Lee Weinstein is a financial advisor at Innovative Wealth Building LLC with one year of industry experience. He has previously worked at Marcum and has been associated with LMW Financial since 2013. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a long-term investment approach guided by fundamental analysis and modern portfolio theory and offers tailored investment programs with regular monitoring and reporting.

Jesse Picunko is a CFA® charterholder with eight years of industry experience. He has worked at RVW Wealth LLC since 2019 and previously held roles at Merrill Lynch and Bank of America. RVW Wealth LLC provides discretionary investment management to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a fundamental research approach, focusing on ETFs and mutual funds for equities and fixed income, and maintains active portfolio supervision through a team of investment professionals.

Janika Domingo is a financial advisor at Manchester Financial Inc with a Series 65 designation and four years of industry experience. She has worked at Manchester Financial since 2020 and previously held roles at Urban Wealth Management and California State University, Northridge. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm uses individualized client profiles and multiple asset-allocation models to manage investments across various asset classes, employing both long- and short-term strategies where appropriate.

Ayodeji Egbeyemi is a financial advisor with Redwood Wealth Management, LLC in Santa Monica, CA, holding a Series 65 designation and six years of industry experience. He has worked at Redwood Wealth Management since 2018 and previously held roles with Farmers Insurance and the Los Angeles Clippers. Redwood Wealth Management provides discretionary portfolio management and financial planning to individuals, corporations, and other entities. The firm tailors investment policies based on client questionnaires and employs a mix of fundamental, technical, and cyclical analysis, offering access to a broad range of investments including proprietary Special Purpose Vehicles.

Michelle Gruber is a financial advisor at Alteri Wealth with 23 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and Bank of America, N.A. Gruber is also involved in client acquisition, investment management, and relationship management roles at both Alteri Wealth and Purshe Kaplan Sterling Investments. Alteri Wealth provides discretionary and non-discretionary investment management and financial planning services to affluent individuals, families, and institutional clients, including business owners, athletes, physicians, entrepreneurs, and entertainment industry executives. The firm employs a fundamental, long-term investment approach and manages approximately $566 million in assets.

Ofer Ben Menahem is a financial advisor at L & S Advisors, Inc. in Los Angeles, CA, holding Series 63, 65, and 66 licenses with 16 years of industry experience. His prior firms include RVW Wealth, LLC, First Foundation, and Mercer Advisors. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach utilizing various strategies and asset classes, including derivatives and margin in managed accounts, and manages about $1.16 billion across more than 1,000 client accounts.

Richard Beale is a financial advisor with Ocean Park Capital Management, LLC, holding 27 years of industry experience. He has worked at Ocean Park Capital Management since 1997 and Mapleton Capital Management since 1999. Ocean Park Capital Management provides investment management exclusively to pooled investment vehicles, including its Ocean Park Fund and a third-party pooled fund. The firm employs a fundamental research-driven approach focused on early inflection points and uses an aggressive trading style with short-term trading, short sales, options, and leverage within broad fund mandates.

Paul Matheson is a financial advisor with Cheviot Value Management, LLC, holding a Series 63 designation and over 50 years of industry experience. He previously worked at Wedbush Morgan Securities for 13 years before joining Cheviot in 2022. Cheviot Value Management provides discretionary investment management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach with fundamental analysis, diversification, and tactical strategies, while also offering financial planning, budget coaching, and access to an insurer-consultation platform.

Charles Hastings is a financial advisor at Checchi Capital Advisers, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has held previous positions at multiple B. Riley entities as well as National Securities Corporation. Hastings serves as a board director for Applied Digital. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and a variety of institutional clients. The firm employs a quantitatively driven investment process using proprietary models to construct globally diversified portfolios, offering strategies including core global index replication, risk parity, and opportunistic derivative use.

Jon Rehurek is a CFP® certificant with 14 years of experience in the financial services industry. He has been with Alliance Advisory & Securities, LLC since 2015. Alliance Advisory & Securities, LLC provides investment management and financial planning primarily to individual clients, including high-net-worth individuals, as well as trusts, pension plans, charitable organizations, and other pooled vehicles. The firm’s investment process uses diversified model allocations and modern portfolio theory, offering both discretionary and non-discretionary portfolio services across various model groups and individual-security strategies.

Andy Chong is a CFA® charterholder with six years of industry experience. He has been with Highline Wealth Partners since 2020 and previously worked at BNY Mellon from 2016 to 2019. Highline Wealth Partners is a registered investment adviser that serves individuals, trusts, foundations, retirement plans, and various business entities. The firm offers investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, with portfolio decisions centralized through an Investment Committee.

Michael Sanchez is a financial advisor with Integrity Financial Corporation in Malibu, CA, holding Series 65 and Series 63 licenses and bringing 37 years of industry experience. His prior roles include positions at Lido Advisors, LLC and Banyan Tree Securities, LLC. He serves as a director and corporate secretary for the Father Bill Moore Foundation for the Arts, a nonprofit supporting artists and community arts programs. Integrity Financial Corporation serves individuals, families, family offices, business owners, corporate retirement plans, and charitable organizations by providing investment and wealth management, financial and legacy planning, and consulting services. The firm uses a Modern Portfolio Theory framework with a mix of indexed and actively managed funds, and it offers access to alternative strategies and private funds for qualified clients.

Grace Kreifels is a financial advisor at Hill Investment Group in Santa Monica, CA, holding a Series 63 designation with 12 years of industry experience. She previously worked at Dimensional Fund Advisors from 2016 to 2024 and joined Hill Investment Group and Quasar Distributors, LLC in 2024. Kreifels also serves as Lead Advisor at Hill Investment Group Partners, LLC, focusing on managing relationships and team resources. Hill Investment Group provides investment management and financial planning services to individuals, high-net-worth clients, families, and institutions, including ERISA retirement plans. The firm employs a long-term, rules-based investment approach grounded in Modern Portfolio Theory, utilizing diversified no-load mutual funds, ETFs, and proprietary strategies such as boxed-options liquidity and management of held-away accounts.

Caroline Zimmer is a financial advisor at Angeles Wealth Management, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates Inc. Caroline’s background includes four years at the University of Southern California. Angeles Wealth Management provides discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm typically acts as a manager-of-managers, allocating client capital to model portfolios and third-party managers while incorporating alternative investments through private funds and fund-of-fund structures.

Nathan Mescobi is a financial advisor at AIRE Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has worked in various roles including at FKGB Accounting and the Law Offices of Joseph Miskabi. AIRE Advisors manages approximately $1 billion in client assets and serves individual clients, family offices, employer retirement plans, and brokerage customers. The firm provides wealth management and investment consulting services, utilizing strategic asset allocation and Modern Portfolio Theory across diverse investment vehicles.

Gregory Heller is a CFP® with 35 years of industry experience, currently serving at HCR Wealth Advisors since 2019. He has held positions at Investment Security Corporation and Heller Capital Resources Financial Insurance Services, Inc. Outside of his advisory work, he is involved in real estate development in Costa Rica through a managing membership in CR Project, LLC. HCR Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a mix of fundamental and technical analysis with both long- and short-term strategies, managing nearly $2 billion in client assets across a team of ten advisors.

Debra Bonseigneur is a financial advisor with BMB Advisers LLC in Los Angeles, holding a Series 65 designation and 26 years of industry experience. She has been with BMB Advisers since 1999 and is also a shareholder and officer at Freedman, Broder & Company Accountancy Corp., an accounting practice where she works full time. BMB Advisers primarily serves high-net-worth individuals in the entertainment industry and their related trusts, estates, and retirement accounts. The firm uses a long-term investment approach that favors passive equity exposure through mutual funds and ETFs, and it offers both direct portfolio management and a referral-based Independent Advisor Program.

Gorge Salcedo is a financial advisor at Tamar Securities, LLC with two years of industry experience. He holds a Series 65 designation and previously worked for seven years at Candu Plumbing & Rooter. Outside of his advisory role, he owns and operates a private fitness gym. Tamar Securities provides discretionary portfolio management, financial planning, and consulting services to a diverse client base, managing approximately $1.52 billion in assets through a multi-advisor team of 17.

Valentino Fehlmann is a CFP® with 20 years of experience in the financial services industry. He is currently with Hamilton Wealth, LLC and has previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in investment software development through QIA Partners LLC and serves as a trustee for his father's investment-related affairs. Hamilton Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate clients, providing discretionary portfolio management and retirement plan consulting. The firm combines wrap fee program sponsorship with retirement plan services and employs proprietary allocation models to tailor portfolios to client risk profiles.

Haiyang Zhang is a financial advisor with Checchi Capital Advisers, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Checchi Capital Advisers in various roles since 2012 and also worked at Arbor Court Capital LLC from 2013 to 2020. Checchi Capital Advisers provides discretionary portfolio management for high-net-worth individuals and various institutional clients, using a quantitatively driven investment process that incorporates proprietary models, ETFs, and tax-optimization strategies. The firm also offers sub-advisory services and manages insurance-dedicated pooled funds.