Thomas Crecelius is a financial advisor at Joel R. Mogy Investment Counsel Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Joel R. Mogy Investment Counsel since 2019, following five years at Capital Group Companies. Joel R. Mogy Investment Counsel provides discretionary investment counseling and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm emphasizes client-oriented, long-term portfolio management based on fundamental analysis and a global perspective, focusing on cost-conscious, tax-aware strategies primarily involving equities and investment-grade bonds.

Angelica Spielman is a financial advisor at Manhattan West Asset Management, LLC with 10 years of industry experience. She holds the Series 65 and Series 63 designations. Angelica’s work history includes roles at Finalis Securities LLC and Fora Travel, alongside a long-term advisory position at Manhattan West Asset Management. She is also involved with the San Diego Jewish Academy. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, and endowments. The firm employs a fiduciary, client-tailored approach combining fundamental, quantitative, and technical analysis across traditional and alternative investment strategies, managing over $1 billion in discretionary assets.

Emily Logan is a CFP® and Series 66-registered financial advisor with 15 years of industry experience. She is affiliated with California Capital Management and Purshe Kaplan Sterling Investments. Outside of her advisory roles, she serves as successor trustee for a family trust. California Capital Management provides investment advisory services to individuals, trusts, pension plans, and corporate entities. The firm offers customized portfolio management through a wrap fee program and retirement plan consulting, managing approximately $358 million in discretionary assets for a client base of several hundred accounts.

Hagop Karadanaian is a financial advisor at Lazari Capital Management, Inc. with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Western Alliance Bank and Vanderbilt Financial Group. Lazari Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and an affiliated private fund. The firm employs a range of investment strategies, including fundamental, technical, cyclical, and quantitative analysis, and offers services such as portfolio management, estate and retirement planning, and pension consulting.

Kyle Fulton is a financial advisor at Seneca Private Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at LPL Financial and Finwell. Outside of advising, he is employed as a staff accountant and head of a data entry department at Fulton Management. Seneca Private Wealth, LLC provides investment and wealth management services along with financial planning to individuals, high-net-worth clients, and institutional entities. The firm emphasizes a risk-adjusted, tax-efficient investment approach combining active and passive strategies, with particular focus on retirement plan consulting and managing independent managers on behalf of clients.

Jason Lane is a financial advisor at Vance Wealth with eight years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Raymond James Financial Services and Clear Structure Financial Technology. Vance Wealth is a multi-advisor SEC-registered firm managing approximately $736 million in assets, serving individuals, trusts, businesses, retirement plans, and charitable organizations. The firm employs a primarily long-term investment approach focused on fundamental analysis, using ETFs, mutual funds, individual securities, and independent managers, while providing a range of wealth management, financial planning, and business consulting services.

Hank Krakover is a financial advisor at Evolve Private Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Sanctuary Advisors. He is also a licensed insurance agent involved with Evolve Wealth Insurance LLC and serves as managing member of Krakover Wealth, LLC, a holding company with ownership interest in Evolve Private Wealth. Evolve Private Wealth provides wealth management and financial planning services to 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 long-term investment approach using a diversified mix of low-cost mutual funds, ETFs, equities, bonds, alternative investments, and derivatives, supported by artificial intelligence decision tools.

Calvin Hedman is a financial advisor with Vance Wealth, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Catalina Capital Group LLC and EP Wealth Advisors and manages Hedman Partners LLP, a public accounting firm. Outside of advisory work, Hedman serves as co-chair of the Santa Clarita Valley Economic Development Corporation’s Board of Directors and is involved with Real Life Church’s finance committee. Vance Wealth provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term, fundamentally driven investment approach using customized portfolios of ETFs, mutual funds, individual securities, bonds, and third-party managers.

Maryam Khoshreza is an advisor at AIRE Advisors, LLC with five years of industry experience. Prior to joining AIRE Advisors in 2021, she worked at Macy's Inc. and Oaks Paper Product Company. AIRE Advisors manages approximately $1 billion in client assets, serving individual clients, family-office clients, employer retirement plans, and brokerage customers. The firm offers comprehensive wealth management and investment consulting, with an investment approach centered on strategic asset allocation and Modern Portfolio Theory.

Thuan Lam is a financial advisor at Providence Financial and Insurances, Inc. with 19 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Securities and Allegiance Gold. Outside of advising, Lam owns Artizan Images, a photography business specializing in weddings and events. Providence Financial and Insurances, Inc. provides discretionary investment management, financial and estate planning, and insurance consulting to individuals, pension plans, trusts, and other entities. The firm emphasizes a buy-and-hold investment approach using income-producing securities and offers estate-planning legal advice through an affiliated legal practice.

David Sirin is a financial advisor at Tamar Securities, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, TD Ameritrade, Inc., and operated Siren Laboratories, LLC. Tamar Securities advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm combines top-down sector and “Super Cycle” analysis with bottom-up security selection and quantitative screening, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Philip Fessler is a financial advisor at AIRE Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AIRE Advisors since 2021. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, Fessler is involved in managing rental property jointly owned with his spouse. AIRE Advisors manages approximately $1 billion in client assets, serving individual clients, family offices, employer retirement plans, and brokerage customers. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and offers wealth management, retirement plan consulting, and investment consulting services through both discretionary and non-discretionary arrangements.

Shawn Hsieh is a financial advisor at Highline Wealth Partners in Sherman Oaks, CA, with 16 years of industry experience. He holds the CFP®, CFA®, and Series 66 credentials. Prior to joining Highline Wealth Partners in 2018, he worked at City National Bank, DFPG Investments, Inc., and American Financial Network Advisory Services, LLC. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities by providing investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s Investment Committee oversees portfolio decisions and offers participant education and quarterly portfolio reviews, supported by third-party technology for retirement plan management.

Lynne Dorsey is a CFA® charterholder with 36 years of industry experience. She is currently with Elyxium Wealth LLC and previously worked at BMO Family Office and BNY Mellon Wealth Management. Outside of her advisory role, she serves as a successor co-trustee administering estate settlement matters. Elyxium Wealth LLC provides comprehensive wealth management and financial planning to individuals, high-net-worth clients, trusts, pension plans, and other entities. The firm employs a multi-disciplinary investment process across traditional and alternative assets and manages special purpose vehicles to offer clients indirect exposure to privately held companies.

Dominick Savo is a financial advisor at Tamar Securities, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Tamar Securities since 2015. Outside of his advisory role, he is involved in ownership of a restaurant group operating ten locations in Southern California. Tamar Securities 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 analysis and bottom-up security selection across discretionary portfolio management, financial planning, and multiple model-portfolio programs.

Joseph O’Boyle is a CFP® credentialed financial advisor with 23 years of industry experience. He is the president and owner of O’Boyle Wealth Management, Inc. in Beverly Hills, CA, and previously worked at Voya Financial Advisors from 2014 to 2018. Outside of his advisory role, he is also active as an independent insurance agent specializing in life, health, disability, and fixed insurance products. O’Boyle Wealth Management serves individuals, including high-net-worth clients, trusts, employer retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, consulting, and held-away retirement account management, utilizing an investment approach that includes discretionary account management, asset allocation, core-satellite strategies, and a broad range of investment tools.

Jay Henriksen is a Series 65-licensed financial advisor with J K R & Company, Inc. in Van Nuys, CA, where he has worked since 2018. He has eight years of industry experience and previously spent 20 years at Medtronic. J K R & Company operates as a team investment adviser and broker-dealer serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $136 million in client assets and advising on about $179 million in retirement plan assets.

Nicholas Gutierrez is a financial advisor at JSF Financial, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at NewEdge Securities, Westlake Financial, and in various other roles including at In-n-Out Burger and J. Crew. JSF Financial provides discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm manages approximately $1.73 billion in client assets and employs dynamic asset allocation, model portfolios, and quantitative analysis as part of its investment approach.

Scott Shagrin is a financial advisor with Beverly Hills Private Wealth, LLC, holding a CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including prior roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He has been with Beverly Hills Private Wealth since 2022. Beverly Hills Private Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm manages discretionary portfolios using asset-allocation frameworks and a combination of fundamental, technical, quantitative, and sector analyses, employing a range of strategies across public and private securities.

Payton Thompson is a financial advisor at Dew Point Capital with a Series 65 designation and one year of industry experience. Prior to joining Dew Point Capital, Thompson held roles at Pepperdine University, JRK Property Holdings, and NorthStar Ski Resort. He also has experience as a member of the Boothbay Harbor Yacht Club. Dew Point Capital is an SEC-registered advisory firm that provides fee-based discretionary portfolio management, financial planning, retirement income planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages approximately $512 million in client assets and employs a strategic allocation approach that incorporates fundamental and cyclical analysis with a long-term purchase strategy and occasional short-term adjustments.