Efren Bolisay is a financial advisor at Sitrin Capital Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sitrin Capital since 2016. The firm serves individuals, high-net-worth clients, trusts, pension plans, and corporate entities, managing approximately $351 million across about 236 client relationships. Sitrin employs a top-down investment process that emphasizes fundamental, technical, and cyclical analysis, with portfolios primarily composed of individual equities and selective use of fixed income and ETFs.

Robert Cooke is a financial advisor at Broxton Capital Advisors with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Hudson Cooper Asset Management and Broxton Capital Advisors. Outside of his advisory role, he is involved with San Juan Incubators, which assists development-stage companies. Broxton Capital Advisors serves individuals, corporations, trusts, independent managers, other advisors, and institutions, offering portfolio management through direct and co-advisory arrangements. The firm employs a blend of fundamental and technical analysis combined with proprietary models across a diverse range of strategies, including income-focused management and shorter-term trading.

Evan Shorten is a CFP® professional with 26 years of industry experience, currently serving at Paragon Financial Partners since 2011. He has prior experience with JVIF, LLC and operates A Very Shorten Production, a marketing and public relations consulting firm. Outside of advisory work, he is involved in independent insurance sales. Paragon Financial Partners serves individuals, high-net-worth clients, estates, trusts, and corporations, offering wealth management, portfolio management, financial planning, and occasional trustee services. The firm employs a primarily long-term investment approach based on fundamental analysis and is notable for its use of margin and options in separately managed accounts.

Joseph Cacia is a financial advisor with Collar Capital Management, LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked with Collar Capital Management since 2009 and is also affiliated with Roshelen, Inc. as an investment advisor representative. Collar Capital Management provides asset management, pension consulting, and non-discretionary investment administration services to individual and high-net-worth clients. The firm uses a combination of technical, fundamental, and cyclical analysis and incorporates digital assets and option strategies in portfolio management.

Craig Farkas is a CFP® professional with over 27 years of experience at Harold Davidson & Associates, Inc. based in Los Angeles, CA. He has been with the firm since 1999 and continues to serve as an advisor there. Harold Davidson & Associates provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and businesses. The firm manages approximately $390.5 million across about 237 client relationships with a small advisory team, offering individualized portfolio management, planning services, and advice on employer retirement plans and private pooled vehicles.

Robert Hearn III is a financial advisor at Pacific Sun Financial Corp in Los Angeles, holding a Series 65 designation with three years of industry experience. Prior to his advisory role, he worked at Aqua Blue Pool and Spa, Inc. for four years. Pacific Sun Financial Corp provides discretionary portfolio management and investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages client accounts internally and offers tailored strategies using a variety of investment vehicles, emphasizing direct client contact and ongoing portfolio monitoring.

Ardem Kiledjian is a financial advisor at OwlSense Wealth & Legacy Advisors LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Providence Christian College for eleven years. Outside of his advisory role, he serves as the director of development for Salem Christian Homes, a nonprofit providing group homes for developmentally disabled individuals, where he focuses on fundraising and marketing. OwlSense Wealth & Legacy Advisors serves individuals, including high-net-worth clients, pension plans, charitable organizations, and business entities by providing non-discretionary portfolio management, financial planning, and pension consulting. The firm emphasizes documented client goals and tolerance, conducts quarterly reviews, and employs a range of analysis techniques while generally investing in mutual funds, ETFs, fixed income, REITs, private placements, and insurance products.

Jose Tejada Jr. is a financial advisor at Ratio Capital with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MUFG Union Bank and Unionbanc Investment Services. In addition to his advisory role, he serves as Vice President of Mortgage Lending at Guaranteed Rate and works as a mortgage and lending consultant for The Countermove, Inc. Ratio Capital is a state-registered investment adviser that provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as charitable organizations. The firm integrates general financial planning services and employs a model portfolio approach with oversight of Sub-Advisers to manage client assets.

Ivan Illan is a financial advisor at Aligne Wealth Advisors Investment Management (AWAIM) in Los Angeles, CA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC, MML Investors Services, and Mass Mutual Financial. Illan is also a licensed insurance agent selling long-term care, disability, life, fixed annuities, and health insurance products. Aligne Wealth Advisors Investment Management manages approximately $224 million for around 200 clients, including individuals, trusts, business entities, charitable organizations, and retirement plans. The firm employs discretionary investment management through four model portfolios, guided by proprietary global macroeconomic research, and emphasizes a long-term investment approach.

Douglas Lagerstrom is a financial advisor with Private Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has worked at Kovack Securities, Inc. since 2008 and has been with Private Wealth Solutions since 2017. Outside of his advisory role, he serves as president of a fixed insurance business. Private Wealth Solutions serves individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses with asset management, financial planning, and retirement plan consulting. The firm offers a range of discretionary and non-discretionary portfolio management services and integrates commissionable securities and insurance product sales alongside advisory services.

Alex Lanzkowsky is a financial advisor at Davidson Kahn Capital Management, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management and Las Vegas Sands Corporation. Outside of his advisory role, he serves as CFO of Centennial Medical Group in Las Vegas, NV. Davidson Kahn Capital Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as corporate and foundation clients. The firm employs a combination of fundamental and quantitative analysis with a long-term investment orientation and manages client assets in-house.

Sam Namiri is a financial advisor at Ridgewood Investments with seven years of industry experience. He holds a Series 65 designation and has worked at Ridgewood Investments since 2018, following five years at Grand Slam Asset Management and a brief period as self-employed. Ridgewood Investments provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, foundations, pension plans, and business entities. The firm employs fundamental analysis and model-level portfolio construction with a long-term investment horizon, offering both traditional and private pooled investment vehicles.

Jessica Rosenberg is a financial advisor at JDM Financial Group LLC with 12 years of industry experience. She holds a Series 65 designation and has been with JDM Financial Group since 2015. In addition to her advisory role, she works as an insurance agent through various insurance agencies. JDM Financial Group primarily serves high-net-worth individuals and corporations, offering discretionary portfolio management, financial planning, and consulting services. The firm utilizes an asset-allocation approach favoring mutual funds and ETFs, incorporating fundamental analysis and behavioral finance, and provides both wrap-fee and non-wrap advisory services.

Jacques Soenens is a financial advisor with Great Gable Wealth Management, LLC, holding a Series 65 designation and 23 years of industry experience. He has served as Managing Partner and Chief Investment Officer at Great Gable Partners, LP since 2004, where he leads the firm's alternative investment strategy. Great Gable Advisors provides discretionary portfolio management and integrated financial planning to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm manages balanced portfolios focused on capital appreciation through equity and fixed-income investments, emphasizing equity selection based on free cash flow analysis, value metrics, and competitive advantage assessments.

Ryan Sitrin is a financial advisor with Sitrin Capital Management, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Sitrin Capital Management since 2016, working within 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 uses a top-down investment approach focused on the S&P 500 to identify leading sectors and select individual equities, combining fundamental, technical, and cyclical analysis in its decision-making.

Azelia Betancourt is a financial advisor at Galliott Capital Advisors, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2016 to 2020. Betancourt is also affiliated with Insigneo Advisory Services, where she engages in portfolio creation and asset allocation. Galliott Capital Advisors is a family-office and investment advisory boutique serving high- and ultra-high-net-worth individuals, families, businesses, institutional clients, and retirement plan sponsors. The firm offers asset and portfolio management, financial planning, multi-family office services, and consulting, using a range of investment types including equities, fixed income, ETFs, options, and alternatives.

Peter Finkel is a CFA® charterholder and holds a Series 63 license, with six years of industry experience. He has been with Eliot Finkel Investment Counsel, LLC since 2003. Eliot Finkel Investment Counsel, LLC provides discretionary portfolio management for individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-oriented, income-focused investment approach emphasizing fundamental research and economic analysis, and it uses borrowing within separately managed accounts, a practice uncommon among peers.

Kumbirai Mtunga is a financial advisor at Private Wealth Solutions, LLC with 19 years of industry experience and holds a Series 66 designation. He previously spent 10 years at Stevens Foster Financial Advisors before joining his current firm. Private Wealth Solutions serves individuals, trusts, pension and profit-sharing plans, and corporate clients by providing asset management, financial planning, and retirement plan consulting. The firm emphasizes tailored, non-discretionary portfolio management and delivers planning work within defined engagements.

Jonas Lee is a financial advisor at Aligne Wealth Advisors Investment Management with 41 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC and MML Investors Services, Inc. He is also a licensed insurance agent specializing in non-variable insurance products such as life, disability, and long-term care insurance. Aligne Wealth Advisors Investment Management manages approximately $224 million for about 200 clients, including individuals, trusts, business entities, and charitable organizations. The firm employs a discretionary investment approach based on proprietary global macroeconomic research and offers financial planning and pension consulting services.

Darrell Warner II is a financial advisor at Qmulate with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at BlueRock Capital Advisors and Clearstone Insurance Services. Qmulate serves individual and high-net-worth clients, small businesses, and retirement plan sponsors by offering financial planning, coaching, investment consultation, and portfolio management. The firm emphasizes a diversified, buy-and-hold investment approach and provides mostly non-discretionary portfolio management with written investment guidelines and client approval required for trades.