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.

Georgene Grattan is the President and CEO of Grattan Financial Strategies, Inc. with 42 years of experience in the financial industry. She holds a Series 63 designation and has worked at BB Graham & Co, Grattan Financial Securities, Inc., Grattan Financial Strategies, Inc., and The Northwestern Mutual Life Insurance Company. Outside of finance, Georgene is a 50% shareholder in Grattan Enterprises, Inc., a food company producing chocolates, pastries, jams, and jellies, and she owns Gigi's Fine Chocolates as a chef and chocolatier. Grattan Financial Strategies provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolio management and consulting services, managing both discretionary and non-discretionary accounts with a focus on fundamental and technical analysis across various asset classes.

Kevin Cifuentes is a CFP® and Series 65 licensed advisor with five years of industry experience. He has been with Veritas Financial Consulting LLC since 2021 and previously worked at Chase Bank and California State Polytechnic University. Veritas Financial Consulting LLC serves individual and high-net-worth clients with tailored investment management and financial planning services. The firm employs a mix of passive and active ETFs and mutual funds based on modern portfolio theory and fundamental, technical, and cyclical analysis, managing about $86 million in assets for roughly 68 clients.

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 a financial advisor at Torrey-Payne Wealth Management with 29 years of industry experience. He previously worked at UBS Financial Services and held a long tenure with Los Angeles Firemen's Credit Union and Cuso Financial Services. Payne holds Series 63 and Series 65 licenses. Torrey-Payne Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients as well as institutional entities such as trusts, estates, charitable organizations, and corporations. The firm emphasizes tailored portfolios with a mix of ETFs, mutual funds, and individual securities, along with asset allocation and rebalancing, operating as a fiduciary and coordinating estate planning through outside professionals when requested.

Dante Sanchez is a financial advisor at EFC Wealth Management Firm LLC in Los Angeles, CA, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining EFC Wealth Management, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Sanchez is also a licensed insurance agent in multiple states, providing accident, health, life, and variable insurance as a supplemental service within his financial planning practice. EFC Wealth Management Firm, LLC offers discretionary asset management, financial planning, and retirement plan advisory services to individuals and plan sponsors, along with educational seminars and a subscription coaching program for investors not yet qualifying for full asset management. The firm employs a combination of fundamental, technical, and charting analysis and uses sub-advisors to implement model strategies on a discretionary basis.

Donald Kim is a financial advisor at Positive Delta Asset Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gemstone, a consulting service company for small businesses, where he serves as principal. Positive Delta Asset Management LLC provides separately managed account services to individual and institutional clients, offering a Global Alpha multi-asset ETF portfolio and customized portfolio management. The firm manages approximately $28.8 million on a discretionary basis and uses quantitative models and value-at-risk monitoring to manage exposure across various asset classes.

Ryan Peabody is a financial advisor at Sharper & Granite LLC with nine years of industry experience. He holds a Series 65 designation and has been with Sharper & Granite since 2016. Sharper & Granite LLC provides portfolio management services to individuals, high-net-worth individuals, trusts, and retirement plans. The firm employs a top-down, asset-allocation strategy focusing on low-cost, tax-efficient index ETFs and mutual funds, and permits the use of margin in managed accounts.

Amber Pavlovich is a financial advisor with Ivanoff Wealth Management Inc. in Cypress, CA, holding a Series 65 designation and one year of industry experience. Prior to joining Ivanoff Wealth Management, she was a homemaker for seven years. Ivanoff Wealth Management provides discretionary asset management and financial planning services to individuals—including high-net-worth clients—as well as retirement plans, corporate and institutional investors, and other registered investment advisors. The firm uses third-party sub-advisors and a co-advisor to implement tailored portfolios based on client objectives, risk tolerance, and time horizons.

Richard Moon is a financial advisor at Ascendant Capital Management with 12 years of industry experience. He holds a Series 65 designation and has been with Ascendant since 2015. Outside of his advisory role, he is a licensed insurance agent and an accountant. Ascendant Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm employs a combination of modern portfolio theory alongside fundamental and technical analysis to construct customized portfolios that are reviewed quarterly and may include a range of investment products.

Lawrence Russell is the principal advisor at Lawrence Russell and Company in Pasadena, CA, holding a Series 65 designation with 21 years of industry experience. Since founding the firm in 2004, he has also developed and licensed the VeriPlan lifetime financial planning software and authored financial articles and ebooks available online. His work extends beyond advisory services into financial education through digital content and software development. Lawrence Russell and Company offers fee-only financial and investment planning services primarily to individuals and families who are not high-net-worth clients. The firm focuses on lifetime financial planning and investment strategies utilizing low-cost, diversified, passive funds, emphasizing client education and self-implementation without taking custody of assets.

Joseph Malhas is a financial advisor at Private Financial Counseling in Los Angeles, CA, with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including NinePointTwo Capital, Freeman Spogli & Co., Merrill, BOFA Securities, Ares Management, and UCLA. He is the founder and principal of NinePointTwo Capital, an SEC-registered investment adviser. Private Financial Counseling provides discretionary wealth and portfolio management primarily to individuals and high-net-worth families, offering customized investment strategies across various asset classes. The firm’s approach integrates quantitative models with fundamental and third-party research, managing portfolios with a medium- to long-term focus and incorporating a diverse set of investment tools tailored to client objectives.

Kenneth Catanzarite is the president and chief investment strategist of Aegis Asset Management, Inc. with 14 years of industry experience. He has been involved in multiple business ventures, including serving as president and controlling shareholder of Catanzarite Law Corporation, a firm providing legal services primarily in business litigation and pension consulting. He also leads various real estate and construction companies that manage personal and family business activities. Aegis Asset Management provides discretionary investment management to individuals, pension and profit-sharing plans, and corporations, offering portfolios that combine fundamental, technical, and cyclical analysis across multiple asset classes tailored to client-specific factors.

Suzanne Muniz is a CFP® professional with 12 years of industry experience, currently an advisor at AIS Asset Management. She previously worked at City National Bank for nine years and is the owner of Ms. Fiscal, a financial coaching business focused on teaching women how to manage their finances. AIS Asset Management is a small registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension plans, and small businesses. The firm offers discretionary portfolio management with two service tiers, using fundamental analysis and tailored asset-allocation strategies that may include derivatives within a structured risk framework.

Tammy Trenta is a CFP® with 21 years of industry experience, currently serving at Family Financial. Her prior roles include positions at Creative Planning and Running Point Capital Advisors. In addition to her advisory work, she is involved in tax and accounting services through FF Business Management LLC and is an author affiliated with the Institute for Financial Empowerment. Family Financial is an SEC-registered investment adviser offering discretionary wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, and small businesses. The firm uses a primarily long-term investment approach with portfolios constructed from ETFs, mutual funds, individual securities, and digital currency, and incorporates borrowing and derivatives strategies that are relatively uncommon among peers.

Michael Sackett is a financial advisor with Sackett Wealth Advisors, Inc. in Brea, CA, holding a Series 66 designation and 34 years of industry experience. He has been with Sackett Wealth Advisors since 2017 and previously worked at Independent Financial Group. Sackett is also the owner of Sackett Financial Group, which provides tax, accounting, business consulting, and insurance services. Additionally, he serves on the board of directors for a propane and natural gas distributor and is involved in overseeing an e-commerce business for HVAC control systems. Sackett Wealth Advisors is a team-based registered investment adviser managing approximately $181 million for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm delivers discretionary investment advice using an asset-allocation approach focused on equities, fixed income, ETFs, mutual funds, and other securities, and is affiliated with an accounting practice offering tax planning and related consulting services.

Gregory Alessandra is a financial advisor with Alessandra Capital Management, LLC in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at LPL Financial, Cetera Advisors LLC, and First Allied Advisory Services, as well as managing his independent firm since 1999. Alessandra Capital Management, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and other business entities. The firm offers tailored portfolios using model strategies, tactical asset allocation, and various investment vehicles, alongside financial planning services delivered through written plans, projects, or consulting engagements.

Channing Lushbough is a financial advisor at Round Hill Asset Management Inc with 26 years of industry experience. He holds a Series 65 credential and has been with Round Hill since 1986. Round Hill Asset Management provides discretionary portfolio management to individuals, trusts, pension plans, and a private fund, overseeing approximately $273 million in client assets. The firm employs a value-oriented investment approach focused on intrinsic value and margin of safety, primarily investing in undervalued stocks while using bonds and opportunistic strategies such as options and arbitrage.

Brian Thomas is a financial advisor at AG Asset Advisory, LLC in Los Angeles, CA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with AG Asset Advisory since 2012. AG Asset Advisory provides discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth clients, pension plans, trusts, and other entities. The firm employs a combination of fundamental, technical, and charting analysis, may use options strategies, and manages approximately $409 million for a small client base.