Samuel Croucher is a CFP® professional with six years of industry experience, currently serving as a financial advisor at California Financial Partners, Inc. He has worked at both California Financial Partners and LPL Financial LLC during his career. Croucher also provides financial planning and consulting services through California Financial Partners, an independent investment advisor firm. California Financial Partners offers financial planning and consulting to individuals, high-net-worth households, business entities, and pension and profit-sharing plans. The firm focuses on financial statement and cash-flow analysis, retirement and estate planning, tax and insurance reviews, and related implementation support without managing client assets or acting as a discretionary portfolio manager.

Eleanor Weinstock is a financial advisor with Evolve Private Wealth, LLC in Los Angeles, holding Series 63 and Series 65 licenses and having 35 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Morgan Stanley, and Sanctuary Advisors. She is also a licensed insurance agent involved with Evolve Wealth Insurance LLC. Evolve Private Wealth, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and financial institutions. The firm manages approximately $2.15 billion in assets with a focus on fundamental analysis and long-term, diversified portfolios that incorporate mutual funds, ETFs, equities, bonds, and alternative investments.

Amit Stavinsky is a financial advisor with Tamar Securities, LLC in Woodland Hills, CA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Pursche Kaplan Sterling and Tamar Securities since 2010. Outside of his advisory role, he serves as president of Brighton Advisory Group, where he reviews estate assets, wills, trusts, and insurance needs. Tamar Securities, LLC advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector and “Super Cycle” analysis with bottom-up security selection and quantitative screening, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Brian Grimditch is a financial advisor at Highline Wealth Partners with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, as well as earlier positions at Stachur and Emerald Health Services. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are made by an Investment Committee, and it provides clients with regular portfolio reviews, educational workshops, and utilizes third-party technology to manage retirement plan sub-accounts.

Kaela Alba is a CFP® and Series 65 credentialed advisor with one year of industry experience. She is currently with TriaGen Wealth Management LLC and has prior experience at KeyBank. Alba is also an independent licensed insurance agent specializing in accident and health insurance as well as life insurance in California. TriaGen Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies and instruments, including derivatives and digital assets, and manages approximately $535 million in client assets.

Jean Calache is a CFP® with seven years of industry experience, currently serving as a financial advisor at JSF Financial, LLC in Los Angeles, CA. He previously worked at NewEdge Securities Inc and spent one year at the University of California Los Angeles. JSF Financial provides discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm employs dynamic asset allocation, model portfolios, and quantitative analysis, managing approximately $1.73 billion in client assets.

Lisa Westermark is a financial advisor at Beverly Hills Private Wealth, LLC with eight years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior experience includes roles at Bank of America and Merrill Lynch. Beverly Hills Private Wealth, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities, managing discretionary portfolios through a combination of asset-allocation frameworks and multiple analytic approaches.

Jamie Rugg is a financial advisor at Highline Wealth Partners with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2016, including its prior iteration as Charlesworth & Rugg, Inc. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are guided by an Investment Committee, and it provides regular portfolio reviews, participant education, and utilizes third-party technology to manage employer retirement plans.

Stacey Snow is a CFP® professional with 21 years of industry experience. She is currently with Prism Advisors, Inc. and has previously worked at Personal Resources Investment & Strategic Management, Inc. and Wells Fargo Advisors Financial Network LLC. Prism Advisors provides investment advisory and planning services to individuals, trusts, employer retirement plans, and business entities. The firm manages discretionary portfolios using a multi-asset allocation approach and offers both portfolio management and standalone financial planning services.

Amy Marietta is a financial advisor at Avise Financial with one year of industry experience. She holds a Series 65 designation and previously worked at Dorsey Wealth Management and Flutacious, Inc. Outside of finance, she teaches flute lessons. Avise Financial serves individual and institutional clients, including high net worth individuals, trusts, and charitable organizations, offering discretionary investment management alongside financial planning, pension consulting, tax preparation, and business management. The firm uses a range of analytical approaches to construct diversified portfolios and routinely recommends and monitors outside managers.

Daniel Mavraides is a financial advisor at Rebalance LLC in Los Angeles, CA, holding a Series 65 designation with six years of industry experience. He has worked at several firms, including Evoke Advisors and INbalance Advisors, before joining Rebalance in 2024. Rebalance LLC provides investment management, financial planning, and decision-support services through its Rebalance360 program to individuals, retirement plans, pooled vehicles, and charitable organizations. The firm manages approximately $1.56 billion in discretionary assets across several hundred accounts, employing a strategic asset allocation framework with a focus on ETFs and long-term rebalancing.

Adam Schwartz is a financial advisor at Evolve Private Wealth, LLC in Los Angeles, CA. He holds a Series 65 designation and has been with SLK Private Wealth Management and Evolve Private Wealth since 2023. Prior to his advisory career, he studied at the University of Wisconsin - Madison from 2021 to 2025. Evolve Private Wealth provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm employs a fundamentally driven, long-term investment approach using diversified portfolios of low-cost mutual funds, ETFs, individual securities, and alternative investments, with an emphasis on ongoing portfolio monitoring and client communication.

Lisa Sternberg is a financial advisor at Highline Wealth Partners with nine years of industry experience. She holds a Series 65 designation and has been with Charlesworth & Rugg, now operating as Highline Wealth Partners, since 2022. Outside of her advisory role, she occasionally provides bookkeeping and administrative support for her husband's company and for a former employer. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering services such as investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are guided by a centralized Investment Committee, and it provides clients with regular portfolio reviews, participant education, and utilizes third-party technology for managing employer retirement plans.

Y Shih is a financial advisor with Oder Investment Management, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Oder Investment Management in 2021, Shih held positions at Bank of America, Merrill, Konnect Resources LLC, and UBS Financial Services. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors with discretionary investment management, financial planning, and retirement-plan consulting. The firm utilizes a combination of active and passive management, global diversification, and regular portfolio rebalancing based on individualized Investment Policy Statements.

Armen Kesian is a financial advisor at Evolve Private Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Sanctuary Securities, Inc., NYLIFE Securities LLC, and J.P. Morgan Securities. Outside of his advisory roles, Armen has been involved with Siraki, Inc. and In Home Supportive Services (IHSS). Evolve Private Wealth, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets and employs a fundamental, long-term investment approach utilizing diversified portfolios and advanced tools such as third-party AI decision-support.

David Kim is a financial advisor at Matauro, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Purshe Kaplan Sterling Investments, and Simplicity Investments, Inc. In addition to his advisory role, he is involved in fixed insurance products through a contracted relationship with CRUMP. Matauro, LLC manages over $1 billion across nearly 900 client relationships, providing wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, retirement plans, and business entities. The firm employs a diversified investment approach integrating fundamental, macroeconomic, technical, and ESG analyses, utilizing both in-house and third-party portfolio management across various asset classes.

James Koller is an investment advisor representative at Lazari Capital Management, Inc. with 12 years of industry experience. He has held roles at Lyndhurst Securities, Kovack Securities, Park Avenue Securities, Guardian Life Insurance Company, and Wynn & Wynn Financial. In addition to his advisory work, he is involved in insurance sales as a sole proprietor. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting to a diverse client base including individuals, trusts, high-net-worth clients, and corporations. The firm employs a comprehensive investment approach that integrates fundamental, technical, cyclical, and quantitative analysis and manages accounts primarily on a discretionary basis.

Bruce Heymont is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Horizon Wealth Management, where he has worked since 2022. His prior experience includes roles at Heymont & Company, Inc. and LPL Financial. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fiduciary-oriented investment management and financial planning, utilizing diversified portfolios with mutual funds, ETFs, and individual securities supported by fundamental and technical analysis.

Anne Slevin is a financial advisor at Checchi Capital Advisers, LLC with a Series 65 credential and two years of industry experience. Prior to joining Checchi Capital Advisers in 2024, she worked at Greenlight Guru from 2021 to 2024 and has experience as a student and intern from 2016 to 2021. Checchi Capital Advisers provides discretionary portfolio management to high-net-worth individuals, institutions, and other advisers, utilizing proprietary quantitative models to manage over $2.5 billion in client assets. The firm emphasizes index replication and statistical sampling strategies implemented through ETFs and direct securities, focusing on model-driven portfolio construction rather than individualized financial planning.

Alexander Collins is a CFP® and holds a Series 65 license with two years of experience in financial advising. He currently works at HCR Wealth Advisors in Los Angeles and previously held positions at Amgen and Starlight Marine Services. Collins also attended California Maritime Academy. HCR Wealth Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm uses a combination of fundamental and technical analysis with both long- and short-term strategies, managing nearly $2 billion in assets across ten advisors.