Top financial advisors working with entertainment industry professionals in Arcadia, CA

Sharon Novell is a financial advisor at Guardian Financial Partners, LLC with 19 years of industry experience. She previously worked at Novell Investment Management Company, Inc. from 2006 to 2024 before joining her current firm. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes a fiduciary, client-focused approach using proprietary asset-allocation models and combines fundamental and technical analysis with due diligence on third-party managers.

Hungkwang Wu is the sole advisor at Bright Light Capital Advisor, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. The firm, founded in 2011 and based in Arcadia, CA, provides discretionary portfolio management and investment supervisory services. Bright Light Capital Advisor primarily manages pooled or institutional assets using a methodology that combines charting, fundamental, technical, and cyclical analysis. The firm employs both long- and short-term trading techniques, including short sales, margin, and options strategies.

Guofeng Xu is the principal advisor at FengCapital LLC, holding a Series 65 designation with 11 years of industry experience. He has worked at PasacaCapital Inc., a family office where he serves as Head of Research, as well as at Mullan Pharmaceutical Inc. and Innova Medical Group. Xu dedicates a significant portion of his time to evaluating investment projects for PasacaCapital Inc. FengCapital LLC provides portfolio management services primarily to individual and high-net-worth clients, focusing on value investments in the healthcare sector. The firm uses a combination of fundamental and technical analysis with long-term equity trading and options strategies, managing client assets internally with regular account reviews.

Larry Yu is an investment advisor at Castle Group Investment Counsel, Inc. with eight years of industry experience. He holds Series 63 and Series 65 designations and has prior roles at Fortune Securities, Inc. and Evergreen Realty & Associates. Outside of his advisory work, he owns Feather Insurance & Financial Services, which sells fixed life, annuity, health, and property and casualty insurance. Castle Group Investment Counsel, Inc. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm combines fundamental and technical analysis with client risk profiling to tailor portfolios and accepts discretionary authority to manage client accounts accordingly.

Steve Kim is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. His prior experience includes roles at UBS Financial Services and Western International Securities, Inc. He is also licensed as an agent in accident and health or sickness, life, and variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven investment options.

Andrew Byren is a Senior Financial Advisor with Merrill Lynch Wealth Management, based out of the New York, NY office. He joined Merrill Lynch in 2018 after graduating from the University of South Carolina in 2017. In his role, Andrew provides customized financial planning and solutions tailored to each client’s specific needs, considering factors such as risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. Andrew focuses on a variety of client areas including college education planning, family wealth management strategies, retirement income, legacy planning, and portfolio management services, among others. He employs a modernized, planning-based approach and leverages the resources and experience of the BMV Group to deliver comprehensive advice and service. He holds the Personal Investment Advisor (PIA) designation. Residing in Hazlet, New Jersey, Andrew enjoys baseball, basketball, football, chess, music, skiing, soccer, reading, spending time with family, and watching movies. He is involved with Covenant House as part of his community engagement.

Peter Mcgratty is a CFA® charterholder with over a decade of experience in the financial industry. He has worked at Pinnacle Advisor Solutions, Congress Wealth Advisor Solutions, and Precursor Asset Management before joining Verdence Capital Advisors, LLC. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis in its investment decisions and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

Tracy Milanese is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Phoenix, AZ. Outside of her advisory role, she serves as a board member at large for Madison Rose Lane Elementary, participating in monthly board meetings and voting on issues. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of roughly 23,701 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Debra Bonseigneur is a financial advisor with BMB Advisers LLC in Los Angeles, holding a Series 65 designation and 26 years of industry experience. She has been with BMB Advisers since 1999 and is also a shareholder and officer at Freedman, Broder & Company Accountancy Corp., an accounting practice where she works full time. BMB Advisers primarily serves high-net-worth individuals in the entertainment industry and their related trusts, estates, and retirement accounts. The firm uses a long-term investment approach that favors passive equity exposure through mutual funds and ETFs, and it offers both direct portfolio management and a referral-based Independent Advisor Program.

Marquay Baul is a financial advisor at Integra Private Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Sowell Management Services and Arvest Private Bank. Outside of his advisory role, Baul owns Integra Management Group, a business management and consulting firm, and serves in leadership and mentoring roles with several nonprofit organizations, including as board chair of Alzheimer’s Diversity Outreach Services. Integra Private Wealth Management, LLC serves professional athletes, entertainment professionals, high-net-worth individuals, trusts, charitable organizations, and qualified retirement plans, providing investment management, financial planning, and employee retirement plan advisory services. The firm follows a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and utilizes diversified, passively managed funds alongside individualized strategies.