Harold Nachtrieb is a CFA® charterholder with eight years of industry experience. He is a financial advisor at ConvexBeta Investments, LLC, where he has worked since 2018, following earlier roles at Xebec Investment Advisors and KEY BANK. He holds Series 63 and Series 65 licenses and is based in Hermosa Beach, CA. ConvexBeta Investments provides discretionary and non-discretionary portfolio management for individual investors, trusts, IRAs, and small businesses, offering equity, fixed-income, and blended strategies. The firm employs an active, tax-aware investment process that integrates strategic allocation, security selection, tax-loss harvesting, and cost management techniques, working closely with clients' tax, accounting, and estate-planning professionals.

Philip Demuth is a financial advisor at Conservative Wealth Management LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Conservative Wealth Management since 2003. In addition to his advisory work, Mr. Demuth is a writer, dedicating about a quarter of his workweek to this activity. Conservative Wealth Management provides tailored asset management and ongoing account supervision to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs quantitative analysis, including Monte Carlo simulations, to inform investment decisions and manages diversified portfolios with a focus on academic factor exposures and liquid alternatives.

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.

Kelsey Wilson is a CFP® professional with 10 years of experience in financial advisory services. He is currently with BlackLines Financial and has prior experience at Innovation Partners LLC and Northwestern Mutual Investment Services LLC. In addition to his advisory role, Kelsey is licensed as an insurance agent, selling life insurance, disability, long-term care, and annuities products. BlackLines Financial serves individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, retirement and pension plan services, and comprehensive financial planning. The firm employs client-specific investment policies and combines various analytical approaches while providing cash management and tax preparation support.

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.

Phillip Cook is a financial advisor with Mogul Wealth Management, Inc. in Manhattan Beach, CA, holding a Series 66 designation and over 51 years of industry experience. He has worked at several firms, including LPL Financial LLC and CETERA Advisor Networks LLC, and has been with Mogul Wealth Management since 2007. Outside of his advisory work, he serves as a board member for the Manhattan Beach Historical Society. Mogul Wealth Management provides investment supervisory services, financial planning, and pension consulting to individuals, retirement plans, and business entities. The firm manages approximately $59 million across 143 client relationships, employing fundamental and cyclical analysis to construct diversified portfolios with regular reviews and reporting.

David Swift is a financial advisor at Second 50 Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Signature Estate & Investment Advisors, Royal Alliance Associates, and Ashton Thomas Private Wealth. He is also a licensed insurance agent operating his own insurance sales and service business. Second 50 Financial provides tailored investment advice and financial planning to individuals, high-net-worth clients, and various business entities. The firm manages discretionary portfolios using diversified investments and employs a process combining fundamental analysis, asset allocation, and manager due diligence.

George Johnson is a CFP® professional with 21 years of industry experience. He is a principal at Alessandra Capital Management, LLC and has held roles at LPL Financial LLC, Cetera Advisors LLC, and First Allied Advisory Services, Inc. He also manages George Johnson Management Inc., a separate business entity. Alessandra Capital Management, LLC provides discretionary portfolio management, wrap-fee portfolio options, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm customizes advice based on client goals and risk tolerance, employs various analytical methods and tactical strategies, and offers both wrap and non-wrap account structures.

Thomas O'Connell is a financial advisor at HG Wealth Partners LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Hilltop Securities, Western International Securities, and currently with both Horton Group Inc. and Carnegie Wealth Management LLC. Outside of his advisory role, he is a limited partner in McConnell's Fine Ice Cream, an ice cream shop in Pacific Palisades, CA. HG Wealth Partners LLC provides discretionary portfolio management and hourly financial planning to individuals, families, trusts, and select institutional clients. The firm tailors portfolios based on fundamental analysis and client objectives, operating with discretionary authority while monitoring third-party managers and directing clients to independent custodians.

Patrick Jarrell is a financial advisor at NorthWoods Financial Partners LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Bank of America. Jarrell is also involved with Emerson Equity LLC as a registered representative in brokerage services. NorthWoods Financial Partners LLC is a small advisory firm serving individual clients with discretionary and non-discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm uses a variety of investment analyses and strategies tailored to each client's goals, managing accounts with quarterly reviews.

Renee Cohen is a CFP® with 10 years of industry experience, currently serving as a financial advisor at BlackLines Financial. She previously worked at Northwestern Mutual in various roles from 2015 to 2024. Outside of her advisory work, Renee is also licensed as an insurance agent and sells life insurance, disability, long-term care, and annuity products. BlackLines Financial serves individual and high-net-worth clients, as well as business entities, providing discretionary portfolio management, retirement and pension plan services, and financial planning. The firm employs client-specific investment policies with long-term strategies and incorporates insurance products and third-party arrangements within its advisory services.

I Jung Hsiao is a financial advisor at Halcyon Investment Advisor with a Series 65 credential and four years of industry experience. His previous roles include positions at Alpha Helix Asset Management Company Limited and Nanshan Life Insurance Company. Halcyon Investment Advisor offers fee-only investment advisory and financial planning services to a range of clients, including individuals, families, trusts, and pension plans, with specialized family office services for high-net-worth families. The firm employs a globally oriented investment approach combining fundamental, cyclical, and quantitative analysis with diversified asset allocation and multi-dimensional risk management.

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.

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.

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.

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.