Mcginnis Mccoy is a financial advisor with Prism Advisors, Inc. in Studio City, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work includes 14 years at Wells Fargo Advisors Financial Network, LLC and nine years at Personal Resources Investment and Strategic Management, Inc. Outside of advising, he serves as president of the 8-Ball Flying Club and is a board member of The Luv U Project, a charitable organization focused on mental health. Prism Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, financial planning, retirement plan consulting, and legacy asset management. The firm combines fundamental and sector analysis with strategic asset allocation across traditional and alternative investments and is notable for sponsoring its own wrap fee program and permitting margin use in managed accounts.

Edward Kahn is a financial advisor at Evolve Private Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sanctuary Advisors, LLC, Sanctuary Securities, Inc., and Wells Fargo Clearing. Kahn is also a licensed insurance agent involved with Evolve Wealth Insurance LLC and serves as managing member of SLKahn, 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 with a team of 17 advisors and employs a fundamental, long-term investment approach utilizing diversified portfolios including mutual funds, ETFs, equities, bonds, alternative investments, and derivatives, supported by third-party AI tools.

Jerrod Ferguson is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Vance Wealth since 2020 and previously spent over a decade with Raymond James Financial Services. He is also an independent insurance agent, dedicating a small portion of his time to this activity. Vance Wealth is a multi-advisor SEC-registered investment advisory firm managing approximately $736 million in assets. The firm serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations, providing discretionary wealth and portfolio management alongside financial planning and business consulting. Its investment approach emphasizes long-term fundamental analysis and tailored asset allocation, utilizing ETFs, mutual funds, and individual securities while acting as a fiduciary.

Andrew Zamfotis is a CFA® charterholder with 11 years of experience in the financial industry. He has been with AMI Asset Management Corp since 2015, working as part of a nine-advisor team based in Los Angeles, CA. AMI Asset Management provides discretionary portfolio management to a diverse client base, including high net worth individuals and institutional investors. The firm employs a fundamental, bottom-up research approach across multiple equity and fixed-income strategies and manages approximately $1.925 billion in discretionary assets as of October 31, 2025.

Balfoure Brenes is a financial advisor at AIRE Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2012 to 2021. Outside of his advisory role, Brenes is the owner of 4TUN801 LLC, a company involved in purchasing raw land. AIRE Advisors manages approximately $1 billion in assets and serves individual 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 diverse range of securities and third-party money managers.

Eric Dizon is a financial advisor at Providence Financial and Insurances, Inc. with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Edward Jones and Insuritas. Providence Financial and Insurance Services is a team investment adviser serving individual clients, including high-net-worth households, with discretionary investment management, comprehensive financial and estate planning, and related consulting. The firm typically employs a buy-and-hold strategy using income-producing securities, ETFs, mutual funds, and bonds, and it offers tailored financial and estate-planning advice along with insurance brokerage services.

Niall Shaffery is a CFP® with four years of industry experience, currently with Vance Wealth in Santa Clarita, CA. He has worked at Vance Wealth since 2019 with a brief tenure at Bank of America Merrill Lynch in 2018. Outside of his advisory role, Shaffery serves as vice president of a business professional referral network in Valencia, CA. Vance Wealth advises individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations, managing approximately $894 million in assets. The firm offers wealth management, discretionary investment management, financial planning, and business consulting through an 11-advisor team, employing a fundamentally driven, long-term investment approach with customized portfolios.

Jason Thomas is a CFA® charterholder with 13 years of industry experience, currently serving as the sole advisor at Portfolio Design Labs, LLC since 2021. He previously worked at AssetMark and AssetMark Brokerage from 2014 to 2021. Outside of his advisory role, he founded Capital Markets Research & Strategy LLC, an investment research business focused on capital markets and strategy analysis. Portfolio Design Labs, LLC provides portfolio management and related advisory services primarily to individual and high-net-worth clients through separately managed accounts. The firm is notable for its solo advisor model overseeing approximately $502 million in assets across about 423 clients, with a focus on performance-based fee arrangements and the use of leverage in some accounts.

Eric Gould is a financial advisor at Evolve Private Wealth, LLC with one year of experience at the firm. He holds a Series 63 designation and previously worked at Guggenheim Partners for three years. Outside of advising, he has been involved with Allen Media Group since 2017. Evolve Private Wealth provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm’s investment approach focuses on fundamental analysis and long-term portfolio construction using diversified, low-cost investments and incorporates options and derivative strategies when appropriate.

Alexander Weinberger is a CFP® with eight years of industry experience, serving as an advisor at Weinberger Asset Management, Inc. since 2014. He is also a partner at Marriage Financial Solutions LLC, a consulting firm that analyzes the financial aspects of divorce and pre- and postnuptial agreements. Weinberger Asset Management provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, charities, and business entities. The firm tailors portfolios to individual goals and risk tolerance using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, and manages approximately $444 million in discretionary assets with a small advisory team.

Adam Checchi is a financial advisor at Checchi Capital Advisers, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Checchi Capital Advisers since 2007 and at CHECCHI Capital Fund Advisers from 2012 to 2021. Outside of his advisory role, he serves as a director for Fergus Reinsurance Limited, a Bermuda-based reinsurance company. Checchi Capital Advisers provides discretionary portfolio management, sub-advisory services, and advisory oversight for pooled insurance funds, serving high-net-worth individuals, foundations, trusts, pension and profit-sharing plans, insurance-dedicated funds, and other investment advisers. The firm uses proprietary statistical and mathematical models and an index-replication methodology to construct globally diversified portfolios emphasizing diversification, tax optimization, and low turnover.

Eric Weinlein is a financial advisor at WESCAP Group with 38 years of industry experience. He has been with WESCAP Group since 1988. WESCAP Group advises individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities, offering wealth management and financial planning services. The firm employs a strategic and tactical asset-allocation approach focused on global diversification, value orientation, tax efficiency, and low transaction costs, and is notable for managing private pooled investment vehicles.

Anita Rosenstein is a financial advisor with AR Asset Management, Inc. in West Hollywood, CA, holding 28 years of industry experience. She has been with AR Asset Management since 1981. AR Asset Management provides discretionary investment management services to individuals, trusts, estates, charitable organizations, corporations, and investment limited partnerships. The firm emphasizes fundamental analysis with a long-term equity focus on domestic and international large-cap stocks, diversified holdings, low turnover, and tax-aware management, while tailoring portfolios to client risk tolerance and objectives.

Anthony Saccaro is a financial advisor with Providence Financial and Insurances, Inc. in Woodland Hills, CA. He holds the ChFC® designation as well as Series 63 and Series 65 licenses and has 15 years of industry experience. His work history includes over a decade at Providence Financial and Insurance Services, Inc. and a recent position at Sound Income Wealth, LLC. Providence Financial and Insurance Services is a team investment adviser serving individual clients, including high-net-worth households, with discretionary investment management, comprehensive financial and estate planning, and related consulting. The firm generally follows a buy-and-hold strategy using income-producing securities, ETFs, mutual funds, and bonds, and it offers tailored financial and estate-planning advice alongside insurance brokerage services.

Barry Craine is a Series 66-licensed advisor at Black Card Circle with 21 years of industry experience. He has worked at Black Card Circle since 2020 and has been involved with various insurance carriers and Waddell & Reed, Inc. since 2015. Outside of his advisory role, he is active as a licensed insurance agent specializing in life insurance, fixed annuities, and fixed index annuities. Black Card Circle is a registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers portfolio management and financial planning through a team of six advisors and follows a non-discretionary, client-directed trade consent model with a focus on diversified allocations aligned with Modern Portfolio Theory.

Alison Weinberger is a financial advisor at Weinberger Asset Management, Inc. She holds a Series 65 designation and has six years of industry experience. Prior to her current role, she worked at Canyon Partners for five years. Outside of her advisory work, she is a partner in Marriage Financial Solutions, a consulting firm that analyzes the financial aspects of divorce and pre- and postnuptial agreements. Weinberger Asset Management provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, charities, and business entities. The firm customizes portfolios based on individual goals, risk tolerance, and time horizon, employing a variety of analytical methods and maintaining a long-term trading approach.

Daniel Schniedwind is a CFA® charterholder with 10 years of experience in the financial industry. He has worked at AMI Asset Management Corp since 2019 and previously at Segall Bryant & Hamill for four years. Schniedwind is based in Los Angeles, CA, and holds a Series 65 license. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, managing equity and fixed-income strategies through separately managed accounts, wrap programs, and model portfolios. The firm applies a fundamental, bottom-up research process across multiple core strategies and serves as a private fund adviser and manager of pooled vehicles.

Kenneth Newberry is a financial advisor at CRUX Wealth Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Waddell & Reed and Raymond James Financial Services. He is also involved as a financial advisor with Triton Wealth Advisors and Arete Wealth Management. CRUX Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using a variety of analytical methods and generally manages client accounts on a discretionary basis with regular monitoring.

Joshua Sehwani is a financial advisor at Evolve Private Wealth, LLC with a Series 65 credential and two years of industry experience. Before joining Evolve Private Wealth in 2024, he held positions at T-Mobile, Anschutz Entertainment Group, Nike, and San Francisco State University. Evolve Private Wealth provides wealth management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $2.15 billion in assets, emphasizing a long-term investment approach that incorporates fundamental analysis, diversified portfolios, independent managers, alternative investments, and the use of artificial intelligence tools for research and risk monitoring.

Armen Keheyan is a financial advisor at Evolve Private Wealth, LLC in Los Angeles, CA, holding a Series 66 designation with 10 years of industry experience. His prior positions include roles at Morgan Stanley & Co. LLC and Wedbush Securities Inc. He is also licensed as an independent insurance agent but does not dedicate time to this activity. Evolve Private Wealth serves individuals, high-net-worth clients, trusts, and other entities, managing approximately $2.15 billion in assets. The firm employs a fundamentally driven, long-term investment approach, utilizing diversified portfolios of mutual funds, ETFs, individual securities, and alternative investments supported by AI decision tools.