Kelly Volk is a Series 66-registered advisor at Ocean Path Advisors, LLC with one year of industry experience. Prior to joining Ocean Path Advisors, Volk worked at Fidelity Investments and held positions at Ernst & Young and KPMG LLP. Ocean Path Advisors provides ongoing portfolio management to individuals, high-net-worth clients, charitable organizations, and business entities, using investment policies tailored to each client’s goals, tax situation, and risk tolerance. The firm emphasizes broadly diversified, low-cost indexed investments alongside long-term trading, and employs margin and options strategies in certain accounts.

Michael Oconitrillo is a financial advisor with Secure Investment Management, LLC in Inglewood, CA, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. His work history includes roles at Cetera, Strategic Fortune Wealth Management, and Transamerica Financial Advisors, among others. Secure Investment Management serves individuals, business entities, trusts, and estates, providing financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing diversified, low-cost investment vehicles and customized portfolios tailored to client objectives.

Clete Albitz is a financial advisor with Cetera, holding the CFP® and CFA® designations and over 19 years of industry experience. He has been associated with various Cetera entities since 2005 and is also co-senior vice president of Albitz/Miloe & Associates Inc., an advisory business he has been involved with since 2006. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients, offering portfolio management, financial planning, and fiduciary solutions through a network of independent advisors. The firm combines advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions with unique retirement and fiduciary services integrated into its broader institutional platform.

Melissa Andrizzi Sobel is a financial advisor at CLG LLC with one year of industry experience. She holds the Series 65 designation and previously worked for seven years at Beach Cities Health District. CLG LLC serves a diverse group of individual and high-net-worth clients, as well as trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and related advisory services. The firm employs a variety of analytical methods and investment strategies, including the use of derivatives and third-party sub-advisors, and operates from multiple offices with a distinctive operational approach.

Travis Alexander is a financial advisor at CRUX Wealth Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services and other affiliated entities. Outside of advising, he is involved in several business ventures including ownership and management roles in support companies and a tax advisory firm. CRUX Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach utilizing multiple analytical methods and generally manages client accounts on a discretionary basis with regular monitoring.

David Tamashiro is a financial advisor at CRUX Wealth Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at Waddell & Reed, Raymond James Financial Services, and Arete Wealth Management. CRUX Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using a variety of analytical methods and generally manages client accounts on a discretionary basis with regular monitoring.

Ryan Balderian is a financial advisor at Quantum Financial Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Abacus Wealth Partners and C2 Education. Outside of his advisory role, he teaches math, science, and finance through Lightsquared Education and is a shareholder and video editor at Wormburners Media, Inc. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process emphasizing mutual funds, ETFs, and separately managed accounts, with strategies including a Total Market approach and a Sustainable approach using environmental rankings.

Brandon Tesar is a financial advisor at One Wealth Capital Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various roles at firms including Guardian Life Insurance Company and Park Avenue Securities. Outside of finance, Tesar is a freelance actor, writer, director, and producer in the entertainment industry. One Wealth Capital Management, LLC is an SEC-registered advisory firm managing approximately $307 million for individual and high-net-worth clients, as well as foundations, trusts, corporations, retirement plans, and charitable organizations. The firm employs a macro-environmental approach to tactical asset allocation, combining growth and fixed-income strategies across various investment vehicles.

Roberto Santos is a financial advisor with Arrowroot Family Office, LLC, holding a Series 66 designation and 22 years of industry experience. He has served at Arrowroot Partners, LLC since 2014 and Vitreous Partners, LLC since 2013. Outside of his advisory roles, he is a managing partner at Vitreous Partners Holdings, LLC, providing business consulting on M&A activities, and serves as a board member of GL Concepts. Arrowroot Family Office offers investment advisory and multi-family office services to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm provides customized asset management with both discretionary and non-discretionary options, utilizing analytics-based asset allocation and a variety of investment vehicles, and also manages private pooled investment vehicles and affiliated funds.

Julia Perez is a financial advisor at CRUX Wealth Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Arete Wealth Management, Raymond James Financial Services, and Favia Group. Outside of finance, she occasionally performs as a paid musician for private events. CRUX Wealth Advisors manages approximately $547.7 million for about 656 clients, offering financial planning, discretionary portfolio management, and consulting services to individuals, trusts, charities, pension plans, and privately held businesses. The firm employs a process-driven, team-based approach while allowing advisors to use various analytic methods and maintains a directed-custodian model with a range of investment products including complex structured offerings.

Daniel Hart is a Series 65-licensed advisor with Advanced Portfolio Strategies in Torrance, CA, where he has worked for six years. His prior experience includes roles at APS Management Group, Inc. from 2018 to the present, with a period as a student from 2016 to 2018. Advanced Portfolio Strategies serves individuals—including high-net-worth clients—pension and profit-sharing plans, and business entities with portfolio management, financial planning, and pension consulting. The firm employs a diversified, multi-strategy investment approach that includes fundamental, quantitative, and technical analysis, as well as both long- and short-term trading techniques.

John Mccormick is a CFP® professional with 12 years of industry experience. He is currently with Regatta Capital Group, LLC, where he has worked since 2022. Prior to this, he held roles at EP Wealth Advisors and National Planning Corporation. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as institutional investors. The firm employs a long-term, fundamental-analysis investment approach, managing diversified portfolios that include low-cost mutual funds and ETFs, individual stocks, and bonds.

Geoffrey Edelstein is a CFA® charterholder with 13 years of industry experience. He has been with Granite Investment Partners, LLC since 2009. Granite Investment Partners serves institutional and affluent clients, including employee benefit plans, foundations, endowments, pension and profit-sharing plans, government entities, private funds, and high-net-worth individuals. The firm employs a bottom-up investment process combining fundamental, technical, and cyclical analysis, managing discretionary portfolios across equity, balanced, and fixed-income strategies tailored to clients’ objectives.

Wendy Turk is a financial advisor at The WealthGarden F.S. LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Gerber Kawasaki, Inc. In addition to her advisory role, she serves on the board of Airport Marina Counseling Services, a mental health organization. The WealthGarden F.S. LLC provides discretionary and non-discretionary investment management, financial planning, and consulting primarily for individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm offers customized portfolios using diversified allocations, employs fundamental and cyclical analysis, and integrates estate-planning coordination alongside tax and accounting services.

Philip Albitz is a CFP® with 43 years of experience in financial advising. He is president of Albitz/Miloe and Associates, Inc., where he has worked since 1988. Prior to and concurrent with this role, he has been associated with various Cetera entities since 1989. Outside of his advisory work, he serves on the board of Sports 4 Mankind, a charitable organization that distributes sports equipment globally. Albitz/Miloe and Associates serves individuals, businesses, and qualified retirement plans, managing approximately $703.5 million across about 618 client relationships. The firm offers discretionary managed accounts, non-discretionary variable-annuity allocation services, and ongoing advisory reviews, combining mutual funds, ETFs, individual equities, fixed income, and variable annuity sub-accounts in its investment approach.

Michael Winn is a financial advisor at Validus Capital LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including First Republic Investment Management, Sanctuary Wealth, and Boulevard Family Wealth. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth individuals and entities. The firm manages approximately $2.54 billion in total assets and offers customized, primarily long-term portfolios along with a range of integrated family office services.

James Egerstrom is a CFP® professional with 11 years of industry experience. He has been with Confidence Wealth Management, Inc. since 2019 and previously worked at Tarbox Family Office and TD Ameritrade. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm manages approximately $344 million in discretionary assets and employs a long-term, buy-and-hold investment approach with diversification strategies using ETFs and ETPs, alongside discretionary and non-discretionary portfolio management and fiduciary consulting services.

Michael Diprimio is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His previous roles include positions at American Trust Investment Services, Vanclef Financial Group, Delta Investment Management, and WestPark Capital. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for around 616 households. The firm provides portfolio management and financial planning services for individuals, corporations, trusts, and retirement plans, using a bottoms-up fundamental screening approach and offering customized portfolios across various risk profiles.

Anthony Correnti is a financial advisor at McDermott Investment Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates, Inc., Centaurus Financial, Inc., and the Jet Propulsion Lab. McDermott Investment Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately 700 accounts and $211 million in assets, utilizing both firm-developed and third-party model portfolios across a range of investment instruments.

Kerry Wills is a financial advisor with First Western Securities, Inc. in Manhattan Beach, CA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with First Western Securities since 2009. First Western Securities, Inc. is a team-based firm managing approximately $48.6 million primarily for high net worth individual clients across about 32 accounts. The firm employs a tactical asset allocation strategy using a diverse range of investment instruments and customizes portfolios based on client objectives and risk tolerances.