Devin Weinstein is a CFA® charterholder with six years of industry experience. He is currently an advisor at Coast Bridge Capital, where he has worked since 2023. Prior to that, he held roles at Raymond James & Associates, Chandler Asset Management, Ford Equity Research, and Northwestern Mutual Investment Management. Coast Bridge Capital is a state-registered investment adviser managing approximately $77.5 million in client assets. The firm provides discretionary portfolio management and sub-advisory services to individuals, high-net-worth clients, family offices, institutional clients, and other registered investment advisers, employing a fundamental analysis and tactical asset allocation approach.

Ryan Sitrin is a financial advisor with Sitrin Capital Management, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Sitrin Capital Management since 2016, working within a six-advisor team based in Century City, CA. Sitrin Capital Management 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 the S&P 500 to identify leading sectors and select individual equities, combining fundamental, technical, and cyclical analysis in its decision-making.

George Zuluaga is a financial advisor with Avina Financial Group, Inc., holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He has worked with firms including Sagepoint Financial, Inc. and WiseWealth Financial Advisors, and has operated as a licensed insurance agent since 2007. Avina Financial Group serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses, offering financial planning, portfolio management, and retirement plan consulting. The firm provides a wrap fee program with discretionary and non-discretionary management and emphasizes retirement plan services, participant education, and workshops.

Geoffrey Bates is a CFP® with 27 years of industry experience, currently serving as an advisor at Bates Wealth Management, LLC since 2016. He has operated as a sole proprietor since 2011 and is also the owner of an insurance agency specializing in life and health insurance. Bates Wealth Management serves individual investors and retirement plan sponsors, offering discretionary asset management, ERISA 3(21) advisory services, and hourly financial planning. The firm employs both fundamental and technical analysis, incorporating options and derivative strategies, and manages accounts on a discretionary basis with documented client goals and investment restrictions.

Peter Finkel is a CFA® charterholder and holds a Series 63 license, with six years of industry experience. He has been with Eliot Finkel Investment Counsel, LLC since 2003. Eliot Finkel Investment Counsel, LLC provides discretionary portfolio management for individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-oriented, income-focused investment approach emphasizing fundamental research and economic analysis, and it uses borrowing within separately managed accounts, a practice uncommon among peers.

George Ayala is a financial advisor at Sackett Wealth Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, MassMutual Life Insurance/Capstone Partners, CAK International, and The University of New Mexico. Sackett Wealth Advisors is a team-based registered investment adviser managing approximately $181 million for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary investment advice focused on asset allocation across public and private securities, with a preference for passively oriented asset-class funds, and offers additional tax and consulting services through an affiliated accounting practice.

Jonas Lee is a financial advisor at Aligne Wealth Advisors Investment Management (AWAIM) with 42 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, MML Investors Services, Inc., and Connecticut Mutual Life. He is also a licensed insurance agent, selling non-variable insurance products such as long-term care, disability, life insurance, fixed annuities, and health insurance. Aligne Wealth Advisors Investment Management provides discretionary investment management, financial planning, pension consulting, and private fund management to individuals, high-net-worth clients, trusts, business entities, and retirement plans. The firm employs a global macroeconomic-driven investment approach using model portfolios primarily composed of mutual funds and ETFs, and manages a private Global Macro Opportunities Fund with a performance-based fee structure.

Anastasia Timineri is a financial advisor at Torrey-Payne Wealth Management with two years of industry experience. She holds the Series 66 designation and previously worked at firms including Raymond James & Associates Inc. and Wells Fargo Bank N.A. Timineri also serves as a client service associate, handling meetings and account updates for Torrey-Payne. Torrey-Payne Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individual, high-net-worth, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, emphasizing tailored portfolios with asset allocation, rebalancing, and fundamental and modern portfolio theory analysis.

Jeremy Nadel is a financial advisor at Nadel Private Wealth LLC in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. His prior work includes a year at Ameriprise Financial Services LLC and five years at Delta Agricultural Holdings, as well as running a self business for three years. Nadel Private Wealth serves individual and high-net-worth clients with portfolio management, financial planning, and small-business consulting services. The firm employs a range of investment strategies across multiple asset classes and maintains a small client roster while offering business consulting and bookkeeping support.

Brian Beckman is a financial advisor at Hermosa Wealth Management in Torrance, CA, with five years of industry experience. He has been with Hermosa Inc. since 2020 and has operated Beckman Consulting Inc. since 2010. Hermosa Wealth Management provides discretionary asset management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $24.5 million in client assets and offers goal-driven advisory services that incorporate fundamental and technical analysis, periodic reviews, and rebalancing, along with educational seminars and workshops for the public.

Charles Salembier is a financial advisor at The Sterling Group with 32 years of industry experience. He holds the ChFC® and Series 63 designations and has been with The Sterling Group since 1999, including its wealth management division since 2012. The Sterling Group is a team-based investment advisory firm serving individuals, including high-net-worth clients, as well as trusts, estates, fiduciaries, retirement plans, and business entities. The firm provides discretionary asset management and financial planning services, emphasizing customized asset allocation, diversification, and ongoing portfolio monitoring tailored to each client’s goals and risk tolerance.

David Ono is a CFP® and ChFC® with 13 years of industry experience, currently serving as an advisor at Bates Wealth Management, LLC since 2016. He previously worked at Transamerica Financial Advisors and Modern Capital Advisors, LLC. In addition to his advisory role, he operates as a Life & Health Insurance Agent. Bates Wealth Management offers discretionary asset management, ERISA 3(21) plan advisory services, and hourly financial planning to individual investors and retirement plan sponsors. The firm employs fundamental and technical analysis and incorporates options and derivative strategies, managing accounts on a discretionary basis with tailored investment approaches.

David Adefeso is a financial advisor with The Pacific Group in Los Angeles, holding a Series 66 license and bringing 27 years of industry experience. His prior roles include positions at Axa Advisors, LLC and Pacific Advisory Capital Group, LLC. Outside of advisory work, he is involved in technology development through ownership of Sootchy, Inc. and has appeared as himself on a reality television show. The Pacific Group provides investment advisory services to individual, pension, and corporate clients with a focus on customized portfolio construction using various analytical methods. The firm manages discretionary and non-discretionary portfolios, sponsors a wrap-fee program, and offers access to an automated investing platform while maintaining affiliated insurance and consulting entities.

Gil Pocker is a financial advisor at Scout Wealth Advisors LLC with a Series 65 designation. He has experience working at Scout Financial and GE Matrix. Scout Wealth Advisors serves individuals, trusts, retirement plans, and business clients by providing asset management, financial planning, and retirement plan consulting. The firm employs a tailored, fiduciary approach with long-term positioning and continuous portfolio monitoring, using ETFs, equities, and mutual funds.

Donald Hall is a CFA® charterholder with 15 years of industry experience. He has been with Hall Capital, LLC since 2010 and previously worked at Arcturus Management, LLC. Hall Capital provides discretionary portfolio management and financial planning to individuals, trusts, estates, corporations, endowments, and foundations. The firm manages approximately $164 million through a two-advisor team, employing a fundamental analysis approach that includes the use of leverage, options, and short selling within individualized portfolios.

Jacob Weston is a financial advisor at Aligne Wealth Advisors Investment Management (AWAIM) with eight years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Mass Mutual Investors Services. Aligne Wealth Advisors Investment Management provides discretionary investment management, financial planning, pension consulting, and private fund management to individuals, high-net-worth clients, trusts, business entities, and retirement plans. The firm uses proprietary global macroeconomic forecasts to guide asset allocation and manages a private Global Macro Opportunities Fund.

Anthony Glomski is a financial advisor at AG Asset Advisory, LLC, holding a Series 65 designation with 16 years of industry experience. He has worked at AG Asset Advisory since 2010. In addition to his advisory role, he is an independent insurance agent specializing in life and long-term care insurance. AG Asset Advisory provides discretionary and non-discretionary investment management, wealth advisory consulting, pension consulting, and pooled-investment consulting services to individuals, high-net-worth clients, plans, and trusts. The firm manages approximately $440 million across about 35 client relationships and employs a blend of fundamental, technical, and charting analysis, including the use of derivatives and third-party money managers in client accounts.

Alexander Notaro is a financial advisor at Valley Financial Management, Inc. with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Leumi Investment Services Inc. and Northwestern Mutual Investment Services, LLC. Outside of his advisory role, he is a member of Notaro Holdings LLC, which focuses on investment allocation and plans to eventually acquire real estate. Valley Financial Management, operating through its Valley Digital Investor platform, serves individual and high-net-worth clients via an online system that offers discretionary portfolio management using model ETF portfolios. The firm requires clients to open accounts with Valley National Bank and follows an automated, rules-based investment approach that periodically rebalances six target portfolios based on client profiles and market conditions.

Christopher Matthews is a financial advisor with Blackfield Capital Management LLC in Los Angeles, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked with FNEX Capital LLC and Digital Asset Investment Management, and also provides advisory and consulting services related to private investments and capital structuring through CM Strategic Advisory LLC. His activities include representing FNEX Capital in private placement transactions involving accredited investors. Blackfield Capital Management provides portfolio management primarily to high-net-worth individuals, focusing on individualized Investment Policy Statements and ongoing portfolio monitoring. The firm employs a range of strategies, including trading and options, and facilitates access to private market investments through subscription platforms.

Steven Mansell is a financial advisor at Kodiak Capital Advisors LLC with five years of industry experience. He holds a Series 65 designation and has previously worked for the Los Angeles County Office of Education from 2006 to 2020 before retiring in 2020. Mansell has been with Kodiak Capital Advisors since 2021. Kodiak Capital Advisors LLC is a state-registered investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm uses fundamental analysis and may focus on small- and medium-cap securities, employing various investment strategies including stocks, bonds, ETFs, and options.