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Edlyn R

Series 65

Los Angeles, CA

L & S Advisors, Inc

Edlyn Ruiz is a financial advisor at L & S Advisors, Inc. with a Series 65 designation and nine years of prior experience at JP Morgan Asset Management. She has been with L & S Advisors since 2025. L & S Advisors serves individuals—including high-net-worth clients—trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach that includes a variety of strategies, active derivatives use, and management of wrap and held-away program accounts.

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Ofer B

Series 63, Series 65, Series 66

Los Angeles, CA

L & S Advisors, Inc

Ofer Ben Menahem is a financial advisor at L & S Advisors, Inc. in Los Angeles, CA, holding Series 63, 65, and 66 licenses with 16 years of industry experience. His prior firms include RVW Wealth, LLC, First Foundation, and Mercer Advisors. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach utilizing various strategies and asset classes, including derivatives and margin in managed accounts, and manages about $1.16 billion across more than 1,000 client accounts.

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Stephen S

CFA®, Series 63

Los Angeles, CA

L & S Advisors, Inc

Stephen Seo is a CFA® charterholder with 10 years of industry experience. He currently works at L & S Advisors, Inc., joining the firm in 2023 after eight years at RVW Wealth, LLC. L & S Advisors serves individuals, trusts, businesses, and retirement-plan clients by providing discretionary investment management, financial planning, and sub-advisory services. The firm employs a tactical and unconstrained investment approach across a variety of strategies, including equities, fixed income, alternatives, and uses derivatives and margin in managed accounts.

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Jason S

Series 65

Los Angeles, CA

L & S Advisors, Inc

Jason Scott is a Series 65-licensed financial advisor with L & S Advisors, Inc., based in Los Angeles, CA. He has eight years of industry experience and has been with L & S Advisors in various roles since 2012. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tactical and unconstrained investment approach utilizing a variety of strategies and asset types, including derivatives and private investments.

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Ryan B

Series 63, Series 65

Los Angeles, CA

L & S Advisors, Inc

Ryan Brouillette is a financial advisor at L & S Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Kayne Anderson Capital Advisors, L.P. and Roxbury Capital Management LLC. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach, utilizing a variety of strategies including equities, fixed income, alternatives, and derivatives across its managed accounts.

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Craig W

Series 65

Los Angeles, CA

L & S Advisors, Inc

Craig Weston is a financial advisor at L&S Advisors, Inc in Los Angeles, CA, holding a Series 65 designation with 10 years of industry experience. He has been with L&S Advisors since 2016. L&S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants with discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach, utilizing a variety of strategies and instruments including derivatives and margin, while managing a diverse range of accounts through a 12-advisor team.

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Sy L

Series 66

Los Angeles, CA

L & S Advisors, Inc

Sy Lippman is a financial advisor with L & S Advisors, Inc. in Los Angeles, holding a Series 66 designation and 27 years of industry experience. He previously worked at Lippman, Scott & Associates for 38 years. Lippman is also a general partner and passive investor in Anthem Leasing Associates. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach across a variety of strategies and asset classes, including active use of derivatives and margin within managed accounts.

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Debora N

Los Angeles, CA

L & S Advisors, Inc

Debora Nunez is a financial advisor at L & S Advisors, Inc in Los Angeles, CA, with six years of industry experience. She has been with L & S Advisors since 2016. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach across a variety of strategies and asset classes, including active use of derivatives and margin in managed accounts.

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Ralph S

Series 66

Los Angeles, CA

L & S Advisors, Inc

Ralph Scott is a financial advisor at L & S Advisors, Inc. in Los Angeles, CA, holding a Series 66 designation with 27 years of industry experience. He previously worked at Lippman Scott & Associates for 38 years. Scott serves as a board member of Cedar Sinai Hospital, attending quarterly meetings since 2009. L & S Advisors serves individuals, trusts, businesses, and retirement-plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach across multiple strategies, including equities, fixed income, alternatives, and active use of derivatives and margin, managing approximately $1.16 billion for over 1,000 client accounts.

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Ian M

Series 65

Los Angeles, CA

L & S Advisors, Inc

Ian Manongdo is a Series 65-registered advisor with L & S Advisors, Inc. in Los Angeles, CA, and has seven years of industry experience. He has worked at L & S Advisors since 2016, with a brief period at Larry's from 2016 to 2018. L & S Advisors serves individuals, trusts, businesses, and retirement plan clients, providing discretionary investment management, financial planning, and consulting services. The firm manages approximately $1.16 billion across more than 1,000 accounts using a tactical and unconstrained investment approach that includes derivatives, margin, and a variety of equity, fixed-income, and private alternative strategies.

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Lin Chun L

Series 65

Los Angeles, CA

L & S Advisors, Inc

Lin Chun Liu is a Series 65-licensed financial advisor at L & S Advisors, Inc. in Los Angeles, CA, with 18 years of industry experience. She has been with L & S Advisors since 2009. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, providing discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm applies a tactical, unconstrained investment approach with a range of strategies and active use of derivatives and margin, managing approximately $1.16 billion across over 1,000 client accounts.

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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