Mei Lee Ney is the sole advisor at Richard Ney & Associates Asset Management, Inc., with 29 years of industry experience. She has been with the firm since 1973. The firm provides personalized, fee-only discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. Its investment approach combines strategic asset allocation with a core-and-satellite framework, using passively managed index funds and ETFs as the core and selected high-quality stocks or focused funds as satellites, managed with a long-term holding orientation.

Gregory Taylor is a financial advisor with Taylor Strategic Wealth Management, LLC, holding Series 63 and Series 66 designations and 12 years of industry experience. He previously worked for Edward Jones for six years before founding his current firm. Outside of his advisory work, Taylor serves as president of the South Bay Business Networking Group and is a board member of Kiwanis International, where he participates in scholarship and community enhancement decisions. Taylor Strategic Wealth Management provides comprehensive portfolio management and financial planning to individuals, trusts, estates, and business entities, including corporate and institutional clients. The firm employs a diversified investment approach that integrates asset allocation, fundamental, technical, sector, and cyclical analysis across a variety of securities.

Ron Nussbaum is the sole advisor at Maverick Value, LLC, an independent registered investment adviser based in Los Angeles, CA. He holds the Series 63 and Series 65 licenses and has 12 years of industry experience, all with Maverick Value since its founding in 2014. Maverick Value provides discretionary investment management primarily for individual clients, including pension and profit-sharing plan clients, which is uncommon for firms of its size. The firm employs a fundamental, value-oriented strategy focused on securities it views as mispriced, managing concentrated portfolios with generally fewer than 20 holdings on a discretionary basis.

Erica James is a CFP® professional with five years of industry experience, currently serving as an advisor at Mana Financial Life Design. Her prior roles include positions at Signify Wealth LLC, Creative Planning, LLC, SBSB Financial Advisors, and The Wolf Group. Outside of her advisory work, she has experience as a property manager. Mana Financial Life Design provides financial life planning, discretionary investment management, employee benefit plan advisory, and estate planning support to individual, high-net-worth clients, and employer plan sponsors. The firm incorporates a long-term investment approach with active tax management and client education through seminars, workshops, and a bi-weekly newsletter.

Nikolai Chuvakhin is a financial advisor with Fort Ross Capital Management, LLC, holding a Series 65 designation and 23 years of industry experience. He has been affiliated with Pepperdine University for 25 years. In addition to his advisory role, he is a Managing Partner at Tagora Capital LLP, a consulting firm based in the United Kingdom. Fort Ross Capital Management provides discretionary investment management to private investment companies and high-net-worth individuals, employing a quantitative market-timing strategy that involves equity, fixed-income, volatility, and select commodity markets. The firm manages highly customized, hedge-fund style strategies with concentrated long and short positions and occasional use of options.

Guo Liu is a Certified Financial Planner™ (CFP®) with four years of industry experience. He is currently an advisor at Stone Steps Financial, LLC, where he has worked since 2022. Prior to this, he spent ten years at Cornerstone OnDemand, Inc. Stone Steps Financial, LLC provides fee-only financial planning and discretionary investment management to individual and high-net-worth clients, as well as consulting for employer-sponsored retirement plans. The firm employs primarily passive investment strategies using index mutual funds and ETFs, with customized asset allocation targets and regular client reporting.

Madeline Darcy is a financial advisor at Bennett Selby Investments, L.P. with a Series 65 credential and one year of industry experience. Prior to joining Bennett Selby Investments, she worked at CA iBank, Kaya Ventures, CircleUp Growth Partners, Victress Capital, Harvard University, and Oliver Wyman. She serves as a venture specialist for CA iBank, evaluating venture capital fund investments and direct investments as part of the SSBCI program. Bennett Selby Investments provides discretionary portfolio management for individual and high-net-worth clients, as well as pension consulting and ERISA Section 3(38) fiduciary services for qualified retirement plans. The firm employs a long-term, value-oriented investment approach with concentrated equity holdings and selective use of options strategies within separately managed accounts.

Richard Hunter is a financial advisor at Trinity Asset Management Co. in Los Angeles, CA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Trinity Asset Management Co. since 2006. Trinity Asset Management Corporation provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm uses a combination of fundamental, technical, quantitative, cyclical, and qualitative analysis along with a mix of passive and active investment strategies tailored to client objectives.

Eric Toya is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Navigoe, LLC since 2013. He holds Series 63, 65, and 66 licenses. Navigoe serves high-net-worth individuals, business owners, and retirement plans, offering fee-only wealth management, financial planning, and discretionary investment management. The firm emphasizes a structured onboarding process and employs a strategic asset allocation approach primarily using mutual funds and ETFs.

Zoe Bollinger is a CFP® and holds a Series 65 license, with seven years of industry experience. She has been with Bollinger Capital Management since 2018 and previously worked at WET from 2016 to 2018. Bollinger Capital Management provides discretionary portfolio management and advisory services to individuals, high net worth clients, trusts, and estates. The firm employs proprietary quantitative and technical analysis methodologies, offering both direct portfolio management and investment modeling services to other advisors and clients.

Andrea Spatz is a CFP® with 33 years of industry experience, currently serving at Lewis M. Wallensky Associates in Los Angeles, CA. She has worked with LPL Financial since 2017 and was previously with National Planning Corp from 2000 to 2017. Outside her advisory role, she is involved with the LPL business entity Wallensky Spatz & Associates. Lewis M. Wallensky Associates provides financial planning and consulting services to individual clients, focusing on comprehensive written plans and targeted advice across retirement, estate, tax, insurance, and cash-flow topics. The firm emphasizes a consultative process and oversight of third-party money managers rather than direct portfolio management.

Stuart Sneddon is a CFA® charterholder with 28 years of industry experience. He has been with Newbury Capital Management, LLC since 2009, where he is part of a four-advisor team. The firm provides investment advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. Newbury Capital Management manages approximately $144 million across about 399 client relationships, offering discretionary and non-discretionary asset management with a range of investment strategies including fundamental, technical, and quantitative analysis.

Hillary Srilamsingha is a financial advisor at Golden State Capital Inc. with Series 66 and Series 63 designations and one year of industry experience. Her prior work includes roles at Golden State Tech Inc., Golden State Securities, and the U.S. Unicorn Foundation, among others. Golden State Capital Inc. provides investment advisory services primarily to accredited investors and family offices, focusing on private and alternative investments such as private equity, credit, real estate, and venture capital. The firm emphasizes long-term purchase strategies and customized due diligence, offering non-discretionary advice with periodic monitoring.

Katherine Wimmer is a financial advisor at Wimmer Associates LLC in Pasadena, CA, holding the CIC, Series 63, and Series 65 designations with 23 years of industry experience. She has been with Wimmer Associates since 2003. Wimmer Associates provides investment supervisory and management services to individuals, trusts, estates, and family groups, focusing on tailored portfolio recommendations primarily involving stocks, bonds, mutual funds, and ETFs. The firm emphasizes fundamental analysis and maintains formal policies on advisory qualifications, trade allocations, proxy voting, and personal trading controls.

Patrick Kinney is a financial advisor at Evolve Wealth Advisors LP with 22 years of industry experience. He holds the Series 66 designation and has been involved with various Evolve entities since 2021. Prior to that, he worked at EP Wealth Advisors from 2016 to 2021. Evolve Wealth Advisors, LP provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and corporate clients. The firm is notable for its cross-border planning expertise and consulting services to other registered investment advisers, employing a range of investment strategies including fundamental analysis, modern portfolio theory, and options strategies.

Jessie Hale is a CFP® professional with two years of industry experience, currently serving at Vita Wealth Advisors, LLC. Prior to joining Vita Wealth Advisors, Hale worked for 19 years at The Northern Trust Company. Vita Wealth Advisors provides wealth management services to high-net-worth individuals, trusts, family LLCs, private foundations, and family businesses. The firm’s investment approach integrates strategic asset allocation, security selection, portfolio optimization, and quantitative methods, managing portfolios on a discretionary basis with ongoing monitoring.

John Silvers is a financial advisor at AlphaNext, LLC with six years of industry experience. He holds the Series 63 designation and has been with AlphaNext since 2019. In addition to his advisory role, he is self-employed as an insurance agent, primarily selling fixed indexed annuities, whole life, and health insurance. AlphaNext serves individual and high net worth clients, trusts, estates, and charitable organizations by providing asset management, financial planning, and consulting services. The firm employs a diversified investment approach that includes alternative investments, private equity, and complex instruments alongside traditional securities, managing approximately $63.4 million in discretionary assets.

John Bollinger is a CFA® charterholder and founder of Bollinger Capital Management, Inc., where he has worked since 1988, totaling over 35 years of experience in the financial industry. He is known for creating and selling technical analysis algorithms, indicators, and tools through his work on Bollinger Band Tool Kits and related websites. Bollinger Capital Management provides discretionary portfolio management and advisory services to individuals, high net worth clients, trusts, and estates. The firm employs a technical analysis and quantitative methodology-based investment approach, offering both managed accounts and model strategies to advisors and end clients.

Marcus Sitrin is a financial advisor at Sitrin Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sitrin Capital Management since 2016. The firm is 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 employs a top-down investment process focused on the S&P 500, combining fundamental, technical, and cyclical analysis to build portfolios primarily from individual equities, with fixed income and ETFs used selectively.

Li Wei Chang is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at 7Summit Advisors, LLC since 2014. He is a member of the RIA Advisory Board at Guggenheim Investments and provides financial guidance to athletes as a Registered Player Financial Advisor for the NFLPA. 7Summit Advisors offers discretionary investment supervisory services and financial planning to individuals, charitable organizations, and pension or profit-sharing plans. The firm employs a variety of analytical methods and strategies, including recent additions such as private equity, and manages held-away retirement accounts using a third-party platform with tax-efficient asset location and regular reporting.