Robert Peters is a financial advisor at AWM Capital, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at George Brown Sports Club and Retirement Nationwide. Before entering the financial industry, he was a student-athlete for six years. 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 with 24 advisors and focuses on liability-driven investing and diversified asset-allocation strategies using mutual funds, ETFs, equities, bonds, and third-party managers.

Joshua Oder is a financial advisor at Oder Investment Management, LLC with 26 years of industry experience. He holds a Series 65 designation and has been with Oder Investment Management since 1999, including its previous iteration as Oder & Stewart Investment Management. Oder Investment Management, LLC is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, applying Modern Portfolio Theory with a combination of active and passive management and global diversification.

Almen Rule is a financial advisor at JSF Financial, LLC based in Los Angeles, CA. He holds a Series 65 designation and has prior experience with KB Diamond Inc and Nasdaq Philippines. JSF Financial provides discretionary investment management, financial planning, wealth management, and retirement plan advisory services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm manages approximately $1.97 billion across 791 client relationships and offers both bespoke portfolio management and access to third-party managers and private investment funds.

Richard Mason is a financial advisor with Tamar Securities, LLC, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at Pursche Kaplan Sterling and Primerica Advisors. Mason is also involved as an Executive Director of Investments for Tamar Securities’ affiliated entities 911 Financial Services and Firefighters United Financial Services. Tamar Securities, LLC is a multi-advisor firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.52 billion in discretionary assets using proprietary model programs that combine global value and sector analysis with qualitative and quantitative screening across various asset classes.

Bradford Stelzer is a CFA® charterholder with 4 years of industry experience. He has been with Joel R. Mogy Investment Counsel Inc. since 2004. Joel R. Mogy Investment Counsel Inc. provides discretionary investment counseling and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $2.06 billion across about 237 client relationships, emphasizing long-term, client-oriented advice with a focus on cost-conscious, tax-aware implementation primarily in equities and investment-grade bonds.

Richard Schimbor is a CFA® charterholder with 10 years at AMI Asset Management Corp and three years of industry experience. He is based in Los Angeles, CA, and is part of a nine-advisor team. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, managing equity and fixed-income strategies across several investment vehicles. The firm employs a fundamental, bottom-up research process and serves as a private fund adviser and manager of pooled vehicles, overseeing $1.925 billion in discretionary assets.

Vetea Ribet is a financial advisor at Westside Investment Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Westside Investment Management since 2010. Ribet also has a long tenure with LPL Financial dating back to 2007. Westside Investment Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charities, and plan sponsors. The firm employs a diversified investment approach, including equities, fixed income, mutual funds, ETFs, options, and structured products, and participates in select third-party managed account programs.

James Naify is a financial advisor with AIRE Advisors, LLC in Beverly Hills, CA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Bank of America, N.A. since 2012 and previously at Merrill from 2012 to 2021. Outside of advising, he is the owner of El Dorado Financing Group Inc. AIRE Advisors manages approximately $1 billion in assets and serves individual clients, family offices, employer retirement plans, and brokerage customers. The firm emphasizes strategic asset allocation and Modern Portfolio Theory across diverse investment vehicles, providing both discretionary and non-discretionary wealth management and consulting services.

Christopher Ridout is a financial advisor with Westside Financial Advisors LLC in Los Angeles, CA. He has been in the industry for four years and previously worked at Zimmerman Reed for seven years. In addition to his advisory role, he is also a consulting attorney. Westside Financial Advisors LLC provides discretionary portfolio management and 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 using index mutual funds and ETFs, supplemented by fundamental and technical analysis and occasional third-party sub-advisory services.

Joel Edstrom is a CFA® charterholder with 38 years of experience in the financial industry. He has been with WESCAP Group since 1988. WESCAP Group serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities, offering wealth management and financial planning services tailored to client objectives and risk tolerance. The firm employs a strategic and tactical asset-allocation approach focused on global diversification, a contrarian/value orientation, tax efficiency, and low transaction costs, using mutual funds, ETFs, and specialized strategies including options-based tools and early adoption of less-common asset classes.

Hollyn Sekiguchi is a CFP®-certified financial advisor with five years of industry experience. She is currently with Pasadena Private Wealth, LLC and has previously worked at Silver Oak Wealth Advisors Services, Hightower Advisors, and Dimensional Fund Advisors. Pasadena Private Wealth is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, and corporate clients. The firm uses fundamental analysis and a long-term investment approach, managing portfolios with ETFs, mutual funds, individual equities, fixed-income instruments, and digital assets while also providing financial planning, retirement consulting, and third-party manager due diligence.

Christian Welborn is a financial advisor with First Financial Consulting in Pasadena, CA, holding a Series 66 designation and nine years of industry experience. He previously worked at Axa-Advisors, LLC for one year and has worked concurrently in a marketing support role for Salted Stone since 2017. First Financial Consulting provides financial planning and investment consulting to individuals, families, trusts, estates, and closely held businesses, emphasizing non-discretionary services where clients retain custody and direct implementation. The firm offers customizable planning that includes retirement, tax, estate, and business succession strategies, supported by individualized asset allocation models and investment policy statements.

Rex Jones is a financial advisor at IFC Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo in various capacities from 2004 to 2024. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm uses a comprehensive, tax-aware investment approach combining active and passive strategies across multiple asset classes and is notable for operating special purpose vehicles and private fund vehicles.

Sevag Ossipian is a CFA® charterholder with 12 years of industry experience, currently affiliated with Highline Wealth Partners. He worked at Northern Trust for 11 years before joining Highline Wealth Management in 2026. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm utilizes a centralized Investment Committee for portfolio decisions and provides client education through workshops and webinars.

Joel Mogy is a CFA® charterholder and principal of Joel R. Mogy Investment Counsel Inc. with eight years of industry experience. He has served as a trustee for selected clients, providing professional fiduciary services. Joel R. Mogy Investment Counsel Inc. offers discretionary investment counseling and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm emphasizes long-term, client-oriented investment strategies based on fundamental analysis and a global perspective, focusing on cost-conscious, tax-aware portfolios primarily composed of domestic and foreign equities and investment-grade bonds.

Eugene Chung is a financial advisor at Logic Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has prior work experience at the Los Angeles County Sheriff's Department, American Honda Motors, and VACO Los Angeles LLP. Logic Wealth Management is a team-based registered investment adviser managing approximately $164.7 million for about 215 clients, including individuals, trusts, and retirement plans. The firm provides discretionary portfolio management and financial planning, tailoring portfolios through fundamental, technical, and cyclical analysis with a range of investment vehicles, and offers integrated management of held-away retirement accounts.

Laura Smith is a financial advisor with Pasadena Private Wealth, LLC, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at Merrill Lynch, Bank of America, Purshe Kaplan Sterling Investments, Pensionmark Securities, and GT Securities. She is part of a seven-advisor team at Pasadena Private Wealth. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, business entities, and investment companies. The firm offers discretionary and non-discretionary asset management, financial planning, retirement plan consulting, and manages private funds, using a model-driven investment process focused on fundamental analysis and long-term portfolio construction.

Yu Lung Tsao is a financial advisor with Griffinest Asia Asset Management, LLC, holding a Series 65 credential and 24 years of industry experience. He has been with Griffinest Asia Asset Management since 2021 and has also worked with Griffinest Asia Securities LLC since 2017. Tsao is the managing member of RichFun Management LLC, acting as general partner and investment manager of RichFun Portfolio LP. Griffinest Asia Asset Management provides discretionary portfolio management and financial advisory services primarily to high-net-worth and qualified clients, as well as corporate and institutional accounts. The firm customizes portfolios based on clients’ risk tolerance, time horizon, and objectives, and manages accounts mostly on a discretionary basis.

Gerald Newman is a CFP® professional with 20 years of experience currently serving at Hamilton Wealth, LLC since 2017. He previously worked at Raymond James Financial Services, Inc. from 2015 to 2017. In addition to his advisory role, Newman is a licensed insurance agent involved in providing insurance quotes and applications. Hamilton Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate clients, offering discretionary portfolio management and retirement plan consulting. The firm uses proprietary allocation models and a diverse range of investment instruments, combining wrap fee program sponsorship with retirement plan consulting services.

Brandon Lew is a financial advisor at Kera Capital Partners with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. Outside of finance, he has experience in the hospitality industry, including roles at The Little Friend Private Dining and The Drunken Crab. Kera Capital Partners manages over $1.3 billion for individual and institutional clients, providing discretionary and non-discretionary portfolio management alongside consulting services. The firm’s investment approach combines fundamental and quantitative analysis with an outcomes-oriented asset allocation framework and is notable for its management of private pooled vehicles and special purpose funds.