Jonathan Dash is a Series 65-licensed advisor at Dash Investments with 21 years of industry experience. He has been involved with Dash Acquisitions LLC since 2004. Dash Investments provides discretionary portfolio management and comprehensive financial planning primarily to high-net-worth individuals, estates, and trusts with a focus on accounts of at least $1 million. The firm employs a long-term, value-oriented investment approach, concentrating on a limited number of industries, and integrates tax planning and estate services into its advisory relationships.

Ben Emons is a financial advisor at Highline Wealth Partners with six years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Emons is the founder and CIO of FedWatch Advisors, which provides outsourced CIO services and customized portfolio solutions for hedge funds, family offices, and other institutional clients. He is also an adjunct professor at the University of Southern California, where he teaches finance and macroeconomics and serves as a career counselor, and contributes market commentary to Bloomberg Odd Lots. Highline Wealth Partners is a registered investment adviser serving individuals, trusts, foundations, retirement plans, and various business entities. The firm offers investment management, financial planning, family office services, and corporate retirement plan consulting, with portfolio decisions centralized through an Investment Committee that manages custom discretionary accounts and provides regular portfolio reviews and participant education.

Mcginnis Mccoy is a financial advisor with Prism Advisors, Inc. in Studio City, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work includes 14 years at Wells Fargo Advisors Financial Network, LLC and nine years at Personal Resources Investment and Strategic Management, Inc. Outside of advising, he serves as president of the 8-Ball Flying Club and is a board member of The Luv U Project, a charitable organization focused on mental health. Prism Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, financial planning, retirement plan consulting, and legacy asset management. The firm combines fundamental and sector analysis with strategic asset allocation across traditional and alternative investments and is notable for sponsoring its own wrap fee program and permitting margin use in managed accounts.

Jerrod Ferguson is a CFP®-certified financial advisor with 17 years of industry experience. He has worked at Vance Wealth since 2020 and previously spent over a decade at Raymond James Financial Services. In addition to his advisory role, Ferguson is also an independent insurance agent. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations, managing approximately $893.6 million in assets. The firm follows a long-term, fundamentally driven investment process, constructing customized portfolios that include ETFs, mutual funds, individual securities, bonds, and third-party managers.

Douglas De Groote is a CFP® professional with 29 years of industry experience. He is a principal at De Groote Financial Group, LLC, where he has worked since 2013. Prior to that, he held roles at Girard Securities, Inc. and Crowell, Weedon & Co. Outside of his advisory work, he serves as CFO for Freedom Square, a web-based platform focused on American-made goods and services, and is CEO of Lunch With 4 Interesting People, an event facilitation app for advisors. De Groote Financial Group provides discretionary investment management, wealth management, and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, including high-net-worth clients. The firm manages over $1.2 billion and employs a multi-manager approach that includes mutual funds, ETFs, individual securities, proprietary model portfolios, and third-party managed accounts.

Emily Swan is a CFP® professional with three years of industry experience. She is currently with Alliance Advisory & Securities, LLC and previously worked at David S Reinders, Inc. and Cloud & Fire. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individual clients, trusts, pension plans, and charitable organizations. The firm employs diversified model allocations and modern portfolio theory across various model groups and individual securities, with regular portfolio reviews and rebalancing.

Alex Markowitz is a financial advisor with Alteri Wealth in Westlake Village, CA, holding a Series 66 designation and 14 years of industry experience. He previously worked at Bank of America and Merrill before joining Alteri Wealth, and has also been affiliated with Purshe Kaplan Sterling Investments. Alteri Wealth provides discretionary and non-discretionary investment management and financial planning to affluent individuals, families, and institutional clients, including business owners, athletes, physicians, entrepreneurs, and entertainment industry executives. The firm uses a fundamentally driven, long-term investment approach across a range of asset classes and offers additional services such as retirement plan advisory and estate-planning support.

Eric Dizon is a financial advisor at Providence Financial and Insurances, Inc. with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Edward Jones and Wells Fargo Investments. Providence Financial and Insurance Services is a team investment adviser serving individual clients, including high-net-worth households, offering discretionary investment management, comprehensive financial and estate planning, and insurance brokerage services. The firm typically employs a buy-and-hold strategy using income-producing securities, ETFs, mutual funds, and bonds, and provides ongoing portfolio supervision alongside tailored planning and estate advice.

Niall Shaffery is a CFP®-certified financial advisor with Vance Wealth in Santa Clarita, CA, holding Series 65 and Series 66 licenses. He has four years of industry experience, including prior roles at Bank of America Merrill Lynch and Poole & Shaffery LLP. Outside of his advisory work, Shaffery serves as Vice President of a business professional referral network in Valencia, CA. Vance Wealth provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term, fundamentally driven investment approach, utilizing customized portfolios primarily composed of ETFs and mutual funds, and manages approximately $893.6 million in assets for around 380 clients.

Jason Thomas is a CFA® charterholder with 13 years of industry experience, currently serving as the sole advisor at Portfolio Design Labs, LLC since 2021. He previously worked at AssetMark and AssetMark Brokerage from 2014 to 2021. Outside of his advisory role, he founded Capital Markets Research & Strategy LLC, an investment research business focused on capital markets and strategy analysis. Portfolio Design Labs, LLC provides portfolio management and related advisory services primarily to individual and high-net-worth clients through separately managed accounts. The firm is notable for its solo advisor model overseeing approximately $502 million in assets across about 423 clients, with a focus on performance-based fee arrangements and the use of leverage in some accounts.

Anthony Saccaro is a financial advisor with Providence Financial and Insurances, Inc. in Woodland Hills, CA. He holds the ChFC® designation as well as Series 63 and Series 65 licenses and has 15 years of industry experience. His work history includes over a decade at Providence Financial and Insurance Services, Inc. and a recent position at Sound Income Wealth, LLC. Providence Financial and Insurance Services is a team investment adviser serving individual clients, including high-net-worth households, with discretionary investment management, comprehensive financial and estate planning, and related consulting. The firm generally follows a buy-and-hold strategy using income-producing securities, ETFs, mutual funds, and bonds, and it offers tailored financial and estate-planning advice alongside insurance brokerage services.

Barry Craine is a Series 66-credentialed financial advisor with Black Card Circle, bringing 21 years of industry experience. His prior roles include positions at Waddell & Reed, Ameriprise, Cameron, Murphy & Spangler, Inc., and UBS Financial Services. In addition to his advisory work, he is actively involved as a life insurance agent, focusing on risk transference and management. Black Card Circle is a registered investment adviser team serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm delivers customized financial plans and typically manages most assets on a non-discretionary basis, using diversified portfolios aligned with Modern Portfolio Theory principles.

Jacob Ferry is a financial advisor at Total Wealth Services, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Total Wealth Group and Mariner Independent. Total Wealth Services, LLC provides financial planning, consulting, and discretionary wealth and portfolio management to individual investors, trusts, estates, and charitable organizations. The firm employs a manager- and style-agnostic approach, allocating assets to independent subadvisors and using diversified investments tailored to client circumstances.

Kenneth Newberry is a financial advisor at CRUX Wealth Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Waddell & Reed and Raymond James Financial Services. He is also involved as a financial advisor with Triton Wealth Advisors and Arete Wealth Management. CRUX Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using a variety of analytical methods and generally manages client accounts on a discretionary basis with regular monitoring.

Patrick Mcilrath is a financial advisor with Alliance Advisory & Securities, LLC, holding a Series 63 designation and over 32 years of industry experience. He has been with Alliance Advisory & Securities and Aerie Financial Group since 2005. In addition to his advisory role, he is the owner and president of Aerie Financial Group, which focuses on insurance sales including life, health, disability, and fixed annuity products. Alliance Advisory & Securities, LLC provides investment management and financial planning services to individual clients, trusts, pension plans, charitable organizations, and other pooled vehicles. The firm employs diversified model allocations based on modern portfolio theory, offering both discretionary and non-discretionary portfolio services with regular reviews and rebalancing.

Michael Parrinello is a financial advisor with BCN Financial, Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. His prior work history includes roles at LPL Financial, Crown Capital Securities, and Quest Securities. Outside of his advisory work, he serves as a volunteer football coach in Valencia, CA. BCN Financial provides retirement plan advisory and financial planning services primarily to participants of employer-sponsored retirement plans and members of over 200 Police and Fire Department associations. The firm’s investment approach combines fundamental, technical, and sentiment analysis with market timing, focusing on mutual funds and ETFs while typically delivering specific non-discretionary advice tailored to available plan options.

Carolin Alaverdian is a financial advisor at Windsor Capital Management, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Windsor since 2008. Outside of advisory work, she is also active as a real estate agent with Balboa Real Estate. Windsor Capital Management provides fee-only investment advisory services to individuals, trusts, pension plans, charitable organizations, and business entities. The firm employs customized portfolio strategies incorporating fundamental, technical, and charting analysis, and offers model portfolios including fixed income, ETFs, closed-end funds, and proprietary stock models.

Jonathan Ezra is a financial advisor at Tamar Securities, LLC with seven years of industry experience. He holds a Series 65 designation and has professional experience including roles at California State University, Northridge, Santa Monica College, and Tulane University. Tamar Securities, LLC provides discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.52 billion in discretionary assets for about 4,198 clients through a multi-advisor team of 17, utilizing proprietary model programs that combine global value and sector analysis with both qualitative and quantitative screening.

David Nash is a Wealth Advisor at Parkwoods Wealth Partners, a fiduciary, fee-only financial planning firm. He works with tech employees, executives, and high-earning families to bring clarity and confidence to their financial lives. Drawing on a wide range of experience — from earning his MBA in Finance at UCLA Anderson to roles in investment banking at Barclays and as a Regional Director at Dimensional Fund Advisors — David helps clients make informed, thoughtful decisions about their wealth. His background allows him to understand the complex benefits and financial opportunities that come with working at innovative companies. David’s planning focuses on what matters most to busy professionals and growing families: optimizing taxes for retirement, making the most of equity compensation, and building strong estate and education plans. His approach is personal and practical, meeting each client where they are and helping them move toward their long-term goals with confidence. Above all, David believes financial advice should be clear and empowering. He takes time to explain options, guide decisions, and provide support as life and wealth evolve.

Selwyn Herson is a financial advisor at Cruden Bay Investment Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at Cruden Bay since 2016, following six years at LPL Financial. He also has a long-term association with WPG dating back to 1986. Cruden Bay Investment Management serves individuals, high-net-worth clients, foundations, corporations, and other business entities by offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services. The firm employs a philosophy focused on risk-adjusted performance, combining fundamental and technical analysis with both long- and short-term strategies, and sponsors a wrap-fee program integrating management and administrative costs.