Victor Lin is a financial advisor with Griffinest Asia Asset Management, LLC in Pasadena, CA. He holds Series 63 and Series 66 designations and has 24 years of industry experience. Since 2012, he has also served as CEO of Griffinest Asia Securities, LLC. Griffinest Asia Asset Management primarily serves high-net-worth and qualified individual investors, as well as corporations and institutional clients, offering discretionary portfolio management and personalized financial planning. The firm customizes portfolios based on clients’ risk tolerances and objectives, managing approximately $10.27 million in assets across nine clients.

Thomas Hulick is a financial advisor at Strategy Asset Managers L.L.C. in Pasadena, CA, with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Morgan Stanley, UBS Financial Services, and Holly Street Wealth Advisors. Hulick is also the CEO and founder of Hulick Capital Management, LLC. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm combines fundamental equity selection and quantitative strategies across multiple asset classes and is notable for managing private pooled investment vehicles and providing family office services for very large relationships.

Kyle Fulton is a financial advisor at Seneca Private Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at LPL Financial and Finwell. Outside of advising, he is employed as a staff accountant and head of a data entry department at Fulton Management. Seneca Private Wealth, LLC provides investment and wealth management services along with financial planning to individuals, high-net-worth clients, and institutional entities. The firm emphasizes a risk-adjusted, tax-efficient investment approach combining active and passive strategies, with particular focus on retirement plan consulting and managing independent managers on behalf of clients.

Marco Mendoza is a financial advisor with IFC Advisors LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC, accumulating 18 years at those firms. 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 uses a tax- and cost-focused approach combining active and passive strategies and integrates third-party managers and alternative investments as part of broader wealth management solutions.

Joseph Robillard is a financial advisor at Windward Capital Management Company in Los Angeles, CA, holding Series 65 and Series 66 licenses with 15 years of industry experience. He has been with Windward Capital Management and its affiliated firm S.L. Reed & Company since 2010. Outside of advisory work, he owns an entertainment and restaurant business in Mammoth Lakes, CA, which includes a bowling alley and restaurant. Windward Capital Management Company serves individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides discretionary portfolio management, pension consulting, and sub-advisory services, utilizing model portfolios and a range of equity and fixed-income strategies.

Ross Kroll is a CFP® and holds a Series 65 license with 11 years of industry experience. He has worked at firms including Mercer Advisors, Oakwood Capital Management, AdvicePeriod, and Mariner Independent, where he is currently affiliated through Ocean Path Advisors. Kroll is a shareholder at Ocean Path Advisors, providing investment advisory services through Mariner Platform Solutions. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm supports both model portfolios and advisor-level discretionary management, and it integrates institutional and retirement plan resources through affiliated entities and third-party partnerships.

Hank Krakover is a financial advisor at Evolve Private Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Sanctuary Advisors. He is also a licensed insurance agent involved with Evolve Wealth Insurance LLC and serves as managing member of Krakover Wealth, LLC, a holding company with ownership interest in Evolve Private Wealth. Evolve Private Wealth provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets and employs a long-term investment approach using a diversified mix of low-cost mutual funds, ETFs, equities, bonds, alternative investments, and derivatives, supported by artificial intelligence decision tools.

Maryam Khoshreza is an advisor at AIRE Advisors, LLC with five years of industry experience. Prior to joining AIRE Advisors in 2021, she worked at Macy's Inc. and Oaks Paper Product Company. AIRE Advisors manages approximately $1 billion in client assets, serving individual clients, family-office clients, employer retirement plans, and brokerage customers. The firm offers comprehensive wealth management and investment consulting, with an investment approach centered on strategic asset allocation and Modern Portfolio Theory.

Todd Butler is a CFP® professional with 23 years of experience in financial advising. He is currently with Mariner Independent and previously worked at Ocean Path Advisors, AdvicePeriod, LLC, and WESCAP Group. Outside of his advisory work, he is involved with Sendero Property Group, through which he owns rental properties. Mariner Independent serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans, offering investment advisory, financial planning, and consulting services. The firm integrates institutional and retirement plan resources and provides access to model portfolios, third-party managers, and alternative investments.

Nhaman Pelphrey is a financial advisor at IFC Advisors LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. 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 noted for operating and advising special purpose vehicles and private fund vehicles.

David Wright is a financial advisor at Sierra Investment Management, LLC with 36 years of industry experience. He holds a Series 65 designation and has worked at Sierra Investment Management, Inc. since 1992 and Ocean Park Asset Management, Inc. since 1989. Sierra Investment Management is a team-based SEC-registered advisor that manages discretionary portfolios and provides limited financial planning for individuals, high-net-worth clients, trusts, retirement plans, and select institutional accounts. The firm uses a rules-based, tactical investment approach focused on trend-following and downside risk management, implementing allocations through multiple program options that include affiliated Ocean Park mutual funds and ETFs.

Eric La is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA, holding a Series 65 designation with five years of industry experience. Prior to his current role, he worked at Sophis Real Estate Inc. and California State University, Fullerton. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other entities, providing discretionary portfolio management, participant account management, and standalone financial planning. The firm tailors investment strategies to each client using a combination of fundamental, technical, and cyclical analysis, with portfolios reviewed quarterly and rebalanced as needed.

Charles Bohlen Jr. is a CFA® charterholder with 29 years of industry experience. He has been with SFE Investment Counsel Inc. since 2007. The firm serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. SFE emphasizes asset allocation and a total-return approach, managing portfolios with a concentrated selection of equity positions and combining fundamental, technical, and cyclical analysis alongside fixed-income laddering to manage risk.

Philip Fessler is a financial advisor with AIRE Advisors, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Stockcross Financial Services, Inc. Outside of advising, he is involved in rental property management with his spouse. AIRE Advisors manages approximately $1 billion in assets, serving individual and family-office clients, employer retirement plans, and brokerage customers through a comprehensive wealth management approach that emphasizes strategic asset allocation and uses a range of investment vehicles and third-party managers.

Shawn Hsieh is a financial advisor at Highline Wealth Partners in Sherman Oaks, CA, with 16 years of industry experience. He holds the CFP®, CFA®, and Series 66 credentials. Prior to joining Highline Wealth Partners in 2018, he worked at City National Bank, DFPG Investments, Inc., and American Financial Network Advisory Services, LLC. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities by providing investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s Investment Committee oversees portfolio decisions and offers participant education and quarterly portfolio reviews, supported by third-party technology for retirement plan management.

Lynne Dorsey is a CFA® charterholder with 36 years of industry experience. She is currently with Elyxium Wealth LLC and previously worked at BMO Family Office and BNY Mellon Wealth Management. Outside of her advisory role, she serves as a successor co-trustee administering estate settlement matters. Elyxium Wealth LLC provides comprehensive wealth management and financial planning to individuals, high-net-worth clients, trusts, pension plans, and other entities. The firm employs a multi-disciplinary investment process across traditional and alternative assets and manages special purpose vehicles to offer clients indirect exposure to privately held companies.

John Krambeer is a financial advisor with Validus Capital LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Camden Capital, LLC for nine years before joining Validus Capital in 2022. In addition to his advisory role, Krambeer is a licensed insurance professional. Validus Capital LLC serves high-net-worth and ultra-high-net-worth clients, offering wealth management, financial planning, legacy planning, and family office services. The firm manages approximately $2.54 billion in assets and employs a customized, long-term investment approach utilizing mutual funds, separately managed accounts, ETFs, equities, alternatives, and fixed income, along with operational support tailored to sophisticated client needs.

David Dewolf is a CFP® professional with 21 years of experience in the financial advisory industry. He is currently with Quantum Financial Advisors, LLC, where he has worked since 2022. His prior experience includes ten years at Abacus Wealth Partners, LLC, and seven years at Quantum Wealth Management LLC. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process focused on mutual funds, ETFs, and separately managed accounts, offering both a Total Market and a Sustainable investment strategy.

William Moffly is a financial advisor at Validus Capital LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Black Knight Financial Services, PennyMac Financial Services, and Bank of America. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients. The firm manages approximately $2.54 billion in assets, offering customized long-term portfolios that include mutual funds, separately managed accounts, ETFs, individual equities, alternative investments, and fixed income, along with comprehensive family office support.

Remington Conte is a financial advisor at Adaptive Wealth Engineering with two years of industry experience. He holds a Series 65 designation and previously worked at Hyatt Regency Clearwater Beach Resort & Spa. Adaptive Wealth Engineering is an SEC-registered advisory firm with five advisors managing about $213 million for roughly 113 clients. The firm provides discretionary portfolio management and financial planning using an evidence-based investing framework that emphasizes global diversification, factor exposures, and structured risk assessment.