Tara Koda is a financial advisor at California Capital Management with a Series 65 designation. She has been with the firm since 2023 and has prior work experience spanning roles in home support services and environmental services. California Capital Management offers investment advisory services to individuals, trusts, pension plans, and corporate clients, managing approximately $358 million in discretionary assets. The firm provides customized portfolio management through wrap fee programs and retirement plan consulting tailored to clients’ time horizons, risk tolerance, and goals.

Razmig Der Tavitian is a CFA® charterholder and financial advisor at Evolve Private Wealth, LLC with four years of industry experience. He previously worked at Sanctuary Advisors, Sanctuary Securities, Wells Fargo Clearing, and MUfG Union Bank. He serves on the investment committee of the Western Diocese Endowment Fund and is a board member of the Hovsepian School, an educational organization. Evolve Private Wealth, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets across 679 clients, employing a fundamental and long-term investment approach that includes diversified portfolios of low-cost mutual funds, ETFs, individual equities and bonds, independent managers, alternative investments, and use of derivatives supported by artificial intelligence tools.

Lorenzo Esparza is a financial advisor at Manhattan West Asset Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Manhattan West since 2016. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and a Digital Asset Advisory Program, managing over $1 billion in discretionary assets through a fiduciary, client-tailored approach that combines multiple investment strategies across various asset classes.

Nick Garris is a financial advisor at TriaGen Wealth Management LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2008 to 2020 before joining TriaGen in 2020. TriaGen Wealth Management is a registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored, suitability-based investment process and utilizes a range of strategies and instruments, including third-party money managers, model portfolios, and options trading, while integrating operational AI tools for client service and back-office functions.

Lily Mossayi is a financial advisor at AIRE Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has worked at AIRE Advisors since 2021. Prior to that, her background includes positions in real estate and law firms. AIRE Advisors manages approximately $1 billion in client assets, serving individual clients, family offices, employer retirement plans, and brokerage customers. The firm emphasizes strategic asset allocation and employs a range of investment strategies, including the use of third-party money managers, with services offered on both discretionary and non-discretionary bases.

Gregory Zedlar is a financial advisor with California Capital Management in North Hollywood, CA, holding the ChFC® and Series 66 designations and bringing 22 years of industry experience. He has been with California Capital Management since 2004. Outside of advisory work, he is a co-trustee of the G & L Zedlar Family Trust and is involved with Conceptual Thinking, LLC, which invests in startups. California Capital Management provides investment advisory services to individuals, trusts, pension plans, and corporate entities with a focus on customized portfolio management. The firm manages approximately $358 million in discretionary assets for a client base of several hundred accounts, offering wrap fee programs and retirement plan consulting tailored to various time horizons and risk tolerances.

Darren Pollock is a financial advisor at Cheviot Value Management, LLC with 20 years of industry experience. He holds a Series 65 designation and has been with Cheviot Value Management since 2000. Cheviot Value Management is a privately owned registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan participants. The firm employs a value-oriented, fundamentally driven investment approach with tactical asset allocation and offers services including discretionary investment management, financial planning, and budget coaching.

Richard Plamondon is a financial advisor at Lazari Capital Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lazari Capital since 2018, following a nine-year tenure at Mutual Securities. Outside of his advisory role, he is also a licensed insurance agent specializing in Medicare insurance products. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting services to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and a private fund. The firm employs a multifaceted investment approach that includes fundamental, technical, cyclical, and quantitative analysis and manages accounts primarily on a discretionary basis.

Jeffrey Garagliano is a financial advisor at Alliance Advisory & Securities, LLC with 27 years of industry experience. He holds the Series 66 designation and has been with the firm since 1998. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individuals, including high-net-worth clients, as well as trusts, pension plans, and charitable organizations. The firm employs diversified model allocations based on modern portfolio theory, offering both discretionary and non-discretionary portfolio management alongside financial planning and held-away account services.

Matt Stadelman is a financial advisor at Navalign, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Navalign since 2018, following prior roles at Carter Jacobs, LLC and 1080 Financial Group. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for around 677 clients, employing a blend of fundamental analysis and various investment strategies, including the use of margin borrowing and options within separately managed accounts.

Bradley Salo is a CFP® with 39 years of industry experience. He has been with California Capital Management since 2004 and also works with Purshe Kaplan Sterling Investments. Outside of his advisory work, he is president of One Management Group, Inc., a landscape design consulting firm. California Capital Management provides investment advisory services to individuals, trusts, pension plans, and corporate entities, managing roughly $358 million in discretionary assets across several hundred accounts. The firm offers customized portfolio management through a wrap fee program and retirement plan consulting, utilizing a range of investment strategies including ETFs, mutual funds, equities, fixed income, and options.

Handong Yu is a financial advisor at Dew Point Capital with one year of industry experience. He holds a Series 65 designation and has worked at Dew Point Capital since 2024. Prior to this, he held various roles including positions at StockSwap and the JACCK Foundation for the Arts. Dew Point Capital provides fee-based discretionary portfolio management and financial planning services to individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities. The firm uses a custom, strategic allocation approach emphasizing long-term purchase strategies with flexibility for short-term trades under certain market conditions.

John Vance is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Vance Wealth since 2020. Prior to this, he worked at Raymond James Financial Services Advisors and has held roles in community education and business organizations. He is a board member and part of the finance committee for the Santa Clarita Valley Chamber of Commerce. Vance Wealth is a multi-advisor SEC-registered investment advisory firm managing approximately $736 million in assets. The firm serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations, offering discretionary wealth management, financial planning, and business consulting. Its investment approach emphasizes long-term fundamental analysis, using a mix of ETFs, mutual funds, individual securities, and outside managers tailored to clients’ cash-flow needs and risk tolerance.

Timothy Day is a financial advisor at Evolve Private Wealth, LLC with four years of industry experience. He holds the Series 66 designation and has worked at IEQ Capital, LLC, RBC Capital Markets, and Charles Schwab. Prior to his career in finance, he was employed in the restaurant industry and at California State Polytechnic University, Pomona. Evolve Private Wealth, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets and employs a fundamental, long-term investment approach that includes diversified portfolios of low-cost mutual funds, ETFs, individual equities, bonds, and alternative investments.

Martin Irani is a financial advisor at Cheviot Value Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hancock Management Partners for 25 years. Outside of advisory work, he is the owner of Touchdown Capital, LLC, a real estate investment business. Cheviot Value Management provides discretionary investment management and advisory services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm follows a value-oriented investment approach with fundamental analysis and diversification, offering additional services such as financial planning, budget coaching, and access to an insurer-consultation platform.

Francois Schramek is a CFA® charterholder with 10 years of industry experience, currently serving at Manhattan West Asset Management, LLC. His prior roles include positions at JPMorgan Private Bank, DropTerra Limited, and Pathstone Federal Street. He holds Series 65 and Series 63 licenses. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, and endowments, offering discretionary portfolio management, financial planning, and a Digital Asset Advisory Program. The firm employs a fiduciary, client-tailored approach combining fundamental, quantitative, and technical analysis, managing over $1 billion in discretionary assets across traditional and alternative investment strategies.

Rem Oculee is a financial advisor at Confidence Wealth Management, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has served as CEO of multiple companies, including 3rd Delta, Inc., a marketing operations firm, Exit Mindset, LLC, which focuses on authorship of business growth strategies, and 9Q Ventures, LLC, a venture capital company. He also oversees insurance agencies affiliated with his firm. Confidence Wealth Management, Inc. manages approximately $454 million for individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities through a team of nine advisors. The firm employs proprietary model portfolios combined with third-party managers to implement diverse investment strategies, emphasizing risk management and diversification.

Kristina Zimmerman is a financial advisor at Lazari Capital Management, Inc. with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Lyndhurst Securities, Kovack Securities, and LPL Financial. Outside of her advisory role, she is president of Glasswing Consulting, Inc., a company providing business, operational, and compliance support to broker/dealers, RIAs, and fund companies. Lazari Capital Management offers portfolio management, financial and estate planning, and pension consulting to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and a private fund. The firm employs a diverse investment approach that includes fundamental, technical, cyclical, and quantitative analysis and manages accounts with regular monitoring and reviews.

Gregory Kushner is a financial advisor at IDB Lido Wealth, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at multiple related firms, including Lido Advisors and Oakhurst Advisors. Outside of his advisory roles, he is the founder and president of Lido Consulting Group, LLC, which provides consulting and educational services to family offices. IDB Lido Wealth, LLC serves high-net-worth individuals, family offices, pensions, and other institutional clients with an integrated wealth management approach that includes multi-asset allocations and utilizes affiliated sub-advisers. The firm is jointly owned by Lido Advisors and Israel Discount Bank of New York and offers discretionary investment management as well as financial planning and fiduciary services.

Kelly Sueoka is a financial advisor with RVW Wealth LLC in Los Angeles, CA. He holds Series 65 and Series 66 licenses and has eight years of industry experience. His work history includes roles at RVW Investing, LLC and as a self-employed advisor. RVW Wealth LLC provides discretionary investment management, financial planning, and related advisory services to a diverse client base, including individuals, trusts, estates, and business entities. The firm employs a fundamental research approach and typically allocates portfolios between ETFs, mutual funds, and fixed-income securities, offering continuous supervision and additional services such as educational seminars and a subscription newsletter.