Craig Schauer is a Series 65-licensed advisor with Schauer Investment Management, Inc., where he has worked since 2016. He has nine years of industry experience and over 30 years as a CPA through his accounting practice, Craig Schauer CPA. Outside of financial advising, he is a partner in the Hollywood Rivera Car Wash in Redondo Beach, CA. Schauer Investment Management provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm focuses on fundamental analysis and long-term trading, managing client accounts directly without outsourcing to third-party managers.

Christopher Eichler is a financial advisor with Bainbridge Investment Advisors LLC in Los Angeles, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Bainbridge Investment Advisors and S.L. Reed & Company since 2004. Bainbridge Investment Advisors LLC provides discretionary portfolio management and investment consulting primarily to individuals and trusts, managing approximately $34 million in assets with a focus on domestic large-cap equity portfolios. The firm employs a balance-sheet-focused, value-oriented approach and utilizes selective leverage strategies not commonly used by peers.

Matthew Davis is a CFP® with 14 years of experience and has been with Financial Planning for Generations, Inc. since 2011. He holds a Series 65 license and also works as a Licensed Professional Fiduciary. Financial Planning for Generations, Inc. provides personalized, fee-only financial planning and investment advice to individuals, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using a core-and-satellite approach, focusing on passive index and ETF core holdings combined with selective active funds, and delivers advice through consultations and written evaluations without exercising trading or custody authority.

James Morton is a Series 65-licensed financial advisor at Doheny Asset Management, L.L.C. with five years of industry experience. He was previously a managing member at Maeya Capital, LLC, which is currently being wound down. Doheny Asset Management provides discretionary portfolio management primarily to individual and high-net-worth investors, as well as pension plans, charitable organizations, and private businesses. The firm employs a client-specific investment approach utilizing fundamental, technical, and cyclical analysis across several defined strategies, managing roughly $185 million in assets with a small advisory team.

Alexander Anderson Jr. is a financial advisor at Heyman Wealth Management, LLC, holding a Series 65 designation. He has worked in the industry since 2008, with prior experience at Envision Capital Management for 12 years and independent ticket brokerage for three years. Heyman Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of passive and active strategies guided by modern portfolio theory, employing model portfolios and accommodating client-imposed investment restrictions.

Robert Nii is a financial advisor with Borris Nii & Company in Beverly Hills, CA, holding the PFS™ designation and 18 years of industry experience. He has worked at Greenbrier Diversified, Inc. since 2007 and has been with Borris Nii & Company since 1989. Borris Nii & Company provides business and family wealth management along with investment management services to high-net-worth individuals, trusts, estates, and small businesses, including many clients in the entertainment industry. The firm offers a family office–style service that integrates investment oversight with bookkeeping, tax preparation, insurance claims processing, and audit defense, acting as an outsourced family office and coordinating with third-party providers while maintaining discretionary trading authority for managed accounts.

Ryan Humbert is a CFP® with 12 years of industry experience, currently serving as an advisor at Prism Advisors, Inc. He previously worked at Personal Resources Investment and Strategic Management, Inc. from 2018 to the present and at TDAmeritrade, Inc. from 2015 to 2018. Ryan holds the Series 66 and Series 65 licenses. Prism Advisors provides investment advisory and planning services to individuals, including high-net-worth clients, trusts, employer retirement plans, and business entities. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, using a mix of fundamental, qualitative, and sector analysis alongside multi-asset allocation strategies and various trading approaches.

Michael Anderson is an advisor at The L. Warner Companies, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with Four Points Capital Partners LLC, Niagara International Capital Limited, and Finestone Partners. Outside of his advisory role, he serves on the boards of the Exceptional Children's Foundation and the Small Business Council of America and is a director of the internet radio network PodClips.IO. The L. Warner Companies, Inc. provides discretionary investment management and financial planning primarily to high-net-worth individuals, trusts, estates, and pension plans, along with consulting and administration services for corporations and non-profits. The firm employs a fundamental analysis-driven investment process with diversified portfolios and integrates third-party platforms and fiduciary services.

Edlyn Ruiz is a financial advisor at L & S Advisors, Inc. in Los Angeles, holding a Series 65 designation. She has one year of experience with L & S Advisors and previously spent nine years at JP Morgan Asset Management. L & S Advisors serves individuals, trusts, charitable organizations, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tactical and unconstrained investment approach that includes a range of strategies from concentrated equity portfolios to diversified allocations, incorporating fundamental, cyclical, and technical analysis along with options and margin use.

Marc Rosenbach is a financial advisor with Seneca Private Wealth, LLC, holding Series 63 and Series 66 licenses and 37 years of industry experience. Before joining Seneca Private Wealth in 2025, he worked at Atlas Legacy Advisors LLC and Wells Fargo Clearing. Seneca Private Wealth, LLC offers investment and wealth management, financial planning, and retirement plan services to individuals, families, trusts, institutions, and corporations. The firm provides customized, risk-adjusted, tax-aware asset allocations that combine active and passive strategies, and it also facilitates estate-planning and Section 1031 exchanges for a typically higher-minimum client base.

Braden Griffiths is a Series 65 licensed advisor at AWM Capital, LLC with one year of industry experience. Prior to joining AWM Capital, he was involved with Paradigm TX-OK, LLC and has experience at Baker University. Outside of his advisory role, he is associated with Run DFW, LLC, a professional basketball team. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families. The firm manages approximately $1.15 billion across 418 clients, offering financial planning, retirement advice, business consulting, and asset management through an open-architecture platform with a focus on liability-driven investing and asset allocation.

Jeffry Niedermeyer is a financial advisor at RVW Wealth LLC in Los Angeles, CA, with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bridge Advisory, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and City National Rochdale. RVW Wealth provides discretionary investment management to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a fundamental research approach, focusing on ETFs and mutual funds for equities and corporate and municipal bonds for fixed income, and conducts ongoing portfolio supervision through a team-based model.

Zachary Schneider is a Series 65-licensed financial advisor with three years of industry experience. He is affiliated with IDB Lido Wealth, LLC and Lido Advisors, LLC, having worked in related financial services roles since 2012, including a decade at 1st Fidelity Loan Servicing. IDB Lido Wealth, LLC is a SEC-registered adviser jointly owned by Lido Advisors and Israel Discount Bank of New York, providing investment management, financial planning, and family office services to a range of clients including high-net-worth individuals, family offices, and institutional entities. The firm employs a multi-asset, integrated wealth management approach and operates with a significant affiliate network and sub-advisory relationships.

David Lauritzen is a financial advisor with Confidence Wealth Management, Inc. in Van Nuys, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior work includes roles at NY Life Securities LLC, New York Life, Fidelity Investments, and Fidelity Personal and Workplace Advisors. Outside of finance, he is a partner in a children’s entertainment and birthday party planning business. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm manages approximately $344 million in discretionary assets and offers portfolio management, financial planning, and retirement plan consulting with a generally long-term, buy-and-hold investment approach that includes ETF/ETP-based strategies for diversification and downside protection.

Stacey Panenhanouvong is a CFP® with 10 years of industry experience, currently serving as a financial advisor at HCR Wealth Advisors. Her prior roles include positions at Validus Capital LLC and Charles Schwab, where she worked for several years across multiple capacities. 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 combination of fundamental and technical analysis with long- and short-term strategies, managing nearly $2 billion in client assets across a team of ten advisors.

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.

Ayodeji Egbeyemi is a financial advisor with Redwood Wealth Management, LLC in Santa Monica, CA, holding a Series 65 designation and six years of industry experience. He has worked at Redwood Wealth Management since 2018 and previously held roles with Farmers Insurance and the Los Angeles Clippers. Redwood Wealth Management provides discretionary portfolio management and financial planning to individuals, corporations, and other entities. The firm tailors investment policies based on client questionnaires and employs a mix of fundamental, technical, and cyclical analysis, offering access to a broad range of investments including proprietary Special Purpose Vehicles.

Christian Johnson is a CFP® with 14 years of industry experience, currently serving at California Financial Partners, Inc. He has been affiliated with both California Financial Partners and LPL Financial LLC since 2011. Outside of his advisory role, he is involved with CASL Financial, Inc., a non-investment-related business entity. California Financial Partners provides financial planning and consulting services to individuals, high-net-worth households, business entities, and pension and profit-sharing plans. The firm focuses on financial statement and cash-flow analysis, retirement and estate planning, tax and insurance reviews, and related implementation support, without managing client assets or acting as a discretionary portfolio manager.

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.