Kenneth Lee is a CFP®-certified financial advisor with 30 years of industry experience, currently serving at CLG LLC. His career includes roles at Purshe Kaplan Sterling Investment and Cetera, among others. Outside of advisory work, he is a partner in a family-owned real estate business, where he assists with property management. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering comprehensive asset management, financial planning, and retirement plan consulting. The firm employs a variety of analytical methods and investment strategies, including the use of sub-advisors, derivatives, and digital assets, providing both discretionary and non-discretionary portfolio management.

Robert Sowder is a financial advisor with CLG LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investment, Cetera Advisor Networks, LPL Financial, and H&R Block. Outside of his advisory work, he owns R.H. Sowder Enterprises, an S-Corporation structured for liability and tax purposes. CLG LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities by offering asset management, financial planning, retirement plan consulting, and related advisory services. The firm uses a range of analytical methods and investment strategies, including discretionary and non-discretionary management, third-party sub-advisors, and derivative instruments, distinguishing itself with a diversified operational and product approach.

Alexander Dardick is a financial advisor at JRS Investments and Wealth Preservation, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Trilogy Capital, Hightower Advisors, and National Planning Corporation. Outside of his advisory role, he is involved as a Student Success Team Leader at Tutorly, an online tutoring company focused on customized learning for K-12 students. JRS Investments and Wealth Preservation, LLC provides discretionary portfolio management to individuals, trusts, and small businesses, employing a fundamental investment approach that incorporates macroeconomic review to create customized portfolios based on clients’ goals, time horizons, and risk tolerance.

Christopher Packard is a financial advisor at Womack Wealth Management, Inc. in Manhattan Beach, CA, with 19 years of industry experience. He has held positions at Morgan Stanley and Morgan Stanley Private Bank prior to joining Womack Wealth Management in 2017. He holds Series 63 and Series 66 licenses. Womack Wealth Management provides investment management, financial planning, wealth-planning, and institutional consulting to individuals, high-net-worth families, retirement plans, trusts, foundations, and business entities. The firm’s investment approach is based on Modern Portfolio Theory and the Efficient Markets Hypothesis, utilizing strategic asset allocation across various asset classes and offering family-office style wealth management and outsourced services to other advisors.

Erin Nelsen is a CFP® and Series 65-licensed financial advisor with 17 years of industry experience. She has been with Asset Planning, Inc. since 2007. Asset Planning, Inc. provides personal financial planning and investment management to individuals, families, trusts, estates, and family businesses. The firm uses a strategic asset allocation approach combining passive index/ETF exposure with selected active funds, dividend-paying equities, and individual bonds, tailoring portfolios on a client-by-client basis.

Robert Jeppson is a financial advisor at Jeppson Wealth Management, LLC in Manhattan Beach, CA, holding Series 65 and Series 66 licenses with nine years of industry experience. His career includes previous roles at Citigroup Global Markets and ongoing business activities as an attorney and real estate broker. Jeppson Wealth Management, LLC provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities, tailoring portfolios to client objectives and employing both fundamental and technical security analysis. The firm offers a wrap fee program and works with independent managers while maintaining a platform relationship with tru Independence and custody through Schwab.

Sylvia Salguero is a financial advisor with Albitz/Miloe and Associates, Inc., holding a Series 66 credential and bringing 22 years of industry experience. She has worked at Cetera and its affiliated entities since 2001, alongside her longstanding role at Albitz/Miloe and Associates. Albitz/Miloe and Associates is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as trusts, charities, and corporate plans. The firm manages approximately $821 million in assets across 657 client relationships, offering discretionary managed accounts, variable-annuity allocation services, and quarterly advisory reporting tailored to client objectives and risk tolerances.

Connor Campbell is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at PKS Investments and Cetera, with a seven-year tenure at CETERA Advisor Networks LLC. He serves as a board member of the 5 Ryan Foundation, a nonprofit organization focused on financial assistance and fundraising. CLG LLC works with individual and high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and investment strategies, including use of derivatives and third-party sub-advisors, and provides both discretionary and non-discretionary portfolio management.

John Sullivan is a financial advisor at Curated Wealth Partners, LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Curated Wealth Partners since 2023, following previous roles at Asana Partners, Thompson Research Group, and Merrill. Curated Wealth Partners serves ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and special purpose vehicles 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 both on discretionary and non-discretionary terms.

Zachary Ostrow is a financial advisor at Validus Capital LLC in El Segundo, CA, holding a Series 65 designation. He joined Validus Capital in 2025 and has prior experience at KPMG and Kom Ferry. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services primarily to high-net-worth and ultra-high-net-worth clients. The firm offers customized, long-term portfolio construction and serves as an investment adviser to pooled investment vehicles with approximately $2.54 billion in assets under management as of December 31, 2025.

Evan Danu is a financial advisor at Validus Capital LLC holding a Series 66 designation with one year of industry experience. Prior to joining Validus Capital, he worked at UBS Financial Services Inc and Lockheed Martin. He is also a student worker under a federal work-study program at the University of Southern California. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm offers customized, primarily long-term portfolios using a range of investment vehicles and provides ongoing portfolio supervision and integrated family office services.

Elizabeth Mcelravey is a CFP® professional with 33 years of experience in the financial services industry. She is currently with CLG LLC and has held positions at Purshe Kaplan Sterling Investments and Cetera, among others. In addition to her advisory work, she owns McElravey Financial Planning, which focuses on expense management services. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement consulting. The firm employs a variety of analytical methods and investment strategies, utilizing third-party sub-advisors and derivative instruments to manage portfolios with both discretionary and non-discretionary approaches.

Michael Villarica is a financial advisor with Arrowroot Family Office, LLC, holding a Series 65 designation and five years of industry experience. He has been with Arrowroot Family Office since 2021 and previously worked at Arrowroot Tax & Business Management and Three18, Inc. He is based in Marina Del Rey, CA. Arrowroot Family Office provides advisory services to individuals, families, pension and profit-sharing plans, trusts, estates, corporations, charitable organizations, and pooled private investment vehicles. The firm emphasizes asset allocation using quantitative analytics and manages portfolios primarily composed of ETFs and mutual funds, with selective use of individual securities and fixed income.

Deron Dong is a CFP® professional with 10 years of experience in the financial services industry. He currently works at Hippocratic Financial Advisors and has previously been associated with Rivetti Financial Group, LLC, and Rivetti Investment Services, LLC. Dong also offers fixed insurance products, including life, health, disability, and long-term care, through his own DBA, DSQ Advisors. Hippocratic Financial Advisors serves individual and high-net-worth clients with investment management, financial planning, and educational seminars, recently expanding to include student-loan analysis and management. The firm employs a Modern Portfolio Theory-based investment approach focused on diversified, low-cost funds and tailored client portfolios, operating multiple offices and managing several hundred accounts.

Andrew Boughan is a financial advisor at Fort Point Capital Partners LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Goldman, Sachs & Co, American Century Investment Services, MassMutual, and Camden Capital LLC. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices through discretionary separately managed accounts and private pooled vehicles. The firm focuses on risk management with global diversification, active oversight, cost control, and tax-aware strategies including systematic tax-loss harvesting.

Travis Henry is a financial advisor with Factory Capital LLC in Los Angeles, CA, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Cresset Asset Management, True Capital Management, and Morgan Stanley. Factory Capital LLC provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and OCIO-style investment management to institutional and other clients. The firm emphasizes portfolio construction through allocations to third-party managers and outsourced solutions, employing both active and passive strategies across a range of asset classes.

Melissa Godinez is a financial advisor at KTF Investments, LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for UBS Financial Services Inc. for 15 years. Outside of advising, she serves as a notary public. KTF Investments advises individuals, including high-net-worth clients, and retirement plans, offering financial planning and both discretionary and non-discretionary portfolio management primarily through a wrap fee program. The firm customizes asset allocations and investment strategies to client objectives and manages approximately $700 million in client assets with a team of four advisors.

Richard Moran is a CFP® with 57 years of industry experience, currently serving at CLG LLC. His career includes roles at Purshe Kaplan Sterling Investments and Cetera, and he has maintained an independent practice since 1974. CLG, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and insurance solutions. The firm utilizes a variety of analytical methods and manages portfolios through discretionary and non-discretionary strategies, integrating derivatives and third-party platforms.

Cole Kahrilas is a financial advisor with GT Investment Management, LLC in Los Angeles, CA. He holds a Series 65 designation and has experience working with the Kahrilas Group since 2019, following a prior role at Eisner Law. GT Investment Management provides investment advice and financial planning primarily to high-net-worth individuals. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and non-investment services such as tax preparation and small-business planning, employing a tailored approach to client objectives and risk tolerance.

Terri Hughes is a financial advisor with CRUX Wealth Advisors in Long Beach, CA, holding a Series 66 designation and 20 years of industry experience. She has worked at Raymond James Financial Services and Arete Wealth Management before joining CRUX Wealth Advisors. Outside of her advisory duties, Terri is a paid notary public. CRUX Wealth Advisors offers investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using various analytical methods, generally managing client accounts on a discretionary basis with regular monitoring.