Mark Tonoff is an advisor with Penmar Wealth Management LLC in Santa Monica, CA, holding Series 63 and Series 65 licenses. He has 18 years of experience through his role as president and insurance agent at Tonoff Financial Services, Inc., and has been with Penmar Wealth Management since 2025. Penmar Wealth Management provides discretionary asset management and financial planning services tailored to client goals, employing a variety of analytical methods and permitting client-imposed investment restrictions. The firm serves a small client base and maintains affiliated insurance businesses alongside its advisory services.

Natalie Fisher is a Series 65 licensed advisor with Keith McBride Financial Services Inc. and has one year of experience in the financial industry. Prior to her current role, she held various positions in education and hospitality. Keith McBride Financial Services Inc. provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm uses a range of investment strategies and builds tailored Investment Policy Statements to align with clients’ goals, risk tolerance, and time horizon.

Andrew Eddy is a CFP® and ChFC® with 11 years of industry experience. He is the principal of Eddy Financial, LLC in Santa Monica, CA, where he has worked since 2017 after three years at Lincoln Investment. Outside of his advisory role, he serves as the volunteer head of his local homeowners association. Eddy Financial serves individual investors, trusts, small businesses, and employer retirement plans with discretionary asset management, financial planning, and retirement plan consulting. The firm constructs individualized portfolios using a range of securities and may incorporate third-party money managers and institutional fund vehicles as part of its investment approach.

Jacob Weston is a financial advisor with Aligne Wealth Advisors Investment Management (AWAIM) in Los Angeles, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial and MassMutual Investors Services. Aligne Wealth Advisors Investment Management offers discretionary investment management, financial planning, pension consulting, and private fund management to individuals, high-net-worth clients, trusts, businesses, 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.

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.

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.

Hui Chiung Tseng is a Series 65-licensed financial advisor at Halcyon Investment Advisor with two years of industry experience. Her career includes five years at JPMorgan Asset Management in Taiwan and roles at CL Securities Taiwan and as a self-employed advisor. She is based in Los Angeles, CA. Halcyon Investment Advisor offers fee-only investment advisory and financial planning services to individuals, families, trusts, and institutional clients, with a focus on diversified global asset allocation and multi-dimensional risk management. The firm is known for its international orientation, performance-based fee arrangements for qualified clients, and its affiliation with Taiwan-based Alpha Helix Asset Management.

David Fleer is a CFA® charterholder with 25 years of industry experience and has been with Bristlecone Value Partners, LLC since 2004. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he owns and operates Clementine Foods, LLC, a restaurant and café in Los Angeles, where he handles bookkeeping. Bristlecone Value Partners advises individuals, families, and institutional clients using discretionary investment supervisory services, sub-advisory arrangements, and separately managed equity accounts focused on a Large Cap Value strategy. The firm also manages a private pooled vehicle, applying value-oriented security selection and fundamental analysis across both large-cap and microcap investments.

Nishan Partamian is a financial advisor with Trinity Asset Management Co. in Los Angeles, CA, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has been with Trinity Asset Management since 2003. Trinity Asset Management provides investment advisory services to individuals, trusts, retirement plans, and business entities, employing a combination of fundamental, technical, quantitative, cyclical, and qualitative analysis. The firm uses a mix of passive long-term allocations, active trading, and rebalancing strategies tailored to client objectives.

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.

Nickolas Waggoner is a financial advisor at The Pacific Group in Los Angeles, CA, with five years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Pacific Advisory Group from 2015 to 2018. Outside of advising, he is involved in a clothing business, 2nd Amendgents, LLC, and works with a financial technology firm, Sootchy, Inc. The Pacific Group provides investment advisory services to individual, pension, and corporate clients, managing approximately $37.6 million. The firm employs various analytical approaches to construct customized portfolios and offers both discretionary and non-discretionary management along with a wrap-fee program.

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.

Ritwik Kumar is a financial advisor at Leyland Cypress, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at DBD Partners and RIGZ. Leyland Cypress, LLC provides investment monitoring and recommendation services primarily to individual clients and other entities, employing a quantitative ETF arbitrage strategy focused on asset allocation. The firm emphasizes daily account monitoring and frequent client reporting through a secure portal and quarterly written updates.

Kevin Ashworth is a CFA® charterholder with 15 years of industry experience. He has been with Delarme Wealth Management, Inc. since 2025 and previously worked at EP Wealth Advisors for 22 years. Delarme Wealth Management provides discretionary and non-discretionary investment management, financial planning, third-party adviser selection, and pension consulting for individuals, business entities, charitable organizations, and retirement plans. The firm’s investment approach emphasizes diversification and modern portfolio theory, utilizing risk-based allocations to no-load mutual funds and ETFs, along with the documented use of derivatives and options strategies in client accounts.

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.

Kenneth Gillespie is a financial advisor at Hermosa Wealth Management with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Hermosa Wealth Management, he worked at Oppenheimer & Co. Inc. and Garv, Inc. He also owns a tax preparation and bookkeeping business, Hermosa Tax Inc. Hermosa Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses fundamental and technical analysis to tailor investment programs based on client goals and risk tolerance and offers educational seminars and workshops to the public.

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.

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.