Stephen Scherer is a financial advisor with Private Financial Counseling in Los Angeles, CA, with 28 years of industry experience. He has been a partner and president of Scherer & Bradford, a law firm, since 1992. Scherer has worked at PFC Capital Group, Inc. since 1981. Private Financial Counseling provides discretionary wealth management and portfolio management primarily to individuals and high-net-worth families, as well as trusts, retirement-plan participants, corporations, and charitable organizations. The firm combines proprietary quantitative selection methods with fundamental and third-party research to manage portfolios over medium- to long-term horizons.

Vick Khoboyan is a financial advisor at Harold Davidson & Associates, Inc. with six years of industry experience. He holds Series 66 and Series 65 credentials and has worked at several firms, including F/M Investment LLC, Gries Financial Partners, Oakhurst Capital Management, and First Western Capital Management. Harold Davidson & Associates provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and businesses. The firm manages approximately $390.5 million across about 237 client relationships and offers individualized advisory services that include fundamental analysis, ongoing portfolio monitoring, and cash management.

Leonid Medved is a financial advisor at Valley Financial Management, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank Leumi USA and Leumi Investment Services Inc. Medved serves on the investment committee of the Gideon Hausner Jewish Day School, where he helps develop and monitor the school's endowment investments. Valley Financial Management operates as Valley Digital Investor and provides discretionary portfolio management through an online platform focused on individual and high-net-worth clients. The firm uses automated model ETF portfolios tailored to client profiles, with ongoing management and rebalancing conducted electronically.

Eric Hatfield is a financial advisor with Hatfield Insurance & Financial Services, Inc. in Burbank, CA, holding the ChFC® designation and Series 66 license, with 23 years of industry experience. He has led his firm since 2014. Outside of his advisory role, he serves as a board member of the Santa Monica/Palisades Masonic Lodge #307 and as board member and chair of the Grand Lodge of California Freemasons Investment Committee. Hatfield Insurance & Financial Services provides investment advisory and planning services to individuals, trusts, and employer retirement plans. The firm primarily offers model allocation portfolios composed of mutual funds, conducts quarterly reviews, and may engage independent money managers, typically operating on a non-discretionary basis while also providing insurance products through its licensed representatives.

Nathaniel Cohen is a financial advisor at Marest Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Marest Capital, he was a student or unemployed for ten years. Marest Capital, LLC advises individual and high-net-worth clients through discretionary portfolio management and referrals to third-party money managers. The firm manages approximately $240 million for 67 clients, employing a combination of asset-allocation, fundamental, qualitative, cyclical, and sector analysis to tailor investment strategies to client objectives and risk tolerance.

Christopher Girbes Pierce is a CFP® with 15 years of industry experience, currently serving as an advisor at Five Oceans Advisors in Santa Monica, CA. His prior roles include positions at Advice Period LLC and Enlightened Wealth Management LLC. Five Oceans Advisors serves individuals, trusts, family entities, charitable organizations, and business clients, focusing on taxable investors and those with complex estate and tax planning needs. The firm emphasizes evidence-based investment strategies, tax efficiency, and integrated wealth advisory services, incorporating active and alternative managers as appropriate.

Cheyun Xia is a financial advisor at Sagewater Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Sagewater, Xia worked at Google Inc for ten years. Sagewater Wealth Management LLC provides discretionary investment management primarily to individuals, high-net-worth clients, retirement accounts, trusts, and small businesses. The firm employs a concentrated, value-oriented investment strategy focused on purchasing high-quality businesses at a discount and holding them long term, and it utilizes options and derivatives for risk management and income generation.

Craig Schauer is a Series 65-licensed advisor with Schauer Investment Management, Inc., where he has worked since 2016. He has nine years of industry experience and over 30 years as a CPA through his accounting practice, Craig Schauer CPA. Outside of financial advising, he is a partner in the Hollywood Rivera Car Wash in Redondo Beach, CA. Schauer Investment Management provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm focuses on fundamental analysis and long-term trading, managing client accounts directly without outsourcing to third-party managers.

Christopher Eichler is a financial advisor with Bainbridge Investment Advisors LLC in Los Angeles, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Bainbridge Investment Advisors and S.L. Reed & Company since 2004. Bainbridge Investment Advisors LLC provides discretionary portfolio management and investment consulting primarily to individuals and trusts, managing approximately $34 million in assets with a focus on domestic large-cap equity portfolios. The firm employs a balance-sheet-focused, value-oriented approach and utilizes selective leverage strategies not commonly used by peers.

Matthew Davis is a CFP® with 14 years of experience and has been with Financial Planning for Generations, Inc. since 2011. He holds a Series 65 license and also works as a Licensed Professional Fiduciary. Financial Planning for Generations, Inc. provides personalized, fee-only financial planning and investment advice to individuals, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using a core-and-satellite approach, focusing on passive index and ETF core holdings combined with selective active funds, and delivers advice through consultations and written evaluations without exercising trading or custody authority.

James Morton is a Series 65-licensed financial advisor at Doheny Asset Management, L.L.C. with five years of industry experience. He was previously a managing member at Maeya Capital, LLC, which is currently being wound down. Doheny Asset Management provides discretionary portfolio management primarily to individual and high-net-worth investors, as well as pension plans, charitable organizations, and private businesses. The firm employs a client-specific investment approach utilizing fundamental, technical, and cyclical analysis across several defined strategies, managing roughly $185 million in assets with a small advisory team.

Alexander Anderson Jr. is a financial advisor at Heyman Wealth Management, LLC, holding a Series 65 designation. He has worked in the industry since 2008, with prior experience at Envision Capital Management for 12 years and independent ticket brokerage for three years. Heyman Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of passive and active strategies guided by modern portfolio theory, employing model portfolios and accommodating client-imposed investment restrictions.

Robert Nii is a financial advisor with Borris Nii & Company in Beverly Hills, CA, holding the PFS™ designation and 18 years of industry experience. He has worked at Greenbrier Diversified, Inc. since 2007 and has been with Borris Nii & Company since 1989. Borris Nii & Company provides business and family wealth management along with investment management services to high-net-worth individuals, trusts, estates, and small businesses, including many clients in the entertainment industry. The firm offers a family office–style service that integrates investment oversight with bookkeeping, tax preparation, insurance claims processing, and audit defense, acting as an outsourced family office and coordinating with third-party providers while maintaining discretionary trading authority for managed accounts.

Ryan Humbert is a CFP® with 12 years of industry experience, currently serving as an advisor at Prism Advisors, Inc. He previously worked at Personal Resources Investment and Strategic Management, Inc. from 2018 to the present and at TDAmeritrade, Inc. from 2015 to 2018. Ryan holds the Series 66 and Series 65 licenses. Prism Advisors provides investment advisory and planning services to individuals, including high-net-worth clients, trusts, employer retirement plans, and business entities. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, using a mix of fundamental, qualitative, and sector analysis alongside multi-asset allocation strategies and various trading approaches.

Michael Anderson is an advisor at The L. Warner Companies, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with Four Points Capital Partners LLC, Niagara International Capital Limited, and Finestone Partners. Outside of his advisory role, he serves on the boards of the Exceptional Children's Foundation and the Small Business Council of America and is a director of the internet radio network PodClips.IO. The L. Warner Companies, Inc. provides discretionary investment management and financial planning primarily to high-net-worth individuals, trusts, estates, and pension plans, along with consulting and administration services for corporations and non-profits. The firm employs a fundamental analysis-driven investment process with diversified portfolios and integrates third-party platforms and fiduciary services.

Edlyn Ruiz is a financial advisor at L & S Advisors, Inc. with a Series 65 designation and nine years of prior experience at JP Morgan Asset Management. She has been with L & S Advisors since 2025. L & S Advisors serves individuals—including high-net-worth clients—trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach that includes a variety of strategies, active derivatives use, and management of wrap and held-away program accounts.

Marc Rosenbach is a financial advisor with Seneca Private Wealth, LLC, holding Series 63 and Series 66 licenses and 37 years of industry experience. Before joining Seneca Private Wealth in 2025, he worked at Atlas Legacy Advisors LLC and Wells Fargo Clearing. Seneca Private Wealth, LLC offers investment and wealth management, financial planning, and retirement plan services to individuals, families, trusts, institutions, and corporations. The firm provides customized, risk-adjusted, tax-aware asset allocations that combine active and passive strategies, and it also facilitates estate-planning and Section 1031 exchanges for a typically higher-minimum client base.

Jeffry Niedermeyer is a financial advisor at RVW Wealth LLC in Los Angeles, CA, with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bridge Advisory, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and City National Rochdale. RVW Wealth provides discretionary investment management to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a fundamental research approach, focusing on ETFs and mutual funds for equities and corporate and municipal bonds for fixed income, and conducts ongoing portfolio supervision through a team-based model.

Zachary Schneider is a Series 65-licensed financial advisor with three years of industry experience. He is affiliated with IDB Lido Wealth, LLC and Lido Advisors, LLC, having worked in related financial services roles since 2012, including a decade at 1st Fidelity Loan Servicing. IDB Lido Wealth, LLC is a SEC-registered adviser jointly owned by Lido Advisors and Israel Discount Bank of New York, providing investment management, financial planning, and family office services to a range of clients including high-net-worth individuals, family offices, and institutional entities. The firm employs a multi-asset, integrated wealth management approach and operates with a significant affiliate network and sub-advisory relationships.

David Lauritzen is a financial advisor with Confidence Wealth Management, Inc. in Van Nuys, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior work includes roles at NY Life Securities LLC, New York Life, Fidelity Investments, and Fidelity Personal and Workplace Advisors. Outside of finance, he is a partner in a children’s entertainment and birthday party planning business. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm manages approximately $344 million in discretionary assets and offers portfolio management, financial planning, and retirement plan consulting with a generally long-term, buy-and-hold investment approach that includes ETF/ETP-based strategies for diversification and downside protection.