Jezmier Cornejo is a financial advisor at Gould Asset Management LLC with a Series 65 designation and two years of industry experience. Prior to joining Gould in 2023, he worked at PBK for one year and was a student for ten years. Gould Asset Management LLC provides discretionary investment management primarily through individually managed accounts for individuals, institutions, retirement plans, trusts, and similar entities. The firm emphasizes long-term, risk-adjusted returns and broad diversification while offering access to private real estate and equity opportunities for qualified investors.

Gladys Limones is a financial advisor at LifeSteps Financial with 18 years of industry experience. She has held positions at Morgan Stanley, Citigroup Global Markets, and Concert Wealth Management before joining LifeSteps Financial in 2010. She holds Series 63 and Series 66 licenses. LifeSteps Financial is a team-based registered investment adviser with seven advisors managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, offering comprehensive investment advisory and financial planning services alongside specialized offerings such as bill payment and reconciliation and a short-term cash management program.

Xi Yao is a financial advisor at Globalink Wealth Management, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has been affiliated with Transpacific Financial, Inc. as a fixed life insurance agent. Globalink Wealth Management offers hourly and fixed-fee financial planning along with discretionary and non-discretionary portfolio management to a diverse client base, including individuals, trusts, and business entities. The firm employs various investment strategies, ranging from long-term holdings to active trading, and provides access to third-party managers while maintaining affiliations with a FINRA-registered broker-dealer.

Allison Kapadia is a financial advisor at K2 Financial Inc. with nine years of industry experience. She holds a Series 66 designation and has held positions at Lincoln Investment and Legend Advisory, LLC. In addition to her advisory role, she is a 25% owner and tax preparer at Krellwitz, Kurimoto & Associates, managing firm operations and preparing tax returns for clients. K2 Financial is a registered investment adviser with a team of eight advisors managing approximately $191.6 million for individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term, discretionary investment approach using mutual funds, ETFs, stocks, bonds, options, and third-party managers, and operates affiliated businesses including a tax-preparation practice and an insurance agency.

Travis Bettfreund is a financial advisor at K2 Financial Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bettfreund is a co-owner and director of advisors at K2 Financial and has ownership interests in related affiliated entities. K2 Financial is a registered investment adviser with a team of eight advisors managing approximately $191.6 million for about 393 clients. The firm offers wealth and investment management, financial planning, and retirement-plan advisory services, employing a primarily long-term, discretionary portfolio approach using a range of investment vehicles including mutual funds, ETFs, stocks, bonds, and options.

Eric La is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA, holding a Series 65 designation with five years of industry experience. Prior to his current role, he worked at Sophis Real Estate Inc. and California State University, Fullerton. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other entities, providing discretionary portfolio management, participant account management, and standalone financial planning. The firm tailors investment strategies to each client using a combination of fundamental, technical, and cyclical analysis, with portfolios reviewed quarterly and rebalanced as needed.

Siddharth Shah is a financial advisor at Shah Wealth Advisors with 29 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise Financial Services from 2005 to 2026. Outside of advisory work, he owns a small commercial property through an LLC and operates an independent insurance brokerage. Shah Wealth Advisors provides personalized financial planning and both discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, and corporations. The firm uses a long-term, fundamental analysis approach to portfolio construction and incorporates a range of investment vehicles tailored to client goals and risk tolerance.

Serena Lam is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Gould Asset Management LLC since 2017 and was previously with Genuine Financial Services from 2012 to 2017. Gould Asset Management LLC provides discretionary investment management primarily through individually managed accounts for individuals, institutions, retirement plans, trusts, and similar entities. The firm’s investment approach focuses on long-term, risk-adjusted returns and broad diversification, offering access to private real estate and private equity opportunities alongside traditional securities.

David Chung is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA, with 22 years of industry experience. He holds a Series 66 designation and has worked at Logic Wealth Management since 2010. His prior experience includes roles at Sophis Real Estate, Inc., Wealth Management Coach, LLC, and Castle Group Investment Counsel, Inc. Outside of his advisory work, he is involved with Sophis Real Estate, Inc. Logic Wealth Management serves a diverse client base including individual investors, trusts, estates, retirement plans, and corporations. The firm provides discretionary portfolio management, account management for retirement and HSA accounts, as well as financial planning and consulting, utilizing a combination of fundamental, technical, and cyclical analysis tailored to each client.

Hong Tran is a CFP® professional with 16 years of experience in the financial services industry. He has been with Logic Wealth Management since 2010 and also worked at Origin Financial LLC starting in 2021. Tran holds a Series 65 license and provides investment advice and financial planning. Logic Wealth Management serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations. The firm employs a tailored investment approach combining fundamental, technical, and cyclical analysis, managing portfolios with discretionary trading authority and regular reviews.

Rene Rodriguez is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Legend Group before joining Lincoln Investment and K2 Financial Inc. Outside of his advisory work, he is the owner of a website for music enthusiasts and is active as an artist. Lincoln Investment is an SEC-registered investment adviser and broker-dealer with approximately $18.9 billion in assets under management and a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other investment advisers, offering a range of financial planning, custom portfolios, model portfolios, and third-party manager access.

Chi Zhang is a financial advisor at Logic Wealth Management, LLC with a Series 65 designation and three years of industry experience. Prior to joining Logic Wealth Management, Chi Zhang worked at Olive Asset Management for one year. Chi Zhang has also operated as a solo practitioner attorney since 2015. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other business entities with tailored investment strategies combining fundamental, technical, and cyclical analysis. The firm offers discretionary portfolio management and financial planning, with regular portfolio reviews and rebalancing.

Rachel Liao is a financial advisor at Globalink Wealth Management, LLC in Pasadena, CA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Globalink Wealth Management, she spent several years in educational roles at local schools. Globalink Wealth Management offers financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a range of investment strategies including fundamental and technical analysis, long-term holdings, active trading, and option writing, and provides access to both in-house and third-party discretionary management.

Marc Calderon is a financial advisor at Hamilton-Bates Investment Research, Inc. with one year of industry experience. His prior work includes four years at Integrity Financial and Insurance Services and over a decade operating Marcus Calderon Barbering Co. He is also involved with Beacon Financial Pathways. Hamilton-Bates Investment Research, Inc. advises individuals, pension plans, charitable organizations, and businesses, managing approximately $61 million in discretionary assets through individualized portfolio management and model programs. The firm employs multiple analytic methods and combines long-term and shorter-term trading strategies to serve a diverse client base.

Stephen Kagawa is a financial advisor with Syndicated Capital, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His career includes long-term roles at Intersecurities, Inc. and the Stephen Kagawa Agency. Outside of his advisory work, he serves as President and CEO of The Pacific Bridge Companies, which oversees multiple subsidiaries in insurance, wealth resources, investment services, and consulting. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans, managing approximately $137 million on a discretionary basis. The firm offers customized investment programs primarily using publicly traded equities, ETFs, fixed income, and mutual funds tailored to client objectives and risk tolerances.

Xi Lu is a financial advisor at Globalink Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Globalink Wealth Management, he worked at Globalink Securities, Inc and has experience at XH Logistics, World Financial Group, and Pepperdine University. Globalink Wealth Management provides hourly and fixed-fee financial planning along with discretionary and non-discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a variety of investment strategies including long-term holdings, active trading, option writing, and margin transactions, and generally favors mutual funds unless clients request otherwise.

Nino Pavan is a CFP® with 17 years of industry experience and has been with Financial Designs Corporation since 1993. He is based in Las Vegas, NV, and holds a Series 63 license. Outside of his advisory role, he owns and operates a life insurance agency where he primarily sells single premium deferred and indexed annuities as part of client investment plans. Financial Designs Corporation provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, charitable organizations, and retirement plan participants. The firm emphasizes retirement planning and employs an active management approach with tailored asset allocation and ongoing account monitoring.

Derek Baldwin is a CFA® charterholder at Gould Asset Management LLC with 11 years of industry experience. He has been with Gould Asset Management since 2014. Gould Asset Management provides discretionary investment management primarily through individually managed accounts for individuals, institutions, retirement plans, and trusts. The firm emphasizes long-term, risk-adjusted returns, broad diversification, and careful management of costs, offering access to non-public real estate LLCs and private equity fund opportunities for qualified investors.

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.

Brandon Morton is a CFP® professional with one year of industry experience, currently serving at Financial Designs Corporation in Claremont, CA. He has been with Financial Designs Corp. since 2008. Financial Designs Corporation provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, charitable organizations, and qualified retirement plan participants. The firm follows an active management approach and offers tailored financial planning and asset allocation services, managing portfolios primarily through its own wrap fee program.