Caroline Zimmer is a financial advisor at Angeles Wealth Management, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates Inc. Caroline’s background includes four years at the University of Southern California. Angeles Wealth Management provides discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm typically acts as a manager-of-managers, allocating client capital to model portfolios and third-party managers while incorporating alternative investments through private funds and fund-of-fund structures.

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.

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.

Gorge Salcedo is a financial advisor at Tamar Securities, LLC with two years of industry experience. He holds a Series 65 designation and previously worked for seven years at Candu Plumbing & Rooter. Outside of his advisory role, he owns and operates a private fitness gym. Tamar Securities provides discretionary portfolio management, financial planning, and consulting services to a diverse client base, managing approximately $1.52 billion in assets through a multi-advisor team of 17.

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.

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.

Maria Echeverria is a financial advisor at Flagstar Securities, Inc. with three years of industry experience. She holds a Series 66 designation and has worked previously at Evoke Advisors, Wells Fargo Clearing, and Virtual Outsource Solutions. Outside of finance, she is the founder and owner of INES LLC, an online women's sleepwear business. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm manages approximately $784 million in discretionary assets and offers wealth management, managed account programs, and retirement plan consulting.

Annie Kim is a financial advisor at AR Asset Management, Inc. with 14 years of industry experience. She holds a Series 65 designation and has been with the firm since 2000. AR Asset Management, Inc. is an SEC-registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm’s investment approach focuses on fundamentally driven, long-term strategies using large-cap domestic and international stocks, tax-aware portfolio construction, and fixed income laddering, with additional recommendations for qualified clients including private placements and pooled investment vehicles.

Robert Wussler is a financial advisor at Manhattan West Asset Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Twentieth Television and Finalis Securities LLC. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, and endowments. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and a Digital Asset Advisory Program, managing over $1 billion in discretionary assets using a fiduciary, client-tailored approach that integrates various investment strategies and asset classes.

Richard Rappaport is a Series 63 licensed financial advisor with WestPark Capital, Inc. in Los Angeles, CA, bringing 37 years of industry experience. He has been with WestPark Capital since 1999 and serves as president of WestPark Holdings LLC. Outside of his advisory role, he is a director of Skechers USA, Inc. and involved in public acquisitions through a leadership position in AOTS-WRASP-SKRP. WestPark Capital, Inc. provides financial planning, investment management, and consulting services for individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm often incorporates third-party money managers in its advisory programs and offers both discretionary and non-discretionary portfolio management and custom financial plans.

Boris Gertsen is a CFA® charterholder with 23 years of industry experience. He is affiliated with JSF Financial, LLC and has worked at Mid Atlantic Capital Corporation since 2010, alongside his ongoing role at JSF Financial since 1999. JSF Financial provides discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm manages approximately $1.73 billion in client assets and employs dynamic asset allocation, model portfolios, and quantitative analysis as part of its investment approach.

Razmig Der Tavitian is a CFA® charterholder and financial advisor at Evolve Private Wealth, LLC with four years of industry experience. He previously worked at Sanctuary Advisors, Sanctuary Securities, Wells Fargo Clearing, and MUfG Union Bank. He serves on the investment committee of the Western Diocese Endowment Fund and is a board member of the Hovsepian School, an educational organization. Evolve Private Wealth, LLC 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 across 679 clients, employing a fundamental and long-term investment approach that includes diversified portfolios of low-cost mutual funds, ETFs, individual equities and bonds, independent managers, alternative investments, and use of derivatives supported by artificial intelligence tools.

Lorenzo Esparza is a financial advisor at Manhattan West Asset Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Manhattan West since 2016. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and a Digital Asset Advisory Program, managing over $1 billion in discretionary assets through a fiduciary, client-tailored approach that combines multiple investment strategies across various asset classes.

Stephen Seo is a CFA® charterholder with 10 years of industry experience. He currently works at L & S Advisors, Inc., joining the firm in 2023 after eight years at RVW Wealth, LLC. L & S Advisors serves individuals, trusts, businesses, and retirement-plan clients by providing discretionary investment management, financial planning, and sub-advisory services. The firm employs a tactical and unconstrained investment approach across a variety of strategies, including equities, fixed income, alternatives, and uses derivatives and margin in managed accounts.

Nick Garris is a financial advisor at TriaGen Wealth Management LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2008 to 2020 before joining TriaGen in 2020. TriaGen Wealth Management is a registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored, suitability-based investment process and utilizes a range of strategies and instruments, including third-party money managers, model portfolios, and options trading, while integrating operational AI tools for client service and back-office functions.

Lily Mossayi is a financial advisor at AIRE Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has worked at AIRE Advisors since 2021. Prior to that, her background includes positions in real estate and law firms. AIRE Advisors manages approximately $1 billion in client assets, serving individual clients, family offices, employer retirement plans, and brokerage customers. The firm emphasizes strategic asset allocation and employs a range of investment strategies, including the use of third-party money managers, with services offered on both discretionary and non-discretionary bases.

Gregory Zedlar is a financial advisor with California Capital Management in North Hollywood, CA, holding the ChFC® and Series 66 designations and bringing 22 years of industry experience. He has been with California Capital Management since 2004. Outside of advisory work, he is a co-trustee of the G & L Zedlar Family Trust and is involved with Conceptual Thinking, LLC, which invests in startups. California Capital Management provides investment advisory services to individuals, trusts, pension plans, and corporate entities with a focus on customized portfolio management. The firm manages approximately $358 million in discretionary assets for a client base of several hundred accounts, offering wrap fee programs and retirement plan consulting tailored to various time horizons and risk tolerances.

James Frawley is a financial advisor at Westside Investment Management, LLC with 28 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Westside Investment Management since 2015, as well as LPL Financial since 2004. Westside Investment Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charities, and plan sponsors. The firm employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, options, derivatives, and alternative investments, and participates in specialized programs such as SEI’s Managed Accounts Program.

Darren Pollock is a financial advisor at Cheviot Value Management, LLC with 20 years of industry experience. He holds a Series 65 designation and has been with Cheviot Value Management since 2000. Cheviot Value Management is a privately owned registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan participants. The firm employs a value-oriented, fundamentally driven investment approach with tactical asset allocation and offers services including discretionary investment management, financial planning, and budget coaching.