Daniel Heyman is a CFA® and PFS™ credentialed advisor with 15 years of experience in the financial industry. He is principal of Heyman Wealth Management, LLC, where he has worked since 2010, and also operates a CPA professional corporation providing accounting, tax preparation, and business consulting services. In addition to his financial advisory work, Heyman manages a coworking facility and oversees several real estate-related entities. Heyman Wealth Management offers discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of active and passive investment strategies guided by asset allocation and modern portfolio theory, with portfolios managed on a discretionary basis using third-party custodians.

Timothy Streufert is a financial advisor at Private Financial Counseling with eight years of industry experience. He holds a Series 65 designation and has previously worked at NinePointTwo Capital LLC and Ares Management. He is also the founder, principal, and Chief Compliance Officer of NinePointTwo Capital LLC. Private Financial Counseling provides discretionary wealth and portfolio management primarily for individuals and high-net-worth families, as well as trusts, retirement-plan participants, corporations, and charitable organizations. The firm uses a proprietary quantitative rules-based selection approach combined with fundamental and third-party research to manage portfolios with a medium- to long-term focus.

Ahsoo Ahn is a financial advisor with Galliott Capital Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Morgan Stanley and Insigneo Advisory Services. Galliott Capital Advisors is a family-office and investment advisory boutique serving high- and ultra-high-net-worth individuals, families, businesses, institutional clients, and retirement plan sponsors. The firm offers asset and portfolio management, financial planning, multi-family office services, and retirement-plan consulting, utilizing a range of investment strategies including equities, fixed income, options, and alternatives.

Kevin Ashworth is a CFA® charterholder with 15 years of industry experience. He has been with Delarme Wealth Management, Inc. since 2025 and previously worked at EP Wealth Advisors for 22 years. Delarme Wealth Management provides discretionary and non-discretionary investment management, financial planning, third-party adviser selection, and pension consulting for individuals, business entities, charitable organizations, and retirement plans. The firm’s investment approach emphasizes diversification and modern portfolio theory, utilizing risk-based allocations to no-load mutual funds and ETFs, along with the documented use of derivatives and options strategies in client accounts.

Gary Karz is a CFA® charterholder with seven years of industry experience. He is currently an advisor at WWM Advisory Inc. and previously worked at Tri Star Sport & Entertainment and as an independent consultant. He is also the owner of INVESTORHOME.COM, a research website that is currently non-active. WWM Advisory Inc. provides investment advisory and portfolio management services primarily to individual clients and pension or profit-sharing plans associated with its affiliated business-management practice. The firm focuses on asset allocation and mutual fund/ETF analysis to create portfolios tailored to clients’ goals, with accounts reviewed quarterly and managed on a discretionary basis when appropriate.

Kenneth Gillespie is a financial advisor at Hermosa Wealth Management with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Hermosa Wealth Management, he worked at Oppenheimer & Co. Inc. and Garv, Inc. He also owns a tax preparation and bookkeeping business, Hermosa Tax Inc. Hermosa Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses fundamental and technical analysis to tailor investment programs based on client goals and risk tolerance and offers educational seminars and workshops to the public.

Arthur Kraus is a ChFC®-designated financial advisor with over 53 years of industry experience. He has been with Capital Intelligence Advisors, Inc. since 2004 and is also affiliated with LPL Financial, LLC. Kraus conducts seminars on financial planning topics for businesses and associations. Capital Intelligence Advisors provides financial planning services to individuals, families, small businesses, and institutional clients, including pension plans and foundations. The firm focuses on delivering written financial plans and ongoing planning engagements without discretionary portfolio management or custody of client assets.

Scott Sitrin is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Sitrin Capital Management, LLC since 2016, where he is one of four advisors. Sitrin Capital Management, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a top-down investment approach focused on identifying leading sectors within the S&P 500 and selecting individual equities, complemented by fundamental, technical, and cyclical analysis.

Darrach Mc Carthy is a financial advisor at Victus Capital Wealth with 23 years of industry experience. He holds a Series 66 designation and has been with Victus Capital Wealth since 2010. Outside of his advisory role, he serves as CFO and director of his wife’s public relations firm, Lucia Singer Public Relations, managing its books on a part-time basis. Victus Capital Wealth serves individuals, trusts, retirement plans, and corporate entities by providing portfolio management, retirement plan consulting, and access to third-party money managers. The firm employs a combination of fundamental and technical analysis and offers a range of investment strategies, including discretionary management and private equity allocations, while also sponsoring a pooled investment vehicle focused on qualified opportunity zone real estate.

Adam Scott is a financial advisor at Argyle Capital Partners, LLC in Los Angeles, CA, holding a Series 66 designation with 21 years of industry experience. He has been with Argyle Capital Partners since 2012. Outside of his advisory role, Scott serves as president of the Barrington Court Homeowners Association. Argyle Capital Partners is an SEC-registered investment adviser managing discretionary portfolios for individuals, corporations, small businesses, and retirement plan sponsors. The firm employs an active, total-return approach using index funds, equities, and fixed income, tailoring allocations to clients’ risk tolerance and preferences, and offers a broad range of planning and consulting services.

Thomas Smith is a CFP® professional with two years of experience at Vita Wealth Advisors, LLC and over a decade of prior experience at The Northern Trust Company. He is based in Manhattan Beach, CA. Vita Wealth Advisors offers wealth management and investment services to high-net-worth individuals and various family-related entities, employing discretionary portfolio management that incorporates factor investing and quantitative methods. The firm operates as a small, two-person team providing both traditional and specialty services, including divorce financial analysis and formal written wealth plans.

Xi Zhang is a financial advisor at Aligne Wealth Advisors Investment Management (AWAIM) in Los Angeles, CA, holding a Series 66 designation with two years of industry experience. Prior to joining AWAIM, Zhang worked at LPL Financial for three years and has diverse experience including roles outside finance such as with M.A.D Dance & Music. Aligne Wealth Advisors Investment Management manages approximately $224 million for around 200 clients, including individuals, trusts, business entities, charitable organizations, and retirement plans. The firm employs a discretionary investment approach based on proprietary global macroeconomic research, utilizing model portfolios primarily composed of mutual funds and ETFs.

Edward Berry is a financial advisor at GreenShields Capital LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GreenShields Capital since 2017. Prior to that, he spent a decade at Questar Asset Management and Questar Capital Corporation. Berry is also the president and founder of Youth Awakening Ministries, a nonprofit organization. GreenShields Capital serves individual and high-net-worth clients as well as employer-sponsored retirement plans, managing approximately $177 million across about 140 accounts. The firm employs a discretionary investment approach guided by customized Investment Policy Statements, using mutual funds, ETFs, equities, and TIPS based on a blend of fundamental, quantitative, technical, and cyclical analysis.

Mark Choate is a financial advisor at Malaga Cove Capital, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Malaga Cove Capital since 2008. Prior to that, he was retired starting in 2007. Malaga Cove Capital provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm focuses on capital growth using a primarily equity-based, long-term buy-and-hold strategy supplemented by active management and periodic rebalancing.

Donald Hance Jr. is a CFP® with 11 years of industry experience, currently serving at Glenmore Financial, Inc and its branded practice, LifeSighted. He has worked at Lifesighted since 2017 and was previously with Navigoe, LLC from 2014 to 2018. At Navigoe, he was involved in creating and communicating financial planning strategies for clients. Glenmore Financial is a fee-only advisory firm that serves individuals and families, with a focus on young professionals through LifeSighted. The firm offers comprehensive financial planning and investment management, emphasizing tax-aware strategies and low-cost investment options such as index mutual funds and ETFs.

Jerry Madrid is a CFP® professional with 23 years of industry experience, currently serving at Madrid Retirement Advisors in Manhattan Beach, CA. He has worked at LPL Financial LLC since 2009 and founded Madrid Financial Services in 2015. Outside of advisory services, he is president of Full Circle Media, a non-investment-related business. Madrid Retirement Advisors provides portfolio management and investment advice primarily to high net worth individuals through a wrap-fee asset management program. The firm offers tailored investment strategies using a combination of fundamental, technical, cyclical, and charting analyses, and manages accounts on both discretionary and non-discretionary bases.

Pat Wang is a financial advisor at Shearwater Capital with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with TD Waterhouse Investor Services Inc since 1999. Shearwater Capital serves individuals, families, high-net-worth clients, qualified retirement plans, and trusts by providing investment management, comprehensive financial planning, and investment supervisory services. The firm employs a scientific, long-term investment strategy emphasizing global diversification, tax efficiency, and low-cost passive funds, primarily utilizing Dimensional Fund Advisors’ products.

Alfred Walsh IV is a CFA® charterholder and holds a Series 63 license, with one year of industry experience. He has worked at Malaga Cove Capital, LLC since 2024 and previously spent a year with Fidelity Investments. Malaga Cove Capital, LLC provides discretionary investment management and retirement-plan investment services to individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $311 million across about 218 client relationships, focusing on equity-oriented portfolios combined with fixed income and other instruments for diversification, and offers ERISA 3(38) investment management services.

Adam Shipley is a financial advisor at NorthWoods Financial Partners LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Perch Capital, LLC and National Asset Management. Shipley is also active as a registered representative at Emerson Equity LLC. NorthWoods Financial Partners LLC, founded in 2024, provides discretionary and non-discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services primarily to individual clients. The firm’s investment programs are tailored to clients’ goals, time horizons, and risk tolerances, and employ a variety of analytical strategies with portfolios managed on either a discretionary or non-discretionary basis.

Miles Rader is a financial advisor at Willner & Heller LLC with three years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at MAP Strategic Wealth Advisors and UBS Financial Services. Outside of finance, he has experience working in the restaurant industry at Wood Ranch BBQ and Grill and Marugame Udon. Willner & Heller LLC provides discretionary investment management services to individuals, pension and profit-sharing plans, and charitable organizations. The firm offers tailored portfolios overseen with regular reviews, incorporating a range of securities and allowing strategies such as margin borrowing and pledging of securities.