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.

Robert Gillard is a CFP® professional with 27 years of experience in the financial services industry. He has worked at California Financial Partners, Inc. since 2014 and holds licenses including Series 63 and Series 65. He also serves as a notary public outside of his advisory role. California Financial Partners, Inc. provides financial planning and consulting services to individuals, business entities, and pension or profit-sharing plans, primarily on an hourly or fixed-fee basis. The firm uses fundamental analysis and third-party sources for investment analysis and maintains a referral relationship with an accounting firm.

Uziel Gomez is a CFP® professional with three years of industry experience, currently serving at Avise Financial. His work history includes roles at Equalis Financial, US-LATAM Tax Group, International Private Wealth Advisors LLC, and Ballast Point Financial Planning. He also volunteered with California State University's Volunteer Income Tax Assistance program and worked in the Cinema & Television Department at the university. Avise Financial serves a diverse client base, including high net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management alongside comprehensive financial planning, pension consulting, tax preparation, and educational seminars, employing a range of analytical methods and maintaining broad third-party manager relationships.

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.

Jeffrey Petersen is a CFP® professional at WESCAP Group with nine years at the firm and five years of industry experience. Prior to joining WESCAP, he held roles with the City of San Jose and San Jose University. WESCAP Group is a registered investment adviser managing approximately $1.1 billion in client assets across a team of six advisors. The firm serves individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, focusing on strategic and tactical asset allocation, global diversification, and a contrarian/value investment approach.

Kirk Mekerdichian is a financial advisor at Lazari Capital Management, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Lazari Capital Management since 2019, including a prior role at Iron Hill Wealth Management LLC. Lazari Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and an affiliated private fund. The firm offers a range of services including ongoing portfolio and wealth management, estate and retirement planning, pension consulting, and recommendations of third-party asset managers across diverse investment types.

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.

Edward Levi is a financial advisor at Lazari Capital Management, Inc. with 46 years of industry experience. He holds a Series 63 designation and has worked at Lazari Capital Management since 2018. His prior experience includes roles at Oak Shore Partners, LLC and Beverly Hills Wealth Management. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting services to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and a private fund. The firm uses a comprehensive investment approach that incorporates fundamental, technical, cyclical, and quantitative analysis across a broad range of instruments.

Steven Zorn is a financial advisor with Oder Investment Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with Oder Investment Management since 2014, during which time the firm has evolved from Oder & Stewart Investment Management. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm uses Modern Portfolio Theory, combining active and passive management with global diversification and periodic rebalancing to pursue capital growth aligned with client risk tolerance.

Douglas Eagle is a financial advisor with Eagle Wealth Management Group Inc. in Valencia, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Crown Capital Securities, LP for 19 years and Concorde Investment Services. Outside of advisory work, he serves as treasurer on the Hasley Estates HOA Board and teaches adult financial education classes focused on Social Security benefits and living trusts. Eagle Wealth Management Group serves individual clients, including high-net-worth households, and institutional retirement-plan sponsors such as pension and profit-sharing plans. The firm provides financial planning, discretionary portfolio management, retirement plan advisory, and consulting services, combining multiple analytical approaches with regular education programs and diverse professional credentials on its team.

Samuel Croucher is a CFP® professional with six years of industry experience, currently serving as a financial advisor at California Financial Partners, Inc. He has worked at both California Financial Partners and LPL Financial LLC during his career. Croucher also provides financial planning and consulting services through California Financial Partners, an independent investment advisor firm. California Financial Partners offers financial planning and consulting to individuals, high-net-worth households, business entities, and pension and profit-sharing plans. The firm focuses on financial statement and cash-flow analysis, retirement and estate planning, tax and insurance reviews, and related implementation support without managing client assets or acting as a discretionary portfolio manager.

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.

Brian Grimditch is a financial advisor at Highline Wealth Partners with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, as well as earlier positions at Stachur and Emerald Health Services. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are made by an Investment Committee, and it provides clients with regular portfolio reviews, educational workshops, and utilizes third-party technology to manage retirement plan sub-accounts.

Kaela Alba is a CFP® and Series 65 credentialed advisor with one year of industry experience. She is currently with TriaGen Wealth Management LLC and has prior experience at KeyBank. Alba is also an independent licensed insurance agent specializing in accident and health insurance as well as life insurance in California. TriaGen Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies and instruments, including derivatives and digital assets, and manages approximately $535 million in client assets.

Philford Jeffords is a financial advisor at Acrylic Financial, Inc. He holds a Series 65 designation and has industry experience beginning in 2024. His prior work includes positions at Wealth Agency Financial Services, Bankit Mortgage, and Wells Fargo. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, other investment advisers, and pooled investment vehicles. The firm employs a combination of asset allocation, fundamental and technical analysis, and both passive and active investment models, including management of a firm-sponsored hedge fund and various separately managed accounts.

Jamie Rugg is a financial advisor at Highline Wealth Partners with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2016, including its prior iteration as Charlesworth & Rugg, Inc. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are guided by an Investment Committee, and it provides regular portfolio reviews, participant education, and utilizes third-party technology to manage employer retirement plans.

Stacey Snow is a CFP® professional with 21 years of industry experience. She is currently with Prism Advisors, Inc. and has previously worked at Personal Resources Investment & Strategic Management, Inc. and Wells Fargo Advisors Financial Network LLC. Prism Advisors provides investment advisory and planning services to individuals, trusts, employer retirement plans, and business entities. The firm manages discretionary portfolios using a multi-asset allocation approach and offers both portfolio management and standalone financial planning services.

Amy Marietta is a financial advisor at Avise Financial with one year of industry experience. She holds a Series 65 designation and previously worked at Dorsey Wealth Management and Flutacious, Inc. Outside of finance, she teaches flute lessons. Avise Financial serves individual and institutional clients, including high net worth individuals, trusts, and charitable organizations, offering discretionary investment management alongside financial planning, pension consulting, tax preparation, and business management. The firm uses a range of analytical approaches to construct diversified portfolios and routinely recommends and monitors outside managers.

Lisa Sternberg is a financial advisor at Highline Wealth Partners with nine years of industry experience. She holds a Series 65 designation and has been with Charlesworth & Rugg, now operating as Highline Wealth Partners, since 2022. Outside of her advisory role, she occasionally provides bookkeeping and administrative support for her husband's company and for a former employer. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering services such as investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are guided by a centralized Investment Committee, and it provides clients with regular portfolio reviews, participant education, and utilizes third-party technology for managing employer retirement plans.

Y Shih is a financial advisor with Oder Investment Management, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Oder Investment Management in 2021, Shih held positions at Bank of America, Merrill, Konnect Resources LLC, and UBS Financial Services. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors with discretionary investment management, financial planning, and retirement-plan consulting. The firm utilizes a combination of active and passive management, global diversification, and regular portfolio rebalancing based on individualized Investment Policy Statements.