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.

Matthew Theal is a financial advisor at Evermont Wealth with 13 years of industry experience. He holds a Series 65 designation and previously worked at Rpa Insurance Services from 2015 to 2018. Theal has been with Evermont Wealth since 2013. Evermont Wealth is a three-advisor registered investment adviser with approximately $334 million in assets under management, serving individual clients, including high-net-worth households, and retirement plans. The firm offers discretionary portfolio management, financial planning, ERISA retirement plan consulting, and management of annuity and variable life products, combining in-house discretionary authority with delegation to independent managers and employing supervised AI tools for research support.

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.

Joshua Winterswyk is a financial advisor at Evermont Wealth with 11 years of industry experience. He holds a Series 65 designation and has been with Evermont Wealth since 2015. Prior to that, he worked at Rpa Insurance Services for three years. Evermont Wealth is a three-advisor firm managing approximately $334 million in assets, serving individual clients, including high-net-worth households, and retirement plans. The firm provides discretionary portfolio management, financial planning, and specialized retirement-plan services, combining in-house management with delegated independent managers and utilizing AI tools for research support.

Maya Pocker is a financial advisor at Scout Wealth Advisors LLC in Pasadena, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Scout Financial, Inc., she worked at Tzohar LaTohar and the Ministry of Education in Israel. Scout Wealth Advisors provides asset management, comprehensive portfolio management, financial planning, and retirement plan consulting to individuals, trusts, retirement plans, and business clients. The firm uses a fiduciary approach focused on long-term positioning with fundamental and technical analysis, utilizing ETFs, equities, and mutual funds, and offers both discretionary management and standalone consulting services.

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.

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.

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.

Donna Gaddis is an advisor with Scout Wealth Advisors LLC in Pasadena, CA. She has no industry experience as a financial advisor but has held roles at Garrison Family Medical Group Inc since 2023, at Children's Center of the Antelope Valley from 2011 to 2023, and has been involved with QCS Consulting since 1990. Scout Wealth Advisors serves individuals, trusts, retirement plans, and business clients, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm follows a tailored, fiduciary approach focused on long-term positioning using fundamental and technical analysis, with a preference for ETFs, equities, and mutual funds.

Kevin Mansell is a financial advisor at Kodiak Capital Advisors LLC with five years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Edward Jones and the Department of Water and Power. Kodiak Capital Advisors LLC provides discretionary portfolio management for individuals and high-net-worth clients, focusing on individualized investment policy statements and continuous portfolio supervision. The firm’s approach is based on fundamental analysis and may include a range of securities and options strategies, with an emphasis on small- and medium-cap investments.

Diana Kliche is a financial advisor at InvestLinc Wealth Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and has a legal background, working at the Law Office of Sharma Kliche, LLP since 2009 and previously at the Law Office of Mark E. Lewis from 2005 to 2017. Prior to joining InvestLinc in 2026, she spent six years with The Fix Project. InvestLinc Wealth Services provides wealth and portfolio management to high-net-worth individuals, families, and related entities, offering customized investment solutions and comprehensive financial planning. The firm uses a mix of fundamental, technical, and quantitative analysis to manage portfolios across traditional and alternative asset classes, conducting manager research and rebalancing regularly.

Stephen Kiernan is a CFP® with 39 years of industry experience and has been with Anchor Financial Group since 1988. He previously worked at NPB Financial Group, LLC from 2012 to 2017. Kiernan holds a California life and health insurance license and is involved in insurance sales on a limited basis. Anchor Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, small businesses, and retirement plans. The firm combines passive index and ETF exposure with selective active funds and alternative investments, managing roughly $96 million in discretionary assets for a range of clients.

Terri Grassi is a financial advisor at RAI Wealth Management with 16 years of industry experience. She holds the Series 63 and Series 65 credentials and has previously worked at Munson, Cronick & Associates, LLP Certified Public Accountants, her own CPA practice, and Richey Advisors, Inc. RAI Wealth Management serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and consulting. The firm focuses on diversified portfolios using mutual funds and ETFs, employs tax-management tools, and maintains relationships with independent managers and other advisory firms to deliver comprehensive services.

Thomas O’Connell is a financial advisor with HG Wealth Partners LLC in Los Angeles, CA, holding Series 63 and Series 66 licenses with 23 years of industry experience. His previous roles include positions at Horton Group Inc., Carnegie Wealth Management LLC, Hilltop Securities, and Western International Securities, Inc. Outside of advisory work, he is a limited partner in McConnell's Fine Ice Cream, an ice cream shop. HG Wealth Partners LLC manages discretionary portfolios and offers hourly financial planning for individuals, families, trusts, and select institutional clients. The firm’s investment approach focuses on fundamental analysis tailored to client objectives and operates with discretionary authority while maintaining transparent disclosures regarding outside business activities.

George Yackey Jr is a financial advisor with IBN Advisory Services, Inc. He holds Series 66, Series 65, and Series 63 licenses and has 19 years of industry experience. His prior work includes roles at UBS Financial Services, Morgan Stanley, Citigroup Global Markets, and Ameriprise Financial Services. IBN Advisory Services, Inc. provides asset management and financial planning to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of internal investment teams and third-party managers to implement strategies tailored through individualized investment policy statements.

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.

Steven Le is a financial advisor at SVL Investment Management with 20 years of industry experience. He has been with SVL Investment Management since 1987 and also worked at California State University for 38 years. Outside of his advisory role, he is the owner of a property management company. SVL Investment Management is a boutique, research-oriented money manager serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment process with a long-term horizon, combining top-down economic analysis and a proprietary statistical valuation model.