Steven Le is a financial advisor at SVL Investment Management with 39 years at the firm and 20 years of industry experience. He also worked at California State University for 38 years. Outside of his advisory role, he owns and manages a property management company. SVL Investment Management is a boutique, research-oriented money manager serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment process with strategic asset allocation and a proprietary valuation model.

Scott Leonard is a CFP® with 29 years of experience in the financial services industry. He has been with Navigoe, LLC since 2013, where he serves as one of two advisors. Navigoe, LLC is a fee-only wealth management firm that serves high-net-worth individuals, business owners, and retirement plans. The firm manages approximately $341.8 million for about 157 clients, offering comprehensive financial planning, discretionary investment management, 401(k) plan consulting, and trust representative services. Navigoe’s investment approach focuses on strategic asset allocation using mutual funds and ETFs, with ongoing supervision and rebalancing under discretionary authority.

Njideka Obijiaku is a financial advisor with Shifting the Culture Wealth Partners LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at Centric Capital Advisors, AFlac, Akokwa American Development Association, Primerica Advisors, and Pfs Investments Inc. Although currently a licensed insurance agent, she does not sell insurance products. Shifting the Culture Wealth Partners LLC is a fee-only advisory firm serving individual clients with financial planning and portfolio management services. The firm emphasizes passive investment management using index mutual funds and ETFs, while also incorporating fundamental and technical analysis, and offers a range of engagement options including hourly consultations and ongoing planning.

Randall Rubin is a financial advisor at Decca Private Wealth Management, Inc. with 13 years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Barnes & Company Investment Counsel, LLC and Britehorn Securities. Rubin is also involved with Umergence LLC, an investment-related business he dedicates a significant portion of his time to. Decca Private Wealth Management serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, retirement plan services, and managed “held-away” accounts. The firm employs conventional portfolio-construction techniques and may use independent sub-advisors, combining personalized client management with strategies such as options and margin where appropriate.

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.

Glen Park is a CFP® professional with over 32 years of experience in the financial services industry. He has been with Park Capital Group, Inc. since 2012 and has also worked with LPL Financial, LLC since 2010. In addition to his advisory work, Park is a licensed real estate agent and serves as Secretary of the nonprofit organization American Dream Builders. Park Capital Group, Inc. serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans with services such as discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses firm-developed model portfolios and a variety of analytical methods to tailor investment strategies, and it emphasizes participant education and seminars for plan participants.

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.

Jeffrey De Larme is a CFP® and CFA® with 18 years of experience in financial advisory. He is currently with DeLarme Wealth Management, Inc., where he has worked since 2016. He also teaches an Investment Planning course at UCLA Extension. DeLarme Wealth Management provides discretionary and non-discretionary investment management, financial planning, adviser selection, and pension consulting for individuals, business entities, charitable organizations, and retirement plans. The firm’s investment approach includes diversification, risk-based allocations to no-load mutual funds and ETFs, and the use of options strategies, along with pension consulting services and an ERISA fiduciary role.

Balamir Trunec is a financial advisor at SVL Investment Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Liberty Group, LLC for 14 years before joining SVL in 2019. Outside of his advisory role, he owns a personal financial management business and holds insurance agent licenses related to income and health insurance. SVL Investment Management provides research-oriented, fundamental portfolio management to individuals, pension and profit-sharing plans, trusts, endowments, and corporate entities. The firm employs a top-down, global investment approach focused on capital conservation, low volatility, and multi-year holding periods, combining strategic asset allocation with proprietary valuation models.

Marah Fineberg Kuck is a CFP® with 22 years of industry experience, currently serving as an advisor at Fineberg Financial Management LLC. Her prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing Services. She is actively involved with the Women's Symposium, a nonprofit focused on empowering women through financial literacy and STEAM awareness, where she holds multiple leadership positions. Fineberg Financial Management provides discretionary asset management, financial planning, and retirement-plan consulting to individuals, trusts, pension plans, and business entities. The firm combines fundamental, technical, and quantitative analysis with third-party manager due diligence, managing approximately $34.8 million across about 70 client relationships.

Tiffany Delarosa is a financial advisor at Meridian Venture Partners, Inc with three years of industry experience. She holds the Series 63 and Series 65 licenses and is also a licensed insurance agent with Universal Wealth. In addition to her advisory role, she is co-owner and administrative assistant at Diamond Senior Living. Meridian Venture Partners, Inc provides portfolio management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm uses a variety of analytical methods and offers a range of investment strategies, including discretionary portfolio management, cryptocurrency exposure, and specialty investments such as real-estate funds and venture capital.

Terrance Mcguire is a financial advisor at Ridgewood Investments with 13 years of industry experience. He holds a Series 65 designation and has been with Ridgewood Investments since 2012. Outside of his advisory role, he serves as President and majority owner of Dividend Research and Management Inc and acts as a trustee and manager for several family-related entities. Ridgewood Investments provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, foundations, pension plans, and business entities. The firm employs a fundamental analysis-driven investment process with a long-term orientation and offers access to both traditional and private pooled investment vehicles.

Marc McClure is a CFA® charterholder with eight years of industry experience. He is currently with ConvexBeta Investments, LLC, where he has worked since 2021. Prior to that, he was with Xebec Investment Advisors and PFM Asset Management LLC. ConvexBeta Investments provides discretionary and non-discretionary portfolio management for individual investors, trusts, IRAs, and small businesses. The firm employs an active, tax-aware investment process that combines strategic allocation with quantitative screening, tax-loss harvesting, and cost management through low-cost ETFs and individual securities.

Esteban Di Masi is a ChFC® credentialed financial advisor with one year of industry experience, currently serving as the sole advisor at Atorie Advisors, LLC. Prior to this role, he worked at William Morris Endeavor for three years. He also manages a business-management and multifamily office firm specializing in services for entertainers, executives, and high-net-worth individuals. Atorie Advisors provides ongoing portfolio management primarily for individual and high-net-worth clients, tailoring investment programs to documented goals, time horizons, and risk tolerance. The firm employs a range of analysis methods and investment instruments while managing held-away retirement and education accounts through a third-party platform and supports client-imposed investment restrictions.

Matthew Drehs is a financial advisor at Legacy Financial Group with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Sagepoint Financial and H.D. Vest Advisory Services. Outside of his advisory role, Drehs serves as Chairman of the Finance Board and President for the First Evangelical Lutheran Church of Torrance, a nonprofit religious organization. Legacy Financial Group provides financial planning, asset allocation, and portfolio management services to individuals, trusts, estates, and other entities. The firm employs a model-based investment approach grounded in Modern Portfolio Theory and acts as a wrap fee program sponsor and portfolio manager across multiple wrap programs.

Srdjan Nastasic is a financial advisor at Augustus Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial and Telenor. Augustus Wealth provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and small businesses. The firm uses a combination of fundamental, technical, quantitative, and sector analysis to create tailored asset-allocation strategies and employs both long- and short-term trading approaches, including borrowing and option strategies within separately managed accounts.

Minxing Lin is a financial advisor at FHWV Financial LLC with one year of industry experience. Lin holds a Series 65 designation and has worked at FHWV Capital, LLC and The Paul Merage School of Business at the University of Irvine. FHWV Financial, LLC serves individual and high-net-worth clients through a two-advisor team, providing financial planning and referring clients to third-party registered investment advisers and managed-account platforms for implementation. The firm emphasizes tax-aware planning and financial analysis, operating primarily as a solicitor rather than managing portfolios directly.

Ann Cooper is a CFP®-designated financial advisor with Legacy Financial Group in Torrance, CA, bringing 13 years of industry experience. She has worked with SagePoint Financial and has been with Legacy Financial Group since 2015. Outside her advisory role, she serves as co-trustee on a family trust, reviewing and managing the account. Legacy Financial Group provides financial planning, asset allocation, and portfolio management services to individuals, trusts, estates, and other entities. The firm uses a model-based investment approach grounded in Modern Portfolio Theory and acts as a wrap fee program sponsor and portfolio manager across multiple wrap programs.

Scott Ozer is a financial advisor at Southern California Wealth Management Associates with 44 years of industry experience. He holds a Series 63 designation and has worked at Emerson Equity LLC and Sandlapper Securities, LLC prior to joining his current firm. Southern California Wealth Management Associates serves individual and high-net-worth clients with portfolio management and client-specific Investment Policy Statements. The firm manages approximately $34 million across 115 client accounts, using a variety of analytical methods and both long- and short-term trading strategies.

Jennifer Hartman is a CFP® and Series 65-licensed financial advisor with 20 years of experience. She has been with Greenleaf Financial Group since 2006. Greenleaf Financial Group provides fee-only investment management and financial planning primarily for individuals and families, as well as trusts, small businesses, and not-for-profit institutions. The firm emphasizes asset allocation, long-term investment strategies, and regular portfolio monitoring, serving clients mostly on a discretionary basis with ongoing financial-planning support.