Lawrence Konis is a financial advisor at Mapleton Capital Management, LLC with 27 years of industry experience. He has been with Mapleton since 1999 and also maintains a role at Ocean Park Capital Management, LLC where he has worked since 1997. Mapleton Capital Management provides discretionary portfolio management to high-net-worth individuals, family offices, and trusts, and serves as adviser to several privately offered pooled investment funds. The firm employs a fundamental research-based investment process that includes active trading strategies such as short positions, options, and opportunistic use of leverage.

Laura Navarro is a CFP® with 24 years of industry experience and has been with Manchester Financial Inc since 2015. She holds the Series 66 designation and also works as an independent licensed insurance agent specializing in life, health, and variable insurance products. Manchester Financial is a team of 11 advisors providing portfolio management, financial planning, and 1031 exchange consulting to a range of clients including individuals, high-net-worth clients, and organizations. The firm employs individualized asset-allocation strategies and manages accounts primarily on a discretionary basis using model allocations, combining long-term diversification with occasional short-term trading.

Amit Stavinsky is a financial advisor with Tamar Securities, LLC in Woodland Hills, CA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Pursche Kaplan Sterling and Tamar Securities since 2010. Outside of his advisory role, he serves as president of Brighton Advisory Group, where he reviews estate assets, wills, trusts, and insurance needs. Tamar Securities, LLC 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 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.

Brian Grimditch is a financial advisor at Highline Wealth Partners with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, as well as earlier positions at Stachur and Emerald Health Services. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are made by an Investment Committee, and it provides clients with regular portfolio reviews, educational workshops, and utilizes third-party technology to manage retirement plan sub-accounts.

Matthew Mullaly is a financial advisor with Alteri Wealth holding Series 63 and Series 65 licenses and 44 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. He is based in Westlake Village, CA. Alteri Wealth provides discretionary and non-discretionary investment management and financial planning to affluent individuals and families as well as institutional clients, including business owners, athletes, physicians, entrepreneurs, and entertainment industry executives. The firm uses a primarily fundamental analysis approach with a long-term investment orientation, managing a diverse range of asset classes and offering retirement plan advisory and estate-planning facilitation.

Kaela Alba is a CFP® with two years of industry experience, currently serving as an advisor at TriaGen Wealth Management LLC since 2022. Prior to joining TriaGen, she worked at KeyBank and held roles at Oregon State University. She is also an independent licensed insurance agent focusing on accident, health, and life insurance in California. TriaGen Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations, offering portfolio management, financial planning, and consulting. The firm employs a diverse range of investment strategies and discloses the use of derivatives, margin transactions, and digital assets, among other approaches, while managing approximately $535 million in client assets.

Brandon Berman is a CFP® with 14 years of industry experience, currently serving at Total Wealth Services, LLC. His prior roles include positions at Mariner Platform Solutions, Polaris Greystone Financial Group, LLC, and J.P. Morgan Securities LLC. He is also the owner of Total Wealth Group, where he focuses on business operations and tax strategy implementation. Total Wealth Services, LLC provides financial planning, consulting, and discretionary wealth and portfolio management to individual investors, trusts, estates, and charitable organizations. The firm employs a manager- and style-agnostic approach, utilizing diversified asset mixes and independent subadvisors to tailor portfolios to client-specific circumstances.

Philford Jeffords is a financial advisor at Acrylic Financial, Inc. with a Series 65 designation. He has eight years of experience in the mortgage industry and two years in wealth management. Acrylic Financial provides portfolio management and financial planning to individuals, corporations, other advisers, and pooled investment vehicles. The firm uses a combination of asset allocation, fundamental and technical analysis, and both passive and active investment models, including management of a firm-sponsored hedge fund.

Jamie Rugg is a financial advisor at Highline Wealth Partners with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2016, including its prior iteration as Charlesworth & Rugg, Inc. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are guided by an Investment Committee, and it provides regular portfolio reviews, participant education, and utilizes third-party technology to manage employer retirement plans.

Stacey Snow is a CFP® professional with 21 years of experience in financial advising. She is currently with Prism Advisors, Inc., a team-based firm, and previously worked at Personal Resources Investment & Strategic Management, Inc. and Wells Fargo Advisors Financial Network LLC. Prism Advisors serves individuals, trusts, retirement plans, and business entities, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a mix of fundamental and sector analysis with multi-asset allocation strategies and delivers services primarily through wrap fee programs.

Anthony Herreres is a financial advisor at Alliance Advisory & Securities, LLC with a Series 65 designation and nine years of professional experience, including time as a self-employed advisor. He joined Alliance Advisory & Securities in 2024 and is based in Westlake Village, CA. Alliance Advisory & Securities provides investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, and pooled vehicles. The firm employs diversified model portfolios based on modern portfolio theory, offering discretionary and non-discretionary services along with held-away account management through the Pontera platform.

Lisa Sternberg is a financial advisor at Highline Wealth Partners with nine years of industry experience. She holds a Series 65 designation and has been with Charlesworth & Rugg, now operating as Highline Wealth Partners, since 2022. Outside of her advisory role, she occasionally provides bookkeeping and administrative support for her husband's company and for a former employer. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering services such as investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are guided by a centralized Investment Committee, and it provides clients with regular portfolio reviews, participant education, and utilizes third-party technology for managing employer retirement plans.

Y Shih is a financial advisor with Oder Investment Management, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Oder Investment Management in 2021, Shih held brief positions at Bank of America, Merrill, Konnect Resources LLC, and UBS Financial Services. Oder Investment Management, LLC is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, using individualized Investment Policy Statements and a combination of active and passive management with global diversification.

David Kim is a financial advisor at Matauro, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Purshe Kaplan Sterling Investments, and Simplicity Investments, Inc. In addition to his advisory role, he is involved in fixed insurance products through a contracted relationship with CRUMP. Matauro, LLC manages over $1 billion across nearly 900 client relationships, providing wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, retirement plans, and business entities. The firm employs a diversified investment approach integrating fundamental, macroeconomic, technical, and ESG analyses, utilizing both in-house and third-party portfolio management across various asset classes.

Crystal Lary is a financial advisor at Alliance Advisory & Securities, LLC with two years of industry experience. She holds a Series 65 designation and previously worked with David S Reinders CFP for 19 years. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individual clients, including high-net-worth individuals, as well as trusts, pension plans, and charitable organizations. The firm employs diversified model allocations based on modern portfolio theory and offers both discretionary and non-discretionary portfolio management.

Seth Catanese is a CFP® with eight years of industry experience, currently serving as an advisor at Manchester Financial Inc since 2015. He holds the Series 65 designation and is based in Westlake Village, CA. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm employs individualized asset allocation models and discretionary management across various investment types, continuously monitoring accounts and utilizing technology to manage participant-level retirement accounts without taking custody.

Robert Knight is a financial advisor at Alliance Advisory & Securities, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Partnervest Advisory Services, LLC and various insurance carriers. Outside of his advisory role, he works part-time as an independent insurance agent selling Medicare plans and as a loan officer underwriting home loans. Alliance Advisory & Securities, LLC provides investment management and financial planning services to individual clients, trusts, pension plans, and charitable organizations. The firm utilizes diversified model allocations based on modern portfolio theory and offers both discretionary and non-discretionary portfolio services, including management of held-away accounts through the Pontera platform.

Jake Berman is a financial advisor at FMB Wealth Management with eight years of industry experience. He holds a Series 65 credential and has worked primarily at FMB Wealth Management since 2017, with additional roles at FMB Retirement Services and Indivisible Partners LLC. FMB Wealth Management is a team-based, SEC-registered RIA serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm employs a long-term, diversified asset allocation strategy focused on passively managed index funds and ETFs, integrating investment consulting with advanced planning and retirement plan review.

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.

Brandon Berges is a financial advisor at FMB Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining FMB Wealth Management and Indivisible Partners, LLC, he held roles at Four Seasons Hotels, JDK Comms, and other organizations. FMB Wealth Management is a team-based SEC-registered RIA serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm focuses on integrated wealth management using a long-term, diversified asset-allocation strategy with passively managed index funds and ETFs, emphasizing tax-aware indexing and periodic rebalancing.