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.

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.

David Matthew is a financial advisor at Bruin Wealth Advisors LLC with a Series 65 designation. He has experience working at firms including Goldberg & Company, SingerLewak, KPMG, and PwC. Outside of his advisory role, he is the manager and majority owner of 4250 Properties, Inc., a tax consulting company. Bruin Wealth Advisors serves individuals, high-net-worth clients, and institutional entities, offering portfolio management, pension consulting, financial planning, and access to third-party advisory strategies. The firm uses a variety of investment methods and provides both discretionary and non-discretionary management, including referrals to third-party managers and private funds.

Nitin Thakkar is a financial advisor at R Tech Advisors, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with R Tech Advisors since 2008. R Tech Advisors provides comprehensive financial planning, investment portfolio management, and consulting services to individuals, privately held businesses, and pension and profit-sharing plans. The firm delivers customized, non-discretionary advice and offers fiduciary services, estate planning, and business consulting, with a focus on client education and periodic account monitoring.

Neeka Miremadi is a financial advisor at Attainable Wealth with a Series 65 credential and one year of industry experience. Prior to joining Attainable Wealth, she worked at Urban Wealth Management and contributed to the CSUN VITA Clinic. Attainable Wealth offers investment advisory and financial planning services to individuals, high-net-worth clients, and some businesses. The firm employs a core passive investment approach utilizing index mutual funds and ETFs with factor tilts and partners with third-party money managers to implement client portfolios.

Veronika Lysyanska is a financial advisor at Dishmi Capital, LLC with nine years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, TD Ameritrade, Caerus Investment Advisors, and Rillhurst Capital. Dishmi Capital provides discretionary investment management and advisory services to individuals, trusts, business entities, and employer-sponsored retirement plans. The firm combines a wrap-fee portfolio program with pension consulting and institutional portfolio management, employing a range of investment strategies tailored to client objectives and risk tolerances.

Joanie Morioka is a financial advisor with Kondo Wealth Advisors, Inc in Pasadena, CA, holding a Series 66 designation and 22 years of industry experience. She has been with Kondo Wealth Advisors since 2007 and Purshe Kaplan Sterling Investments since 2011. Kondo Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses both fundamental and cyclical analysis across various asset classes and combines portfolio management with planning and consulting, managing approximately $365 million in discretionary assets.

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.

Cynthia Aragon is a financial advisor with Brentview Investment Management, LLC, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. She has worked with several firms including Cavu Securities LLC and Altegris Investments. Outside of her advisory role, she operates a legal practice as a sole proprietor, providing compliance consulting and general legal advice. Brentview Investment Management serves high-net-worth individuals and institutional clients with discretionary separate-account portfolio management, specializing in a bottom-up, fundamentally driven Dividend Growth investment approach across U.S., global, and international developed markets. The employee-owned firm is notable for its minority business enterprise certification and extensive distribution through multiple wrap-fee and unified managed account platforms.

Jack Andrews III is the sole advisor at Athena Investment Management in Pasadena, CA, holding a Series 65 credential and bringing 28 years of industry experience. He has been with Athena Investment Management since 1990. Athena Investment Management provides comprehensive investment advisory and portfolio management services to individual and institutional clients, including high-net-worth individuals, family-controlled LLCs, IRAs, trusts, 401(k)s, charitable foundations, and donor-advised funds. The firm manages portfolios individually with a focus on after-tax total return, using a defined equity universe and a relative-value, earnings-based stock selection process, complemented by tactical allocation adjustments and limited turnover.

Jose Portillo is a financial advisor at Southland Equity Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including R H Investment Corporation, Inc. and R M Duncan Capital Management. Outside of his advisory role, he serves as CFO for R M Duncan Securities and R M Duncan Capital Management, handling financial reporting and compliance tasks. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, and retirement consulting. The firm utilizes a combination of fundamental and technical analysis to manage primarily discretionary portfolios and evaluates third-party managers for specific asset classes.

Jeffrey Richter is a financial advisor at Ares Financial Consulting LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ares since 2016, with prior experience at Pacific Coast Fiduciary, LLC. He is also licensed as an insurance broker, providing life, disability, long-term care, and health insurance to clients. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, diversified investment approach based on Modern Portfolio Theory.

Mary Kusnic is a financial advisor at Victus Capital Wealth with 27 years of industry experience. She has held her current role since 2012 and holds Series 63 and Series 65 licenses. Kusnic serves on the Board of Directors for the Century City Chamber of Commerce, a nonprofit organization. Victus Capital Wealth provides portfolio management and retirement plan consulting to individual and high-net-worth clients, trusts, pension plans, and business entities. The firm uses a blend of fundamental, technical, and cyclical analysis in its investment approach, combining long-term and trading strategies with options, margin, short sales, and private equity allocations when appropriate.

Laura Robayo is a CFP® professional with six years of industry experience, currently serving at Silver Oak Wealth Advisors Services, LLC since 2018. Her prior work includes roles at Save-On Insurance Service Inc and running a daycare business, Bubbles N Colors. Silver Oak Wealth Advisors Services, LLC provides integrated wealth management, financial planning, investment management, and consulting to individuals, high-net-worth families, trusts, charitable organizations, and businesses. The firm employs a Family CFO process with both passive and active investment strategies, focusing on clients undergoing significant financial transitions and incorporating behavioral and psychological considerations in its approach.

Edward Zubow is a financial advisor at Wedbush Securities Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wedbush Securities since 2004. Outside of his advisory role, he is a partner and trumpet player in a band called Shallow Water Music LLC and owns EZ Money BBQ, LLC, a business selling barbecue spices. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting both discretionary and non-discretionary managed accounts.

David Zuckerman is a CFP®-certified financial advisor with 22 years of industry experience, currently serving at Zuckerman Capital Management, LLC since 2008. He is licensed as an independent insurance agent in California and occasionally writes fixed insurance policies, though this activity comprises less than 5% of his work hours. Zuckerman Capital Management serves individual investors—including high-net-worth clients—along with trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a diversified investment approach blending modern portfolio theory with established investment principles, utilizing actively managed mutual funds and ETFs on an institutional platform with access to specialized third-party managers.

Hilal Yilmaz is a CFA® charterholder with one year of industry experience. She is currently an advisor at Quantitative Financial Strategies and also affiliated with XYPN Sapphire. Her prior experience includes roles at Forward Wealth Management, Inspicio, LLC, and Insight Investment Counsel. Quantitative Financial Strategies serves individual and high-net-worth clients with fee-only investment and wealth management services, emphasizing asset allocation and modern portfolio theory through a blend of passive and active strategies. The firm integrates technology, including AI tools, to support discretionary portfolio management and comprehensive financial planning.