Brad Tonoff is a financial advisor at Penmar Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked with New York Life Insurance Company and Health Platforms Inc. Tonoff is also the CEO of BJT Solutions Inc., an insurance and marketing consultancy based in Santa Monica. Penmar Wealth Management provides discretionary asset management and financial planning services tailored to client goals, utilizing a variety of analytical methods and investment strategies. The firm is operated by two advisors and manages discretionary assets for a small number of clients.

Michael Lambrakis is a CFP® with 15 years of industry experience. He is currently with Ares Financial Consulting LLC and previously worked at Mariner Platform Solutions and AdvicePeriod, LLC. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations, providing comprehensive financial planning and discretionary portfolio management. The firm employs a long-term, diversified investment approach using mutual funds, ETFs, and customized investment policy statements, and offers educational seminars, workshops, and integrated business-focused services.

Ariel Hartounian is a financial advisor with Acap Asset Management, Inc. in Studio City, CA, holding a Series 65 license and one year of industry experience. Prior to joining Acap Asset Management, he worked at Portfolio Management LLC for one year. Acap Asset Management provides investment advisory services to individuals, trusts, and pension/profit-sharing plans, offering discretionary asset management, financial planning, tax planning, and retirement plan consulting. The firm integrates fundamental and technical analysis with tax-sensitive strategies and emphasizes client education and regular account reviews.

Christopher Hoshyarsar is a financial advisor at Kennedy Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and also serves as an insurance agent through Kennedy Financial & Insurance Services, Inc., where he dedicates approximately half of his time. His prior work includes roles at Weslend Wholesale, Mega Capital Funding, and Chime Charter School. Kennedy Wealth Management provides personalized financial planning and consulting primarily to individual clients, acting as a referral intermediary to registered third-party money managers. The firm offers services such as cash-flow and tax planning, insurance and estate reviews, and educational seminars, while typically not charging direct asset-based fees or managing client portfolios in-house.

Rajiv Sharma is a financial advisor with Polestar Capital LLC, holding Series 65 and Series 63 licenses and 26 years of industry experience. He has worked at B. Riley FBR, Inc. and Texas Capital Bank, where he currently serves as Managing Director, Equity Research. Sharma has been with Polestar Capital since 2007. Polestar Capital LLC manages discretionary portfolios for high-net-worth individuals, institutions, and pooled investment vehicles. The firm focuses on opportunistic trading in equity securities, employing strategies that include leverage, short sales, and options, and is notable for its private fund advisory role combined with a small client base and operational ties to broker-dealer activities.

Guillermo Roditi Dominguez is a financial advisor at New River Investments with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Roditi & Roditi, LLC since 2012 and New River Investments Inc. since 2011. New River Investments provides discretionary portfolio management to individuals, high-net-worth clients, and certain business entities through separately managed accounts and a related-person private fund. The firm employs a multifaceted investment approach combining charting, fundamental, technical, cyclical, and statistical analysis, utilizing strategies such as long and short trading, margin transactions, and options writing.

Sen Zhang is a financial advisor at Corrigit Capital Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Elite Advisors LLC and Sunstone Management, Inc. He is also a licensed California real estate agent and part-time insurance agent. Corrigit Capital Group provides discretionary investment management and advisory services to high-net-worth individuals, charitable organizations, and businesses. The firm manages portfolios using a combination of fundamental and technical analysis and offers personalized investment strategies through a three-advisor team.

Evan Pan is a CFA® charterholder with 11 years of experience in the financial industry. He is currently with Tax Efficient Asset Management Solution, Inc., where he has worked since 2018, and also serves as a board member and finance committee chair for two nonprofits, Options for Learning and Joni and Friends Foundation. His prior experience includes roles at Fuller Investment Management Company and Pan Global Advisers. Tax Efficient Asset Management Solution, Inc. serves high-net-worth individuals and corporate clients with tax-focused portfolio management, financial and estate planning, and investment policy statement development. The firm employs a phased, multidisciplinary process integrating proprietary software, cash-flow and estate optimization, and fiduciary coaching, while typically delegating day-to-day asset management to third-party managers.

Thomas Koch is a financial advisor at Hall Capital, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hall Capital since 2024. Koch is also the managing member of Trancoso Capital Management LLC, an exempt California registered advisor serving as the general partner and investment advisor to Trancoso Partners LP. Hall Capital provides discretionary portfolio management and financial planning to individuals, trusts, estates, corporations, endowments, and foundations. The firm manages approximately $164 million through a two-advisor team, employing an investment approach that includes fundamental analysis, active trading, and the use of leverage and derivatives within individualized portfolios.

John Mcnally is a financial advisor with Alpha Analytics Investment Group LLC in Los Angeles, CA, holding a Series 65 credential and 13 years of industry experience. He has worked at Alpha Analytics since 1999 and also serves as Vice President of Corporate Management Group, Inc., a bookkeeping service. Additionally, he holds the roles of Secretary and Treasurer at PJC and Associates, Inc., an investment holding company. Alpha Analytics provides investment advisory and portfolio management services to individual and high-net-worth clients, trustees, and corporate plans. The firm employs a globally diversified, asset-allocation driven approach using primarily publicly traded mutual funds and ETFs, with portfolio construction guided by written Investment Policy Statements tailored to each client’s goals and risk tolerance.

Jon Lam is a financial advisor with Newbury Capital Management, LLC in South Pasadena, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Newbury Capital Management since 2009. Newbury Capital Management provides investment advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $144 million across 399 client relationships using a variety of investment strategies and offers both discretionary and non-discretionary asset management, as well as retirement plan consulting for employer plan sponsors.

Alan Goodstein is a CFP® with 32 years of experience in the financial industry. He has been a principal at Goodstein Wealth Management LLC since 2016 and serves as a director at large on the board of the nonprofit New Horizons, Inc. Goodstein Wealth Management is a fee-only advisory firm managing approximately $114 million in discretionary assets, serving individuals and businesses with customized portfolio management, financial planning, and retirement plan consulting. The firm emphasizes client-specific investment policies and fundamental analysis, offering both limited-scope and fully discretionary fiduciary services for ERISA retirement plans.

Thomas Rizzo is the sole advisor at Plectrum Advisers LLC, an independent firm based in Altadena, CA. He holds a Series 65 designation and has nine years of industry experience. Since 1995, he has also served as president of Plectrum, Inc., a music entertainment business he co-founded with his wife. Plectrum Advisers serves individuals, high-net-worth clients, estates, trusts, small businesses, and charitable organizations with financial planning, portfolio management, and educational seminars. The firm uses Modern Portfolio Theory to build diversified portfolios primarily with low-cost mutual funds and ETFs, offering both discretionary and non-discretionary management tailored to client risk tolerance and goals.

Margy Lin is a financial advisor with Halcyon Investment Advisor in Los Angeles, holding a Series 65 designation and four years of industry experience. She previously worked at Alpha Helix Asset Management Company Limited and ZK Investment INC from 2019 to 2021, and has additional experience with Nan Shan Life Insurance Company. Halcyon Investment Advisor provides fee-only advisory and financial planning services to individuals, families, trusts, pension and profit-sharing plans, and offers tailored family office services for high-net-worth families. The firm’s investment approach combines fundamental, cyclical, and quantitative analysis with a focus on global asset allocation and risk management.

Andrew Mutzabaugh is a financial advisor at Henney Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Henney Wealth Management since 2011. Henney Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth individuals, trusts and estates, pension and profit-sharing plans, corporations, and partnerships. The firm primarily constructs portfolios using ETFs and closed-end funds and offers retirement planning and Social Security guidance as part of its services.

Candace Lathan is a financial advisor at Yarash Global Solutions Inc. with nine years of industry experience. She holds a Series 66 designation and has previously worked at Principal Securities, Principal Life Insurance Company, and Thrivent Financial. Outside of her advisory role, she mentors undergraduate finance students through the Lancer Financial Collective and serves on the board of directors and as chaplain for Habitat for Humanity. Yarash Global Solutions Inc. provides investment advisory services primarily to high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm offers discretionary portfolio management and business consulting using a range of analytical methods across various asset classes, managing approximately $20 million for about 21 clients.

Michael Cheung is a financial advisor at Dishmi Capital, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Caerus Investment Advisors, LLC since 2014. Outside of his advisory role, he is the managing member of S3 Ventures, LLC, a holding company for angel investments. Dishmi Capital provides discretionary investment management and advisory services to individuals, trusts, business entities, and employer-sponsored retirement plans. The firm offers a sponsored wrap-fee portfolio program, retirement plan consulting, and access to third-party money managers, using a range of strategies tailored to clients' objectives and risk tolerances.

Lindsay Bourkoff is a Certified Financial Planner® with 20 years of industry experience. She is currently with Shrier Wealth Management, LLC, having joined the firm in 2025 after 19 years at Linsco/Private Ledger Corp. Shrier Wealth Management serves a diverse client base including individuals, trusts, nonprofits, and corporate clients, providing asset management, financial planning, and retirement consulting. The firm employs a multi-method investment approach and offers active management of donor-advised fund assets alongside a broader range of advisory services beyond typical retail wealth management.

Myron Kaufman is a financial advisor at AlphaNext, LLC in Los Angeles, CA, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with AlphaNext since 2019. AlphaNext serves individual and high net worth clients, as well as trusts, estates, and charitable organizations, providing asset management, financial planning, and consulting services. The firm employs a combination of fundamental and sector analysis with diverse asset allocation strategies and incorporates alternative investments, private equity, and complex instruments alongside traditional securities.

Stephanie Chow is a financial advisor at Harold Davidson & Associates, Inc. with one year of industry experience. She holds the Series 66 designation and previously worked at UBS and other firms. Outside of her advisory role, she is also a notary. Harold Davidson & Associates, Inc. manages approximately $358 million in discretionary assets for individuals, trusts, retirement plans, and other entities. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing fundamental analysis and a combination of long- and short-term strategies across various investment vehicles.