Brian Goldberg is a financial advisor with Banyan Tree Asset Management, LLC in Torrance, CA. He holds a Series 66 designation and has 23 years of industry experience. Goldberg has been with Banyan Tree Securities, LLC and Banyan Tree Asset Management, LLC since 2013, serving as owner and principal. Banyan Tree Asset Management is a discretionary fixed-income investment adviser focused on ultra-high net worth individuals and institutional clients. The firm employs an active, credit-oriented investment process and manages portfolios primarily through separately managed accounts and Delaware-structured pooled investment vehicles.

Ryan Reid is a financial advisor at Curated Wealth Partners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC for eight years. Prior to his financial career, he was affiliated with Butler University for two years. Curated Wealth Partners serves ultra-high-net-worth individuals, families, trusts, estates, and charitable organizations by providing holistic balance-sheet advisory, portfolio construction, and manager selection across public and private markets. The firm also offers family office services and manages substantial assets with a combination of discretionary and non-discretionary accounts.

Jason Stone is a CFP® with 18 years of industry experience currently serving at Secura Financial. His prior roles include positions at Arkadios Capital, Crown Capital Securities, Barth Financial Advisors, and Stone Hatcher LLC. Outside of his advisory work, he serves as treasurer for the Theta Chi Fraternity Zeta Epsilon Alumni Association and is a board member at large for Child Lane. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs fundamental and cyclical analysis with a range of strategies, including option writing and derivatives, and also collaborates with third-party money managers and wrap fee programs.

Seong Cho is a CFP® with eight years of industry experience, currently serving at Allmerits Asset, LLC as part of an eight-advisor team. He has worked at Allmerits Asset, LLC since 2020 and at Sherwood Hall Financial Planning since 2018, where he is also an owner and insurance agent. Since 2024, Cho has been a CFP instructor, teaching a CFP course quarterly. Allmerits Asset, LLC provides discretionary portfolio management, retirement plan consulting, and financial consulting to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm combines tactical and strategic asset allocation with third-party sub-advisers and platform providers, serving a broad base of individual clients and managing substantial retirement-plan assets.

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.

Saul Palencia is a financial advisor at Secura Financial with 10 years of industry experience. He holds a Series 65 designation and has been with Secura Financial since 2016. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $320 million for about 673 clients through a team of seven advisors, employing investment strategies tailored to clients’ objectives and risk tolerance.

Geoffrey Sokol is a financial advisor at GT Investment Management, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and Grow Think Investment Management. Outside of his advisory role, he coaches children in martial arts in Hawthorne, California, and serves on the city's Civil Service Commission. GT Investment Management provides investment management and financial planning primarily to high-net-worth individual clients. The firm employs a blend of fundamental, technical, and cyclical analysis to create tailored portfolios and offers both discretionary and non-discretionary management alongside access to alternative investments and equity options strategies.

Samantha Vient is a CFP®-certified financial advisor with seven years of industry experience. She is currently with Ellevest, where she has served since 2021, and has prior experience at Retirable and Origin Financial. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women plan and invest. The firm offers tailored portfolios based on individual goals and risk tolerance, emphasizes strategic asset allocation, and provides values-aligned investment options along with educational workshops.

Casey Hatcher is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience. He is currently with Secura Financial and has held positions at Arkadios Capital Securities, Stone Hatcher Financial, Crown Capital Securities, and Bentley Financial and Insurance Services. Hatcher has also been involved with Stone Hatcher LLC. Secura Financial, LLC provides fee-based personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $320 million for around 673 clients through a team of seven advisors, offering tailored investment strategies ranging from long-term holdings to option strategies and margin, integrating comprehensive planning services into client engagements.

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.

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 since 2022 and previously spent nine years at Bessemer Trust. He is based in El Segundo, California. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities with discretionary investment management and standalone financial consulting services. The firm employs a team-based approach, using quantitative and qualitative analysis, model-based trading, and may recommend outside managers to construct and monitor portfolios.

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.

Michael Bader is a financial advisor at Secura Financial with 13 years of industry experience. He also has a background in accounting and tax services, operating his own CPA practice since 1984, and provides senior advisory services through My Senior Care Advisors since 2000. Secura Financial offers fee-based personalized financial planning and discretionary portfolio management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies tailored to clients’ objectives and risk tolerance, combining fundamental and cyclical analysis with both long-term and shorter-term approaches.

Martin Orton is a financial advisor with Kingsbridge Wealth Management, Inc. in Fullerton, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Banc of America Investment Services, Inc. and Morgan Stanley Dw Inc. prior to joining Kingsbridge in 2010. Kingsbridge Wealth Management advises high-net-worth individuals, trusts, estates, and organizations through discretionary separately managed accounts and financial planning, focusing on systematic asset allocation, broad global diversification, and tax-efficient portfolio management. The firm is also notable for sponsoring and syndicating private funds through affiliated entities.

John Bullitt is a CFP® professional with six years of industry experience, currently serving with Validus Capital LLC. He previously held positions at Morgan Stanley and several other firms, with a background that includes both financial advisory and academic roles at USC’s Marshall School of Business. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients, managing approximately $2.54 billion in assets. The firm focuses on customized, primarily long-term portfolios and offers a range of integrated family office services alongside portfolio management.

Craig Gougis is a financial advisor at Penserra Wealth Management with 25 years of industry experience. He holds a Series 66 credential and has worked at firms including National Asset Management, Inc. and Emerson Equity LLC. Gougis is also involved in health insurance sales focused on supplemental policies through Presleyga. Penserra Wealth Management, founded in 2024, provides discretionary portfolio management, non-discretionary pension consulting, and financial planning. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to implement diverse investment strategies across ETFs, mutual funds, options, and certain alternative investments.