Ivan Illan is a financial advisor at Aligne Wealth Advisors Investment Management (AWAIM) in Los Angeles, CA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC, MML Investors Services, and Mass Mutual Financial. Illan is also a licensed insurance agent selling long-term care, disability, life, fixed annuities, and health insurance products. 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 discretionary investment management through four model portfolios, guided by proprietary global macroeconomic research, and emphasizes a long-term investment approach.

Scott Colton is a CFP® professional with 25 years of experience in the financial services industry. He has been with Colton Wealth Management since 2009 and previously worked at LHMP Financial & Insurance Services and National Planning Corporation. Colton Wealth Management offers personalized financial planning, investment management, and consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm integrates tax services with its advisory work and focuses on a long-term, strategic asset allocation approach using no-load institutional-class mutual funds, ETFs, and fixed-income securities.

Stephanie Bucko is a CFA® charterholder with nine years of industry experience. She is currently a financial advisor at Mana Financial Life Design in Glendale, CA, where she has worked since 2018. Bucko also serves as Chief Information Officer and Manager of Mana Management Partners, overseeing the distribution of financial education programs through the Mana Money School. Mana Financial Life Design serves individual and high-net-worth clients as well as employer plan sponsors, offering financial life planning, discretionary investment management, employee benefit plan advisory, estate planning support, and project consulting. The firm employs a goals-based investment approach that combines long-term perspectives with active tax management and selective use of leverage and derivatives, alongside client education and engagement initiatives.

Alex Lanzkowsky is a financial advisor at Davidson Kahn Capital Management, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management and Las Vegas Sands Corporation. Outside of his advisory role, he serves as CFO of Centennial Medical Group in Las Vegas, NV. Davidson Kahn Capital Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as corporate and foundation clients. The firm employs a combination of fundamental and quantitative analysis with a long-term investment orientation and manages client assets in-house.

Ling Lu is a financial advisor at IFMGroup with 20 years of industry experience. He holds a Series 66 designation and has been with Investment & Financial Management Group since 2006. Outside of his advisory role, Ling Lu serves as president of a life insurance agency in Monrovia, CA. IFMGroup provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation approach combining passive index funds and ETFs with selective active funds and manages roughly $4 million in assets across seven client accounts.

Sam Namiri is a financial advisor at Ridgewood Investments with seven years of industry experience. He holds a Series 65 designation and has worked at Ridgewood Investments since 2018, following five years at Grand Slam Asset Management and a brief period as self-employed. Ridgewood Investments provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, foundations, pension plans, and business entities. The firm employs fundamental analysis and model-level portfolio construction with a long-term investment horizon, offering both traditional and private pooled investment vehicles.

Devin Weinstein is a CFA® charterholder with five years of industry experience. He is currently a financial advisor at Coast Bridge Capital and has previously worked at Raymond James & Associates, Chandler Asset Management, and Ford Equity Research. 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, family offices, institutional clients, and other registered investment adviser firms, utilizing a fundamental analysis and tactical asset allocation approach.

Jens Spitta is a financial advisor at QCA Capital Management Inc in Los Angeles, CA, with 55 years of industry experience. He has been with Quincy Cass Associates, Incorporated since 1970. QCA Capital Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an actively managed, generally long-term investment approach with tailored portfolios constructed from a range of securities and alternative vehicles.

Jacques Soenens is a financial advisor with Great Gable Wealth Management, LLC, holding a Series 65 designation and 23 years of industry experience. He has served as Managing Partner and Chief Investment Officer at Great Gable Partners, LP since 2004, where he leads the firm's alternative investment strategy. Great Gable Advisors provides discretionary portfolio management and integrated financial planning to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm manages balanced portfolios focused on capital appreciation through equity and fixed-income investments, emphasizing equity selection based on free cash flow analysis, value metrics, and competitive advantage assessments.

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 63 and Series 65 credentials and 15 years of industry experience. He has worked at Avina Financial Group since 2019 and previously at Sagepoint Financial, WiseWealth Financial Advisors, and WiseWealth Insurance and Financial Services. In addition to his advisory role, he operates as a sole proprietor insurance agent. Avina Financial Group serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses by providing financial planning, portfolio management, and retirement plan consulting. The firm offers a wrap fee program and integrates retirement plan fiduciary services and participant education into its investment approach.

Azelia Betancourt is a financial advisor at Galliott Capital Advisors, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2016 to 2020. Betancourt is also affiliated with Insigneo Advisory Services, where she engages in portfolio creation and asset allocation. Galliott Capital Advisors is a family-office and investment advisory boutique serving high- and ultra-high-net-worth individuals, families, businesses, institutional clients, and retirement plan sponsors. The firm offers asset and portfolio management, financial planning, multi-family office services, and consulting, using a range of investment types including equities, fixed income, ETFs, options, and alternatives.

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 with 41 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC and MML Investors Services, Inc. He is also a licensed insurance agent specializing in non-variable insurance products such as life, disability, and long-term care insurance. Aligne Wealth Advisors Investment Management manages approximately $224 million for about 200 clients, including individuals, trusts, business entities, and charitable organizations. The firm employs a discretionary investment approach based on proprietary global macroeconomic research and offers financial planning and pension consulting services.

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.

Gray Von Adelung is a financial advisor at von Adelung Wealth Management with 39 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial, Western International Securities, Inc., and Financial West Group. He has managed von Adelung Wealth Management since 2005. Von Adelung Wealth Management is a state-registered investment adviser serving individuals, pension and profit-sharing plans, and corporate clients. The firm employs a combination of fundamental, technical, cyclical, and qualitative analysis alongside asset allocation and trading strategies to develop individualized portfolios.

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.