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.

Alan Goodstein is a CFP® with 32 years of experience in the financial industry. He has been a principal at Goodstein Wealth Management LLC since 2016 and serves as a director at large on the board of the nonprofit New Horizons, Inc. Goodstein Wealth Management is a fee-only advisory firm managing approximately $114 million in discretionary assets, serving individuals and businesses with customized portfolio management, financial planning, and retirement plan consulting. The firm emphasizes client-specific investment policies and fundamental analysis, offering both limited-scope and fully discretionary fiduciary services for ERISA retirement plans.

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.

Candace Lathan is a financial advisor at Yarash Global Solutions Inc. with nine years of industry experience. She holds a Series 66 designation and has previously worked at Principal Securities, Principal Life Insurance Company, and Thrivent Financial. Outside of her advisory role, she mentors undergraduate finance students through the Lancer Financial Collective and serves on the board of directors and as chaplain for Habitat for Humanity. Yarash Global Solutions Inc. provides investment advisory services primarily to high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm offers discretionary portfolio management and business consulting using a range of analytical methods across various asset classes, managing approximately $20 million for about 21 clients.

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.

Kenneth Willner is a financial advisor with Willner & Heller LLC in Encino, CA, holding a Series 65 credential and 9 years of industry experience. He has been a partner at Willner & Ornedo LLP, a non-investment related tax preparation business, since 1977, dedicating approximately 20 hours per week to that role. Willner has worked at Willner & Heller LLC since 2004. Willner & Heller provides discretionary asset management and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $164 million across about 150 client relationships, emphasizing individualized portfolio construction, continuous supervision, and a range of investment strategies including the use of margin loans on a case-by-case basis.

Daniel Conway is the founder and sole advisor at Conway Capital Management, Inc. in Burbank, CA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led his firm since 2004 and has prior experience in capital markets and the entertainment industry. Conway Capital Management provides investment management services to high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, and other legal entities. The firm employs a long-term investment approach supported by fundamental analysis and tailors portfolios to client objectives, managing approximately $212.8 million for about 68 clients.

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.

Matthew Crisafulli is a CFP® with 11 years of industry experience, currently serving at Acap Asset Management, Inc. since 2014. He holds the Series 65 designation and works from Studio City, CA. Acap Asset Management, Inc. provides investment advisory services to individuals, trusts, and pension/profit-sharing plans, offering tailored portfolios that include a variety of securities and incorporate both fundamental and technical analysis. The firm integrates investment management with tax and retirement-plan consulting services, supported by its affiliation with a Certified Public Accountant.

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.

Matthew Heller is a financial advisor at Willner & Heller LLC with 25 years of industry experience. He has been with the firm since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he leads a professional networking group, Highrise Networks, for which he receives compensation based on membership activity. Willner & Heller LLC provides discretionary asset management and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $164 million across about 150 client relationships, emphasizing individualized portfolio construction, continuous supervision, and a range of investment strategies including the use of margin loans under specific circumstances.

Charles Lee is a financial advisor at The Sterling Group in Pasadena, CA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Odyssey Wealth Design and LPL Financial. The Sterling Group is a team-based advisory firm serving individuals, trusts, estates, retirement plans, and business entities with discretionary asset management and financial planning. The firm emphasizes customized asset allocation, diversification, and periodic rebalancing, and may engage third-party portfolio managers while maintaining oversight and direct client contact.

Janet Gerlings is a CFP® professional with nine years of industry experience. She currently works at Mana Financial Life Design and previously spent seven years at Foothills Financial Planning, Inc. There are no notable outside activities reported. Mana Financial Life Design serves individual and high-net-worth clients as well as employer plan sponsors, offering financial life planning, discretionary investment management, employee benefit plan advisory, estate planning support, and project consulting. The firm employs a long-term investment approach combining liquid, low-cost ETFs and mutual funds with active tax management, and also offers client education through seminars, workshops, and a bi-weekly newsletter.

Irene Hecht is a Series 65-licensed financial advisor at Snow Financial Management, LLC with 11 years of industry experience. She has been with Snow Financial Management since 2016. Snow Financial Management provides discretionary investment management and financial advice to individuals, high net worth clients, trusts, retirement accounts, charitable organizations, and businesses. The firm constructs portfolios tailored to client objectives and uses a range of securities and strategies, including derivatives and options, with a focus on personalized account oversight.

Yuan Tang is a financial advisor at Corrigit Capital Group with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab, TD Ameritrade, Scottrade, and Morgan Stanley. Corrigit Capital Group provides discretionary investment management and related 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 instruments including individual equities, ETFs, mutual funds, and fixed income.

Christopher Haydel is a financial advisor at Equanimity Financial Partners with 34 years of industry experience. He holds a Series 63 designation and has worked at Arete Wealth Management LLC and co-founded Haydel, Biel & Associates, where he serves as president and managing principal. He is also a manager of Zoic Management Investors, an investment-related business. Equanimity Financial Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and business clients. The firm constructs individualized portfolios using a range of securities and employs fundamental and cyclical analysis in its investment process.