Matthew Martinez is a financial advisor at Opus Private Wealth Group, LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at Opus since 2014, following 14 years at Ameriprise. Outside of his advisory role, he is CEO of Legacy Private Wealth LLC, where he helps educate clients on income tax reduction strategies and estate planning concepts, and he also engages in vintage trailer restoration through a separate business. Opus Private Wealth Group provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary wrapped accounts using a variety of analysis techniques and offers tax-efficient strategies, combining a wrap fee program with insurance services to address diverse client needs.

Edward Barnett II is a financial advisor with Newbury Capital Management, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Newbury Capital Management since 2009. Outside of his advisory role, he is an investor and owner in a restaurant business. Newbury Capital Management provides investment advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $144 million across roughly 399 client relationships, offering a range of portfolio strategies that include individual securities and funds, with regular monitoring and both discretionary and non-discretionary account management.

Aleksandar Kelly is a financial advisor at Life UnLocked Partners LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at L & A Holdings LLC, Jaguar Land Rover Santa Monica, and Culver City Honda. Outside of his advisory role, Kelly is the CEO of L & A Holdings LLC, a consulting business that provides services to families with children who have developmental disabilities. Life UnLocked Partners serves individuals, high-net-worth clients, families, trusts, estates, and other business entities with financial planning, investment monitoring, and recommendations. The firm employs a value and dividend-focused investment strategy aimed at income replacement and longer-term appreciation, supported by structured onboarding and ongoing client education.

Kevin Martinez is a financial advisor at Scout Wealth Advisors LLC with experience in the banking and financial services industry since 2009. Prior to joining Scout Wealth Advisors, he held positions at Bank of America, City National Bank, and First Citizens Bank. Scout Wealth Advisors serves individuals, trusts, retirement plans, and business clients by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored fiduciary approach focusing on long-term positioning using fundamental and technical analysis, with a preference for ETFs, equities, and mutual funds.

Troy Broyles is a financial advisor with Mogul Wealth Management, Inc. in Manhattan Beach, CA, holding a Series 66 designation and seven years of industry experience. His career includes roles at LPL Financial LLC and CETERA Advisor Networks LLC. Outside of finance, he is a business owner of Air Mates, a non-investment-related enterprise. Mogul Wealth Management provides investment supervisory services, financial planning, and pension consulting to individuals, including high-net-worth clients, retirement plans, and business entities. The firm employs fundamental and cyclical analysis to build diversified portfolios and conducts regular client reviews with semi-annual reporting.

Joanne Nishiyama is a financial advisor at Insight Investment Counsel with 26 years of industry experience. She holds a Series 66 designation and previously worked at Purshe Kaplan Sterling Investments, Inc. and The Kinney Group, LLC for 11 years each. Insight Investment Counsel manages approximately $245.7 million across about 92 client accounts, providing individualized portfolio management to a diverse client base including high-net-worth and non-high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and other investment advisers. The firm’s investment approach focuses on asset allocation, fundamental analysis, and utilizes mutual funds and ETFs with both long- and short-term strategies.

Christopher De Lorimier is a financial advisor at O'Connor Wealth Management, Inc. in Monrovia, CA, holding Series 65 and Series 66 licenses with 12 years of industry experience. He also operates Crown City Tax Planning as a sole proprietor, providing tax preparation and planning services, and is licensed as an independent insurance agent, occasionally underwriting life insurance and annuity products. O'Connor Wealth Management serves individuals, including high-net-worth clients, trusts, estates, and charitable organizations, offering discretionary investment management combined with ongoing financial planning. The firm focuses on long-term strategic asset allocation and customized portfolios using a variety of investment vehicles, managing accounts with continuous oversight and client-specific restrictions.

Peter Heilbron is a CFA® charterholder with 14 years of industry experience. He is the sole advisor at Trace Wealth Advisors in Los Angeles and has held positions at Northern Trust Wealth Management, LPL Financial, and YDS Investments LLC, where he serves as Interim CFO consulting on estate planning, tax planning, and real estate investments. Trace Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and access to separately managed accounts through LPL Financial’s Manager Select program. The firm employs a tailored investment approach focused on ETFs and mutual funds, using fundamental analysis and modern portfolio theory alongside long-term purchase strategies.

John O'Connor is a financial advisor with O'Connor Wealth Management, Inc. in Monrovia, CA, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with O'Connor Wealth Management since 2012 and previously worked at Reged Financial Training. Additionally, he is licensed as an insurance agent and occasionally underwrites term life insurance and annuity products. O'Connor Wealth Management serves individuals, trusts, estates, and charitable organizations, offering a Wealth Management Service that combines discretionary investment management with ongoing, issue-specific financial planning. The firm emphasizes strategic, long-term asset allocation and creates customized portfolios using a range of investment vehicles while managing client accounts on a discretionary basis.

Steve Jurman is a financial advisor at SimplyRich in Burbank, CA, holding a Series 65 designation with eight years of industry experience. He has been self-employed since 2013. SimplyRich is a small SEC-registered advisory firm that provides financial planning and personalized investment management to individual and high-net-worth clients. The firm emphasizes broad diversification and a primarily long-term investment approach while maintaining flexibility to rebalance or trade shorter term as needed.

Travis Henry is a financial advisor with Factory Capital LLC in Los Angeles, CA, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Cresset Asset Management, True Capital Management, and Morgan Stanley. Factory Capital LLC provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and OCIO-style investment management to institutional and other clients. The firm emphasizes portfolio construction through allocations to third-party managers and outsourced solutions, employing both active and passive strategies across a range of asset classes.

Jeff Fang is a CFP® with 24 years of industry experience. He has been with Aqua Capital Advisors since 2009 and previously worked at Merrill from 2002 to 2009. The firm provides fee-only wealth management and financial planning primarily to individual and family clients, including both high-net-worth and non‑HNW households. Aqua Capital Advisors constructs customized portfolios using diversified, low-cost ETFs and tax-aware strategies, and for select high-net-worth clients, it may include private funds and limited option strategies.

John Koudsi is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is a managing member and strategist of Trojan Storage, a commercial storage firm, and also serves as managing member of 31Ten Lounge, a restaurant and lounge in Santa Monica. He has worked at Counterpoint Mutual Funds, LLC since 2014 and Core Financial Partners Inc. since 2010. Core Financial Partners is an SEC-registered adviser serving individuals, pension and profit-sharing plans, corporations, and insurance company clients. The firm provides financial planning, consulting, and wrap-fee asset management, constructing portfolios with mutual funds, ETFs, individual securities, and a range of private and alternative investments.

Dixon Karmindro Sr. is a financial advisor at Mainstream Capital Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Blue Dog Capital Management, Cheviot Value Management, and Raymond James Financial. In addition to his advisory work, he is involved in business consulting through Dissonance Capital and is a passive investor with Mainstream Capital Partners. Mainstream Capital Management serves individual clients, high-net-worth households, and businesses, providing financial planning and discretionary portfolio management across a range of asset classes. The firm emphasizes fundamental security analysis and tactical asset allocation, employing alternative strategies such as long/short approaches and selective use of leveraged or inverse funds.

Ariel Hartounian is a financial advisor at Acap Asset Management, Inc. in Studio City, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Acap Asset Management, he worked at Portfolio Management LLC for one year and was a student for nine years. Acap Asset Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, tax planning and preparation, and personalized bookkeeping, using a process that incorporates both fundamental and technical analysis tailored to clients’ objectives and risk tolerance.

Rajiv Sharma is a financial advisor with Polestar Capital LLC in Los Angeles, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has held positions at TCBI Securities, Texas Capital Bank, and B. Riley FBR, Inc., and has been with Polestar Capital since 2007. He also serves as Managing Director of Equity Research at Texas Capital Bank. Polestar Capital LLC manages investment limited partnerships and separately managed accounts for high-net-worth individuals, institutions, trusts, endowments, and pension plans. The firm focuses on opportunistic trading in equity and equity-related securities, emphasizing short-term realized gains through strategies including leverage, short sales, and options.

Guillermo Roditi Dominguez is a financial advisor at New River Investments with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Roditi & Roditi, LLC since 2012 and New River Investments Inc. since 2011. New River Investments provides discretionary portfolio management to individuals, high-net-worth clients, and certain business entities through separately managed accounts and a related-person private fund. The firm employs a multifaceted investment approach combining charting, fundamental, technical, cyclical, and statistical analysis, utilizing strategies such as long and short trading, margin transactions, and options writing.

Sen Zhang is a financial advisor at Corrigit Capital Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Elite Advisors LLC and Sunstone Management, Inc. He is also a licensed California real estate agent and part-time insurance agent. Corrigit Capital Group provides discretionary investment management and advisory services to high-net-worth individuals, charitable organizations, and businesses. The firm manages portfolios using a combination of fundamental and technical analysis and offers personalized investment strategies through a three-advisor team.

Evan Pan is a CFA® charterholder with 11 years of experience in the financial industry. He is currently with Tax Efficient Asset Management Solution, Inc., where he has worked since 2018, and also serves as a board member and finance committee chair for two nonprofits, Options for Learning and Joni and Friends Foundation. His prior experience includes roles at Fuller Investment Management Company and Pan Global Advisers. Tax Efficient Asset Management Solution, Inc. serves high-net-worth individuals and corporate clients with tax-focused portfolio management, financial and estate planning, and investment policy statement development. The firm employs a phased, multidisciplinary process integrating proprietary software, cash-flow and estate optimization, and fiduciary coaching, while typically delegating day-to-day asset management to third-party managers.

Thomas Koch is a financial advisor at Hall Capital, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hall Capital since 2024. Koch is also the managing member of Trancoso Capital Management LLC, an exempt California registered advisor serving as the general partner and investment advisor to Trancoso Partners LP. 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 an investment approach that includes fundamental analysis, active trading, and the use of leverage and derivatives within individualized portfolios.