Li Wei Chang is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at 7Summit Advisors, LLC since 2014. He is a member of the RIA Advisory Board at Guggenheim Investments and provides financial guidance to athletes as a Registered Player Financial Advisor for the NFLPA. 7Summit Advisors offers discretionary investment supervisory services and financial planning to individuals, charitable organizations, and pension or profit-sharing plans. The firm employs a variety of analytical methods and strategies, including recent additions such as private equity, and manages held-away retirement accounts using a third-party platform with tax-efficient asset location and regular reporting.

Jason Oclaray is a financial advisor at Angeles Family Office with 10 years of industry experience. He holds Series 66 and Series 65 licenses and previously worked at XO Capital LLC, Algonic Partners LLC, and Wells Fargo Investments. Angeles Family Office provides financial planning, consulting, and both discretionary and non-discretionary investment management to a select group of high-balance clients, including individuals, trusts, estates, and philanthropic organizations. The firm integrates traditional wealth management with comprehensive family office services and employs a diverse range of investment strategies across multiple asset classes.

Jade Chien is a financial advisor at Zuckerman Capital Management, LLC with eight years of industry experience. She holds a Series 65 designation and has been with the firm since 2015. Zuckerman Capital Management serves individual investors, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses, providing customized financial planning and investment consultation. The firm employs an investment approach that combines modern portfolio theory with established principles, emphasizing diversified asset allocation and the use of actively managed mutual funds and ETFs.

Elean Mendoza is a financial advisor at Paragon Financial Partners with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Paragon since 2014. Paragon Financial Partners serves individuals, high-net-worth clients, estates, trusts, and corporations by providing wealth management, financial planning, portfolio management, and trustee services. The firm employs a primarily long-term investment approach grounded in fundamental analysis and is notable for its use of borrowing and derivatives in separately managed accounts.

Jake Davidson is a financial advisor at Davidson Kahn Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Davidson Kahn Capital Management since 2017, as well as at J. R. Davidson and Co since 2006. Outside of advising, he is President of J. R. Davidson and Co, which provides management and administrative services to his investment advisory firm, and is involved in medical facility management through SC Partners Holdings, LLC. Davidson Kahn Capital Management, LLC offers discretionary portfolio management to individuals, including high-net-worth clients, as well as corporate and foundation clients. The firm combines fundamental and quantitative analysis with a long-term approach, managing client assets in-house and implementing customized Investment Policy Statements for each client.

Yevgeniy Oktyabrskiy is a financial advisor at Goodstein Wealth Management LLC with two years of industry experience. He holds the Series 65 designation and concurrently works as a Business Development Manager for Exponent, a science consulting firm. Prior to his current roles, he held positions at The Mosaic Company and Synology. Goodstein Wealth Management is a fee-only advisory firm managing approximately $114 million in discretionary assets for individuals and businesses, including high-net-worth clients. The firm emphasizes client-specific investment policies and risk tolerances, relying mainly on fundamental analysis for portfolio management and offers both discretionary asset management and standalone financial planning services.

Julia Fahlen is a CFP® and Series 66 licensed advisor at Silicon Beach Wealth, LLC with two years of industry experience. She previously worked at SES Inc. and Seia LLC before joining Silicon Beach Wealth in 2025. Prior to her financial advisory career, she spent over a decade as a homemaker. Silicon Beach Wealth, LLC provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients. The firm employs a multi-method investment approach, including fundamental and quantitative analysis, and utilizes strategies such as concentrated equity growth, options trading, and margin transactions, distinguishing itself with active use of leverage in client accounts.

Yi Zeng is a CFA® charterholder with nine years of industry experience. He is a managing member of Investamily, LLC and has served as Chief Financial Officer of New Dream Services Inc. since 2013. Outside of his advisory role, Zeng is a licensed insurance agent active in the Covered California health insurance marketplace and holds a real estate broker license in Illinois. Investamily, LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs multiple analytical methods and a diverse set of strategies, including allocations to alternative investments, while delivering financial planning using the MoneyGuidePro platform.

Sarah Archer is a financial advisor with Vincimus Capital, LLC, holding a Series 65 credential and 16 years of industry experience. Prior to joining Vincimus Capital, she worked for Integrity Financial Corporation for 16 years. Vincimus Capital provides financial planning, asset management, retirement plan consulting, and legacy planning for individuals, high net worth clients, business owners, and family offices. The firm employs a tactically diversified, macro-oriented investment approach that combines index and actively managed funds with allocations to vetted private-market managers and alternative investments.

Joshua Goldberg is a financial advisor at Bruin Wealth Advisors LLC with two years of industry experience. He holds Series 66 and Series 65 licenses and has been involved with Goldberg & Company, a full-service tax accounting firm, since 2008. Goldberg is also a managing member of several holding companies and real estate investment partnerships. Bruin Wealth Advisors provides portfolio management, financial planning, and pension consulting to individuals and institutional clients. The firm employs a variety of analytical methods and active strategies, serving both discretionary and non-discretionary accounts with approximately $37 million in assets under management.

Sean Oneill is a CFA® charterholder and Series 63 licensee with five years of industry experience. He currently serves as a professional trustee for four separate trusts, managing investment allocation decisions, including for the Paquita Machris Trust since 2020. Sean is affiliated with Doheny Asset Management, L.L.C., where he has worked since 2010, following a brief tenure at Cordhaven Capital Management. Doheny Asset Management provides individualized portfolio management to individuals, high-net-worth clients, and select institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios, managing approximately $164 million across 46 client relationships.

Jon Courtney Jr. is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He is currently with Village Wealth Advisors in Westlake Village, CA, and previously worked at Our Wealth Guides, Inc. and Avalon, LLC. Village Wealth Advisors serves individual and high-net-worth clients, managing approximately $258 million in discretionary assets. The firm employs an investment approach based on Modern Portfolio Theory and fundamental analysis, offering multi-component financial planning and portfolio management supported by educational seminars and detailed client reporting.

Jeffrey Cosgrove is a financial advisor at Westwood Wealth Management in Los Angeles, CA, holding a Series 65 designation with five years of industry experience. He has worked with Westwood Wealth Management since 2021 and previously held roles at Brennan & Company and California State University Long Beach. Westwood Wealth Management provides discretionary portfolio management and advisory services to individuals, pension and profit-sharing plans, business entities, and pooled investment vehicles. The firm also manages a private pooled vehicle for sophisticated investors and employs strategies that include both long- and short-term positions using fundamental and technical analysis.

Jinfeng Su is a CFP® certificant and holds a Series 65 license with nine years of industry experience. Su has been with McIntosh Capital Advisors, Inc. since 2017 and previously worked at Sterling Bank & Trust and American Income Life Insurance Company. Outside of investment advising, Su provides tax preparation services as an Enrolled Agent. McIntosh Capital Advisors is a small, supported registered investment adviser serving individual clients, including high-net-worth households, as well as corporations and small businesses. The firm employs a disciplined asset allocation strategy that combines primarily passive investments with selective active allocations, managing portfolios through a wrap fee program with quarterly reporting and periodic reviews.

Todd Much is a CFP® professional with 28 years of industry experience. He has been with CTS Financial Planning, Inc. since 1981 and has also worked at Certified Insurance Consultants, Inc. for over three decades. Todd holds Series 63 and Series 65 licenses. CTS Financial Planning serves individual and high-net-worth clients with comprehensive financial planning, retirement and investment planning, discretionary asset management, and accounting and income tax preparation services. The firm employs an active, daily management investment approach using proprietary models and combines advisory services with in-house tax and accounting capabilities.

Maria Babilonia is a CFP® professional with nine years of industry experience, currently serving as an advisor at JDM Financial Group LLC since 2016. In addition to her advisory role, she is an insurance agent involved with various insurance agencies, dedicating approximately 10% of her time to this activity. JDM Financial Group primarily serves high-net-worth individuals, corporations, and other financial institutions, offering discretionary portfolio management, financial planning, and consulting services. The firm employs an asset-allocation framework favoring mutual funds and ETFs, integrates fundamental and behavioral finance analysis, and provides both wrap-fee and non-wrap advisory services.

Jean Luc Nouzille is a CFA® charterholder with 30 years of industry experience. He has been with Bristlecone Value Partners, LLC since 2004 and previously worked at Oppenheimer and CIBC World Markets Corp. The firm provides discretionary investment advisory and asset management services to individuals, families, high-net-worth clients, trusts, charitable organizations, and other institutions, focusing on value-oriented equity strategies and managing a private pooled microcap fund.

Montague Guild, Jr. is a financial advisor at Guild Investment Management, Inc. with 28 years of industry experience. He has been with the firm since 1978. Guild Investment Management serves individual investors, personal trusts, pension plans, and other institutional clients by providing discretionary portfolio management and financial planning services. The firm uses a combined top-down macro analysis and bottom-up security selection approach, actively adjusting exposures and employing derivatives and crypto-related exchange-traded products as part of its management strategy.

Njideka Obijiaku is a financial advisor with Shifting the Culture Wealth Partners LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at Centric Capital Advisors, AFlac, Akokwa American Development Association, Primerica Advisors, and Pfs Investments Inc. Although currently a licensed insurance agent, she does not sell insurance products. Shifting the Culture Wealth Partners LLC is a fee-only advisory firm serving individual clients with financial planning and portfolio management services. The firm emphasizes passive investment management using index mutual funds and ETFs, while also incorporating fundamental and technical analysis, and offers a range of engagement options including hourly consultations and ongoing planning.

Paul Cohen is a financial advisor at Marest Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including ChangePath, LLC and Partnervest Advisory Services, LLC. Outside of his financial advisory work, Cohen is president of TWC Sports Management, a company representing professional athletes. Marest Capital, LLC serves individual and high-net-worth clients by providing discretionary portfolio management and referrals to third-party money managers. The firm combines asset allocation with fundamental and sector analysis and manages approximately $240 million for 67 clients.