private fund management. The firm employs a fundamental analysis approach with model-driven portfolios and third-party managers, managing over $1.2 billion in assets across multiple offices.

Leonard Smith is a financial advisor at Legacy Investment Strategies, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Crown Capital Securities. Additionally, he is involved with MGM Financial Group, where he provides income tax preparation and accounting services. Legacy Investment Strategies serves individual and high-net-worth clients, as well as small businesses, trusts, estates, pooled vehicles, and charities, offering portfolio management, financial planning, and third-party manager referrals. The firm uses asset allocation and security selection based on fundamental and technical analysis, with regular account reviews and tax-loss harvesting when appropriate.

Forrest Friedow is a financial advisor at Vestia Personal Wealth Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Ausdal Financial Partners Inc. and Larson Financial Securities, LLC. Friedow is involved in multiple business ventures, including managing roles in investment consulting and venture capital entities. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach utilizing in-house management, third-party sub-advisors, and technology solutions, and offers access to alternative investments through a non-discretionary private capital platform.