Lee Weinstein is a financial advisor at Innovative Wealth Building LLC with one year of industry experience. He has previously worked at Marcum and has been associated with LMW Financial since 2013. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a long-term investment approach guided by fundamental analysis and modern portfolio theory and offers tailored investment programs with regular monitoring and reporting.

Jesse Picunko is a CFA® charterholder with eight years of industry experience. He has worked at RVW Wealth LLC since 2019 and previously held roles at Merrill Lynch and Bank of America. RVW Wealth LLC provides discretionary investment management to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a fundamental research approach, focusing on ETFs and mutual funds for equities and fixed income, and maintains active portfolio supervision through a team of investment professionals.

Christian Johnson is a financial advisor with California Financial Partners, Inc. based in Glendale, CA. He holds the CFP® designation and Series 66 license, and has 14 years of industry experience. Johnson has been affiliated with both LPL Financial and California Financial Partners since 2011. He is also involved in CASL Financial, Inc., a non-investment related business. California Financial Partners provides financial planning and consulting services to individuals, business entities, and retirement plans, focusing on comprehensive financial areas including cash flow, retirement, tax, insurance, and estate planning. The firm does not manage client assets or provide discretionary portfolio management and employs a structured planning process utilizing fundamental analysis and public research sources.

Olivier Cornet is a financial advisor with JSF Financial, LLC in Los Angeles, holding a Series 66 designation and 24 years of industry experience. He has been with JSF Financial and Mid Atlantic Capital Corporation since 2010. Outside of his advisory role, he is also involved in financial planning and insurance sales through his ownership and presidency of Pimicor. JSF Financial provides discretionary portfolio management, financial planning, wealth management, and retirement-plan advisory services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm manages approximately $1.73 billion in assets and employs dynamic asset allocation, model portfolios, third-party manager selection, and quantitative analysis in its investment approach.

Ofer Ben Menahem is a financial advisor at L & S Advisors, Inc. in Los Angeles, CA, holding Series 63, 65, and 66 licenses with 16 years of industry experience. His prior firms include RVW Wealth, LLC, First Foundation, and Mercer Advisors. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach utilizing various strategies and asset classes, including derivatives and margin in managed accounts, and manages about $1.16 billion across more than 1,000 client accounts.

Paul Matheson is a financial advisor with Cheviot Value Management, LLC, holding a Series 63 designation and over 50 years of industry experience. He previously worked at Wedbush Morgan Securities for 13 years before joining Cheviot in 2022. Cheviot Value Management provides discretionary investment management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach with fundamental analysis, diversification, and tactical strategies, while also offering financial planning, budget coaching, and access to an insurer-consultation platform.

Charles Hastings is a financial advisor at Checchi Capital Advisers, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has held previous positions at multiple B. Riley entities as well as National Securities Corporation. Hastings serves as a board director for Applied Digital. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and a variety of institutional clients. The firm employs a quantitatively driven investment process using proprietary models to construct globally diversified portfolios, offering strategies including core global index replication, risk parity, and opportunistic derivative use.

Andy Chong is a CFA® charterholder with six years of industry experience. He has been with Highline Wealth Partners since 2020 and previously worked at BNY Mellon from 2016 to 2019. Highline Wealth Partners is a registered investment adviser that serves individuals, trusts, foundations, retirement plans, and various business entities. The firm offers investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, with portfolio decisions centralized through an Investment Committee.

Grover Mc Carthy is a financial advisor at Stonemark Wealth Management in Pasadena, CA, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Equitable Advisors, Whittier Trust Company, and Amazon Prime Now. Stonemark Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm employs both fundamental and technical analysis, incorporating option strategies and selective use of leveraged ETFs to tailor portfolios according to client objectives and risk tolerance.

Nathan Chong is a financial advisor at AWM Capital, LLC with a Series 65 credential and one year of industry experience. He previously worked at Cooper McManus and attended St. Mary’s College. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm utilizes a liability-driven investing approach and offers financial planning, retirement advice, business consulting, and asset management through a diverse range of investment vehicles and affiliated private funds.

Manuel Aguilera is a financial advisor at Stonemark Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at HSBC, Deutsche Bank, and Pepperdine University. Stonemark Wealth Management is a team-based registered investment adviser serving individuals, trusts, and retirement plans. The firm manages approximately $610 million using customized model portfolios that combine fundamental and technical analysis, and employs strategies including options and selective use of leveraged ETFs.

Emily Xing is a CFA® charterholder and holds a Series 65 license. She is currently with Dew Point Capital and has been in the financial industry for one year. Prior to this, she was the Managing Director at Calistone Capital LLC, a hedge fund general partner, where she managed fund operations. Outside of her advisory role, she holds a California real estate broker license. Dew Point Capital provides fee-based discretionary portfolio management and financial planning to individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities. The firm uses a custom, strategic allocation approach based on fundamental and cyclical analysis, offering a range of investment instruments and monitoring accounts at least annually.

Nathan Mescobi is a financial advisor at AIRE Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has worked in various roles including at FKGB Accounting and the Law Offices of Joseph Miskabi. AIRE Advisors manages approximately $1 billion in client assets and serves individual clients, family offices, employer retirement plans, and brokerage customers. The firm provides wealth management and investment consulting services, utilizing strategic asset allocation and Modern Portfolio Theory across diverse investment vehicles.

Alexander Hagstrom is a CFA® charterholder affiliated with Strategy Asset Managers L.L.C. He has nine years of industry experience, working at his current firm since 2018. His prior experience includes roles at Holly Street Wealth Advisors, LLC and Fundamental Capital Management LLC. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm’s investment approach combines fundamental equity selection with quantitative strategies and uses a range of investment vehicles, including ETFs, mutual funds, fixed income, alternative investments, and third-party managers.

Gregory Heller is a CFP® with 35 years of industry experience, currently serving at HCR Wealth Advisors since 2019. He has held positions at Investment Security Corporation and Heller Capital Resources Financial Insurance Services, Inc. Outside of his advisory work, he is involved in real estate development in Costa Rica through a managing membership in CR Project, LLC. HCR Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a mix of fundamental and technical analysis with both long- and short-term strategies, managing nearly $2 billion in client assets across a team of ten advisors.

Debra Bonseigneur is a financial advisor with BMB Advisers LLC in Los Angeles, holding a Series 65 designation and 26 years of industry experience. She has been with BMB Advisers since 1999 and is also a shareholder and officer at Freedman, Broder & Company Accountancy Corp., an accounting practice where she works full time. BMB Advisers primarily serves high-net-worth individuals in the entertainment industry and their related trusts, estates, and retirement accounts. The firm uses a long-term investment approach that favors passive equity exposure through mutual funds and ETFs, and it offers both direct portfolio management and a referral-based Independent Advisor Program.

Valentino Fehlmann is a CFP® with 20 years of experience in the financial services industry. He is currently with Hamilton Wealth, LLC and has previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in investment software development through QIA Partners LLC and serves as a trustee for his father's investment-related affairs. Hamilton Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate clients, providing discretionary portfolio management and retirement plan consulting. The firm combines wrap fee program sponsorship with retirement plan services and employs proprietary allocation models to tailor portfolios to client risk profiles.

Gregory Welborn is a financial advisor at First Financial Consulting in Pasadena, CA, with 29 years of industry experience. He holds a Series 63 designation and has been with First Financial Consulting since 1996. First Financial Consulting provides financial planning and investment consulting to individuals, families, trusts, estates, and closely held businesses. The firm delivers customizable services focused on retirement planning, tax and cash-flow analysis, education funding, estate planning, charitable giving, and business succession, operating primarily on a non-discretionary basis without taking custody of client assets.

Haiyang Zhang is a financial advisor with Checchi Capital Advisers, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Checchi Capital Advisers in various roles since 2012 and also worked at Arbor Court Capital LLC from 2013 to 2020. Checchi Capital Advisers provides discretionary portfolio management for high-net-worth individuals and various institutional clients, using a quantitatively driven investment process that incorporates proprietary models, ETFs, and tax-optimization strategies. The firm also offers sub-advisory services and manages insurance-dedicated pooled funds.

Feliks Zlochistyy is a CFP®, CFA®, and Series 66 credentialed advisor with 19 years of industry experience. He has been with First Wilshire Securities Management, Inc. since 2006. First Wilshire provides discretionary investment management to individuals, high-net-worth clients, pension and institutional accounts, and sponsors two affiliated private funds. The firm employs a value-oriented investment approach focused on small- and micro-cap U.S. and foreign equities, utilizing fundamental research and direct company contacts.