Joshua Rudoy is a financial advisor at Argyle Capital Partners, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Argyle Capital Partners since 2012. Outside of his advisory role, he serves as President-Elect and Board Member of the Wilshire Rotary Club in Los Angeles. Argyle Capital Partners provides discretionary investment management and advisory services to individuals, corporations, and small businesses. The firm employs an active, total-return approach with tailored portfolios and is notable for using complex portfolio tools including leverage and derivatives in separately managed accounts.

Glen Park is a CFP® professional with over 32 years of experience in the financial services industry. He has been with Park Capital Group, Inc. since 2012 and has also worked with LPL Financial, LLC since 2010. In addition to his advisory work, Park is a licensed real estate agent and serves as Secretary of the nonprofit organization American Dream Builders. Park Capital Group, Inc. serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans with services such as discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses firm-developed model portfolios and a variety of analytical methods to tailor investment strategies, and it emphasizes participant education and seminars for plan participants.

Lelamarie Kelly is a financial advisor at Life UnLocked Partners LLC with a Series 65 credential and two years of industry experience. She has a background in legal services, owning LSK Legal, a professional law corporation, and serves as principal and general counsel for Tennenbaum & Kelly, Inc., which manages privately held investments. Outside her advisory role, she holds CFO and general counsel positions at both MailRoute, Inc., an email security company, and SCBI Online Store, LLC, a skincare business. Life UnLocked Partners provides financial planning, investment monitoring, and recommendation services to individuals, high-net-worth clients, families, trusts, estates, and other business entities. The firm’s investment approach centers on a value/dividend strategy designed for income replacement around career changes, transitioning to longer-term appreciation vehicles, and also includes sub-advisory arrangements.

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.

Terrance Mcguire is a financial advisor at Ridgewood Investments with 14 years of industry experience. He holds a Series 65 designation and has been with Ridgewood since 2012. Mcguire serves as President and majority owner of Dividend Research and Management Inc and acts as trustee and manager for several family-related entities. Ridgewood Investments provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, foundations, and other entities. The firm uses fundamental research, proprietary models, and a long-term investment approach, and is notable for managing multiple private pooled investment vehicles across diverse strategies.

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.

Marc McClure is a CFA® charterholder with eight years of industry experience. He is currently with ConvexBeta Investments, LLC, where he has worked since 2021. Prior to that, he was with Xebec Investment Advisors and PFM Asset Management LLC. ConvexBeta Investments provides discretionary and non-discretionary portfolio management for individual investors, trusts, IRAs, and small businesses. The firm employs an active, tax-aware investment process that combines strategic allocation with quantitative screening, tax-loss harvesting, and cost management through low-cost ETFs and individual securities.

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.

Matthew Drehs is a financial advisor with Legacy Financial Group in Torrance, CA, holding a Series 66 designation and over 24 years of industry experience. He has held roles at firms including Sagepoint Financial and H.D. Vest Advisory Services. Drehs serves as Chairman of the Finance Board and President of the First Evangelical Lutheran Church of Torrance, a nonprofit religious organization. Legacy Financial Group provides financial planning, asset allocation, and portfolio management to individuals, trusts, and estates, using model-based allocation and third-party platform solutions grounded in Modern Portfolio Theory. The firm manages approximately $20 million across three advisors and acts as a wrap fee program sponsor and portfolio manager across multiple wrap programs.

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.

Ann Cooper is a CFP® and holds a Series 66 license with over 13 years of experience in the financial services industry. She has worked with Legacy Financial Group since 2015 and has prior experience at SagePoint Financial. Cooper also serves as a co-trustee on a family trust, reviewing and managing the account. Legacy Financial Group provides financial planning, asset allocation, and portfolio management for individuals—including high-net-worth clients—as well as trusts and estates. The firm uses model-based allocations grounded in Modern Portfolio Theory and partners with third-party platforms like SEI and Vision2020 to construct and manage portfolios, offering both discretionary and non-discretionary management across various wrap fee programs.

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.

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.