Alan Goodstein is a CFP® with 32 years of experience in the financial industry. He has been a principal at Goodstein Wealth Management LLC since 2016 and serves as a director at large on the board of the nonprofit New Horizons, Inc. Goodstein Wealth Management is a fee-only advisory firm managing approximately $114 million in discretionary assets, serving individuals and businesses with customized portfolio management, financial planning, and retirement plan consulting. The firm emphasizes client-specific investment policies and fundamental analysis, offering both limited-scope and fully discretionary fiduciary services for ERISA retirement plans.

Andrew Mutzabaugh is a financial advisor at Henney Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Henney Wealth Management since 2011. Henney Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth individuals, trusts and estates, pension and profit-sharing plans, corporations, and partnerships. The firm primarily constructs portfolios using ETFs and closed-end funds and offers retirement planning and Social Security guidance as part of its services.

Ryan Clem is a financial advisor with Hofer & Associates Wealth Management in Thousand Oaks, CA. He holds a Series 65 designation and has been with the firm since 2018. Prior to his current role, his work experience includes positions outside the financial industry in fitness and hospitality. Hofer & Associates Wealth Management provides portfolio management and financial planning services to individuals, high net worth clients, charitable organizations, and small businesses. The firm manages approximately $216 million in client assets and uses various investment strategies, including fundamental and technical analysis, modern portfolio theory, and firm-developed model portfolios tailored to different risk tolerances.

Lindsay Bourkoff is a Certified Financial Planner® with 20 years of industry experience. She is currently with Shrier Wealth Management, LLC, having joined the firm in 2025 after 19 years at Linsco/Private Ledger Corp. Shrier Wealth Management serves a diverse client base including individuals, trusts, nonprofits, and corporate clients, providing asset management, financial planning, and retirement consulting. The firm employs a multi-method investment approach and offers active management of donor-advised fund assets alongside a broader range of advisory services beyond typical retail wealth management.

Myron Kaufman is a financial advisor at AlphaNext, LLC in Los Angeles, CA, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with AlphaNext since 2019. AlphaNext serves individual and high net worth clients, as well as trusts, estates, and charitable organizations, providing asset management, financial planning, and consulting services. The firm employs a combination of fundamental and sector analysis with diverse asset allocation strategies and incorporates alternative investments, private equity, and complex instruments alongside traditional securities.

Bradley Chapman is a CFP® professional with 24 years of industry experience. He has worked at Opus Private Wealth Group, LLC since 2014 and previously spent 13 years at Ameriprise. He is also involved in an insurance business outside of trading hours, dedicating a small portion of his time to this activity. Opus Private Wealth Group provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary wrap fee programs using a mix of fundamental, technical, and cyclical analysis, and offers tax-efficient asset location and opportunistic rebalancing.

Stephanie Chow is a financial advisor at Harold Davidson & Associates, Inc. with one year of industry experience. She holds the Series 66 designation and previously worked at UBS and other firms. Outside of her advisory role, she is also a notary. Harold Davidson & Associates, Inc. manages approximately $358 million in discretionary assets for individuals, trusts, retirement plans, and other entities. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing fundamental analysis and a combination of long- and short-term strategies across various investment vehicles.

Matthew Davis is a CFP® and holds a Series 65 license with 13 years of industry experience. He 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, providing discretionary portfolio management, financial planning, multi-generation family office services, and basic federal and state tax preparation. The firm employs a value-based indexing approach combined with active fixed-income management and offers tiered service options that include client participation in account maintenance.

Kenneth Willner is a Series 65-licensed financial advisor with over 10 years of industry experience. He has worked at Willner & Heller LLC since 2004 and is also a partner in Willner & Ornedo LLP, a non-investment related tax preparation business where he dedicates approximately 20 hours per week. Willner & Heller LLC provides discretionary investment management services to individuals, pension and profit-sharing plans, and charitable organizations. The firm offers retirement plan consulting and employs a portfolio management approach that includes fundamental and fund/ETF analysis, continuous oversight, and the use of various securities including the option of margin borrowing in separately managed accounts.

Jessica Ash is a financial advisor at Fischer Investment Strategies, LLC with two years of industry experience. She holds a Series 65 designation and has been with Fischer Investment Strategies since 2023. In addition to her advisory role, she has worked at Logan Health since 2015. Fischer Investment Strategies provides discretionary asset management, retirement plan consulting, and financial planning services to individuals, trusts, estates, and pension plans. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory, utilizing passively managed mutual funds, ETFs, and customized bond portfolios.

Shawn Patt is a financial advisor at Atala Financial Inc with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley and City National Bank. Outside of advising, Patt is a professor at UCLA Anderson School of Management, teaching business and finance courses, and is the CEO of Fantasy Clubhouse, a business connecting professional athletes with fans through golf. He is also involved in financial education through authoring textbooks and serving on the CPWA Certification Commission. Atala Financial provides portfolio management, financial planning, and business consulting primarily to individual and high-net-worth clients, as well as institutions such as pension plans and trusts. The firm employs a multi-faceted investment approach combining quantitative, fundamental, technical, and economic analysis, with a focus on discretionary strategies including listed securities, derivatives, and private investments.

Alexandre Cohen is a financial advisor with Heights LLC in Los Angeles, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Hollister Associates, LLC, CAVU Ventures, MSA Securities, and Main Street Advisors. Cohen serves on the boards of several Los Angeles-based companies, including a marketing agency, apparel, and media firms. Heights LLC provides discretionary and non-discretionary investment management to high-net-worth individuals and private funds, managing approximately $239 million in assets across 11 clients. The firm offers customized investment strategies combining fundamental, technical, and cyclical analysis and also sponsors private investment vehicles focused on growth companies and special purpose ventures.

Lisa Harwood is a CFP® professional with 18 years of industry experience. She has worked at Montecito Bank and Trust and Citizens Business Bank prior to her current role at Ventura Advisors, where she has served for 14 years. Ventura Advisors provides personalized, fee-only financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm serves both high-net-worth and non-HNW clients, focusing on strategic asset allocation with a core of passively managed index funds and ETFs, emphasizing diversification, tax efficiency, and cost containment.

Brian Canning is a CFP® with 16 years of industry experience. He is currently an advisor at Brave New Wealth, where he has worked since 2025, following a 14-year tenure at Abacus Wealth Partners, LLC. Brave New Wealth provides investment management and financial planning services to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, business entities, and pension plans. The firm employs a core/satellite investment approach using both fundamental and quantitative analysis, and offers a range of derivatives-based strategies for managing concentrated positions and tax or liquidity objectives.

Vernon Dransfeldt is a CFP® professional with nine years of industry experience, currently serving as an advisor at Equity Management Group since 2016. He holds Series 63 and Series 65 licenses and operates out of Santa Rosa Valley, CA. Equity Management Group provides fee-only financial planning and discretionary portfolio management to individuals—including high-net-worth and other clients—as well as non-profits, retirement plans, trusts, estates, and business entities. The firm employs a combination of stocks, mutual funds, ETFs, bonds, options, and master limited partnerships, supported by individualized investment plans and regular portfolio reviews by its three-advisor team.

Matthew Heller is a financial advisor at Willner & Heller LLC with 25 years of industry experience. He has been with the firm since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he leads a professional networking group, Highrise Networks, for which he receives compensation based on membership activity. Willner & Heller LLC provides discretionary asset management and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $164 million across about 150 client relationships, emphasizing individualized portfolio construction, continuous supervision, and a range of investment strategies including the use of margin loans under specific circumstances.

Matthew D'agostino is a financial advisor at Your Private Client Group, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at AssetMark Brokerage, LLC and related AssetMark entities for eight years. Your Private Client Group, Inc. provides investment advisory services primarily to individuals and high-net-worth clients, focusing on portfolio management and third-party manager selection. The firm employs a long-term trading approach based on modern portfolio theory, quantitative, fundamental, and cyclical analysis.

Harold Davidson is the principal of Harold Davidson & Associates, Inc. in Los Angeles, CA, with 28 years of industry experience. He has worked at Harold Davidson & Associates since 1973. Harold Davidson & Associates, Inc. manages approximately $358 million in discretionary assets for individuals, trusts, retirement plans, and other entities. The firm offers portfolio management, financial planning, and retirement plan consulting using fundamental analysis and a combination of long- and short-term strategies across various asset classes, including public securities and private real estate investments.

Irene Hecht is a Series 65-licensed financial advisor at Snow Financial Management, LLC with 11 years of industry experience. She has been with Snow Financial Management since 2016. Snow Financial Management provides discretionary investment management and financial advice to individuals, high net worth clients, trusts, retirement accounts, charitable organizations, and businesses. The firm constructs portfolios tailored to client objectives and uses a range of securities and strategies, including derivatives and options, with a focus on personalized account oversight.

Michael Salam is a Series 65–licensed advisor at Atala Financial Inc with six years of industry experience. He previously worked at Pacificfront Capital, LLC and Shmellins. Atala Financial provides investment management, financial planning, and business consulting primarily for individual and high-net-worth clients, employing a combination of quantitative, fundamental, technical, and economic analysis to tailor portfolios and actively monitor client holdings. The firm also advises private pooled funds and incorporates institutional due diligence practices within a concentrated operational model.