Harold Nachtrieb is a CFA® charterholder with seven years of industry experience. He is the principal of ConvexBeta Investments, LLC, where he has worked since 2021. Prior to that, he held roles at Xebec Investment Advisors and KEY BANK. ConvexBeta Investments is an independent investment manager serving retail investors, trusts, IRAs, and small business accounts with discretionary management of equity, fixed income, and blended portfolios. The firm employs tax-efficient, active portfolio management using customized Investment Policy Statements and quantitative risk-balancing tools.

Darin Bemis is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Lederer & Associates Investment Counsel since 2000. He holds the Series 63 designation and is based in Long Beach, CA. Lederer & Associates provides discretionary investment supervisory services to individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. The firm manages concentrated equity and fixed-income portfolios using growth-at-a-reasonable-price and equity income strategies, with active fixed-income positioning and monthly investment committee reviews.

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.

Steven Medland is a CFP® with 21 years of industry experience and has been with TABR Capital Management, LLC since 2003. He holds the Series 66 designation and is based in Orange, California. TABR Capital Management provides discretionary investment management, wealth management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a technical analysis-driven investment approach that incorporates trend-following models and relative-strength screening to tailor asset allocations and manage risk across market cycles.

Kelsey Wilson is a CFP® professional with 10 years of experience in financial advisory services. He is currently with BlackLines Financial and has prior experience at Innovation Partners LLC and Northwestern Mutual Investment Services LLC. In addition to his advisory role, Kelsey is licensed as an insurance agent, selling life insurance, disability, long-term care, and annuities products. BlackLines Financial serves individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, retirement and pension plan services, and comprehensive financial planning. The firm employs client-specific investment policies and combines various analytical approaches while providing cash management and tax preparation support.

David Swift is a financial advisor at Second 50 Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Signature Estate & Investment Advisors, Royal Alliance Associates, and Ashton Thomas Private Wealth. He is also a licensed insurance agent operating his own insurance sales and service business. Second 50 Financial provides tailored investment advice and financial planning to individuals, high-net-worth clients, and various business entities. The firm manages discretionary portfolios using diversified investments and employs a process combining fundamental analysis, asset allocation, and manager due diligence.

George Johnson is a CFP® professional with 21 years of industry experience. He is a principal at Alessandra Capital Management, LLC and has held roles at LPL Financial LLC, Cetera Advisors LLC, and First Allied Advisory Services, Inc. He also manages George Johnson Management Inc., a separate business entity. Alessandra Capital Management, LLC provides discretionary portfolio management, wrap-fee portfolio options, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm customizes advice based on client goals and risk tolerance, employs various analytical methods and tactical strategies, and offers both wrap and non-wrap account structures.

Stephen Kiernan is a CFP® with 39 years of industry experience and has been with Anchor Financial Group since 1988. He previously worked at NPB Financial Group, LLC from 2012 to 2017. Kiernan holds a California life and health insurance license and is involved in insurance sales on a limited basis. Anchor Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, small businesses, and retirement plans. The firm combines passive index and ETF exposure with selective active funds and alternative investments, managing roughly $96 million in discretionary assets for a range of clients.

Terri Grassi is a financial advisor at RAI Wealth Management with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Munson, Cronick & Associates, LLP Certified Public Accountants and operated her own CPA practice. RAI Wealth Management serves individuals, high-net-worth clients, trusts and estates, employer-sponsored retirement plans, and charitable organizations. The firm focuses on discretionary investment management primarily through mutual funds and ETFs, emphasizing asset allocation, long-term total-return strategies, and tailored risk profiles.

Thomas O'Connell is a financial advisor at HG Wealth Partners LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Hilltop Securities, Western International Securities, and currently with both Horton Group Inc. and Carnegie Wealth Management LLC. Outside of his advisory role, he is a limited partner in McConnell's Fine Ice Cream, an ice cream shop in Pacific Palisades, CA. HG Wealth Partners LLC provides discretionary portfolio management and hourly financial planning to individuals, families, trusts, and select institutional clients. The firm tailors portfolios based on fundamental analysis and client objectives, operating with discretionary authority while monitoring third-party managers and directing clients to independent custodians.

Patrick Jarrell is a financial advisor at NorthWoods Financial Partners LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Bank of America. Jarrell is also involved with Emerson Equity LLC as a registered representative in brokerage services. NorthWoods Financial Partners LLC is a small advisory firm serving individual clients with discretionary and non-discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm uses a variety of investment analyses and strategies tailored to each client's goals, managing accounts with quarterly reviews.

Renee Cohen is a CFP® with 10 years of industry experience, currently serving as a financial advisor at BlackLines Financial. She previously worked at Northwestern Mutual in various roles from 2015 to 2024. Outside of her advisory work, Renee is also licensed as an insurance agent and sells life insurance, disability, long-term care, and annuity products. BlackLines Financial serves individual and high-net-worth clients, as well as business entities, providing discretionary portfolio management, retirement and pension plan services, and financial planning. The firm employs client-specific investment policies with long-term strategies and incorporates insurance products and third-party arrangements within its advisory services.

I Jung Hsiao is a financial advisor at Halcyon Investment Advisor with a Series 65 credential and four years of industry experience. His previous roles include positions at Alpha Helix Asset Management Company Limited and Nanshan Life Insurance Company. Halcyon Investment Advisor offers fee-only investment advisory and financial planning services to a range of clients, including individuals, families, trusts, and pension plans, with specialized family office services for high-net-worth families. The firm employs a globally oriented investment approach combining fundamental, cyclical, and quantitative analysis with diversified asset allocation and multi-dimensional risk management.

Steven Le is a financial advisor at SVL Investment Management with 39 years at the firm and 20 years of industry experience. He also worked at California State University for 38 years. Outside of his advisory role, he owns and manages a property management company. SVL Investment Management is a boutique, research-oriented money manager serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment process with strategic asset allocation and a proprietary valuation model.

Scott Leonard is a CFP® with 29 years of experience in the financial services industry. He has been with Navigoe, LLC since 2013, where he serves as one of two advisors. Navigoe, LLC is a fee-only wealth management firm that serves high-net-worth individuals, business owners, and retirement plans. The firm manages approximately $341.8 million for about 157 clients, offering comprehensive financial planning, discretionary investment management, 401(k) plan consulting, and trust representative services. Navigoe’s investment approach focuses on strategic asset allocation using mutual funds and ETFs, with ongoing supervision and rebalancing under discretionary authority.

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.

Randall Rubin is a financial advisor at Decca Private Wealth Management, Inc. with 13 years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Barnes & Company Investment Counsel, LLC and Britehorn Securities. Rubin is also involved with Umergence LLC, an investment-related business he dedicates a significant portion of his time to. Decca Private Wealth Management serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, retirement plan services, and managed “held-away” accounts. The firm employs conventional portfolio-construction techniques and may use independent sub-advisors, combining personalized client management with strategies such as options and margin where appropriate.

Antoine Souma is a financial advisor with Galliott Capital Advisors, LLC, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Insigneo Advisory Services before joining Galliott Capital Advisors in 2021. Outside of his advisory work, he serves on the board of the Lebanese American Foundation and acts as treasurer and resource facilitator for a Los Angeles Sheriff's Department support organization. Galliott Capital Advisors is a boutique family-office and investment advisory firm serving high- and ultra-high-net-worth individuals, families, businesses, institutions, and retirement plan sponsors. The firm offers asset management, financial planning, multi-family office services, and consulting, utilizing a diverse range of investments and overseeing third-party managers and private placements.

Glen Park is a CFP® professional with over 32 years of experience in the financial services industry. He has been with Park Capital Group, Inc. since 2012 and has also worked with LPL Financial, LLC since 2010. In addition to his advisory work, Park is a licensed real estate agent and serves as Secretary of the nonprofit organization American Dream Builders. Park Capital Group, Inc. serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans with services such as discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses firm-developed model portfolios and a variety of analytical methods to tailor investment strategies, and it emphasizes participant education and seminars for plan participants.

Howard Borris is a ChFC® credentialed financial advisor with 39 years of industry experience. He has been associated with Greenbrier Diversified, Inc. since 1986. Borris is based in Beverly Hills, CA, and operates through Borris Nii & Company. Borris Nii & Company provides business and family wealth management and investment management services to high-net-worth individuals, trusts, estates, and small businesses, including many clients in the entertainment industry. The firm offers a family office–style service that includes portfolio oversight, bookkeeping, tax preparation, and audit defense, acting as an outsourced family office and intermediary coordinating third-party providers while implementing asset-allocation strategies primarily through mutual funds, ETFs, and sub-managers.