Eric Zurbrugg is a CFP® with 21 years of industry experience, currently serving as an advisor at IFC Advisors LLC since 2024. He previously worked at Wells Fargo Bank and Wells Fargo Clearing Services, LLC from 2004 to 2024. Outside of his advisory role, Zurbrugg is a team manager for a local soccer club. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies and is notable for operating special purpose vehicles and private fund vehicles.

Nicholas Wolf is a CFP® with nine years of industry experience, currently affiliated with Forefront Wealth Partners. His prior roles include positions at Morgan Stanley, KeyBank, and Manhattan West Asset Management. Outside of finance, he is involved in pet services, specifically dog walking and boarding. Forefront Wealth Partners is a registered investment adviser that provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and businesses. The firm offers customized investment policies and estate-planning coordination, with additional services including tax, insurance, and retirement-plan support.

Matthew Humiston is a financial advisor at AMI Asset Management Corp in Los Angeles, CA, holding a Series 65 designation with 25 years of industry experience. He has been with AMI Asset Management since 2000. Outside of his advisory role, he is a one-third partner in HUMATA Partners and BPM Partners, partnerships focused on real estate investments, spending less than 10% of his time on these activities. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, managing equity and fixed-income strategies through a fundamental, bottom-up research process. The firm serves a variety of clients, including high net worth individuals and pension plans, and is notable for its role as a private fund adviser and manager of pooled vehicles.

Jason Scott is a financial advisor at L & S Advisors, Inc. with eight years of industry experience. He holds the Series 65 designation and has been with L & S Advisors since 2012 in various roles. L & S Advisors serves individuals, trusts and estates, charitable organizations, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tactical and unconstrained investment approach, incorporating fundamental, cyclical, and technical analysis and utilizing strategies such as concentrated equity portfolios, ETF blends, alternatives, and options.

Mark Benavides is a financial advisor at Tamar Securities, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pfs Investments Inc. and Primerica Financial Services. Tamar Securities advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Neil Unger is a Certified Financial Planner (CFP®) with five years of industry experience. He is currently affiliated with AIRE Advisors, LLC and has prior experience at Alliance Advisory & Securities, LLC, David S Reinders, Inc., and Kaiser Permanente. AIRE Advisors, LLC manages approximately $1 billion in client assets, serving individual clients, high-net-worth individuals, family-office clients, employer retirement plans, and brokerage customers. The firm offers comprehensive wealth management and investment consulting, utilizing a strategy focused on strategic asset allocation and Modern Portfolio Theory across various asset classes.

Luca Pasquini is a financial advisor at Checchi Capital Advisers, LLC with two years of industry experience. He holds a Series 65 designation and has previous experience at LPL Financial. Prior to his advisory career, he worked at Rita's Italian Ice. Checchi Capital Advisers provides discretionary portfolio management and sub-advisory services to high-net-worth individuals, foundations, trusts, pension and profit-sharing plans, insurance-dedicated funds, and other investment advisers. The firm employs proprietary statistical and mathematical models along with an index-replication methodology to construct globally diversified equity and fixed-income portfolios focused on diversification, tax optimization, and low turnover.

Ronald Spence is a financial advisor at Atlantic Investments A Registered Investment Advisor, Inc with one year of industry experience. He has been with Atlantic Investments since 2024 and has a long career at Kaiser Permanente dating back to 1983. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm focuses on retirement planning, cash-flow and tax reviews, and estate planning, operating without discretionary trading authority and allowing clients to set investment restrictions in written policy statements.

Justin Yoo is a CFA® charterholder and financial advisor with Blue Zone Wealth Advisors, LLC in Los Angeles, CA. He has experience in the financial industry dating back to 2015, including roles at Titan Global Capital Management, YipitData, Kensho Technologies, and Roubini Global Economics. His career also includes two sabbaticals between 2017 and 2025. Blue Zone Wealth Advisors serves individuals, high-net-worth clients, trusts, employer retirement plans, and business entities, managing approximately $565 million across 170 client relationships. The firm uses a variety of analytic methods to tailor portfolios and offers services ranging from comprehensive asset management to specialized planning for business owners and complex households.

Andrew Kim is a financial advisor at AMI Asset Management Corp in Los Angeles, CA, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining AMI Asset Management, he held various roles in technology and solar energy companies. AMI Asset Management provides discretionary portfolio management to a range of individual and institutional clients, employing a fundamental, bottom-up research approach across multiple equity and fixed-income strategies. The firm manages $1.925 billion in assets with nine advisors and is notable for its role as a private fund adviser and manager of pooled vehicles.

Mikyla Martinez is a financial advisor at Atlantic Investments A Registered Investment Advisor, Inc. with one year of industry experience. She has worked concurrently at Kaiser Permanente since 2000. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm emphasizes retirement planning, cash-flow and tax reviews, and estate planning, while acting as a liaison to external managers without managing client assets directly.

David Trejo is a financial advisor at Total Wealth Services, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TD Ameritrade, Scottrade, and Real Talk Capital. Outside of finance, he is a minority owner and executive producer at Viscape Arts, LLC. Total Wealth Services, LLC provides financial planning, consulting, and discretionary wealth and portfolio management to individual investors, trusts, estates, and charitable organizations. The firm employs a manager- and style-agnostic approach, allocating assets across independent subadvisors and diversified investments tailored to client-specific circumstances.

Simone Liu is a financial advisor at AIRE Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, Liu serves as CEO of The Golden Resource LLC, an import/export business. AIRE Advisors manages approximately $1 billion in client assets, serving individual and high-net-worth clients, family offices, employer retirement plans, and brokerage customers. The firm’s investment approach focuses on strategic asset allocation and Modern Portfolio Theory, utilizing a broad range of asset classes and third-party managers, with services offered on both discretionary and non-discretionary bases.

Loren Gesas is a financial advisor at RVW Wealth LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with RVW Investing since 2010. RVW Wealth provides discretionary investment management to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental research approach, focusing on ETFs and mutual funds for equities and bonds, and maintains active portfolio supervision through a team-based review process.

Andrew Scott is a financial advisor at Tamar Securities, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Ameritas Advisory Services, Ameritas Investment Company, and Capstone Financial Group. Outside of his advisory role, he is active as a tasker with Taskrabbit. Tamar Securities, LLC advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Steven Zorn is a financial advisor with Oder Investment Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with Oder Investment Management since 2014, during which time the firm has evolved from Oder & Stewart Investment Management. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm uses Modern Portfolio Theory, combining active and passive management with global diversification and periodic rebalancing to pursue capital growth aligned with client risk tolerance.

Cristian Mundy is a financial advisor at Life Line Wealth Management LLC in Beverly Hills, CA, holding Series 63 and Series 66 licenses with 15 years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, Mundy coaches youth basketball at the Hollywood Recreation Center. Life Line Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, and privately held small businesses. The firm employs a Modern Portfolio Theory-based, buy-and-hold investment approach using primarily passive ETFs, with customized portfolios managed on a discretionary basis.

Lori Day is a financial advisor at Integrity Financial Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Blue Ocean Capital Management, Virtue Capital Management, and Horter Investment Management. Lori is also the owner of Day Street Financial & Insurance Services, where she sells insurance annuities and Medicare Advantage plans. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing portfolio management through third-party managers along with financial consulting and retirement advice. The firm emphasizes active, discretionary management using model portfolios and affiliated third-party managers, offering ongoing monitoring and performance reporting.

Clint Urso is a financial advisor with Atlantic Investments A Registered Investment Advisor, Inc. in Los Angeles, CA, holding a Series 65 designation and 16 years of industry experience. He has been with Atlantic Investments since 2010 and maintains an ownership and agent role in Atlantic Financial Insurance Services, an insurance sales and services business. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm does not manage assets directly but delivers financial plans, performs periodic reviews, and allows clients to impose investment restrictions documented in written policy statements.

Lawrence Konis is a financial advisor at Mapleton Capital Management, LLC with 27 years of industry experience. He has been with Mapleton since 1999 and also maintains a role at Ocean Park Capital Management, LLC where he has worked since 1997. Mapleton Capital Management provides discretionary portfolio management to high-net-worth individuals, family offices, and trusts, and serves as adviser to several privately offered pooled investment funds. The firm employs a fundamental research-based investment process that includes active trading strategies such as short positions, options, and opportunistic use of leverage.