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.

Jonathan Foster is a financial advisor with Angeles Wealth Management, LLC in Santa Monica, CA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including 15 years with Angeles Wealth Management. Angeles Wealth Management offers discretionary portfolio and wealth management, financial planning, and philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm employs a manager-of-managers approach, utilizing model portfolios and third-party managers, and incorporates alternative investments through private funds and affiliated entities.

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.

Steven Campeas is a Series 65-credentialed advisor at HCR Wealth Advisors with three years of industry experience. He is also the sole owner of SJC Business Management, Inc., which provides tax and business management services separate from his work at HCR Wealth Advisors. HCR Wealth Advisors offers discretionary portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental and technical analysis and uses a range of investment strategies and vehicles tailored to individual client policies.

Elizabeth Greulich is a CFP® and holds a Series 65 license with 11 years of industry experience. She currently works at Quantum Financial Advisors, LLC and has been with the firm since 2022, following a tenure at Abacus Wealth Partners starting in 2014. Quantum Financial Advisors, LLC serves individuals, high net worth families, trusts, estates, employer retirement plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment approach using mutual funds, ETFs, and separately managed accounts with systematic factor tilts and offers both Total Market and Sustainable strategies.

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.

William Lavelle is a CFA® charterholder with 12 years of industry experience. He is currently with East West Wealth Advisors LLC and previously worked at Cetera, Bank of America, Merrill, and City National Rochdale. In addition to his advisory role, he provides banking services for East West Bank, including lending and managing client banking requests. East West Wealth Advisors offers discretionary separately managed account services to high-net-worth individuals, trusts, and institutional investors. The firm utilizes a goals-based, multi-asset investment approach overseen by an Investment Policy Committee and operates as a wholly owned subsidiary of East West Bancorp.

Nicholas Andrian is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Evolve Private Wealth, LLC and has previously worked at MAI Capital Management, Evoke Wealth, and First Republic Private Wealth Management. His background also includes roles in educational and nonprofit organizations such as Dickinson College and Common Cause Pennsylvania. Evolve Private Wealth, LLC 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 fundamentally driven, long-term investment approach that incorporates diversified portfolios, alternative investments, and third-party AI decision-support tools.

Erik Helmstetter is a CFP®-designated financial advisor with 27 years of industry experience. He has been with Oder Investment Management, LLC since 2017 and previously worked at Morgan Stanley in various roles from 2009 to 2017. Outside of finance, he owns Trancension Music, LLC, which organizes music events and volunteer coordination in Los Angeles. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm applies Modern Portfolio Theory with a combination of active and passive management, global diversification, and periodic rebalancing to pursue real capital growth aligned with client risk tolerance.

Gabriela Arenzano Chagas is an advisor at JSF Financial, LLC with Series 65 and Series 63 licenses and one year of industry experience. Her prior work includes roles at Vox Capital, Buffalo Exchange, and several positions in Israel including Masschallenge Israel and Tel Aviv University. JSF Financial provides discretionary investment management, financial planning, and wealth management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $1.97 billion across 791 client relationships and offers bespoke portfolio management along with access to third-party managers and private investment funds.

Michael Frazier is a financial advisor with California Financial Partners, Inc., holding Series 65 and Series 66 credentials and seven years of industry experience. His previous roles include positions at LPL Financial LLC, BNY Mellon Wealth Management, and City National Bank. He provides financial planning and consulting services through California Financial Partners, an independent investment advisor firm. California Financial Partners offers financial planning and consulting to individuals, business entities, and pension and profit-sharing plans across areas such as cash flow, retirement, tax, insurance, and estate planning. The firm follows a structured planning process and uses fundamental analysis and public research sources, but does not manage client assets or provide discretionary portfolio management.

Scott Gaynor is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Navalign, LLC, where he has worked since 2023. His prior experience includes roles at KCS Wealth Advisory and Signature Estate & Investment Advisors LLC. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for about 677 clients, employing a mix of investment strategies including margin borrowing and options trading, alongside pension consulting and corporate-level financial services.

Robert Horning is a financial advisor with McDermott Investment Advisors, LLC in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at McDermott Investment Advisors since 2017 and previously spent eight years with Centaurus Financial, Inc. Outside of his advisory role, he operates H & S Wealth Management, a consulting business related to broker-dealer products. McDermott Investment Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately 700 accounts with about $211 million in assets, utilizing both firm-developed and third-party model portfolios across various asset classes and offering access to third-party advisers and programs for smaller accounts.

Hugh Meyer is a financial advisor at Highline Wealth Partners with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. Highline Wealth Partners is a registered investment adviser serving individuals, trusts, foundations, retirement plans, and business entities. The firm provides investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, with portfolio decisions centralized through an Investment Committee.

Liam Critchett is a financial advisor at Strategy Asset Managers L.L.C. in Pasadena, CA, holding a Series 65 designation. He joined the firm in 2025 and has prior experience at Westmont College and Loyola Marymount University. 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 and utilizes a mix of individual equities, ETFs, mutual funds, fixed income, and alternatives supported by fundamental research.

Gira Patel is a financial advisor at Sierra Investment Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Sierra Investment Management since 2015. Sierra Investment Management, LLC is an SEC-registered advisory firm that manages discretionary portfolios for individuals, trusts, estates, pension and profit-sharing plans, and certain institutional-type arrangements. The firm employs a rules-based, tactical investment process focused on quantitative trend-following and sell discipline, with portfolios primarily implemented through mutual funds and cash equivalents.

Alfred Slayton is a financial advisor at Core Wealth Partners LLC with 55 years of industry experience. He previously worked at Western International Securities, Inc. for eight years before joining Core Wealth Partners. In addition to his advisory role, Mr. Slayton is an insurance agent specializing in Accident, Health, and Life insurance. Core Wealth Partners serves individuals, trusts, and small businesses, including high-net-worth clients, by providing discretionary portfolio management and integrated financial planning. The firm uses a tactical investment approach, incorporates private investments for alternative exposure, and employs third-party subadvisors to implement its strategies.

David Dietrich is a financial advisor at Dew Point Capital with 15 years of industry experience. He holds the Series 66 designation and previously worked at Advantage Capital Advisors, LLC for five years before joining Dew Point Capital in 2021. In addition to his advisory role, he is licensed as an insurance agent and sells annuities. Dew Point Capital is an SEC-registered advisory firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based discretionary portfolio management and financial planning, emphasizing strategic asset allocation with fundamental and cyclical analysis and a long-term purchase strategy supplemented by periodic short-term adjustments.