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.

Max Pashman is a CFP® with seven years of industry experience and the principal advisor at Pashman Financial LLC. His prior experience includes roles at Nectarine, Origin Financial, Park Avenue Securities, and Northwestern Mutual Investment Services. He also works as a financial planner for Nectarine Financial Inc. on a part-time basis. Pashman Financial LLC provides portfolio management and financial planning services to individual clients and consulting to employer-sponsored retirement plans. The firm primarily uses a passive, asset-allocation approach with index mutual funds and ETFs, and offers ongoing monitoring, written plans, and educational seminars.

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.

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.

Steven Walraven is a CFA charterholder and holds a Series 66 license with 10 years of industry experience. He is the sole advisor at Lilac Wealth, LLC, where he has worked since 2025. His prior experience includes roles at Compound Advisers, MassMutual, Lenox Advisors, RIM Securities, and Rochdale Investment Management. Lilac Wealth is a newly registered investment adviser serving high-net-worth and ultra-high-net-worth individuals. The firm offers comprehensive wealth management, financial planning, investment management, and administrative services, employing a portfolio approach grounded in modern portfolio theory with access to alternative investments and cryptocurrencies.

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.