Jesse Picunko is a CFA® charterholder with eight years of industry experience. He has worked at RVW Wealth LLC since 2019 and previously held roles at Merrill Lynch and Bank of America. RVW Wealth LLC provides discretionary investment management to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a fundamental research approach, focusing on ETFs and mutual funds for equities and fixed income, and maintains active portfolio supervision through a team of investment professionals.

Christian Johnson is a CFP® with 14 years of industry experience, currently serving at California Financial Partners, Inc. He has been affiliated with both California Financial Partners and LPL Financial LLC since 2011. Outside of his advisory role, he is involved with CASL Financial, Inc., a non-investment-related business entity. California Financial Partners provides financial planning and consulting services to individuals, high-net-worth households, business entities, and pension and profit-sharing plans. The firm focuses on financial statement and cash-flow analysis, retirement and estate planning, tax and insurance reviews, and related implementation support, without managing client assets or acting as a discretionary portfolio manager.

Olivier Cornet is a financial advisor with JSF Financial, LLC in Los Angeles, holding a Series 66 designation and 24 years of industry experience. He has been with JSF Financial and Mid Atlantic Capital Corporation since 2010. Outside of his advisory role, he is also involved in financial planning and insurance sales through his ownership and presidency of Pimicor. JSF Financial provides discretionary portfolio management, financial planning, wealth management, and retirement-plan advisory services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm manages approximately $1.73 billion in assets and employs dynamic asset allocation, model portfolios, third-party manager selection, and quantitative analysis in its investment approach.

Tobin Wills is a CFP® with 31 years of industry experience, currently serving at Optima Capital LLC. His prior roles include positions at Royal Alliance Associates, Signator Investors, and Zahorik Financial and Insurance Services. Outside of finance, he is a certified flight instructor specializing in military and tactical aviation. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm uses a range of investment strategies including ETFs, mutual funds, and model portfolios, and employs analytical methods such as modern portfolio theory and fundamental analysis.

Paul Matheson is a financial advisor with Cheviot Value Management, LLC, holding a Series 63 designation and over 50 years of industry experience. He previously worked at Wedbush Morgan Securities for 13 years before joining Cheviot in 2022. Cheviot Value Management provides discretionary investment management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach with fundamental analysis, diversification, and tactical strategies, while also offering financial planning, budget coaching, and access to an insurer-consultation platform.

Charles Hastings is a financial advisor at Checchi Capital Advisers, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including multiple roles within B. Riley entities from 2013 to 2025. Hastings serves as a board member of Applied Digital. Checchi Capital Advisers, LLC provides discretionary portfolio management to high-net-worth individuals, institutions, and other advisers through sub-advisory arrangements. The firm employs proprietary quantitative and statistical models to manage portfolios using both exchange-traded funds and direct securities, emphasizing model-driven portfolio construction rather than individualized financial planning.

Grover Mc Carthy is a financial advisor at Stonemark Wealth Management in Pasadena, CA, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Equitable Advisors, Whittier Trust Company, and Amazon Prime Now. Stonemark Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm employs both fundamental and technical analysis, incorporating option strategies and selective use of leveraged ETFs to tailor portfolios according to client objectives and risk tolerance.

Nathan Chong is a financial advisor at AWM Capital, LLC with a Series 65 credential and one year of industry experience. He previously worked at Cooper McManus and attended St. Mary’s College. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm utilizes a liability-driven investing approach and offers financial planning, retirement advice, business consulting, and asset management through a diverse range of investment vehicles and affiliated private funds.

Manuel Aguilera is a financial advisor at Stonemark Wealth Management in Pasadena, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at HSBC, Deutsche Bank, and Pepperdine University. Stonemark Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm employs a combination of fundamental and technical analysis and utilizes strategies such as covered-call and put-writing options, tailoring portfolios to client objectives and risk tolerance.

Emily Xing is a CFA® charterholder and holds a Series 65 license. She is currently with Dew Point Capital and has been in the financial industry for one year. Prior to this, she was the Managing Director at Calistone Capital LLC, a hedge fund general partner, where she managed fund operations. Outside of her advisory role, she holds a California real estate broker license. Dew Point Capital provides fee-based discretionary portfolio management and financial planning to individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities. The firm uses a custom, strategic allocation approach based on fundamental and cyclical analysis, offering a range of investment instruments and monitoring accounts at least annually.

Nathan Mescobi is a financial advisor at AIRE Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has worked in various roles including at FKGB Accounting and the Law Offices of Joseph Miskabi. AIRE Advisors manages approximately $1 billion in client assets and serves individual clients, family offices, employer retirement plans, and brokerage customers. The firm provides wealth management and investment consulting services, utilizing strategic asset allocation and Modern Portfolio Theory across diverse investment vehicles.

Alexander Hagstrom is a CFA® charterholder and a financial advisor with eight years of industry experience. He has been with Strategy Asset Managers, LLC since 2018 and previously worked at Holly Street Wealth Advisors, LLC and Fundamental Capital Management LLC. Strategy Asset Managers, LLC manages approximately $741.5 million on a discretionary basis, providing investment management, financial planning, and retirement plan consulting to individuals, pooled investment vehicles, and institutional sponsors. The firm employs four primary equity strategies and utilizes a blend of individual equities, ETFs, mutual funds, fixed income, and alternatives, supported by fundamental research and third-party data.

Gregory Welborn is a financial advisor at First Financial Consulting in Pasadena, CA, with 29 years of industry experience. He holds a Series 63 designation and has been with First Financial Consulting since 1996. First Financial Consulting provides financial planning and investment consulting to individuals, families, trusts, estates, and closely held businesses. The firm delivers customizable services focused on retirement planning, tax and cash-flow analysis, education funding, estate planning, charitable giving, and business succession, operating primarily on a non-discretionary basis without taking custody of client assets.

Haiyang Zhang is a financial advisor at Checchi Capital Advisers, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Checchi Capital Advisers in various capacities since 2012, as well as at Arbor Court Capital LLC from 2013 to 2020. Checchi Capital Advisers provides discretionary portfolio management, sub-advisory services, and advisory oversight for pooled insurance funds, serving high-net-worth individuals, foundations, trusts, pension and profit-sharing plans, insurance-dedicated funds, and other investment advisers. The firm employs proprietary statistical and mathematical models alongside an index-replication methodology to construct globally diversified portfolios focused on diversification, tax optimization, and low turnover.

Maria Echeverria is a financial advisor at Flagstar Securities, Inc. with three years of industry experience. She holds a Series 66 designation and has worked previously at Evoke Advisors, Wells Fargo Clearing, and Virtual Outsource Solutions. Outside of finance, she is the founder and owner of INES LLC, an online women's sleepwear business. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm manages approximately $784 million in discretionary assets and offers wealth management, managed account programs, and retirement plan consulting.

Feliks Zlochistyy is a CFP®, CFA®, and Series 66 credentialed advisor with 19 years of industry experience. He has been with First Wilshire Securities Management, Inc. since 2006. First Wilshire provides discretionary investment management to individuals, high-net-worth clients, pension and institutional accounts, and sponsors two affiliated private funds. The firm employs a value-oriented investment approach focused on small- and micro-cap U.S. and foreign equities, utilizing fundamental research and direct company contacts.

Michael Haney is a financial advisor at Arroyo Investment Group, LLC with 21 years of industry experience. He has been with Arroyo Investment Group since 2004. Haney is also a licensed solicitor at Capital Research & Consulting LLC, where he dedicates additional time to investment-related activities. Arroyo Investment Group is a fee-only investment management and financial planning firm managing approximately $319.5 million in assets. The firm serves individuals and institutional clients through a discretionary, model-driven approach that employs proprietary screening and primarily invests in no-load mutual funds.

Annie Kim is a financial advisor at Ar Asset Management, Inc. with 14 years of industry experience. She holds a Series 65 designation and has been with the firm since 2000. Ar Asset Management, Inc. provides discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and investment limited partnerships. The firm emphasizes fundamental analysis with a long-term equity focus on domestic and international large-cap stocks, diversified holdings, and tax-aware management, while tailoring portfolios to client risk tolerance and objectives.

Sean Richardson is a financial advisor at AWM Capital, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Citizens Business Bank and Whittier Trust Company. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion for around 418 clients through a multi-team staff of 24 advisors. The firm employs an open-architecture platform with an emphasis on liability-driven investing and asset allocation, integrating financial planning, business consulting, and asset management services.

Robert Wussler is a financial advisor at Manhattan West Asset Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Twentieth Television and Finalis Securities LLC. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, and endowments. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and a Digital Asset Advisory Program, managing over $1 billion in discretionary assets using a fiduciary, client-tailored approach that integrates various investment strategies and asset classes.