Samuel Ford is a financial advisor with Advanced Portfolio Strategies, holding three years of industry experience. He also operates his own solo law practice. Advanced Portfolio Strategies serves individuals, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and pension consulting. The firm employs a diversified, multi-strategy investment approach combining fundamental, quantitative, and technical analysis, and offers additional services including insurance products and access to an online lending platform.

Lindsey Diranian is a financial advisor at Regatta Capital Group, LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at Regatta Capital Group since 2019, following previous roles at Wells Fargo Clearing and Merrill. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as institutional investors. The firm uses a long-term, fundamental-analysis approach to build diversified portfolios and also acts as a private fund sponsor managing over $1.5 billion in assets across multiple offices.

Adam Salas is a CFP®, CFA®, and Series 66-licensed financial advisor at Quantum Financial Advisors, LLC with 14 years of industry experience. He previously worked at Wealth Architects, LLC, YellowBrickRoad Financial Advisors, LLC, Abacus Wealth Partners, and Edward Jones. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process emphasizing mutual funds, ETFs, and separately managed accounts, offering both a Total Market strategy and a Sustainable strategy with environmental considerations.

Glen Michel is a financial advisor with Advanced Portfolio Strategies, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at APS Management Group, Inc. since 2016 and Mass Mutual Life Insurance Company since 2010. He is also involved in the general sales of life, health, disability, and long-term care insurance and annuities. Advanced Portfolio Strategies provides advisory services to individuals, pension and profit-sharing plans, and business entities, employing a diversified, multi-strategy investment approach that includes portfolio management, financial planning, and pension consulting. The firm offers a range of investment instruments and insurance products, operates with written discretionary authority on most accounts, and conducts educational seminars and workshops for clients and the public.

James Monti is a financial advisor at The William Allan Corporation with eight years of industry experience. He has worked at The William Allan Corporation since 2018 and is also employed as a longshoreman by the Pacific Maritime Association. The William Allan Corporation provides investment advisory services to individuals, trusts, non-profits, and corporate accounts, utilizing fundamental analysis and a variety of investment strategies. The firm manages over $200 million in discretionary assets with a small team and incorporates AI tools for operational efficiency while tailoring portfolios to clients’ objectives.

Taylor Heininger is a CFA® charterholder with seven years of industry experience. He has worked at Cloud Capital Management since 2022 and previously spent nine years at Bessemer Trust. He is based in El Segundo, California. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities with discretionary investment management and standalone financial consulting services. The firm employs a team-based approach, using quantitative and qualitative analysis, model-based trading, and may recommend outside managers to construct and monitor portfolios.

Alexandra Long is a financial advisor with Quantum Financial Advisors, LLC in Santa Monica, CA, holding a Series 65 credential and six years of industry experience. She has worked at Quantum Financial Advisors since 2022 and previously at Abacus Wealth Partners from 2017 to 2022. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and other business entities by providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process with strategies that include Total Market and Sustainable approaches, utilizing institutional-class funds, active transparent ETFs, and separately managed accounts.

Riley Van Velthuyzen is a CFP® with four years of industry experience, currently serving as an associate financial planner at Ocean Path Advisors, LLC. Prior to joining Ocean Path Advisors, he worked at Mariner Independent and EP Wealth Advisors, and has experience at KPMG, LLP. Ocean Path Advisors is a small team providing portfolio management to individuals, high-net-worth clients, charitable organizations, and business entities. The firm’s investment approach emphasizes modern portfolio theory with broadly diversified, low-cost indexed investments, supplemented by margin and options strategies in select accounts.

John Bullitt is a CFP® professional with six years of industry experience, currently serving with Validus Capital LLC. He previously held positions at Morgan Stanley and several other firms, with a background that includes both financial advisory and academic roles at USC’s Marshall School of Business. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients, managing approximately $2.54 billion in assets. The firm focuses on customized, primarily long-term portfolios and offers a range of integrated family office services alongside portfolio management.

Craig Gougis is a financial advisor at Penserra Wealth Management with 25 years of industry experience. He holds a Series 66 credential and has worked at firms including National Asset Management, Inc. and Emerson Equity LLC. Gougis is also involved in health insurance sales focused on supplemental policies through Presleyga. Penserra Wealth Management, founded in 2024, provides discretionary portfolio management, non-discretionary pension consulting, and financial planning. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to implement diverse investment strategies across ETFs, mutual funds, options, and certain alternative investments.

Marshall Quan is a financial advisor at Sierra Investment Management, LLC with 25 years of industry experience. He holds a Series 65 designation and has worked at Sierra Investment Management since 1999 and Ocean Park Asset Management since 2007. Sierra Investment Management is a team-based SEC-registered advisor that manages discretionary portfolios and offers limited financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and certain institutional accounts. The firm employs a rules-based, tactical investment approach focused on trend-following and disciplined risk management, utilizing a range of mutual funds and ETFs across multiple program series, with daily program reviews and team-based decision making.

Craig Bailey Jr. is a financial advisor at Granite Investment Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NWQ Investment Management, Mandeville Advisors, and Kotak Mahindra. Outside of his advisory role, Bailey serves as a strategic planning advisor to a pharmaceutical manufacturing startup. Granite Investment Partners provides discretionary investment management services to institutional clients, government entities, pooled vehicles, and high-net-worth individuals. The firm employs a bottom-up research process combining fundamental, technical, and cyclical analysis and actively manages private funds alongside offering sub-advisory and model program services.

Peter Gardiner is a financial advisor with The Investment House LLC in Venice, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with The Investment House LLC since 2012. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled vehicles. The firm uses client-specific investment policies implemented across various strategies, combining fundamental analysis with top-down sector selection and managing registered investment companies, an ETF, and private funds.

Laura Lemoine is a CFP® professional with five years of industry experience. She is currently with Serenus Wealth Advisors, LLC, where she has worked since 2024. Prior to that, she held positions at Camden Capital and The People Concern. Serenus Wealth Advisors serves individual, high-net-worth clients, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm employs a diverse investment process incorporating multiple analysis methods and strategies, managing approximately $1.47 billion in assets across about 141 clients.

Taryn Lee is a CFP® and Series 66-licensed financial advisor at WealthSpring with 21 years of industry experience. She has worked at several firms, including Commonwealth Financial Network and Kms Financial Services, Inc. Lee is also involved in fixed insurance sales conducted at her branch location. WealthSpring Partners serves a diverse client base, including individual investors, pension plans, charitable organizations, and municipal entities, offering investment advisory, financial planning, retirement consulting, and portfolio management. The firm employs a primarily discretionary asset-management approach that incorporates various analytical methods and proprietary model programs, with an emphasis on ongoing financial planning.

Noriko Ikeda is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 66 credentials and 21 years of industry experience. Her prior roles include positions at Raymond James Financial Services and U.S. Bancorp Advisors. She is also affiliated with International Assets Investment Management, LLC. Global Assets Advisory, LLC serves individuals, high-net-worth clients, retirement plans, charities, and businesses by providing investment management, financial planning, and retirement plan advisory services. The firm’s approach involves customized portfolios using mutual funds, ETFs, equities, and fixed income, combining internal management with third-party asset managers.

Kelly Kruzick is a financial advisor with Valley Wealth Strategies, LLC in Santa Monica, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Valley Wealth Strategies and LPL Financial in 2017, Kruzick worked at National Planning Corporation for 19 years. Outside of advising, Kruzick is involved in health and wellness as a meditation teacher and provides paralegal assistance to a law firm. Valley Wealth Strategies advises individuals, families, trusts, small businesses, charitable organizations, and retirement plans with customized investment management and financial planning services. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis and manages approximately $1.2 billion in assets, notably maintaining a large share on a non-discretionary basis while overseeing assets managed by independent managers.

Russtin Siadatian is a financial advisor at Signature Resources Capital Management, LLC with nine years of industry experience. He holds a Series 65 credential and is also a Certified Divorce Financial Analyst, providing specialized divorce planning and analysis. Additionally, he engages in business consulting and insurance sales through his other activities. Signature Resources Capital Management serves individual and high-net-worth clients, trusts and estates, and sponsors employer-sponsored retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing a Global Target Risk strategy focused on diversification and customization of portfolios.

Jeremy Dicker is a financial advisor at One Wealth Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MassMutual Life and Guardian Life Insurance Company. Outside of advisory roles, he owns a consulting business focused on business operations such as payables, receivables, and succession planning. One Wealth Capital Management, LLC is an SEC-registered advisory firm managing approximately $307 million for individual and high-net-worth clients, as well as institutions. The firm employs a macro-environmental approach to tactical asset allocation, combining growth and fixed-income strategies across various investment vehicles, and offers both discretionary and non-discretionary management along with coordinated multi-phase planning services.

Daewoo Lee is a financial advisor at Allmerits Asset, LLC with six years of industry experience and holds the Series 65 credential. He has worked with Allmerits Asset since 2020 and has been involved with affiliated insurance and financial services firms since 2012. Allmerits Asset, LLC provides discretionary portfolio management, retirement plan consulting, and financial consulting to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm employs tactical and strategic asset-allocation approaches and uses multiple third-party platforms while managing a substantial base of retirement-plan assets alongside discretionary client assets.