Kerry Wills is a financial advisor with First Western Securities, Inc. in Manhattan Beach, CA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with First Western Securities since 2009. First Western Securities, Inc. is a team-based firm managing approximately $48.6 million primarily for high net worth individual clients across about 32 accounts. The firm employs a tactical asset allocation strategy using a diverse range of investment instruments and customizes portfolios based on client objectives and risk tolerances.

Ahsoo Ahn is a financial advisor at Galliott Capital Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, J.P. Morgan Securities, and Deutsche Bank Securities Inc. Prior to joining Galliott Capital Advisors in 2021, he was associated with Insigneo Advisory Services and Insigneo Securities. Galliott Capital Advisors is a family-office and investment advisory boutique that serves 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 consulting, and it manages pooled private investment vehicles with a tailored investment approach across equities, fixed income, alternatives, and third-party managers.

Joshua Miller is an advisor at Regatta Capital Group, LLC, holding Series 65 and Series 66 licenses. He has been with Regatta Capital Group since 2026 and has prior experience in the entertainment industry with companies including Bron Studios and Amazon Studios. Outside of financial advising, he is involved with Ventura Canyon Productions. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as institutional investors. The firm employs a long-term, fundamental analysis approach to portfolio management and offers a range of services including wealth management, financial planning, retirement plan advisory, and digital-asset account facilitation.

Susan Jen is a financial advisor at Globalink Wealth Management, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TransGlobal Advisory LLC for seven years. Globalink Wealth Management offers hourly and fixed-fee financial planning along with discretionary and non-discretionary portfolio management for individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach incorporates charting, cyclical, fundamental, and technical analysis, with strategies ranging from long-term holdings to active trading and option writing, generally favoring mutual funds unless clients request otherwise.

Richard Ward is a CFA® charterholder with 19 years of industry experience. He has worked at Curated Wealth Partners, LLC since 2018 and previously held roles at Deutsche Bank and Citigroup Global Markets. Richard holds Series 63 and Series 65 licenses. Curated Wealth Partners advises ultra-high-net-worth clients including individuals, families, trusts, and charitable organizations. The firm specializes in holistic balance-sheet advisory, portfolio construction, and manager selection across public and private markets, offering customized portfolios and comprehensive family office services.

Virginia Havens is a financial advisor with Ministry Partners Securities, LLC in Brea, CA, holding a Series 66 designation and 20 years of industry experience. She has been with Ministry Partners Securities since 2012 and previously worked at Merrill from 2005 to 2006. Ministry Partners Securities serves individuals, trusts, estates, churches, faith-based organizations, and retirement plan participants, offering comprehensive financial planning that integrates clients’ religious or ethical values into investment strategies. The firm refers clients to third-party asset managers while providing ongoing advice and monitoring those relationships.

Christopher Siraganian is a Certified Financial Planner (CFP®) with 10 years of experience in the financial advisory industry. He has been with First Financial Consulting since 2016. First Financial Consulting provides financial planning and investment consulting services to individuals, families, trusts, estates, and closely held businesses. The firm offers customizable project-based or ongoing services and focuses on non-discretionary advice, with clients retaining custody of their assets and directing implementation.

Howard Altman is a Series 65–licensed financial advisor with Grant Tani Barash & Altman, LLC, based in Beverly Hills, CA. He has 16 years of industry experience and has been with Grant Tani Barash & Altman in its various forms since 1992. Grant Tani Barash & Altman serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and pension/profit-sharing plans. The firm operates as a multi-family office providing integrated business management services alongside investment advisory and consulting, typically acting as a liaison to third-party investment managers.

Axel Hsu is a financial advisor at Curated Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Parametric Portfolio Associates and several other organizations. Curated Wealth Partners advises ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and special purpose vehicles. The firm offers comprehensive balance-sheet advisory, portfolio construction, and manager selection services across public and private markets, along with family office services including bookkeeping and cash-flow reporting.

Seta Keshishian is a CFP®-certified financial advisor with seven years of industry experience, currently with JSF Financial, LLC in Los Angeles, CA. She has worked at Mid Atlantic Capital Corporation and JSF Financial since 2018 and has been affiliated with UCLA since 2016. In addition to her advisory role, she serves as president of SK Financial Planning Corp, a personal services corporation, and works as a licensed agent for life and long-term care insurance sales. JSF Financial provides discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm employs dynamic asset allocation and model portfolios, conducts due diligence on private investment funds, and offers expanded wealth-management services including philanthropic planning.

Ara Gasparian is a financial advisor at WESCAP Group in Glendale, CA, holding a Series 65 designation with three years of industry experience. He has been with WESCAP Group since 2015, including the firm's earlier formation and its current iteration. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s investment approach combines strategic and tactical asset allocation with global diversification and a contrarian, value-oriented emphasis, using mutual funds, ETFs, and, for certain clients and their pooled vehicle, options-based strategies and leverage.

Craig Colbath is a financial advisor at Pasadena Private Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GT Securities, Inc., Singpoli Private Wealth Corporation, and related Singpoli entities prior to his current roles. Outside of his advisory work, he serves on the board of the Pasadena Symphony & Pops and is involved as an investor in a sailing charter business as well as a catering and restaurant enterprise. Pasadena Private Wealth is a multi-team registered investment adviser managing approximately $1.61 billion in assets as of December 31, 2025. The firm serves individuals, high-net-worth families, trusts, pension plans, and corporate clients through discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, employing fundamental analysis and a long-term investment approach across various asset classes.

Pasha Shemirani is an advisor at Wealth Management Partners, LLC with one year of industry experience. Prior to joining Wealth Management Partners, he was associated with Parda Group and has been a student for the past ten years. Wealth Management Partners, LLC serves individuals, trusts, pension and profit-sharing plans, and corporate entities by providing discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $793 million in assets and employs a mix of fundamental, technical, and quantitative investment strategies, with notable use of derivatives, margin transactions, and digital asset advisory services.

Rex Chan is a financial advisor at Logic Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at LanguageLine Solutions and Sophis Real Estate Inc. In addition to his advisory role, he holds licenses as a Life Accident and Health Agent and Property and Casualty Broker in California. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other business entities. The firm provides discretionary portfolio management, participant account management, and financial planning, tailoring investment strategies through fundamental, technical, and cyclical analysis with regular portfolio reviews and rebalancing.

Norma Abarca is a CFP® professional with 8 years of experience in financial advising, currently affiliated with JSF Financial, LLC. She has previously worked at Churchill Management Group and maintains concurrent roles with NewEdge Securities LLC. JSF Financial provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $1.97 billion across about 791 client relationships, offering tailored portfolios that combine bespoke management with access to third-party managers and private investment funds.

Ik Choi is a CFP® and Series 66 registered advisor with 15 years of industry experience. He is currently with Pasadena Private Wealth, LLC, where he has worked since 2018, and has prior experience at firms including Merrill Lynch and Bank of America. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and business entities, offering asset management, financial planning, retirement consulting, and private fund management. The firm’s investment approach combines fundamental analysis with long-term portfolio construction, utilizing model-driven portfolios, third-party managers, and a range of asset classes including digital assets and alternative strategies.

Charles Mason is a CFP® with 54 years of industry experience, currently serving at Mason & Associates, Inc., a firm he has been with since 2006. His prior experience includes six years at Mutual Securities, Inc. He is also involved in insurance-related businesses as a sole proprietor and member of multiple insurance agencies. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, providing financial planning, investment management, and limited-scope planning services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes strategic asset allocation, sector rotation, and global diversification.

Steven Cooper is a financial advisor at Dew Point Capital with 15 years of industry experience. He holds a Series 66 designation and previously worked at Steel Peak Wealth Management and UBS Financial Services. He is also a licensed insurance agent and occasionally offers insurance products to clients. Dew Point Capital provides fee-based discretionary portfolio management and financial planning to individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities. The firm uses a custom, strategic allocation approach focused on long-term purchase strategies while allowing short-term trades in unusual market conditions.

Russell Hall is a CFP® professional with 19 years of experience in financial advising, currently serving at Eclectic Associates, Inc. since 2007. He is based in Fullerton, CA, and works within an 11-advisor team at the firm. Eclectic Associates, Inc. is a fee-only, SEC-registered investment adviser that provides discretionary investment management, integrated financial planning, and consulting to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets and employs diversified portfolios based on Modern Portfolio Theory with a fiduciary duty on retirement accounts.

Ira Ravitz is a financial advisor at Beverly Hills Private Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill Lynch for over a decade each. Beverly Hills Private Wealth, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm manages discretionary portfolios using a combination of asset-allocation frameworks and various analysis methods, and offers access to third-party sub-advisors through its SmartX platform.