Akemi Dalvi is a CFP® and PFS™ credentialed advisor with 16 years of industry experience. She is a principal at Kondo Wealth Advisors, Inc., where she has worked since 2008, and has also been associated with Purshe Kaplan Sterling Investments since 2011. In addition to her financial advisory work, she is an author, columnist, and public speaker focused on providing financial education through books, articles, and community presentations. Kondo Wealth Advisors provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs cyclical and fundamental analysis with both long- and short-term trading strategies, managing client portfolios on a discretionary basis with regular monitoring and rebalancing.

Jessica Vargas is a financial advisor at Dishmi Capital, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Empress Investment Group, Kinetic Agency, and Hottop Precision Mould. Dishmi Capital provides discretionary investment management and advisory services to individuals, trusts, business entities, and employer-sponsored retirement plans. The firm combines a sponsored wrap-fee portfolio program with retirement plan consulting and institutional portfolio management, applying Modern Portfolio Theory and a broad range of investment strategies tailored to client objectives and risk tolerances.

Matthew Martinez is a financial advisor at Opus Private Wealth Group, LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at Opus since 2014, following 14 years at Ameriprise. Outside of his advisory role, he is CEO of Legacy Private Wealth LLC, where he helps educate clients on income tax reduction strategies and estate planning concepts, and he also engages in vintage trailer restoration through a separate business. Opus Private Wealth Group provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary wrapped accounts using a variety of analysis techniques and offers tax-efficient strategies, combining a wrap fee program with insurance services to address diverse client needs.

Edward Barnett II is a financial advisor with Newbury Capital Management, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Newbury Capital Management since 2009. Outside of his advisory role, he is an investor and owner in a restaurant business. Newbury Capital Management provides investment advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $144 million across roughly 399 client relationships, offering a range of portfolio strategies that include individual securities and funds, with regular monitoring and both discretionary and non-discretionary account management.

Richard Yang is a financial advisor at BOS Taurus with two years of industry experience. He holds a Series 65 credential and has previously worked at Brightwater Associates. Yang also serves as an Academic Dean for a private school. BOS Taurus provides ongoing portfolio management and standalone financial planning primarily for individual clients. The firm operates under a fiduciary standard, employing personalized Investment Policy Statements and discretionary portfolio management that includes mutual funds, ETFs, fixed income, real estate funds, annuities, and cryptocurrencies, utilizing both long- and short-term trading strategies.

Kevin Martinez is a financial advisor at Scout Wealth Advisors LLC with experience in the banking and financial services industry since 2009. Prior to joining Scout Wealth Advisors, he held positions at Bank of America, City National Bank, and First Citizens Bank. Scout Wealth Advisors serves individuals, trusts, retirement plans, and business clients by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored fiduciary approach focusing on long-term positioning using fundamental and technical analysis, with a preference for ETFs, equities, and mutual funds.

Christopher De Lorimier is a financial advisor at O'Connor Wealth Management, Inc. with 12 years of industry experience. He holds Series 66 and Series 65 licenses and has been with O'Connor Wealth Management since 2014. In addition to his advisory role, Mr. De Lorimier is an Enrolled Agent providing tax preparation and planning services through his sole proprietorship, Crown City Tax Planning, and is a licensed insurance agent who occasionally underwrites life insurance and annuity products. O'Connor Wealth Management serves individuals, trusts, estates, and charitable organizations, offering wealth management services that combine discretionary investment management with ongoing, issue-specific financial planning. The firm focuses on strategic, long-term asset allocation and constructs customized portfolios across various asset classes, managing client accounts on a discretionary basis with continuous monitoring.

John O'Connor is a financial advisor with O'Connor Wealth Management, Inc. in Monrovia, CA, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with O'Connor Wealth Management since 2012 and previously worked at Reged Financial Training. Additionally, he is licensed as an insurance agent and occasionally underwrites term life insurance and annuity products. O'Connor Wealth Management serves individuals, trusts, estates, and charitable organizations, offering a Wealth Management Service that combines discretionary investment management with ongoing, issue-specific financial planning. The firm emphasizes strategic, long-term asset allocation and creates customized portfolios using a range of investment vehicles while managing client accounts on a discretionary basis.

Juliet Mc Clure is a financial advisor at McClure Investment Management, LLC with a Series 65 designation and one year of industry experience. Prior to founding her firm, she held roles at companies including GUESS, Inc and Alo Yoga. 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 client assets and employs a combination of fundamental and cyclical analysis alongside modern portfolio theory, offering services such as ERISA-focused pension consulting and regular portfolio reviews.

Sen Zhang is a financial advisor at Corrigit Capital Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Elite Advisors LLC and Sunstone Management, Inc. He is also a licensed California real estate agent and part-time insurance agent. Corrigit Capital Group provides discretionary investment management and advisory services to high-net-worth individuals, charitable organizations, and businesses. The firm manages portfolios using a combination of fundamental and technical analysis and offers personalized investment strategies through a three-advisor team.

Evan Pan is a CFA® charterholder with 11 years of experience in the financial industry. He is currently with Tax Efficient Asset Management Solution, Inc., where he has worked since 2018, and also serves as a board member and finance committee chair for two nonprofits, Options for Learning and Joni and Friends Foundation. His prior experience includes roles at Fuller Investment Management Company and Pan Global Advisers. Tax Efficient Asset Management Solution, Inc. serves high-net-worth individuals and corporate clients with tax-focused portfolio management, financial and estate planning, and investment policy statement development. The firm employs a phased, multidisciplinary process integrating proprietary software, cash-flow and estate optimization, and fiduciary coaching, while typically delegating day-to-day asset management to third-party managers.

Thomas Koch is a financial advisor at Hall Capital, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hall Capital since 2024. Koch is also the managing member of Trancoso Capital Management LLC, an exempt California registered advisor serving as the general partner and investment advisor to Trancoso Partners LP. Hall Capital provides discretionary portfolio management and financial planning to individuals, trusts, estates, corporations, endowments, and foundations. The firm manages approximately $164 million through a two-advisor team, employing an investment approach that includes fundamental analysis, active trading, and the use of leverage and derivatives within individualized portfolios.

Jon Lam is a financial advisor with Newbury Capital Management, LLC in South Pasadena, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Newbury Capital Management since 2009. Newbury Capital Management provides investment advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $144 million across 399 client relationships using a variety of investment strategies and offers both discretionary and non-discretionary asset management, as well as retirement plan consulting for employer plan sponsors.

Thomas Rizzo is the sole advisor at Plectrum Advisers LLC, an independent firm based in Altadena, CA. He holds a Series 65 designation and has nine years of industry experience. Since 1995, he has also served as president of Plectrum, Inc., a music entertainment business he co-founded with his wife. Plectrum Advisers serves individuals, high-net-worth clients, estates, trusts, small businesses, and charitable organizations with financial planning, portfolio management, and educational seminars. The firm uses Modern Portfolio Theory to build diversified portfolios primarily with low-cost mutual funds and ETFs, offering both discretionary and non-discretionary management tailored to client risk tolerance and goals.

Yang Gao is a financial advisor with IFMGroup in Monrovia, CA, holding a Series 65 credential and four years of industry experience. Prior to joining IFMGroup, Gao worked at Transpacific and Verity Insurance Services. He also acts as an independent insurance agent affiliated with Transpacific, assisting clients with life and annuity product selection. IFMGroup provides personalized financial planning and investment management to a range of clients, including individuals, pension plans, trusts, and small businesses. The firm employs a core-and-satellite asset allocation strategy focused on global diversification and manages approximately $4 million across seven client accounts.

Daniel Grattan is a financial advisor at Grattan Financial Strategies, Inc. in San Gabriel, CA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Grattan Financial Strategies since 1999. 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 both discretionary and non-discretionary portfolio management, employing fundamental and technical analysis across various asset classes.

Michael Cheung is a financial advisor at Dishmi Capital, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Caerus Investment Advisors, LLC since 2014. Outside of his advisory role, he is the managing member of S3 Ventures, LLC, a holding company for angel investments. Dishmi Capital provides discretionary investment management and advisory services to individuals, trusts, business entities, and employer-sponsored retirement plans. The firm offers a sponsored wrap-fee portfolio program, retirement plan consulting, and access to third-party money managers, using a range of strategies tailored to clients' objectives and risk tolerances.

Amandeep Singh is a financial advisor at Equanimity Financial Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Pruco Securities LLC, the United States Census Bureau, and California State University Los Angeles. Outside of finance, he was involved with Punjab Indian Market and Cuisine from 2015 to 2021. Equanimity Financial Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers discretionary portfolio management and specialized planning services, constructing individualized portfolios using a range of securities and employing both fundamental and cyclical analysis.

Bin Hong is a financial advisor with Corrigit Capital Group in Pasadena, CA, holding a Series 65 designation and eight years of industry experience. Prior to joining Corrigit in 2018, he worked at KPMG from 2014 to 2017 and FengXian Quant from 2011 to 2018. Corrigit Capital Group provides discretionary investment management and advisory services to high-net-worth individuals, charitable organizations, and businesses. The firm manages portfolios using fundamental and technical analysis, cyclical monitoring, and a variety of investment instruments, serving a small client base through a team of three advisors.

Patricia Alexander is a financial advisor with Mission Street Wealth Planning in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked with Mission Street Wealth Planning since 2003 and also serves as a professional fiduciary advisor at Private Trust Management Group, where she acts as a private trustee and estate administrator. Mission Street Wealth Planning provides financial planning and portfolio management services to individuals, families, small business owners, health care professionals, and various committees, emphasizing diversified, research-based investment strategies implemented on a non-discretionary basis.