Joshua Winterswyk is a financial advisor at Evermont Wealth with 11 years of industry experience. He holds a Series 65 designation and has been with Evermont Wealth since 2015. Prior to that, he worked at Rpa Insurance Services for three years. Evermont Wealth is a three-advisor firm managing approximately $334 million in assets, serving individual clients, including high-net-worth households, and retirement plans. The firm provides discretionary portfolio management, financial planning, and specialized retirement-plan services, combining in-house management with delegated independent managers and utilizing AI tools for research support.

Maya Pocker is a financial advisor at Scout Wealth Advisors LLC in Pasadena, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Scout Financial, Inc., she worked at Tzohar LaTohar and the Ministry of Education in Israel. Scout Wealth Advisors provides asset management, comprehensive portfolio management, financial planning, and retirement plan consulting to individuals, trusts, retirement plans, and business clients. The firm uses a fiduciary approach focused on long-term positioning with fundamental and technical analysis, utilizing ETFs, equities, and mutual funds, and offers both discretionary management and standalone consulting services.

Richard Miller is a financial advisor at CSI Wealth Management with 13 years of industry experience. He previously worked at Creativeone Wealth, LLC for four years and has served as president of California Senior Information, Inc., an educational resource provider for seniors, since 2002. Miller holds Series 63 and Series 65 licenses and a California life and disability insurance license. CSI Wealth Management provides discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm’s investment approach is based on modern portfolio theory and long-term trading, with personalized investment policies and quarterly portfolio reviews.

Christopher Mastro is a CFP® professional with four years of industry experience. He is a principal at Impact Fiduciary LLC, where he has worked since 2020, and previously spent five years with Mirmir LLC. Outside of financial advising, he owns Wellness BioDental, an activity occupying less than 10% of his time. Impact Fiduciary LLC provides discretionary portfolio management and comprehensive wealth management primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm emphasizes client-specific investment policies with a focus on passive management through ETFs and index funds, incorporating socially responsible investing screens and offering bundled financial planning and tax-related services.

David Romero is a financial advisor at Nautica Asset Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has work history with Gradient Advisors, LLC and various insurance agencies dating back to 1977. Outside of advisory services, he operates a business selling life, health disability, and property casualty insurance. Nautica Asset Management LLC provides investment management and financial planning primarily to individual clients and pension or profit-sharing plans. The firm’s approach combines fundamental, technical, and cyclical analysis, with retirement strategies that include bucket planning and may integrate securities with insurance offerings.

Nan Cheng is a financial advisor at ValueTech Private Advisors with five years of industry experience. He holds a Series 65 designation and concurrently works in senior semiconductor material management at Microsoft Corporation. His prior experience includes eight years at Semtech Corporation. ValueTech Private Advisors offers portfolio management, customized financial planning, and business consulting to individual and small business clients, including a significant non-U.S. clientele. The firm employs a technology-focused investment approach that integrates value investing, active management, and Modern Portfolio Theory with tax-aware, globally diversified portfolios.

Donna Gaddis is an advisor with Scout Wealth Advisors LLC in Pasadena, CA. She has no industry experience as a financial advisor but has held roles at Garrison Family Medical Group Inc since 2023, at Children's Center of the Antelope Valley from 2011 to 2023, and has been involved with QCS Consulting since 1990. Scout Wealth Advisors serves individuals, trusts, retirement plans, and business clients, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm follows a tailored, fiduciary approach focused on long-term positioning using fundamental and technical analysis, with a preference for ETFs, equities, and mutual funds.

Corey Cunningham is a financial advisor at Clearwave Capital with nine years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Sanford C. Bernstein & Co., LLC, Secfi Securities, LLC, and BBVA S.A. before joining Clearwave Capital. Clearwave Capital serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and consulting services. The firm employs a variety of analytical approaches and manages portfolios including stocks, bonds, ETFs, options, mutual funds, and alternative investments.

Rachael Johnson is a CFP® and holds a Series 66 license with 25 years of industry experience. She has been with Bernard & Johnson Family Wealth Management since 2016. Outside of her advisory role, she works as a fitness trainer at CrossFit Monrovia and serves as secretary on the Huntington Oaks HOA Board. Bernard & Johnson Family Wealth Management serves individuals, families, trusts, small businesses, and retirement plans, including high-net-worth clients. The firm provides financial planning and discretionary investment management, focusing on customized, long-term strategies implemented through institutional money managers and ongoing portfolio monitoring.

Robert McClure is the principal of McClure Investment Management, LLC in Glendora, CA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has led McClure Investment Management since 2001. McClure Investment Management provides personalized discretionary portfolio management, investment consulting, and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $64 million in discretionary assets and employs a combination of fundamental and cyclical analysis along with modern portfolio theory, offering services such as ERISA-focused pension consulting not commonly found in single-advisor firms.

Joshua Garcia is a CFP® professional with 15 years of experience in financial advising. He is currently with Veritas Financial Consulting LLC, where he has worked since 2021, following nine years at Garrett Investment Advisors, LLC. In addition to his advisory role, he provides independent tax preparation services during tax season. Veritas Financial Consulting offers investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a combination of passive and active investment strategies guided by Modern Portfolio Theory and provides services including retirement, estate, tax planning, and risk management.

Scott Hofman is a financial advisor at Ratio Capital with 20 years of industry experience. He holds a Series 66 designation and has worked at Ratio Financial Holdings since 2019, following four years at Unionbanc Investment Services. Ratio Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as charitable organizations. The firm integrates general financial planning topics into client engagements and typically allocates active management to third-party Sub-Advisers, using a rebalancing approach supported by a turnkey asset management platform.

Brent Pasqua is a financial advisor at Evermont Wealth with 15 years of industry experience. He holds a Series 65 designation and previously worked at Rpa Insurance Services for five years. Pasqua has been with Evermont Wealth since 2013. Evermont Wealth serves individual investors, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, financial planning, annuity and variable life management, and ERISA plan consulting. The firm manages approximately $278 million for several hundred clients and combines retail wealth management with institutional ERISA consulting and sub-advisory services.

Anthony Nahra is a CFP® with over 31 years of industry experience. He has been with The Sterling Group since 2006 and Sterling Group Wealth Management, LLC since 2012. Nahra also serves as a co-trustee and attorney-in-fact for his father’s living trust. The Sterling Group is a team-based advisory firm serving individuals, trusts, estates, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, emphasizing customized asset allocation, diversification, and periodic rebalancing tailored to each client’s goals and risk tolerance.

Georgene Grattan is the President and CEO of Grattan Financial Strategies, Inc. with 42 years of experience in the financial industry. She holds a Series 63 designation and has worked at BB Graham & Co, Grattan Financial Securities, Inc., Grattan Financial Strategies, Inc., and The Northwestern Mutual Life Insurance Company. Outside of finance, Georgene is a 50% shareholder in Grattan Enterprises, Inc., a food company producing chocolates, pastries, jams, and jellies, and she owns Gigi's Fine Chocolates as a chef and chocolatier. Grattan Financial Strategies provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolio management and consulting services, managing both discretionary and non-discretionary accounts with a focus on fundamental and technical analysis across various asset classes.

Kevin Cifuentes is a CFP® and Series 65 licensed advisor with five years of industry experience. He has been with Veritas Financial Consulting LLC since 2021 and previously worked at Chase Bank and California State Polytechnic University. Veritas Financial Consulting LLC serves individual and high-net-worth clients with tailored investment management and financial planning services. The firm employs a mix of passive and active ETFs and mutual funds based on modern portfolio theory and fundamental, technical, and cyclical analysis, managing about $86 million in assets for roughly 68 clients.

Johannes Bremicker is a Series 65-licensed advisor at Tres Wealth Management Group, LLC with one year of industry experience. His prior work includes roles at Hope Bible Church, The Trinity Church, LMR Lone Mountain Resources, and Abus USA LLC. Tres Wealth Management Group provides ongoing portfolio management and pension planning to individuals and business entities, including high-net-worth clients. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to manage diversified portfolios tailored to each client's Investment Policy Statement.

Jason Torrey Payne is a financial advisor at Torrey-Payne Wealth Management with 29 years of industry experience. He previously worked at UBS Financial Services and held a long tenure with Los Angeles Firemen's Credit Union and Cuso Financial Services. Payne holds Series 63 and Series 65 licenses. Torrey-Payne Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients as well as institutional entities such as trusts, estates, charitable organizations, and corporations. The firm emphasizes tailored portfolios with a mix of ETFs, mutual funds, and individual securities, along with asset allocation and rebalancing, operating as a fiduciary and coordinating estate planning through outside professionals when requested.

Claire Cheng is an advisor at ValueTech Private Advisors with one year of industry experience. She is also the owner and CEO of C&Z Accounting Corp, an accounting services firm where she supervises operations. ValueTech Private Advisors is a small independent firm serving individual and business clients with customized financial planning and portfolio management. The firm emphasizes a value-oriented, active management approach with a focus on the technology sector and incorporates elements of Modern Portfolio Theory.

Jaylene Pysnik is a financial advisor with Pysnik Financial, LLC in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Her prior roles include positions at Independent Financial Group and Lee Pysnik, CPA. She also provides notary services and offers insurance products as a licensed California insurance agent. Pysnik Financial serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering non-discretionary asset management, financial planning, and third-party manager oversight. The firm emphasizes tailored, goal-based asset allocation and operates without discretionary trading authority, requiring client approval for trades.