Richard Schimbor is a CFA® charterholder with 10 years at AMI Asset Management Corp and three years of industry experience. He is based in Los Angeles, CA, and is part of a nine-advisor team. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, managing equity and fixed-income strategies across several investment vehicles. The firm employs a fundamental, bottom-up research process and serves as a private fund adviser and manager of pooled vehicles, overseeing $1.925 billion in discretionary assets.

Anthony Goring is a financial advisor at Vance Wealth in Santa Clarita, CA, holding a Series 65 credential with three years of industry experience. He previously worked at Pure Financial Advisors for one year before joining Vance Wealth in 2022. Vance Wealth is a multi-advisor investment advisory firm serving individuals, trusts, estates, businesses, retirement plans, charitable organizations, and financial institutions. The firm manages approximately $736 million in assets and focuses on long-term, fundamental analysis-based portfolio construction using ETFs, mutual funds, individual securities, and outside managers, with tailored asset allocation and fiduciary oversight.

James Naify is a financial advisor with AIRE Advisors, LLC in Beverly Hills, CA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Bank of America, N.A. since 2012 and previously at Merrill from 2012 to 2021. Outside of advising, he is the owner of El Dorado Financing Group Inc. AIRE Advisors manages approximately $1 billion in assets and serves individual clients, family offices, employer retirement plans, and brokerage customers. The firm emphasizes strategic asset allocation and Modern Portfolio Theory across diverse investment vehicles, providing both discretionary and non-discretionary wealth management and consulting services.

Carrisa Flores is a CFP® and holds a Series 65 license with three years of industry experience. She has worked at Vance Wealth since 2021. Flores is also licensed to sell insurance and spends approximately 10% of her time on insurance sales. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, charitable organizations, and financial institutions. The firm offers wealth management and discretionary investment management alongside financial planning and business consulting, managing about $893.6 million in assets for roughly 380 clients through an 11-advisor team.

Joel Edstrom is a CFA® charterholder with 38 years of experience in the financial industry. He has been with WESCAP Group since 1988. WESCAP Group serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities, offering wealth management and financial planning services tailored to client objectives and risk tolerance. The firm employs a strategic and tactical asset-allocation approach focused on global diversification, a contrarian/value orientation, tax efficiency, and low transaction costs, using mutual funds, ETFs, and specialized strategies including options-based tools and early adoption of less-common asset classes.

Sevag Ossipian is a CFA® charterholder with 12 years of industry experience, currently affiliated with Highline Wealth Partners. He worked at Northern Trust for 11 years before joining Highline Wealth Management in 2026. 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 utilizes a centralized Investment Committee for portfolio decisions and provides client education through workshops and webinars.

Joel Mogy is a CFA® charterholder and principal of Joel R. Mogy Investment Counsel Inc. with eight years of industry experience. He has served as a trustee for selected clients, providing professional fiduciary services. Joel R. Mogy Investment Counsel Inc. offers discretionary investment counseling and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm emphasizes long-term, client-oriented investment strategies based on fundamental analysis and a global perspective, focusing on cost-conscious, tax-aware portfolios primarily composed of domestic and foreign equities and investment-grade bonds.

Gerald Newman is a CFP® professional with 20 years of experience currently serving at Hamilton Wealth, LLC since 2017. He previously worked at Raymond James Financial Services, Inc. from 2015 to 2017. In addition to his advisory role, Newman is a licensed insurance agent involved in providing insurance quotes and applications. Hamilton Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate clients, offering discretionary portfolio management and retirement plan consulting. The firm uses proprietary allocation models and a diverse range of investment instruments, combining wrap fee program sponsorship with retirement plan consulting services.

Warren Grant is a financial advisor with Grant Tani Barash & Altman, LLC in Beverly Hills, CA, holding a Series 65 credential and 16 years of industry experience. He has been with Grant Tani Barash & Altman since 2004 and previously with Grant Tani Barash & Altman, Inc. since 1992. Grant Tani Barash & Altman serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and pension/profit-sharing plans. The firm operates as a multi-family office, combining business management services like bookkeeping, tax planning, and bill payment with investment advisory and consulting.

Bryan Garris is a CFP® designated financial advisor with 18 years of industry experience. He is currently associated with TriaGen Wealth Management LLC and M.S. Howells & Co., having previously spent 12 years at UBS Financial Services Inc. He is also an owner of G5 Endeavors, Inc., which manages his affiliated RIA firm. TriaGen Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a diverse set of investment strategies and tools tailored to client objectives and manages approximately $535 million in client assets.

Franklin Parks is a financial advisor with Tamar Securities, LLC who holds a Series 63 designation and has 34 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Tamar Securities since 2010. Tamar Securities, LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations with discretionary portfolio management, financial planning, and consulting. The firm manages approximately $1.52 billion in discretionary assets for over 4,000 clients through a multi-advisor team of 17, employing proprietary model programs that combine global value and sector analysis across various asset classes.

Mark Bogar is a CFA® charterholder with five years of industry experience. He currently serves at Elyxium Wealth LLC, where he has worked since 2025. Prior to this, he was with Pallas Capital Advisors, LLC from 2020 to 2024 and held a position at BNY Mellon for twelve years. Elyxium Wealth LLC provides comprehensive wealth management and financial planning to individuals, high-net-worth clients, trusts, pension plans, and other entities. The firm’s investment approach combines fundamental, quantitative, technical, and credit analysis across traditional and alternative assets, and it manages special purpose vehicles that offer clients indirect exposure to privately held companies.

Edward Johnson is a CFP® with 33 years of experience, currently affiliated with LPL Financial and California Financial Partners, Inc. in Glendale, CA, where he has worked since 2004. He holds Series 63 and Series 65 licenses. Johnson is also involved with GR8PLAN, LLC, a business entity related to tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Michael Galanowsky is a CFA® charterholder based in Los Angeles, CA, with 10 years of industry experience. He is currently with Manhattan West Asset Management, LLC, a firm where he has worked since 2022, and previously spent seven years at One Capital Management. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm employs a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis with strategic asset allocation across various investment strategies and manages over $1 billion in discretionary assets.

Bryan Molinar is a CFP® with 10 years of industry experience, currently serving at Seneca Private Wealth, LLC. His prior experience includes roles at Atlas Legacy Advisors LLC, Wells Fargo Clearing, and UBS Financial Services. Seneca Private Wealth, LLC provides investment and wealth management, financial planning, and retirement plan services to individuals, families, trusts, institutions, and corporations. The firm offers customized, risk-adjusted, tax-aware asset allocations combining active and passive strategies, and may recommend Independent Managers or private funds for eligible clients.

Michael Partlow is a financial advisor at Navalign, LLC with four years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Fidelity Investments, TD Ameritrade, and Monarch Wealth Strategies. Navalign serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary asset management, financial planning, and pension plan advisory services, employing fundamental analysis and a range of trading horizons, and is notable for its use of derivatives and margin in client portfolios.

Jonathan Dash is a financial advisor at Dash Investments in Woodland Hills, CA, holding a Series 65 designation with 20 years of industry experience. He has been involved with Dash Acquisitions LLC since 2004. Dash Investments provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, estates, and trusts, typically serving accounts with at least $1 million in investable assets. The firm employs a long-term, value-oriented investment approach, integrating financial planning and tax analysis within its advisory services.

Ben Emons is a financial advisor with Highline Wealth Partners in Sherman Oaks, CA, holding Series 65, 66, and 63 licenses and six years of industry experience. He previously worked at firms including Medley Global Advisors, NewEdge Wealth, and Cetera. Outside of his advisory role, Emons serves as CIO and founder of FedWatch Advisors, an outsourced CIO providing customized portfolio solutions, contributes market and policy commentary to Bloomberg Odd Lots, and teaches finance and macroeconomics as an adjunct professor at the University of Southern California. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities by offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm uses a centralized Investment Committee to guide portfolio decisions and provides regular reporting and participant education through workshops and webinars.

Kyle Paben is a financial advisor at AR Asset Management, Inc. with six years of industry experience. He holds a Series 65 designation and has been with AR Asset Management since 2014. Outside of his advisory role, he is an officer at Bask Ventures, Inc., overseeing development and finances in agriculture and wholesale, and a partner at Green Team Holdings, involved in real estate accounting and coordination. 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, diversified holdings, and tax-aware management, tailoring portfolios to client risk tolerance and objectives.

Jonathan Gerber is a Series 65-licensed financial advisor with 21 years of industry experience. He is currently with RVW Wealth LLC, where he has worked since 2006, and also operates Gerber & Co. Gerber serves on the boards of two nonprofit organizations: the Zeitz Foundation and BNEI AKIVA of Los Angeles. RVW Wealth LLC provides discretionary investment management to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a fundamental research approach focused on ETFs, mutual funds, and bonds, with active portfolio supervision conducted by a team of investment professionals.