Joshua Sailar is a CFP®-certified financial advisor at Blue Zone Wealth Advisors, LLC with 13 years of industry experience. He has worked at Blue Zone Wealth Advisors since 2019, following three years at Miracle Mile Advisors, LLC. Additionally, he holds a California insurance agent license and has been involved in the sales of life insurance and fixed annuities since 2015. Blue Zone Wealth Advisors is a team-based registered investment adviser serving individual and high-net-worth clients, as well as retirement plans, trusts, and business entities. The firm employs a diversified investment approach combining fundamental, quantitative, technical, and sector analysis and offers access to private pooled investment vehicles for qualified clients.

Justin Yoo is a CFA® charterholder currently with Blue Zone Wealth Advisors, LLC, where he has worked since 2025. He has one year of industry experience and previously held positions at Titan Global Capital Management, YipitData, Kensho Technologies, and Roubini Global Economics. His background includes a mix of roles in financial and data analysis, punctuated by two sabbaticals. Blue Zone Wealth Advisors, LLC is a team-based registered investment adviser serving individual and high-net-worth clients, retirement plans, trusts, and business entities. The firm employs a comprehensive investment approach that blends fundamental, quantitative, technical, and sector analysis, and offers access to private pooled investment vehicles for qualified clients.

Anderson Lafontant is a CFP® professional with 11 years of industry experience. He has worked at Blue Zone Wealth Advisors, LLC since 2024 and previously spent 10 years at Miracle Mile Advisors, LLC. Blue Zone Wealth Advisors, LLC is a team-based registered investment adviser serving individual and high-net-worth clients, retirement plans, trusts, and business entities. The firm employs a diversified investment approach that integrates fundamental, quantitative, technical, and sector analysis, and acts as an adviser and general partner to private pooled investment vehicles.

Jay Sanders is a financial advisor at Blue Zone Wealth Advisors, LLC in Los Angeles, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he worked for seven years at Firestone Walker Brewing Co. and took a sabbatical in 2023. Blue Zone Wealth Advisors is an SEC-registered advisory team managing approximately $565 million across 170 client relationships. The firm serves individuals, high-net-worth clients, trusts, employer retirement plans, and business entities, offering portfolio management, financial planning, and retirement consulting, with a focus on tailored asset allocation and a variety of analytic methods.

Judith Lu is a financial advisor at Blue Zone Wealth Advisors, LLC with 16 years of industry experience. She holds the Series 66 designation and previously worked at Miracle Mile Advisors, LLC. In addition to her advisory role, she is also licensed as an insurance agent in Los Angeles, CA. Blue Zone Wealth Advisors is an SEC-registered advisory team serving individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm manages approximately $565 million across 170 client relationships, offering portfolio management, financial planning, and retirement consulting. Their investment approach includes tailored asset allocation using various analytic methods and the management of private pooled vehicles and special-purpose funds.

Bryan Lee is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has worked at Blue Zone Wealth Management, LLC since 2020 and previously spent seven years at Private Management Group. Blue Zone Wealth Advisors is an SEC-registered advisory team managing approximately $565 million across 170 client relationships. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and retirement consulting. It employs diverse analytic methods and manages private pooled vehicles and special-purpose funds, providing specialized planning services such as cost segregation studies and corporate-structure guidance.