Eric Imley is a CFP® with 11 years of industry experience. He is currently an advisor at Soaring Investment Management, LLC and previously worked at EWG Elevate dba Protection Point Advisors and Cambridge Investment Research Advisors, Inc. He also operated Eric Imley Real Consulting for four years. Soaring Investment Management advises individual and high-net-worth clients, providing discretionary portfolio management and financial planning services. The firm employs multiple methods in portfolio construction, including fundamental, technical, and quantitative analysis, and manages approximately $112.5 million in discretionary assets across around 171 client relationships.

Adam Scott is a CFP® and holds a Series 66 license with 16 years of experience in financial advising. He has worked at WellAcre Wealth Management LLC since 2020, following a decade at Westside Investment Management, LLC and concurrent experience with LPL Financial LLC from 2009 to 2020. WellAcre Global Wealth Advisors serves individual clients, trusts, retirement plans, and businesses, managing approximately $101 million across about 82 accounts. The firm offers a broad range of services including asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, employing multiple analysis techniques and investment strategies tailored to client objectives.

Zachary Shrier is a financial advisor with Shrier Wealth Management, LLC in Los Angeles, holding a Series 66 designation and 23 years of industry experience. He worked at LPL Financial for 22 years before joining his current firm in 2025. Outside of advisory work, he is a licensed insurance agent. Shrier Wealth Management serves individuals, high-net-worth clients, trusts, nonprofits, pension and profit-sharing plans, and corporate clients with asset management, financial planning, and retirement consulting. The firm uses a multi-method investment approach and actively manages donor-advised fund assets, offering a range of advisory services that extend beyond traditional wealth management.

Donald Bizub is a financial advisor at HG Wealth Partners LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hamilton Grant LLC and Western International Securities, Inc. Bizub is also involved in life, health, and annuity insurance sales as a licensed insurance agent. HG Wealth Partners is a registered investment adviser serving a limited number of individual clients, families, trusts, and certain institutional or corporate accounts. The firm offers discretionary portfolio management and standalone financial planning, with investment decisions based on fundamental analysis and periodic account reviews.

Andi Kim is a CFA® charterholder with 21 years of industry experience. He is a partner and Chief Investment Officer at Positive Delta Asset Management LLC, having been involved with the firm since 2005. Prior to that, he worked at Think Wealth, LLC from 2020 to 2022. Kim also serves as a partner at AK Financial Holdings, a CFTC-registered commodity pool operator. Positive Delta Asset Management LLC advises individual and institutional clients through separately managed accounts, offering a Global Alpha multi-asset ETF strategy and customized portfolio management. The firm utilizes quantitative measures and a combination of strategic and tactical exposures to manage risk and pursue incremental alpha.

Kevin Bidenkap is a CFP® and ChFC® with 32 years of experience in the financial industry. He has worked at Tortuga Wealth Management since 2010 and previously held positions at LPL Financial, Morgan Stanley, and Citigroup Global Markets. Bidenkap serves on the board of Quick Class, Inc., a for-profit organization. Tortuga Wealth Management advises individuals and high-net-worth clients, providing financial planning, consulting, and discretionary portfolio management. The firm combines fundamental and technical analysis and offers a range of strategies, including long- and short-term investments, active trading, and option writing, primarily through LPL Financial–sponsored programs and its own wrap fee offering.

Jiyao Xu is a financial advisor at X and Y Advisors, Inc. with eight years of industry experience. Xu holds the CFP®, CFA®, and Series 65 credentials and has worked at Blend Financial, Inc. dba Origin Financial, Confidence Wealth Management, LLC, and as a self-employed advisor. X and Y Advisors, Inc. is a fee-only advisory firm serving individual and high-net-worth clients, offering financial planning alongside tax preparation, bookkeeping, payroll accounting, business consulting, and investment management. The firm primarily uses passive, low-cost portfolios based on Modern Portfolio Theory and provides financial planning on both project-based and ongoing terms.

Kyongjin Lee is a financial advisor at Mainstream Capital Management with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Raymond James Financial Services. Outside of advising, he serves as a general partner in a retail shoe business and is a major in the United States Army National Guard. Mainstream Capital Management provides financial planning and discretionary portfolio management to individual and corporate clients, including high-net-worth households. The firm employs fundamental security analysis and tactical asset allocation, utilizing a range of investment strategies such as leveraged ETFs and a long/short absolute-return program.

Alfred Mcintosh is a CFP® and Series 63 licensed advisor with 21 years of industry experience. He has been with McIntosh Capital Advisors, Inc. since 1996. McIntosh Capital Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, corporations, and small businesses. The firm uses a primarily passive investment approach with ETFs and no-load mutual funds, complemented by selected active securities, managing approximately $45.3 million in assets across about 90 client relationships.

Kaine Nicholas is a financial advisor with Shifting the Culture Wealth Partners LLC, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Merrill Lynch and Prudential, among others. Outside of advising, he teaches financial literacy to youth through the nonprofit Wall Street Wizards Academy and is involved in sales of photovoltaic technology and life insurance. Shifting the Culture Wealth Partners is a fee-only firm offering comprehensive financial planning and investment management primarily for individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a primarily passive, asset-class investment approach combined with fundamental and technical analysis, implementing portfolios through third-party Sub-Advisors and the Altruist platform.

Melanie Tanaka is a CFP® professional with 35 years of experience in financial advising, currently serving at Legacy Financial Group in Torrance, CA. She has worked at Legacy Financial Group since 2001 and held positions at SagePoint Financial and OSAIC. Outside her advisory role, she is involved in selling life and long-term care insurance and provides notary services. Legacy Financial Group offers financial planning, asset allocation, and portfolio management to individuals, trusts, estates, and other entities. The firm employs a model-based investment approach grounded in Modern Portfolio Theory, utilizing third-party platforms and acting as a wrap fee program sponsor across multiple programs.

Siddarth Sharma is a financial advisor at Polestar Capital LLC based in Los Angeles, CA. He holds a Series 65 designation and has recently entered the industry, with prior experience at Spring Health, Deliverr, and roles in education and nonprofit sectors. Polestar Capital LLC serves as the general partner and investment adviser to private pooled investment vehicles and manages separately managed accounts for high-net-worth individuals, institutions, trusts, endowments, and pension plans. The firm employs a value-driven, contrarian equity approach focused on company fundamentals and uses both long-term and short-term strategies, including options and leverage.

Brett Niven is a financial advisor at Beach Cities Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Raymond James Financial, and Bvcn Advisory Services. Outside of advisory work, he is the managing member of KOTA Commercial Assets, LLC, a firm that manages commercial investment properties in Southern California. Beach Cities Wealth Management provides individualized asset management services to individuals and high-net-worth clients, constructing portfolios tailored to client objectives. The firm emphasizes active management and continuous supervision, using fundamental and cyclical analysis across various strategies while operating on a non-discretionary basis.

Carl Montgomery is a financial advisor at Astravia Family Wealth Office LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Morgan Stanley. Astravia Family Wealth Office provides portfolio management, retirement plan consulting, and referrals to third-party money managers for individuals, trusts, pension plans, and business entities. The firm’s investment approach incorporates asset allocation and Modern Portfolio Theory alongside various analytic methods, employing a range of investment vehicles and monitoring portfolios with annual reviews.

Richard Dinel is the sole advisor at R.H. Dinel Investment Counsel, Inc. in Los Angeles, CA, with 28 years of industry experience. He has been with the firm since 1992. R.H. Dinel Investment Counsel provides customized, discretionary investment management and consultative services to individuals, retirement accounts, trusts, pensions, and foundations. The firm focuses on in-depth research of individual common stocks, emphasizing long holding periods and growth companies aligned with economic themes, and manages a concentrated client roster that includes charitable organizations and pension/profit-sharing plans.

Ashley Mc Guinness is a financial advisor at PointOne Family Office with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at William Blair, Bank of America, and Merrill. PointOne Family Office provides portfolio management and family-office style investment services to individuals and high-net-worth clients, employing a multi-method analytical approach and offering a broad range of investment options. The firm emphasizes regular portfolio monitoring and fiduciary duties while also evaluating and allocating assets to third-party advisers.

Damion Smith is a financial advisor at Great Gable Wealth Management, LLC with 30 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Smith holds Series 63 and Series 65 licenses. Great Gable Wealth Management provides discretionary portfolio management and financial planning services to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm manages balanced portfolios focused on capital appreciation through equity and fixed-income allocations, using value-based analysis and competitive advantage assessments.

Shufan Cao is a CFP® certificant with 16 years of industry experience, currently serving as an advisor at Silver Oak Wealth Advisors Services, LLC since 2018. Prior to this, Cao worked at Silver Oak Wealth Advisors, LLC from 2005 to 2017. The firm serves individuals, family trusts, charitable organizations, and businesses by providing integrated wealth management, financial planning, transition planning, and discretionary investment management. Silver Oak Wealth Advisors Services employs a holistic “Family CFO” model that combines investment planning with tax, estate, cashflow, and risk management, using both passive and active strategies alongside third-party managers and consultants.

Efren Bolisay is a financial advisor at Sitrin Capital Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sitrin Capital since 2016. The firm serves individuals, high-net-worth clients, trusts, pension plans, and corporate entities, managing approximately $351 million across about 236 client relationships. Sitrin employs a top-down investment process that emphasizes fundamental, technical, and cyclical analysis, with portfolios primarily composed of individual equities and selective use of fixed income and ETFs.

Richard Cabanes is a financial advisor at CleverAlpha with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Velocity Clearing LLC, Piper Sandler, and First Empire Securities. Cabanes is also the CEO of CleverAlpha Asset Management, an SEC-registered investment advisor. CleverAlpha provides discretionary investment management primarily through an interactive digital platform, serving individual, high-net-worth, corporate, and institutional clients. The firm employs quantitative models and offers both standard algorithmic services and a premium AI-supported tax optimization tier.