Jessica Rosenberg is a financial advisor at JDM Financial Group LLC with 12 years of industry experience. She holds a Series 65 designation and has been with JDM Financial Group since 2015. In addition to her advisory role, she works as an insurance agent through various insurance agencies. JDM Financial Group primarily serves high-net-worth individuals and corporations, offering discretionary portfolio management, financial planning, and consulting services. The firm utilizes an asset-allocation approach favoring mutual funds and ETFs, incorporating fundamental analysis and behavioral finance, and provides both wrap-fee and non-wrap advisory services.

Ryan Sitrin is a financial advisor with Sitrin Capital Management, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Sitrin Capital Management since 2016, working within 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 uses a top-down investment approach focused on the S&P 500 to identify leading sectors and select individual equities, combining fundamental, technical, and cyclical analysis in its decision-making.

Austin Link is a Series 66 licensed advisor at GKV Capital Management Co Inc with one year of industry experience. Prior to joining GKV in 2026, he held roles at Fidelity Investments and has a diverse work background including positions outside the financial industry. GKV Capital Management provides discretionary portfolio management to individual and institutional clients, employing a combined top-down macro analysis and bottom-up fundamental research approach. The firm customizes portfolios to client objectives and integrates held-away accounts while offering financial planning and estate-planning support through third-party technology.

Josh Graybill is a CFA® charterholder and a financial advisor at Bristlecone Value Partners, LLC, with 15 years of industry experience. He has been with Bristlecone since 2004, totaling 22 years at the firm. Bristlecone Value Partners provides discretionary investment advisory and asset management services to individuals, families, high-net-worth clients, trusts, charitable organizations, and other institutions. The firm focuses on value-oriented equity strategies and manages a private pooled microcap fund, emphasizing fundamental analysis and intrinsic-value estimates in its portfolio management.

Kumbirai Mtunga is a financial advisor at Private Wealth Solutions, LLC with 19 years of industry experience and holds a Series 66 designation. He previously spent 10 years at Stevens Foster Financial Advisors before joining his current firm. Private Wealth Solutions serves individuals, trusts, pension and profit-sharing plans, and corporate clients by providing asset management, financial planning, and retirement plan consulting. The firm emphasizes tailored, non-discretionary portfolio management and delivers planning work within defined engagements.

Jonas Lee is a financial advisor at Aligne Wealth Advisors Investment Management (AWAIM) with 42 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, MML Investors Services, Inc., and Connecticut Mutual Life. He is also a licensed insurance agent, selling non-variable insurance products such as long-term care, disability, life insurance, fixed annuities, and health insurance. Aligne Wealth Advisors Investment Management provides discretionary investment management, financial planning, pension consulting, and private fund management to individuals, high-net-worth clients, trusts, business entities, and retirement plans. The firm employs a global macroeconomic-driven investment approach using model portfolios primarily composed of mutual funds and ETFs, and manages a private Global Macro Opportunities Fund with a performance-based fee structure.

Christopher Mattern is a financial advisor at MFA Wealth Services with 19 years of industry experience. He holds the Series 66 designation and has held roles at several firms, including Alliance Advisory & Securities, LLC and 1st Global Advisors Inc. Since 2019, he has been a minority partner at Tone, Walling & Meador LLP, which provides tax preparation, accounting, and CPA services. 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 across 224 accounts, focusing on strategic asset allocation using mutual funds, ETFs, stocks, bonds, and covered options, with an emphasis on discretionary portfolio management.

Steven Karkenny is a CFP® with 10 years of industry experience and is currently an advisor at Kanan Advisors. His prior roles include positions at Integrity Financial Corporation and Alliance Advisory & Securities, Inc. He also owns KarkennyX, a consulting business that assists an unaffiliated investment advisory firm with client deliverables and business growth strategy. Kanan Advisors is a fee-only registered investment adviser that serves employer-sponsored plans, corporate clients, and business owners. The firm uses asset-allocation-based portfolios combining fundamental, technical, and modern portfolio theory techniques, often employing Outside Managers while retaining primary advisory oversight.

Darrell Warner II is a financial advisor with Qmulate, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at QMULATE Capital, BlueRock Capital Advisors, and Clearstone Insurance Services. Qmulate serves individual and high-net-worth clients, small businesses, and retirement plan sponsors with financial planning, coaching, investment consultation, and portfolio management. The firm emphasizes diversified, buy-and-hold investment strategies and provides primarily non-discretionary portfolio management, coordinating with third-party managers as needed.

Kellen Doop is a financial advisor at Maxwell Financial Group, Inc with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Maxwell Financial Group since 2017. Prior to that, he was affiliated with MML Investors Services Inc and Mass Mutual Life Insurance Company. Maxwell Financial Group serves individual clients, including high-net-worth individuals, as well as company and pension plan clients by providing investment supervisory services, financial planning, and third-party portfolio reviews. The firm employs a predominantly non-discretionary investment approach and offers retirement-focused educational seminars at no cost.

Brian Clay is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Clay Northam Wealth Management. He has worked at the firm since 2011 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Clay is involved in managing fixed insurance products including long-term life and health insurance. Clay Northam Wealth Management provides discretionary investment management and financial planning to individuals, trusts, estates, retirement plan participants, and select institutional clients. The firm employs a value-oriented investment approach with an emphasis on diversification and tactical asset allocation, managing over $300 million in assets across approximately 390 client relationships.

Jacob Weston is a financial advisor with Aligne Wealth Advisors Investment Management (AWAIM) in Los Angeles, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial and MassMutual Investors Services. Aligne Wealth Advisors Investment Management offers discretionary investment management, financial planning, pension consulting, and private fund management to individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a global macroeconomic-driven investment approach, using model portfolios primarily composed of mutual funds and ETFs, and manages a private global macro opportunities fund with a performance-based fee structure.

Anthony Glomski is a financial advisor at AG Asset Advisory, LLC, holding a Series 65 designation with 16 years of industry experience. He has worked at AG Asset Advisory since 2010. In addition to his advisory role, he is an independent insurance agent specializing in life and long-term care insurance. AG Asset Advisory provides discretionary and non-discretionary investment management, wealth advisory consulting, pension consulting, and pooled-investment consulting services to individuals, high-net-worth clients, plans, and trusts. The firm manages approximately $440 million across about 35 client relationships and employs a blend of fundamental, technical, and charting analysis, including the use of derivatives and third-party money managers in client accounts.

William Fowls is a financial advisor at Schauer Investment Management, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Allstate from 2021 to 2023. Schauer Investment Management, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs fundamental analysis, documents client objectives in an Investment Policy Statement, and conducts quarterly account reviews, managing a range of investment types including equities, fixed income, mutual funds, and real estate funds.

David Fleer is a CFA® charterholder with 26 years of industry experience. He has been with Bristlecone Value Partners, LLC since 2004 and previously worked at Oppenheimer and CIBC World Markets Corp. Outside of finance, he owns a restaurant and café in Los Angeles, where he handles bookkeeping duties. Bristlecone Value Partners, LLC provides discretionary investment advisory and asset management services to individuals, families, high-net-worth clients, trusts, charitable organizations, and institutions. The firm mainly employs value-oriented equity strategies with a focus on microcap companies and manages both separately managed accounts and a private pooled microcap fund using fundamental analysis and intrinsic-value estimates.

Andrew Brooks is a financial advisor at Village Wealth Advisors with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Avalan, LLC and B&B Premier Insurance Solutions, Inc. Outside of his advisory role, he is involved with Pizzola Insurance as an insurance producer. Village Wealth Advisors provides financial planning and discretionary portfolio management to individuals and high-net-worth clients. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified allocations across various asset classes and incorporating tax-efficiency and risk considerations.

Robert Kahn is a Series 65–licensed financial advisor with AlphaNext, LLC in Los Angeles, California, bringing 11 years of industry experience. He previously worked at Alpha Analytics Investment Group, LLC for five years before joining AlphaNext in 2018. Outside of his advisory work, Mr. Kahn manages a rental real estate investment business and holds an ownership interest in Alpha Analytics, LLC. AlphaNext serves individual and high net worth clients, as well as trusts, estates, and charitable organizations, providing asset management, financial planning, and consulting services. The firm employs a combination of fundamental and sector analysis with diverse asset allocation strategies, including alternative investments and private equity, managing portfolios on a discretionary basis with ongoing monitoring and rebalancing.

Charles Russo Jr. is a CFP® professional with 26 years of experience at Classic Financial & Insurance Services, Inc. in Westlake Village, CA. He is also a licensed insurance agent and dedicates part of his time to this independent insurance business. Classic Financial serves individual and high-net-worth clients by providing portfolio management, ERISA plan advisory services, and access to third-party manager programs. The firm’s investment approach combines fundamental and technical analysis with a focus on long-term capital appreciation and income, managing both discretionary and non-discretionary accounts.

Daniel Heyman is a CFA® and PFS™ credentialed advisor with 15 years of experience in the financial industry. He is principal of Heyman Wealth Management, LLC, where he has worked since 2010, and also operates a CPA professional corporation providing accounting, tax preparation, and business consulting services. In addition to his financial advisory work, Heyman manages a coworking facility and oversees several real estate-related entities. Heyman Wealth Management offers discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of active and passive investment strategies guided by asset allocation and modern portfolio theory, with portfolios managed on a discretionary basis using third-party custodians.

Timothy Streufert is a financial advisor at Private Financial Counseling with eight years of industry experience. He holds a Series 65 designation and has previously worked at NinePointTwo Capital LLC and Ares Management. He is also the founder, principal, and Chief Compliance Officer of NinePointTwo Capital LLC. Private Financial Counseling provides discretionary wealth and portfolio management primarily for individuals and high-net-worth families, as well as trusts, retirement-plan participants, corporations, and charitable organizations. The firm uses a proprietary quantitative rules-based selection approach combined with fundamental and third-party research to manage portfolios with a medium- to long-term focus.