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.

Lawrence Russell is the principal advisor at Lawrence Russell and Company in Pasadena, CA, holding a Series 65 designation with 21 years of industry experience. Since founding the firm in 2004, he has also developed and licensed the VeriPlan lifetime financial planning software and authored financial articles and ebooks available online. His work extends beyond advisory services into financial education through digital content and software development. Lawrence Russell and Company offers fee-only financial and investment planning services primarily to individuals and families who are not high-net-worth clients. The firm focuses on lifetime financial planning and investment strategies utilizing low-cost, diversified, passive funds, emphasizing client education and self-implementation without taking custody of assets.

Suzanne Muniz is a CFP®-certified financial advisor with 12 years of industry experience. She is currently with AIS Asset Management, where she has worked since 2022, and previously worked at City National Bank and Comerica Securities. In addition to her advisory role, Muniz owns Ms. Fiscal, a financial coaching business focused on teaching women how to manage their finances. AIS Asset Management is a small, supported registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension plans, and small businesses. The firm offers discretionary portfolio management and financial advice through tailored asset-allocation strategies, utilizing fundamental analysis and employing risk-managed options strategies for select clients.

Michael Sackett is a financial advisor with Sackett Wealth Advisors, Inc. in Brea, CA, holding a Series 66 designation and over 35 years of industry experience. He founded Sackett Financial Group in 1987, providing tax, accounting, business consulting, and insurance services, and serves as a board member of a propane and natural gas distribution company. He also holds a supervisory role at an e-commerce business specializing in HVAC control systems. Sackett Wealth Advisors offers investment advisory services to individuals, trusts, estates, and various business entities, focusing on diversified portfolio management with both active and passive strategies. The firm integrates investment management with affiliated tax and retirement plan consulting services, providing a coordinated approach to wealth, tax, and corporate planning.

Robert Mcdaniel is a financial advisor at Lighthouse Financial Services Inc in Brea, CA, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lighthouse Financial Services since 1998. Lighthouse Financial Services serves individual and high-net-worth clients as well as pension and institutional accounts, offering discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm combines a top-down macroeconomic approach with bottom-up security selection, emphasizing asset allocation across multiple model strategies.

Channing Lushbough is a financial advisor at Round Hill Asset Management Inc with 26 years of industry experience. He holds a Series 65 credential and has been with Round Hill since 1986. Round Hill Asset Management provides discretionary portfolio management to individuals, trusts, pension plans, and a private fund, overseeing approximately $273 million in client assets. The firm employs a value-oriented investment approach focused on intrinsic value and margin of safety, primarily investing in undervalued stocks while using bonds and opportunistic strategies such as options and arbitrage.

Doron Kochavi is a financial advisor at Carnegie Wealth Management LLC with 44 years of industry experience. He holds a Series 63 designation and previously worked at Western International Securities, Inc. for nine years. Outside of advising, he is involved in non-investment activities including roles as a member and co-general partner in Individual Public Storage and ownership interests in rental property entities. Carnegie Wealth Management is a state-registered advisory firm serving individual and high-net-worth clients with customized asset and portfolio management. The firm manages client accounts primarily on a non-discretionary basis, using a combination of fundamental, technical, quantitative, and sector analyses across equity and fixed-income strategies.

Aaron Munoz is a CFP® with 14 years of industry experience and is currently a financial advisor at Cerda Munoz Advisors, Inc., where he has worked since 2013. Prior to that, he spent a year each at Cerda Wealth Management and Wealth Management Lab. In addition to his advisory role, Munoz prepares individual income tax returns within the firm. Cerda Munoz Advisors, Inc. serves individual clients including high-net-worth households, providing discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm uses a Modern Portfolio Theory-based investment approach with diversified allocations and integrates tax and accounting services into its offerings.

Stephen Stroup is a financial advisor at Onward Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ameriprise Financial Services, U.S. Bancorp Investments, Qapital LLC, and Wedbush Securities. Onward Advisors LLC provides discretionary asset management primarily for institutional and pooled-vehicle clients, along with financial planning and consulting services. The firm’s investment approach considers client objectives, risk tolerance, time horizon, and tax factors, employing a broad range of instruments and often managing accounts on a discretionary basis.

Larry Yu is an investment advisor at Castle Group Investment Counsel, Inc. with eight years of industry experience. He holds Series 63 and Series 65 designations and has prior roles at Fortune Securities, Inc. and Evergreen Realty & Associates. Outside of his advisory work, he owns Feather Insurance & Financial Services, which sells fixed life, annuity, health, and property and casualty insurance. Castle Group Investment Counsel, Inc. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm combines fundamental and technical analysis with client risk profiling to tailor portfolios and accepts discretionary authority to manage client accounts accordingly.

Yaohui Wang is a CFP® professional at Ambrosia Asset Management with experience spanning several roles since 2014, including positions at Aeon Private Wealth LLC, MMG Financial and Insurance Services, Universal Business Agency Inc, and Shunxin Inc. Wang's current role is within a small firm that employs a rule-based investment strategy focusing on U.S. equities and options tied to the S&P 500. Ambrosia Asset Management provides discretionary managed account services to individual and institutional clients, using a systematic investment approach combined with fundamental and technical analysis. The firm employs performance-based compensation for qualified clients and maintains accounts with independent custodians.

Christopher Soukup is a financial advisor at Lighthouse Financial Services Inc with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including TD Ameritrade and Fidelity. Soukup has been with Lighthouse Financial Services since 2021. Lighthouse Financial Services serves individual and high-net-worth clients, as well as pension and institutional accounts, providing discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm’s investment process combines a top-down macroeconomic view with bottom-up security selection, emphasizing asset allocation across diverse model strategies.

Michael Pysnik is a financial advisor at Pysnik Financial, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Independent Financial Group and Lee Pysnik, CPA. In addition to his advisory role, he is a licensed California insurance agent offering various insurance products. Pysnik Financial serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm provides non-discretionary asset management, financial planning, consulting, and insurance implementation, using a goal-based asset allocation approach that includes ETFs, mutual funds, fixed income, and individual securities.

Samuel Escobar is a financial advisor with Lagos Wealth Advisors, holding a Series 66 designation and 22 years of industry experience. He has worked at Madison Avenue Securities since 2022 and Triad Advisors Inc from 2013 to 2022. In addition to his advisory role, he is active as a real estate broker with True Realty dba EFG Realty, providing real estate and mortgage services. Lagos Wealth Advisors serves individual clients, sponsoring organizations, and other entities by offering discretionary portfolio management, retirement plan consulting, advisory referral and monitoring services, and a specialized IRA program. The firm uses the AssetMark platform and third-party managers to implement investment strategies tailored to client-specific investment policy statements.

G Miguel Alves is a CFP® with 21 years of experience in the financial industry, currently serving at Vida Private Wealth LLC. His prior experience includes roles at Merrill Lynch and Cantella & Co., Inc. He is also a general partner of VIDA Vision Fund GP, LLC, a private fund. Vida Private Wealth serves high-net-worth individuals and families with private wealth management, multi-family office services, and financial life planning. The firm emphasizes fiduciary advice and multi-asset portfolios, offering tailored discretionary portfolio management and access to private fund investments for qualified clients.

Davis Thompson is a Series 65-licensed financial advisor with Thompson & Thompson Investment Advisors, Inc., based in Pasadena, CA. He has six years of industry experience and also serves as the Engineering & Computer Science Program Director at Tarbut V'Torah Community Day School, where he manages curriculum and oversees teaching staff. Prior to his current role, he has worked at Mater Dei High School and DKRBT Enterprises, Inc. Thompson & Thompson Investment Advisors, Inc. provides discretionary investment management, retirement income planning, and tailored portfolios of U.S. stocks and bonds for individuals, trusts, charitable organizations, and small businesses. The firm applies Modern Portfolio Theory principles using both passive index allocations and active stock selection and distinguishes itself by offering performance-based fee arrangements, regular performance reporting, and educational seminars.

Ara Oghoorian is a CFP®, CFA®, and Series 65 credentialed advisor with 17 years of experience at Acap Asset Management, Inc. He also serves as a board member for Mission Valley Bank and Orbit Health, contributing to the oversight of bank management and strategic growth in telemedicine. Additionally, he is a Certified Public Accountant at Acap Accounting Services, Inc. Acap Asset Management, Inc. provides investment advisory services to individuals, trusts, and pension/profit-sharing plans, offering tailored portfolios and comprehensive financial planning. The firm integrates investment management with tax and retirement-plan consulting, leveraging both fundamental and technical analysis alongside tax-sensitive strategies.

Davis Thompson is a financial advisor at Thompson & Thompson Investment Advisors, Inc. in Pasadena, CA, holding a Series 65 designation with six years of industry experience. He worked for nearly three decades at Atkinson, Andelson, Loya, Rau & Romo, a law corporation, before joining his current firm in 2019. Thompson & Thompson Investment Advisors serves individuals, trusts, charitable organizations, and businesses by providing comprehensive wealth and retirement income planning along with management of U.S.-traded stock and bond portfolios. The firm employs a combination of passive and active investment strategies based on modern portfolio theory and fundamental analysis, tailoring portfolios to clients’ objectives and risk profiles.

Annmarie Rizzo is a financial advisor at Plectrum Advisers LLC with a Series 65 designation and one year of industry experience. Prior to joining Plectrum Advisers, she worked at Figure Technologies Solutions, Goldman Sachs, and Yahoo. Plectrum Advisers serves individuals, estates, trusts, and small businesses by offering financial planning, discretionary portfolio management, and educational seminars. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations primarily using low-cost mutual funds and ETFs, and supports both traditional advisor-managed accounts and an app-based onboarding pathway for newer investors.

William Torres is a financial advisor at Cerda Munoz Advisors, Inc. with 24 years of industry experience. He holds the PFS™ designation along with Series 63 and 66 licenses. Torres has worked at firms including Wright Ford Young and 1st Global Insurance Services, and he serves on the board of directors for the East LA YMCA. Cerda Munoz Advisors, Inc. provides discretionary and non-discretionary portfolio management and comprehensive financial planning for individual and high-net-worth clients. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations and integrates tax and accounting services into its offerings.