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 at California Financial Partners, Inc. since 2021. Prior to this, he was affiliated with LPL Financial and has a background that includes work at UK Elite - Steel Sports. California Financial Partners, Inc. provides financial planning and consulting services to individuals, business entities, and pension or profit-sharing plans. The firm follows a structured planning process and focuses on fundamental analysis and public research when evaluating investments, without managing client assets or providing discretionary portfolio management.

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.

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.

Sun Shim is a CFP®-certified financial advisor with 20 years of industry experience, currently working at Mason & Associates, Inc. since 2006. Prior to this, Sun Shim spent 11 years at Cambridge Investment Research, Inc. In addition to advisory work, Sun Shim is an independent insurance agent and a notary public. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm’s investment approach is based on Modern Portfolio Theory and includes strategic asset allocation, sector rotation, and global diversification, typically implemented through no-load or load-waived mutual funds and ETFs.

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.

David Kim is a financial advisor at Matauro, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Purshe Kaplan Sterling Investments, and Simplicity Investments, Inc. In addition to his advisory role, he is involved in fixed insurance products through a contracted relationship with CRUMP. Matauro, LLC manages over $1 billion across nearly 900 client relationships, providing wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, retirement plans, and business entities. The firm employs a diversified investment approach integrating fundamental, macroeconomic, technical, and ESG analyses, utilizing both in-house and third-party portfolio management across various asset classes.

James Koller is an investment advisor representative at Lazari Capital Management, Inc. with 12 years of industry experience. He has held roles at Lyndhurst Securities, Kovack Securities, Park Avenue Securities, Guardian Life Insurance Company, and Wynn & Wynn Financial. In addition to his advisory work, he is involved in insurance sales as a sole proprietor. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting to a diverse client base including individuals, trusts, high-net-worth clients, and corporations. The firm employs a comprehensive investment approach that integrates fundamental, technical, cyclical, and quantitative analysis and manages accounts primarily on a discretionary basis.

Liliana Verduzco is a financial advisor at Mason & Associates, Inc. in Los Angeles, California, with nine years of industry experience. She holds a Series 65 designation and also works as an Account Manager for Insurance Group Benefits. Verduzco has been associated with Charles W Mason & Associates, Orion Risk Management, and Cass and Johansing over her career. Mason & Associates, Inc. serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses by providing personalized financial planning, investment management, and limited-scope hourly planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing strategic and tactical asset allocation, sector rotation, and global diversification.

Mark Gleason is a CFA® charterholder with 28 years of industry experience. He has been with WESCAP Group since 1993, where he works as part of a six-advisor team in Glendale, CA. WESCAP Group manages over $1 billion in client assets, serving individuals, pension plans, trusts, charitable organizations, corporations, and private funds. The firm emphasizes strategic and tactical asset allocation, global diversification, and tax efficiency, and is notable for managing Hedgecap Partners, L.P., a private pooled investment vehicle that employs hedging techniques and leverage.

David Barr is a CFP® with four years of industry experience, currently affiliated with California Financial Partners, Inc. He has previously worked at LPL Financial, LLC, and has experience outside finance in roles at Rancho Grande Cantina and the Parkhill School District. California Financial Partners, Inc. provides financial planning and consulting services to individuals, business entities, and pension and profit-sharing plans. The firm follows a structured planning process, focusing on fundamental analysis and public research, and does not manage client assets or engage in discretionary portfolio management.

Eric Lecours is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Tamar Securities, LLC and has prior experience at Purshe Kaplan Sterling Investments, Silversage Advisors, Geneos Wealth Management, Bank of America, and Merrill Lynch. Lecours also operates under the DBA Firefighter's United, providing financial planning and wealth management services. Tamar Securities, LLC advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm combines top-down sector and “Super Cycle” analysis with bottom-up security selection and quantitative screening, offering discretionary portfolio management, standalone planning, and access to multiple model-portfolio programs.

Simon Hobbs is a financial advisor at California Financial Partners, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, LLC since 2018. He was previously involved with Silver Ring Productions LLC, a business entity used for investment purposes. California Financial Partners provides financial planning and consulting services to individuals, business entities, and pension and profit-sharing plans. The firm utilizes a structured planning process and fundamental analysis, focusing on planning rather than discretionary portfolio management.