Andrew Brooks is a financial advisor at Village Wealth Advisors with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Avalan, LLC and B&B Premier Insurance Solutions, Inc. Outside of his advisory role, he is involved with Pizzola Insurance as an insurance producer. Village Wealth Advisors provides financial planning and discretionary portfolio management to individuals and high-net-worth clients. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified allocations across various asset classes and incorporating tax-efficiency and risk considerations.

Robert Kahn is a Series 65–licensed financial advisor with AlphaNext, LLC in Los Angeles, California, bringing 11 years of industry experience. He previously worked at Alpha Analytics Investment Group, LLC for five years before joining AlphaNext in 2018. Outside of his advisory work, Mr. Kahn manages a rental real estate investment business and holds an ownership interest in Alpha Analytics, LLC. AlphaNext serves individual and high net worth clients, as well as trusts, estates, and charitable organizations, providing asset management, financial planning, and consulting services. The firm employs a combination of fundamental and sector analysis with diverse asset allocation strategies, including alternative investments and private equity, managing portfolios on a discretionary basis with ongoing monitoring and rebalancing.

Charles Russo Jr. is a CFP® professional with 26 years of experience at Classic Financial & Insurance Services, Inc. in Westlake Village, CA. He is also a licensed insurance agent and dedicates part of his time to this independent insurance business. Classic Financial serves individual and high-net-worth clients by providing portfolio management, ERISA plan advisory services, and access to third-party manager programs. The firm’s investment approach combines fundamental and technical analysis with a focus on long-term capital appreciation and income, managing both discretionary and non-discretionary accounts.

Daniel Heyman is a CFA® and PFS™ credentialed advisor with 15 years of experience in the financial industry. He is principal of Heyman Wealth Management, LLC, where he has worked since 2010, and also operates a CPA professional corporation providing accounting, tax preparation, and business consulting services. In addition to his financial advisory work, Heyman manages a coworking facility and oversees several real estate-related entities. Heyman Wealth Management offers discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of active and passive investment strategies guided by asset allocation and modern portfolio theory, with portfolios managed on a discretionary basis using third-party custodians.

Timothy Streufert is a financial advisor at Private Financial Counseling with eight years of industry experience. He holds a Series 65 designation and has previously worked at NinePointTwo Capital LLC and Ares Management. He is also the founder, principal, and Chief Compliance Officer of NinePointTwo Capital LLC. Private Financial Counseling provides discretionary wealth and portfolio management primarily for individuals and high-net-worth families, as well as trusts, retirement-plan participants, corporations, and charitable organizations. The firm uses a proprietary quantitative rules-based selection approach combined with fundamental and third-party research to manage portfolios with a medium- to long-term focus.

Gary Karz is a CFA® charterholder with seven years of industry experience. He is currently an advisor at WWM Advisory Inc. and previously worked at Tri Star Sport & Entertainment and as an independent consultant. He is also the owner of INVESTORHOME.COM, a research website that is currently non-active. WWM Advisory Inc. provides investment advisory and portfolio management services primarily to individual clients and pension or profit-sharing plans associated with its affiliated business-management practice. The firm focuses on asset allocation and mutual fund/ETF analysis to create portfolios tailored to clients’ goals, with accounts reviewed quarterly and managed on a discretionary basis when appropriate.

Arthur Kraus is a ChFC®-designated financial advisor with over 53 years of industry experience. He has been with Capital Intelligence Advisors, Inc. since 2004 and is also affiliated with LPL Financial, LLC. Kraus conducts seminars on financial planning topics for businesses and associations. Capital Intelligence Advisors provides financial planning services to individuals, families, small businesses, and institutional clients, including pension plans and foundations. The firm focuses on delivering written financial plans and ongoing planning engagements without discretionary portfolio management or custody of client assets.

Scott Sitrin is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Sitrin Capital Management, LLC since 2016, where he is one of four advisors. Sitrin Capital Management, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a top-down investment approach focused on identifying leading sectors within the S&P 500 and selecting individual equities, complemented by fundamental, technical, and cyclical analysis.

Lockwood Holmes is a financial advisor at Vincimus Capital, LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at Integrity Financial Corporation for eight years before joining Vincimus Capital in 2022. Outside of his advisory role, Holmes is a member and manager of investment vehicles involved in the development of a surf precinct and wave pool in Jacksonville, FL, as well as in the acquisition of the entertainment group Dude Perfect. Vincimus Capital provides financial planning, asset management, retirement plan consulting, and investment advice to individuals, high net worth clients, business owners, family offices, and certain institutional plans. The firm employs a tactical diversification approach, integrating traditional and alternative investments through a proprietary due diligence model, and manages both discretionary and non-discretionary accounts.

Darrach Mc Carthy is a financial advisor at Victus Capital Wealth with 23 years of industry experience. He holds a Series 66 designation and has been with Victus Capital Wealth since 2010. Outside of his advisory role, he serves as CFO and director of his wife’s public relations firm, Lucia Singer Public Relations, managing its books on a part-time basis. Victus Capital Wealth serves individuals, trusts, retirement plans, and corporate entities by providing portfolio management, retirement plan consulting, and access to third-party money managers. The firm employs a combination of fundamental and technical analysis and offers a range of investment strategies, including discretionary management and private equity allocations, while also sponsoring a pooled investment vehicle focused on qualified opportunity zone real estate.

Adam Scott is a financial advisor at Argyle Capital Partners, LLC in Los Angeles, CA, holding a Series 66 designation with 21 years of industry experience. He has been with Argyle Capital Partners since 2012. Outside of his advisory role, Scott serves as president of the Barrington Court Homeowners Association. Argyle Capital Partners is an SEC-registered investment adviser managing discretionary portfolios for individuals, corporations, small businesses, and retirement plan sponsors. The firm employs an active, total-return approach using index funds, equities, and fixed income, tailoring allocations to clients’ risk tolerance and preferences, and offers a broad range of planning and consulting services.

Xi Zhang is a financial advisor at Aligne Wealth Advisors Investment Management (AWAIM) in Los Angeles, CA, holding a Series 66 designation with two years of industry experience. Prior to joining AWAIM, Zhang worked at LPL Financial for three years and has diverse experience including roles outside finance such as with M.A.D Dance & Music. Aligne Wealth Advisors Investment Management manages approximately $224 million for around 200 clients, including individuals, trusts, business entities, charitable organizations, and retirement plans. The firm employs a discretionary investment approach based on proprietary global macroeconomic research, utilizing model portfolios primarily composed of mutual funds and ETFs.

David Matthew is a financial advisor at Bruin Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has work history including roles at Goldberg & Company, SingerLewak, LLP, KPMG, LLP, and PwC. Outside of advisory activities, he is the manager and majority owner of 4250 Properties, Inc., a tax consulting company. Bruin Wealth Advisors serves individuals and institutional clients with portfolio management, financial planning, and pension consulting, using a range of analytical methods and active strategies. The firm manages approximately $37 million in assets and offers both discretionary and non-discretionary management without account minimums.

Scott Wood is a financial advisor at DRH Investments, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill. Outside of his advisory work, he coaches middle school football at Harvard-Westlake School and golf at Westmark School. DRH Investments, Inc. provides discretionary investment management to individuals, business entities, retirement plans, and non-profits. The firm offers a concentrated equity-focused strategy that employs options and leverage and also serves as a sub-adviser to other registered investment advisers.

Anthony Danaher is a financial advisor with Guild Investment Management, Inc. He holds 19 years of industry experience and has been with Guild since 1990. He also has a role at Farther Finance Advisors beginning in 2024. Guild Investment Management serves individual investors, personal trusts, pension plans, and institutional clients by providing discretionary portfolio management and financial planning services. The firm uses a top-down macro analysis combined with bottom-up security selection and actively manages exposures across countries, sectors, and asset classes, including the use of derivatives and crypto-related exchange-traded products.

Nitin Thakkar is a financial advisor at R Tech Advisors, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with R Tech Advisors since 2008. R Tech Advisors provides comprehensive financial planning, investment portfolio management, and consulting services to individuals, privately held businesses, and pension and profit-sharing plans. The firm delivers customized, non-discretionary advice and offers fiduciary services, estate planning, and business consulting, with a focus on client education and periodic account monitoring.

Neeka Miremadi is a financial advisor at Attainable Wealth with a Series 65 credential and one year of industry experience. Prior to joining Attainable Wealth, she worked at Urban Wealth Management and contributed to the CSUN VITA Clinic. Attainable Wealth offers investment advisory and financial planning services to individuals, high-net-worth clients, and some businesses. The firm employs a core passive investment approach utilizing index mutual funds and ETFs with factor tilts and partners with third-party money managers to implement client portfolios.

Miles Rader is an advisor at Willner & Heller LLC with Series 65 and Series 66 licenses and three years of industry experience. His prior roles include positions at MAP Strategic Wealth Advisors and UBS Financial Services. Outside of finance, his background includes working in the restaurant industry and a role at California Lutheran University. Willner & Heller LLC provides discretionary investment management to individuals, pension and profit-sharing plans, and charitable organizations, offering ongoing retirement plan consulting and tailored portfolios that include individual securities and funds. The firm’s approach includes fundamental and fund analysis, with services that extend to margin borrowing and securities pledging in separately managed accounts.

Cynthia Aragon is a financial advisor with Brentview Investment Management, LLC, holding Series 63, 65, and 66 designations and 19 years of industry experience. She has worked at several firms, including Cavu Securities LLC and Altegris Investments. Outside of her advisory role, she operates her own law practice, providing compliance consulting and legal advice to investment companies and corporate clients. Brentview Investment Management serves high-net-worth individuals and institutional clients, offering discretionary portfolio management with a focus on dividend growth strategies across U.S. and international markets. The firm is employee-owned, certified as a Minority Business Enterprise, and participates extensively as a sub-advisor in various wrap and managed account platforms.

Jeffrey Richter is a financial advisor at Ares Financial Consulting LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ares since 2016, with prior experience at Pacific Coast Fiduciary, LLC. He is also licensed as an insurance broker, providing life, disability, long-term care, and health insurance to clients. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, diversified investment approach based on Modern Portfolio Theory.