Patrick Dinan is a CFP® with 21 years of industry experience and currently serves as an advisor at Impact Fiduciary LLC in Pasadena, CA. His prior roles include positions at Personal Capital Advisors Corporation, TD Ameritrade, U.S. Bancorp Investments, Navy Federal Asset Management, and Federated Investment Counseling. Impact Fiduciary LLC provides discretionary portfolio management and comprehensive wealth management primarily to individual and high-net-worth clients, integrating socially responsible investing screens and offering bundled financial planning without additional charge for wealth management clients.

Robert Kahn is a Series 65–licensed financial advisor with AlphaNext, LLC in Los Angeles, California, bringing 11 years of industry experience. He previously worked at Alpha Analytics Investment Group, LLC for five years before joining AlphaNext in 2018. Outside of his advisory work, Mr. Kahn manages a rental real estate investment business and holds an ownership interest in Alpha Analytics, LLC. 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, including alternative investments and private equity, managing portfolios on a discretionary basis with ongoing monitoring and rebalancing.

Nickolas Waggoner is a financial advisor at The Pacific Group in Los Angeles, CA, with five years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Pacific Advisory Group from 2015 to 2018. Outside of advising, he is involved in a clothing business, 2nd Amendgents, LLC, and works with a financial technology firm, Sootchy, Inc. The Pacific Group provides investment advisory services to individual, pension, and corporate clients, managing approximately $37.6 million. The firm employs various analytical approaches to construct customized portfolios and offers both discretionary and non-discretionary management along with a wrap-fee program.

Geoffrey Grimsdale is a financial advisor at Nadel Private Wealth LLC in Los Angeles, CA, holding a Series 66 designation with two years of industry experience. He has previously worked with firms such as Encompass More Asset Management, Ameriprise Financial Services, and Cetera Advisors. He is also the president and owner of Grimsdale Financial Solutions, a tax preparation and accounting business serving individuals and small business owners. Nadel Private Wealth serves individual and high-net-worth clients with portfolio management, financial planning, and small-business consulting services. The firm employs a range of investment strategies and maintains a very small client roster while offering additional business support uncommon for firms of its size.

Timothy Streufert is a financial advisor at Private Financial Counseling in Los Angeles, CA, with eight years of industry experience. He holds a Series 65 designation and has worked previously at NinePointTwo Capital LLC and Ares Management. He is also the founder and principal of NinePointTwo Capital, where he serves as Chief Compliance Officer. Private Financial Counseling provides wealth management and investment advisory services to individuals, families, trusts, corporations, retirement plans, and charitable organizations. The firm uses a multi-year economic cycle framework combined with in-house research to construct diversified portfolios across various asset classes, including equities, fixed income, and alternatives.

Andrey Danilenko is a Series 65-credentialed financial advisor with 23 years of experience, currently serving as a Managing Partner at FortRoss Capital Management, LLC since 2003. He also holds a managing partner role at Tagora Capital LLP, a consulting firm based in the United Kingdom. FortRoss Capital Management provides discretionary investment management primarily to private investment companies and high-net-worth individuals. The firm employs a quantitative market-timing strategy across multiple asset classes and offers highly customized, hedge-fund style strategies with performance-based fees.

John Ceurvorst is a financial advisor at Pursuit Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Investment Research & Management, LLC since 2000. Pursuit Wealth Management provides discretionary investment management to individuals, corporations, trusts, estates, and charitable organizations, including retirement accounts where it acts as an ERISA fiduciary when applicable. The firm employs various allocation strategies incorporating options and option-writing to pursue income and growth, managing approximately $35.5 million in discretionary assets.

Gary Karz is a CFA® charterholder with seven years of industry experience. He is currently an advisor at WWM Advisory Inc. and previously worked at Tri Star Sport & Entertainment and as an independent consultant. He is also the owner of INVESTORHOME.COM, a research website that is currently non-active. WWM Advisory Inc. provides investment advisory and portfolio management services primarily to individual clients and pension or profit-sharing plans associated with its affiliated business-management practice. The firm focuses on asset allocation and mutual fund/ETF analysis to create portfolios tailored to clients’ goals, with accounts reviewed quarterly and managed on a discretionary basis when appropriate.

Armand Batocabe is a financial advisor at Golden State Capital Inc. with 20 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work experience includes roles at LTNG Capital, X Capital Advisors, SecureVest Financial Group, and Wells Fargo Clearing, among others. Golden State Capital Inc. provides investment advisory services primarily to accredited investors and family offices, focusing on private and alternative investments such as private equity and venture capital. The firm employs a long-term, research-driven approach and offers non-discretionary portfolio management with customized due diligence on private placements.

Scott Sitrin is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Sitrin Capital Management, LLC since 2016, where he is one of four advisors. Sitrin Capital Management, LLC 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 identifying leading sectors within the S&P 500 and selecting individual equities, complemented by fundamental, technical, and cyclical analysis.

Adam Scott is a financial advisor at Argyle Capital Partners, LLC in Los Angeles, CA, holding a Series 66 designation with 21 years of industry experience. He has been with Argyle Capital Partners since 2012. Outside of his advisory role, Scott serves as president of the Barrington Court Homeowners Association. Argyle Capital Partners is an SEC-registered investment adviser managing discretionary portfolios for individuals, corporations, small businesses, and retirement plan sponsors. The firm employs an active, total-return approach using index funds, equities, and fixed income, tailoring allocations to clients’ risk tolerance and preferences, and offers a broad range of planning and consulting services.

Xi Zhang is a financial advisor at Aligne Wealth Advisors Investment Management (AWAIM) in Los Angeles, CA, holding a Series 66 designation with two years of industry experience. Prior to joining AWAIM, Zhang worked at LPL Financial for three years and has diverse experience including roles outside finance such as with M.A.D Dance & Music. 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 a discretionary investment approach based on proprietary global macroeconomic research, utilizing model portfolios primarily composed of mutual funds and ETFs.

Darin Guthrie is a financial advisor at Opus Private Wealth Group, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Fidelity Investments, TD Ameritrade, Ameriprise, New England Securities, and Equitable Advisors. Opus Private Wealth Group provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers individualized portfolio management through a wrap fee program and employs a range of strategies, including fundamental, technical, and cyclical analysis, with an emphasis on tax-efficient asset location and opportunistic rebalancing.

Veronika Lysyanska is a financial advisor at Dishmi Capital, LLC with nine years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, TD Ameritrade, Caerus Investment Advisors, and Rillhurst Capital. Dishmi Capital provides discretionary investment management and advisory services to individuals, trusts, business entities, and employer-sponsored retirement plans. The firm combines a wrap-fee portfolio program with pension consulting and institutional portfolio management, employing a range of investment strategies tailored to client objectives and risk tolerances.

Joanie Morioka is a financial advisor with Kondo Wealth Advisors, Inc in Pasadena, CA, holding a Series 66 designation and 22 years of industry experience. She has been with Kondo Wealth Advisors since 2007 and Purshe Kaplan Sterling Investments since 2011. Kondo Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses both fundamental and cyclical analysis across various asset classes and combines portfolio management with planning and consulting, managing approximately $365 million in discretionary assets.

Jack Andrews III is the sole advisor at Athena Investment Management in Pasadena, CA, holding a Series 65 credential and bringing 28 years of industry experience. He has been with Athena Investment Management since 1990. Athena Investment Management provides comprehensive investment advisory and portfolio management services to individual and institutional clients, including high-net-worth individuals, family-controlled LLCs, IRAs, trusts, 401(k)s, charitable foundations, and donor-advised funds. The firm manages portfolios individually with a focus on after-tax total return, using a defined equity universe and a relative-value, earnings-based stock selection process, complemented by tactical allocation adjustments and limited turnover.

Jose Portillo is a financial advisor at Southland Equity Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including R H Investment Corporation, Inc. and R M Duncan Capital Management. Outside of his advisory role, he serves as CFO for R M Duncan Securities and R M Duncan Capital Management, handling financial reporting and compliance tasks. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, and retirement consulting. The firm utilizes a combination of fundamental and technical analysis to manage primarily discretionary portfolios and evaluates third-party managers for specific asset classes.

Edward Zubow is a financial advisor at Wedbush Securities Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wedbush Securities since 2004. Outside of his advisory role, he is a partner and trumpet player in a band called Shallow Water Music LLC and owns EZ Money BBQ, LLC, a business selling barbecue spices. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting both discretionary and non-discretionary managed accounts.

David Zuckerman is a CFP®-certified financial advisor with 22 years of industry experience, currently serving at Zuckerman Capital Management, LLC since 2008. He is licensed as an independent insurance agent in California and occasionally writes fixed insurance policies, though this activity comprises less than 5% of his work hours. Zuckerman Capital Management serves individual investors—including high-net-worth clients—along with trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a diversified investment approach blending modern portfolio theory with established investment principles, utilizing actively managed mutual funds and ETFs on an institutional platform with access to specialized third-party managers.

Shang Chou is a financial advisor at Dishmi Capital, LLC with seven years of industry experience. He holds the Series 66, Series 63, and Series 65 registrations. His prior roles include positions at Goldman Sachs & Co. LLC, JPMorgan Securities LLC, and Simplify Asset Management. Dishmi Capital provides discretionary investment management and advisory services to individuals, trusts, business entities, and employer-sponsored retirement plans. The firm offers a wrap-fee portfolio program and retirement plan consulting, employing a range of strategies tailored to client objectives and risk tolerances.