Peter Heilbron is a CFA® charterholder with 14 years of industry experience. He is the sole advisor at Trace Wealth Advisors in Los Angeles and has held positions at Northern Trust Wealth Management, LPL Financial, and YDS Investments LLC, where he serves as Interim CFO consulting on estate planning, tax planning, and real estate investments. Trace Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and access to separately managed accounts through LPL Financial’s Manager Select program. The firm employs a tailored investment approach focused on ETFs and mutual funds, using fundamental analysis and modern portfolio theory alongside long-term purchase strategies.

Steve Jurman is a financial advisor at SimplyRich with eight years of industry experience. He holds a Series 65 designation and has been self-employed since 2013. SimplyRich provides financial planning and discretionary investment management to individual and high-net-worth clients, typically requiring a minimum account size of $800,000. The firm uses a diversified investment approach based on modern portfolio theory, offering customized asset allocations and managing clients’ accounts on a discretionary basis.

Jeff Fang is a CFP® with 24 years of industry experience. He has been with Aqua Capital Advisors since 2009 and previously worked at Merrill from 2002 to 2009. The firm provides fee-only wealth management and financial planning primarily to individual and family clients, including both high-net-worth and non‑HNW households. Aqua Capital Advisors constructs customized portfolios using diversified, low-cost ETFs and tax-aware strategies, and for select high-net-worth clients, it may include private funds and limited option strategies.

Brad Tonoff is a financial advisor at Penmar Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked with New York Life Insurance Company and Health Platforms Inc. Tonoff is also the CEO of BJT Solutions Inc., an insurance and marketing consultancy based in Santa Monica. Penmar Wealth Management provides discretionary asset management and financial planning services tailored to client goals, utilizing a variety of analytical methods and investment strategies. The firm is operated by two advisors and manages discretionary assets for a small number of clients.

Michael Lambrakis is a CFP® with 15 years of industry experience. He is currently with Ares Financial Consulting LLC and previously worked at Mariner Platform Solutions and AdvicePeriod, LLC. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations, providing comprehensive financial planning and discretionary portfolio management. The firm employs a long-term, diversified investment approach using mutual funds, ETFs, and customized investment policy statements, and offers educational seminars, workshops, and integrated business-focused services.

Ariel Hartounian is a financial advisor with Acap Asset Management, Inc. in Studio City, CA, holding a Series 65 license and one year of industry experience. Prior to joining Acap Asset Management, he worked at Portfolio Management LLC for one year. Acap Asset Management provides investment advisory services to individuals, trusts, and pension/profit-sharing plans, offering discretionary asset management, financial planning, tax planning, and retirement plan consulting. The firm integrates fundamental and technical analysis with tax-sensitive strategies and emphasizes client education and regular account reviews.

Christopher Hoshyarsar is a financial advisor at Kennedy Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and also serves as an insurance agent through Kennedy Financial & Insurance Services, Inc., where he dedicates approximately half of his time. His prior work includes roles at Weslend Wholesale, Mega Capital Funding, and Chime Charter School. Kennedy Wealth Management provides personalized financial planning and consulting primarily to individual clients, acting as a referral intermediary to registered third-party money managers. The firm offers services such as cash-flow and tax planning, insurance and estate reviews, and educational seminars, while typically not charging direct asset-based fees or managing client portfolios in-house.

Rajiv Sharma is a financial advisor with Polestar Capital LLC, holding Series 65 and Series 63 licenses and 26 years of industry experience. He has worked at B. Riley FBR, Inc. and Texas Capital Bank, where he currently serves as Managing Director, Equity Research. Sharma has been with Polestar Capital since 2007. Polestar Capital LLC manages discretionary portfolios for high-net-worth individuals, institutions, and pooled investment vehicles. The firm focuses on opportunistic trading in equity securities, employing strategies that include leverage, short sales, and options, and is notable for its private fund advisory role combined with a small client base and operational ties to broker-dealer activities.

Guillermo Roditi Dominguez is a financial advisor at New River Investments with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Roditi & Roditi, LLC since 2012 and New River Investments Inc. since 2011. New River Investments provides discretionary portfolio management to individuals, high-net-worth clients, and certain business entities through separately managed accounts and a related-person private fund. The firm employs a multifaceted investment approach combining charting, fundamental, technical, cyclical, and statistical analysis, utilizing strategies such as long and short trading, margin transactions, and options writing.

John Mcnally is a financial advisor with Alpha Analytics Investment Group LLC in Los Angeles, CA, holding a Series 65 credential and 13 years of industry experience. He has worked at Alpha Analytics since 1999 and also serves as Vice President of Corporate Management Group, Inc., a bookkeeping service. Additionally, he holds the roles of Secretary and Treasurer at PJC and Associates, Inc., an investment holding company. Alpha Analytics provides investment advisory and portfolio management services to individual and high-net-worth clients, trustees, and corporate plans. The firm employs a globally diversified, asset-allocation driven approach using primarily publicly traded mutual funds and ETFs, with portfolio construction guided by written Investment Policy Statements tailored to each client’s goals and risk tolerance.

Alan Goodstein is a CFP® with 32 years of experience in the financial industry. He has been a principal at Goodstein Wealth Management LLC since 2016 and serves as a director at large on the board of the nonprofit New Horizons, Inc. Goodstein Wealth Management is a fee-only advisory firm managing approximately $114 million in discretionary assets, serving individuals and businesses with customized portfolio management, financial planning, and retirement plan consulting. The firm emphasizes client-specific investment policies and fundamental analysis, offering both limited-scope and fully discretionary fiduciary services for ERISA retirement plans.

Justin Falzone is a CFP® with nine years of experience in financial advising. He is the sole advisor at MDRN Wealth LLC, an independent firm based in Venice, CA. His prior roles include positions at Beta Wealth Group, BEAM Asset Management, Securities America, and AXA Advisors. MDRN Wealth serves individuals and high-net-worth clients, providing portfolio management, financial planning, and estate-planning services. The firm integrates fintech solutions to consolidate held-away accounts and uses a combination of fundamental analysis and modern portfolio theory to manage diversified portfolios, employing a wide range of investment strategies including private placements and derivatives.

Margy Lin is a financial advisor with Halcyon Investment Advisor in Los Angeles, holding a Series 65 designation and four years of industry experience. She previously worked at Alpha Helix Asset Management Company Limited and ZK Investment INC from 2019 to 2021, and has additional experience with Nan Shan Life Insurance Company. Halcyon Investment Advisor provides fee-only advisory and financial planning services to individuals, families, trusts, pension and profit-sharing plans, and offers tailored family office services for high-net-worth families. The firm’s investment approach combines fundamental, cyclical, and quantitative analysis with a focus on global asset allocation and risk management.

Andrew Mutzabaugh is a financial advisor at Henney Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Henney Wealth Management since 2011. Henney Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth individuals, trusts and estates, pension and profit-sharing plans, corporations, and partnerships. The firm primarily constructs portfolios using ETFs and closed-end funds and offers retirement planning and Social Security guidance as part of its services.

Candace Lathan is a financial advisor at Yarash Global Solutions Inc. with nine years of industry experience. She holds a Series 66 designation and has previously worked at Principal Securities, Principal Life Insurance Company, and Thrivent Financial. Outside of her advisory role, she mentors undergraduate finance students through the Lancer Financial Collective and serves on the board of directors and as chaplain for Habitat for Humanity. Yarash Global Solutions Inc. provides investment advisory services primarily to high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm offers discretionary portfolio management and business consulting using a range of analytical methods across various asset classes, managing approximately $20 million for about 21 clients.

Lindsay Bourkoff is a Certified Financial Planner® with 20 years of industry experience. She is currently with Shrier Wealth Management, LLC, having joined the firm in 2025 after 19 years at Linsco/Private Ledger Corp. Shrier Wealth Management serves a diverse client base including individuals, trusts, nonprofits, and corporate clients, providing asset management, financial planning, and retirement consulting. The firm employs a multi-method investment approach and offers active management of donor-advised fund assets alongside a broader range of advisory services beyond typical retail wealth management.

Myron Kaufman is a financial advisor at AlphaNext, LLC in Los Angeles, CA, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with AlphaNext since 2019. AlphaNext serves individual and high net worth clients, as well as trusts, estates, and charitable organizations, providing asset management, financial planning, and consulting services. The firm employs a combination of fundamental and sector analysis with diverse asset allocation strategies and incorporates alternative investments, private equity, and complex instruments alongside traditional securities.

Stephanie Chow is a financial advisor at Harold Davidson & Associates, Inc. with one year of industry experience. She holds the Series 66 designation and previously worked at UBS and other firms. Outside of her advisory role, she is also a notary. 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, utilizing fundamental analysis and a combination of long- and short-term strategies across various investment vehicles.

Kenneth Willner is a Series 65-licensed financial advisor with over 10 years of industry experience. He has worked at Willner & Heller LLC since 2004 and is also a partner in Willner & Ornedo LLP, a non-investment related tax preparation business where he dedicates approximately 20 hours per week. Willner & Heller LLC provides discretionary investment management services to individuals, pension and profit-sharing plans, and charitable organizations. The firm offers retirement plan consulting and employs a portfolio management approach that includes fundamental and fund/ETF analysis, continuous oversight, and the use of various securities including the option of margin borrowing in separately managed accounts.

Alberto Roditi is a financial advisor at New River Investments with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New River Investments since 2011, as well as at Roditi & Roditi LLC from 2012 to 2019. New River Investments provides discretionary portfolio management to individuals and business entities, including high-net-worth clients, through separately managed accounts and a related private fund. The firm employs multiple methods of analysis and offers a range of investment strategies, distinguishing itself by advising a related pooled vehicle with separate commodity pool operator registration and independent fund administration.