Matthew Heller is a financial advisor at Willner & Heller LLC with 25 years of industry experience. He has been with the firm since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he leads a professional networking group, Highrise Networks, for which he receives compensation based on membership activity. Willner & Heller LLC provides discretionary asset management and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $164 million across about 150 client relationships, emphasizing individualized portfolio construction, continuous supervision, and a range of investment strategies including the use of margin loans under specific circumstances.

Matthew D’Agostino is a financial advisor at Your Private Client Group, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for AssetMark Brokerage, LLC and related AssetMark entities from 2016 to 2024. Your Private Client Group, Inc. provides investment advisory services primarily to individuals and high-net-worth clients, focusing on portfolio management and third-party manager selection. The firm employs a long-term trading approach using modern portfolio theory, quantitative, fundamental, and cyclical analysis.

Harold Davidson is the principal of Harold Davidson & Associates, Inc. in Los Angeles, CA, with 28 years of industry experience. He has worked at Harold Davidson & Associates since 1973. Harold Davidson & Associates, Inc. manages approximately $358 million in discretionary assets for individuals, trusts, retirement plans, and other entities. The firm offers portfolio management, financial planning, and retirement plan consulting using fundamental analysis and a combination of long- and short-term strategies across various asset classes, including public securities and private real estate investments.

Irene Hecht is a Series 65-licensed financial advisor at Snow Financial Management, LLC with 11 years of industry experience. She has been with Snow Financial Management since 2016. Snow Financial Management provides discretionary investment management and financial advice to individuals, high net worth clients, trusts, retirement accounts, charitable organizations, and businesses. The firm constructs portfolios tailored to client objectives and uses a range of securities and strategies, including derivatives and options, with a focus on personalized account oversight.

Michael Salam is a Series 65–licensed advisor at Atala Financial Inc with six years of industry experience. He previously worked at Pacificfront Capital, LLC and Shmellins. Atala Financial provides investment management, financial planning, and business consulting primarily for individual and high-net-worth clients, employing a combination of quantitative, fundamental, technical, and economic analysis to tailor portfolios and actively monitor client holdings. The firm also advises private pooled funds and incorporates institutional due diligence practices within a concentrated operational model.

Kenneth Butler is a CFP® with 21 years of industry experience. He is the principal of Butler Financial Services, Ltd. and has also been associated with NBS Financial Services, Inc. since 1995. In addition to his advisory role, Butler prepares income tax returns and works as a real estate broker and loan originator. Butler Financial Services, Ltd. provides financial planning and asset management primarily for individual clients, specializing in retirement planning. The firm integrates portfolio management with tax preparation and real estate services, using a disciplined investment approach based on asset allocation and modern portfolio theory.

Robert Gipson is a CFA® charterholder with 13 years of industry experience. He is a managing shareholder and board member of Gipson Hoffman & Pancione, a law firm he founded, and has served as a director of Wolfgang Puck Worldwide, Inc. since 2007. Gipson also holds executive roles in business consulting and bookkeeping firms. He is a principal at Alpha Analytics Investment Group LLC, which provides advisory and portfolio management services primarily to individual and high-net-worth clients, trustees, and corporate plans. The firm employs a globally diversified, asset-allocation driven approach emphasizing low-cost institutional funds and customized portfolio construction based on each client’s goals and risk tolerance.

Nicolas Castano is a financial advisor at TRU Independence Asset Management 2, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Merit Wealth Management, Morton Wealth, UCLA Extension, and AProvideC. TRU Independence Asset Management 2, LLC serves individual and institutional clients, including high-net-worth individuals, ERISA and pension plans, trusts, and businesses. The firm offers discretionary and non-discretionary investment management, standalone financial planning, pension consulting, and third-party manager selection, utilizing a blend of active and passive strategies across multiple asset classes.

Jose Vitela Jr. is a CFP® and holds a Series 66 license with 23 years of industry experience. He has worked at Silicon Beach Wealth, LLC since 2020, following roles at Vicon Capital Partners LLC dba BlueReef Capital and Core Financial Partners. Silicon Beach Wealth, LLC provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients. The firm employs a multi-method investment approach and uses borrowing and active options strategies within separately managed accounts, serving clients with customized portfolios and written financial plans.

Justin Tolton is a financial advisor at Tolton Asset Management, LLC in Los Angeles, CA, with seven years of industry experience. He holds a Series 63 designation and has a background that includes ownership and operation of a public accounting firm since 1982. Tolton Asset Management is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a non-discretionary advisory model, emphasizes diversified portfolios with a tilt toward smaller-company and value exposures, and operates an affiliated CPA practice offering tax and accounting services.

Mark Minichiello is a financial advisor with QCA Capital Management Inc in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with QCA since 2009. Outside of his advisory role, he serves as Director and Chief Financial Officer of Top Dog Films, Inc., an entertainment company involved in film, television, and publishing, and is also a board member and training coach for the South Bay Runners Club. QCA Capital Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an actively managed, generally long-term investment approach across multiple strategy models, tailoring portfolios to client objectives and risk tolerance.

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 14 years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank Leumi USA and Leumi Investment Services Inc. Medved serves on the investment committee of the Gideon Hausner Jewish Day School, assisting with the management of the school’s endowment investments. Valley Financial Management operates as Valley Digital Investor, providing individual and high-net-worth clients with discretionary portfolio management via an online platform that automates implementation and rebalancing of ETF model portfolios. The firm requires clients to conduct their relationships electronically and maintain accounts at Valley National Bank.

Marla Vickrey is a financial advisor with Hofer & Associates Wealth Management, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked at Hofer & Associates since 2016. Outside of her advisory role, she is also a licensed insurance agent. Hofer & Associates Wealth Management serves individuals, high net worth clients, charitable organizations, and small businesses, managing approximately $216 million in client assets. The firm offers discretionary and non-discretionary portfolio management using a variety of investment strategies and model portfolios tailored to different risk tolerances.

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.

Nicholas Butler is a financial advisor at Butler Financial Services, Ltd. in Westlake Village, CA, holding a Series 65 designation with nine years of industry experience. He has worked at Butler Financial Services since 2016 and also serves in a tax preparation role as an enrolled agent. Butler is involved in tax return preparation in addition to his advisory duties. Butler Financial Services provides financial planning and asset management primarily for individual clients, specializing in retirement planning. The firm integrates tax preparation, real estate, and loan origination services with its investment approach, which emphasizes asset allocation and modern portfolio theory supported by computer models and continuous account monitoring.

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.