Nelson Wu is a financial advisor with Open Square Capital, LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at Open Square Capital since 2015 and at Open Insights Capital since 2022. Open Square Capital provides discretionary portfolio management to a limited number of high-net-worth individuals through separately managed accounts and manages a private investment limited partnership. The firm employs a value-oriented, fundamental analysis approach with a long-term investment horizon, focusing on concentrated, high-conviction positions.

Linda Walker is a Certified Financial Planner® with 45 years of experience in the financial services industry. She has operated her independent advisory firm, Linda A. Walker, CFP, since 1996 and has also been affiliated with LPL Financial since 1991. Her practice includes some involvement with long-term care insurance in coordination with a colleague approved by LPL. Her firm provides financial planning and investment advice to individuals, trusts, and corporations, generally on an hourly or fixed-fee basis. The advisory work focuses on budget analysis, retirement, education, and tax projections, emphasizing asset allocation modeling with client-directed rebalancing and consultative advice rather than discretionary management or custody of client assets.

Stephen Kim is a financial advisor with Sierra Madre Partners LLC in Cerritos, CA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including 12 years with Sierra Madre Partners. Sierra Madre Partners provides discretionary investment management and financial planning services to individual and high-net-worth clients, focusing on a proprietary global all-cap strategy aimed at long-term capital appreciation. The firm employs a combination of fundamental and technical research and manages accounts on a discretionary basis with client-specific investment guidelines.

Jeffrey Bronchick is a CFA® charterholder and registered investment adviser affiliated with Cove Street Capital, LLC, where he has worked since 2011. He holds Series 63 and Series 65 licenses and is based in Hermosa Beach, California. Cove Street Capital, LLC provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, institutions, and pooled investment vehicles. The firm employs a research-driven, fundamental value investment process with concentrated portfolios and offers customized advisory arrangements, including negotiated performance-based fees for eligible accounts.

James Reeves is a CFP® with 34 years of industry experience. He has worked at Reeves, James, Townsend since 2020 and previously spent 16 years at Securities Service Network, LLC and SSN Advisory, Inc. The firm provides non-discretionary asset management and financial planning to individuals, trusts, estates, and business entities, maintaining a small client roster with roughly $17 million in assets under management. Investment advice is delivered on a non-discretionary basis, with a focus on fundamental analysis, client approval for trades, and regular account reviews.

Stewart Darrell is a CFA® charterholder with 20 years of industry experience. He is the sole advisor at Darrell Capital Management, LLC, where he has worked since 2020. Prior to that, he held positions at Harris Financial Advisors, Inc. and Delphi Private Advisors. Darrell Capital Management is a fee-only wealth management firm serving individuals, high-net-worth clients, and trusts. The firm focuses on discretionary investment management and financial planning with an emphasis on long-term asset allocation, diversification, and ongoing portfolio rebalancing.

I’m John C. Pak, a Certified Financial Planner™ and founder of Otium Advisory Group. My mission is to help time-starved professionals—those who barely have time for lunch—cut through the noise and finally feel confident about their financial future. With a clear, no-fluff approach to retirement readiness, I create simple, effective strategies designed to fit real life—not a textbook. I believe financial planning shouldn’t feel like a second job, so I focus on what matters most, eliminating the jargon and complexity that gets in the way. Aside from my life-long devotion to personal finance, my other passion point is teaching. I've been presenting retirement literacy courses at select Southern California Universities since 2014. I believe… - If you are open to the idea of prioritizing, organizing, and purging, you will save time and money. - If you change the way you see things, you will change the way you do things. - If you find someone to go along with you on your financial journey, you will have more success. Take advantage of the complimentary consultation. I look forward to sharing my vision of how we can get you to the finish line.

Kevin Hsu is a Series 65 licensed advisor at Summit Gates Capital with seven years of industry experience. His work history includes roles at Vaco LLC, Exploding Kittens Inc., Broadata Communications, and Clean Energy Fuels Corp. Kevin has been with Summit Gates Capital since 2018. Summit Gates Capital is an independent investment adviser that provides discretionary portfolio management for individual and high-net-worth clients. The firm focuses on a concentrated portfolio of primarily U.S. equities, combining fundamental and technical analysis to identify companies trading below intrinsic value.

Anuraag Shah is the sole advisor at Tusker Capital, LLC, holding a Series 65 designation with 14 years of industry experience. He has been with Tusker Capital since 2010. Tusker Capital primarily advises pooled investment vehicles and institutional-style managed accounts, also providing investment advice to high-net-worth individuals. The firm employs a flexible, opportunistic long/short and relative-value approach focused on global equity and commodity markets, utilizing fundamental research and a combination of exchange-traded and over-the-counter instruments.

Nicholas Arellano is a CFP® with 18 years of industry experience, currently serving as Managing Partner and CEO of YLP Financial, LLC. He has held leadership roles at Your Legacy Partners, LLC and Kospow Partners, where he provides M&A advisory and private equity co-investment services to privately held businesses. His prior experience includes positions at Skyview Investment Banking, DeVoe & Company, and Shoreline Growth Partners. YLP Financial offers discretionary portfolio management primarily for individual and high-net-worth clients, utilizing a combination of fundamental analysis, modern portfolio theory, and technical analysis. The firm focuses on a range of investment vehicles, including mutual funds, fixed-income securities, real estate funds, equities, ETFs, and private placements.

Loc Tran is the sole advisor at JHL Investment Firm Inc in Westminster, CA, holding a Series 65 license with seven years of industry experience. He has operated JHL Investment Firm since 2018 and is also involved in the insurance industry through his roles at Tran Insurance Agency and Lords Insurance Agency, where he sells life, health, and property casualty insurance. Additionally, he works seasonally as a tax preparer. JHL Investment Firm Inc provides non-discretionary asset management, financial planning, and consulting services primarily to individual clients. The firm’s investment approach centers on fundamental analysis and customized strategies aligned with client goals, with client approval required before executing trades.

Minh Tran is a securities license holder with Series 63 and Series 66 designations, associated with Lone Wolf Wealth Management in Westminster, California. No additional career background or outside activities are noted. Lone Wolf, Inc. is a newly registered investment adviser providing discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base that includes individuals, families, small business owners, pension plan sponsors, and various institutional and nonprofit clients. The firm employs a client-specific approach focused on portfolio construction, asset allocation, tax-aware management, and offers flexible engagement models including fixed-fee and hourly consulting.

Gary Hughes is the principal of Hughes Wealth Management Incorporated and holds Series 63 and Series 66 licenses. He has 32 years of experience in the financial industry, including nine years at Concorde Asset Management, LLC and Concorde Investment Services, LLC. In addition to his advisory work, he operates as an independent insurance agent. Hughes Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities by providing portfolio management, financial planning, pension consulting, and alternative investment recommendations. The firm employs fundamental, technical, and economic analysis to build diversified portfolios and utilizes both discretionary and non-discretionary strategies tailored to a small client base.

David Ross is a Certified Financial Planner® with over 20 years of industry experience. He has led Ross Financial Group since 2011 and previously worked as a business consultant. Outside of his advisory role, he acts as a business consultant for a long-term client and operates as an insurance broker. Ross Financial Group provides tailored investment advisory and portfolio management services to individuals and institutions, including trusts, estates, foundations, charities, and corporations. The firm offers a proprietary “Tides Portfolio” strategy focused on low-turnover, concentrated mid-cap index ETF holdings, with an objective to outperform the Dow Industrial Average over time.

Quan Le is a financial advisor at Rockside Investments LLC in Westminster, CA, holding a Series 65 designation with four years of industry experience. Prior to founding Rockside Investments, he worked at Valero Energy Corporation for over three decades. Rockside Investments LLC is an independent registered investment adviser serving individual investors and select institutional clients, including qualified retirement plans. The firm employs a value investing approach with a catalyst, utilizing model portfolios that incorporate equities, options, ETFs, REITs, treasuries, and bonds, and offers both discretionary portfolio management and pension consulting services.

Kamal Ramani is a CFP® professional with one year of experience in financial advisory services. He is the principal of REA Investments, LLC, where he has worked since 2023. In addition to his advisory role, Ramani is a CPA who operates Blue Lotus Services, providing tax preparation, and serves as CFO of Raw Brands Inc., an apparel wholesaler. REA Investments, LLC is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm constructs customized portfolios based on client goals and risk tolerance, utilizing a range of analytical techniques and conservative cash management strategies.

John Nuckel is the sole advisor at John Nuckel LLC in Hermosa Beach, CA, holding Series 63 and Series 65 credentials with 25 years of industry experience. Prior to founding his firm in 2020, he spent nine years at Coastal Investment Advisors and Coastal Equities, Inc. John Nuckel LLC provides discretionary portfolio management primarily to high-net-worth individuals, tailoring portfolios around insurance products, equities, and ETFs. The firm combines modern portfolio theory with charting, fundamental and technical analysis to implement long-term trading and model allocations based on documented risk tolerance.

Juerg Ciceri is a CFP® professional with 18 years of industry experience, operating through his firm, JC Financial Planning & Investments, LLC, since 2006. He holds a Series 63 license and serves clients from Long Beach, CA. Ciceri is also the owner and general partner of a Swiss investment holding company, Golden State Holding GmbH. JC Financial Planning & Investments provides portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm’s investment approach focuses on individualized advice, continuous account supervision, and diversified asset allocation, offering both discretionary and non-discretionary management along with flexible financial planning arrangements.

David Pedersen is a financial advisor at Hermosa Advisors with six years of industry experience. He holds a Series 65 designation and has worked at Hermosa Advisors since 2019. Prior to that, he was self-employed and also worked at Guess Inc. Pedersen serves as a part-time adjunct instructor at the University of California, Los Angeles Extension. Hermosa Advisors is a small, independent advisory firm that provides customized financial planning and advisory services to individuals, high-net-worth clients, and small businesses. The firm emphasizes modular financial plans and consultative advice, focusing on diversified portfolios built with ETFs and mutual funds using Modern Portfolio Theory.

Ashkan Afrasiab is a financial advisor with Afrasiab Wealth Solutions, LLC and holds a Series 66 designation. He has 19 years of industry experience, including 16 years at Ameriprise Financial Services, LLC. Afrasiab also works as a licensed insurance professional, dedicating a portion of his time to insurance sales. Afrasiab Wealth Solutions, LLC provides discretionary investment management and portfolio supervision to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamental-analysis approach with an emphasis on diversified, low-cost funds and customized portfolio construction.