Jens Spitta is a financial advisor at QCA Capital Management Inc in Los Angeles, CA, with 55 years of industry experience. He has been with Quincy Cass Associates, Incorporated since 1970. QCA Capital Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an actively managed, generally long-term investment approach with tailored portfolios constructed from a range of securities and alternative vehicles.

Jessica Rosenberg is a financial advisor at JDM Financial Group LLC with 12 years of industry experience. She holds a Series 65 designation and has been with JDM Financial Group since 2015. In addition to her advisory role, she works as an insurance agent through various insurance agencies. JDM Financial Group primarily serves high-net-worth individuals and corporations, offering discretionary portfolio management, financial planning, and consulting services. The firm utilizes an asset-allocation approach favoring mutual funds and ETFs, incorporating fundamental analysis and behavioral finance, and provides both wrap-fee and non-wrap advisory services.

Julian Scott is a financial advisor at WellAcre Global Wealth Advisors in Santa Monica, CA, holding a Series 65 designation with one year of industry experience. Prior to joining WellAcre, he worked at Generate Capital and McKinsey & Company, and completed an MBA program at The Wharton School. WellAcre Global Wealth Advisors provides investment advisory and planning services to individuals, trusts, pension plans, and business entities. The firm employs multiple analytical methods to create tailored asset allocation strategies and offers a wide range of services including discretionary portfolio management, financial planning, and retirement plan consulting.

Jacques Soenens is a financial advisor with Great Gable Wealth Management, LLC, holding a Series 65 designation and 23 years of industry experience. He has served as Managing Partner and Chief Investment Officer at Great Gable Partners, LP since 2004, where he leads the firm's alternative investment strategy. Great Gable Advisors provides discretionary portfolio management and integrated financial planning to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm manages balanced portfolios focused on capital appreciation through equity and fixed-income investments, emphasizing equity selection based on free cash flow analysis, value metrics, and competitive advantage assessments.

Ryan Sitrin is a financial advisor with Sitrin Capital Management, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Sitrin Capital Management since 2016, working within a six-advisor team based in Century City, CA. Sitrin Capital Management 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 the S&P 500 to identify leading sectors and select individual equities, combining fundamental, technical, and cyclical analysis in its decision-making.

Azelia Betancourt is a financial advisor at Galliott Capital Advisors, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2016 to 2020. Betancourt is also affiliated with Insigneo Advisory Services, where she engages in portfolio creation and asset allocation. Galliott Capital Advisors is a family-office and investment advisory boutique serving high- and ultra-high-net-worth individuals, families, businesses, institutional clients, and retirement plan sponsors. The firm offers asset and portfolio management, financial planning, multi-family office services, and consulting, using a range of investment types including equities, fixed income, ETFs, options, and alternatives.

Austin Link is a Series 66 licensed advisor at GKV Capital Management Co Inc with one year of industry experience. Prior to joining GKV in 2026, he held roles at Fidelity Investments and has a diverse work background including positions outside the financial industry. GKV Capital Management provides discretionary portfolio management to individual and institutional clients, employing a combined top-down macro analysis and bottom-up fundamental research approach. The firm customizes portfolios to client objectives and integrates held-away accounts while offering financial planning and estate-planning support through third-party technology.

Peter Finkel is a CFA® charterholder and holds a Series 63 license, with six years of industry experience. He has been with Eliot Finkel Investment Counsel, LLC since 2003. Eliot Finkel Investment Counsel, LLC provides discretionary portfolio management for individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-oriented, income-focused investment approach emphasizing fundamental research and economic analysis, and it uses borrowing within separately managed accounts, a practice uncommon among peers.

Josh Graybill is a CFA® charterholder with 14 years of industry experience. He has been with Bristlecone Value Partners, LLC since 2004. Bristlecone Value Partners advises individuals, families, and institutional clients through discretionary investment supervisory services and sub-advisory arrangements, focusing on a Large Cap Value strategy. The firm also manages a private pooled vehicle targeting microcap companies and is notable for integrating separate-account management with private fund advising.

Kumbirai Mtunga is a financial advisor at Private Wealth Solutions, LLC with 19 years of industry experience and holds a Series 66 designation. He previously spent 10 years at Stevens Foster Financial Advisors before joining his current firm. Private Wealth Solutions serves individuals, trusts, pension and profit-sharing plans, and corporate clients by providing asset management, financial planning, and retirement plan consulting. The firm emphasizes tailored, non-discretionary portfolio management and delivers planning work within defined engagements.

Jonas Lee is a financial advisor at Aligne Wealth Advisors Investment Management with 41 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC and MML Investors Services, Inc. He is also a licensed insurance agent specializing in non-variable insurance products such as life, disability, and long-term care insurance. Aligne Wealth Advisors Investment Management manages approximately $224 million for about 200 clients, including individuals, trusts, business entities, and charitable organizations. The firm employs a discretionary investment approach based on proprietary global macroeconomic research and offers financial planning and pension consulting services.

Christopher Mattern is an advisor at MFA Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has held roles at Tone, Walling & Meador LLP, where he is a minority partner in a tax preparation and accounting firm, in addition to his ongoing advisory work. Mattern has been affiliated with MFA Wealth Services and related entities since 2013. MFA Wealth Services is a registered investment adviser serving individuals, high-net-worth clients, trusts, business owners, and corporations. The firm manages approximately $293 million across 224 accounts, focusing on strategic asset allocation based on Modern Portfolio Theory, offering personalized financial planning, portfolio management, and third-party money manager oversight.

Steven Karkenny is a CFP® professional with 10 years of experience in the financial advisory industry. He is currently an advisor at Kanan Advisors and also owns KarkennyX, an investment-related consulting business that assists an unaffiliated advisory firm with client deliverables and business growth strategy. His prior experience includes roles at Integrity Financial Corporation and Alliance Advisory & Securities, Inc. Kanan Advisors is a fee-only registered investment adviser serving employer-sponsored plans, corporate clients, and business owners. The firm uses a mix of investment strategies and may employ Outside Managers while maintaining primary advisory oversight, focusing on retirement plan consulting and business-owner services.

Darrell Warner II is a financial advisor at Qmulate with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at BlueRock Capital Advisors and Clearstone Insurance Services. Qmulate serves individual and high-net-worth clients, small businesses, and retirement plan sponsors by offering financial planning, coaching, investment consultation, and portfolio management. The firm emphasizes a diversified, buy-and-hold investment approach and provides mostly non-discretionary portfolio management with written investment guidelines and client approval required for trades.

Kellen Doop is a financial advisor at Maxwell Financial Group, Inc with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Maxwell Financial Group since 2017. Prior to that, he was affiliated with MML Investors Services Inc and Mass Mutual Life Insurance Company. Maxwell Financial Group serves individual clients, including high-net-worth individuals, as well as company and pension plan clients by providing investment supervisory services, financial planning, and third-party portfolio reviews. The firm employs a predominantly non-discretionary investment approach and offers retirement-focused educational seminars at no cost.

Mitchell Kraus is a CFP® with 32 years of industry experience, currently serving at Capital Intelligence Advisors, Inc. since 2004. He also has a longstanding affiliation with LPL Financial, LLC dating back to 2003. Kraus conducts seminars on financial planning and related topics for businesses and associations. Capital Intelligence Advisors provides financial planning services to individuals, families, small businesses, and institutional clients, focusing on written financial plans and ongoing planning engagements rather than discretionary portfolio management. The firm does not take custody of client assets and offers clients the option to implement recommendations through affiliated brokerage and insurance channels.

Mark Tonoff is an advisor with Penmar Wealth Management LLC in Santa Monica, CA, holding Series 63 and Series 65 licenses. He has 18 years of experience through his role as president and insurance agent at Tonoff Financial Services, Inc., and has been with Penmar Wealth Management since 2025. Penmar Wealth Management provides discretionary asset management and financial planning services tailored to client goals, employing a variety of analytical methods and permitting client-imposed investment restrictions. The firm serves a small client base and maintains affiliated insurance businesses alongside its advisory services.

Andrew Eddy is a CFP® and ChFC® with 11 years of industry experience. He is the principal of Eddy Financial, LLC in Santa Monica, CA, where he has worked since 2017 after three years at Lincoln Investment. Outside of his advisory role, he serves as the volunteer head of his local homeowners association. Eddy Financial serves individual investors, trusts, small businesses, and employer retirement plans with discretionary asset management, financial planning, and retirement plan consulting. The firm constructs individualized portfolios using a range of securities and may incorporate third-party money managers and institutional fund vehicles as part of its investment approach.

Brian Clay is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Clay Northam Wealth Management. He has worked at the firm since 2011 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Clay is involved in managing fixed insurance products including long-term life and health insurance. Clay Northam Wealth Management provides discretionary investment management and financial planning to individuals, trusts, estates, retirement plan participants, and select institutional clients. The firm employs a value-oriented investment approach with an emphasis on diversification and tactical asset allocation, managing over $300 million in assets across approximately 390 client relationships.

Joel Lopata is a financial advisor at Vincimus Capital, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Hogan Lovells US LLP and the Federal Bureau of Investigation. Outside of his advisory role, he provides legal consulting services to small businesses in the construction trades through RallyX Management Solutions. Vincimus Capital offers financial planning, asset management, and retirement plan consulting to individuals, high net worth clients, business owners, family offices, and certain institutional plans. The firm employs tactical diversification and custom asset allocation, combining traditional and alternative investments selected through a proprietary due diligence process.