Michael Jeppson is a financial advisor at Jeppson Wealth Management, LLC with one year of industry experience. He holds Series 65 and Series 66 licenses and founded Health Inspecta LLC, a health app that evaluates food and cosmetics for unhealthy ingredients. Jeppson Wealth Management is an SEC-registered firm serving individuals, pension plans, trusts, and various organizations. The firm provides wealth management, financial planning, and portfolio management services, typically managing client portfolios on a discretionary basis using fundamental and technical analysis and incorporating independent managers’ strategies.

Christy Charles is a CFP® with 2 years of industry experience, currently serving as a financial advisor at Validus Capital LLC. Prior to joining Validus Capital in 2022, she worked at Camden Capital, LLC from 2014 to 2022. Validus Capital provides wealth management, investment management, financial planning, legacy planning, and family office services primarily to high net worth and ultra-high net worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm constructs customized portfolios using a mix of fundamental and quantitative analysis with a primarily long-term orientation, and it also acts as investment supervisor to exempt private funds and pooled vehicles.

Scott Womack is a financial advisor at Womack Wealth Management, Inc. in Manhattan Beach, CA, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been involved with Womack Wealth Management and Womack Business Management, Inc., where he provides business management and non-investment related family office services. Womack Wealth Management serves individuals, high-net-worth families, retirement plans, trusts, foundations, and business entities by offering investment management, financial planning, wealth-planning, and institutional consulting. The firm employs a strategy based on Modern Portfolio Theory and Efficient Markets Hypothesis, utilizing a range of asset classes and techniques, and is noted for its integrated family-office style services and operational affiliations that provide tax and accounting expertise.

Jae Lee is a financial advisor with Wealth Teams Alliance, holding a Series 65 designation and eight years of industry experience. He has worked at Wealth Teams Alliance since 2018 and has been associated with Alphastar Capital Management, LLC since 2013. Lee is also involved with Good Life International Inc, where he serves as a director overseeing insurance, financial education, and real estate investment activities. Wealth Teams Alliance serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory and consulting services. The firm combines asset-allocation driven portfolio construction with technical analysis, employs both long- and short-term trading strategies, and supports clients through seminars, workshops, and a wrap-fee program.

Brian Goldberg is a financial advisor with Banyan Tree Asset Management, LLC in Torrance, CA. He holds a Series 66 designation and has 23 years of industry experience. Goldberg has been with Banyan Tree Securities, LLC and Banyan Tree Asset Management, LLC since 2013, serving as owner and principal. Banyan Tree Asset Management is a discretionary fixed-income investment adviser focused on ultra-high net worth individuals and institutional clients. The firm employs an active, credit-oriented investment process and manages portfolios primarily through separately managed accounts and Delaware-structured pooled investment vehicles.

Ryan Reid is a financial advisor at Curated Wealth Partners, LLC with nine years of industry experience. He previously worked at JPMorgan Securities LLC for eight years and began his career after graduating from Butler University. He holds Series 63 and Series 65 licenses. Curated Wealth Partners advises ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, and investment entities, providing holistic wealth management, portfolio construction, and access to private market investments. The firm manages approximately $1.76 billion for a selective client base, using a combination of third-party and in-house managers across discretionary and non-discretionary arrangements.

Norikazu Yamaguchi is a financial advisor with Advanced Portfolio Strategies in Torrance, CA, holding eight years of industry experience. He has been with APS Management Group, Inc. since 2018 and is also involved with Philosophy LLC. Outside of advisory services, he owns ANGEL MARKETING, LLC, a business focused on the sale of group health benefits to businesses. Advanced Portfolio Strategies provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, and business entities. The firm employs a client-specific investment approach that integrates fundamental, quantitative, and technical analysis alongside modern portfolio theory, managing approximately $158.7 million for around 208 clients.

Samuel Ford is a financial advisor with Advanced Portfolio Strategies in Torrance, CA, holding three years of industry experience. He also owns and operates a solo law practice and has prior experience at multiple law offices dating back to 2013. Advanced Portfolio Strategies serves individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and pension consulting. The firm employs a diversified, multi-strategy investment approach that integrates fundamental, quantitative, and technical analysis, and provides clients access to a broad range of investment vehicles along with insurance and lending products.

Lindsey Diranian is a financial advisor with Regatta Capital Group, LLC in El Segundo, CA, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at Regatta Capital Group since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Regatta Capital Group serves a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations, using a long-term, fundamental-analysis approach to construct diversified portfolios and offering a range of wealth management and financial planning services.

Glen Michel is a financial advisor at Advanced Portfolio Strategies with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at APS Management Group, Inc. since 2016, following five years at MML Investors Services and over 16 years with Mass Mutual Life Insurance Company. In addition to his advisory role, he sells life, health, disability, and long-term care insurance products. Advanced Portfolio Strategies is a small team managing approximately $158.7 million for about 208 clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm’s investment approach integrates fundamental, quantitative, and technical analysis with modern portfolio theory, providing customized strategies and quarterly portfolio reviews.

James Monti is a financial advisor at The William Allan Corporation with eight years of industry experience. He has worked at The William Allan Corporation since 2018 and is also employed as a longshoreman by the Pacific Maritime Association. The William Allan Corporation provides investment advisory services to individuals, trusts, non-profits, and corporate accounts, utilizing fundamental analysis and a variety of investment strategies. The firm manages over $200 million in discretionary assets with a small team and incorporates AI tools for operational efficiency while tailoring portfolios to clients’ objectives.

Taylor Heininger is a CFA® charterholder with seven years of industry experience. He has worked at Cloud Capital Management, LLC since 2022 and previously spent nine years at Bessemer Trust. He holds a Series 63 license. Cloud Capital serves individuals, families, and business owners by providing discretionary investment management and financial consulting. The firm employs both quantitative and qualitative analysis in its investment process and uses a range of securities and strategies, including third-party managers and sub-advisors, with regular account reviews.

Riley Van Velthuyzen is a CFP® with four years of industry experience, currently serving as an associate financial planner at Ocean Path Advisors, LLC. Prior to joining Ocean Path Advisors, he worked at Mariner Independent and EP Wealth Advisors, and has experience at KPMG, LLP. Ocean Path Advisors is a small team providing portfolio management to individuals, high-net-worth clients, charitable organizations, and business entities. The firm’s investment approach emphasizes modern portfolio theory with broadly diversified, low-cost indexed investments, supplemented by margin and options strategies in select accounts.

John Bullitt is a CFP®-certified financial advisor at Validus Capital LLC with six years of industry experience. He has worked at firms including Morgan Stanley and StartEngine Crowdfunding, and has held positions ranging from financial advisory roles to business experience in various companies. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm manages approximately $2.54 billion in assets, constructing customized, primarily long-term portfolios using a combination of mutual funds, separately managed accounts, ETFs, individual equities, alternative investments, and fixed income.

Craig Bailey Jr. is a financial advisor at Granite Investment Partners, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including NWQ Investment Management Company, Mandeville Advisors LLC, and Kotak Mahindra Inc. He also serves as an advisor to Equala Therapeutics Inc., assisting the CEO with strategic planning for a pharmaceutical manufacturing startup. Granite Investment Partners provides discretionary investment management to institutional clients, government entities, private pooled vehicles, and high-net-worth individuals. The firm employs a bottom-up research process combining fundamental, technical, and cyclical analysis to construct equity, balanced, and fixed-income portfolios, and manages private funds as well as mutual funds and wrap program arrangements.

Jeremy Dicker is a financial advisor at One Wealth Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MassMutual Life and Guardian Life Insurance Company. Outside of advisory roles, he owns a consulting business focused on business operations such as payables, receivables, and succession planning. One Wealth Capital Management, LLC is an SEC-registered advisory firm managing approximately $307 million for individual and high-net-worth clients, as well as institutions. The firm employs a macro-environmental approach to tactical asset allocation, combining growth and fixed-income strategies across various investment vehicles, and offers both discretionary and non-discretionary management along with coordinated multi-phase planning services.

Larry Gurewitz is a financial advisor with The William Allan Corporation, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with The William Allan Corporation since 2014 and operates a separate tax preparation and accounting service under his own business. The William Allan Corporation provides investment advisory and planning services to individuals, high net worth clients, non-profits, trusts, and corporate accounts. The firm offers discretionary asset management and financial planning with an emphasis on individualized account supervision and fundamental analysis.

Paul Heising is a CFP® certificant with 24 years of industry experience, currently serving as an advisor with CLG LLC and Purshe Kaplan Sterling Investments. His prior roles include over a decade at Cetera Advisor Networks LLC. He is also president of Pegasus Wealth Management Inc., a non-investment-related business. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and insurance solutions. The firm employs a mix of analytical approaches and offers both discretionary and non-discretionary management, utilizing derivatives, third-party sub-advisors, and digital assets in its strategies.

Daniel Bennett is a financial advisor with Advanced Portfolio Strategies in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at MML Investors Services Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he serves as Treasurer for the Santa Monica Palisades Lodge #307, a nonprofit fraternal organization. Advanced Portfolio Strategies is a small team managing discretionary and non-discretionary portfolios, financial planning, and pension consulting for individuals, pension plans, and business entities. The firm uses a client-specific investment approach that incorporates fundamental, quantitative, and technical analysis alongside modern portfolio theory, offering ongoing portfolio management with quarterly reviews and access to third-party managers or private funds.

Kenneth Naehu is a financial advisor with Banyan Tree Asset Management, LLC in Torrance, CA. He holds Series 65 and Series 63 licenses and has 35 years of industry experience. He has been with Banyan Tree since 2013, serving as a managing director with overall management and supervisory responsibilities. Banyan Tree Asset Management provides discretionary fixed income investment management to ultra-high-net-worth individuals and institutional clients. The firm employs active, fixed-income-focused strategies and manages over $1 billion in assets with a compact advisory team.