Josh Graybill is a CFA® charterholder and a financial advisor at Bristlecone Value Partners, LLC, with 15 years of industry experience. He has been with Bristlecone since 2004, totaling 22 years at the firm. Bristlecone Value Partners provides discretionary investment advisory and asset management services to individuals, families, high-net-worth clients, trusts, charitable organizations, and other institutions. The firm focuses on value-oriented equity strategies and manages a private pooled microcap fund, emphasizing fundamental analysis and intrinsic-value estimates in its portfolio management.

Jonas Lee is a financial advisor at Aligne Wealth Advisors Investment Management (AWAIM) with 42 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, MML Investors Services, Inc., and Connecticut Mutual Life. He is also a licensed insurance agent, selling non-variable insurance products such as long-term care, disability, life insurance, fixed annuities, and health insurance. Aligne Wealth Advisors Investment Management provides discretionary investment management, financial planning, pension consulting, and private fund management to individuals, high-net-worth clients, trusts, business entities, 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.

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.

Jeremy Nadel is a financial advisor at Nadel Private Wealth LLC in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. His prior work includes a year at Ameriprise Financial Services LLC and five years at Delta Agricultural Holdings, as well as running a self business for three years. Nadel Private Wealth serves individual and high-net-worth clients with portfolio management, financial planning, and small-business consulting services. The firm employs a range of investment strategies across multiple asset classes and maintains a small client roster while offering business consulting and bookkeeping support.

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 39 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial, Western International Securities, Inc., and Financial West Group. He has managed von Adelung Wealth Management since 2005. Von Adelung Wealth Management is a state-registered investment adviser serving individuals, pension and profit-sharing plans, and corporate clients. The firm employs a combination of fundamental, technical, cyclical, and qualitative analysis alongside asset allocation and trading strategies to develop individualized portfolios.

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 CFP® and ChFC® with 13 years of industry experience, currently serving as an advisor at Bates Wealth Management, LLC since 2016. He previously worked at Transamerica Financial Advisors and Modern Capital Advisors, LLC. In addition to his advisory role, he operates as a Life & Health Insurance Agent. Bates Wealth Management offers discretionary asset management, ERISA 3(21) plan advisory services, and hourly financial planning to individual investors and retirement plan sponsors. The firm employs fundamental and technical analysis and incorporates options and derivative strategies, managing accounts on a discretionary basis with tailored investment approaches.

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.

Gil Pocker is a financial advisor at Scout Wealth Advisors LLC with a Series 65 designation. He has experience working at Scout Financial and GE Matrix. Scout Wealth Advisors serves individuals, trusts, retirement plans, and business clients by providing asset management, financial planning, and retirement plan consulting. The firm employs a tailored, fiduciary approach with long-term positioning and continuous portfolio monitoring, using ETFs, equities, and mutual funds.

Mark Tonoff is a financial advisor with Penmar Wealth Management LLC in Santa Monica, CA. He holds Series 63 and Series 65 licenses and has been active in the financial services industry since 2008 through Tonoff Financial Services, Inc., where he serves as president and insurance agent. He has been with Penmar Wealth Management since 2025. Penmar Wealth Management provides discretionary asset management and financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and Modern Portfolio Theory analyses to develop tailored investment strategies and offers ongoing portfolio monitoring and consulting.

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 12 years of industry experience. He has been with Eddy Financial, LLC since 2017 and previously worked at Lincoln Investment for three years. Outside of his advisory work, he volunteers as the Head of his local Homeowners Association. Eddy Financial, LLC provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and business clients. The firm offers customized portfolios and comprehensive advisory services, including referrals to third-party managers and insurance products.

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 at Aligne Wealth Advisors Investment Management (AWAIM) with eight years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Mass Mutual Investors Services. Aligne Wealth Advisors Investment Management provides discretionary investment management, financial planning, pension consulting, and private fund management to individuals, high-net-worth clients, trusts, business entities, and retirement plans. The firm uses proprietary global macroeconomic forecasts to guide asset allocation and manages a private Global Macro Opportunities Fund.

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 at Valley Financial Management, Inc. with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Leumi Investment Services Inc. and Northwestern Mutual Investment Services, LLC. Outside of his advisory role, he is a member of Notaro Holdings LLC, which focuses on investment allocation and plans to eventually acquire real estate. Valley Financial Management, operating through its Valley Digital Investor platform, serves individual and high-net-worth clients via an online system that offers discretionary portfolio management using model ETF portfolios. The firm requires clients to open accounts with Valley National Bank and follows an automated, rules-based investment approach that periodically rebalances six target portfolios based on client profiles and market conditions.

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.

Steven Mansell is a financial advisor at Kodiak Capital Advisors LLC with five years of industry experience. He holds a Series 65 designation and has previously worked for the Los Angeles County Office of Education from 2006 to 2020 before retiring in 2020. Mansell has been with Kodiak Capital Advisors since 2021. Kodiak Capital Advisors LLC is a state-registered investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm uses fundamental analysis and may focus on small- and medium-cap securities, employing various investment strategies including stocks, bonds, ETFs, and options.