Ahsoo Ahn is a financial advisor with Galliott Capital Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Morgan Stanley and Insigneo Advisory Services. Galliott Capital Advisors is a family-office and investment advisory boutique serving high- and ultra-high-net-worth individuals, families, businesses, institutional clients, and retirement plan sponsors. The firm offers asset and portfolio management, financial planning, multi-family office services, and retirement-plan consulting, utilizing a range of investment strategies including equities, fixed income, options, and alternatives.

John Ceurvorst is a financial advisor at Pursuit Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Investment Research & Management, LLC since 2000. Pursuit Wealth Management provides discretionary investment management to individuals, corporations, trusts, estates, and charitable organizations, including retirement accounts where it acts as an ERISA fiduciary when applicable. The firm employs various allocation strategies incorporating options and option-writing to pursue income and growth, managing approximately $35.5 million in discretionary assets.

Gary Karz is a CFA® charterholder with seven years of industry experience. He is currently an advisor at WWM Advisory Inc. and previously worked at Tri Star Sport & Entertainment and as an independent consultant. He is also the owner of INVESTORHOME.COM, a research website that is currently non-active. WWM Advisory Inc. provides investment advisory and portfolio management services primarily to individual clients and pension or profit-sharing plans associated with its affiliated business-management practice. The firm focuses on asset allocation and mutual fund/ETF analysis to create portfolios tailored to clients’ goals, with accounts reviewed quarterly and managed on a discretionary basis when appropriate.

Kenneth Gillespie is a financial advisor at Hermosa Wealth Management with 22 years of industry experience. He holds the Series 63, 65, and 66 designations. His previous work includes roles at Oppenheimer & Co. Inc. and Garv, Inc. Outside of advisory work, he owns Hermosa Tax Inc., a tax preparation and bookkeeping business. Hermosa Wealth Management provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers educational seminars and may engage sub-advisors to manage portfolios, tailoring investment programs to client goals and reviewing them regularly.

Arthur Kraus is a ChFC®-designated financial advisor with over 53 years of industry experience. He has been with Capital Intelligence Advisors, Inc. since 2004 and is also affiliated with LPL Financial, LLC. Kraus conducts seminars on financial planning topics for businesses and associations. Capital Intelligence Advisors provides financial planning services to individuals, families, small businesses, and institutional clients, including pension plans and foundations. The firm focuses on delivering written financial plans and ongoing planning engagements without discretionary portfolio management or custody of client assets.

Scott Sitrin is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Sitrin Capital Management, LLC since 2016, where he is one of four advisors. Sitrin Capital Management, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a top-down investment approach focused on identifying leading sectors within the S&P 500 and selecting individual equities, complemented by fundamental, technical, and cyclical analysis.

Darrach Mc Carthy is a financial advisor at Victus Capital Wealth with 23 years of industry experience. He holds a Series 66 designation and has been with Victus Capital Wealth since 2010. Outside of his advisory role, he serves as CFO and director of his wife’s public relations firm, Lucia Singer Public Relations, managing its books on a part-time basis. Victus Capital Wealth serves individuals, trusts, retirement plans, and corporate entities by providing portfolio management, retirement plan consulting, and access to third-party money managers. The firm employs a combination of fundamental and technical analysis and offers a range of investment strategies, including discretionary management and private equity allocations, while also sponsoring a pooled investment vehicle focused on qualified opportunity zone real estate.

Adam Scott is a financial advisor at Argyle Capital Partners, LLC in Los Angeles, CA, holding a Series 66 designation with 21 years of industry experience. He has been with Argyle Capital Partners since 2012. Outside of his advisory role, Scott serves as president of the Barrington Court Homeowners Association. Argyle Capital Partners is an SEC-registered investment adviser managing discretionary portfolios for individuals, corporations, small businesses, and retirement plan sponsors. The firm employs an active, total-return approach using index funds, equities, and fixed income, tailoring allocations to clients’ risk tolerance and preferences, and offers a broad range of planning and consulting services.

Thomas Smith is a CFP® professional with two years of experience at Vita Wealth Advisors, LLC and over a decade of prior experience at The Northern Trust Company. He is based in Manhattan Beach, CA. Vita Wealth Advisors offers wealth management and investment services to high-net-worth individuals and various family-related entities, employing discretionary portfolio management that incorporates factor investing and quantitative methods. The firm operates as a small, two-person team providing both traditional and specialty services, including divorce financial analysis and formal written wealth plans.

Xi Zhang is a financial advisor at Aligne Wealth Advisors Investment Management (AWAIM) in Los Angeles, CA, holding a Series 66 designation with two years of industry experience. Prior to joining AWAIM, Zhang worked at LPL Financial for three years and has diverse experience including roles outside finance such as with M.A.D Dance & Music. Aligne Wealth Advisors Investment Management manages approximately $224 million for around 200 clients, including individuals, trusts, business entities, charitable organizations, and retirement plans. The firm employs a discretionary investment approach based on proprietary global macroeconomic research, utilizing model portfolios primarily composed of mutual funds and ETFs.

Edward Berry is a financial advisor at GreenShields Capital LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GreenShields Capital since 2017. Prior to that, he spent a decade at Questar Asset Management and Questar Capital Corporation. Berry is also the president and founder of Youth Awakening Ministries, a nonprofit organization. GreenShields Capital serves individual and high-net-worth clients as well as employer-sponsored retirement plans, managing approximately $177 million across about 140 accounts. The firm employs a discretionary investment approach guided by customized Investment Policy Statements, using mutual funds, ETFs, equities, and TIPS based on a blend of fundamental, quantitative, technical, and cyclical analysis.

David Matthew is a financial advisor at Bruin Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has work history including roles at Goldberg & Company, SingerLewak, LLP, KPMG, LLP, and PwC. Outside of advisory activities, he is the manager and majority owner of 4250 Properties, Inc., a tax consulting company. Bruin Wealth Advisors serves individuals and institutional clients with portfolio management, financial planning, and pension consulting, using a range of analytical methods and active strategies. The firm manages approximately $37 million in assets and offers both discretionary and non-discretionary management without account minimums.

Jerry Madrid is a CFP® professional with 23 years of industry experience, currently serving at Madrid Retirement Advisors in Manhattan Beach, CA. He has worked at LPL Financial LLC since 2009 and founded Madrid Financial Services in 2015. Outside of advisory services, he is president of Full Circle Media, a non-investment-related business. Madrid Retirement Advisors provides portfolio management and investment advice primarily to high net worth individuals through a wrap-fee asset management program. The firm offers tailored investment strategies using a combination of fundamental, technical, cyclical, and charting analyses, and manages accounts on both discretionary and non-discretionary bases.

Darin Guthrie is a financial advisor at Opus Private Wealth Group, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Fidelity Investments, TD Ameritrade, Ameriprise, New England Securities, and Equitable Advisors. Opus Private Wealth Group provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers individualized portfolio management through a wrap fee program and employs a range of strategies, including fundamental, technical, and cyclical analysis, with an emphasis on tax-efficient asset location and opportunistic rebalancing.

Nitin Thakkar is a financial advisor at R Tech Advisors, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with R Tech Advisors since 2008. R Tech Advisors provides comprehensive financial planning, investment portfolio management, and consulting services to individuals, privately held businesses, and pension and profit-sharing plans. The firm delivers customized, non-discretionary advice and offers fiduciary services, estate planning, and business consulting, with a focus on client education and periodic account monitoring.

Adam Shipley is a financial advisor at NorthWoods Financial Partners LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Perch Capital, LLC and National Asset Management. Shipley is also active as a registered representative at Emerson Equity LLC. NorthWoods Financial Partners LLC, founded in 2024, provides discretionary and non-discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services primarily to individual clients. The firm’s investment programs are tailored to clients’ goals, time horizons, and risk tolerances, and employ a variety of analytical strategies with portfolios managed on either a discretionary or non-discretionary basis.

Veronika Lysyanska is a financial advisor at Dishmi Capital, LLC with nine years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, TD Ameritrade, Caerus Investment Advisors, and Rillhurst Capital. Dishmi Capital provides discretionary investment management and advisory services to individuals, trusts, business entities, and employer-sponsored retirement plans. The firm combines a wrap-fee portfolio program with pension consulting and institutional portfolio management, employing a range of investment strategies tailored to client objectives and risk tolerances.

Joanie Morioka is a financial advisor with Kondo Wealth Advisors, Inc in Pasadena, CA, holding a Series 66 designation and 22 years of industry experience. She has been with Kondo Wealth Advisors since 2007 and Purshe Kaplan Sterling Investments since 2011. Kondo Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses both fundamental and cyclical analysis across various asset classes and combines portfolio management with planning and consulting, managing approximately $365 million in discretionary assets.

Miles Rader is an advisor at Willner & Heller LLC with Series 65 and Series 66 licenses and three years of industry experience. His prior roles include positions at MAP Strategic Wealth Advisors and UBS Financial Services. Outside of finance, his background includes working in the restaurant industry and a role at California Lutheran University. Willner & Heller LLC provides discretionary investment management to individuals, pension and profit-sharing plans, and charitable organizations, offering ongoing retirement plan consulting and tailored portfolios that include individual securities and funds. The firm’s approach includes fundamental and fund analysis, with services that extend to margin borrowing and securities pledging in separately managed accounts.

Cynthia Aragon is a financial advisor with Brentview Investment Management, LLC, holding Series 63, 65, and 66 designations and 19 years of industry experience. She has worked at several firms, including Cavu Securities LLC and Altegris Investments. Outside of her advisory role, she operates her own law practice, providing compliance consulting and legal advice to investment companies and corporate clients. Brentview Investment Management serves high-net-worth individuals and institutional clients, offering discretionary portfolio management with a focus on dividend growth strategies across U.S. and international markets. The firm is employee-owned, certified as a Minority Business Enterprise, and participates extensively as a sub-advisor in various wrap and managed account platforms.