Adam Scott is a financial advisor at Argyle Capital Partners, LLC in Los Angeles, CA, holding a Series 66 designation with 21 years of industry experience. He has been with Argyle Capital Partners since 2012. Outside of his advisory role, Scott serves as president of the Barrington Court Homeowners Association. Argyle Capital Partners is an SEC-registered investment adviser managing discretionary portfolios for individuals, corporations, small businesses, and retirement plan sponsors. The firm employs an active, total-return approach using index funds, equities, and fixed income, tailoring allocations to clients’ risk tolerance and preferences, and offers a broad range of planning and consulting services.

Xi Zhang is a financial advisor at Aligne Wealth Advisors Investment Management (AWAIM) in Los Angeles, CA, holding a Series 66 designation with two years of industry experience. Prior to joining AWAIM, Zhang worked at LPL Financial for three years and has diverse experience including roles outside finance such as with M.A.D Dance & Music. Aligne Wealth Advisors Investment Management manages approximately $224 million for around 200 clients, including individuals, trusts, business entities, charitable organizations, and retirement plans. The firm employs a discretionary investment approach based on proprietary global macroeconomic research, utilizing model portfolios primarily composed of mutual funds and ETFs.

David Matthew is a financial advisor at Bruin Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has work history including roles at Goldberg & Company, SingerLewak, LLP, KPMG, LLP, and PwC. Outside of advisory activities, he is the manager and majority owner of 4250 Properties, Inc., a tax consulting company. Bruin Wealth Advisors serves individuals and institutional clients with portfolio management, financial planning, and pension consulting, using a range of analytical methods and active strategies. The firm manages approximately $37 million in assets and offers both discretionary and non-discretionary management without account minimums.

Nitin Thakkar is a financial advisor at R Tech Advisors, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with R Tech Advisors since 2008. R Tech Advisors provides comprehensive financial planning, investment portfolio management, and consulting services to individuals, privately held businesses, and pension and profit-sharing plans. The firm delivers customized, non-discretionary advice and offers fiduciary services, estate planning, and business consulting, with a focus on client education and periodic account monitoring.

Neeka Miremadi is a financial advisor at Attainable Wealth with a Series 65 credential and one year of industry experience. Prior to joining Attainable Wealth, she worked at Urban Wealth Management and contributed to the CSUN VITA Clinic. Attainable Wealth offers investment advisory and financial planning services to individuals, high-net-worth clients, and some businesses. The firm employs a core passive investment approach utilizing index mutual funds and ETFs with factor tilts and partners with third-party money managers to implement client portfolios.

Miles Rader is an advisor at Willner & Heller LLC with Series 65 and Series 66 licenses and three years of industry experience. His prior roles include positions at MAP Strategic Wealth Advisors and UBS Financial Services. Outside of finance, his background includes working in the restaurant industry and a role at California Lutheran University. Willner & Heller LLC provides discretionary investment management to individuals, pension and profit-sharing plans, and charitable organizations, offering ongoing retirement plan consulting and tailored portfolios that include individual securities and funds. The firm’s approach includes fundamental and fund analysis, with services that extend to margin borrowing and securities pledging in separately managed accounts.

Cynthia Aragon is a financial advisor with Brentview Investment Management, LLC, holding Series 63, 65, and 66 designations and 19 years of industry experience. She has worked at several firms, including Cavu Securities LLC and Altegris Investments. Outside of her advisory role, she operates her own law practice, providing compliance consulting and legal advice to investment companies and corporate clients. Brentview Investment Management serves high-net-worth individuals and institutional clients, offering discretionary portfolio management with a focus on dividend growth strategies across U.S. and international markets. The firm is employee-owned, certified as a Minority Business Enterprise, and participates extensively as a sub-advisor in various wrap and managed account platforms.

Jose Portillo is a financial advisor at Southland Equity Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including R H Investment Corporation, Inc. and R M Duncan Capital Management. Outside of his advisory role, he serves as CFO for R M Duncan Securities and R M Duncan Capital Management, handling financial reporting and compliance tasks. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, and retirement consulting. The firm utilizes a combination of fundamental and technical analysis to manage primarily discretionary portfolios and evaluates third-party managers for specific asset classes.

Jeffrey Richter is a financial advisor at Ares Financial Consulting LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ares since 2016, with prior experience at Pacific Coast Fiduciary, LLC. He is also licensed as an insurance broker, providing life, disability, long-term care, and health insurance to clients. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, diversified investment approach based on Modern Portfolio Theory.

Laura Robayo is a CFP® professional with six years of industry experience, currently serving at Silver Oak Wealth Advisors Services, LLC since 2018. Her prior work includes roles at Save-On Insurance Service Inc and running a daycare business, Bubbles N Colors. Silver Oak Wealth Advisors Services, LLC provides integrated wealth management, financial planning, investment management, and consulting to individuals, high-net-worth families, trusts, charitable organizations, and businesses. The firm employs a Family CFO process with both passive and active investment strategies, focusing on clients undergoing significant financial transitions and incorporating behavioral and psychological considerations in its approach.

David Zuckerman is a CFP®-certified financial advisor with 22 years of industry experience, currently serving at Zuckerman Capital Management, LLC since 2008. He is licensed as an independent insurance agent in California and occasionally writes fixed insurance policies, though this activity comprises less than 5% of his work hours. Zuckerman Capital Management serves individual investors—including high-net-worth clients—along with trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a diversified investment approach blending modern portfolio theory with established investment principles, utilizing actively managed mutual funds and ETFs on an institutional platform with access to specialized third-party managers.

Gillian Goldman is a financial advisor at Stonebridge Capital Management Inc. She holds a Series 65 designation and has been in the industry since 2012, with prior experience at Harold Davidson & Associates from 2016 to 2023. Stonebridge Capital Management provides fee-based investment supervisory services to individuals, families, and institutions, offering customized portfolio management and specialized investment strategies. The firm employs a bottom-up, fundamental analysis approach and assigns a senior portfolio manager to each client for ongoing oversight.

Peter Heilbron is a CFA® charterholder with 14 years of industry experience. He is the sole advisor at Trace Wealth Advisors in Los Angeles and has held positions at Northern Trust Wealth Management, LPL Financial, and YDS Investments LLC, where he serves as Interim CFO consulting on estate planning, tax planning, and real estate investments. Trace Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and access to separately managed accounts through LPL Financial’s Manager Select program. The firm employs a tailored investment approach focused on ETFs and mutual funds, using fundamental analysis and modern portfolio theory alongside long-term purchase strategies.

Steve Jurman is a financial advisor at SimplyRich with eight years of industry experience. He holds a Series 65 designation and has been self-employed since 2013. SimplyRich provides financial planning and discretionary investment management to individual and high-net-worth clients, typically requiring a minimum account size of $800,000. The firm uses a diversified investment approach based on modern portfolio theory, offering customized asset allocations and managing clients’ accounts on a discretionary basis.

Jeff Fang is a CFP® with 24 years of industry experience. He has been with Aqua Capital Advisors since 2009 and previously worked at Merrill from 2002 to 2009. The firm provides fee-only wealth management and financial planning primarily to individual and family clients, including both high-net-worth and non‑HNW households. Aqua Capital Advisors constructs customized portfolios using diversified, low-cost ETFs and tax-aware strategies, and for select high-net-worth clients, it may include private funds and limited option strategies.

Michael Lambrakis is a CFP® with 15 years of industry experience. He is currently with Ares Financial Consulting LLC and previously worked at Mariner Platform Solutions and AdvicePeriod, LLC. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations, providing comprehensive financial planning and discretionary portfolio management. The firm employs a long-term, diversified investment approach using mutual funds, ETFs, and customized investment policy statements, and offers educational seminars, workshops, and integrated business-focused services.

Ariel Hartounian is a financial advisor at Acap Asset Management, Inc. in Studio City, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Acap Asset Management, he worked at Portfolio Management LLC for one year and was a student for nine years. Acap Asset Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, tax planning and preparation, and personalized bookkeeping, using a process that incorporates both fundamental and technical analysis tailored to clients’ objectives and risk tolerance.

Christopher Hoshyarsar is a financial advisor at Kennedy Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and also serves as an insurance agent through Kennedy Financial & Insurance Services, Inc., where he dedicates approximately half of his time. His prior work includes roles at Weslend Wholesale, Mega Capital Funding, and Chime Charter School. Kennedy Wealth Management provides personalized financial planning and consulting primarily to individual clients, acting as a referral intermediary to registered third-party money managers. The firm offers services such as cash-flow and tax planning, insurance and estate reviews, and educational seminars, while typically not charging direct asset-based fees or managing client portfolios in-house.

Rajiv Sharma is a financial advisor with Polestar Capital LLC in Los Angeles, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has held positions at TCBI Securities, Texas Capital Bank, and B. Riley FBR, Inc., and has been with Polestar Capital since 2007. He also serves as Managing Director of Equity Research at Texas Capital Bank. Polestar Capital LLC manages investment limited partnerships and separately managed accounts for high-net-worth individuals, institutions, trusts, endowments, and pension plans. The firm focuses on opportunistic trading in equity and equity-related securities, emphasizing short-term realized gains through strategies including leverage, short sales, and options.

Guillermo Roditi Dominguez is a financial advisor at New River Investments with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Roditi & Roditi, LLC since 2012 and New River Investments Inc. since 2011. New River Investments provides discretionary portfolio management to individuals, high-net-worth clients, and certain business entities through separately managed accounts and a related-person private fund. The firm employs a multifaceted investment approach combining charting, fundamental, technical, cyclical, and statistical analysis, utilizing strategies such as long and short trading, margin transactions, and options writing.