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.

Samuel Hwang is a financial advisor at AIS Asset Management with 13 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at City National Bank from 2016 to 2021 before joining AIS Asset Management in 2021. AIS Asset Management is a small registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension plans, and small businesses. The firm offers discretionary portfolio management and financial advice, employing fundamental analysis and tailored asset-allocation strategies with two service tiers to meet client needs.

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.

Alex Chalekian is a financial advisor with Lake Avenue Financial LLC in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Lake Avenue Financial and its predecessor firms since 2014 and previously spent 17 years at LPL Financial. Outside of advisory work, he is involved with Disrupter Labs, LLC, a real estate investment and consulting business. Lake Avenue Financial LLC serves individual clients, including high-net-worth and non-HNW individuals, as well as brokerage customers and financial institutions. The firm offers financial planning and portfolio management using customized asset allocation and model-based strategies, combining fundamental, technical, and cyclical analysis with ongoing supervision and rebalancing.

Mana FLD offers professional financial advice that empowers you to protect and celebrate your hard earned money. We start with our clients' hopes and dreams: getting an intimate view of their values, attitudes, and feelings towards money and its connection to lifestyle. Next comes smart planning: as we work one-on-one with each client to learn your finances inside and out, resulting in deep knowledge sharing, and ongoing support capable of shifting attitudes and building wealth. The outcome is freedom through partnership: our clients are supported to grow, develop and stand strong through life’s transitions, as we build new strategies for self-awareness and personal identity. Throughout the journey, we help turn clients' dreams and goals into reality.

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.

Scott Colton is a CFP® professional with 24 years of industry experience, currently serving at Colton Wealth Management since 2009. He holds Series 63 and Series 65 licenses and operates from Arcadia, CA. Colton Wealth Management provides personalized financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm follows a fee-only model and emphasizes a long-term, asset allocation-based approach using institutional-class mutual funds, ETFs, fixed-income securities, and certificates of deposit, while also offering concurrent tax services alongside comprehensive financial planning.

Stephanie Bucko is a CFA® charterholder with nine years of industry experience. She is currently a financial advisor at Mana Financial Life Design in Glendale, CA, where she has worked since 2018. Bucko also serves as Chief Information Officer and Manager of Mana Management Partners, overseeing the distribution of financial education programs through the Mana Money School. Mana Financial Life Design serves individual and high-net-worth clients as well as employer plan sponsors, offering financial life planning, discretionary investment management, employee benefit plan advisory, estate planning support, and project consulting. The firm employs a goals-based investment approach that combines long-term perspectives with active tax management and selective use of leverage and derivatives, alongside client education and engagement initiatives.

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.

Ling Lu is a financial advisor at IFMGroup with 20 years of industry experience. He holds a Series 66 designation and has been with Investment & Financial Management Group since 2006. Outside of his advisory role, Ling Lu serves as president of a life insurance agency in Monrovia, CA. IFMGroup provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation approach combining passive index funds and ETFs with selective active funds and manages roughly $4 million in assets across seven client accounts.

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.

Devin Weinstein is a CFA® charterholder with five years of industry experience. He is currently a financial advisor at Coast Bridge Capital and has previously worked at Raymond James & Associates, Chandler Asset Management, and Ford Equity Research. Coast Bridge Capital is a state-registered investment adviser managing approximately $77.5 million in client assets. The firm provides discretionary portfolio management and sub-advisory services to individuals, family offices, institutional clients, and other registered investment adviser firms, utilizing a fundamental analysis and tactical asset allocation approach.

Jacques Soenens is a financial advisor with Great Gable Wealth Management, LLC, holding a Series 65 designation and 23 years of industry experience. He has served as Managing Partner and Chief Investment Officer at Great Gable Partners, LP since 2004, where he leads the firm's alternative investment strategy. Great Gable Advisors provides discretionary portfolio management and integrated financial planning to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm manages balanced portfolios focused on capital appreciation through equity and fixed-income investments, emphasizing equity selection based on free cash flow analysis, value metrics, 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.

Geoffrey Bates is a CFP® with 27 years of industry experience, currently serving as an advisor at Bates Wealth Management, LLC since 2016. He has operated as a sole proprietor since 2011 and is also the owner of an insurance agency specializing in life and health insurance. Bates Wealth Management serves individual investors and retirement plan sponsors, offering discretionary asset management, ERISA 3(21) advisory services, and hourly financial planning. The firm employs both fundamental and technical analysis, incorporating options and derivative strategies, and manages accounts on a discretionary basis with documented client goals and investment restrictions.

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.

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.

Anastasia Timineri is a financial advisor at Torrey-Payne Wealth Management with two years of industry experience. She holds the Series 66 designation and previously worked at firms including Raymond James & Associates Inc. and Wells Fargo Bank N.A. Timineri also serves as a client service associate, handling meetings and account updates for Torrey-Payne. Torrey-Payne Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individual, high-net-worth, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, emphasizing tailored portfolios with asset allocation, rebalancing, and fundamental and modern portfolio theory analysis.

Gray Von Adelung is a financial advisor at von Adelung Wealth Management with 39 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial, Western International Securities, Inc., and Financial West Group. He has managed von Adelung Wealth Management since 2005. Von Adelung Wealth Management is a state-registered investment adviser serving individuals, pension and profit-sharing plans, and corporate clients. The firm employs a combination of fundamental, technical, cyclical, and qualitative analysis alongside asset allocation and trading strategies to develop individualized portfolios.