Scott Soohoo is a financial advisor at Altron Capital Management with seven years of industry experience. He holds a Series 65 designation and has worked as owner and manager of Zero Media Works, an e-commerce and marketing consulting company. Soohoo has been with Altron Capital Management since 2018 and also has prior experience with the Noumena Education Initiative. Altron Capital Management serves individual and institutional clients using a global value investment approach focused on high-conviction ideas identified through fundamental analysis. The firm manages discretionary portfolios with strategies that may include concentrated positions, short sales, options, and margin.

Sharon Martin is the President and owner of Profit Strategies, Inc., where she has worked as a financial advisor for 27 years. She holds Series 63 and Series 65 licenses. In addition to investment advisory services, she offers life insurance, group health and benefits, human resources consulting, and bookkeeping through her firm. Profit Strategies, Inc. provides investment management and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm combines investment advice with retirement plan consulting and business services, managing client accounts primarily on a discretionary basis and utilizing a variety of investment vehicles and outside managers when appropriate.

Roberto Washington is a financial advisor at Financial International with 24 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at H.D. Vest Investment Securities, Inc. for 20 years. Outside of advisory services, he is a church pastor and chief executive officer of R & R International Enterprises, which provides real estate, mortgage, and tax preparation services. Financial International serves individual clients by combining portfolio management with real estate brokerage, mortgage loan origination, and insurance brokerage services. The firm integrates fee-based investment management with transaction-oriented products and accepts commissions on insurance and mortgage sales, offering a broad range of client services uncommon among independent advisers.

Imee Rose Chellevold is a financial advisor at ID Asset Advisory with a Series 65 credential. She has been with ID Asset Advisory since 2026 and has prior experience with ID Asset Group, Inc. and Ms. Cellaneous Goods, LLC. ID Asset Advisory is an independent, fee-only firm serving individuals, families, trustees, businesses, and nonprofit organizations. The firm offers modular financial planning, investment consulting, portfolio management, and educational workshops, using a combination of fundamental, quantitative, and asset-allocation analysis tailored to client objectives and risk tolerance.

Michael Todd is a financial advisor at OnPoint Financial Management LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including IAMS Wealth Management, AXA Advisors, and Massachusetts Mutual Life Insurance. Outside of advising, he is involved in founding and operating a restaurant, a lounge, and a real estate investment venture. OnPoint Financial Management LLC is a single-advisor firm serving individual and high-net-worth clients with portfolio management and financial planning. The firm uses a combination of fundamental and technical analysis for discretionary and non-discretionary investment advice across various asset classes, including mutual funds, equities, fixed income, ETFs, and insurance products.

Jeffrey Becker is a financial advisor at WB Financial Services, LLC with 18 years of industry experience. He holds the PFS™ designation and Series 65 license. Becker has been with WB Financial Services since 2001 and is also associated with Winningham, Becker & Company, LLP since 1996. WB Financial Services, LLC provides financial planning and advisory services to individuals, high-net-worth clients, and trusts, focusing on personalized consultations without selling commissioned insurance or investment products. The firm operates as a referral-based adviser, connecting clients with independent investment advisors who manage portfolios, and is affiliated with a CPA firm whose principals hold CPA and personal financial specialist credentials.

Bill Nugent is the Founder of Convey Wealth Management, a financial services firm uniquely specializing in tax-smart planning for corporate executives, high-achieving entrepreneurs, and their families. Bill's 27-year career began with one of the industry's oldest and most respected wealth management firms. There, he focused on non-profit and public sector clients and drew inspiration from mission-driven professionals who dedicated their careers to caring for others. Having led hundreds of live workshops during his career, Bill is skilled at expressing complex topics in an understandable manner. He believes in customization and focuses on each client's goals to drive the investment management process. Bill is a CERTIFIED FINANCIAL PLANNER™ professional as well as an IRS Enrolled Agent. He received both his bachelor's and master's degrees from the University of Massachusetts at Amherst. In addition to providing personalized attention to his clients, he believes strongly professional mentorship and enjoys teaching financial planning at UCLA.

Ana Blumberg Markus is the sole advisor at Beverly Hills Capital Management LLC in Beverly Hills, CA, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Beverly Hills Capital Management since 2012. Outside of financial advising, Ms. Blumberg is a sculptor and occasionally creates and sells artwork. Beverly Hills Capital Management provides discretionary and non-discretionary asset management to individuals and high-net-worth clients, managing approximately $16.9 million across around 41 client relationships. The firm’s investment approach combines fundamental and technical analysis, employing long-term, short-term, and active trading strategies tailored to client objectives.

Ira Zito is a CFP® and ChFC® with 28 years of industry experience. He is the sole advisor at Financial Peak, where he has worked since 2021, following eight years at SagePoint Financial. In addition to his advisory role, Zito is an independent insurance agent, dedicating about 5% of his time to insurance sales. Financial Peak provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a primarily passive investment approach based on modern portfolio theory, integrating financial planning with portfolio management through various engagement models.

I’m Melissa, founder of Fidela Wealth. I hold CFP® and CIMA® designations, and I’ve spent the last 13 years guiding clients through high-stakes financial transitions with precision and care. At Fidela, I work with: -Families navigating legacy planning, education funding, long-term care, or supporting loved ones with special needs. -Business owners seeking tax efficiency, transition planning, or coordinated advice across teams. -Entertainment professionals managing income variability, loan-out entities, pension structures, and privacy concerns. My job is to bring order to complexity, no jargon, no confusion. Just clear, personalized advice and disciplined financial strategy. I don’t sell products, and I don’t take shortcuts. As a fiduciary, I work exclusively in your best interest. If you’re facing a turning point or simply want to feel more confident about your financial future, I’m here to help you move forward with clarity and integrity.

Gerard Singfield is a financial advisor at Culture Capital Partners, LLC with 14 years of industry experience. He previously worked at Charles Schwab and The Pacific Group. In addition to his advisory role, he provides clients with life insurance options and business management services, including budgeting and bill pay support. Culture Capital Partners offers portfolio management and financial planning primarily for individual and high-net-worth clients. The firm utilizes a range of analytical methods and investment strategies across traditional and alternative assets, operating mostly on a non-discretionary basis with tailored service for a limited client base.

Gregory Nathan is a financial advisor at Ajax Asset Mgmt., LLC in Los Angeles, CA, holding a Series 65 designation with four years of industry experience. He previously worked for First Pacific Advisors, LP from 2015 to 2023 before joining Ajax Asset Mgmt. in 2023. Ajax Asset Mgmt. is a state-registered investment manager that provides discretionary portfolio management for pooled and institutional mandates, as well as separately managed accounts for individuals, corporate entities, retirement plans, and nonprofits. The firm offers equity and fixed-income strategies driven by fundamental analysis and employs borrowing and derivatives within its implementation.

Richard Sirott is the sole advisor at Richard N. Sirott Accountancy Corporation, an independent firm based in Northridge, CA. He holds 29 years of industry experience and has operated his combined accounting and investment advisory practice since 1979. The firm offers customized investment management alongside accounting and tax compliance services, serving individuals, high-net-worth clients, corporations, and other business entities. Richard N. Sirott Accountancy Corporation manages discretionary portfolios using a range of model allocations and employs both fundamental and technical analysis, maintaining accounts with independent custodians.

Mehrdad Farhat is a financial advisor with Opes Capital Group, LLC in Beverly Hills, CA, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Opes Capital Group since 2013. Opes Capital Group provides investment advisory and financial consulting services primarily to individuals and high-net-worth clients, offering portfolio management and guidance on selecting other advisers. The firm employs a range of analytical methods including charting, fundamental, technical, and cyclical analysis, focusing on diversification and utilizing instruments such as equity index options, commodities, REITs, and insurance products.

Michael Halper is a CFP® with six years of industry experience, currently serving as the sole advisor at Strateon Intelligent Wealth LLC. Prior to founding Strateon, he worked at Escient Financial LLC for six years and has extensive background in digital media and studio operations. He is co-founder and director of the Advice-Only Planners Association, a public benefit corporation dedicated to the advice-only financial planning model. Strateon Intelligent Wealth provides financial planning and investment advice through modular and comprehensive engagements, serving individuals, families, and related trusts and estates. The firm operates an advice-only model without managing client assets, focusing on diversified, passive investment recommendations and offering educational workshops, newsletters, and a unique digital asset consulting service.

Fred Liu is a CFA® charterholder and Series 65 licensee with 12 years at Hayden Capital and 5 years of industry experience. He is based in Los Angeles, CA, and has worked exclusively with Hayden Capital since 2014. Hayden Capital is an independent, state-registered investment adviser offering discretionary portfolio management to a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pooled investment vehicles, and certain institutional and non-U.S. investors. The firm employs a fundamental, long-term investment approach with concentrated portfolios and also manages a Delaware private fund for non-U.S. investors.

Matthew Ahart is the principal advisor at Archer Row Advisory with seven years of industry experience. He holds a Series 65 designation and previously worked at MUFG Union Bank and Transom Consulting Group LLC. Outside of his advisory role, he serves as managing partner of Archer Row Financial LLC, providing management consulting to financial institutions, and is an executive vice president at Bank of Hawaii Corporation, focusing on risk management and regulatory projects. Archer Row Advisory offers discretionary investment management and financial planning services to individuals, trusts, estates, and small businesses. The firm emphasizes diversified, low-cost passive investments with flexibility for opportunistic tactical adjustments and alternative investments, managing a relatively large asset base across a small client roster and providing separate consulting services to financial institutions.

Michael Rosen is a financial advisor with MarketForce, LLC, holding a Series 63 designation and over 25 years of industry experience. He also serves as a principal at Angeles Wealth Management, LLC and Angeles Investment Advisors, LLC, where he primarily advises high net worth individuals and families. Rosen has been with MarketForce since 1993 and has worked at Angeles Wealth Management since 2011. MarketForce, LLC provides discretionary investment advisory services focused on U.S.-registered securities, serving clients without a minimum asset size. The firm uses a combination of public research and proprietary analysis to tailor portfolios to individual client goals and conducts at least quarterly reviews.

Christian Carreon is a financial advisor with Create Wealth Management, LLC, holding a Series 66 designation and eight years of industry experience. He has previously worked at firms including All One Wealth, LLC, NPB Financial Group, LLC, Gold Coast Securities, Inc., RBC Advisors, and Medtronic, LLC. Outside of advisory work, he is the owner and CEO of Paradigm Shift Trading, Inc., an educational and mentorship program focused on systematic trading. Create Wealth Management, LLC is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm uses a combination of fundamental, technical, quantitative, sector, and cyclical analysis and employs strategies including strategic and tactical asset allocation, short-term trading, options, futures, and leverage.

Arthur Gamble Jr is the sole advisor at Gamble Capital Strategies with over 27 years of industry experience. He holds Series 63 and Series 66 licenses and has a background that includes long-term involvement with The Professional Alliance Group. In addition to his advisory work, he is a certified NFL and NBA sports agent and serves as CEO of Pro Alliance Sports Advisors, focusing on player representation and deal negotiation. Gamble Capital Strategies provides portfolio management and advisory services to a range of clients including individuals, trusts, corporations, pension plans, and educational institutions. The firm uses a manager-of-managers approach and offers specialized services such as estate and retirement planning, pension consulting, and business consulting tailored for professional athletes.