Handong Yu is a financial advisor at Dew Point Capital with one year of industry experience. He holds a Series 65 designation and has worked at Dew Point Capital since 2024. Prior to this, he held various roles including positions at StockSwap and the JACCK Foundation for the Arts. Dew Point Capital provides fee-based discretionary portfolio management and financial planning services to individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities. The firm uses a custom, strategic allocation approach emphasizing long-term purchase strategies with flexibility for short-term trades under certain market conditions.

Gayatri Vyas is a financial advisor at Sierra Investment Management, LLC with 24 years of industry experience. She holds the Series 66 designation and has worked at Northern Lights Distributors, LLC, Ocean Park Asset Management, LLC, and Sierra Investment Management, Inc. since 2013. Sierra Investment Management, LLC is an SEC-registered advisory firm that manages discretionary portfolios for individuals, trusts, estates, pension and profit-sharing plans, and certain institutional arrangements. The firm employs a rules-based, tactical investment process focused on quantitative trend-following and daily portfolio reviews, primarily implementing portfolios through mutual funds and cash equivalents.

Timothy Day is a financial advisor at Evolve Private Wealth, LLC with four years of industry experience. He holds the Series 66 designation and has worked at IEQ Capital, LLC, RBC Capital Markets, and Charles Schwab. Prior to his career in finance, he was employed in the restaurant industry and at California State Polytechnic University, Pomona. Evolve Private Wealth, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets and employs a fundamental, long-term investment approach that includes diversified portfolios of low-cost mutual funds, ETFs, individual equities, bonds, and alternative investments.

Martin Irani is a financial advisor at Cheviot Value Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hancock Management Partners for 25 years. Outside of advisory work, he is the owner of Touchdown Capital, LLC, a real estate investment business. Cheviot Value Management provides discretionary investment management and advisory services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm follows a value-oriented investment approach with fundamental analysis and diversification, offering additional services such as financial planning, budget coaching, and access to an insurer-consultation platform.

Francois Schramek is a CFA® charterholder with 10 years of industry experience, currently serving at Manhattan West Asset Management, LLC. His prior roles include positions at JPMorgan Private Bank, DropTerra Limited, and Pathstone Federal Street. He holds Series 65 and Series 63 licenses. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, and endowments, offering discretionary portfolio management, financial planning, and a Digital Asset Advisory Program. The firm employs a fiduciary, client-tailored approach combining fundamental, quantitative, and technical analysis, managing over $1 billion in discretionary assets across traditional and alternative investment strategies.

Rem Oculee is a financial advisor at Confidence Wealth Management, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has served as CEO of multiple companies, including 3rd Delta, Inc., a marketing operations firm, Exit Mindset, LLC, which focuses on authorship of business growth strategies, and 9Q Ventures, LLC, a venture capital company. He also oversees insurance agencies affiliated with his firm. Confidence Wealth Management, Inc. manages approximately $454 million for individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities through a team of nine advisors. The firm employs proprietary model portfolios combined with third-party managers to implement diverse investment strategies, emphasizing risk management and diversification.

Roque Wicker is the sole advisor at Westside Financial Advisors LLC in Los Angeles, California, with two years of industry experience. He is also the President and CEO of CT Watch Inc., a defense contractor he has led since 2008. Westside Financial Advisors LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, including high net worth clients, as well as corporations and businesses. The firm employs a primarily passive, asset-class-based investment approach supplemented by fundamental and technical analysis, and may use sub-advisory services to implement client portfolios.

Kristina Zimmerman is a financial advisor at Lazari Capital Management, Inc. with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Lyndhurst Securities, Kovack Securities, and LPL Financial. Outside of her advisory role, she is president of Glasswing Consulting, Inc., a company providing business, operational, and compliance support to broker/dealers, RIAs, and fund companies. Lazari Capital Management offers portfolio management, financial and estate planning, and pension consulting to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and a private fund. The firm employs a diverse investment approach that includes fundamental, technical, cyclical, and quantitative analysis and manages accounts with regular monitoring and reviews.

Gregory Kushner is a financial advisor at IDB Lido Wealth, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at multiple related firms, including Lido Advisors and Oakhurst Advisors. Outside of his advisory roles, he is the founder and president of Lido Consulting Group, LLC, which provides consulting and educational services to family offices. IDB Lido Wealth, LLC serves high-net-worth individuals, family offices, pensions, and other institutional clients with an integrated wealth management approach that includes multi-asset allocations and utilizes affiliated sub-advisers. The firm is jointly owned by Lido Advisors and Israel Discount Bank of New York and offers discretionary investment management as well as financial planning and fiduciary services.

Kelly Sueoka is a financial advisor with RVW Wealth LLC in Los Angeles, CA. He holds Series 65 and Series 66 licenses and has eight years of industry experience. His work history includes roles at RVW Investing, LLC and as a self-employed advisor. RVW Wealth LLC provides discretionary investment management, financial planning, and related advisory services to a diverse client base, including individuals, trusts, estates, and business entities. The firm employs a fundamental research approach and typically allocates portfolios between ETFs, mutual funds, and fixed-income securities, offering continuous supervision and additional services such as educational seminars and a subscription newsletter.

Diane Vanaman is a financial advisor at Prism Advisors, Inc. with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Personal Resources Investment & Strategic Management, Inc. since 2017 and Wells Fargo Advisors from 2003 to 2017. Outside of her advisory role, she serves as a notary public in California. Prism Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting through a wrap fee program that incorporates a range of investment strategies and multi-asset allocation.

Lucas Franco is a financial advisor with Oder Investment Management, LLC, holding 23 years of industry experience. He has been with Oder Investment Management since 2002, including its prior iteration as Oder & Stewart Investment Management, and also has a role at Whitetail Properties. Outside of finance, he is involved in wine production and sales through his operations role at Gogi Wines, Inc. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors with discretionary investment management, financial planning, and retirement-plan consulting. The firm applies Modern Portfolio Theory with a combination of active and passive management and global diversification, managing approximately $366.7 million across about 180 clients with a four-person advisory team.

Craig Thomas is a financial advisor at IFC Advisors LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC, and was a self-employed securities trader for ten years. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies and manages special purpose vehicles and private fund vehicles through an affiliated entity.

Millu Ramirez is a CFP® professional at Highline Wealth Partners with 13 years of industry experience. She has previously worked at UWM Insurance Services, Urban Wealth Management, and Steel Peak Wealth Management. Ramirez is also licensed as a California insurance agent and offers fixed insurance products to clients. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities with investment management, financial planning, family office services, and corporate retirement plan consulting. The firm uses a centralized Investment Committee to manage portfolios and provides educational workshops and comprehensive support services.

Javier Orozco is a financial advisor with Tamar Securities, LLC, holding Series 63 and Series 66 credentials and over 30 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Morgan Stanley, TD Ameritrade, and Scottrade, among others. Tamar Securities, LLC advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector and quantitative analysis alongside bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Samuel Landman is a financial advisor at Westside Financial Advisors LLC with experience spanning several roles in financial services and real estate since 2015. His background includes positions at Concord Companies, Wealthstone, and Global Integrity Realty Group. Outside of advisory work, he is involved in capital raising and real estate syndication. Westside Financial Advisors LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, including high net worth clients, as well as corporations and businesses. The firm employs a primarily passive, asset-class-based investment approach and integrates fundamental and technical analysis, occasionally utilizing third-party sub-advisors.

Yehoshua Wyne is a financial advisor at RVW Wealth LLC with four years of industry experience. He holds a Series 65 designation and has worked at RVW Wealth since 2022. Outside of his advisory role, he is affiliated with Young Israel Aish of Las Vegas. RVW Wealth LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental research approach with portfolios typically allocated between equity ETFs and mutual funds, as well as fixed-income securities.

Chelsea Traub is a financial advisor at Evolve Private Wealth, LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at Seia LLC, OSAIC, RBC Capital Markets, J.P. Morgan Securities, and JPMorgan Private Bank. Outside of her advisory role, she has been involved as a client service associate at Seia LLC. Evolve Private Wealth serves individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets across 679 clients and emphasizes a long-term investment approach using diversified portfolios of mutual funds, ETFs, equities, bonds, and alternative investments, supplemented by AI decision-support tools.

Erik Ridgley is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He has been with Salem Partners Wealth Management, LLC since 2018 and previously worked at Citigroup Global Markets Inc. for 11 years. Salem Partners Wealth Management provides discretionary investment supervisory and portfolio management services to high-net-worth individuals, families, trusts, and other entities. The firm manages approximately $413 million, focusing on sizable accounts with customized, diversified portfolios and a disciplined investment process that includes fundamental valuation and risk monitoring.

Eric Zurbrugg is a CFP® with 21 years of industry experience, currently serving as an advisor at IFC Advisors LLC since 2024. He previously worked at Wells Fargo Bank and Wells Fargo Clearing Services, LLC from 2004 to 2024. Outside of his advisory role, Zurbrugg is a team manager for a local soccer club. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies and is notable for operating special purpose vehicles and private fund vehicles.