Madeline Darcy is a financial advisor at Bennett Selby Investments, L.P. with a Series 65 credential and one year of industry experience. Prior to joining Bennett Selby Investments, she worked at CA iBank, Kaya Ventures, CircleUp Growth Partners, Victress Capital, Harvard University, and Oliver Wyman. She serves as a venture specialist for CA iBank, evaluating venture capital fund investments and direct investments as part of the SSBCI program. Bennett Selby Investments provides discretionary portfolio management for individual and high-net-worth clients, as well as pension consulting and ERISA Section 3(38) fiduciary services for qualified retirement plans. The firm employs a long-term, value-oriented investment approach with concentrated equity holdings and selective use of options strategies within separately managed accounts.

Richard Hunter is a financial advisor at Trinity Asset Management Co. in Los Angeles, CA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Trinity Asset Management Co. since 2006. Trinity Asset Management Corporation provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm uses a combination of fundamental, technical, quantitative, cyclical, and qualitative analysis along with a mix of passive and active investment strategies tailored to client objectives.

Andrew Hass is a financial advisor at RF&L Wealth Management, LLC with 10 years of industry experience. He has been with RF&L Wealth Management since 2015 and holds a Series 65 credential. Outside of his advisory role, he is a partner in BREAKING EIGHTY, LLC, an investment-related business formed in 2010. RF&L Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm’s approach emphasizes diversified, passively managed or evidence-based mutual funds and ETFs, utilizing quantitative tools and third-party solutions to support portfolio management and financial planning.

Richard Villosis is a financial advisor at Carnegie Wealth Management LLC with 13 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Carnegie Wealth Management, Villosis worked for Western International Securities, Inc. for seven years and has been employed at Marathon Petroleum Corporation since 2005 as a process specialist. Carnegie Wealth Management is a state-registered advisory firm serving individual and high-net-worth clients with tailored asset and portfolio management services. The firm manages primarily non-discretionary accounts, employing a combination of fundamental, technical, quantitative, and sector analyses across various asset-allocation strategies.

Andrea Spatz is a CFP® with 33 years of industry experience, currently serving at Lewis M. Wallensky Associates in Los Angeles, CA. She has worked with LPL Financial since 2017 and was previously with National Planning Corp from 2000 to 2017. Outside her advisory role, she is involved with the LPL business entity Wallensky Spatz & Associates. Lewis M. Wallensky Associates provides financial planning and consulting services to individual clients, focusing on comprehensive written plans and targeted advice across retirement, estate, tax, insurance, and cash-flow topics. The firm emphasizes a consultative process and oversight of third-party money managers rather than direct portfolio management.

Stuart Sneddon is a CFA® charterholder with 28 years of industry experience. He has been with Newbury Capital Management, LLC since 2009, where he is part of a four-advisor team. The firm provides investment advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. Newbury Capital Management manages approximately $144 million across about 399 client relationships, offering discretionary and non-discretionary asset management with a range of investment strategies including fundamental, technical, and quantitative analysis.

Katherine Wimmer is a financial advisor at Wimmer Associates LLC in Pasadena, CA, holding the CIC, Series 63, and Series 65 designations with 23 years of industry experience. She has been with Wimmer Associates since 2003. Wimmer Associates provides investment supervisory and management services to individuals, trusts, estates, and family groups, focusing on tailored portfolio recommendations primarily involving stocks, bonds, mutual funds, and ETFs. The firm emphasizes fundamental analysis and maintains formal policies on advisory qualifications, trade allocations, proxy voting, and personal trading controls.

Patrick Kinney is a financial advisor at Evolve Wealth Advisors LP with 22 years of industry experience. He holds the Series 66 designation and has been involved with various Evolve entities since 2021. Prior to that, he worked at EP Wealth Advisors from 2016 to 2021. Evolve Wealth Advisors, LP provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and corporate clients. The firm is notable for its cross-border planning expertise and consulting services to other registered investment advisers, employing a range of investment strategies including fundamental analysis, modern portfolio theory, and options strategies.

John Silvers is a financial advisor at AlphaNext, LLC with six years of industry experience. He holds the Series 63 designation and has been with AlphaNext since 2019. In addition to his advisory role, he is self-employed as an insurance agent, primarily selling fixed indexed annuities, whole life, and health insurance. AlphaNext serves individual and high net worth clients, trusts, estates, and charitable organizations by providing asset management, financial planning, and consulting services. The firm employs a diversified investment approach that includes alternative investments, private equity, and complex instruments alongside traditional securities, managing approximately $63.4 million in discretionary assets.

Marcus Sitrin is a financial advisor at Sitrin Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sitrin Capital Management since 2016. The firm is a six-advisor team based in Century City, CA. Sitrin Capital Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a top-down investment process focused on the S&P 500, combining fundamental, technical, and cyclical analysis to build portfolios primarily from individual equities, with fixed income and ETFs used selectively.

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.

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.

Gary Pia is a CFP® professional with 38 years of industry experience. He has been with Mission Street Wealth Planning since 1986 and previously worked for the City of South Pasadena from 2012 to 2022. Mission Street Wealth Planning advises individuals, families, small business owners, health care professionals, qualified retirement plans, and nonprofit or corporate investment committees. The firm provides comprehensive and limited-scope financial planning and portfolio management, emphasizing a non-discretionary, research-based investment approach focused on diversified asset-class exposure and long-term investor behavior.

Sarah Gatens is a financial advisor with Gatens Financial, LLC in Los Angeles, CA. She holds the Series 65 designation and has been with Gatens Financial since 2024. Prior to her advisory role, she worked in various positions across multiple industries, including a role at Oomph Sweets in 2024 and Wondery Outdoors in 2023–2024. Gatens Financial is a small SEC-registered advisory firm managing approximately $27.8 million for around 20 clients, including high-net-worth individuals, trusts, estates, and corporations. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services, employing a variety of analytical methods and investment strategies tailored to client goals and risk tolerance.

Maya Pocker is a financial advisor at Scout Wealth Advisors LLC in Pasadena, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Scout Financial, Inc., she worked at Tzohar LaTohar and the Ministry of Education in Israel. Scout Wealth Advisors provides asset management, comprehensive portfolio management, financial planning, and retirement plan consulting to individuals, trusts, retirement plans, and business clients. The firm uses a fiduciary approach focused on long-term positioning with fundamental and technical analysis, utilizing ETFs, equities, and mutual funds, and offers both discretionary management and standalone consulting services.

Richard Miller is a financial advisor at CSI Wealth Management with 13 years of industry experience. He previously worked at Creativeone Wealth, LLC for four years and has served as president of California Senior Information, Inc., an educational resource provider for seniors, since 2002. Miller holds Series 63 and Series 65 licenses and a California life and disability insurance license. CSI Wealth Management provides discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm’s investment approach is based on modern portfolio theory and long-term trading, with personalized investment policies and quarterly portfolio reviews.

Michael Stewart II is a financial advisor at Yarash Global Solutions Inc. with 19 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Stewart also owns Yarash Global Consulting LLC, a consulting firm providing non-investment-related business services. Yarash Global Solutions Inc. serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm offers comprehensive portfolio management and business consulting, applying a range of analytical methods to manage diversified investment strategies and addressing real estate and business value-creation needs.

Christopher Mastro is a CFP® professional with four years of industry experience. He is a principal at Impact Fiduciary LLC, where he has worked since 2020, and previously spent five years with Mirmir LLC. Outside of financial advising, he owns Wellness BioDental, an activity occupying less than 10% of his time. Impact Fiduciary LLC provides discretionary portfolio management and comprehensive wealth management primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm emphasizes client-specific investment policies with a focus on passive management through ETFs and index funds, incorporating socially responsible investing screens and offering bundled financial planning and tax-related services.

Philip Demuth is a financial advisor at Conservative Wealth Management LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Conservative Wealth Management since 2003. In addition to his advisory work, Mr. Demuth is a writer, dedicating about a quarter of his workweek to this activity. Conservative Wealth Management provides tailored asset management and ongoing account supervision to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs quantitative analysis, including Monte Carlo simulations, to inform investment decisions and manages diversified portfolios with a focus on academic factor exposures and liquid alternatives.