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.

Matthew Crisafulli is a CFP® with 11 years of industry experience, currently serving at Acap Asset Management, Inc. since 2014. He holds the Series 65 designation and works from Studio City, CA. Acap Asset Management, Inc. provides investment advisory services to individuals, trusts, and pension/profit-sharing plans, offering tailored portfolios that include a variety of securities and incorporate both fundamental and technical analysis. The firm integrates investment management with tax and retirement-plan consulting services, supported by its affiliation with a Certified Public Accountant.

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.

Kenneth Butler is a CFP® professional with 22 years of industry experience. He is a principal at Butler Financial Services, Ltd., where he has worked since 2015 and is also self-employed in related activities. Outside of advising, he is involved in income tax preparation and holds California real estate broker and loan originator licenses. Butler Financial Services, Ltd. provides fee-based portfolio management and financial planning primarily for individual clients, as well as trusts, estates, and business entities. The firm emphasizes retirement planning and employs an asset-allocation driven investment approach grounded in modern portfolio theory, offering both standalone plans and ongoing management services.

Robert Gipson is a CFA® charterholder with 13 years of industry experience. He is a managing shareholder and board member of Gipson Hoffman & Pancione, a law firm he founded, and has served as a director of Wolfgang Puck Worldwide, Inc. since 2007. Gipson also holds executive roles in business consulting and bookkeeping firms. He is a principal at Alpha Analytics Investment Group LLC, which provides advisory and portfolio management services primarily to individual and high-net-worth clients, trustees, and corporate plans. The firm employs a globally diversified, asset-allocation driven approach emphasizing low-cost institutional funds and customized portfolio construction based on each client’s goals and risk tolerance.

Mark Minichiello is a financial advisor at QCA Capital Management Inc with 27 years of industry experience. He has been with QCA since 2009, previously working at Opportunity Research Group, LLC for five years. Outside of his advisory role, Minichiello serves as Director and Chief Financial Officer of Top Dog Films, Inc., an entertainment company involved in film, television, and publishing, and he is a board member and training coach for the South Bay Runners Club. QCA Capital Management provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs actively managed strategies with a long-term focus and serves a range of client objectives, including growth and income, while also offering access to alternative investments.

Stephen Scherer is a financial advisor with Private Financial Counseling in Los Angeles, CA, with 28 years of industry experience. He has been a partner and president of Scherer & Bradford, a law firm, since 1992. Scherer has worked at PFC Capital Group, Inc. since 1981. Private Financial Counseling provides discretionary wealth management and portfolio management primarily to individuals and high-net-worth families, as well as trusts, retirement-plan participants, corporations, and charitable organizations. The firm combines proprietary quantitative selection methods with fundamental and third-party research to manage portfolios over medium- to long-term horizons.

Vick Khoboyan is a financial advisor at Harold Davidson & Associates, Inc. with six years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including F/M Investment LLC, Gries Financial Partners, and First Western Capital Management. Harold Davidson & Associates provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, pension plans, and businesses. The firm manages approximately $390.5 million across about 237 client relationships, offering individualized investment strategies and advising on employer retirement plans and private pooled vehicles such as real estate limited partnerships.

Leonid Medved is a financial advisor at Valley Financial Management, Inc. in Beverly Hills, CA, holding a Series 66 designation with 15 years of industry experience. He previously worked at Bank Leumi USA and Leumi Investment Services Inc. from 2011 to 2022. Medved is a member of the investment committee for the Gideon Hausner Jewish Day School, where he contributes to the management of the school’s endowment investments. Valley Financial Management operates as Valley Digital Investor, offering discretionary portfolio management through an online platform that serves individual and high-net-worth clients. The firm provides automated ETF model portfolios based on client profiles, with accounts funded and managed electronically via Valley National Bank.

Marla Vickrey is a financial advisor with Hofer & Associates Wealth Management, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked at Hofer & Associates since 2016. Outside of her advisory role, she is also a licensed insurance agent. Hofer & Associates Wealth Management serves individuals, high net worth clients, charitable organizations, and small businesses, managing approximately $216 million in client assets. The firm offers discretionary and non-discretionary portfolio management using a variety of investment strategies and model portfolios tailored to different risk tolerances.

Nathaniel Cohen is a financial advisor at Marest Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Marest Capital, he was a student or unemployed for ten years. Marest Capital, LLC advises individual and high-net-worth clients through discretionary portfolio management and referrals to third-party money managers. The firm manages approximately $240 million for 67 clients, employing a combination of asset-allocation, fundamental, qualitative, cyclical, and sector analysis to tailor investment strategies to client objectives and risk tolerance.