David Barr is a CFP® with four years of industry experience, currently affiliated with California Financial Partners, Inc. He has previously worked at LPL Financial, LLC, and has experience outside finance in roles at Rancho Grande Cantina and the Parkhill School District. California Financial Partners, Inc. provides financial planning and consulting services to individuals, business entities, and pension and profit-sharing plans. The firm follows a structured planning process, focusing on fundamental analysis and public research, and does not manage client assets or engage in discretionary portfolio management.

Hakop Seropian is an advisor at Tamar Securities, LLC with Series 65 and Series 63 licenses and one year of industry experience. His previous roles include positions at Bank of America and several other companies in various industries. Tamar Securities, LLC offers discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.52 billion in discretionary assets through proprietary model programs that combine global value and sector analysis with qualitative and quantitative screening across multiple asset classes.

Eric Lecours is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Tamar Securities, LLC and has prior experience at Purshe Kaplan Sterling Investments, Silversage Advisors, Geneos Wealth Management, Bank of America, and Merrill Lynch. Lecours also operates under the DBA Firefighter's United, providing financial planning and wealth management services. Tamar Securities, LLC advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm combines top-down sector and “Super Cycle” analysis with bottom-up security selection and quantitative screening, offering discretionary portfolio management, standalone planning, and access to multiple model-portfolio programs.

Simon Hobbs is a financial advisor at California Financial Partners, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, LLC since 2018. He was previously involved with Silver Ring Productions LLC, a business entity used for investment purposes. California Financial Partners provides financial planning and consulting services to individuals, business entities, and pension and profit-sharing plans. The firm utilizes a structured planning process and fundamental analysis, focusing on planning rather than discretionary portfolio management.

Emily Logan is a CFP® and Series 66-registered financial advisor with 15 years of industry experience. She is affiliated with California Capital Management and Purshe Kaplan Sterling Investments. Outside of her advisory roles, she serves as successor trustee for a family trust. California Capital Management provides investment advisory services to individuals, trusts, pension plans, and corporate entities. The firm offers customized portfolio management through a wrap fee program and retirement plan consulting, managing approximately $358 million in discretionary assets for a client base of several hundred accounts.

Hagop Karadanaian is a financial advisor at Lazari Capital Management, Inc. with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at institutions including Western Alliance Bank, Vanderbilt Financial Group, Merrill, Primerica, City National Bank, and Citigroup. Lazari Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and an affiliated private fund. The firm offers portfolio management, estate and retirement planning, pension consulting, and access to a broad range of investment strategies with both discretionary and quantitative approaches.

Jason Lane is a financial advisor with Vance Wealth in Santa Clarita, CA, holding Series 65 and Series 66 licenses and nine years of industry experience. He has worked at Vance Wealth since 2020 and previously held roles at Raymond James Financial Services and Clear Structure Financial Technology. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations, managing approximately $893.6 million in assets. The firm’s investment approach focuses on long-term, fundamentally driven strategies with customized portfolios emphasizing ETFs and mutual funds, supplemented by individual securities and third-party managers as appropriate.

Calvin Hedman is a financial advisor with Vance Wealth, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Catalina Capital Group LLC and EP Wealth Advisors and manages Hedman Partners LLP, a public accounting firm. Outside of advisory work, Hedman serves as co-chair of the Santa Clarita Valley Economic Development Corporation’s Board of Directors and is involved with Real Life Church’s finance committee. Vance Wealth provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term, fundamentally driven investment approach using customized portfolios of ETFs, mutual funds, individual securities, bonds, and third-party managers.

Thuan Lam is a financial advisor with Providence Financial and Insurances, Inc., holding a Series 66 credential and 20 years of industry experience. He previously worked at Lincoln Financial Securities and Osaic FS, Inc. for 14 years before joining Providence Financial. Outside of his advisory role, he owns Artizan Images, a wedding and event photography business. Providence Financial and Insurance Services is a team adviser serving individual and high-net-worth clients with discretionary investment management, financial and estate planning, and insurance brokerage. The firm employs a buy-and-hold strategy focused on income-producing securities and offers estate-planning legal services through an affiliated in-house legal practice.

David Sirin is a financial advisor at Tamar Securities, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, TD Ameritrade, Inc., and operated Siren Laboratories, LLC. Tamar Securities advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm combines top-down sector and “Super Cycle” analysis with bottom-up security selection and quantitative screening, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Shawn Hsieh is a financial advisor at Highline Wealth Partners in Sherman Oaks, CA, with 16 years of industry experience. He holds the CFP®, CFA®, and Series 66 credentials. Prior to joining Highline Wealth Partners in 2018, he worked at City National Bank, DFPG Investments, Inc., and American Financial Network Advisory Services, LLC. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities by providing investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s Investment Committee oversees portfolio decisions and offers participant education and quarterly portfolio reviews, supported by third-party technology for retirement plan management.

Dominick Savo is a financial advisor at Tamar Securities, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Tamar Securities since 2015. Outside of his advisory role, he is involved in ownership of a restaurant group operating ten locations in Southern California. Tamar Securities advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection across discretionary portfolio management, financial planning, and multiple model-portfolio programs.

Jay Henriksen is a financial advisor at J K R & Company, Inc. with eight years of industry experience. He holds a Series 65 designation and has a background that includes a 20-year tenure at Medtronic prior to joining J K R & Company in 2018. J K R & Company provides investment management, financial planning, and retirement plan services to individuals, high net worth clients, and plan sponsors. The firm delivers customized portfolios with ongoing monitoring and offers written financial plans, managing significant discretionary and retirement plan assets.

Payton Thompson is a financial advisor at Dew Point Capital with a Series 65 designation and one year of industry experience. Prior to joining Dew Point Capital, Thompson held roles at Pepperdine University, JRK Property Holdings, and NorthStar Ski Resort. He also has experience as a member of the Boothbay Harbor Yacht Club. Dew Point Capital is an SEC-registered advisory firm that provides fee-based discretionary portfolio management, financial planning, retirement income planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages approximately $512 million in client assets and employs a strategic allocation approach that incorporates fundamental and cyclical analysis with a long-term purchase strategy and occasional short-term adjustments.

Aryan Golzar Shabestary is a financial advisor at Navalign, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Navalign, he worked at BNY and F.G. Consulting, where he accumulated over a decade of experience. Navalign is a team firm serving individuals, retirement plans, trusts, and business entities with investment advisory and planning services. The firm employs a fiduciary approach that includes portfolio tailoring, quarterly reviews, and rebalancing, while also offering comprehensive planning services covering corporate tax, business transitions, and pension consulting.

Kevin Lum is a CFP®-credentialed financial advisor with seven years of industry experience. He has worked at Foundry Financial LLC since 2019 and previously spent six years at The Table. Outside of his advisory role, he dedicates time weekly to managing insurance sales. Foundry Financial LLC offers discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and charitable organizations. The firm uses a risk-based, diversified investment approach with adviser-held discretion to manage long-term client portfolios.

Harley Wedgbury is a CFP® with 26 years of industry experience, currently serving at California Financial Partners, Inc. since 2001. He also maintains a concurrent affiliation with LPL Financial. California Financial Partners provides financial planning and consulting services to individuals, business entities, and pension and profit-sharing plans, focusing on cash flow, retirement, tax, insurance, and estate planning. The firm follows a structured planning process and relies on fundamental analysis and public research sources in evaluating investments, without managing client assets or providing discretionary portfolio management.

Aram Urfalyan is a CFP® and ChFC® credentialed financial advisor at Acrylic Financial, Inc. with 11 years of industry experience. His prior roles include positions at Pruco Securities, LLC and J.P. Morgan Securities. Outside of his advisory work, he serves as CEO of Paper Tycoon Inc. and is licensed as a realtor and notary. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles. The firm employs a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management alongside one-time and ongoing planning.

Elizabeth Isaacs is a financial advisor at MBM Wealth Consultants, LLC with 14 years of industry experience. She previously worked at Edward Jones and Lincoln Financial Advisors Corporation. Isaacs holds Series 63 and Series 66 designations. MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets through tailored model portfolios that include equity and debt securities, ETFs, options, and other investment vehicles, combining fundamental, technical, and cyclical analysis.

Justin Van Orden is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He has worked at Prism Advisors, Inc. since 2023 and previously at Gingold & Company and EFE, Inc. Justin is based in Studio City, CA. Prism Advisors, Inc. provides investment advisory and planning services to individuals, trusts, employer retirement plans, and business entities, offering discretionary portfolio management, financial planning, and consulting. The firm emphasizes individualized portfolio management through wrapped accounts, employing a blend of fundamental, qualitative, and sector analysis alongside multi-asset allocation strategies.