Michelle Gruber is a financial advisor at Alteri Wealth with 23 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and Bank of America, N.A. Gruber is also involved in client acquisition, investment management, and relationship management roles at both Alteri Wealth and Purshe Kaplan Sterling Investments. Alteri Wealth provides discretionary and non-discretionary investment management and financial planning services to affluent individuals, families, and institutional clients, including business owners, athletes, physicians, entrepreneurs, and entertainment industry executives. The firm employs a fundamental, long-term investment approach and manages approximately $566 million in assets.

Jon Rehurek is a CFP® certificant with 14 years of experience in the financial services industry. He has been with Alliance Advisory & Securities, LLC since 2015. Alliance Advisory & Securities, LLC provides investment management and financial planning primarily to individual clients, including high-net-worth individuals, as well as trusts, pension plans, charitable organizations, and other pooled vehicles. The firm’s investment process uses diversified model allocations and modern portfolio theory, offering both discretionary and non-discretionary portfolio services across various model groups and individual-security strategies.

Michael Sanchez is a financial advisor with Integrity Financial Corporation in Malibu, CA, holding Series 65 and Series 63 licenses and bringing 37 years of industry experience. His prior roles include positions at Lido Advisors, LLC and Banyan Tree Securities, LLC. He serves as a director and corporate secretary for the Father Bill Moore Foundation for the Arts, a nonprofit supporting artists and community arts programs. Integrity Financial Corporation serves individuals, families, family offices, business owners, corporate retirement plans, and charitable organizations by providing investment and wealth management, financial and legacy planning, and consulting services. The firm uses a Modern Portfolio Theory framework with a mix of indexed and actively managed funds, and it offers access to alternative strategies and private funds for qualified clients.

Gorge Salcedo is a financial advisor at Tamar Securities, LLC with two years of industry experience. He holds a Series 65 designation and previously worked for seven years at Candu Plumbing & Rooter. Outside of his advisory role, he owns and operates a private fitness gym. Tamar Securities provides discretionary portfolio management, financial planning, and consulting services to a diverse client base, managing approximately $1.52 billion in assets through a multi-advisor team of 17.

Nick Garris is a financial advisor at TriaGen Wealth Management LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2008 to 2020 before joining TriaGen in 2020. TriaGen Wealth Management is a registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored, suitability-based investment process and utilizes a range of strategies and instruments, including third-party money managers, model portfolios, and options trading, while integrating operational AI tools for client service and back-office functions.

Jeffrey Garagliano is a financial advisor at Alliance Advisory & Securities, LLC with 27 years of industry experience. He holds the Series 66 designation and has been with the firm since 1998. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individuals, including high-net-worth clients, as well as trusts, pension plans, and charitable organizations. The firm employs diversified model allocations based on modern portfolio theory, offering both discretionary and non-discretionary portfolio management alongside financial planning and held-away account services.

Kristina Zimmerman is a financial advisor at Lazari Capital Management, Inc. with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Lyndhurst Securities, Kovack Securities, and LPL Financial. Outside of her advisory role, she is president of Glasswing Consulting, Inc., a company providing business, operational, and compliance support to broker/dealers, RIAs, and fund companies. Lazari Capital Management offers portfolio management, financial and estate planning, and pension consulting to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and a private fund. The firm employs a diverse investment approach that includes fundamental, technical, cyclical, and quantitative analysis and manages accounts with regular monitoring and reviews.

Javier Orozco is a financial advisor with Tamar Securities, LLC, holding Series 63 and Series 66 credentials and over 30 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Morgan Stanley, TD Ameritrade, and Scottrade, among others. Tamar Securities, LLC advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector and quantitative analysis alongside bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Andrew Miller is a financial advisor at FMB Wealth Management with nine years of industry experience. He holds a Series 65 license and has worked at FMB Wealth Management since 2016, with additional roles at FMB Retirement Services and Indivisible Partners LLC. FMB Wealth Management is an SEC-registered, team-based RIA serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm takes a long-term, diversified asset-allocation approach focused on integrated wealth management services, utilizing passively managed index funds and ETFs with an emphasis on tax-aware indexing and periodic rebalancing.

Diane Upson is a financial advisor with Financial Coaching Partners LLC, holding a Series 65 designation and bringing 14 years of industry experience. She has been with Financial Coaching Partners since 2011. Outside of her advisory role, she is a licensed notary public in California. Financial Coaching Partners primarily serves individual clients, providing financial planning, bookkeeping, and ongoing financial management while referring investment implementation to third-party registered investment advisers. The firm operates on a fee-for-service basis and emphasizes Modern Portfolio Theory in its investment approach, focusing on fiduciary responsibility and tailored financial plans without direct portfolio management.

Nicholas Wolf is a CFP® with nine years of industry experience, currently affiliated with Forefront Wealth Partners. His prior roles include positions at Morgan Stanley, KeyBank, and Manhattan West Asset Management. Outside of finance, he is involved in pet services, specifically dog walking and boarding. Forefront Wealth Partners is a registered investment adviser that provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and businesses. The firm offers customized investment policies and estate-planning coordination, with additional services including tax, insurance, and retirement-plan support.

Mark Benavides is a financial advisor at Tamar Securities, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pfs Investments Inc. and Primerica Financial Services. Tamar Securities advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

David Trejo is a financial advisor at Total Wealth Services, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TD Ameritrade, Scottrade, and Real Talk Capital. Outside of finance, he is a minority owner and executive producer at Viscape Arts, LLC. Total Wealth Services, LLC provides financial planning, consulting, and discretionary wealth and portfolio management to individual investors, trusts, estates, and charitable organizations. The firm employs a manager- and style-agnostic approach, allocating assets across independent subadvisors and diversified investments tailored to client-specific circumstances.

Carole Upson is a financial advisor with Financial Coaching Partners LLC in Somis, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Financial Coaching Partners since 2009. Outside of her advisory role, she refers clients to attorneys for trust document preparation and works as an independent life insurance agent. Financial Coaching Partners primarily serves individual clients by providing financial planning, bookkeeping, and ongoing financial management while referring investment implementation to third-party registered investment advisers. The firm follows a fiduciary, fee-for-service model grounded in Modern Portfolio Theory and focuses on tailored financial plans without direct portfolio management.

Andrew Scott is a financial advisor at Tamar Securities, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Ameritas Advisory Services, Ameritas Investment Company, and Capstone Financial Group. Outside of his advisory work, he is active as a Tasker on TaskRabbit. Tamar Securities, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and various institutional entities. The firm manages approximately $1.52 billion in assets and serves over 4,000 clients through a multi-advisor team, utilizing proprietary model programs that combine global value and sector analysis with qualitative and quantitative screening.

Lori Day is a financial advisor at Integrity Financial Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Blue Ocean Capital Management, Virtue Capital Management, and Horter Investment Management. Lori is also the owner of Day Street Financial & Insurance Services, where she sells insurance annuities and Medicare Advantage plans. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing portfolio management through third-party managers along with financial consulting and retirement advice. The firm emphasizes active, discretionary management using model portfolios and affiliated third-party managers, offering ongoing monitoring and performance reporting.

Lawrence Konis is a financial advisor at Mapleton Capital Management, LLC with 27 years of industry experience. He has been with Mapleton since 1999 and also maintains a role at Ocean Park Capital Management, LLC where he has worked since 1997. Mapleton Capital Management provides discretionary portfolio management to high-net-worth individuals, family offices, and trusts, and serves as adviser to several privately offered pooled investment funds. The firm employs a fundamental research-based investment process that includes active trading strategies such as short positions, options, and opportunistic use of leverage.

Laura Navarro is a CFP® with 24 years of industry experience and has been with Manchester Financial Inc since 2015. She holds the Series 66 designation and also works as an independent licensed insurance agent specializing in life, health, and variable insurance products. Manchester Financial is a team of 11 advisors providing portfolio management, financial planning, and 1031 exchange consulting to a range of clients including individuals, high-net-worth clients, and organizations. The firm employs individualized asset-allocation strategies and manages accounts primarily on a discretionary basis using model allocations, combining long-term diversification with occasional short-term trading.

Amit Stavinsky is a financial advisor with Tamar Securities, LLC in Woodland Hills, CA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Pursche Kaplan Sterling and Tamar Securities since 2010. Outside of his advisory role, he serves as president of Brighton Advisory Group, where he reviews estate assets, wills, trusts, and insurance needs. Tamar Securities, LLC advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector and “Super Cycle” analysis with bottom-up security selection and quantitative screening, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Matthew Mullaly is a financial advisor with Alteri Wealth holding Series 63 and Series 65 licenses and 44 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. He is based in Westlake Village, CA. Alteri Wealth provides discretionary and non-discretionary investment management and financial planning to affluent individuals and families as well as institutional clients, including business owners, athletes, physicians, entrepreneurs, and entertainment industry executives. The firm uses a primarily fundamental analysis approach with a long-term investment orientation, managing a diverse range of asset classes and offering retirement plan advisory and estate-planning facilitation.