Blair Aihara is a CFP® and Series 66-registered advisor with five years of industry experience. He is the principal of Aihara Wealth Management LLC, an independent firm he founded in 2024, and has prior experience at Rulo Wealth Strategies LLC and Royal Alliance Associates Inc. Outside of advising, he serves as Vice President of One Machi Corporation, a nonprofit organization. Aihara Wealth Management provides discretionary and non-discretionary asset management, comprehensive financial planning, and limited-topic consulting primarily for high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm integrates an affiliated tax practice and insurance services, offering clients tax preparation, planning, and insurance solutions alongside portfolio management.

Gregory Andrews is a financial advisor at Wealthsights Investment Management, LLC with 11 years of industry experience. He previously worked at Columbia Advisory Partners, LLC and Searchlight Investments, LLC. He is a licensed Series 65 and also maintains a separate independent insurance practice in Los Angeles. Wealthsights Investment Management provides discretionary asset management to individuals, high-net-worth individuals, and trusts or estates, using a combination of fundamental, technical, charting, and cyclical analysis. The firm is a small, single-advisor operation that manages approximately $29 million across 37 clients, allowing for concentrated advisor oversight.

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.

Craig Pelletier is a PFS™ credentialed advisor with P&L Family Wealth, where he has worked since 2026. His prior experience includes roles at Carmel Capital Partners and Axxcess Wealth Management, along with five years at Pelletier & Leo, LLP, and five years at PricewaterhouseCoopers, LLP. P&L Family Wealth provides wealth management and financial planning services to individuals, high-net-worth clients, and businesses. The firm combines ongoing portfolio management with written financial plans, employing a mix of passive and active investment strategies that include stocks, bonds, mutual funds, ETFs, municipal securities, and digital assets when appropriate.

Reggie Wilson is the principal of Epic Wealth Advisors, Inc. in Los Angeles, CA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with related firms including EPIC Financial Consulting Inc., which he founded to provide consulting services aimed at improving operational efficiency and after-tax profits for families and businesses. He also serves as president of two insurance agencies, EPIC Financial Insurance Services, Inc. and Outsource Insurance Services, Inc. Epic Wealth Advisors is a small advisory firm that provides retirement and financial planning and asset-allocation advice to individuals and high-net-worth families. The firm uses risk-analysis tools and refers clients to unaffiliated third-party investment advisers and insurance products for implementation, focusing on defining client goals and designing diversified allocations reviewed at least annually.

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.

David Chong is a CFP® and CFA® credentialed financial advisor with 18 years of industry experience. He is the owner and president of Oaktree Wealth Group Inc. in Brea, CA, where he has worked since 2013. Prior to founding Oaktree Wealth Group, he was with Schomer Wealth Advisors, LLC and Align Financial Coaching, LLC. Oaktree Wealth Group is a state-registered investment adviser serving individual clients and institutional plan sponsors, including pension and profit-sharing plans. The firm provides portfolio management primarily through referrals to third-party money managers, comprehensive and modular financial planning, and non-discretionary pension consulting, applying modern portfolio theory in its asset allocation recommendations.

David Feinman is the principal of Silverlake Portfolio Advisors LLC, an independent firm based in Los Angeles, CA. He holds a Series 65 credential and has 12 years of experience in financial advising. Prior to founding Silverlake Portfolio Advisors in 2015, Feinman has been active since 1990 as a composer, producer, and musician through his business Non Linear Music, creating soundtracks and popular releases for film, video, and television. Silverlake Portfolio Advisors provides customized investment management and financial planning services to individuals, high-net-worth clients, retirement accounts, trusts, estates, charitable organizations, and corporations. The firm’s investment approach focuses on market efficiency, broad diversification, and asset allocation based on modern portfolio theory and behavioral finance, with an emphasis on passive index exposure and institutional-class mutual funds.

Parth Bhatt is a financial advisor at Maaxiom Capital LLC in Fullerton, CA, holding a Series 65 designation with four years of industry experience. He also serves as Chief Investment Officer for the County of San Bernardino, overseeing treasury and fund management since 2016. Maaxiom Capital LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts and estates, institutional clients, and qualified retirement plans. The firm offers specialized retirement-plan advisory and investment-manager services, combining fundamental and technical analysis to develop client-specific investment programs.

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.

David Lu is a CFP® with 14 years of industry experience and serves as the sole advisor at Lodestone Capital Solutions LLC in Torrance, CA. He has been with Lodestone Capital Solutions since 2011. In addition to his advisory role, Lu is licensed as an insurance agent and a real estate broker. Lodestone Capital Solutions provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers pension consulting and plan-sponsor services to small businesses, employing a tactical allocation strategy that uses fundamental analysis and a variety of instruments to manage risk and target improved performance.

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.

Kambiz Mahdavi is the sole advisor at K financial Services, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He previously worked at J.P. Morgan Securities from 2012 to 2017. In addition to his advisory role, Mahdavi operates an affiliated insurance practice that involves fixed insurance sales. K financial Services, LLC is a registered investment manager providing non-discretionary direct asset management, financial planning, and public seminars and workshops. The firm constructs portfolios based on client objectives and fundamental analysis, requiring prior client approval for trades, and uses third-party custodians for asset custody and trade execution.

Lawrence Bartlett is the sole advisor at Bartlett, Lawrence E and holds a CPA designation with 40 years of experience in accounting. He has been practicing as Lawrence E Bartlett CPA since 1986. The firm provides discretionary investment supervisory services primarily to individuals, corporations, and charitable organizations, focusing on U.S. common-stock portfolios with a growth and momentum orientation. Its approach combines fundamental research and technical analysis, with portfolio tactics including ADRs, high-dividend stocks, covered calls, and, with client consent, margin or listed options.

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.

Keith McBride is the sole advisor at Keith McBride Financial Services Inc. in Torrance, CA, holding a Series 65 designation with 14 years of industry experience. He previously worked at Integrity Financial Corporation from 2010 to 2019 and has maintained his own firm since 2016. In addition to his advisory role, McBride is a licensed insurance agent. Keith McBride Financial Services Inc. provides investment advisory services to individuals, high-net-worth clients, and pension or profit-sharing plans, focusing on portfolio management, financial planning, and pension consulting. The firm employs a diverse investment process incorporating various analysis methods and offers both discretionary and non-discretionary management with regular portfolio monitoring and quarterly reviews.

Matthew Farwell is a CFA charterholder and financial advisor at Penmar Advisors, LLC, with 15 years of industry experience. His prior roles include positions at Odeon Capital Group, Roth Capital Partners, and Imperial Capital Asset Management. Penmar Advisors, LLC is an investment manager offering discretionary and non-discretionary asset management, financial planning, and consulting services. The firm utilizes fundamental and cyclical analysis, employing various equity strategies, options, derivatives, and alternative investments tailored to client objectives and risk tolerances.

Shauket Sherali is a financial advisor at Spondeo Capital, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Spondeo Capital provides discretionary portfolio management and retirement plan consulting to individuals, families, trusts, corporations, and employer-sponsored retirement plans. The firm employs a blend of fundamental, technical, quantitative, and sector analysis to manage diversified portfolios and offers ongoing consulting services to plan sponsors.