Alex Garcia is the sole advisor at Agg Asset Management, LLC in Westlake Village, CA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Luminous 8 Wealth Management, LLC from 2015 to 2017. In addition to his advisory role, he is involved with OneBlueWindow, LLC, which provides macro-economic analysis and newsletters. Agg Asset Management offers investment advisory services to individuals, trusts, estates, and charitable organizations, specializing in comprehensive portfolio management that integrates financial planning with ongoing portfolio oversight. The firm employs a combined fundamental and technical investment approach across a broad range of securities, actively monitoring and rebalancing client portfolios with discretionary authority.

Zachary Shrier is a financial advisor with Shrier Wealth Management, LLC in Los Angeles, holding a Series 66 designation and 22 years of industry experience. He previously worked at LPL Financial for 22 years before joining his current firm in 2025. Outside of advisory services, he is a licensed insurance agent. Shrier Wealth Management serves individuals, trusts, nonprofit organizations, pension and profit-sharing plans, and corporate clients with asset management, financial planning, and retirement consulting. The firm employs a multi-method investment approach and actively manages donor-advised fund assets alongside a broader range of advisory services beyond typical wealth management.

Roger Fox is the sole advisor at S&F Investment Advisors in Encino, CA, with 33 years of industry experience. He has worked at S&F Investment Advisors since 1995 and previously operated Fox Accountancy from 1984 to 2021. S&F Investment Advisors provides discretionary portfolio management to individual and high-net-worth clients, pension plans, and business entities through model portfolios, separately managed accounts, and income strategies. The firm employs fundamental and technical analysis and event-driven strategies incorporating listed options, margin, and short sales alongside traditional asset allocations.

Alfred Mcintosh is a CFP® and Series 63 licensed advisor with 21 years of industry experience. He has been with McIntosh Capital Advisors, Inc. since 1996. McIntosh Capital Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, corporations, and small businesses. The firm uses a primarily passive investment approach with ETFs and no-load mutual funds, complemented by selected active securities, managing approximately $45.3 million in assets across about 90 client relationships.

Lisa Spradling is a financial advisor at Fischer Investment Strategies, LLC with credentials in Series 65 and Series 63. She has been with Fischer Investment Strategies since 2023 and has prior experience at Amgen and NaviGuide Wealth Partners. Before entering the financial industry, she spent over a decade at S&S Medical Supply. Fischer Investment Strategies offers discretionary asset management, retirement plan consulting, and financial planning services to individuals, trusts, estates, and pension plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing global diversification with passively managed funds and customized fixed income portfolios.

Anthony Reed is a CFP® with 32 years of industry experience and has been with Millennium Investment Services since 1995. He also serves as managing member and sole owner of MIS Partners, LLC, and oversees MIS Equity Strategies, LP. Millennium Investment Services offers discretionary and non-discretionary investment management and related concierge services to individuals, pension plans, trusts, estates, and business entities. The firm focuses on U.S. equities, mutual funds, ETFs, and options-based strategies, with customized portfolios typically managed on a discretionary basis, and sponsors pooled investment vehicles with performance-based compensation structures.

Davide Accomazzo is a financial advisor with Thalassa Capital LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Thalassa Capital since 2011 and serves as an adjunct professor of finance at Pepperdine University, where he has taught and conducted research since 2007. He also serves on the board of the Strategic Asset Alliance Fund, providing advice on trader selection. Thalassa Capital provides financial planning and portfolio management to individual clients, including both high-net-worth and non-high-net-worth individuals. The firm offers discretionary strategic investment portfolios and access to institutional-quality hedge fund solutions, employing a risk-focused and diversified investment approach that includes the use of derivatives and quantitative analysis.

Ryan Haslam is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Hesen & Haslam, LLC since 2017. He has also been associated with LPL Financial, LLC since 2014. Haslam is involved in retirement income specialization and holds Series 63 and Series 65 licenses. Hesen & Haslam advises individuals, trusts, employer retirement plans, and business entities, focusing on asset management, retirement-plan consulting, and comprehensive financial planning. The firm operates as a fiduciary specializing in wrap-fee portfolio management with an emphasis on strategic asset allocation and conservative fixed-income management.

Vijay Ahuja is a CFP® with 17 years of industry experience, currently serving at R Tech Advisors, Inc. since 2004. He is also president and senior consultant of R Tech Consultants, Inc., a third-party retirement plan administrator, a role he has held since 1992. In addition to his advisory work, Ahuja leads consulting and operational management activities at R Tech Consultants, Inc. R Tech Advisors provides comprehensive financial planning, investment portfolio management, and consulting services to individuals, privately held businesses, and pension and profit-sharing plans. The firm delivers customized, non-discretionary advice and offers fiduciary services, retirement plan participant education, and estate and business consulting.

James Yoo is a CERTIFIED FINANCIAL PLANNER™ with 23 years of industry experience. He is currently with TEAM Elevated Asset Management in Thousand Oaks, CA, where he serves as president, CEO, managing director of wealth management, and chief compliance officer. His prior experience includes roles at Emerson Equity LLC, GNH Global Management, Inc., and Colorado Financial Service Corporation. Yoo also serves on the board of GNH Global Management, a consulting firm advising South Korean companies on institutional real estate and renewable energy projects. TEAM Elevated Asset Management is a privately owned advisory firm managing approximately $34.9 million across 67 client accounts. The firm provides discretionary portfolio management through a proprietary wrap-fee program, blending fundamental and technical analysis with tactical asset allocation tailored to client objectives and risk tolerances.

Richard Dinel is the sole advisor at R.H. Dinel Investment Counsel, Inc. in Los Angeles, CA, with 28 years of industry experience. He has been with the firm since 1992. R.H. Dinel Investment Counsel provides customized, discretionary investment management and consultative services to individuals, retirement accounts, trusts, pensions, and foundations. The firm focuses on in-depth research of individual common stocks, emphasizing long holding periods and growth companies aligned with economic themes, and manages a concentrated client roster that includes charitable organizations and pension/profit-sharing plans.

Louiza Smith is a Series 65-licensed advisor at Acap Asset Management, Inc. with seven years of industry experience. She has worked at Acap Asset Management since 2016. Acap Asset Management serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary and non-discretionary asset management alongside financial planning, retirement plan consulting, tax planning and preparation, and personalized bookkeeping services.

Millicent Callahan is a financial advisor at Callahan & Callahan Asset Management, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Callahan & Callahan since 2002. She also holds a California insurance license. Callahan & Callahan Asset Management provides non-discretionary portfolio management and advisory services to individuals, trusts, estates, corporations, small business owners, and institutional clients. The firm uses a client profile process to tailor diversified portfolios, combining charting, fundamental and technical analysis, with an emphasis on asset allocation and income mutual funds, while employing covered-call and covered-put equity strategies.

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.

Cheryl Munoz is a CFA® charterholder with 27 years of industry experience. She is currently with Osaic and has previously worked at Zephyr Investment Management and FSC Securities Corporation. Outside of advisory work, she assists with operations for a construction business owned by her husband. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of programs and custody options, supporting over 6,000 advisors and approximately $200 billion in assets under management.

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.