John Defonso is a CFA® charterholder and Series 65 licensee with 10 years of experience in the financial advisory industry. He has been with Aqua Capital Advisors LLC since 2016 and also serves as president of Arxstone Partners LLC, an investment advisory firm currently in a dormant state. Aqua Capital Advisors LLC is a fee-only wealth management firm serving individuals and families, including high-net-worth clients. The firm emphasizes integrated financial planning and customized portfolio construction using diversified, low-cost ETFs and tax-aware strategies under a fiduciary standard.

Stephen Callahan is a financial advisor with Callahan & Callahan Asset Management, Inc. in Woodland Hills, CA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Callahan & Callahan Asset Management since 2002. Callahan & Callahan Asset Management provides non-discretionary portfolio management and advisory services to individuals, trusts, estates, corporations, small business owners, and institutional clients. The firm uses a client profile process to tailor diversified portfolios and combines charting, fundamental and technical analysis with an asset-allocation focus.

Benjamin Cohen is a financial advisor at Marest Capital, LLC with two years of industry experience. He holds a Series 65 designation and has a background in real estate, working as a realtor with Levine Realtors since 2022. Prior to joining Marest Capital in 2023, he also worked at SBH Real Estate and Coldwell Banker. Marest Capital, LLC advises individual and high-net-worth clients, providing discretionary portfolio management through a wrap comprehensive portfolio management program and referrals to third-party money managers. The firm combines asset-allocation strategies with fundamental, qualitative, cyclical, and sector analysis to tailor investment approaches based on client objectives and risk tolerance.

Jennifer Hartman is a CFP® and Series 65-licensed financial advisor with 20 years of experience. She has been with Greenleaf Financial Group since 2006. Greenleaf Financial Group provides fee-only investment management and financial planning primarily for individuals and families, as well as trusts, small businesses, and not-for-profit institutions. The firm emphasizes asset allocation, long-term investment strategies, and regular portfolio monitoring, serving clients mostly on a discretionary basis with ongoing financial-planning support.

Drew Cohen is a financial advisor at Davidson Kahn Capital Management, LLC with 5 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Capital Group and Goldman Sachs & Co. LLC. Outside of his advisory role, he is a part owner of Speedwell Research LLC, a firm that produces in-depth research reports and financial models. Davidson Kahn Capital Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as corporate and foundation clients. The firm combines fundamental and quantitative analysis with a long-term investment approach, managing assets in-house and preparing tailored Investment Policy Statements for each client.

Russell Kartub is a CFA® charterholder and holds a Series 65 license, with 12 years of experience in the financial industry. He has been with Insight Investment Counsel since 2014. Insight Investment Counsel is a SEC-registered advisory firm that provides discretionary portfolio management and investment advice to individuals, pension and profit-sharing plans, charitable organizations, corporations, and other investment advisers. The firm employs a mix of asset allocation, fundamental analysis, and mutual fund/ETF evaluation, using both long- and short-term strategies with regular account reviews and rebalancing.

Taylor Snider is a CFP® certificant with eight years of industry experience. He is currently an advisor at Kanan Advisors, where he has worked since 2025, and previously held roles at Integrity Financial Corporation, Centaurus Financial Inc., Tremblay Financial Services, PayJunction, and Mission Wealth. Kanan Advisors is a fee-only registered investment adviser serving employer plan sponsors, corporate clients, and business owners. The firm provides investment management, financial planning, and retirement plan consulting, employing a mix of fundamental, technical, and modern portfolio theory approaches while often acting as a discretionary ERISA investment manager.

H. Steven Shrier is a financial advisor at Shrier Wealth Management, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 44 years of industry experience. He worked at Linsco/Private Ledger Corp. for 27 years before joining his current firm in 2025. He serves in a fiduciary capacity for 401(k) profit-sharing plans through Shrier Wealth Management. Shrier Wealth Management advises individuals, trusts, nonprofit organizations, pension and profit-sharing plans, and corporate clients, providing asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-method investment approach and offers active management of donor-advised fund assets alongside services such as corporate structure analysis and real estate analysis.

Dante Sanchez is a financial advisor at EFC Wealth Management Firm LLC in Los Angeles, CA, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining EFC Wealth Management, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Sanchez is also a licensed insurance agent in multiple states, providing accident, health, life, and variable insurance as a supplemental service within his financial planning practice. EFC Wealth Management Firm, LLC offers discretionary asset management, financial planning, and retirement plan advisory services to individuals and plan sponsors, along with educational seminars and a subscription coaching program for investors not yet qualifying for full asset management. The firm employs a combination of fundamental, technical, and charting analysis and uses sub-advisors to implement model strategies on a discretionary basis.

Mark Tennenbaum is a financial advisor at Leyland Cypress, LLC with a Series 65 credential and three years of industry experience. He serves as Chief Financial Officer for multiple businesses, including Life UnLocked Partners LLC, an investment advisory firm, as well as MailRoute, Inc., an email security company, and SCBI Online Store, LLC, a skincare business. He has held CFO roles since 2011 across these entities. Leyland Cypress provides investment monitoring and recommendation services primarily to individual clients and other entities, using a tailored onboarding questionnaire to guide asset allocation and investment choices. The firm employs a quantitative ETF arbitrage strategy with daily account monitoring and regular client reporting.

Donald Kim is a financial advisor at Positive Delta Asset Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gemstone, a consulting service company for small businesses, where he serves as principal. Positive Delta Asset Management LLC provides separately managed account services to individual and institutional clients, offering a Global Alpha multi-asset ETF portfolio and customized portfolio management. The firm manages approximately $28.8 million on a discretionary basis and uses quantitative models and value-at-risk monitoring to manage exposure across various asset classes.

Ryan Peabody is a financial advisor at Sharper & Granite LLC with nine years of industry experience. He holds a Series 65 designation and has been with Sharper & Granite since 2016. Sharper & Granite LLC provides portfolio management services to individuals, high-net-worth individuals, trusts, and retirement plans. The firm employs a top-down, asset-allocation strategy focusing on low-cost, tax-efficient index ETFs and mutual funds, and permits the use of margin in managed accounts.

Brooke Boyd is a financial advisor with MDRN Wealth, LLC in Venice, CA, holding Series 65 and Series 66 licenses and five years of industry experience. Prior to joining MDRN Wealth, she worked at firms including Apollo Global Securities, Athene Securities, and The Vanguard Group. MDRN Wealth is an independent registered investment adviser serving individuals and high-net-worth clients with portfolio management, financial planning, and estate-planning services. The firm integrates fintech solutions to manage held-away retirement and education accounts and employs diversified investment strategies that include fundamental analysis, third-party models, and a mix of equity and derivative instruments.

Marilyn Cohen is a financial advisor at Envision Capital Management Inc in Los Angeles, CA, holding a Series 63 designation with 31 years of industry experience. She has been with Envision Capital Management since 1995. Envision Capital Management provides discretionary portfolio management exclusively for high-net-worth individual clients, managing approximately $334 million across 226 accounts. The firm’s investment approach emphasizes fixed-income and other marketable securities, combining fundamental and technical analysis to develop individualized policies with a focus on longer-term holdings.

Joseph Malhas is a financial advisor at Private Financial Counseling in Los Angeles, CA, with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including NinePointTwo Capital, Freeman Spogli & Co., Merrill, BOFA Securities, Ares Management, and UCLA. He is the founder and principal of NinePointTwo Capital, an SEC-registered investment adviser. Private Financial Counseling provides discretionary wealth and portfolio management primarily to individuals and high-net-worth families, offering customized investment strategies across various asset classes. The firm’s approach integrates quantitative models with fundamental and third-party research, managing portfolios with a medium- to long-term focus and incorporating a diverse set of investment tools tailored to client objectives.

Tammy Trenta is a CFP® with 21 years of industry experience, currently serving at Family Financial. Her prior roles include positions at Creative Planning and Running Point Capital Advisors. In addition to her advisory work, she is involved in tax and accounting services through FF Business Management LLC and is an author affiliated with the Institute for Financial Empowerment. Family Financial is an SEC-registered investment adviser offering discretionary wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, and small businesses. The firm uses a primarily long-term investment approach with portfolios constructed from ETFs, mutual funds, individual securities, and digital currency, and incorporates borrowing and derivatives strategies that are relatively uncommon among peers.

Brian Thomas is a financial advisor at AG Asset Advisory, LLC in Los Angeles, CA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with AG Asset Advisory since 2012. AG Asset Advisory provides discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth clients, pension plans, trusts, and other entities. The firm employs a combination of fundamental, technical, and charting analysis, may use options strategies, and manages approximately $409 million for a small client base.

Amir Navab is a financial advisor at Great Gable Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Morgan Stanley Private Bank, RBC Capital Markets, and City National Bank. Outside of financial services, he serves on the Finance/Audit Committee of Valley Community Healthcare, a nonprofit providing free healthcare to low-income families. Great Gable Wealth Management offers discretionary portfolio management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm manages balanced portfolios focused on capital appreciation through a combination of equity and fixed-income investments, employing value-based metrics and competitive advantage assessments.

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.

Mark Kennedy is a financial advisor with Kennedy Wealth Management, LLC in Calabasas, CA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Kennedy Wealth Management since 2008 and has operated Kennedy Financial & Insurance Services, Inc. since 1993, where he serves as president and insurance agent. Kennedy spends a significant portion of his professional time managing his insurance services business. 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 develops customized recommendations documented in Investment Policy Statements and focuses on cash-flow, tax, insurance, and estate planning without directly managing client assets.