David Ono is a CFP® and ChFC® with 13 years of industry experience, currently serving as an advisor at Bates Wealth Management, LLC since 2016. He previously worked at Transamerica Financial Advisors and Modern Capital Advisors, LLC. In addition to his advisory role, he operates as a Life & Health Insurance Agent. Bates Wealth Management offers discretionary asset management, ERISA 3(21) plan advisory services, and hourly financial planning to individual investors and retirement plan sponsors. The firm employs fundamental and technical analysis and incorporates options and derivative strategies, managing accounts on a discretionary basis with tailored investment approaches.

David Adefeso is a financial advisor with The Pacific Group in Los Angeles, holding a Series 66 license and bringing 27 years of industry experience. His prior roles include positions at Axa Advisors, LLC and Pacific Advisory Capital Group, LLC. Outside of advisory work, he is involved in technology development through ownership of Sootchy, Inc. and has appeared as himself on a reality television show. The Pacific Group provides investment advisory services to individual, pension, and corporate clients with a focus on customized portfolio construction using various analytical methods. The firm manages discretionary and non-discretionary portfolios, sponsors a wrap-fee program, and offers access to an automated investing platform while maintaining affiliated insurance and consulting entities.

Jeffrey Weston is a financial advisor at Tortuga Wealth Management with 13 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He serves on the board of the Kaena Foundation, a nonprofit organization. Tortuga Wealth Management advises individuals and high-net-worth clients, providing financial planning, consulting, and discretionary portfolio management. The firm manages approximately $223 million in discretionary assets and utilizes a range of investment strategies through LPL Financial–sponsored programs and its own wrap fee offerings.

Mark Tonoff is a financial advisor with Penmar Wealth Management LLC in Santa Monica, CA. He holds Series 63 and Series 65 licenses and has been active in the financial services industry since 2008 through Tonoff Financial Services, Inc., where he serves as president and insurance agent. He has been with Penmar Wealth Management since 2025. Penmar Wealth Management provides discretionary asset management and financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and Modern Portfolio Theory analyses to develop tailored investment strategies and offers ongoing portfolio monitoring and consulting.

Andrew Eddy is a CFP® and ChFC® with 12 years of industry experience. He has been with Eddy Financial, LLC since 2017 and previously worked at Lincoln Investment for three years. Outside of his advisory work, he volunteers as the Head of his local Homeowners Association. Eddy Financial, LLC provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and business clients. The firm offers customized portfolios and comprehensive advisory services, including referrals to third-party managers and insurance products.

Jacob Weston is a financial advisor at Aligne Wealth Advisors Investment Management (AWAIM) with eight years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Mass Mutual Investors Services. Aligne Wealth Advisors Investment Management provides discretionary investment management, financial planning, pension consulting, and private fund management to individuals, high-net-worth clients, trusts, business entities, and retirement plans. The firm uses proprietary global macroeconomic forecasts to guide asset allocation and manages a private Global Macro Opportunities Fund.

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.

Alexander Notaro is a financial advisor at Valley Financial Management, Inc. with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Leumi Investment Services Inc. and Northwestern Mutual Investment Services, LLC. Outside of his advisory role, he is a member of Notaro Holdings LLC, which focuses on investment allocation and plans to eventually acquire real estate. Valley Financial Management, operating through its Valley Digital Investor platform, serves individual and high-net-worth clients via an online system that offers discretionary portfolio management using model ETF portfolios. The firm requires clients to open accounts with Valley National Bank and follows an automated, rules-based investment approach that periodically rebalances six target portfolios based on client profiles and market conditions.

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.

Steven Mansell is a financial advisor at Kodiak Capital Advisors LLC with five years of industry experience. He holds a Series 65 designation and has previously worked for the Los Angeles County Office of Education from 2006 to 2020 before retiring in 2020. Mansell has been with Kodiak Capital Advisors since 2021. Kodiak Capital Advisors LLC is a state-registered investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm uses fundamental analysis and may focus on small- and medium-cap securities, employing various investment strategies including stocks, bonds, ETFs, and options.

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 26 years of industry experience. He has been with Bristlecone Value Partners, LLC since 2004 and previously worked at Oppenheimer and CIBC World Markets Corp. Outside of finance, he owns a restaurant and café in Los Angeles, where he handles bookkeeping duties. Bristlecone Value Partners, LLC provides discretionary investment advisory and asset management services to individuals, families, high-net-worth clients, trusts, charitable organizations, and institutions. The firm mainly employs value-oriented equity strategies with a focus on microcap companies and manages both separately managed accounts and a private pooled microcap fund using fundamental analysis and intrinsic-value estimates.

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.

Geoffrey Grimsdale is a financial advisor at Nadel Private Wealth LLC in Los Angeles, CA, holding a Series 66 designation with two years of industry experience. He has previously worked with firms such as Encompass More Asset Management, Ameriprise Financial Services, and Cetera Advisors. He is also the president and owner of Grimsdale Financial Solutions, a tax preparation and accounting business serving individuals and small business owners. Nadel Private Wealth serves individual and high-net-worth clients with portfolio management, financial planning, and small-business consulting services. The firm employs a range of investment strategies and maintains a very small client roster while offering additional business support uncommon for firms of its size.

Timothy Streufert is a financial advisor at Private Financial Counseling in Los Angeles, CA, with eight years of industry experience. He holds a Series 65 designation and has worked previously at NinePointTwo Capital LLC and Ares Management. He is also the founder and principal of NinePointTwo Capital, where he serves as Chief Compliance Officer. Private Financial Counseling provides wealth management and investment advisory services to individuals, families, trusts, corporations, retirement plans, and charitable organizations. The firm uses a multi-year economic cycle framework combined with in-house research to construct diversified portfolios across various asset classes, including equities, fixed income, and alternatives.

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.