Doron Kochavi is a financial advisor at Carnegie Wealth Management LLC with 44 years of industry experience. He holds a Series 63 designation and previously worked at Western International Securities, Inc. for nine years. Outside of advising, he is involved in non-investment activities including roles as a member and co-general partner in Individual Public Storage and ownership interests in rental property entities. Carnegie Wealth Management is a state-registered advisory firm serving individual and high-net-worth clients with customized asset and portfolio management. The firm manages client accounts primarily on a non-discretionary basis, using a combination of fundamental, technical, quantitative, and sector analyses across equity and fixed-income strategies.

Tina Herrera is a financial advisor at Sharper & Granite LLC in El Segundo, CA, holding a Series 65 designation with six years of industry experience. She has been with Sharper & Granite since 2014. Sharper & Granite provides comprehensive portfolio management to individuals, high-net-worth clients, trusts, pensions, and profit-sharing plans, managing approximately $318 million on a discretionary basis. The firm utilizes a top-down asset allocation approach focused on low-cost, tax-efficient index ETFs and no-load index mutual funds, employing statistical methods to estimate efficient frontier allocations.

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.

Amy Marshall is a financial advisor at S&F Investment Advisors with four years of industry experience and holds a Series 65 designation. She has been with S&F Investment Advisors since 1988. Outside of her advisory role, she operates a bookkeeping service unrelated to investments. S&F Investment Advisors provides discretionary portfolio management to individual and high-net-worth clients, pension plans, and business entities through model portfolios, separately managed accounts, and income strategies. The firm employs fundamental and technical analysis, event-driven strategies involving listed options, and offers performance-based fees for certain accounts.

Stephen Stroup is a financial advisor at Onward Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ameriprise Financial Services, U.S. Bancorp Investments, Qapital LLC, and Wedbush Securities. Onward Advisors LLC provides discretionary asset management primarily for institutional and pooled-vehicle clients, along with financial planning and consulting services. The firm’s investment approach considers client objectives, risk tolerance, time horizon, and tax factors, employing a broad range of instruments and often managing accounts on a discretionary basis.

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

Andi Kim is a CFA® charterholder with 20 years of industry experience, currently serving as Chief Investment Officer at Positive Delta Asset Management LLC and a partner at AK Financial Holdings since 2011. Prior to this, Kim has been involved with Gb Positivedelta Asset Management since 2005 and Think Wealth, LLC since 2020. Outside of Positive Delta, Kim dedicates significant time to AK Financial Holdings, a CFTC-registered commodity pool operator. Positive Delta Asset Management LLC provides separately managed accounts to individual and institutional clients, managing approximately $28.8 million across about 69 accounts. The firm offers a Global Alpha multi-asset ETF portfolio and customized management strategies, employing quantitative models and risk monitoring to manage diversified exposures.

Roger Fox is the sole advisor at S&F Investment Advisors in Encino, CA, with 33 years of industry experience. He has worked at S&F Investment Advisors since 1995 and previously operated Fox Accountancy from 1984 to 2021. S&F Investment Advisors provides discretionary portfolio management to individual and high-net-worth clients, pension plans, and business entities through model portfolios, separately managed accounts, and income strategies. The firm employs fundamental and technical analysis and event-driven strategies incorporating listed options, margin, and short sales alongside traditional asset allocations.

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.

Carl Montgomery is a financial advisor with Astravia Family Wealth Office LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Morgan Stanley. Astravia Family Wealth Office LLC serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and various business entities. The firm offers comprehensive portfolio management, retirement plan consulting, and third-party money manager selection, combining fundamental and technical analysis with quantitative techniques and Modern Portfolio Theory in its investment approach.

Anthony Reed is a CFP® with 32 years of industry experience and has been with Millennium Investment Services since 1995. He also serves as managing member and sole owner of MIS Partners, LLC, and oversees MIS Equity Strategies, LP. Millennium Investment Services offers discretionary and non-discretionary investment management and related concierge services to individuals, pension plans, trusts, estates, and business entities. The firm focuses on U.S. equities, mutual funds, ETFs, and options-based strategies, with customized portfolios typically managed on a discretionary basis, and sponsors pooled investment vehicles with performance-based compensation structures.

Michael Pysnik is a financial advisor at Pysnik Financial, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Independent Financial Group and Lee Pysnik, CPA. In addition to his advisory role, he is a licensed California insurance agent offering various insurance products. Pysnik Financial serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm provides non-discretionary asset management, financial planning, consulting, and insurance implementation, using a goal-based asset allocation approach that includes ETFs, mutual funds, fixed income, and individual securities.

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.

Louiza Smith is a Series 65-licensed advisor at Acap Asset Management, Inc. with seven years of industry experience. She has worked at Acap Asset Management since 2016. Acap Asset Management serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary and non-discretionary asset management alongside financial planning, retirement plan consulting, tax planning and preparation, and personalized bookkeeping services.

G Miguel Alves is a CFP® with 21 years of experience in the financial industry, currently serving at Vida Private Wealth LLC. His prior experience includes roles at Merrill Lynch and Cantella & Co., Inc. He is also a general partner of VIDA Vision Fund GP, LLC, a private fund. Vida Private Wealth serves high-net-worth individuals and families with private wealth management, multi-family office services, and financial life planning. The firm emphasizes fiduciary advice and multi-asset portfolios, offering tailored discretionary portfolio management and access to private fund investments for qualified clients.