Barry Craine is a Series 66-licensed advisor at Black Card Circle with 21 years of industry experience. He has worked at Black Card Circle since 2020 and has been involved with various insurance carriers and Waddell & Reed, Inc. since 2015. Outside of his advisory role, he is active as a licensed insurance agent specializing in life insurance, fixed annuities, and fixed index annuities. Black Card Circle is a registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers portfolio management and financial planning through a team of six advisors and follows a non-discretionary, client-directed trade consent model with a focus on diversified allocations aligned with Modern Portfolio Theory.

Kenneth Newberry is a financial advisor at CRUX Wealth Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Waddell & Reed and Raymond James Financial Services. He is also involved as a financial advisor with Triton Wealth Advisors 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.

Annalisa Flore is a financial advisor at Tamar Securities, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Rosland Capital LLC and AMI Asset Management Corporation. Tamar Securities, LLC provides 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 a multi-advisor team of 17, utilizing proprietary model programs that incorporate global value and sector analysis across various asset classes.

Michael Parrinello is a financial advisor with BCN Financial, Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. His prior work history includes roles at LPL Financial, Crown Capital Securities, and Quest Securities. Outside of his advisory work, he serves as a volunteer football coach in Valencia, CA. BCN Financial provides retirement plan advisory and financial planning services primarily to participants of employer-sponsored retirement plans and members of over 200 Police and Fire Department associations. The firm’s investment approach combines fundamental, technical, and sentiment analysis with market timing, focusing on mutual funds and ETFs while typically delivering specific non-discretionary advice tailored to available plan options.

Carolin Alaverdian is a financial advisor at Windsor Capital Management, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Windsor since 2008. Outside of advisory work, she is also active as a real estate agent with Balboa Real Estate. Windsor Capital Management provides fee-only investment advisory services to individuals, trusts, pension plans, charitable organizations, and business entities. The firm employs customized portfolio strategies incorporating fundamental, technical, and charting analysis, and offers model portfolios including fixed income, ETFs, closed-end funds, and proprietary stock models.

Jonathan Ezra is a financial advisor at Tamar Securities, LLC with seven years of industry experience. He holds a Series 65 designation and has professional experience including roles at California State University, Northridge, Santa Monica College, and Tulane University. Tamar Securities, LLC provides discretionary portfolio management, financial planning, and consulting 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 for about 4,198 clients through a multi-advisor team of 17, utilizing proprietary model programs that combine global value and sector analysis with both qualitative and quantitative screening.

David Nash is a Wealth Advisor at Parkwoods Wealth Partners, a fiduciary, fee-only financial planning firm. He works with tech employees, executives, and high-earning families to bring clarity and confidence to their financial lives. Drawing on a wide range of experience — from earning his MBA in Finance at UCLA Anderson to roles in investment banking at Barclays and as a Regional Director at Dimensional Fund Advisors — David helps clients make informed, thoughtful decisions about their wealth. His background allows him to understand the complex benefits and financial opportunities that come with working at innovative companies. David’s planning focuses on what matters most to busy professionals and growing families: optimizing taxes for retirement, making the most of equity compensation, and building strong estate and education plans. His approach is personal and practical, meeting each client where they are and helping them move toward their long-term goals with confidence. Above all, David believes financial advice should be clear and empowering. He takes time to explain options, guide decisions, and provide support as life and wealth evolve.

Shkira Singh is a financial advisor with Secure Investment Management, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Prior to joining Secure Investment Management, Singh worked at Transamerica Financial Advisors, Inc., and several other financial firms. Outside of advising, Singh is an author and speaker, with multiple published works on fitness and business topics. Secure Investment Management serves individuals, business entities, trusts, and estates, including both retail and high-net-worth clients, offering financial planning and portfolio management through a quantitative, factor-based investment approach that emphasizes diversified, long-term allocations using low-cost funds and tailored strategies.

Ara Gasparian is a financial advisor at WESCAP Group with three years of industry experience. He holds a Series 65 designation and has been with WESCAP Group since 2015. WESCAP Group is a registered investment adviser managing over $1 billion in client assets for approximately 321 clients through a team of six advisors. The firm offers discretionary and non-discretionary wealth management and financial planning to a broad client base, including high net worth individuals, pension plans, trusts, and charitable organizations. Their investment approach includes strategic and tactical asset allocation, global diversification, a contrarian/value orientation, and a focus on tax efficiency and low ownership costs.

Charles Mason is a CFP® with 54 years of industry experience, currently serving at Mason & Associates, Inc., a firm he has been with since 2006. His prior experience includes six years at Mutual Securities, Inc. He is also involved in insurance-related businesses as a sole proprietor and member of multiple insurance agencies. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, providing financial planning, investment management, and limited-scope planning services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes strategic asset allocation, sector rotation, and global diversification.

Catherine Henning is a financial advisor at Pacific Global Investment Management Company with 22 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Pacific Global in various capacities since 2001. Pacific Global serves individual investors, including high-net-worth and non-HNW clients, as well as pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm uses fundamental research and a proprietary screening process for investment decisions, emphasizing value-oriented or core equity styles and total return fixed-income management.

Thomas Schulte is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Napier Financial. He previously spent nine years with US Financial Advisors. Schulte is involved as a partial owner in GenWel Capital LLC and GenWel Capital 2 LLC, firms engaged in private real estate investment activities. Napier Financial serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm offers discretionary investment management, financial planning, and consulting services, employing a macro-economic, top-down asset allocation approach and managing portfolios with a range of investment vehicles including private placements and affiliated private real estate funds.

Philip Moston is a financial advisor at Tamar Securities, LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Osaic Wealth, Inc., Zephyr Investment Management, Wells Fargo, U.S. Bank, Citibank, and JP Morgan Chase. Tamar Securities, LLC serves 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 quantitative analysis alongside bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

George Hamilton is a financial advisor at Hamilton Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services Advisors, Inc. from 2011 to 2017. Hamilton Wealth serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate clients by providing discretionary portfolio management and retirement plan consulting. The firm utilizes proprietary allocation models and offers a combination of wrap fee program sponsorship and retirement plan consulting services, along with a trading approach that includes borrowing in managed accounts.

Andrew Edstrom is a financial advisor at WESCAP Group in Glendale, CA, holding Series 63 and Series 65 credentials with 13 years of industry experience. He has been with WESCAP Group since 2012. WESCAP Group is a registered investment adviser managing approximately $1.1 billion in assets for about 321 clients through a team of six advisors. The firm offers discretionary and non-discretionary wealth management and financial planning to a diverse client base, employing a strategic, globally diversified, contrarian/value-oriented investment approach with an emphasis on tax efficiency and low ownership costs.

Steve Trinh is a financial advisor at Navalign, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Carter Jacobs, LLC from 2015 to 2018. Outside of his advisory role, he is an investor in a restaurant business. Navalign advises individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities, offering discretionary asset management along with financial planning, consulting, and pension plan advisory services. The firm employs a range of investment strategies including derivatives and margin and provides continuous, tailored portfolio supervision with regular reviews.

Michael Karapetian is a financial advisor at Lazari Capital Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Honey Badger Capital LLC, Lyndhurst Securities, Kovack Securities, and Lazari Asset Management. Outside of his advisory work, Karapetian serves as president of the Karapetian Animal Rescue Environment Foundation, a nonprofit focused on animal rescue, environmental conservation, and community outreach, and holds trustee roles at Moravian University and Merlin Tuttle’s Bat Conservation. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting to individuals, trusts, high-net-worth clients, corporations, and private funds. The firm utilizes a broad investment approach incorporating fundamental, technical, cyclical, and quantitative analysis, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

Joseph Perez is a CFP® professional with two years of industry experience, currently serving at Peak Financial Planning. He previously worked at Kaiser Permanente and volunteered at the CSUN VITA Tax Clinic. Perez is based in Canoga Park, CA, and holds the Series 65 designation. Peak Financial Planning advises individual and high-net-worth clients as well as businesses, offering discretionary investment management and comprehensive financial planning. The firm’s approach incorporates Modern Portfolio Theory, strategic asset allocation, and tactical investment strategies, with client engagements delivered through a fixed-fee subscription model emphasizing ongoing monitoring and education.

Richard Barnett is a CFA® charterholder with five years of industry experience. He has been with Highline Wealth Partners since 2019 and previously worked at Northern Trust for 19 years. Highline Wealth Partners is a registered investment adviser serving individuals, trusts, foundations, retirement plans, and business entities. The firm offers investment management, financial planning, family office services, and corporate retirement plan consulting, with portfolio decisions centralized through an Investment Committee that oversees asset allocation and fund selection.

Zachary Gunderson is a financial advisor with Providence Financial and Insurances, Inc. in Woodland Hills, CA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including roles at LPL Financial and Premier America Credit Union. Gunderson has been with Providence Financial and Insurances since 2023. Providence Financial and Insurance Services, Inc. serves individuals, pension and profit-sharing plans, trusts, estates, and other entities by providing discretionary investment management, financial and estate planning, and insurance consulting. The firm emphasizes a buy-and-hold investment approach using income-producing securities and offers estate-planning legal advice through an affiliated in-house legal practice.