Roger Fan is the principal of RF Capital Management and holds a Series 65 designation. He has nine years of industry experience, including two years at Texas Tech University School of Law and nine years with his current firm. RF Capital Management provides discretionary investment management services to individuals, high-net-worth clients, and businesses. The firm employs a bottom-up, fundamental value approach with concentrated portfolios focused on long-term capital appreciation, and it uses a distinctive performance-based compensation structure for eligible clients.

Amy Qian is a ChFC® and Series 66 licensed advisor with five years of industry experience. She has worked at Merrill, J.P. Morgan Securities, Wells Fargo, and AGL Employee Distributors/AIG prior to founding Agape Wealth Management LLC. In addition to her advisory work, she maintains an insurance practice as a sole proprietor. Agape Wealth Management LLC provides discretionary asset management services primarily to individual and high-net-worth clients, tailoring portfolios based on documented investment goals, time horizons, and risk tolerance. The firm employs a variety of analytic methods and periodic portfolio reviews, targeting a generally $250,000 account minimum.

Stephen Mc Donnell is the sole advisor at McDonnell Financial Services in Pasadena, CA, holding a Series 65 designation with 10 years of industry experience. He has professional experience with Eclaro – Arch Capital Group since 2022 and has operated his own financial services business since 2015. Mc Donnell also provides part-time financial analysis services to a separate financial firm through a staffing firm. McDonnell Financial Services offers discretionary portfolio management and financial planning for individuals, high-net-worth clients, and some corporate clients, focusing on passive, index-linked investment strategies. The firm manages a small client base with ongoing investment oversight, standalone planning, and consulting engagements, and provides an optional performance-based fee arrangement for certain larger clients.

Benjamin Lupu is a CFP® professional with 18 years of industry experience, currently the sole advisor at Kensington Ami, LLC in Burbank, CA. He has worked at Kensington Ami since 2007. Kensington A.M.I. LLC provides investment advisory and financial planning services to individuals, high net worth clients, and pension and profit-sharing plans. The firm’s investment approach incorporates fundamental, technical, econometric, and cyclical analysis, offering strategies with generally low-to-moderate trading frequency and managing a notable portion of assets on a non-discretionary basis.

Dixon Gardner is a financial advisor at Mt. Timp Capital with three years of industry experience. He holds Series 63 and Series 65 licenses and has served as a senior attorney at Madison Law, APC since 2014, where he litigates civil cases and handles bankruptcy matters. Mt. Timp Capital provides asset management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and employee benefit plans. The firm employs a value-investing approach and does not exercise discretionary trading authority, requiring client consent before trades.

Jeffrey Richardson is a financial advisor at Trovera Capital Management, LLC, holding a Series 65 credential with one year of industry experience. Prior to founding Trovera Capital Management, he worked in media and production, including five years at Escopeta Productions and five years as a freelance screenwriter. Trovera Capital Management provides discretionary and non-discretionary asset management, comprehensive financial planning, and project-based security and hard-asset research engagements. The firm employs a multi-step investment process combining top-down, fundamental, and technical analysis, with portfolios managed to align with client objectives through various securities and option strategies.

Adam Gold is a financial advisor at Katam Hill LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and Espial Capital Management. Katam Hill LLC provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, and institutional and pooled vehicles such as pension plans and endowments. The firm follows a fundamental, bottoms-up long/short equity strategy focused on technology, media, and communications, offering both non-leveraged and leveraged model portfolios tailored to client needs.

Feiyu You is the principal of You Investment Management LLC and holds a Series 65 designation. Their professional background includes roles at Ameriprise Financial Services, Chongqing Zheyu Law Firm, Shanghai Huibei Investment Management, and Junkang Life Insurance. Feiyu You has experience spanning law, insurance, and investment management over several years. You Investment Management LLC provides portfolio management and investment consulting services to individuals, high-net-worth clients, and businesses. The firm focuses on liquid, publicly traded securities and employs a combination of fundamental, technical, and cyclical analysis to inform investment strategies, offering both discretionary and non-discretionary portfolio management.

William Royea is a financial advisor at LPR Capital, Inc. in Pasadena, CA, holding a Series 65 designation with 10 years of industry experience. He has been with LPR Capital since 2014 and also serves as president of Next Dimension Technologies, a clinical diagnostics development company. His role at Next Dimension Technologies involves managing research and development activities outside of securities trading hours. LPR Capital provides investment advisory and financial planning services to individuals, trusts, and nonprofit organizations. The firm combines fundamental and technical analysis with modern portfolio theory and risk management, conducting macroeconomic and business-cycle research to guide customized investment strategies.

Jack Tsai is the principal advisor at Tsai Wealth Management in Pasadena, CA, holding the PFS™ and Series 65 designations with 19 years of industry experience. He is also the owner of Jack Tsai & Associates, a CPA firm where he spends approximately half of his time. His prior work includes five years at Colton Wealth Management. Tsai Wealth Management provides personalized financial planning, investment management, and consulting services to individuals, pension and profit-sharing plans, and trusts. The firm employs a long-term, buy-and-hold investment approach focused on strategic asset allocation and diversification, managing portfolios primarily with no-load institutional mutual funds, ETFs, fixed-income securities, and certificates of deposit.

Philip Boucher is a financial advisor with PVB Wealth Management, LLC in Pasadena, CA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to founding PVB Wealth Management in 2018, he worked at United Planners' Financial Services of America and Penniall & Associates, Inc. He is also a licensed insurance agent. PVB Wealth Management provides portfolio management services to individual and high-net-worth clients and sponsors a wrap fee program. The firm offers a multi-method investment approach, manages most assets on a non-discretionary basis, and conducts regular account reviews.

Michael Markarian is a financial advisor at MB3 Consulting LLC with 39 years of industry experience. He held a role at Lincoln Financial Advisors Corporation for 21 years before founding MB3 Consulting in 2019. Markarian is also co-owner of SID Ventures LLC, a real estate management and development company, and operates as a licensed insurance agent. MB3 Consulting LLC provides portfolio management and family office services to individuals, including high-net-worth clients, and corporate clients such as banks and thrift institutions. The firm combines traditional investment advisory work with business and administrative functions, employing a long-term investment approach based on modern portfolio theory.

Alexander Tuckman is a financial advisor with Wealth Management Partners of Los Angeles, holding the ChFC® designation and Series 63 and 65 licenses, with 9 years of industry experience. His prior work includes positions at Providence Financial and Insurance Services, Inc. and Searchlight Financial. Outside of advisory work, he manages a real estate business owning rental properties. Wealth Management Partners of Los Angeles provides discretionary portfolio management and financial planning to individual and high-net-worth clients through multiple third-party platforms and sub-advisors. The firm combines fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading orientation, often utilizing options strategies within separately managed accounts.

Benjamin Yashar is a financial advisor at Altman Sacks Corporation with six years of industry experience. He holds a Series 65 designation and has been with Altman Sacks since 2015. Outside of his advisory role, he is involved in a separate computer programming consultancy. Altman Sacks Corporation provides investment supervisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and charitable organizations. The firm employs a long-term, tactical asset-allocation approach using fundamental, quantitative, and qualitative analysis, offering discretionary and non-discretionary management that includes ETFs, individual equities, and precious metals, with regular account monitoring.

David Hindi is a CFP® professional with 28 years of industry experience. He is the principal advisor at OakGrowth Wealth Management LLC, an independent firm he founded in 2020. Prior to that, he worked at Avantax Investment Services, INC. and DH Advisors for 18 years. In addition to his advisory work, he is a licensed life and health insurance agent, providing related services since 2000. OakGrowth Wealth Management serves individual, high-net-worth, and business clients with investment management and comprehensive financial planning. The firm primarily uses passive investment strategies with non-discretionary account supervision, offering tailored advice on portfolios, cash flow, insurance, retirement, tax, and estate matters.

Dominika Watson Umali is a CFP® and CFA® with five years of industry experience. She is the sole advisor at MyFi Financial, where she has worked since 2022. Prior to that, she was with Prosperity Liftoff LLC and Round Hill Asset Management. Outside of finance, she tutors STEM subjects independently in Pasadena, CA. MyFi Financial provides fee-only financial planning services to individuals, including high-net-worth clients, through project-based and hourly engagements as well as group educational seminars. The firm emphasizes fundamental analysis and modern portfolio theory, generally favoring passive asset allocation, and does not provide discretionary investment management or custody of client assets.

Robert Wycoff is a financial advisor at BrightOrange Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at Light Capital Management, LLC. Outside of advisory services, he is involved in real estate as owner and CEO of Raymond Hill Realty and serves as a healthcare consultant for RadSurg. BrightOrange Advisors is an independent registered investment adviser serving individuals, trusts, estates, businesses, and retirement plans. The firm offers discretionary investment management and financial planning, using customized portfolios that incorporate exchange-traded funds, individual securities, and options with both fundamental and technical analysis.

Kelly Woo is a CFP® professional with 13 years of industry experience, currently serving as president of Bene Wealth Management Company. Prior to this role, Kelly held leadership positions at Profectus Wealth Management and has been involved in several financial and investment entities, including serving as a co-founder and principal of Profectus Financial and as a board member of Accendo Charity. Kelly also manages real estate and private investment funds, including the Empower Opportunity Zone Fund. Bene Wealth Management Company provides portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and trusts. The firm utilizes fundamental analysis and a long-term trading approach, focusing on mutual funds, equities, ETFs, and fixed-income securities, while documenting risk tolerance and adhering to fiduciary standards for retirement accounts.

William Hoeffer Jr. is a CFP® professional with over 43 years of experience in financial advising. He has been the principal of William C. Hoeffer, Jr. Inc. since 1989 and has held positions at The Leaders Group Inc., Western International Securities, Inc., and Financial West Group. His background includes insurance sales and pension consulting alongside investment advisement. William C. Hoeffer, Jr. Inc. provides comprehensive financial planning and consulting services to individuals, trusts, estates, and employer-sponsored retirement plans, with a focus on non-securities advice such as insurance, taxation, and estate planning. The firm delivers advisory work through individualized written plans or consultations and offers retirement plan consulting while employing fundamental analysis and multiple investment strategies without discretionary asset management.

Mei Lee Ney is the sole advisor at Richard Ney & Associates Asset Management, Inc., with 29 years of industry experience. She has been with the firm since 1973. The firm provides personalized, fee-only discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. Its investment approach combines strategic asset allocation with a core-and-satellite framework, using passively managed index funds and ETFs as the core and selected high-quality stocks or focused funds as satellites, managed with a long-term holding orientation.