Jack Gelnak is a financial advisor at Premier Wealth Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Premier Wealth Advisors since 2007. In addition to his advisory role, he is licensed to sell insurance products and mortgage and real estate products through affiliated firms. Premier Wealth Advisors provides investment advisory and portfolio management services primarily through a manager-of-managers approach, serving individuals, trusts, pension, and institutional clients. The firm focuses on selecting and monitoring third-party registered investment advisers and involves clients directly in decisions related to asset management.

Damion Smith is a financial advisor at Great Gable Wealth Management, LLC with 30 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Smith holds Series 63 and Series 65 licenses. Great Gable Wealth Management provides discretionary portfolio management and financial planning services 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 allocations, using value-based analysis and competitive advantage assessments.

Shufan Cao is a CFP® certificant with 16 years of industry experience, currently serving as an advisor at Silver Oak Wealth Advisors Services, LLC since 2018. Prior to this, Cao worked at Silver Oak Wealth Advisors, LLC from 2005 to 2017. The firm serves individuals, family trusts, charitable organizations, and businesses by providing integrated wealth management, financial planning, transition planning, and discretionary investment management. Silver Oak Wealth Advisors Services employs a holistic “Family CFO” model that combines investment planning with tax, estate, cashflow, and risk management, using both passive and active strategies alongside third-party managers and consultants.

Mitchell Hesen is a financial advisor at Hesen & Haslam with over 44 years of industry experience. He holds the CFP® and ChFC® designations and has been with Hesen & Haslam since 2017, also maintaining a relationship with LPL Financial since 2014. Hesen & Haslam provides investment advisory and planning services primarily to individuals, including high-net-worth clients, as well as trusts, employer retirement plans, and business entities. The firm emphasizes individualized portfolio management with a retirement-income focus, combining a disciplined fixed-income process with access to various model and manager programs.

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.

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 Series 65-licensed financial advisor at Pacific Sun Financial Corp with three years of industry experience. Prior to joining the firm, he worked at Aqua Blue Pool and Spa, Inc. from 2016 to 2020. Pacific Sun Financial Corp provides discretionary portfolio management and a firm-sponsored wrap fee program serving individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm manages approximately $290 million through three licensed advisers, offering portfolios including stocks, bonds, mutual funds, ETFs, options, and private securities, with all accounts managed in-house and tailored to client objectives.

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.

Ravi Davis is a CFP® with 12 years of industry experience, currently serving at Hippocratic Financial Advisors in Westlake Village, CA. He previously worked at Advanced Practice Advisors for three years and has been involved with Hippocratic Insurance Services since 2014 as a partner, handling client property and casualty, disability, and fixed life insurance. He also owns a consulting firm specializing in computer and information technology. Hippocratic Financial Advisors provides fee-only wealth management and comprehensive financial planning to individual and high-net-worth clients. The firm emphasizes a long-term, goals-based investment approach with customized portfolios and offers a proprietary student-loan analysis and management service.

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.

Jens Spitta is a financial advisor at QCA Capital Management Inc in Los Angeles, CA, with 55 years of industry experience. He has been with Quincy Cass Associates, Incorporated since 1970. QCA Capital Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an actively managed, generally long-term investment approach with tailored portfolios constructed from a range of securities and alternative 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.