Drew Cohen is a financial advisor at Davidson Kahn Capital Management, LLC with 5 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Capital Group and Goldman Sachs & Co. LLC. Outside of his advisory role, he is a part owner of Speedwell Research LLC, a firm that produces in-depth research reports and financial models. Davidson Kahn Capital Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as corporate and foundation clients. The firm combines fundamental and quantitative analysis with a long-term investment approach, managing assets in-house and preparing tailored Investment Policy Statements for each client.

Taylor Snider is a CFP® certificant with eight years of industry experience. He is currently an advisor at Kanan Advisors, where he has worked since 2025, and previously held roles at Integrity Financial Corporation, Centaurus Financial Inc., Tremblay Financial Services, PayJunction, and Mission Wealth. Kanan Advisors is a fee-only registered investment adviser serving employer plan sponsors, corporate clients, and business owners. The firm provides investment management, financial planning, and retirement plan consulting, employing a mix of fundamental, technical, and modern portfolio theory approaches while often acting as a discretionary ERISA investment manager.

H. Steven Shrier is a financial advisor at Shrier Wealth Management, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 44 years of industry experience. He worked at Linsco/Private Ledger Corp. for 27 years before joining his current firm in 2025. He serves in a fiduciary capacity for 401(k) profit-sharing plans through Shrier Wealth Management. Shrier Wealth Management advises individuals, trusts, nonprofit organizations, pension and profit-sharing plans, and corporate clients, providing asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-method investment approach and offers active management of donor-advised fund assets alongside services such as corporate structure analysis and real estate analysis.

Mark Tennenbaum is a financial advisor at Leyland Cypress, LLC with a Series 65 credential and three years of industry experience. He serves as Chief Financial Officer for multiple businesses, including Life UnLocked Partners LLC, an investment advisory firm, as well as MailRoute, Inc., an email security company, and SCBI Online Store, LLC, a skincare business. He has held CFO roles since 2011 across these entities. 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 choices. The firm employs a quantitative ETF arbitrage strategy with daily account monitoring and regular client reporting.

Brooke Boyd is a financial advisor with MDRN Wealth, holding Series 65 and Series 66 licenses and five years of industry experience. Prior to joining MDRN Wealth, she worked with firms including Apollo Global Securities, Athene Securities, and The Vanguard Group. MDRN Wealth serves individual and high-net-worth clients with portfolio management, financial planning, and estate-planning services through a partnership with Encore Estate Plans. The firm uses a fiduciary approach combining fundamental analysis and modern portfolio theory, offering both discretionary and non-discretionary management across a broad range of investment types.

Marilyn Cohen is a financial advisor at Envision Capital Management Inc in Los Angeles, CA, holding a Series 63 designation with 31 years of industry experience. She has been with Envision Capital Management since 1995. Envision Capital Management provides discretionary portfolio management exclusively for high-net-worth individual clients, managing approximately $334 million across 226 accounts. The firm’s investment approach emphasizes fixed-income and other marketable securities, combining fundamental and technical analysis to develop individualized policies with a focus on longer-term holdings.

David Karin is a financial advisor at Innovation Partners LLC with 31 years of industry experience. He previously worked at Western International Securities, Inc. for 13 years. Karin holds a Series 63 designation and is also involved as an agent selling fixed and FIA annuities through CPS Insurance. Innovation Partners LLC provides investment advisory, actuarial and benefits consulting, insurance consulting, and related financial and management consulting services to a diverse client base, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and government entities. The firm offers customized investment strategies through discretionary managed accounts and third-party model portfolios, supported by a large network of representatives and a unique combination of broker-dealer registration and insurance agency services.

At Bridge The Gap we purposefully choose to work with a small number of clients per advisor, so each client’s situation can be served as a priority. This provides clients with a partnership that goes deeper into your financial planning needs. Our goals is to be the go to for all things financial, and to be your accountability partner in implementation. Many advisors draft clients a plan, but we work to together to live it. We have ongoing planning conversations with our clients around investments, risk management, liquidity analysis, estate planning, tax planning, tax efficiency, and goal fulfillment.

Joseph Malhas is a financial advisor at Private Financial Counseling in Los Angeles, CA, with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including NinePointTwo Capital, Freeman Spogli & Co., Merrill, BOFA Securities, Ares Management, and UCLA. He is the founder and principal of NinePointTwo Capital, an SEC-registered investment adviser. Private Financial Counseling provides discretionary wealth and portfolio management primarily to individuals and high-net-worth families, offering customized investment strategies across various asset classes. The firm’s approach integrates quantitative models with fundamental and third-party research, managing portfolios with a medium- to long-term focus and incorporating a diverse set of investment tools tailored to client objectives.

Sara Blandford is a financial advisor at Brave New Wealth with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Dimensional Fund Advisors and Wealth.com. Brave New Wealth provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, business entities, and pension plans, including clients with cross-border or foreign-currency needs. The firm employs a core/satellite investment approach that combines diversified, factor-tilted core allocations with alternatives and targeted return enhancers, utilizing derivatives-based tools and structured strategies to address tax, liquidity, and concentrated position management.

Nicholas Willenbring is a financial advisor at MD Wealth Partners, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. He has been with MD Wealth Partners since 2019. MD Wealth Partners serves individual and high-net-worth clients, as well as some business clients, providing investment management through third-party managers, financial planning, and consulting services. The firm emphasizes value, safety, quality, and risk control, using the AssetMark platform to tailor portfolio management to client objectives and risk tolerance.

Brian Thomas is a financial advisor at AG Asset Advisory, LLC in Los Angeles, CA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with AG Asset Advisory since 2012. AG Asset Advisory provides discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth clients, pension plans, trusts, and other entities. The firm employs a combination of fundamental, technical, and charting analysis, may use options strategies, and manages approximately $409 million for a small client base.

Amir Navab is a financial advisor at Great Gable Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Morgan Stanley Private Bank, RBC Capital Markets, and City National Bank. Outside of financial services, he serves on the Finance/Audit Committee of Valley Community Healthcare, a nonprofit providing free healthcare to low-income families. Great Gable Wealth Management offers discretionary portfolio management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm manages balanced portfolios focused on capital appreciation through a combination of equity and fixed-income investments, employing value-based metrics and competitive advantage assessments.

Hannah Boundy is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. She has worked at Sherwood Financial Partners, LLC since 2019 and previously at Cedarstone Advisors, Inc. from 2015 to 2019. Sherwood Financial Partners serves individual and high-net-worth clients as well as charitable organizations, offering discretionary portfolio management, financial planning, multi-generation family office services, and basic federal and state tax preparation. The firm uses a value-based indexing approach combined with active fixed-income management and emphasizes long-term trading with ongoing portfolio monitoring under discretionary authority.

Mark Kennedy is the managing member of Kennedy Wealth Management, LLC, holding Series 63 and Series 66 licenses with 18 years of experience at the firm and over 33 years in financial services through Kennedy Financial & Insurance Services, Inc. He has served as president and insurance agent at Kennedy Financial & Insurance Services since 1993. Kennedy Wealth Management provides fee-based financial planning and consulting to individual and high-net-worth clients, focusing on areas such as tax and estate planning, retirement planning, education funding, and investment advice. The firm delivers client-specific analysis and refers clients to third-party money managers for portfolio management without discretionary trading authority.

Allen Minassian is a financial advisor with Private Wealth Solutions, LLC, holding a Series 63 designation and over 31 years of industry experience. He has been with Private Wealth Solutions since 2017 and Kovack Securities, Inc. since 2008. Outside of advisory work, Minassian performs bookkeeping and trust settlement duties in a limited capacity and is involved in fixed annuity and term insurance sales. Private Wealth Solutions serves individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses with asset management, financial planning, and retirement plan consulting. The firm employs a primarily non-discretionary approach to portfolio management, utilizing a range of investment vehicles and combining fundamental and technical analysis with modern portfolio theory and strategic asset allocation.

Theodore Fischer is a CFP® with 22 years of industry experience and has been with Fischer Investment Strategies, LLC since 2011. He works at a firm based in Westlake Village, CA, that includes four advisors and holds a Series 63 designation. Fischer Investment Strategies provides discretionary asset management, retirement plan consulting, and financial planning services to individuals, trusts, estates, and pension plans. The firm manages approximately $251.9 million in assets on a discretionary basis and follows a long-term, globally diversified investment approach based on Modern Portfolio Theory, typically emphasizing low-turnover, passively managed funds and investment-grade fixed income.

Eric Puckett is a CFP® with six years of industry experience, currently affiliated with Private Wealth Solutions, LLC in Calabasas, CA. His prior work includes roles at Kovack Securities, Inc., New York Life, and multiple church organizations. Private Wealth Solutions advises individuals, trusts, pension and profit-sharing plans, and corporate clients through asset management, financial planning, and retirement consulting. The firm offers tailored portfolio management with a focus on non-discretionary oversight and utilizes Schwab’s institutional platform while acknowledging ERISA fiduciary responsibilities for retirement plan clients.

Adam Scott is a CFP® and holds a Series 66 license with 16 years of experience in financial advising. He has worked at WellAcre Wealth Management LLC since 2020, following a decade at Westside Investment Management, LLC and concurrent experience with LPL Financial LLC from 2009 to 2020. WellAcre Global Wealth Advisors serves individual clients, trusts, retirement plans, and businesses, managing approximately $101 million across about 82 accounts. The firm offers a broad range of services including asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, employing multiple analysis techniques and investment strategies tailored to client objectives.

Amy Marshall is a financial advisor at S&F Investment Advisors with four years of industry experience and holds a Series 65 designation. She has been with S&F Investment Advisors since 1988. Outside of her advisory role, she operates a bookkeeping service unrelated to investments. S&F Investment Advisors provides discretionary portfolio management to individual and high-net-worth clients, pension plans, and business entities through model portfolios, separately managed accounts, and income strategies. The firm employs fundamental and technical analysis, event-driven strategies involving listed options, and offers performance-based fees for certain accounts.