Lianna Kzirian is a financial advisor at Pacific Global Investment Management Company, holding a Series 65 credential with 10 years of industry experience. She has worked at Pacific Global since 2016, following brief roles at California Financial Partners and LPL Financial from 2015 to 2016. Pacific Global Investment Management Company serves individual investors—including both high-net-worth and non-HNW clients—pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm employs a value-oriented and core equity investment approach supported by fundamental research and proprietary screening.

Diane Vanaman is a financial advisor at Prism Advisors, Inc. with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Personal Resources Investment & Strategic Management, Inc. since 2017 and Wells Fargo Advisors from 2003 to 2017. Outside of her advisory role, she serves as a notary public in California. Prism Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting through a wrap fee program that incorporates a range of investment strategies and multi-asset allocation.

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.

Ella Campbell is a financial advisor at AWM Capital, LLC with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Dimensional Fund Advisors. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management alongside financial planning services such as tax and estate planning, insurance analysis, and business consulting. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios that may include mutual funds, ETFs, individual securities, separate account managers, and private placements.

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.

Ryan Reid is a financial advisor at Curated Wealth Partners, LLC with nine years of industry experience. He previously worked at JPMorgan Securities LLC for eight years and began his career after graduating from Butler University. He holds Series 63 and Series 65 licenses. Curated Wealth Partners advises ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, and investment entities, providing holistic wealth management, portfolio construction, and access to private market investments. The firm manages approximately $1.76 billion for a selective client base, using a combination of third-party and in-house managers across discretionary and non-discretionary arrangements.

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.

Brandon Averill is a CFP® with 15 years of industry experience, currently serving as an advisor at AWM Capital, LLC. His prior roles include positions at Penniall & Associates, Inc. and ownership of Athlete CEO Consulting, a marketing and business consulting firm. He is also involved in venture capital investing through AWM Ventures LLC and Averill Ventures LLC. AWM Capital is a multi-team registered investment adviser managing approximately $1.15 billion for high- and ultra-high-net-worth individuals and families. The firm emphasizes liability-driven investing and asset allocation, offering financial planning, retirement advice, business consulting, and asset management through a range of investment vehicles and affiliated private funds.

Michael Liao is a financial advisor at Globalink Wealth Management, LLC with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Globalink Securities, Inc. since 2004. In addition to his advisory role, he provides management and marketing consultancy through Investlink America, LLC, assisting new immigrants and engaging in import-export trading. Globalink Wealth Management offers hourly and fixed-fee financial planning alongside discretionary and non-discretionary portfolio management for individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes a range of investment strategies including long-term holdings, active trading, option writing, and margin transactions, and emphasizes mutual funds unless clients specify otherwise.

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.

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 serving at Avise Financial since 2023. She also provides tax and business management services through StatusFlow, a separate business based in Los Angeles. Prior to Avise Financial, she worked at Equalis Financial LLC and CG Financial Services. Avise Financial serves individual and institutional clients, offering discretionary investment management and comprehensive financial planning along with pension consulting, tax preparation, and business management. The firm uses a blend of fundamental, technical, and cyclical analysis to tailor portfolios and frequently incorporates outside managers to meet client needs.

Sharon Novell is a financial advisor at Guardian Financial Partners, LLC with 19 years of industry experience. She previously worked at Novell Investment Management Company, Inc. from 2006 to 2024 before joining her current firm. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes a fiduciary, client-focused approach using proprietary asset-allocation models and combines fundamental and technical analysis with due diligence on third-party managers.

Geoffrey Sokol is a financial advisor at GT Investment Management, LLC with two years of industry experience. He holds a Series 66 designation and has worked at GT Securities, Inc., Ameriprise Financial Services, and Grow Think Investment Management. Outside of his advisory work, he coaches martial arts to children in Hawthorne and serves as a member of the Hawthorne Civil Service Commission. GT Investment Management provides investment advice and financial planning primarily to high-net-worth individuals, offering tailored portfolio management and financial planning services that incorporate a variety of investment strategies and asset types.

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.