John Boyd is a CFP® and holds a Series 66 license, with eight years of industry experience. He is the sole advisor at MDRN Wealth in Venice, CA, where he has worked since 2022. Prior to founding MDRN Wealth, he worked at Charles Schwab and Fidelity Brokerage Services. He is involved with the Arizona Department of Corrections, providing financial literacy education and pro-bono planning resources to incarcerated individuals preparing for reentry. MDRN Wealth LLC is an independent registered investment adviser serving individuals and high-net-worth clients with portfolio management, financial planning, and estate-planning services. The firm integrates fintech solutions to manage held-away accounts and employs a mix of fundamental analysis, modern portfolio theory, and diverse investment strategies, including private placements and derivatives.

Josh Graybill is a CFA® charterholder with 14 years of industry experience. He has been with Bristlecone Value Partners, LLC since 2004. Bristlecone Value Partners advises individuals, families, and institutional clients through discretionary investment supervisory services and sub-advisory arrangements, focusing on a Large Cap Value strategy. The firm also manages a private pooled vehicle targeting microcap companies and is notable for integrating separate-account management with private fund advising.

Jonas Lee is a financial advisor at Aligne Wealth Advisors Investment Management with 41 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC and MML Investors Services, Inc. He is also a licensed insurance agent specializing in non-variable insurance products such as life, disability, and long-term care insurance. Aligne Wealth Advisors Investment Management manages approximately $224 million for about 200 clients, including individuals, trusts, business entities, and charitable organizations. The firm employs a discretionary investment approach based on proprietary global macroeconomic research and offers financial planning and pension consulting services.

Anastasia Timineri is a financial advisor at Torrey-Payne Wealth Management with two years of industry experience. She holds the Series 66 designation and previously worked at firms including Raymond James & Associates Inc. and Wells Fargo Bank N.A. Timineri also serves as a client service associate, handling meetings and account updates for Torrey-Payne. Torrey-Payne Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individual, high-net-worth, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, emphasizing tailored portfolios with asset allocation, rebalancing, and fundamental and modern portfolio theory analysis.

Kellen Doop is a financial advisor at Maxwell Financial Group, Inc with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Maxwell Financial Group since 2017. Prior to that, he was affiliated with MML Investors Services Inc and Mass Mutual Life Insurance Company. Maxwell Financial Group serves individual clients, including high-net-worth individuals, as well as company and pension plan clients by providing investment supervisory services, financial planning, and third-party portfolio reviews. The firm employs a predominantly non-discretionary investment approach and offers retirement-focused educational seminars at no cost.

Gray Von Adelung is a financial advisor at von Adelung Wealth Management with 38 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial LLC and Western International Securities, Inc. Von Adelung has been involved with von Adelung Wealth Management since 2005. Von Adelung Wealth Management serves individuals, pension plans, and corporations by providing discretionary and non-discretionary portfolio management along with written financial planning. The firm manages approximately $72 million in client assets and employs a multi-faceted investment approach incorporating fundamental, technical, cyclical, and qualitative analysis.

Mitchell Kraus is a CFP® with 32 years of industry experience, currently serving at Capital Intelligence Advisors, Inc. since 2004. He also has a longstanding affiliation with LPL Financial, LLC dating back to 2003. Kraus conducts seminars on financial planning and related topics for businesses and associations. Capital Intelligence Advisors provides financial planning services to individuals, families, small businesses, and institutional clients, focusing on written financial plans and ongoing planning engagements rather than discretionary portfolio management. The firm does not take custody of client assets and offers clients the option to implement recommendations through affiliated brokerage and insurance channels.

Charles Salembier is a financial advisor at The Sterling Group with 32 years of industry experience. He holds the ChFC® and Series 63 designations and has been with The Sterling Group since 1999, including its wealth management division since 2012. The Sterling Group is a team-based investment advisory firm serving individuals, including high-net-worth clients, as well as trusts, estates, fiduciaries, retirement plans, and business entities. The firm provides discretionary asset management and financial planning services, emphasizing customized asset allocation, diversification, and ongoing portfolio monitoring tailored to each client’s goals and risk tolerance.

David Ono is a financial advisor with Bates Wealth Management, LLC in Los Angeles, CA. He holds the CFP® and ChFC® designations, along with a Series 63 license, and has 12 years of industry experience. He has been with Bates Wealth Management since 2016. Outside of advising, he operates a life and health insurance agency as a sole proprietor. Bates Wealth Management serves individual investors and retirement plan sponsors, providing discretionary asset management, limited-scope ERISA 3(21) plan advisory services, and hourly financial planning. The firm employs both fundamental and technical analysis and incorporates option and derivative strategies tailored to client objectives within a boutique, client-focused practice.

David Adefeso is a financial advisor with The Pacific Group in Los Angeles, holding a Series 66 license and bringing 27 years of industry experience. His prior roles include positions at Axa Advisors, LLC and Pacific Advisory Capital Group, LLC. Outside of advisory work, he is involved in technology development through ownership of Sootchy, Inc. and has appeared as himself on a reality television show. The Pacific Group provides investment advisory services to individual, pension, and corporate clients with a focus on customized portfolio construction using various analytical methods. The firm manages discretionary and non-discretionary portfolios, sponsors a wrap-fee program, and offers access to an automated investing platform while maintaining affiliated insurance and consulting entities.

Mark Tonoff is an advisor with Penmar Wealth Management LLC in Santa Monica, CA, holding Series 63 and Series 65 licenses. He has 18 years of experience through his role as president and insurance agent at Tonoff Financial Services, Inc., and has been with Penmar Wealth Management since 2025. Penmar Wealth Management provides discretionary asset management and financial planning services tailored to client goals, employing a variety of analytical methods and permitting client-imposed investment restrictions. The firm serves a small client base and maintains affiliated insurance businesses alongside its advisory services.

Donald Hall is a CFA® charterholder with 15 years of industry experience. He has been with Hall Capital, LLC since 2010 and previously worked at Arcturus Management, LLC. Hall Capital provides discretionary portfolio management and financial planning to individuals, trusts, estates, corporations, endowments, and foundations. The firm manages approximately $164 million through a two-advisor team, employing a fundamental analysis approach that includes the use of leverage, options, and short selling within individualized portfolios.

Andrew Eddy is a CFP® and ChFC® with 11 years of industry experience. He is the principal of Eddy Financial, LLC in Santa Monica, CA, where he has worked since 2017 after three years at Lincoln Investment. Outside of his advisory role, he serves as the volunteer head of his local homeowners association. Eddy Financial serves individual investors, trusts, small businesses, and employer retirement plans with discretionary asset management, financial planning, and retirement plan consulting. The firm constructs individualized portfolios using a range of securities and may incorporate third-party money managers and institutional fund vehicles as part of its investment approach.

Brian Clay is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Clay Northam Wealth Management. He has worked at the firm since 2011 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Clay is involved in managing fixed insurance products including long-term life and health insurance. Clay Northam Wealth Management provides discretionary investment management and financial planning to individuals, trusts, estates, retirement plan participants, and select institutional clients. The firm employs a value-oriented investment approach with an emphasis on diversification and tactical asset allocation, managing over $300 million in assets across approximately 390 client relationships.

Jacob Weston is a financial advisor with Aligne Wealth Advisors Investment Management (AWAIM) in Los Angeles, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial and MassMutual Investors Services. Aligne Wealth Advisors Investment Management offers discretionary investment management, financial planning, pension consulting, and private fund management to individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a global macroeconomic-driven investment approach, using model portfolios primarily composed of mutual funds and ETFs, and manages a private global macro opportunities fund with a performance-based fee structure.

Anthony Glomski is a financial advisor at AG Asset Advisory, LLC, holding a Series 65 designation with 16 years of industry experience. He has worked at AG Asset Advisory since 2010. In addition to his advisory role, he is an independent insurance agent specializing in life and long-term care insurance. AG Asset Advisory provides discretionary and non-discretionary investment management, wealth advisory consulting, pension consulting, and pooled-investment consulting services to individuals, high-net-worth clients, plans, and trusts. The firm manages approximately $440 million across about 35 client relationships and employs a blend of fundamental, technical, and charting analysis, including the use of derivatives and third-party money managers in client accounts.

Alexander Notaro is a financial advisor with Valley Financial Management, Inc. and holds a Series 66 designation. He has eight years of industry experience with prior roles at Leumi Investment Services Inc. and Northwestern Mutual Investment Services, LLC. Outside of his advisory work, he is a member of Notaro Holdings LLC, an investment entity with mutual funds and ETFs. Valley Financial Management operates as Valley Digital Investor, offering discretionary portfolio management and automated model ETF portfolios to individual and high-net-worth clients through a fully electronic platform linked to Valley National Bank accounts. The firm uses client information to generate and manage target portfolios that are periodically rebalanced and adjusted according to market conditions.

William Fowls is a financial advisor at Schauer Investment Management, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Allstate from 2021 to 2023. Schauer Investment Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm uses fundamental analysis, documents client objectives with an Investment Policy Statement, and manages a private fund along with pooled investment vehicles.

Christopher Matthews is a financial advisor with Blackfield Capital Management LLC in Los Angeles, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked with FNEX Capital LLC and Digital Asset Investment Management, and also provides advisory and consulting services related to private investments and capital structuring through CM Strategic Advisory LLC. His activities include representing FNEX Capital in private placement transactions involving accredited investors. Blackfield Capital Management provides portfolio management primarily to high-net-worth individuals, focusing on individualized Investment Policy Statements and ongoing portfolio monitoring. The firm employs a range of strategies, including trading and options, and facilitates access to private market investments through subscription platforms.

Gretchen Prince is a financial advisor with The Sterling Group in Pasadena, CA, holding a Series 66 designation and having 10 years of industry experience. She has been associated with LPL Financial and The Sterling Group since 2006. Outside of advisory work, she is also a notary and provides tax preparation and accounting services. The Sterling Group is a team-based investment advisory firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers discretionary asset management, financial planning, and consulting, emphasizing customized asset allocation, diversification, and ongoing portfolio monitoring.