Nicholas Wolf is a CFP® with nine years of industry experience, currently affiliated with Forefront Wealth Partners. His prior roles include positions at Morgan Stanley, KeyBank, and Manhattan West Asset Management. Outside of finance, he is involved in pet services, specifically dog walking and boarding. Forefront Wealth Partners is a registered investment adviser that provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and businesses. The firm offers customized investment policies and estate-planning coordination, with additional services including tax, insurance, and retirement-plan support.

Matthew Humiston is a financial advisor at AMI Asset Management Corp in Los Angeles, CA, holding a Series 65 designation with 25 years of industry experience. He has been with AMI Asset Management since 2000. Outside of his advisory role, he is a one-third partner in HUMATA Partners and BPM Partners, partnerships focused on real estate investments, spending less than 10% of his time on these activities. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, managing equity and fixed-income strategies through a fundamental, bottom-up research process. The firm serves a variety of clients, including high net worth individuals and pension plans, and is notable for its role as a private fund adviser and manager of pooled vehicles.

Robert Gillard is a CFP® professional with 27 years of experience in the financial services industry. He has worked at California Financial Partners, Inc. since 2014 and holds licenses including Series 63 and Series 65. He also serves as a notary public outside of his advisory role. California Financial Partners, Inc. provides financial planning and consulting services to individuals, business entities, and pension or profit-sharing plans, primarily on an hourly or fixed-fee basis. The firm uses fundamental analysis and third-party sources for investment analysis and maintains a referral relationship with an accounting firm.

Uziel Gomez is a CFP® professional with three years of industry experience, currently serving at Avise Financial. His work history includes roles at Equalis Financial, US-LATAM Tax Group, International Private Wealth Advisors LLC, and Ballast Point Financial Planning. He also volunteered with California State University's Volunteer Income Tax Assistance program and worked in the Cinema & Television Department at the university. Avise Financial serves a diverse client base, including high net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management alongside comprehensive financial planning, pension consulting, tax preparation, and educational seminars, employing a range of analytical methods and maintaining broad third-party manager relationships.

Mark Benavides is a financial advisor at Tamar Securities, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pfs Investments Inc. and Primerica Financial Services. Tamar Securities advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Neil Unger is a Certified Financial Planner (CFP®) with five years of industry experience. He is currently affiliated with AIRE Advisors, LLC and has prior experience at Alliance Advisory & Securities, LLC, David S Reinders, Inc., and Kaiser Permanente. AIRE Advisors, LLC manages approximately $1 billion in client assets, serving individual clients, high-net-worth individuals, family-office clients, employer retirement plans, and brokerage customers. The firm offers comprehensive wealth management and investment consulting, utilizing a strategy focused on strategic asset allocation and Modern Portfolio Theory across various asset classes.

Jeffrey Petersen is a CFP® professional with five years of industry experience, currently serving at WESCAP Group since 2017. Prior to joining WESCAP, he held positions with the City of San Jose and San Jose University. WESCAP Group advises a range of clients including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a strategic and tactical asset-allocation approach focused on global diversification, value orientation, tax efficiency, and low transaction costs, utilizing mutual funds, ETFs, and specialized tools such as options-based strategies and private pooled vehicles.

Luca Pasquini is a financial advisor at Checchi Capital Advisers, LLC with two years of industry experience. He holds a Series 65 designation and has previous experience at LPL Financial. Prior to his advisory career, he worked at Rita's Italian Ice. Checchi Capital Advisers provides discretionary portfolio management and sub-advisory services to high-net-worth individuals, foundations, trusts, pension and profit-sharing plans, insurance-dedicated funds, and other investment advisers. The firm employs proprietary statistical and mathematical models along with an index-replication methodology to construct globally diversified equity and fixed-income portfolios focused on diversification, tax optimization, and low turnover.

Ronald Spence is a financial advisor at Atlantic Investments A Registered Investment Advisor, Inc with one year of industry experience. He has been with Atlantic Investments since 2024 and has a long career at Kaiser Permanente dating back to 1983. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm focuses on retirement planning, cash-flow and tax reviews, and estate planning, operating without discretionary trading authority and allowing clients to set investment restrictions in written policy statements.

Kirk Mekerdichian is a financial advisor at Lazari Capital Management, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Lazari Capital Management since 2019, including a prior role at Iron Hill Wealth Management LLC. Lazari Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and an affiliated private fund. The firm offers a range of services including ongoing portfolio and wealth management, estate and retirement planning, pension consulting, and recommendations of third-party asset managers across diverse investment types.

Andrew Kim is a financial advisor at AMI Asset Management Corp in Los Angeles, CA, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining AMI Asset Management, he held various roles in technology and solar energy companies. AMI Asset Management provides discretionary portfolio management to a range of individual and institutional clients, employing a fundamental, bottom-up research approach across multiple equity and fixed-income strategies. The firm manages $1.925 billion in assets with nine advisors and is notable for its role as a private fund adviser and manager of pooled vehicles.

Mikyla Martinez is a financial advisor at Atlantic Investments A Registered Investment Advisor, Inc. with one year of industry experience. She has worked concurrently at Kaiser Permanente since 2000. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm emphasizes retirement planning, cash-flow and tax reviews, and estate planning, while acting as a liaison to external managers without managing client assets directly.

Simone Liu is a financial advisor at AIRE Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, Liu serves as CEO of The Golden Resource LLC, an import/export business. AIRE Advisors manages approximately $1 billion in client assets, serving individual and high-net-worth clients, family offices, employer retirement plans, and brokerage customers. The firm’s investment approach focuses on strategic asset allocation and Modern Portfolio Theory, utilizing a broad range of asset classes and third-party managers, with services offered on both discretionary and non-discretionary bases.

Loren Gesas is a financial advisor at RVW Wealth LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with RVW Investing since 2010. RVW Wealth provides discretionary investment management to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental research approach, focusing on ETFs and mutual funds for equities and bonds, and maintains active portfolio supervision through a team-based review process.

Andrew Scott is a financial advisor at Tamar Securities, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Ameritas Advisory Services, Ameritas Investment Company, and Capstone Financial Group. Outside of his advisory role, he is active as a tasker with Taskrabbit. Tamar Securities, LLC advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Edward Levi is a financial advisor at Lazari Capital Management, Inc. with 46 years of industry experience. He holds a Series 63 designation and has worked at Lazari Capital Management since 2018. His prior experience includes roles at Oak Shore Partners, LLC and Beverly Hills Wealth Management. 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 uses a comprehensive investment approach that incorporates fundamental, technical, cyclical, and quantitative analysis across a broad range of instruments.

Steven Zorn is a financial advisor with Oder Investment Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with Oder Investment Management since 2014, during which time the firm has evolved from Oder & Stewart Investment Management. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm uses Modern Portfolio Theory, combining active and passive management with global diversification and periodic rebalancing to pursue capital growth aligned with client risk tolerance.

Cristian Mundy is a financial advisor at Life Line Wealth Management LLC in Beverly Hills, CA, holding Series 63 and Series 66 licenses with 15 years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, Mundy coaches youth basketball at the Hollywood Recreation Center. Life Line Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, and privately held small businesses. The firm employs a Modern Portfolio Theory-based, buy-and-hold investment approach using primarily passive ETFs, with customized portfolios managed on a discretionary basis.

Clint Urso is a financial advisor with Atlantic Investments A Registered Investment Advisor, Inc. in Los Angeles, CA, holding a Series 65 designation and 16 years of industry experience. He has been with Atlantic Investments since 2010 and maintains an ownership and agent role in Atlantic Financial Insurance Services, an insurance sales and services business. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm does not manage assets directly but delivers financial plans, performs periodic reviews, and allows clients to impose investment restrictions documented in written policy statements.

Boris Geyzer is a CFA® charterholder with 21 years of industry experience, currently affiliated with JSF Financial, LLC and Mid Atlantic Capital Corporation. He has been with JSF Financial since 2000 and with Mid Atlantic Capital Corporation since 2010. Outside of his advisory work, he serves as a homecare provider for a disabled relative. JSF Financial, LLC offers discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm employs dynamic asset allocation, model portfolios, third-party manager selection, and quantitative analysis, managing approximately $1.73 billion in client assets.