Jinfeng Su is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked at McIntosh Capital Advisors, Inc. since 2017 and previously held positions at Sterling Bank & Trust, American Income Life Insurance Company, and UCLA Extension. Outside of her advisory role, she is also an Enrolled Agent who provides tax preparation services. McIntosh Capital Advisors, Inc. offers discretionary portfolio management and financial planning to individuals, high-net-worth clients, corporations, and small businesses. The firm employs a primarily passive investment strategy with complementary active management, focusing on ETFs and no-load mutual funds, and manages approximately $45.3 million in discretionary assets.

Phillip Cook is a financial advisor with Mogul Wealth Management, Inc. in Manhattan Beach, CA, holding a Series 66 designation and over 51 years of industry experience. He has worked at several firms, including LPL Financial LLC and CETERA Advisor Networks LLC, and has been with Mogul Wealth Management since 2007. Outside of his advisory work, he serves as a board member for the Manhattan Beach Historical Society. Mogul Wealth Management provides investment supervisory services, financial planning, and pension consulting to individuals, retirement plans, and business entities. The firm manages approximately $59 million across 143 client relationships, employing fundamental and cyclical analysis to construct diversified portfolios with regular reviews and reporting.

David Swift is a financial advisor at Second 50 Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Signature Estate & Investment Advisors, Royal Alliance Associates, and Ashton Thomas Private Wealth. He is also a licensed insurance agent operating his own insurance sales and service business. Second 50 Financial provides tailored investment advice and financial planning to individuals, high-net-worth clients, and various business entities. The firm manages discretionary portfolios using diversified investments and employs a process combining fundamental analysis, asset allocation, and manager due diligence.

Thomas O'Connell is a financial advisor at HG Wealth Partners LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Hilltop Securities, Western International Securities, and currently with both Horton Group Inc. and Carnegie Wealth Management LLC. Outside of his advisory role, he is a limited partner in McConnell's Fine Ice Cream, an ice cream shop in Pacific Palisades, CA. HG Wealth Partners LLC provides discretionary portfolio management and hourly financial planning to individuals, families, trusts, and select institutional clients. The firm tailors portfolios based on fundamental analysis and client objectives, operating with discretionary authority while monitoring third-party managers and directing clients to independent custodians.

Patrick Jarrell is a financial advisor at NorthWoods Financial Partners LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Bank of America. Jarrell is also involved with Emerson Equity LLC as a registered representative in brokerage services. NorthWoods Financial Partners LLC is a small advisory firm serving individual clients with discretionary and non-discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm uses a variety of investment analyses and strategies tailored to each client's goals, managing accounts with quarterly reviews.

Renee Cohen is a CFP® with 10 years of industry experience, currently serving as a financial advisor at BlackLines Financial. She previously worked at Northwestern Mutual in various roles from 2015 to 2024. Outside of her advisory work, Renee is also licensed as an insurance agent and sells life insurance, disability, long-term care, and annuity products. BlackLines Financial serves individual and high-net-worth clients, as well as business entities, providing discretionary portfolio management, retirement and pension plan services, and financial planning. The firm employs client-specific investment policies with long-term strategies and incorporates insurance products and third-party arrangements within its advisory services.

I Jung Hsiao is a financial advisor at Halcyon Investment Advisor with a Series 65 credential and four years of industry experience. His previous roles include positions at Alpha Helix Asset Management Company Limited and Nanshan Life Insurance Company. Halcyon Investment Advisor offers fee-only investment advisory and financial planning services to a range of clients, including individuals, families, trusts, and pension plans, with specialized family office services for high-net-worth families. The firm employs a globally oriented investment approach combining fundamental, cyclical, and quantitative analysis with diversified asset allocation and multi-dimensional risk management.

Maria Babilonia is a CFP® professional with nine years of industry experience, currently serving as an advisor at JDM Financial Group LLC since 2016. In addition to her advisory role, she is an insurance agent involved with various insurance agencies, dedicating approximately 10% of her time to this activity. JDM Financial Group primarily serves high-net-worth individuals, corporations, and other financial institutions, offering discretionary portfolio management, financial planning, and consulting services. The firm employs an asset-allocation framework favoring mutual funds and ETFs, integrates fundamental and behavioral finance analysis, and provides both wrap-fee and non-wrap advisory services.

Jean Luc Nouzille is a CFA® charterholder with 29 years of industry experience. He has been with Bristlecone Value Partners, LLC since 2004, where he is one of three advisors. Bristlecone Value Partners provides discretionary investment supervisory services, sub-advisory arrangements, and separately managed equity accounts focused on a Large Cap Value strategy for individuals, families, and institutional clients. The firm combines concentrated, value-oriented portfolios with management of a private pooled microcap fund, applying fundamental analysis and intrinsic-value assessments.

Scott Leonard is a CFP® with 29 years of experience in the financial services industry. He has been with Navigoe, LLC since 2013, where he serves as one of two advisors. Navigoe, LLC is a fee-only wealth management firm that serves high-net-worth individuals, business owners, and retirement plans. The firm manages approximately $341.8 million for about 157 clients, offering comprehensive financial planning, discretionary investment management, 401(k) plan consulting, and trust representative services. Navigoe’s investment approach focuses on strategic asset allocation using mutual funds and ETFs, with ongoing supervision and rebalancing under discretionary authority.

Njideka Obijiaku is a financial advisor with Shifting the Culture Wealth Partners LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at Centric Capital Advisors, AFlac, Akokwa American Development Association, Primerica Advisors, and Pfs Investments Inc. Although currently a licensed insurance agent, she does not sell insurance products. Shifting the Culture Wealth Partners LLC is a fee-only advisory firm serving individual clients with financial planning and portfolio management services. The firm emphasizes passive investment management using index mutual funds and ETFs, while also incorporating fundamental and technical analysis, and offers a range of engagement options including hourly consultations and ongoing planning.

Paul Cohen is a financial advisor at Marest Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including ChangePath, LLC and Partnervest Advisory Services, LLC. Outside of his financial advisory work, Cohen is president of TWC Sports Management, a company representing professional athletes. Marest Capital, LLC serves individual and high-net-worth clients by providing discretionary portfolio management and referrals to third-party money managers. The firm combines asset allocation with fundamental and sector analysis and manages approximately $240 million for 67 clients.

Randall Rubin is a financial advisor at Decca Private Wealth Management, Inc. with 13 years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Barnes & Company Investment Counsel, LLC and Britehorn Securities. Rubin is also involved with Umergence LLC, an investment-related business he dedicates a significant portion of his time to. Decca Private Wealth Management serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, retirement plan services, and managed “held-away” accounts. The firm employs conventional portfolio-construction techniques and may use independent sub-advisors, combining personalized client management with strategies such as options and margin where appropriate.

Antoine Souma is a financial advisor with Galliott Capital Advisors, LLC, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Insigneo Advisory Services before joining Galliott Capital Advisors in 2021. Outside of his advisory work, he serves on the board of the Lebanese American Foundation and acts as treasurer and resource facilitator for a Los Angeles Sheriff's Department support organization. Galliott Capital Advisors is a boutique family-office and investment advisory firm serving high- and ultra-high-net-worth individuals, families, businesses, institutions, and retirement plan sponsors. The firm offers asset management, financial planning, multi-family office services, and consulting, utilizing a diverse range of investments and overseeing third-party managers and private placements.

Joshua Rudoy is a financial advisor at Argyle Capital Partners, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Argyle Capital Partners since 2012. Outside of his advisory role, he serves as President-Elect and Board Member of the Wilshire Rotary Club in Los Angeles. Argyle Capital Partners provides discretionary investment management and advisory services to individuals, corporations, and small businesses. The firm employs an active, total-return approach with tailored portfolios and is notable for using complex portfolio tools including leverage and derivatives in separately managed accounts.

Lelamarie Kelly is a financial advisor at Life UnLocked Partners LLC with a Series 65 credential and two years of industry experience. She has a background in legal services, owning LSK Legal, a professional law corporation, and serves as principal and general counsel for Tennenbaum & Kelly, Inc., which manages privately held investments. Outside her advisory role, she holds CFO and general counsel positions at both MailRoute, Inc., an email security company, and SCBI Online Store, LLC, a skincare business. Life UnLocked Partners provides financial planning, investment monitoring, and recommendation services to individuals, high-net-worth clients, families, trusts, estates, and other business entities. The firm’s investment approach centers on a value/dividend strategy designed for income replacement around career changes, transitioning to longer-term appreciation vehicles, and also includes sub-advisory arrangements.

Howard Borris is a ChFC® credentialed financial advisor with 39 years of industry experience. He has been associated with Greenbrier Diversified, Inc. since 1986. Borris is based in Beverly Hills, CA, and operates through Borris Nii & Company. Borris Nii & Company provides business and family wealth management and investment management services to high-net-worth individuals, trusts, estates, and small businesses, including many clients in the entertainment industry. The firm offers a family office–style service that includes portfolio oversight, bookkeeping, tax preparation, and audit defense, acting as an outsourced family office and intermediary coordinating third-party providers while implementing asset-allocation strategies primarily through mutual funds, ETFs, and sub-managers.

Justin Krane is a CFP®-certified financial advisor with 28 years of industry experience. He is a principal at Krane Financial Solutions, where he has worked since 2010, and previously operated Kranestorming, LLC from 2015 to 2023. Krane Financial Solutions provides investment management, financial and retirement planning, qualified retirement plan advisory, and business consulting/CFO services to individuals, retirement plans, trusts, and business clients. The firm combines tactical allocation with fundamental and technical analysis and offers a Financial Life Experience™ program, business consulting, and public speaking engagements alongside its portfolio management and planning services.

Lauren Trumbull is a financial advisor at Krane Financial Solutions and holds the Series 65 designation. She has two years of industry experience and has worked in various roles across multiple sectors, including prior positions at Howa, Curtis DMD, and Red Bull North America. Krane Financial Solutions provides investment management, financial and retirement planning, and consulting services to individuals, qualified retirement plans, trusts, estates, and business clients. The firm employs a tactical allocation strategy using both fundamental and technical analysis to create customized portfolios and offers education-focused features such as plan participant seminars and client newsletters.

Terrance Mcguire is a financial advisor at Ridgewood Investments with 14 years of industry experience. He holds a Series 65 designation and has been with Ridgewood since 2012. Mcguire serves as President and majority owner of Dividend Research and Management Inc and acts as trustee and manager for several family-related entities. Ridgewood Investments provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, foundations, and other entities. The firm uses fundamental research, proprietary models, and a long-term investment approach, and is notable for managing multiple private pooled investment vehicles across diverse strategies.