Jean Calache is a CFP® with seven years of industry experience, currently serving as a financial advisor at JSF Financial, LLC in Los Angeles, CA. He previously worked at NewEdge Securities Inc and spent one year at the University of California Los Angeles. JSF Financial provides discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm employs dynamic asset allocation, model portfolios, and quantitative analysis, managing approximately $1.73 billion in client assets.

Brandon Berman is a CFP® with 14 years of industry experience, currently serving at Total Wealth Services, LLC. His prior roles include positions at Mariner Platform Solutions, Polaris Greystone Financial Group, LLC, and J.P. Morgan Securities LLC. He is also the owner of Total Wealth Group, where he focuses on business operations and tax strategy implementation. Total Wealth Services, LLC provides financial planning, consulting, and discretionary wealth and portfolio management to individual investors, trusts, estates, and charitable organizations. The firm employs a manager- and style-agnostic approach, utilizing diversified asset mixes and independent subadvisors to tailor portfolios to client-specific circumstances.

Lisa Westermark is a financial advisor at Beverly Hills Private Wealth, LLC with eight years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior experience includes roles at Bank of America and Merrill Lynch. Beverly Hills Private Wealth, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities, managing discretionary portfolios through a combination of asset-allocation frameworks and multiple analytic approaches.

Michael Setlich is a financial advisor at Westside Financial Advisors LLC in Los Angeles, CA, with one year of industry experience. He has been involved with Aimco and Setlich Capital since 2014. Outside of advisory work, he is involved in principal and capital sourcing for real estate. Westside Financial Advisors LLC offers discretionary portfolio management and financial planning services to individuals, high net worth clients, corporations, and businesses. The firm employs a primarily passive, asset-class-based investment approach supplemented by fundamental and technical analysis and may utilize third-party sub-advisors.

Jamie Rugg is a financial advisor at Highline Wealth Partners with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2016, including its prior iteration as Charlesworth & Rugg, Inc. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are guided by an Investment Committee, and it provides regular portfolio reviews, participant education, and utilizes third-party technology to manage employer retirement plans.

Stacey Snow is a CFP® professional with 21 years of industry experience. She is currently with Prism Advisors, Inc. and has previously worked at Personal Resources Investment & Strategic Management, Inc. and Wells Fargo Advisors Financial Network LLC. Prism Advisors provides investment advisory and planning services to individuals, trusts, employer retirement plans, and business entities. The firm manages discretionary portfolios using a multi-asset allocation approach and offers both portfolio management and standalone financial planning services.

Amy Marietta is a financial advisor at Avise Financial with one year of industry experience. She holds a Series 65 designation and previously worked at Dorsey Wealth Management and Flutacious, Inc. Outside of finance, she teaches flute lessons. Avise Financial serves individual and institutional clients, including high net worth individuals, trusts, and charitable organizations, offering discretionary investment management alongside financial planning, pension consulting, tax preparation, and business management. The firm uses a range of analytical approaches to construct diversified portfolios and routinely recommends and monitors outside managers.

Anthony Herreres is a financial advisor at Alliance Advisory & Securities, LLC with a Series 65 designation and nine years of professional experience, including time as a self-employed advisor. He joined Alliance Advisory & Securities in 2024 and is based in Westlake Village, CA. Alliance Advisory & Securities provides investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, and pooled vehicles. The firm employs diversified model portfolios based on modern portfolio theory, offering discretionary and non-discretionary services along with held-away account management through the Pontera platform.

Daniel Mavraides is a financial advisor at Rebalance LLC in Los Angeles, CA, holding a Series 65 designation with six years of industry experience. He has worked at several firms, including Evoke Advisors and INbalance Advisors, before joining Rebalance in 2024. Rebalance LLC provides investment management, financial planning, and decision-support services through its Rebalance360 program to individuals, retirement plans, pooled vehicles, and charitable organizations. The firm manages approximately $1.56 billion in discretionary assets across several hundred accounts, employing a strategic asset allocation framework with a focus on ETFs and long-term rebalancing.

Adam Schwartz is a financial advisor at Evolve Private Wealth, LLC in Los Angeles, CA. He holds a Series 65 designation and has been with SLK Private Wealth Management and Evolve Private Wealth since 2023. Prior to his advisory career, he studied at the University of Wisconsin - Madison from 2021 to 2025. 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 employs a fundamentally driven, long-term investment approach using diversified portfolios of low-cost mutual funds, ETFs, individual securities, and alternative investments, with an emphasis on ongoing portfolio monitoring and client communication.

Anderson Lafontant is a CFP® professional with 10 years of industry experience. He has worked at Blue Zone Wealth Advisors, LLC since 2024 and previously spent 10 years at Miracle Mile Advisors, LLC. Blue Zone Wealth Advisors is an SEC-registered advisory team managing approximately $565 million across 170 client relationships. The firm serves individuals, high-net-worth clients, trusts, employer retirement plans, and business entities, providing portfolio and asset management, financial planning, and retirement plan consulting with a focus on tailored asset allocation and diverse analytic methods.

Lisa Sternberg is a financial advisor at Highline Wealth Partners with nine years of industry experience. She holds a Series 65 designation and has been with Charlesworth & Rugg, now operating as Highline Wealth Partners, since 2022. Outside of her advisory role, she occasionally provides bookkeeping and administrative support for her husband's company and for a former employer. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering services such as investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are guided by a centralized Investment Committee, and it provides clients with regular portfolio reviews, participant education, and utilizes third-party technology for managing employer retirement plans.

Y Shih is a financial advisor with Oder Investment Management, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Oder Investment Management in 2021, Shih held positions at Bank of America, Merrill, Konnect Resources LLC, and UBS Financial Services. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors with discretionary investment management, financial planning, and retirement-plan consulting. The firm utilizes a combination of active and passive management, global diversification, and regular portfolio rebalancing based on individualized Investment Policy Statements.

Armen Kesian is a financial advisor at Evolve Private Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Sanctuary Securities, Inc., NYLIFE Securities LLC, and J.P. Morgan Securities. Outside of his advisory roles, Armen has been involved with Siraki, Inc. and In Home Supportive Services (IHSS). 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 and employs a fundamental, long-term investment approach utilizing diversified portfolios and advanced tools such as third-party AI decision-support.

David Kim is a financial advisor at Matauro, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Purshe Kaplan Sterling Investments, and Simplicity Investments, Inc. In addition to his advisory role, he is involved in fixed insurance products through a contracted relationship with CRUMP. Matauro, LLC manages over $1 billion across nearly 900 client relationships, providing wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, retirement plans, and business entities. The firm employs a diversified investment approach integrating fundamental, macroeconomic, technical, and ESG analyses, utilizing both in-house and third-party portfolio management across various asset classes.

Bruce Heymont is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Horizon Wealth Management, where he has worked since 2022. His prior experience includes roles at Heymont & Company, Inc. and LPL Financial. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fiduciary-oriented investment management and financial planning, utilizing diversified portfolios with mutual funds, ETFs, and individual securities supported by fundamental and technical analysis.

Alexander Collins is a CFP® and holds a Series 65 license with two years of experience in financial advising. He currently works at HCR Wealth Advisors in Los Angeles and previously held positions at Amgen and Starlight Marine Services. Collins also attended California Maritime Academy. HCR Wealth Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm uses a combination of fundamental and technical analysis with both long- and short-term strategies, managing nearly $2 billion in assets across ten advisors.

Kim Ibrahim is a financial advisor at Grant Tani Barash & Altman, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with the firm since 2004. Prior to that, he worked at Grant Tani Barash & Altman, Inc. beginning in 2000. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and various institutional clients. The firm offers bundled business-management services alongside customized investment advice, acting as a multi-family office liaison with a focus on non-discretionary investment recommendations and short-term cash management.

Crystal Lary is a financial advisor at Alliance Advisory & Securities, LLC with one year of industry experience. She holds the Series 65 designation and began her career at David S Reinders CFP, where she worked for 19 years before joining her current firm. Alliance Advisory & Securities, LLC provides investment management and financial planning primarily to individual clients, including high-net-worth individuals, as well as trusts, pension plans, and charitable organizations. The firm employs diversified model portfolios and modern portfolio theory, offering both discretionary and non-discretionary services along with held-away account management through the Pontera platform.

James Whiting is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Cheviot Value Management since 2018 and previously spent 21 years at Campbell Hall. Cheviot Value Management provides discretionary investment management and advisory services to individuals, trusts, estates, retirement plan participants, charitable organizations, and corporations. The firm employs a value-oriented investment approach that emphasizes fundamental analysis and diversification, with portfolio decisions made on a discretionary basis under a fiduciary duty.