Nayivi has been in the industry for over 13 years. She holds a Certified Financial Planner™ designation and is a member of the UCLA Alumni Association and the Association of Latino Professionals in Finance and Accounting (ALPFA). In Westlake, she was a founding member of Women 2 Women, a group focused on meaningful connections for personal and professional growth. Her areas of expertise include retirement planning and long-term investment management. She enjoys seeing clients make sound financial decisions and enjoying the fruits of their labor. Nayivi received a bachelor’s degree in Political Science and History from the University of California Los Angeles and an MBA in Financial Planning from the California Lutheran University. For the past 8 years, she lives in Mission Hills, CA with her husband and daughter.

Matthew Davis is a CFP® with 14 years of experience and has been with Financial Planning for Generations, Inc. since 2011. He holds a Series 65 license and also works as a Licensed Professional Fiduciary. Financial Planning for Generations, Inc. provides personalized, fee-only financial planning and investment advice to individuals, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using a core-and-satellite approach, focusing on passive index and ETF core holdings combined with selective active funds, and delivers advice through consultations and written evaluations without exercising trading or custody authority.

Alexander Anderson Jr. is a financial advisor at Heyman Wealth Management, LLC, holding a Series 65 designation. He has worked in the industry since 2008, with prior experience at Envision Capital Management for 12 years and independent ticket brokerage for three years. Heyman Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of passive and active strategies guided by modern portfolio theory, employing model portfolios and accommodating client-imposed investment restrictions.

Richard Winters is a financial advisor at Winters Financial Group, Inc. in Westlake Village, CA, holding Series 65 and Series 63 credentials with 25 years of industry experience. His prior firms include Mutual Securities and The Leaders Group, Inc. Winters Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm primarily follows a non-discretionary approach, offering portfolio management, standalone financial planning, and retirement plan consulting with an emphasis on asset allocation recommendations and client approval prior to transactions.

Ryan Humbert is a CFP® with 12 years of industry experience, currently serving as an advisor at Prism Advisors, Inc. He previously worked at Personal Resources Investment and Strategic Management, Inc. from 2018 to the present and at TDAmeritrade, Inc. from 2015 to 2018. Ryan holds the Series 66 and Series 65 licenses. Prism Advisors provides investment advisory and planning services to individuals, including high-net-worth clients, trusts, employer retirement plans, and business entities. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, using a mix of fundamental, qualitative, and sector analysis alongside multi-asset allocation strategies and various trading approaches.

Keith Gray is a financial advisor at Total Wealth Services, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities LLC for 11 years. Total Wealth Services, LLC serves individual investors, trusts, estates, and charitable organizations, offering financial planning, consulting, and discretionary portfolio management. The firm employs a manager- and style-agnostic approach, allocating assets to independent subadvisors and tailoring portfolios to client circumstances.

Lee Weinstein is a financial advisor at Innovative Wealth Building LLC with one year of industry experience. He has previously worked at Marcum and has been associated with LMW Financial since 2013. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a long-term investment approach guided by fundamental analysis and modern portfolio theory and offers tailored investment programs with regular monitoring and reporting.

Janika Domingo is a financial advisor at Manchester Financial Inc with a Series 65 designation and four years of industry experience. She has worked at Manchester Financial since 2020 and previously held roles at Urban Wealth Management and California State University, Northridge. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm uses individualized client profiles and multiple asset-allocation models to manage investments across various asset classes, employing both long- and short-term strategies where appropriate.

Michelle Gruber is a financial advisor at Alteri Wealth with 23 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and Bank of America, N.A. Gruber is also involved in client acquisition, investment management, and relationship management roles at both Alteri Wealth and Purshe Kaplan Sterling Investments. Alteri Wealth provides discretionary and non-discretionary investment management and financial planning services to affluent individuals, families, and institutional clients, including business owners, athletes, physicians, entrepreneurs, and entertainment industry executives. The firm employs a fundamental, long-term investment approach and manages approximately $566 million in assets.

Jon Rehurek is a CFP® certificant with 14 years of experience in the financial services industry. He has been with Alliance Advisory & Securities, LLC since 2015. Alliance Advisory & Securities, LLC provides investment management and financial planning primarily to individual clients, including high-net-worth individuals, as well as trusts, pension plans, charitable organizations, and other pooled vehicles. The firm’s investment process uses diversified model allocations and modern portfolio theory, offering both discretionary and non-discretionary portfolio services across various model groups and individual-security strategies.

Andy Chong is a CFA® charterholder with six years of industry experience. He has been with Highline Wealth Partners since 2020 and previously worked at BNY Mellon from 2016 to 2019. Highline Wealth Partners is a registered investment adviser that serves individuals, trusts, foundations, retirement plans, and various business entities. The firm offers investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, with portfolio decisions centralized through an Investment Committee.

Emily Xing is a CFA® charterholder and holds a Series 65 license. She is currently with Dew Point Capital and has been in the financial industry for one year. Prior to this, she was the Managing Director at Calistone Capital LLC, a hedge fund general partner, where she managed fund operations. Outside of her advisory role, she holds a California real estate broker license. Dew Point Capital provides fee-based discretionary portfolio management and financial planning to individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities. The firm uses a custom, strategic allocation approach based on fundamental and cyclical analysis, offering a range of investment instruments and monitoring accounts at least annually.

Gorge Salcedo is a financial advisor at Tamar Securities, LLC with two years of industry experience. He holds a Series 65 designation and previously worked for seven years at Candu Plumbing & Rooter. Outside of his advisory role, he owns and operates a private fitness gym. Tamar Securities provides discretionary portfolio management, financial planning, and consulting services to a diverse client base, managing approximately $1.52 billion in assets through a multi-advisor team of 17.

Annie Kim is a financial advisor at AR Asset Management, Inc. with 14 years of industry experience. She holds a Series 65 designation and has been with the firm since 2000. AR Asset Management, Inc. is an SEC-registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm’s investment approach focuses on fundamentally driven, long-term strategies using large-cap domestic and international stocks, tax-aware portfolio construction, and fixed income laddering, with additional recommendations for qualified clients including private placements and pooled investment vehicles.

Tara Koda is a financial advisor at California Capital Management with a Series 65 designation. She has been with the firm since 2023 and has prior work experience spanning roles in home support services and environmental services. California Capital Management offers investment advisory services to individuals, trusts, pension plans, and corporate clients, managing approximately $358 million in discretionary assets. The firm provides customized portfolio management through wrap fee programs and retirement plan consulting tailored to clients’ time horizons, risk tolerance, and goals.

Nick Garris is a financial advisor at TriaGen Wealth Management LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2008 to 2020 before joining TriaGen in 2020. TriaGen Wealth Management is a registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored, suitability-based investment process and utilizes a range of strategies and instruments, including third-party money managers, model portfolios, and options trading, while integrating operational AI tools for client service and back-office functions.

Gregory Zedlar is a financial advisor with California Capital Management in North Hollywood, CA, holding the ChFC® and Series 66 designations and bringing 22 years of industry experience. He has been with California Capital Management since 2004. Outside of advisory work, he is a co-trustee of the G & L Zedlar Family Trust and is involved with Conceptual Thinking, LLC, which invests in startups. California Capital Management provides investment advisory services to individuals, trusts, pension plans, and corporate entities with a focus on customized portfolio management. The firm manages approximately $358 million in discretionary assets for a client base of several hundred accounts, offering wrap fee programs and retirement plan consulting tailored to various time horizons and risk tolerances.

Richard Plamondon is a financial advisor at Lazari Capital Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lazari Capital since 2018, following a nine-year tenure at Mutual Securities. Outside of his advisory role, he is also a licensed insurance agent specializing in Medicare insurance products. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting services to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and a private fund. The firm employs a multifaceted investment approach that includes fundamental, technical, cyclical, and quantitative analysis and manages accounts primarily on a discretionary basis.

Jeffrey Garagliano is a financial advisor at Alliance Advisory & Securities, LLC with 27 years of industry experience. He holds the Series 66 designation and has been with the firm since 1998. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individuals, including high-net-worth clients, as well as trusts, pension plans, and charitable organizations. The firm employs diversified model allocations based on modern portfolio theory, offering both discretionary and non-discretionary portfolio management alongside financial planning and held-away account services.

Matt Stadelman is a financial advisor at Navalign, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Navalign since 2018, following prior roles at Carter Jacobs, LLC and 1080 Financial Group. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for around 677 clients, employing a blend of fundamental analysis and various investment strategies, including the use of margin borrowing and options within separately managed accounts.