Jean Calache is a CFP® with seven years of industry experience, currently serving as a financial advisor at JSF Financial, LLC in Los Angeles, CA. He previously worked at NewEdge Securities Inc and spent one year at the University of California Los Angeles. JSF Financial provides discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm employs dynamic asset allocation, model portfolios, and quantitative analysis, managing approximately $1.73 billion in client assets.

Jon Kmett is a financial advisor with SFE Investment Counsel Inc. in Los Angeles, CA. He holds the Series 63 designation and has 37 years of industry experience, including 19 years with SFE Investment Counsel. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients by providing individualized investment supervisory services. The firm emphasizes asset allocation and a total-return approach, managing portfolios with concentrated equity positions and a combination of fundamental, technical, and cyclical analysis alongside fixed-income laddering.

Lisa Westermark is a ChFC® and Series 66-registered advisor with nine years of industry experience. She is currently with Beverly Hills Private Wealth, LLC, where she has worked since 2022. Prior to this, she held roles at Bank of America and Merrill. Beverly Hills Private Wealth serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities with services including portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment process incorporating fundamental, technical, quantitative, cyclical, and sector analysis, and manages approximately $912 million in assets.

Michael Setlich is a financial advisor at Westside Financial Advisors LLC in Los Angeles, CA, with one year of industry experience. He has been involved with Aimco and Setlich Capital since 2014. Outside of advisory work, he is involved in principal and capital sourcing for real estate. Westside Financial Advisors LLC offers discretionary portfolio management and financial planning services to individuals, high net worth clients, corporations, and businesses. The firm employs a primarily passive, asset-class-based investment approach supplemented by fundamental and technical analysis and may utilize third-party sub-advisors.

Jamie Rugg is a financial advisor at Highline Wealth Partners with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2016, including its prior iteration as Charlesworth & Rugg, Inc. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are guided by an Investment Committee, and it provides regular portfolio reviews, participant education, and utilizes third-party technology to manage employer retirement plans.

Stacey Snow is a CFP® professional with 21 years of experience in the financial industry. She currently works at Prism Advisors, Inc. and has prior experience at Personal Resources Investment & Strategic Management, Inc., Wells Fargo Advisors Financial Network LLC, and Wells Fargo Investments, LLC. Prism Advisors provides investment advisory and planning services to individuals, trusts, employer retirement plans, and business entities. The firm offers discretionary portfolio management and financial planning using a mix of fundamental, qualitative, and sector analysis along with multi-asset allocation strategies.

Amy Marietta is a CFP® with one year of experience in financial advising, currently with Avise Financial. She previously worked at Dorsey Wealth Management and has over a decade of experience outside finance as a flute instructor. She teaches flute lessons as a self-employed activity. Avise Financial serves individual and institutional clients, offering discretionary investment management, financial planning, pension consulting, tax preparation, and business management. The firm uses a mix of fundamental, technical, and cyclical analysis combined with Modern Portfolio Theory to construct diversified portfolios and routinely engages third-party managers and custodians to support its services.

Anthony Herreres is a financial advisor at Alliance Advisory & Securities, LLC with a Series 65 designation and nine years of professional experience, including time as a self-employed advisor. He joined Alliance Advisory & Securities in 2024 and is based in Westlake Village, CA. Alliance Advisory & Securities provides investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, and pooled vehicles. The firm employs diversified model portfolios based on modern portfolio theory, offering discretionary and non-discretionary services along with held-away account management through the Pontera platform.

Daniel Mavraides is a financial advisor at Rebalance LLC in Beverly Hills, CA, holding a Series 65 designation with seven years of industry experience. He previously worked at INbalance Advisors, LLC and Evoke Advisors, as well as Advanced Research Investment Solutions, LLC. Rebalance LLC offers investment management, financial planning, and decision-support services to individuals, high-net-worth clients, retirement plans, and pooled vehicles through its Rebalance360 program. The firm employs a strategic asset-allocation framework focused on long-term rebalancing using a limited universe of ETFs across seven model portfolios, managing accounts primarily on a discretionary basis.

Adam Schwartz is a financial advisor at Evolve Private Wealth, LLC in Los Angeles, CA. He holds a Series 65 designation and has been with SLK Private Wealth Management and Evolve Private Wealth since 2023. Prior to his advisory career, he studied at the University of Wisconsin - Madison from 2021 to 2025. Evolve Private Wealth provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm employs a fundamentally driven, long-term investment approach using diversified portfolios of low-cost mutual funds, ETFs, individual securities, and alternative investments, with an emphasis on ongoing portfolio monitoring and client communication.

Anderson Lafontant is a CFP® professional with 11 years of industry experience. He has worked at Blue Zone Wealth Advisors, LLC since 2024 and previously spent 10 years at Miracle Mile Advisors, LLC. Blue Zone Wealth Advisors, LLC is a team-based registered investment adviser serving individual and high-net-worth clients, retirement plans, trusts, and business entities. The firm employs a diversified investment approach that integrates fundamental, quantitative, technical, and sector analysis, and acts as an adviser and general partner to private pooled investment vehicles.

Lisa Sternberg is a financial advisor at Highline Wealth Partners with nine years of industry experience. She holds a Series 65 designation and has been with Charlesworth & Rugg, now operating as Highline Wealth Partners, since 2022. Outside of her advisory role, she occasionally provides bookkeeping and administrative support for her husband's company and for a former employer. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering services such as investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are guided by a centralized Investment Committee, and it provides clients with regular portfolio reviews, participant education, and utilizes third-party technology for managing employer retirement plans.

Y Shih is a financial advisor with Oder Investment Management, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Oder Investment Management in 2021, Shih held brief positions at Bank of America, Merrill, Konnect Resources LLC, and UBS Financial Services. Oder Investment Management, LLC is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, using individualized Investment Policy Statements and a combination of active and passive management with global diversification.

Armen Kesian is a financial advisor with Evolve Private Wealth, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Sanctuary Securities, Inc., NYLIFE Securities LLC, J.P. Morgan Securities, and Wells Fargo Bank, N.A., among others. Evolve Private Wealth, LLC provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and financial institutions. The firm manages approximately $2.15 billion in assets across diversified portfolios and employs a long-term investment approach that incorporates fundamental analysis, low-cost funds, independent managers, alternative investments, and artificial intelligence decision-support tools.

David Kim is a financial advisor at Matauro, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Purshe Kaplan Sterling Investments, and Simplicity Investments, Inc. In addition to his advisory role, he is involved in fixed insurance products through a contracted relationship with CRUMP. Matauro, LLC manages over $1 billion across nearly 900 client relationships, providing wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, retirement plans, and business entities. The firm employs a diversified investment approach integrating fundamental, macroeconomic, technical, and ESG analyses, utilizing both in-house and third-party portfolio management across various asset classes.

Bruce Heymont is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Horizon Wealth Management, where he has worked since 2022. His prior experience includes roles at Heymont & Company, Inc. and LPL Financial. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fiduciary-oriented investment management and financial planning, utilizing diversified portfolios with mutual funds, ETFs, and individual securities supported by fundamental and technical analysis.

Anne Slevin is an advisor at Checchi Capital Advisers, LLC with a Series 65 designation and two years of industry experience. Prior to joining Checchi Capital Advisers in 2024, she worked at Greenlight Guru from 2021 to 2024 and was a student and intern from 2016 to 2021. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and various institutional and pooled clients. The firm employs a quantitatively driven investment process using proprietary models to construct globally diversified portfolios, often implemented with ETFs and tax-optimization strategies, and is notable for its role as a private fund adviser to insurance-dedicated vehicles and sub-advisory services to other advisers.

Charles Bohlen is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, holding a Series 65 designation. He joined SFE Investment Counsel in 2026 and has prior experience at New Sun Partners LLC, Renewable Resources Group LLC, CreateSafe, Inc., and Metamason, Inc. SFE Investment Counsel serves a diverse client base including individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm emphasizes asset allocation and a total-return approach, managing concentrated portfolios through fundamental, technical, and cyclical analysis combined with fixed-income laddering.

Alexander Collins is a CFP® and holds a Series 65 license with two years of experience in financial advising. He currently works at HCR Wealth Advisors in Los Angeles and previously held positions at Amgen and Starlight Marine Services. Collins also attended California Maritime Academy. HCR Wealth Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm uses a combination of fundamental and technical analysis with both long- and short-term strategies, managing nearly $2 billion in assets across ten advisors.

Kim Ibrahim is a financial advisor at Grant Tani Barash & Altman, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with the firm since 2004. Prior to that, he worked at Grant Tani Barash & Altman, Inc. beginning in 2000. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and various institutional clients. The firm offers bundled business-management services alongside customized investment advice, acting as a multi-family office liaison with a focus on non-discretionary investment recommendations and short-term cash management.