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.

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.

Geoffrey Bates is a CFP® with 27 years of industry experience, currently serving as an advisor at Bates Wealth Management, LLC since 2016. He has operated as a sole proprietor since 2011 and is also the owner of an insurance agency specializing in life and health insurance. Bates Wealth Management serves individual investors and retirement plan sponsors, offering discretionary asset management, ERISA 3(21) advisory services, and hourly financial planning. The firm employs both fundamental and technical analysis, incorporating options and derivative strategies, and manages accounts on a discretionary basis with documented client goals and investment restrictions.

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.

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.

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.

Gray Von Adelung is a financial advisor at von Adelung Wealth Management with 39 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial, Western International Securities, Inc., and Financial West Group. He has managed von Adelung Wealth Management since 2005. Von Adelung Wealth Management is a state-registered investment adviser serving individuals, pension and profit-sharing plans, and corporate clients. The firm employs a combination of fundamental, technical, cyclical, and qualitative analysis alongside asset allocation and trading strategies to develop individualized portfolios.

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.

David Ono is a financial advisor with Bates Wealth Management, LLC in Los Angeles, CA. He holds the CFP® and ChFC® designations, along with a Series 63 license, and has 12 years of industry experience. He has been with Bates Wealth Management since 2016. Outside of advising, he operates a life and health insurance agency as a sole proprietor. Bates Wealth Management serves individual investors and retirement plan sponsors, providing discretionary asset management, limited-scope ERISA 3(21) plan advisory services, and hourly financial planning. The firm employs both fundamental and technical analysis and incorporates option and derivative strategies tailored to client objectives within a boutique, client-focused practice.

David Adefeso is a financial advisor with The Pacific Group in Los Angeles, holding a Series 66 license and bringing 27 years of industry experience. His prior roles include positions at Axa Advisors, LLC and Pacific Advisory Capital Group, LLC. Outside of advisory work, he is involved in technology development through ownership of Sootchy, Inc. and has appeared as himself on a reality television show. The Pacific Group provides investment advisory services to individual, pension, and corporate clients with a focus on customized portfolio construction using various analytical methods. The firm manages discretionary and non-discretionary portfolios, sponsors a wrap-fee program, and offers access to an automated investing platform while maintaining affiliated insurance and consulting entities.

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.

Jacob Weston is a financial advisor with Aligne Wealth Advisors Investment Management (AWAIM) in Los Angeles, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial and MassMutual Investors Services. Aligne Wealth Advisors Investment Management offers discretionary investment management, financial planning, pension consulting, and private fund management to individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a global macroeconomic-driven investment approach, using model portfolios primarily composed of mutual funds and ETFs, and manages a private global macro opportunities fund with a performance-based fee structure.

Anthony Glomski is a financial advisor at AG Asset Advisory, LLC, holding a Series 65 designation with 16 years of industry experience. He has worked at AG Asset Advisory since 2010. In addition to his advisory role, he is an independent insurance agent specializing in life and long-term care insurance. AG Asset Advisory provides discretionary and non-discretionary investment management, wealth advisory consulting, pension consulting, and pooled-investment consulting services to individuals, high-net-worth clients, plans, and trusts. The firm manages approximately $440 million across about 35 client relationships and employs a blend of fundamental, technical, and charting analysis, including the use of derivatives and third-party money managers in client accounts.

Alexander Notaro is a financial advisor at Valley Financial Management, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Leumi Investment Services Inc. and Northwestern Mutual Investment Services, LLC. Outside of his advisory role, he is a member of Notaro Holdings LLC, an investment entity with mutual fund and ETF holdings. Valley Financial Management operates as Valley Digital Investor, providing discretionary portfolio management and automated implementation of model ETF portfolios through an online platform. The firm serves individual and high-net-worth clients who fund accounts via Valley National Bank and use electronically managed target portfolios ranging from conservative to aggressive investment strategies.

William Fowls is a financial advisor at Schauer Investment Management, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Allstate from 2021 to 2023. Schauer Investment Management, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs fundamental analysis, documents client objectives in an Investment Policy Statement, and conducts quarterly account reviews, managing a range of investment types including equities, fixed income, mutual funds, and real estate funds.