Thea Nesis is a Series 65-licensed financial advisor with seven years of experience, currently with Applied Wealth Management in Santa Monica, CA. She has held roles at Miracle Mile Advisors, LLC, and operates Thea Nesis LLC, where she provides consulting and solicitor services. Additionally, she has a background in law but does not actively practice. Applied Wealth Management serves individuals, business entities, charities, and retirement plans, offering comprehensive financial planning, portfolio management, and estate-planning support. The firm employs an investment approach centered on asset allocation and modern portfolio theory, utilizing custom model portfolios and third-party sub-advisers, with accounts typically managed on a discretionary basis.

Craig Farkas is a CFP® professional with over 27 years of experience at Harold Davidson & Associates, Inc. based in Los Angeles, CA. He has been with the firm since 1999 and continues to serve as an advisor there. Harold Davidson & Associates provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and businesses. The firm manages approximately $390.5 million across about 237 client relationships with a small advisory team, offering individualized portfolio management, planning services, and advice on employer retirement plans and private pooled vehicles.

Jeffrey Wolman is a financial advisor at WWM Advisory Inc. with 14 years of industry experience and holds a Series 65 designation. He has been with Wolman Wealth Management since 1995, where he provides both business management and investment advisory services, primarily for clients in the entertainment industry. Approximately 20% of his time is devoted to investment advisory work, with the remainder focused on business management. WWM Advisory Inc. offers investment advisory and portfolio management services mainly to individual clients, including high-net-worth individuals, and pension or profit-sharing plans associated with its affiliated business-management practice. The firm emphasizes asset allocation and mutual fund/ETF analysis to create tailored portfolios, with accounts reviewed quarterly and managed on a discretionary basis when appropriate.

Robert Hearn III is a financial advisor at Pacific Sun Financial Corp in Los Angeles, holding a Series 65 designation with three years of industry experience. Prior to his advisory role, he worked at Aqua Blue Pool and Spa, Inc. for four years. Pacific Sun Financial Corp provides discretionary portfolio management and investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages client accounts internally and offers tailored strategies using a variety of investment vehicles, emphasizing direct client contact and ongoing portfolio monitoring.

Jose Tejada Jr. is a financial advisor at Ratio Capital with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MUFG Union Bank and Unionbanc Investment Services. In addition to his advisory role, he serves as Vice President of Mortgage Lending at Guaranteed Rate and works as a mortgage and lending consultant for The Countermove, Inc. Ratio Capital is a state-registered investment adviser that provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as charitable organizations. The firm integrates general financial planning services and employs a model portfolio approach with oversight of Sub-Advisers to manage client assets.

Ivan Illan is a financial advisor at Aligne Wealth Advisors Investment Management (AWAIM) in Los Angeles, CA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC, MML Investors Services, and Mass Mutual Financial. Illan is also a licensed insurance agent selling long-term care, disability, life, fixed annuities, and health insurance products. Aligne Wealth Advisors Investment Management manages approximately $224 million for around 200 clients, including individuals, trusts, business entities, charitable organizations, and retirement plans. The firm employs discretionary investment management through four model portfolios, guided by proprietary global macroeconomic research, and emphasizes a long-term investment approach.

Douglas Lagerstrom is a financial advisor with Private Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has worked at Kovack Securities, Inc. since 2008 and has been with Private Wealth Solutions since 2017. Outside of his advisory role, he serves as president of a fixed insurance business. 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 offers a range of discretionary and non-discretionary portfolio management services and integrates commissionable securities and insurance product sales alongside advisory services.

Alex Lanzkowsky is a financial advisor at Davidson Kahn Capital Management, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management and Las Vegas Sands Corporation. Outside of his advisory role, he serves as CFO of Centennial Medical Group in Las Vegas, NV. Davidson Kahn Capital Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as corporate and foundation clients. The firm employs a combination of fundamental and quantitative analysis with a long-term investment orientation and manages client assets in-house.

Sam Namiri is a financial advisor at Ridgewood Investments with seven years of industry experience. He holds a Series 65 designation and has worked at Ridgewood Investments since 2018, following five years at Grand Slam Asset Management and a brief period as self-employed. Ridgewood Investments provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, foundations, pension plans, and business entities. The firm employs fundamental analysis and model-level portfolio construction with a long-term investment horizon, offering both traditional and private pooled investment vehicles.

Jens Spitta is a financial advisor at QCA Capital Management Inc with 56 years of industry experience. He has worked at Quincy Cass Associates, Incorporated since 1970. QCA Capital Management provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes personalized, actively managed strategies with a long-term focus and offers access to alternative investments as part of its comprehensive asset allocation approach.

Jessica Rosenberg is a financial advisor at JDM Financial Group LLC with 12 years of industry experience. She holds a Series 65 designation and has been with JDM Financial Group since 2015. In addition to her advisory role, she works as an insurance agent through various insurance agencies. JDM Financial Group primarily serves high-net-worth individuals and corporations, offering discretionary portfolio management, financial planning, and consulting services. The firm utilizes an asset-allocation approach favoring mutual funds and ETFs, incorporating fundamental analysis and behavioral finance, and provides both wrap-fee and non-wrap advisory services.

Julian Scott is a financial advisor at WellAcre Global Wealth Advisors in Santa Monica, CA, holding a Series 65 designation with one year of industry experience. Prior to joining WellAcre, he worked at Generate Capital and McKinsey & Company, and completed an MBA program at The Wharton School. WellAcre Global Wealth Advisors provides investment advisory and planning services to individuals, trusts, pension plans, and business entities. The firm employs multiple analytical methods to create tailored asset allocation strategies and offers a wide range of services including discretionary portfolio management, financial planning, and retirement plan consulting.

Jacques Soenens is a financial advisor with Great Gable Wealth Management, LLC in Beverly Hills, CA, holding a Series 65 designation and 24 years of industry experience. He has been affiliated with Great Gable Advisors and Great Gable Partners since 2004, and previously worked at Osmium Partners, LLC. He serves as Managing Partner and Chief Investment Officer of Great Gable Partners, leading the firm’s alternative investment strategy. Great Gable Wealth Management provides 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 using equity and fixed-income allocations combined with value-based analysis and competitive advantage assessments.

Ryan Sitrin is a financial advisor with Sitrin Capital Management, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Sitrin Capital Management since 2016, working within 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 uses a top-down investment approach focused on the S&P 500 to identify leading sectors and select individual equities, combining fundamental, technical, and cyclical analysis in its decision-making.

Azelia Betancourt is a financial advisor at Galliott Capital Advisors, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2016 to 2020. Betancourt is also affiliated with Insigneo Advisory Services, where she engages in portfolio creation and asset allocation. Galliott Capital Advisors is a family-office and investment advisory boutique serving high- and ultra-high-net-worth individuals, families, businesses, institutional clients, and retirement plan sponsors. The firm offers asset and portfolio management, financial planning, multi-family office services, and consulting, using a range of investment types including equities, fixed income, ETFs, options, and alternatives.

Peter Finkel is a CFA® charterholder and holds a Series 63 license, with six years of industry experience. He has been with Eliot Finkel Investment Counsel, LLC since 2003. Eliot Finkel Investment Counsel, LLC provides discretionary portfolio management for individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-oriented, income-focused investment approach emphasizing fundamental research and economic analysis, and it uses borrowing within separately managed accounts, a practice uncommon among peers.

John Boyd is a CFP® and holds a Series 66 license, with eight years of industry experience. He is the sole advisor at MDRN Wealth in Venice, CA, where he has worked since 2022. Prior to founding MDRN Wealth, he worked at Charles Schwab and Fidelity Brokerage Services. He is involved with the Arizona Department of Corrections, providing financial literacy education and pro-bono planning resources to incarcerated individuals preparing for reentry. MDRN Wealth LLC is an independent registered investment adviser serving individuals and high-net-worth clients with portfolio management, financial planning, and estate-planning services. The firm integrates fintech solutions to manage held-away accounts and employs a mix of fundamental analysis, modern portfolio theory, and diverse investment strategies, including private placements and derivatives.

Josh Graybill is a CFA® charterholder and a financial advisor at Bristlecone Value Partners, LLC, with 15 years of industry experience. He has been with Bristlecone since 2004, totaling 22 years at the firm. Bristlecone Value Partners provides discretionary investment advisory and asset management services to individuals, families, high-net-worth clients, trusts, charitable organizations, and other institutions. The firm focuses on value-oriented equity strategies and manages a private pooled microcap fund, emphasizing fundamental analysis and intrinsic-value estimates in its portfolio management.

Kumbirai Mtunga is a financial advisor at Private Wealth Solutions, LLC with 19 years of industry experience and holds a Series 66 designation. He previously spent 10 years at Stevens Foster Financial Advisors before joining his current firm. Private Wealth Solutions serves individuals, trusts, pension and profit-sharing plans, and corporate clients by providing asset management, financial planning, and retirement plan consulting. The firm emphasizes tailored, non-discretionary portfolio management and delivers planning work within defined engagements.

Jonas Lee is a financial advisor at Aligne Wealth Advisors Investment Management with 41 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC and MML Investors Services, Inc. He is also a licensed insurance agent specializing in non-variable insurance products such as life, disability, and long-term care insurance. Aligne Wealth Advisors Investment Management manages approximately $224 million for about 200 clients, including individuals, trusts, business entities, and charitable organizations. The firm employs a discretionary investment approach based on proprietary global macroeconomic research and offers financial planning and pension consulting services.