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.

Jason Wenk is a financial advisor at Graetz Wealth with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Graetz Wealth since 2022. Prior to this, he held roles at Altruist Corp, where he serves as CEO overseeing product development, and at Retirement Wealth Advisors, among others. Outside of advising, he is involved in software development as CEO of Altruist Corp and owns interests in family holdings investing in a West Michigan recreation business. Graetz Wealth provides advisory services to individuals, corporations, and retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm combines passive index exposures with tactical adjustments and uses both fundamental and technical analysis as part of its investment process.

Robert Cooke Jr. is a financial advisor with Broxton Capital Advisors in Los Angeles, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He previously worked at Hudson Cooper Asset Management, Inc. for six years and has been with Broxton Capital Advisors since 2005. Outside of advising, he is involved with San Juan Incubators, an organization that assists development-stage companies. Broxton Capital Advisors provides investment advisory and portfolio management services to individuals, corporations, trusts, other advisors, and institutions. The firm employs a blend of fundamental and technical analysis along with quantitative methods and AI tools, managing strategies focused on income and total return across a variety of instruments and active trading techniques.

George Thompson is a financial advisor with Redhawk Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has previously worked at Securities America, Inc. and Securities Service Network, Inc., and is also president of Thompson Wealth Management, a registered investment advisor. Outside of advising, he owns Prosperity Publishing, through which he self-publishes books, CDs, DVDs, and online shows, and serves as treasurer and chair of the Audit, Budget, and Finance Committee for USA Volleyball. Redhawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies by providing investment management, financial planning, and ERISA retirement-plan services. The firm employs a risk-based investment process supported by third-party tools and offers specialized account types and services, including oversight of held-away accounts and support for captive insurance company clients.

Thea Nesis is a Series 65-licensed financial advisor with seven years of experience, currently with Applied Wealth Management in Santa Monica, CA. She has held roles at Miracle Mile Advisors, LLC, and operates Thea Nesis LLC, where she provides consulting and solicitor services. Additionally, she has a background in law but does not actively practice. Applied Wealth Management serves individuals, business entities, charities, and retirement plans, offering comprehensive financial planning, portfolio management, and estate-planning support. The firm employs an investment approach centered on asset allocation and modern portfolio theory, utilizing custom model portfolios and third-party sub-advisers, with accounts typically managed on a discretionary basis.

Brenna Cancilla is a financial advisor at Mission Street Wealth Planning with a Series 65 credential and one year of industry experience. She has worked at Mission Street Wealth Planning since 2023 and is also involved with CicLAvia, a nonprofit organization that hosts large community events in Los Angeles encouraging biking and walking. Mission Street Wealth Planning advises individuals, families, small business owners, health care professionals, and various committees, providing comprehensive and limited-scope financial planning alongside portfolio management. The firm emphasizes a diversified, research-based investment approach and operates on a non-discretionary basis, requiring client approval for all strategies and trades.

Craig Farkas is a CFP® at Harold Davidson & Associates, Inc. with one year of industry experience. He has been with Harold Davidson & Associates since 2025. Harold Davidson & Associates provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and businesses. The firm manages approximately $390.5 million across about 237 client relationships and offers individualized advisory services including fundamental analysis and planning engagements such as real estate and mortgage analysis.