Hillary Srilamsingha is a financial advisor at Golden State Capital Inc. with Series 66 and Series 63 credentials and less than one year of industry experience. Her prior work includes roles at Golden State Tech Inc., Golden State Securities, and the U.S. Unicorn Foundation. Golden State Capital Inc. provides investment advisory services mainly to accredited investors and family offices, focusing on private and alternative investments such as private equity, credit, real estate, and venture capital. The firm employs fundamental, technical, and quantitative analysis with a long-term investment approach and offers tailored recommendations on a non-discretionary basis.

Katherine Wimmer is a financial advisor at Wimmer Associates LLC in Pasadena, CA, holding the CIC, Series 63, and Series 65 designations with 23 years of industry experience. She has been with Wimmer Associates since 2003. Wimmer Associates provides investment supervisory and management services to individuals, trusts, estates, and family groups, focusing on tailored portfolio recommendations primarily involving stocks, bonds, mutual funds, and ETFs. The firm emphasizes fundamental analysis and maintains formal policies on advisory qualifications, trade allocations, proxy voting, and personal trading controls.

Patrick Kinney is a financial advisor at Evolve Wealth Advisors LP with 22 years of industry experience. He holds the Series 66 designation and has been involved with various Evolve entities since 2021. Prior to that, he worked at EP Wealth Advisors from 2016 to 2021. Evolve Wealth Advisors, LP provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and corporate clients. The firm is notable for its cross-border planning expertise and consulting services to other registered investment advisers, employing a range of investment strategies including fundamental analysis, modern portfolio theory, and options strategies.

Gary Pia is a CFP® professional with 38 years of industry experience. He has been with Mission Street Wealth Planning since 1986 and previously worked for the City of South Pasadena from 2012 to 2022. Mission Street Wealth Planning advises individuals, families, small business owners, health care professionals, qualified retirement plans, and nonprofit or corporate investment committees. The firm provides comprehensive and limited-scope financial planning and portfolio management, emphasizing a non-discretionary, research-based investment approach focused on diversified asset-class exposure and long-term investor behavior.

Sarah Gatens is a financial advisor with Gatens Financial, LLC in Los Angeles, CA. She holds the Series 65 designation and has been with Gatens Financial since 2024. Prior to her advisory role, she worked in various positions across multiple industries, including a role at Oomph Sweets in 2024 and Wondery Outdoors in 2023–2024. Gatens Financial is a small SEC-registered advisory firm managing approximately $27.8 million for around 20 clients, including high-net-worth individuals, trusts, estates, and corporations. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services, employing a variety of analytical methods and investment strategies tailored to client goals and risk tolerance.

Richard Miller is a financial advisor at CSI Wealth Management with 13 years of industry experience. He previously worked at Creativeone Wealth, LLC for four years and has served as president of California Senior Information, Inc., an educational resource provider for seniors, since 2002. Miller holds Series 63 and Series 65 licenses and a California life and disability insurance license. CSI Wealth Management provides discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm’s investment approach is based on modern portfolio theory and long-term trading, with personalized investment policies and quarterly portfolio reviews.

Michael Stewart II is a financial advisor at Yarash Global Solutions Inc. with 19 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Stewart also owns Yarash Global Consulting LLC, a consulting firm providing non-investment-related business services. Yarash Global Solutions Inc. serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm offers comprehensive portfolio management and business consulting, applying a range of analytical methods to manage diversified investment strategies and addressing real estate and business value-creation needs.

Christopher Mastro is a CFP® professional with four years of industry experience. He is a principal at Impact Fiduciary LLC, where he has worked since 2020, and previously spent five years with Mirmir LLC. Outside of financial advising, he owns Wellness BioDental, an activity occupying less than 10% of his time. Impact Fiduciary LLC provides discretionary portfolio management and comprehensive wealth management primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm emphasizes client-specific investment policies with a focus on passive management through ETFs and index funds, incorporating socially responsible investing screens and offering bundled financial planning and tax-related services.

Philip Demuth is a financial advisor at Conservative Wealth Management LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Conservative Wealth Management since 2003. In addition to his advisory work, Mr. Demuth is a writer, dedicating about a quarter of his workweek to this activity. Conservative Wealth Management provides tailored asset management and ongoing account supervision to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs quantitative analysis, including Monte Carlo simulations, to inform investment decisions and manages diversified portfolios with a focus on academic factor exposures and liquid alternatives.

Kelsey Wilson is a CFP® professional with 10 years of experience in financial advisory services. He is currently with BlackLines Financial and has prior experience at Innovation Partners LLC and Northwestern Mutual Investment Services LLC. In addition to his advisory role, Kelsey is licensed as an insurance agent, selling life insurance, disability, long-term care, and annuities products. BlackLines Financial serves individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, retirement and pension plan services, and comprehensive financial planning. The firm employs client-specific investment policies and combines various analytical approaches while providing cash management and tax preparation support.

Nan Cheng is a financial advisor at ValueTech Private Advisors with five years of industry experience. He holds a Series 65 designation and concurrently works in senior semiconductor material management at Microsoft Corporation. His prior experience includes eight years at Semtech Corporation. ValueTech Private Advisors offers portfolio management, customized financial planning, and business consulting to individual and small business clients, including a significant non-U.S. clientele. The firm employs a technology-focused investment approach that integrates value investing, active management, and Modern Portfolio Theory with tax-aware, globally diversified portfolios.

Thomas O'Connell is a financial advisor at HG Wealth Partners LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Hilltop Securities, Western International Securities, and currently with both Horton Group Inc. and Carnegie Wealth Management LLC. Outside of his advisory role, he is a limited partner in McConnell's Fine Ice Cream, an ice cream shop in Pacific Palisades, CA. HG Wealth Partners LLC provides discretionary portfolio management and hourly financial planning to individuals, families, trusts, and select institutional clients. The firm tailors portfolios based on fundamental analysis and client objectives, operating with discretionary authority while monitoring third-party managers and directing clients to independent custodians.

Renee Cohen is a CFP® with 10 years of industry experience, currently serving as a financial advisor at BlackLines Financial. She previously worked at Northwestern Mutual in various roles from 2015 to 2024. Outside of her advisory work, Renee is also licensed as an insurance agent and sells life insurance, disability, long-term care, and annuity products. BlackLines Financial serves individual and high-net-worth clients, as well as business entities, providing discretionary portfolio management, retirement and pension plan services, and financial planning. The firm employs client-specific investment policies with long-term strategies and incorporates insurance products and third-party arrangements within its advisory services.

I Jung Hsiao is a financial advisor at Halcyon Investment Advisor with a Series 65 credential and four years of industry experience. His previous roles include positions at Alpha Helix Asset Management Company Limited and Nanshan Life Insurance Company. Halcyon Investment Advisor offers fee-only investment advisory and financial planning services to a range of clients, including individuals, families, trusts, and pension plans, with specialized family office services for high-net-worth families. The firm employs a globally oriented investment approach combining fundamental, cyclical, and quantitative analysis with diversified asset allocation and multi-dimensional risk management.

Rachael Johnson is a CFP® and holds a Series 66 license with 25 years of industry experience. She has been with Bernard & Johnson Family Wealth Management since 2016. Outside of her advisory role, she works as a fitness trainer at CrossFit Monrovia and serves as secretary on the Huntington Oaks HOA Board. Bernard & Johnson Family Wealth Management serves individuals, families, trusts, small businesses, and retirement plans, including high-net-worth clients. The firm provides financial planning and discretionary investment management, focusing on customized, long-term strategies implemented through institutional money managers and ongoing portfolio monitoring.

Robert McClure is the principal of McClure Investment Management, LLC in Glendora, CA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has led McClure Investment Management since 2001. 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 assets and employs a combination of fundamental and cyclical analysis along with modern portfolio theory, offering services such as ERISA-focused pension consulting not commonly found in single-advisor firms.

Randall Rubin is a financial advisor at Decca Private Wealth Management, Inc. with 13 years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Barnes & Company Investment Counsel, LLC and Britehorn Securities. Rubin is also involved with Umergence LLC, an investment-related business he dedicates a significant portion of his time to. Decca Private Wealth Management serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, retirement plan services, and managed “held-away” accounts. The firm employs conventional portfolio-construction techniques and may use independent sub-advisors, combining personalized client management with strategies such as options and margin where appropriate.

Joshua Garcia is a CFP® professional with 15 years of experience in financial advising. He is currently with Veritas Financial Consulting LLC, where he has worked since 2021, following nine years at Garrett Investment Advisors, LLC. In addition to his advisory role, he provides independent tax preparation services during tax season. Veritas Financial Consulting offers investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a combination of passive and active investment strategies guided by Modern Portfolio Theory and provides services including retirement, estate, tax planning, and risk management.

Scott Hofman is a financial advisor at Ratio Capital with 20 years of industry experience. He holds a Series 66 designation and has worked at Ratio Financial Holdings since 2019, following four years at Unionbanc Investment Services. Ratio Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as charitable organizations. The firm integrates general financial planning topics into client engagements and typically allocates active management to third-party Sub-Advisers, using a rebalancing approach supported by a turnkey asset management platform.

Esteban Di Masi is a ChFC® credentialed financial advisor with one year of industry experience, currently serving as the sole advisor at Atorie Advisors, LLC. Prior to this role, he worked at William Morris Endeavor for three years. He also manages a business-management and multifamily office firm specializing in services for entertainers, executives, and high-net-worth individuals. Atorie Advisors provides ongoing portfolio management primarily for individual and high-net-worth clients, tailoring investment programs to documented goals, time horizons, and risk tolerance. The firm employs a range of analysis methods and investment instruments while managing held-away retirement and education accounts through a third-party platform and supports client-imposed investment restrictions.