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.

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.

David Tassone is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Avise Financial, joining the firm in 2024 after seven years at Kaye Capital Management and a year at KPMG. 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 financial planning, pension consulting, tax preparation, business management, and educational seminars, using a mix of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to develop tailored portfolios.

Corey Barash is a financial advisor at Grant Tani Barash & Altman, LLC with 16 years of industry experience. He holds a Series 65 designation and has been with the firm since 2004. Corey operates within an eight-advisor team based in Beverly Hills, California. Grant Tani Barash & Altman serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and pension/profit-sharing plans as a multi-family office. The firm integrates accounting, tax, and business management services with investment advisory and consulting, typically providing non-discretionary recommendations while delegating most portfolio management to third-party managers.

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.

Nicole Lapin is a financial advisor at Connective Wealth Partners, LLC in Los Angeles, CA, holding a Series 65 designation and beginning her advisory career in 2025. Prior to joining Connective Wealth Partners, she has been the Chief Executive Officer of Money News Network since 2023, a financial industry podcast network producing content on financial news and wellness. She also has a background in media production with Nothing but Gold Productions from 2011 to 2025. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis with a long-term orientation and constructs portfolios from a variety of investment vehicles, overseeing third-party managers and implementing client-approved restrictions.

Brent Mason is a financial advisor with Mason & Associates, Inc. in Los Angeles, CA, where he has worked since 2007. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Outside of advisory work, he serves as a board member for Rosemary Children's Services, a nonprofit organization. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering personalized financial planning and investment management services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes strategic asset allocation, global diversification, and client-specific investment policies.

Ericson Shi is a financial advisor at East West Wealth Advisors LLC in Pasadena, CA, with three years of industry experience. He holds the Series 66 designation and has worked previously at Cetera and Morgan Stanley. Outside of his advisory role, he performs administrative duties for PRJ Group, a real estate investment business. East West Wealth Advisors provides discretionary separately managed account advisory services for high-net-worth individuals, trusts, and institutional investors, using a goals-based, multi-asset investment framework overseen by an Investment Policy Committee.

Rodney Au Yeung is a financial advisor with Discipline Wealth Solutions, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Cpr Investments Inc. and Aegis Wealth Management, Inc. Since 2002, he has also worked as an independent insurance agent. Discipline Wealth Solutions serves individuals, including high-net-worth clients, corporations, retirement plans, and other registered advisors with tailored investment advisory services. The firm utilizes a variety of investment approaches and provides retirement plan consulting, sub-advisory services, and in-house management.

Andrew Hyer is a CFP® with 21 years of industry experience, currently serving at Dorsey, Wright & Associates, LLC since 2004. He is based in Pasadena, CA and holds a Series 65 license. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach focuses on technical analysis using Point & Figure charting and relative strength methods applied across multiple asset classes through rules-based products.

Theresa Pablos is a CFP® with two years of industry experience, currently serving as a financial advisor at Avise Financial. She previously worked at Wealth Enhancement Group and KCS Wealth Advisory. Outside of financial advising, she operates Theresa Pablos Communications, providing consulting on podcast production. Avise Financial serves a diverse client base, including individuals, trusts, charitable organizations, and institutions. The firm offers discretionary investment management combined with financial planning, pension consulting, tax preparation, and business management, employing a range of analytical approaches and maintaining extensive third-party relationships.

Karinaitzel Lopez is an advisor at Scout Wealth Advisors LLC with one year of industry experience. Her prior work includes roles at Scout Financial, We First, Inc, and MJ Resource Management. Scout Wealth Advisors serves individuals, trusts, retirement plans, and business clients, offering asset management, financial planning, and retirement plan consulting. The firm employs a tailored, fiduciary approach focused on long-term positioning using fundamental and technical analysis, with an emphasis on ETFs, equities, and mutual funds.

Paul Selsor is a financial advisor at Oakwood Capital, Inc. in Pasadena, CA, with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Oakwood Capital in 2023, he was associated with Kestra Advisory Services and Kestra Investment Services. Outside of his advisory role, he is a principal at FM Financial Services, Inc., where he oversees health and welfare business activities. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, managing approximately $260 million in client assets. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary strategies through a combination of in-house and third-party model portfolios.

Bradley Hammerman is a CFP® professional with 17 years of industry experience, currently associated with Beverly Hills Private Wealth, LLC. Prior to joining Beverly Hills Private Wealth in 2025, he worked at Seia LLC and Core Financial. Beverly Hills Private Wealth provides advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a diversified investment process incorporating fundamental, technical, quantitative, cyclical, and sector analysis, offering comprehensive portfolio management and financial planning tailored to larger accounts.

Zhuoli Wang is a financial advisor at Globalink Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Globalink Securities, Inc. and TransGlobal Advisory LLC. Outside of advising, he is a fixed insurance agent at Globalink Insurance, LLC. Globalink Wealth Management offers financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies, including fundamental and technical analysis, and provides both in-house and third-party management options.

Joseph Traba is a financial advisor with Strategy Asset Managers L.L.C. in Pasadena, CA, holding a Series 63 designation and 28 years of industry experience. His career includes roles at The Leaders Group, Inc. and Stonemark Wealth Management (formerly Wespac Advisors Socal LLC). In addition to advising, he is involved in the sales and marketing of insurance products through Strategy Insurance Services, LLC. Strategy Asset Managers manages approximately $741.5 million on a discretionary basis, providing investment management, financial planning, and retirement plan consulting to individuals, pooled investment vehicles, and institutional sponsors. The firm employs a range of equity strategies supported by fundamental research and offers both discretionary portfolio management and model strategies to third-party program sponsors.

Chung Ping Li is a financial advisor at Griffinest Asia Asset Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Griffinest Asia since 2019. In addition to his advisory role, he is a licensed real estate agent affiliated with Coldwell Banker Dynasty, where he has been active since 2013. Griffinest Asia Asset Management primarily serves high-net-worth individuals, corporations, and institutional clients by providing discretionary portfolio management and personalized financial planning. The firm customizes portfolios based on client risk tolerance and objectives, investing across domestic, foreign, and alternative securities.