Ryan Reid is a financial advisor at Curated Wealth Partners, LLC with nine years of industry experience. He previously worked at JPMorgan Securities LLC for eight years and began his career after graduating from Butler University. He holds Series 63 and Series 65 licenses. Curated Wealth Partners advises ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, and investment entities, providing holistic wealth management, portfolio construction, and access to private market investments. The firm manages approximately $1.76 billion for a selective client base, using a combination of third-party and in-house managers across discretionary and non-discretionary arrangements.

Brandon Averill is a CFP® with 15 years of industry experience, currently serving as an advisor at AWM Capital, LLC. His prior roles include positions at Penniall & Associates, Inc. and ownership of Athlete CEO Consulting, a marketing and business consulting firm. He is also involved in venture capital investing through AWM Ventures LLC and Averill Ventures LLC. AWM Capital is a multi-team registered investment adviser managing approximately $1.15 billion for high- and ultra-high-net-worth individuals and families. The firm emphasizes liability-driven investing and asset allocation, offering financial planning, retirement advice, business consulting, and asset management through a range of investment vehicles and affiliated private funds.

Joshua Axel is a financial advisor at KTF Investments, LLC with 26 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 25 years. KTF Investments advises individuals, including high-net-worth clients, as well as defined benefit and profit-sharing plans, offering financial planning and both discretionary and non-discretionary portfolio management primarily through a sponsored wrap fee program. The firm customizes asset allocations and investment strategies based on client objectives and risk tolerance, conducts regular portfolio reviews, and manages roughly $700 million in client assets with a team of four advisors.

Geoffrey Sokol is a financial advisor at GT Investment Management, LLC with two years of industry experience. He holds a Series 66 designation and has worked at GT Securities, Inc., Ameriprise Financial Services, and Grow Think Investment Management. Outside of his advisory work, he coaches martial arts to children in Hawthorne and serves as a member of the Hawthorne Civil Service Commission. GT Investment Management provides investment advice and financial planning primarily to high-net-worth individuals, offering tailored portfolio management and financial planning services that incorporate a variety of investment strategies and asset types.

Norikazu Yamaguchi is a financial advisor with Advanced Portfolio Strategies in Torrance, CA, holding eight years of industry experience. He has been with APS Management Group, Inc. since 2018 and is also involved with Philosophy LLC. Outside of advisory services, he owns ANGEL MARKETING, LLC, a business focused on the sale of group health benefits to businesses. Advanced Portfolio Strategies provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, and business entities. The firm employs a client-specific investment approach that integrates fundamental, quantitative, and technical analysis alongside modern portfolio theory, managing approximately $158.7 million for around 208 clients.

Samuel Ford is a financial advisor with Advanced Portfolio Strategies in Torrance, CA, holding three years of industry experience. He also owns and operates a solo law practice and has prior experience at multiple law offices dating back to 2013. Advanced Portfolio Strategies serves individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and pension consulting. The firm employs a diversified, multi-strategy investment approach that integrates fundamental, quantitative, and technical analysis, and provides clients access to a broad range of investment vehicles along with insurance and lending products.

Lindsey Diranian is a financial advisor with Regatta Capital Group, LLC in El Segundo, CA, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at Regatta Capital Group since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Regatta Capital Group serves a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations, using a long-term, fundamental-analysis approach to construct diversified portfolios and offering a range of wealth management and financial planning services.

Adam Salas is a CFP®, CFA®, and Series 66 credentialed financial advisor with 14 years of industry experience. He is currently with Quantum Financial Advisors, LLC, where he has worked since 2025. Prior to this, Salas held positions at Wealth Architects, LLC and YellowBrickRoad Financial Advisors, LLC. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process with a focus on mutual funds, ETFs, and separately managed accounts, offering both a Total Market approach and a Sustainable strategy using environmental rankings to guide investments.

Glen Michel is a financial advisor at Advanced Portfolio Strategies with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at APS Management Group, Inc. since 2016, following five years at MML Investors Services and over 16 years with Mass Mutual Life Insurance Company. In addition to his advisory role, he sells life, health, disability, and long-term care insurance products. Advanced Portfolio Strategies is a small team managing approximately $158.7 million for about 208 clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm’s investment approach integrates fundamental, quantitative, and technical analysis with modern portfolio theory, providing customized strategies and quarterly portfolio reviews.

James Monti is a financial advisor at The William Allan Corporation with eight years of industry experience. He has worked at The William Allan Corporation since 2018 and is also employed as a longshoreman by the Pacific Maritime Association. The William Allan Corporation provides investment advisory services to individuals, trusts, non-profits, and corporate accounts, utilizing fundamental analysis and a variety of investment strategies. The firm manages over $200 million in discretionary assets with a small team and incorporates AI tools for operational efficiency while tailoring portfolios to clients’ objectives.

Taylor Heininger is a CFA® charterholder with seven years of industry experience. He has worked at Cloud Capital Management, LLC since 2022 and previously spent nine years at Bessemer Trust. He holds a Series 63 license. Cloud Capital serves individuals, families, and business owners by providing discretionary investment management and financial consulting. The firm employs both quantitative and qualitative analysis in its investment process and uses a range of securities and strategies, including third-party managers and sub-advisors, with regular account reviews.

Alexandra Long is a financial advisor with Quantum Financial Advisors, LLC in Santa Monica, CA, holding a Series 65 credential and six years of industry experience. She has worked at Quantum Financial Advisors since 2022 and previously at Abacus Wealth Partners from 2017 to 2022. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and other business entities by providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process with strategies that include Total Market and Sustainable approaches, utilizing institutional-class funds, active transparent ETFs, and separately managed accounts.

Katherine Thorsey is a financial advisor at Serenus Wealth Advisors, LLC with one year of industry experience. She previously worked at Rothschild & Co. for three years. Serenus Wealth Advisors serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing portfolio management, financial planning, and consulting services. The firm employs a diverse investment approach utilizing fundamental, technical, quantitative, and sector analysis, and manages assets both directly and through sub-advisors, overseeing approximately $1.47 billion in assets for about 141 clients.

Riley Van Velthuyzen is a CFP® with four years of industry experience, currently serving as an associate financial planner at Ocean Path Advisors, LLC. Prior to joining Ocean Path Advisors, he worked at Mariner Independent and EP Wealth Advisors, and has experience at KPMG, LLP. Ocean Path Advisors is a small team providing portfolio management to individuals, high-net-worth clients, charitable organizations, and business entities. The firm’s investment approach emphasizes modern portfolio theory with broadly diversified, low-cost indexed investments, supplemented by margin and options strategies in select accounts.

John Bullitt is a CFP®-certified financial advisor at Validus Capital LLC with six years of industry experience. He has worked at firms including Morgan Stanley and StartEngine Crowdfunding, and has held positions ranging from financial advisory roles to business experience in various companies. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm manages approximately $2.54 billion in assets, constructing customized, primarily long-term portfolios using a combination of mutual funds, separately managed accounts, ETFs, individual equities, alternative investments, and fixed income.

Justin Dyer is a CFP® and CFA® with 15 years of industry experience. He is currently with AWM Capital, LLC, where he has worked since 2019, and also owns AWM Ventures LLC, a venture capital investing business. His prior roles include positions at Bridge Advisory LLC and Waypoint Wealth Partners. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a liability-driven investing approach and an open-architecture platform, managing approximately $1.15 billion across a diverse range of investment vehicles.

Marshall Quan is a financial advisor at Sierra Investment Management, LLC with 25 years of industry experience. He holds a Series 65 designation and has worked at Sierra since 1999. Prior to and during his time at Sierra, he has also been associated with Ocean Park Asset Management, LLC since 2007. Sierra Investment Management is an SEC-registered adviser providing discretionary investment management and limited financial planning services to individuals, trusts, pension and institutional clients. The firm employs a rules-based, tactical investment approach using quantitative trend-following signals and a trailing-stop sell discipline across a range of model portfolios.

Craig Bailey Jr. is a financial advisor at Granite Investment Partners, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including NWQ Investment Management Company, Mandeville Advisors LLC, and Kotak Mahindra Inc. He also serves as an advisor to Equala Therapeutics Inc., assisting the CEO with strategic planning for a pharmaceutical manufacturing startup. Granite Investment Partners provides discretionary investment management to institutional clients, government entities, private pooled vehicles, and high-net-worth individuals. The firm employs a bottom-up research process combining fundamental, technical, and cyclical analysis to construct equity, balanced, and fixed-income portfolios, and manages private funds as well as mutual funds and wrap program arrangements.

Peter Gardiner is a financial advisor with The Investment House LLC in Venice, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with The Investment House LLC since 2012. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled vehicles. The firm uses client-specific investment policies implemented across various strategies, combining fundamental analysis with top-down sector selection and managing registered investment companies, an ETF, and private funds.

Laura Lemoine is a CFP® professional with five years of industry experience. She is currently with Serenus Wealth Advisors, LLC, where she has worked since 2024. Prior to that, she held positions at Camden Capital and The People Concern. Serenus Wealth Advisors serves individual, high-net-worth clients, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm employs a diverse investment process incorporating multiple analysis methods and strategies, managing approximately $1.47 billion in assets across about 141 clients.