Yale Kofman is a financial advisor at Elyxium Wealth LLC in Beverly Hills, CA, holding Series 63, 65, and 66 licenses with seven years of industry experience. His prior roles include positions at BMO Family Office, BNY Mellon Wealth Management, First Republic, and J.P. Morgan Private Wealth Advisors. He serves on the board and executive committee of the Japan Society of Northern California, which fosters relationships between Japan and the San Francisco Bay Area. Elyxium Wealth LLC provides comprehensive wealth management and financial planning to individuals, high-net-worth clients, trusts, pension plans, and other entities. The firm employs a multi-faceted investment approach across traditional and alternative assets, manages portfolios, monitors third-party managers, and structures special purpose vehicles to gain indirect exposure to private companies.

Thomas Crecelius is a financial advisor at Joel R. Mogy Investment Counsel Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Joel R. Mogy Investment Counsel since 2019, following five years at Capital Group Companies. Joel R. Mogy Investment Counsel provides discretionary investment counseling and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm emphasizes client-oriented, long-term portfolio management based on fundamental analysis and a global perspective, focusing on cost-conscious, tax-aware strategies primarily involving equities and investment-grade bonds.

Angelica Spielman is a financial advisor at Manhattan West Asset Management, LLC with 10 years of industry experience. She holds the Series 65 and Series 63 designations and has worked at the firm since 2016. Outside of her advisory role, Angelica is involved with Fora Travel and the San Diego Jewish Academy. Manhattan West Asset Management serves individual and institutional clients, offering discretionary portfolio management, financial planning, and a Digital Asset Advisory Program. The firm employs a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis with strategic asset allocation across traditional and alternative investment strategies.

Emily Logan is a CFP® and Series 66-registered financial advisor with 15 years of industry experience. She is affiliated with California Capital Management and Purshe Kaplan Sterling Investments. Outside of her advisory roles, she serves as successor trustee for a family trust. California Capital Management provides investment advisory services to individuals, trusts, pension plans, and corporate entities. The firm offers customized portfolio management through a wrap fee program and retirement plan consulting, managing approximately $358 million in discretionary assets for a client base of several hundred accounts.

Hagop Karadanaian is a financial advisor at Lazari Capital Management, Inc. with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at institutions including Western Alliance Bank, Vanderbilt Financial Group, Merrill, Primerica, City National Bank, and Citigroup. Lazari Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and an affiliated private fund. The firm offers portfolio management, estate and retirement planning, pension consulting, and access to a broad range of investment strategies with both discretionary and quantitative approaches.

Victor Martinez is a financial advisor at Strategy Asset Managers L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Bank of America, and Merrill. Outside of advisory work, he is a member of Marstel Senior Homes LLC, which is involved in healthcare investments. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm employs a combination of fundamental equity selection, dividend-oriented and growth strategies, and quantitative approaches, managing accounts on a discretionary basis and offering family office services for ultra-high-net-worth families.

Victor Lin is a financial advisor with Griffinest Asia Asset Management, LLC in Pasadena, CA. He holds Series 63 and Series 66 designations and has 24 years of industry experience. Since 2012, he has also served as CEO of Griffinest Asia Securities, LLC. Griffinest Asia Asset Management primarily serves high-net-worth and qualified individual investors, as well as corporations and institutional clients, offering discretionary portfolio management and personalized financial planning. The firm customizes portfolios based on clients’ risk tolerances and objectives, managing approximately $10.27 million in assets across nine clients.

Thomas Hulick is a financial advisor with Strategy Asset Managers L.L.C. in Pasadena, CA, holding Series 65 and Series 63 credentials and bringing 30 years of industry experience. His prior work includes roles at NewBridge Securities Corporation, Holly Street Wealth Advisors, Worthpointe, First Foundation Advisors, Uvest Financial Services Group, UBS Financial Services, Banc of America Investment Services, and Morgan Stanley. He is also the founder and CEO of Hulick Capital Management, LLC, and manages an insurance agency focused on client insurance products. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients with portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm uses a combination of fundamental equity selection and quantitative strategies, manages private investment vehicles, and offers family office services for very large clients.

Kyle Fulton is a financial advisor at Seneca Private Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at LPL Financial and Finwell. Outside of advising, he is employed as a staff accountant and head of a data entry department at Fulton Management. Seneca Private Wealth, LLC provides investment and wealth management services along with financial planning to individuals, high-net-worth clients, and institutional entities. The firm emphasizes a risk-adjusted, tax-efficient investment approach combining active and passive strategies, with particular focus on retirement plan consulting and managing independent managers on behalf of clients.

Jason Lane is a financial advisor with Vance Wealth in Santa Clarita, CA, holding Series 65 and Series 66 licenses and nine years of industry experience. He has worked at Vance Wealth since 2020 and previously held roles at Raymond James Financial Services and Clear Structure Financial Technology. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations, managing approximately $893.6 million in assets. The firm’s investment approach focuses on long-term, fundamentally driven strategies with customized portfolios emphasizing ETFs and mutual funds, supplemented by individual securities and third-party managers as appropriate.

Hank Krakover is a financial advisor at Evolve Private Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Sanctuary Advisors. He is also a licensed insurance agent involved with Evolve Wealth Insurance LLC and serves as managing member of Krakover Wealth, LLC, a holding company with ownership interest in Evolve Private Wealth. Evolve Private Wealth provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets and employs a long-term investment approach using a diversified mix of low-cost mutual funds, ETFs, equities, bonds, alternative investments, and derivatives, supported by artificial intelligence decision tools.

Calvin Hedman is a financial advisor with Vance Wealth, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Catalina Capital Group LLC and EP Wealth Advisors and manages Hedman Partners LLP, a public accounting firm. Outside of advisory work, Hedman serves as co-chair of the Santa Clarita Valley Economic Development Corporation’s Board of Directors and is involved with Real Life Church’s finance committee. Vance Wealth provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term, fundamentally driven investment approach using customized portfolios of ETFs, mutual funds, individual securities, bonds, and third-party managers.

Maryam Khoshreza is an advisor at AIRE Advisors, LLC with five years of industry experience. Prior to joining AIRE Advisors in 2021, she worked at Macy's Inc. and Oaks Paper Product Company. AIRE Advisors manages approximately $1 billion in client assets, serving individual clients, family-office clients, employer retirement plans, and brokerage customers. The firm offers comprehensive wealth management and investment consulting, with an investment approach centered on strategic asset allocation and Modern Portfolio Theory.

Eric La is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA, holding a Series 65 designation with five years of industry experience. Prior to his current role, he worked at Sophis Real Estate Inc. and California State University, Fullerton. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other entities, providing discretionary portfolio management, participant account management, and standalone financial planning. The firm tailors investment strategies to each client using a combination of fundamental, technical, and cyclical analysis, with portfolios reviewed quarterly and rebalanced as needed.

Philip Fessler is a financial advisor with AIRE Advisors, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Stockcross Financial Services, Inc. Outside of advising, he is involved in rental property management with his spouse. AIRE Advisors manages approximately $1 billion in assets, serving individual and family-office clients, employer retirement plans, and brokerage customers through a comprehensive wealth management approach that emphasizes strategic asset allocation and uses a range of investment vehicles and third-party managers.

Shawn Hsieh is a financial advisor at Highline Wealth Partners in Sherman Oaks, CA, with 16 years of industry experience. He holds the CFP®, CFA®, and Series 66 credentials. Prior to joining Highline Wealth Partners in 2018, he worked at City National Bank, DFPG Investments, Inc., and American Financial Network Advisory Services, LLC. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities by providing investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s Investment Committee oversees portfolio decisions and offers participant education and quarterly portfolio reviews, supported by third-party technology for retirement plan management.

Lynne Dorsey is a CFA® charterholder with 36 years of industry experience. She is currently with Elyxium Wealth LLC and previously worked at BMO Family Office and BNY Mellon Wealth Management. Outside of her advisory role, she serves as a successor co-trustee administering estate settlement matters. Elyxium Wealth LLC provides comprehensive wealth management and financial planning to individuals, high-net-worth clients, trusts, pension plans, and other entities. The firm employs a multi-disciplinary investment process across traditional and alternative assets and manages special purpose vehicles to offer clients indirect exposure to privately held companies.

David Chung is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA, with 22 years of industry experience. He holds a Series 66 designation and has worked at Logic Wealth Management since 2010. His prior experience includes roles at Sophis Real Estate, Inc., Wealth Management Coach, LLC, and Castle Group Investment Counsel, Inc. Outside of his advisory work, he is involved with Sophis Real Estate, Inc. Logic Wealth Management serves a diverse client base including individual investors, trusts, estates, retirement plans, and corporations. The firm provides discretionary portfolio management, account management for retirement and HSA accounts, as well as financial planning and consulting, utilizing a combination of fundamental, technical, and cyclical analysis tailored to each client.

Daniel Beckwith is a CFP® with 11 years of experience in the financial services industry. He has worked at First Financial Consulting since 2018 and previously spent two years with WESCAP Group. Beckwith is based in Pasadena, CA, and holds the Series 66 designation. First Financial Consulting is a team-based firm serving individuals, families, trusts, estates, and closely held businesses. The firm provides financial planning and investment consulting through customizable, project-based or ongoing services, focusing on client-directed implementation without discretionary trading authority.

Joseph O’Boyle is a CFP® credentialed financial advisor with 23 years of industry experience. He is the president and owner of O’Boyle Wealth Management, Inc. in Beverly Hills, CA, and previously worked at Voya Financial Advisors from 2014 to 2018. Outside of his advisory role, he is also active as an independent insurance agent specializing in life, health, disability, and fixed insurance products. O’Boyle Wealth Management serves individuals, including high-net-worth clients, trusts, employer retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, consulting, and held-away retirement account management, utilizing an investment approach that includes discretionary account management, asset allocation, core-satellite strategies, and a broad range of investment tools.