Howard Borris is a ChFC® credentialed financial advisor with 39 years of industry experience. He has been associated with Greenbrier Diversified, Inc. since 1986. Borris is based in Beverly Hills, CA, and operates through Borris Nii & Company. Borris Nii & Company provides business and family wealth management and investment management services to high-net-worth individuals, trusts, estates, and small businesses, including many clients in the entertainment industry. The firm offers a family office–style service that includes portfolio oversight, bookkeeping, tax preparation, and audit defense, acting as an outsourced family office and intermediary coordinating third-party providers while implementing asset-allocation strategies primarily through mutual funds, ETFs, and sub-managers.

Justin Krane is a CFP®-certified financial advisor with 28 years of industry experience. He is a principal at Krane Financial Solutions, where he has worked since 2010, and previously operated Kranestorming, LLC from 2015 to 2023. Krane Financial Solutions provides investment management, financial and retirement planning, qualified retirement plan advisory, and business consulting/CFO services to individuals, retirement plans, trusts, and business clients. The firm combines tactical allocation with fundamental and technical analysis and offers a Financial Life Experience™ program, business consulting, and public speaking engagements alongside its portfolio management and planning services.

Lauren Trumbull is a financial advisor at Krane Financial Solutions and holds the Series 65 designation. She has two years of industry experience and has worked in various roles across multiple sectors, including prior positions at Howa, Curtis DMD, and Red Bull North America. Krane Financial Solutions provides investment management, financial and retirement planning, and consulting services to individuals, qualified retirement plans, trusts, estates, and business clients. The firm employs a tactical allocation strategy using both fundamental and technical analysis to create customized portfolios and offers education-focused features such as plan participant seminars and client newsletters.

Scott Hofman is a financial advisor at Ratio Capital with 20 years of industry experience. He holds a Series 66 designation and has worked at Ratio Financial Holdings since 2019, following four years at Unionbanc Investment Services. Ratio Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as charitable organizations. The firm integrates general financial planning topics into client engagements and typically allocates active management to third-party Sub-Advisers, using a rebalancing approach supported by a turnkey asset management platform.

Lewis Wallensky is a CFP®-certified financial advisor with 57 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to that, he worked at National Planning Corp for 17 years and has operated his own advisory businesses since 1970. He serves as a board member for the nonprofit organization Jewish Big Brothers. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households, offering a broad range of investment solutions supported by an in-house research team.

Grant Wallensky is a financial advisor with Lewis M. Wallensky Associates, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at LPL Financial LLC since 2017 and previously at National Planning Corporation from 2011 to 2017. Outside of his advisory role, he is involved with the California 51st Assembly District Central Committee. Lewis M. Wallensky Associates provides financial planning, consulting, and third-party money manager selection for individual clients. The firm emphasizes written financial plans and due diligence on independent advisers rather than managing portfolios internally.

Esteban Di Masi is a ChFC® credentialed financial advisor with one year of industry experience, currently serving as the sole advisor at Atorie Advisors, LLC. Prior to this role, he worked at William Morris Endeavor for three years. He also manages a business-management and multifamily office firm specializing in services for entertainers, executives, and high-net-worth individuals. Atorie Advisors provides ongoing portfolio management primarily for individual and high-net-worth clients, tailoring investment programs to documented goals, time horizons, and risk tolerance. The firm employs a range of analysis methods and investment instruments while managing held-away retirement and education accounts through a third-party platform and supports client-imposed investment restrictions.

David Henney is a financial advisor at Henney Wealth Management in Los Angeles, CA, with 28 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Henney Wealth Management since 2011. Outside of advisory services, he is involved in non-variable insurance products including life, health, and fixed annuities. Henney Wealth Management offers discretionary and non-discretionary investment management and financial planning to a range of clients including individuals, high-net-worth individuals, trusts, and pension plans. The firm constructs portfolios primarily using ETFs and closed-end funds and provides retirement planning and Social Security claiming strategy guidance.

Chris Varjabedian is an advisor at Lake Avenue Financial LLC with one year of experience in the financial industry. He is also the President and CEO of VAR Accounting Group, an accounting firm based in Woodland Hills, CA, where he has worked since 2018. Prior to joining Lake Avenue Financial, he held positions at Pomerantz, Kavinoky & Co., Hcvt, and SingerLewak. Lake Avenue Financial LLC serves individual clients, including both high-net-worth and non-high-net-worth individuals, as well as brokerage customers and financial institutions. The firm offers customized asset allocation and model-based portfolio construction, utilizing fundamental, technical, cyclical, and charting analysis, along with ongoing supervision and periodic rebalancing.

Anthony Nahra is a CFP® with over 31 years of industry experience. He has been with The Sterling Group since 2006 and Sterling Group Wealth Management, LLC since 2012. Nahra also serves as a co-trustee and attorney-in-fact for his father’s living trust. The Sterling Group is a team-based advisory firm serving individuals, trusts, estates, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, emphasizing customized asset allocation, diversification, and periodic rebalancing tailored to each client’s goals and risk tolerance.

Larry Fernandez is a financial advisor at Victus Capital Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Victus Capital Wealth since 2010. Outside of his advisory role, he serves as a general partner in a pooled investment vehicle focused on qualified opportunity zone real estate. Victus Capital Wealth serves individuals, trusts, retirement plans, and corporate entities by providing portfolio management, retirement plan consulting, and referrals to third-party money managers. The firm employs a combination of fundamental and technical analysis across a range of strategies, managing assets both directly and through oversight of sub-advisors, with a distinctive role as sponsors of a pooled investment vehicle investing in opportunity zone real estate.

John Defonso is a CFA® charterholder and Series 65 licensee with 10 years of experience in the financial advisory industry. He has been with Aqua Capital Advisors LLC since 2016 and also serves as president of Arxstone Partners LLC, an investment advisory firm currently in a dormant state. Aqua Capital Advisors LLC is a fee-only wealth management firm serving individuals and families, including high-net-worth clients. The firm emphasizes integrated financial planning and customized portfolio construction using diversified, low-cost ETFs and tax-aware strategies under a fiduciary standard.

Stephen Callahan is a financial advisor with Callahan & Callahan Asset Management, Inc. in Woodland Hills, CA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Callahan & Callahan Asset Management since 2002. Callahan & Callahan Asset Management provides non-discretionary portfolio management and advisory services to individuals, trusts, estates, corporations, small business owners, and institutional clients. The firm uses a client profile process to tailor diversified portfolios and combines charting, fundamental and technical analysis with an asset-allocation focus.

Kyle Schauer is a financial advisor at Schauer Investment Management, Inc. with 5 years of industry experience. He holds a Series 65 designation and has been involved with Schauer Investment Management since 2014. Outside of financial advising, he works as a freelance musician. Schauer Investment Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm focuses on fundamental analysis and long-term trading, managing client accounts directly rather than outsourcing to third-party managers.

Benjamin Cohen is a financial advisor at Marest Capital, LLC with two years of industry experience. He holds a Series 65 designation and has a background in real estate, working as a realtor with Levine Realtors since 2022. Prior to joining Marest Capital in 2023, he also worked at SBH Real Estate and Coldwell Banker. Marest Capital, LLC advises individual and high-net-worth clients, providing discretionary portfolio management through a wrap comprehensive portfolio management program and referrals to third-party money managers. The firm combines asset-allocation strategies with fundamental, qualitative, cyclical, and sector analysis to tailor investment approaches based on client objectives and risk tolerance.

Jennifer Hartman is a CFP® and Series 65-licensed financial advisor with 20 years of experience. She has been with Greenleaf Financial Group since 2006. Greenleaf Financial Group provides fee-only investment management and financial planning primarily for individuals and families, as well as trusts, small businesses, and not-for-profit institutions. The firm emphasizes asset allocation, long-term investment strategies, and regular portfolio monitoring, serving clients mostly on a discretionary basis with ongoing financial-planning support.

Drew Cohen is a financial advisor at Davidson Kahn Capital Management, LLC with 5 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Capital Group and Goldman Sachs & Co. LLC. Outside of his advisory role, he is a part owner of Speedwell Research LLC, a firm that produces in-depth research reports and financial models. Davidson Kahn Capital Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as corporate and foundation clients. The firm combines fundamental and quantitative analysis with a long-term investment approach, managing assets in-house and preparing tailored Investment Policy Statements for each client.

Russell Kartub is a CFA® charterholder and holds a Series 65 license, with 12 years of experience in the financial industry. He has been with Insight Investment Counsel since 2014. Insight Investment Counsel is a SEC-registered advisory firm that provides discretionary portfolio management and investment advice to individuals, pension and profit-sharing plans, charitable organizations, corporations, and other investment advisers. The firm employs a mix of asset allocation, fundamental analysis, and mutual fund/ETF evaluation, using both long- and short-term strategies with regular account reviews and rebalancing.

H. Steven Shrier is a financial advisor at Shrier Wealth Management, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 44 years of industry experience. He worked at Linsco/Private Ledger Corp. for 27 years before joining his current firm in 2025. He serves in a fiduciary capacity for 401(k) profit-sharing plans through Shrier Wealth Management. Shrier Wealth Management advises individuals, trusts, nonprofit organizations, pension and profit-sharing plans, and corporate clients, providing asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-method investment approach and offers active management of donor-advised fund assets alongside services such as corporate structure analysis and real estate analysis.

Jason Torrey Payne is the principal advisor and owner of Torrey-Payne Wealth Management, an independent SEC-registered advisory firm based in Pasadena, CA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, including over two decades at Los Angeles Firemen's Credit Union. His prior roles also include positions at Raymond James & Associates and The Leaders Group Inc. Torrey-Payne Wealth Management serves affluent individuals, family offices, and institutional clients, providing investment management, financial planning, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary portfolio management, utilizing ETFs, mutual funds, and individual securities guided by fundamental and cyclical analysis.