Sean Oneill is a CFA® charterholder and Series 63 licensee with five years of industry experience. He currently serves as a professional trustee for four separate trusts, managing investment allocation decisions, including for the Paquita Machris Trust since 2020. Sean is affiliated with Doheny Asset Management, L.L.C., where he has worked since 2010, following a brief tenure at Cordhaven Capital Management. Doheny Asset Management provides individualized portfolio management to individuals, high-net-worth clients, and select institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios, managing approximately $164 million across 46 client relationships.

Jon Courtney Jr. is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He is currently with Village Wealth Advisors in Westlake Village, CA, and previously worked at Our Wealth Guides, Inc. and Avalon, LLC. Village Wealth Advisors serves individual and high-net-worth clients, managing approximately $258 million in discretionary assets. The firm employs an investment approach based on Modern Portfolio Theory and fundamental analysis, offering multi-component financial planning and portfolio management supported by educational seminars and detailed client reporting.

Jeffrey Cosgrove is a financial advisor at Westwood Wealth Management with four years of industry experience. He holds a Series 65 designation and has previously worked at Brennan & Company and California State University Long Beach. Westwood Wealth Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, business entities, and pooled investment vehicles. The firm customizes strategies based on client objectives and risk tolerance, employing fundamental and technical analysis across various instruments and utilizing advanced techniques such as derivatives and margin borrowing.

Jinfeng Su is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked at McIntosh Capital Advisors, Inc. since 2017 and previously held positions at Sterling Bank & Trust, American Income Life Insurance Company, and UCLA Extension. Outside of her advisory role, she is also an Enrolled Agent who provides tax preparation services. McIntosh Capital Advisors, Inc. offers discretionary portfolio management and financial planning to individuals, high-net-worth clients, corporations, and small businesses. The firm employs a primarily passive investment strategy with complementary active management, focusing on ETFs and no-load mutual funds, and manages approximately $45.3 million in discretionary assets.

Terri Mcgray is a CFP® with 36 years of experience in the financial services industry. She is the sole advisor at Longevity Capital Management in Thousand Oaks, CA, where she has worked since 2018. Her prior experience includes roles at LPL Financial and Wells Fargo. Outside of advising, she is an independent insurance producer and author of the Retire Right series of books. Longevity Capital Management serves private clients, institutional plan sponsors, trusts, and estates, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, and provides both standalone and bundled advisory services, including a wrap-fee program administered through Charles Schwab.

Todd Much is a CFP® professional with 28 years of industry experience. He has been with CTS Financial Planning, Inc. since 1981 and has also worked at Certified Insurance Consultants, Inc. for over three decades. Todd holds Series 63 and Series 65 licenses. CTS Financial Planning serves individual and high-net-worth clients with comprehensive financial planning, retirement and investment planning, discretionary asset management, and accounting and income tax preparation services. The firm employs an active, daily management investment approach using proprietary models and combines advisory services with in-house tax and accounting capabilities.

Maria Babilonia is a CFP® professional with nine years of industry experience, currently serving as an advisor at JDM Financial Group LLC since 2016. In addition to her advisory role, she is an insurance agent involved with various insurance agencies, dedicating approximately 10% of her time to this activity. JDM Financial Group primarily serves high-net-worth individuals, corporations, and other financial institutions, offering discretionary portfolio management, financial planning, and consulting services. The firm employs an asset-allocation framework favoring mutual funds and ETFs, integrates fundamental and behavioral finance analysis, and provides both wrap-fee and non-wrap advisory services.

Jean Luc Nouzille is a CFA® charterholder with 29 years of industry experience. He has been with Bristlecone Value Partners, LLC since 2004, where he is one of three advisors. Bristlecone Value Partners provides discretionary investment supervisory services, sub-advisory arrangements, and separately managed equity accounts focused on a Large Cap Value strategy for individuals, families, and institutional clients. The firm combines concentrated, value-oriented portfolios with management of a private pooled microcap fund, applying fundamental analysis and intrinsic-value assessments.

Montague Guild, Jr. is a financial advisor at Guild Investment Management, Inc. with 28 years of industry experience. He has been with the firm since 1978. Guild Investment Management serves individual investors, personal trusts, pension plans, and other institutional clients by providing discretionary portfolio management and financial planning services. The firm uses a combined top-down macro analysis and bottom-up security selection approach, actively adjusting exposures and employing derivatives and crypto-related exchange-traded products as part of its management strategy.

Joseph Garcia is a financial advisor with Pacific Financial Strategies, Inc. in Thousand Oaks, CA, holding Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Pacific Financial Strategies since 2010. Garcia also serves as CEO of a related business that sells various insurance products including health, disability, long-term care, and life insurance, as well as fixed annuities. Pacific Financial Strategies serves individual investors and employer-sponsored retirement plans by providing asset management, financial planning, and 401(k)/pension consulting. The firm uses a disciplined investment approach involving bonds, ETFs, mutual funds, and selected stocks, and offers a broad range of planning services including corporate-structure work and life coaching.

Paul Cohen is a financial advisor at Marest Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including ChangePath, LLC and Partnervest Advisory Services, LLC. Outside of his financial advisory work, Cohen is president of TWC Sports Management, a company representing professional athletes. Marest Capital, LLC serves individual and high-net-worth clients by providing discretionary portfolio management and referrals to third-party money managers. The firm combines asset allocation with fundamental and sector analysis and manages approximately $240 million for 67 clients.

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.

Michael Garner is a CFP® with 20 years of industry experience, currently serving as an advisor at MFA Wealth Services in Thousand Oaks, CA. He has worked at MFA Wealth Services since 2014 and maintains a concurrent legal career as an attorney at Cornerstone Law Center. Garner is also licensed as a real estate broker and involved in real estate sales and property management. MFA Wealth Services is a registered investment adviser serving individual and high-net-worth clients, trusts, business owners, and corporations. The firm manages approximately $293 million in client assets through a three-advisor team, providing personalized financial planning, portfolio management, and third-party money manager selection. Its investment approach emphasizes strategic asset allocation using a variety of securities and incorporates both fundamental and technical analysis.

Joshua Rudoy is a financial advisor at Argyle Capital Partners, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Argyle Capital Partners since 2012. Outside of his advisory role, he serves as President-Elect and Board Member of the Wilshire Rotary Club in Los Angeles. Argyle Capital Partners provides discretionary investment management and advisory services to individuals, corporations, and small businesses. The firm employs an active, total-return approach with tailored portfolios and is notable for using complex portfolio tools including leverage and derivatives in separately managed accounts.

Lelamarie Kelly is a financial advisor at Life UnLocked Partners LLC with a Series 65 credential and two years of industry experience. She has a background in legal services, owning LSK Legal, a professional law corporation, and serves as principal and general counsel for Tennenbaum & Kelly, Inc., which manages privately held investments. Outside her advisory role, she holds CFO and general counsel positions at both MailRoute, Inc., an email security company, and SCBI Online Store, LLC, a skincare business. Life UnLocked Partners provides financial planning, investment monitoring, and recommendation services to individuals, high-net-worth clients, families, trusts, estates, and other business entities. The firm’s investment approach centers on a value/dividend strategy designed for income replacement around career changes, transitioning to longer-term appreciation vehicles, and also includes sub-advisory arrangements.

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.

Justin Krane is a CFP®-certified financial advisor with 28 years of industry experience. He is a principal at Krane Financial Solutions, where he has worked since 2010, and previously operated Kranestorming, LLC from 2015 to 2023. Krane Financial Solutions provides investment management, financial and retirement planning, qualified retirement plan advisory, and business consulting/CFO services to individuals, retirement plans, trusts, and business clients. The firm combines tactical allocation with fundamental and technical analysis and offers a Financial Life Experience™ program, business consulting, and public speaking engagements alongside its portfolio management and planning services.

Lauren Trumbull is a financial advisor at Krane Financial Solutions and holds the Series 65 designation. She has two years of industry experience and has worked in various roles across multiple sectors, including prior positions at Howa, Curtis DMD, and Red Bull North America. Krane Financial Solutions provides investment management, financial and retirement planning, and consulting services to individuals, qualified retirement plans, trusts, estates, and business clients. The firm employs a tactical allocation strategy using both fundamental and technical analysis to create customized portfolios and offers education-focused features such as plan participant seminars and client newsletters.

Kon Son is a financial advisor with TEAM Elevated Asset Management holding a Series 66 credential and 19 years of industry experience. He has worked at GNH Global Management, Inc. and GNH Asset Management, Inc. since 2015 and 2016, respectively. TEAM Elevated Asset Management is a small advisory firm serving individuals, trusts, retirement plans, charitable organizations, and business entities. The firm offers discretionary portfolio management through its proprietary wrap-fee program, blending fundamental and technical analysis with tactical asset allocation tailored to client objectives and risk tolerances.

Ian Goldey is a financial advisor at GoTo Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and was previously principal at Goldey Capital LLC from 2011 to 2017. Outside of advising, he is the CEO and co-founder of Asset Planet, a FINTECH SaaS software company, where he assists in software function design. GoTo Financial serves individual and high-net-worth clients, trusts, estates, and charitable organizations with portfolio asset management, financial planning, and consulting. The firm emphasizes continuous supervision and combines fundamental, technical, and macroeconomic analysis to create diversified portfolios tailored to client goals.