Channing Lushbough is a financial advisor at Round Hill Asset Management Inc with 26 years of industry experience. He holds a Series 65 credential and has been with Round Hill since 1986. Round Hill Asset Management provides discretionary portfolio management to individuals, trusts, pension plans, and a private fund, overseeing approximately $273 million in client assets. The firm employs a value-oriented investment approach focused on intrinsic value and margin of safety, primarily investing in undervalued stocks while using bonds and opportunistic strategies such as options and arbitrage.

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.

Doron Kochavi is a financial advisor at Carnegie Wealth Management LLC with 44 years of industry experience. He holds a Series 63 designation and previously worked at Western International Securities, Inc. for nine years. Outside of advising, he is involved in non-investment activities including roles as a member and co-general partner in Individual Public Storage and ownership interests in rental property entities. Carnegie Wealth Management is a state-registered advisory firm serving individual and high-net-worth clients with customized asset and portfolio management. The firm manages client accounts primarily on a non-discretionary basis, using a combination of fundamental, technical, quantitative, and sector analyses across equity and fixed-income strategies.

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.

Adam Scott is a CFP® and holds a Series 66 license with 16 years of experience in financial advising. He has worked at WellAcre Wealth Management LLC since 2020, following a decade at Westside Investment Management, LLC and concurrent experience with LPL Financial LLC from 2009 to 2020. WellAcre Global Wealth Advisors serves individual clients, trusts, retirement plans, and businesses, managing approximately $101 million across about 82 accounts. The firm offers a broad range of services including asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, employing multiple analysis techniques and investment strategies tailored to client objectives.

Amy Marshall is a financial advisor at S&F Investment Advisors with four years of industry experience and holds a Series 65 designation. She has been with S&F Investment Advisors since 1988. Outside of her advisory role, she operates a bookkeeping service unrelated to investments. S&F Investment Advisors provides discretionary portfolio management to individual and high-net-worth clients, pension plans, and business entities through model portfolios, separately managed accounts, and income strategies. The firm employs fundamental and technical analysis, event-driven strategies involving listed options, and offers performance-based fees for certain accounts.

Jeffrey Harwood is a CFP® and CFA® with 21 years of experience, currently serving as an advisor at Ventura Advisors since 2004. He is also a licensed real estate broker in California. Ventura Advisors is a fee-only firm providing personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on strategic asset allocation using passively managed index funds and ETFs, emphasizing diversification, tax efficiency, and cost containment.

Stephen Stroup is a financial advisor with Onward Advisors LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at firms including Wedbush & Co., Ameriprise Financial Services, and Qapital LLC. He also serves in supervisory roles related to regulatory compliance at Onward Advisors and Qapital. Onward Advisors LLC provides discretionary asset management primarily for institutional and pooled-vehicle clients, along with financial planning and consulting services. The firm’s investment approach incorporates client objectives, risk tolerance, and tax considerations, employing a wide range of instruments and emphasizing fiduciary disclosure.

Zachary Shrier is a financial advisor with Shrier Wealth Management, LLC in Los Angeles, holding a Series 66 designation and 22 years of industry experience. He previously worked at LPL Financial for 22 years before joining his current firm in 2025. Outside of advisory services, he is a licensed insurance agent. Shrier Wealth Management serves individuals, trusts, nonprofit organizations, pension and profit-sharing plans, and corporate clients with asset management, financial planning, and retirement consulting. The firm employs a multi-method investment approach and actively manages donor-advised fund assets alongside a broader range of advisory services beyond typical wealth management.

Andi Kim is a CFA® charterholder with 20 years of industry experience, currently serving as Chief Investment Officer at Positive Delta Asset Management LLC and a partner at AK Financial Holdings since 2011. Prior to this, Kim has been involved with Gb Positivedelta Asset Management since 2005 and Think Wealth, LLC since 2020. Outside of Positive Delta, Kim dedicates significant time to AK Financial Holdings, a CFTC-registered commodity pool operator. Positive Delta Asset Management LLC provides separately managed accounts to individual and institutional clients, managing approximately $28.8 million across about 69 accounts. The firm offers a Global Alpha multi-asset ETF portfolio and customized management strategies, employing quantitative models and risk monitoring to manage diversified exposures.

Roger Fox is the sole advisor at S&F Investment Advisors in Encino, CA, with 33 years of industry experience. He has worked at S&F Investment Advisors since 1995 and previously operated Fox Accountancy from 1984 to 2021. S&F Investment Advisors provides discretionary portfolio management to individual and high-net-worth clients, pension plans, and business entities through model portfolios, separately managed accounts, and income strategies. The firm employs fundamental and technical analysis and event-driven strategies incorporating listed options, margin, and short sales alongside traditional asset allocations.

Kyongjin Lee is a financial advisor at Mainstream Capital Management with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Raymond James Financial Services. Outside of advising, he serves as a general partner in a retail shoe business and is a major in the United States Army National Guard. Mainstream Capital Management provides financial planning and discretionary portfolio management to individual and corporate clients, including high-net-worth households. The firm employs fundamental security analysis and tactical asset allocation, utilizing a range of investment strategies such as leveraged ETFs and a long/short absolute-return program.

Alfred Mcintosh is a CFP® and Series 63 licensed advisor with 21 years of industry experience. He has been with McIntosh Capital Advisors, Inc. since 1996. McIntosh Capital Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, corporations, and small businesses. The firm uses a primarily passive investment approach with ETFs and no-load mutual funds, complemented by selected active securities, managing approximately $45.3 million in assets across about 90 client relationships.

Kaine Nicholas is a financial advisor with Shifting the Culture Wealth Partners LLC, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Merrill Lynch and Prudential, among others. Outside of advising, he teaches financial literacy to youth through the nonprofit Wall Street Wizards Academy and is involved in sales of photovoltaic technology and life insurance. Shifting the Culture Wealth Partners is a fee-only firm offering comprehensive financial planning and investment management primarily for individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a primarily passive, asset-class investment approach combined with fundamental and technical analysis, implementing portfolios through third-party Sub-Advisors and the Altruist platform.

Melanie Tanaka is a CFP® professional with over 34 years of experience in financial advising. She is currently with Legacy Financial Group, where she has worked since 2001, and has previous experience at SagePoint Financial, Inc. and Osaic Wealth, Inc. In addition to her advisory role, she provides notary services and sells life and long-term care insurance. Legacy Financial Group, LLC offers personalized investment advisory and financial planning services to individuals, trusts, estates, and other entities. The firm employs modern portfolio concepts and a combination of mutual funds, ETFs, and other securities, delivering both discretionary and non-discretionary management with regular reviews.

Siddarth Sharma is a financial advisor at Polestar Capital LLC based in Los Angeles, CA. He holds a Series 65 designation and has recently entered the industry, with prior experience at Spring Health, Deliverr, and roles in education and nonprofit sectors. Polestar Capital LLC serves as the general partner and investment adviser to private pooled investment vehicles and manages separately managed accounts for high-net-worth individuals, institutions, trusts, endowments, and pension plans. The firm employs a value-driven, contrarian equity approach focused on company fundamentals and uses both long-term and short-term strategies, including options and leverage.

Anthony Reed is a CFP® with 32 years of industry experience and has been with Millennium Investment Services since 1995. He also serves as managing member and sole owner of MIS Partners, LLC, and oversees MIS Equity Strategies, LP. Millennium Investment Services offers discretionary and non-discretionary investment management and related concierge services to individuals, pension plans, trusts, estates, and business entities. The firm focuses on U.S. equities, mutual funds, ETFs, and options-based strategies, with customized portfolios typically managed on a discretionary basis, and sponsors pooled investment vehicles with performance-based compensation structures.

Ryan Haslam is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Hesen & Haslam, LLC since 2017. He has also been associated with LPL Financial, LLC since 2014. Haslam is involved in retirement income specialization and holds Series 63 and Series 65 licenses. Hesen & Haslam advises individuals, trusts, employer retirement plans, and business entities, focusing on asset management, retirement-plan consulting, and comprehensive financial planning. The firm operates as a fiduciary specializing in wrap-fee portfolio management with an emphasis on strategic asset allocation and conservative fixed-income management.

Michael Pysnik is a financial advisor at Pysnik Financial, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Independent Financial Group and Lee Pysnik, CPA. In addition to his advisory role, he is a licensed California insurance agent offering various insurance products. Pysnik Financial serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm provides non-discretionary asset management, financial planning, consulting, and insurance implementation, using a goal-based asset allocation approach that includes ETFs, mutual funds, fixed income, and individual securities.