Allison Flume is a financial advisor at Angeles Family Office with seven years of industry experience. She holds Series 65 and Series 66 licenses. Her prior experience includes nine years at CH Investment Partners and five years as a self-employed advisor. Angeles Family Office serves a small, high-balance client base, providing financial planning, consulting, and investment management alongside family office services such as bill paying and tax planning. The firm manages diversified portfolios tailored to client objectives and operates through an affiliate structure that offers shared model portfolios and private fund opportunities.

Brenden O'Connell is a financial advisor at Leyland Cypress, LLC with a Series 65 credential and two years of industry experience. Prior to joining Leyland Cypress in 2022, he worked at UCLA's Department of Economics and held other roles in education. Leyland Cypress provides investment monitoring and recommendation services primarily to individual clients and other entities, using a tailored onboarding questionnaire to guide asset allocation and investment selections. The firm employs a quantitative ETF arbitrage strategy and emphasizes daily account monitoring and frequent performance reporting.

Jessie Hale is a CFP® professional with two years of industry experience, currently serving at Vita Wealth Advisors, LLC. Prior to joining Vita Wealth Advisors, Hale worked for 19 years at The Northern Trust Company. Vita Wealth Advisors provides wealth management services to high-net-worth individuals, trusts, family LLCs, private foundations, and family businesses. The firm’s investment approach integrates strategic asset allocation, security selection, portfolio optimization, and quantitative methods, managing portfolios on a discretionary basis with ongoing monitoring.

John Silvers is a financial advisor at AlphaNext, LLC with six years of industry experience. He holds the Series 63 designation and has been with AlphaNext since 2019. In addition to his advisory role, he is self-employed as an insurance agent, primarily selling fixed indexed annuities, whole life, and health insurance. AlphaNext serves individual and high net worth clients, trusts, estates, and charitable organizations by providing asset management, financial planning, and consulting services. The firm employs a diversified investment approach that includes alternative investments, private equity, and complex instruments alongside traditional securities, managing approximately $63.4 million in discretionary assets.

John Bollinger is a CFA® charterholder and founder of Bollinger Capital Management, Inc., where he has worked since 1988, totaling over 35 years of experience in the financial industry. He is known for creating and selling technical analysis algorithms, indicators, and tools through his work on Bollinger Band Tool Kits and related websites. Bollinger Capital Management provides discretionary portfolio management and advisory services to individuals, high net worth clients, trusts, and estates. The firm employs a technical analysis and quantitative methodology-based investment approach, offering both managed accounts and model strategies to advisors and end clients.

Marcus Sitrin is a financial advisor at Sitrin Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sitrin Capital Management since 2016. The firm is 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 employs a top-down investment process focused on the S&P 500, combining fundamental, technical, and cyclical analysis to build portfolios primarily from individual equities, with fixed income and ETFs used selectively.

Li Wei Chang is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at 7Summit Advisors, LLC since 2014. He is a member of the RIA Advisory Board at Guggenheim Investments and provides financial guidance to athletes as a Registered Player Financial Advisor for the NFLPA. 7Summit Advisors offers discretionary investment supervisory services and financial planning to individuals, charitable organizations, and pension or profit-sharing plans. The firm employs a variety of analytical methods and strategies, including recent additions such as private equity, and manages held-away retirement accounts using a third-party platform with tax-efficient asset location and regular reporting.

Jason Oclaray is a financial advisor at Angeles Family Office with 10 years of industry experience. He holds Series 66 and Series 65 licenses and previously worked at XO Capital LLC, Algonic Partners LLC, and Wells Fargo Investments. Angeles Family Office provides financial planning, consulting, and both discretionary and non-discretionary investment management to a select group of high-balance clients, including individuals, trusts, estates, and philanthropic organizations. The firm integrates traditional wealth management with comprehensive family office services and employs a diverse range of investment strategies across multiple asset classes.

Jade Chien is a financial advisor at Zuckerman Capital Management, LLC with eight years of industry experience. She holds a Series 65 designation and has been with the firm since 2015. Zuckerman Capital Management serves individual investors, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses, providing customized financial planning and investment consultation. The firm employs an investment approach that combines modern portfolio theory with established principles, emphasizing diversified asset allocation and the use of actively managed mutual funds and ETFs.

Sarah Gatens is a financial advisor with Gatens Financial, LLC in Los Angeles, CA. She holds the Series 65 designation and has been with Gatens Financial since 2024. Prior to her advisory role, she worked in various positions across multiple industries, including a role at Oomph Sweets in 2024 and Wondery Outdoors in 2023–2024. Gatens Financial is a small SEC-registered advisory firm managing approximately $27.8 million for around 20 clients, including high-net-worth individuals, trusts, estates, and corporations. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services, employing a variety of analytical methods and investment strategies tailored to client goals and risk tolerance.

Kathleen Adams is a CFP® professional with 27 years of industry experience, currently serving at Second 50 Financial. Her prior roles include positions at Ashton Thomas Private Wealth, Royal Alliance Associates, Signature Estate & Investment Advisors, and Waddell & Reed. She is also the author of an investment-related book. Second 50 Financial advises individual and high-net-worth clients, offering discretionary portfolio management alongside financial planning and consulting. The firm utilizes a turnkey asset management platform with access to Independent Managers and incorporates licensed AI software to support research and operations, while maintaining human oversight of investment decisions.

Julia Fahlen is a CFP® and Series 66 licensed advisor at Silicon Beach Wealth, LLC with two years of industry experience. She previously worked at SES Inc. and Seia LLC before joining Silicon Beach Wealth in 2025. Prior to her financial advisory career, she spent over a decade as a homemaker. Silicon Beach Wealth, LLC provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients. The firm employs a multi-method investment approach, including fundamental and quantitative analysis, and utilizes strategies such as concentrated equity growth, options trading, and margin transactions, distinguishing itself with active use of leverage in client accounts.

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.

Darin Bemis is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Lederer & Associates Investment Counsel since 2000. He holds the Series 63 designation and is based in Long Beach, CA. Lederer & Associates provides discretionary investment supervisory services to individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. The firm manages concentrated equity and fixed-income portfolios using growth-at-a-reasonable-price and equity income strategies, with active fixed-income positioning and monthly investment committee reviews.

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 in Los Angeles, CA, holding a Series 65 designation with five years of industry experience. He has worked with Westwood Wealth Management since 2021 and previously held roles at Brennan & Company and California State University Long Beach. Westwood Wealth Management provides discretionary portfolio management and advisory services to individuals, pension and profit-sharing plans, business entities, and pooled investment vehicles. The firm also manages a private pooled vehicle for sophisticated investors and employs strategies that include both long- and short-term positions using fundamental and technical analysis.

Jinfeng Su is a CFP® certificant and holds a Series 65 license with nine years of industry experience. Su has been with McIntosh Capital Advisors, Inc. since 2017 and previously worked at Sterling Bank & Trust and American Income Life Insurance Company. Outside of investment advising, Su provides tax preparation services as an Enrolled Agent. McIntosh Capital Advisors is a small, supported registered investment adviser serving individual clients, including high-net-worth households, as well as corporations and small businesses. The firm employs a disciplined asset allocation strategy that combines primarily passive investments with selective active allocations, managing portfolios through a wrap fee program with quarterly reporting and periodic reviews.

Kevin Mansell is a financial advisor at Kodiak Capital Advisors LLC with five years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Edward Jones and the Department of Water and Power. Kodiak Capital Advisors LLC provides discretionary portfolio management for individuals and high-net-worth clients, focusing on individualized investment policy statements and continuous portfolio supervision. The firm’s approach is based on fundamental analysis and may include a range of securities and options strategies, with an emphasis on small- and medium-cap investments.