Melanie Tanaka is a CFP® professional with 35 years of experience in financial advising, currently serving at Legacy Financial Group in Torrance, CA. She has worked at Legacy Financial Group since 2001 and held positions at SagePoint Financial and OSAIC. Outside her advisory role, she is involved in selling life and long-term care insurance and provides notary services. Legacy Financial Group offers financial planning, asset allocation, and portfolio management to individuals, trusts, estates, and other entities. The firm employs a model-based investment approach grounded in Modern Portfolio Theory, utilizing third-party platforms and acting as a wrap fee program sponsor across multiple programs.

Siddarth Sharma is a financial advisor at Polestar Capital LLC based in Los Angeles, CA. He holds a Series 65 designation and has recently entered the industry, with prior experience at Spring Health, Deliverr, and roles in education and nonprofit sectors. Polestar Capital LLC serves as the general partner and investment adviser to private pooled investment vehicles and manages separately managed accounts for high-net-worth individuals, institutions, trusts, endowments, and pension plans. The firm employs a value-driven, contrarian equity approach focused on company fundamentals and uses both long-term and short-term strategies, including options and leverage.

Brett Niven is a financial advisor at Beach Cities Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beach Cities Wealth Management since 2011 and Bvcn Advisory Services, LLC since 2019. Outside of advisory work, he is the managing member of KOTA Commercial Assets, LLC, a firm managing commercial investment properties in Southern California. Beach Cities Wealth Management provides investment advisory services to individuals and high-net-worth clients, focusing on personalized asset management with tailored portfolios that include stocks, bonds, ETFs, options, mutual funds, and private securities. The firm emphasizes ongoing account supervision and employs a mix of fundamental and cyclical analysis with various investment strategies, primarily managing assets on a non-discretionary basis.

Carl Montgomery is a financial advisor with Astravia Family Wealth Office LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Morgan Stanley. Astravia Family Wealth Office LLC serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and various business entities. The firm offers comprehensive portfolio management, retirement plan consulting, and third-party money manager selection, combining fundamental and technical analysis with quantitative techniques and Modern Portfolio Theory in its investment approach.

Anthony Reed is a CFP® with 32 years of industry experience and has been with Millennium Investment Services since 1995. He also serves as managing member and sole owner of MIS Partners, LLC, and oversees MIS Equity Strategies, LP. Millennium Investment Services offers discretionary and non-discretionary investment management and related concierge services to individuals, pension plans, trusts, estates, and business entities. The firm focuses on U.S. equities, mutual funds, ETFs, and options-based strategies, with customized portfolios typically managed on a discretionary basis, and sponsors pooled investment vehicles with performance-based compensation structures.

Ryan Haslam is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Hesen & Haslam, LLC since 2017. He has also been associated with LPL Financial, LLC since 2014. Haslam is involved in retirement income specialization and holds Series 63 and Series 65 licenses. Hesen & Haslam advises individuals, trusts, employer retirement plans, and business entities, focusing on asset management, retirement-plan consulting, and comprehensive financial planning. The firm operates as a fiduciary specializing in wrap-fee portfolio management with an emphasis on strategic asset allocation and conservative fixed-income management.

Michael Pysnik is a financial advisor at Pysnik Financial, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Independent Financial Group and Lee Pysnik, CPA. In addition to his advisory role, he is a licensed California insurance agent offering various insurance products. Pysnik Financial serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm provides non-discretionary asset management, financial planning, consulting, and insurance implementation, using a goal-based asset allocation approach that includes ETFs, mutual funds, fixed income, and individual securities.

Vijay Ahuja is a CFP® with 17 years of industry experience, currently serving at R Tech Advisors, Inc. since 2004. He is also president and senior consultant of R Tech Consultants, Inc., a third-party retirement plan administrator, a role he has held since 1992. In addition to his advisory work, Ahuja leads consulting and operational management activities at R Tech Consultants, Inc. R Tech Advisors provides comprehensive financial planning, investment portfolio management, and consulting services to individuals, privately held businesses, and pension and profit-sharing plans. The firm delivers customized, non-discretionary advice and offers fiduciary services, retirement plan participant education, and estate and business consulting.

Richard Dinel is the sole advisor at R.H. Dinel Investment Counsel, Inc. in Los Angeles, CA, with 28 years of industry experience. He has been with the firm since 1992. R.H. Dinel Investment Counsel provides customized, discretionary investment management and consultative services to individuals, retirement accounts, trusts, pensions, and foundations. The firm focuses on in-depth research of individual common stocks, emphasizing long holding periods and growth companies aligned with economic themes, and manages a concentrated client roster that includes charitable organizations and pension/profit-sharing plans.

Ashley Mc Guinness is a financial advisor at PointOne Family Office with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at William Blair, Bank of America, and Merrill. PointOne Family Office provides portfolio management and family-office style investment services to individuals and high-net-worth clients, employing a multi-method analytical approach and offering a broad range of investment options. The firm emphasizes regular portfolio monitoring and fiduciary duties while also evaluating and allocating assets to third-party advisers.

Louiza Smith is a Series 65-licensed advisor at Acap Asset Management, Inc. with seven years of industry experience. She has worked at Acap Asset Management since 2016. Acap Asset Management serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary and non-discretionary asset management alongside financial planning, retirement plan consulting, tax planning and preparation, and personalized bookkeeping services.

G Miguel Alves is a CFP® with 21 years of experience in the financial industry, currently serving at Vida Private Wealth LLC. His prior experience includes roles at Merrill Lynch and Cantella & Co., Inc. He is also a general partner of VIDA Vision Fund GP, LLC, a private fund. Vida Private Wealth serves high-net-worth individuals and families with private wealth management, multi-family office services, and financial life planning. The firm emphasizes fiduciary advice and multi-asset portfolios, offering tailored discretionary portfolio management and access to private fund investments for qualified clients.

Millicent Callahan is a financial advisor at Callahan & Callahan Asset Management, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Callahan & Callahan since 2002. She also holds a California insurance license. Callahan & Callahan Asset Management provides non-discretionary portfolio management and advisory services to individuals, trusts, estates, corporations, small business owners, and institutional clients. The firm uses a client profile process to tailor diversified portfolios, combining charting, fundamental and technical analysis, with an emphasis on asset allocation and income mutual funds, while employing covered-call and covered-put equity strategies.

Jack Gelnak is a financial advisor at Premier Wealth Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Premier Wealth Advisors since 2007. In addition to his advisory role, he is licensed to sell insurance products and mortgage and real estate products through affiliated firms. Premier Wealth Advisors provides investment advisory and portfolio management services primarily through a manager-of-managers approach, serving individuals, trusts, pension, and institutional clients. The firm focuses on selecting and monitoring third-party registered investment advisers and involves clients directly in decisions related to asset management.

Davis Thompson is a Series 65-licensed financial advisor with Thompson & Thompson Investment Advisors, Inc., based in Pasadena, CA. He has six years of industry experience and also serves as the Engineering & Computer Science Program Director at Tarbut V'Torah Community Day School, where he manages curriculum and oversees teaching staff. Prior to his current role, he has worked at Mater Dei High School and DKRBT Enterprises, Inc. Thompson & Thompson Investment Advisors, Inc. provides discretionary investment management, retirement income planning, and tailored portfolios of U.S. stocks and bonds for individuals, trusts, charitable organizations, and small businesses. The firm applies Modern Portfolio Theory principles using both passive index allocations and active stock selection and distinguishes itself by offering performance-based fee arrangements, regular performance reporting, and educational seminars.

Damion Smith is a financial advisor at Great Gable Wealth Management, LLC with 30 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Smith holds Series 63 and Series 65 licenses. Great Gable Wealth Management provides discretionary portfolio management and financial planning services to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm manages balanced portfolios focused on capital appreciation through equity and fixed-income allocations, using value-based analysis and competitive advantage assessments.

Davis Thompson is a financial advisor at Thompson & Thompson Investment Advisors, Inc. in Pasadena, CA, holding a Series 65 designation with six years of industry experience. He worked for nearly three decades at Atkinson, Andelson, Loya, Rau & Romo, a law corporation, before joining his current firm in 2019. Thompson & Thompson Investment Advisors serves individuals, trusts, charitable organizations, and businesses by providing comprehensive wealth and retirement income planning along with management of U.S.-traded stock and bond portfolios. The firm employs a combination of passive and active investment strategies based on modern portfolio theory and fundamental analysis, tailoring portfolios to clients’ objectives and risk profiles.

Shufan Cao is a CFP® certificant with 16 years of industry experience, currently serving as an advisor at Silver Oak Wealth Advisors Services, LLC since 2018. Prior to this, Cao worked at Silver Oak Wealth Advisors, LLC from 2005 to 2017. The firm serves individuals, family trusts, charitable organizations, and businesses by providing integrated wealth management, financial planning, transition planning, and discretionary investment management. Silver Oak Wealth Advisors Services employs a holistic “Family CFO” model that combines investment planning with tax, estate, cashflow, and risk management, using both passive and active strategies alongside third-party managers and consultants.

Mitchell Hesen is a financial advisor at Hesen & Haslam with over 44 years of industry experience. He holds the CFP® and ChFC® designations and has been with Hesen & Haslam since 2017, also maintaining a relationship with LPL Financial since 2014. Hesen & Haslam provides investment advisory and planning services primarily to individuals, including high-net-worth clients, as well as trusts, employer retirement plans, and business entities. The firm emphasizes individualized portfolio management with a retirement-income focus, combining a disciplined fixed-income process with access to various model and manager programs.

Efren Bolisay is a financial advisor at Sitrin Capital Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sitrin Capital since 2016. The firm serves individuals, high-net-worth clients, trusts, pension plans, and corporate entities, managing approximately $351 million across about 236 client relationships. Sitrin employs a top-down investment process that emphasizes fundamental, technical, and cyclical analysis, with portfolios primarily composed of individual equities and selective use of fixed income and ETFs.