Chad Germann is a financial advisor at First Financial Consulting in Pasadena, CA, with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with First Financial Consulting since 2011. First Financial Consulting provides financial planning and investment consulting to individuals, families, trusts, estates, and closely held businesses. The firm offers customizable services focused on retirement planning, tax and cash-flow analysis, education funding, estate planning, charitable giving, and business succession, primarily on a non-discretionary basis without taking custody of client assets.

Richard Nott III is a CFP® and CFA® with 16 years of industry experience. He is currently with Angeles Wealth Management, LLC, where he has worked since 2023. His prior experience includes roles at HighTower Advisors LLC, LourdMurray, and AdvicePeriod. Outside of his financial career, he serves on the National Cat Protection Society’s audit committee and provides technology and webmaster support for the organization. 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 acts as a manager-of-managers, allocating capital to model portfolios and third-party managers, and incorporates alternative investments through private funds and fund-of-fund structures.

James Ellis is a financial advisor with J K R & Company, Inc. in Van Nuys, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with J K R & Company since 1999. In addition to his advisory role, he operates a sole proprietorship focused on term insurance sales and presentations through Retirement Planning Assoc. J K R & Company serves individuals, high net worth clients, and plan sponsors by providing investment management, financial planning, and retirement plan services. The firm offers discretionary portfolio management guided by investment policy statements, with continuous monitoring and quarterly reviews.

Peter Bohlen is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, holding a Series 65 credential. He joined the firm in 2026 and has prior experience in film and television production. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients with a focus on asset allocation and a total-return investment approach. The firm manages concentrated portfolios using fundamental, technical, and cyclical analysis combined with fixed-income laddering to manage risk.

Katrina Soelter is a CFP® with 12 years of industry experience, currently serving at Avise Financial. Her prior experience includes roles at KCS Wealth Advisory and Wells Fargo Clearing. She holds the Series 66 designation. Avise Financial serves individual and institutional clients such as high net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management alongside comprehensive financial planning, pension consulting, tax preparation, and business management, utilizing a mix of fundamental, technical, and cyclical analysis combined with Modern Portfolio Theory to construct diversified portfolios.

David Robinson is a CFA® charterholder with 16 years of industry experience. He has been with Howard Capital Management Group, LLC since 2020 and previously worked at Howard Capital Management, Inc. from 2007 to 2020. Howard Capital Management Group provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis and uses ETFs and mutual funds within its investment strategies.

Matthew Higgins is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Quantum Financial Advisors, LLC since 2022 and previously spent five years at Abacus Wealth Partners. Quantum Financial Advisors, LLC serves individuals, high net worth families, trusts, estates, employer retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment approach utilizing mutual funds, ETFs, and separately managed accounts, offering both a Total Market and a Sustainable strategy that integrates DFA environmental rankings.

Shanshan Wang is a financial advisor at Griffinest Asia Asset Management, LLC with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Griffinest Asia Securities, LLC since 2011. Outside of finance, Wang serves as Secretary of Taste Memory Corp, a food catering and provider business. Griffinest Asia Asset Management offers discretionary portfolio management and investment advisory services primarily for high-net-worth and qualified clients, as well as corporate and institutional accounts. The firm customizes portfolios based on client risk tolerance and objectives, implementing strategies across a broad range of securities and conducting quarterly portfolio reviews.

John Odell is a CFP® professional with 36 years of experience in the financial services industry. He is a principal at Arroyo Investment Group, LLC in Pasadena, CA, where he has worked since 1995, and has held roles at related firms including Capital Research Brokerage Services, LLC and Capital Research & Consulting LLC. Outside of his advisory work, he is a managing partner of a non-investment property known as Diamond L Ranch. Arroyo Investment Group is a fee-only investment management and financial planning firm serving individuals and institutional clients such as pension plans, trusts, and charitable organizations. The firm uses a discretionary, model-driven approach focusing on no-load mutual funds and provides regular portfolio reviews and performance reporting.

Peter Chen is a financial advisor at Stonemark Wealth Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Stonemark (formerly Wespac Advisors SoCal LLC) since 2011 and with The Leaders Group Inc. since 2014. Stonemark Wealth Management is a team-based registered investment adviser providing discretionary portfolio management, financial planning, and consulting services to individuals, trusts, and retirement plans. The firm manages approximately $610 million across nearly 400 client relationships and employs customized model portfolios combined with fundamental and technical analysis, including option strategies and selective use of leveraged ETFs.

Nga Ho is a financial advisor at Monarch Wealth Strategies with 19 years of industry experience. He holds a Series 65 designation and previously worked at PDV Financial Management for 21 years before joining Monarch in 2024. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, and institutional clients. The firm combines ongoing portfolio management with tailored planning services, utilizing a range of investment strategies and instruments.

Adam Weinstock is a CFP®-designated financial advisor at Evolve Private Wealth, LLC with 10 years of industry experience. He has previously worked at Wells Fargo Advisors and Sanctuary Advisors LLC. Outside of advisory services, he is a licensed insurance agent involved with Evolve Wealth Insurance LLC and serves as managing member of Purple Sector Investments, LLC. Evolve Private Wealth, LLC provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm’s investment approach focuses on fundamental analysis and long-term orientation, constructing diversified portfolios using low-cost mutual funds, ETFs, individual equities, bonds, and alternative investments.

Jeffrey Fishman is a financial advisor with JSF Financial, LLC in Los Angeles, holding a Series 63 designation and over 32 years of industry experience. He has been with JSF Financial since 1996 and is also involved with Fishman Capital Group Inc., where he is engaged in insurance sales. Fishman serves on the board of Washington University in St. Louis Hillel and is a trustee for the Steele Foundation. JSF Financial provides discretionary investment management, financial planning, and wealth management services to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm manages approximately $1.97 billion across nearly 800 client relationships, employing bespoke portfolio management and model asset-allocation strategies with ongoing due diligence for third-party managers and private investment funds.

Silvia Chi is a financial advisor at Confidence Wealth Management, Inc. in Los Angeles, CA, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Confidence Wealth Management and its predecessor firms since 2015. Outside of her advisory role, she provides personal caregiving services for a family member. Confidence Wealth Management, Inc. serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities through a team of nine advisors. The firm offers portfolio management and fiduciary consulting services, employing proprietary model portfolios and a mix of passive ETFs and actively managed mutual funds with an emphasis on risk management and diversification.

Lionel Tapiero is a financial advisor with Highline Wealth Partners, holding a Series 65 designation and 12 years of industry experience. Prior to joining Highline Wealth Partners in 2020, he worked at Stackin Financial, LLC and Logica Capital Advisers, LLC. Outside of advising, he serves as Sales Vice President at Transunion LLC, where he leads a sales team and oversees product strategy and analytics. 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 centralizes portfolio decisions through an Investment Committee and provides participant education and enterprise support services, combining these with private real estate offerings and family office capabilities.

Carlos Perez is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA, with six years of industry experience. He holds a Series 65 designation and has been working with Perez Company since 1997. 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 standalone financial planning, using a combination of fundamental, technical, and cyclical analysis tailored to each client.

Owen Kim is a financial advisor at Tamar Securities, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise and The Prudential Insurance Company of America. Outside of finance, he has been involved in the restaurant industry with roles at Oishi Shabu Shabu and other dining establishments. Tamar Securities advises individuals—including high-net-worth clients—charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Reed Bender is a Series 65-licensed advisor with Robert L. Bender, Inc. dba Robert Bender & Associates in Pasadena, CA. He has been with the firm since 1997. Robert Bender & Associates provides asset and portfolio management services to individual investors, high-net-worth individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs a combination of fundamental and technical analysis and manages over $510 million in discretionary assets with a focus on suitability, rebalancing, and tax-loss harvesting.

Caiying Wu is a financial advisor at RVW Wealth LLC in Los Angeles, CA, holding a Series 65 designation with 14 years of industry experience. She has been with RVW Wealth since 2014 and is also employed full time as an accountant at Allan Rosenthal Associates AC. RVW Wealth provides discretionary investment management and financial planning services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a fundamental research approach, focusing on portfolios composed mainly of ETFs, mutual funds, and fixed-income securities, while offering ongoing portfolio supervision and additional educational resources.

Jonathan Rugg, CFA, is a financial advisor with Highline Wealth Partners and has 15 years of industry experience. He has been with Highline and its predecessor entities since 2016. In addition to his advisory role, Mr. Rugg is the co-founder and CEO of Altirr Inc., a financial industry services technology company providing alternative investment analysis and reporting tools. He also serves as Founder, President, and CCO of Highline Asset Management and is involved in various affiliated investment and management entities. 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, utilizing a centralized Investment Committee to oversee portfolio decisions and deliver regular client reporting.