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.

Kenneth Willner is a financial advisor with Willner & Heller LLC in Encino, CA, holding a Series 65 credential and 9 years of industry experience. He has been a partner at Willner & Ornedo LLP, a non-investment related tax preparation business, since 1977, dedicating approximately 20 hours per week to that role. Willner has worked at Willner & Heller LLC since 2004. Willner & Heller provides discretionary asset management and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $164 million across about 150 client relationships, emphasizing individualized portfolio construction, continuous supervision, and a range of investment strategies including the use of margin loans on a case-by-case basis.

Alberto Roditi is a financial advisor at New River Investments with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New River Investments since 2011, as well as at Roditi & Roditi LLC from 2012 to 2019. New River Investments provides discretionary portfolio management to individuals and business entities, including high-net-worth clients, through separately managed accounts and a related private fund. The firm employs multiple methods of analysis and offers a range of investment strategies, distinguishing itself by advising a related pooled vehicle with separate commodity pool operator registration and independent fund administration.

Daniel Conway is the founder and sole advisor at Conway Capital Management, Inc. in Burbank, CA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led his firm since 2004 and has prior experience in capital markets and the entertainment industry. Conway Capital Management provides investment management services to high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, and other legal entities. The firm employs a long-term investment approach supported by fundamental analysis and tailors portfolios to client objectives, managing approximately $212.8 million for about 68 clients.

George Bolton is a financial advisor at Westend Capital Management, LLC., holding a Series 63 designation with 17 years of industry experience. He has been with Westend Capital Management since 2004. Outside of his advisory role, he is the CEO of George Bolton Horses, a company involved in thoroughbred horse racing, breeding, and sales. Westend Capital Management serves individual and trust clients through separately managed accounts and a private pooled vehicle for accredited investors. The firm employs fundamental and technical research along with active portfolio management across multiple mandates, including long/short and hedging strategies.

Amandeep Singh is a financial advisor at Equanimity Financial Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Pruco Securities LLC, the United States Census Bureau, and California State University Los Angeles. Outside of finance, he was involved with Punjab Indian Market and Cuisine from 2015 to 2021. Equanimity Financial Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers discretionary portfolio management and specialized planning services, constructing individualized portfolios using a range of securities and employing both fundamental and cyclical analysis.

Alexandre Cohen is a financial advisor with Heights LLC in Los Angeles, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Hollister Associates, LLC, CAVU Ventures, MSA Securities, and Main Street Advisors. Cohen serves on the boards of several Los Angeles-based companies, including a marketing agency, apparel, and media firms. Heights LLC provides discretionary and non-discretionary investment management to high-net-worth individuals and private funds, managing approximately $239 million in assets across 11 clients. The firm offers customized investment strategies combining fundamental, technical, and cyclical analysis and also sponsors private investment vehicles focused on growth companies and special purpose ventures.

Peng Zhang is a financial advisor with Sagewater Wealth Management LLC in Los Angeles, holding a Series 65 designation and one year of industry experience. Prior to joining Sagewater, he has been employed at Google Inc. since 2006. Sagewater Wealth Management LLC provides discretionary portfolio management through separately managed accounts to individuals, high-net-worth clients, retirement accounts, trusts, and small businesses. The firm employs a concentrated, value-oriented investment approach focused on long-term ownership and margin-of-safety discipline, offering performance-based fee arrangements and the use of options and derivatives for income or risk management.

Han Cho is a financial advisor with Positive Delta Asset Management LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Positive Delta since 2011. Outside of advisory work, he holds a California real estate broker license and has been involved with real estate brokerage activities. Positive Delta Asset Management provides separately managed account services to individual and institutional clients, offering a Global Alpha multi-asset ETF strategy and customized portfolio management. The firm manages client assets using quantitative models and maintains transparency through client-held custody arrangements.

Matthew Crisafulli is a CFP® with 11 years of industry experience, currently serving at Acap Asset Management, Inc. since 2014. He holds the Series 65 designation and works from Studio City, CA. Acap Asset Management, Inc. provides investment advisory services to individuals, trusts, and pension/profit-sharing plans, offering tailored portfolios that include a variety of securities and incorporate both fundamental and technical analysis. The firm integrates investment management with tax and retirement-plan consulting services, supported by its affiliation with a Certified Public Accountant.

Eric Johanson is a CFA® charterholder with 10 years of experience in the financial industry. He has been with Scope Wealth Management in Santa Monica, CA since 2015. Scope Wealth Management provides personalized financial planning and discretionary investment management to private clients, including individuals, businesses, families, trusts, and estates. The firm uses a core-satellite portfolio construction approach that integrates low-cost passive holdings with fundamentally selected individual positions and employs option and derivative strategies within separately managed accounts.

Bin Hong is a financial advisor with Corrigit Capital Group in Pasadena, CA, holding a Series 65 designation and eight years of industry experience. Prior to joining Corrigit in 2018, he worked at KPMG from 2014 to 2017 and FengXian Quant from 2011 to 2018. Corrigit Capital Group provides discretionary investment management and advisory services to high-net-worth individuals, charitable organizations, and businesses. The firm manages portfolios using fundamental and technical analysis, cyclical monitoring, and a variety of investment instruments, serving a small client base through a team of three advisors.

Patricia Alexander is a financial advisor with Mission Street Wealth Planning in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked with Mission Street Wealth Planning since 2003 and also serves as a professional fiduciary advisor at Private Trust Management Group, where she acts as a private trustee and estate administrator. Mission Street Wealth Planning provides financial planning and portfolio management services to individuals, families, small business owners, health care professionals, and various committees, emphasizing diversified, research-based investment strategies implemented on a non-discretionary basis.

Matthew Heller is a financial advisor at Willner & Heller LLC with 25 years of industry experience. He has been with the firm since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he leads a professional networking group, Highrise Networks, for which he receives compensation based on membership activity. Willner & Heller LLC provides discretionary asset management and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $164 million across about 150 client relationships, emphasizing individualized portfolio construction, continuous supervision, and a range of investment strategies including the use of margin loans under specific circumstances.

Katerina Minevich is a CFP® and holds a Series 65 license. She began her advisory career in 2026 and currently works at Quantitative Financial Strategies, a supported firm based in Los Angeles. Prior to entering financial advising, she spent nine years at NuORDER, Inc and was self-employed for four years. Quantitative Financial Strategies serves individual and high-net-worth clients with fee-only services including investment and wealth management, financial planning, and retirement plan consulting. The firm employs asset-allocation and modern portfolio theory using a combination of passive and active investments and model portfolios, managing most client relationships on a discretionary basis with support from technology such as AI tools.

Samantha Powell is a financial advisor at New River Investments in Los Angeles, CA, holding a Series 65 designation with eight years of industry experience. She has been with New River Investments since 2014. New River Investments provides discretionary portfolio management to individuals, high-net-worth clients, and certain business entities through separately managed accounts and by advising a related private fund. The firm utilizes a combination of charting, fundamental, technical, cyclical, and statistical analysis and employs a range of trading strategies, including the use of derivatives.

Harold Davidson is the principal of Harold Davidson & Associates, Inc. in Los Angeles, CA, with 28 years of industry experience. He has worked at Harold Davidson & Associates since 1973. 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 using fundamental analysis and a combination of long- and short-term strategies across various asset classes, including public securities and private real estate investments.

Charles Lee is a financial advisor at The Sterling Group in Pasadena, CA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Odyssey Wealth Design and LPL Financial. The Sterling Group is a team-based advisory firm serving individuals, trusts, estates, retirement plans, and business entities with discretionary asset management and financial planning. The firm emphasizes customized asset allocation, diversification, and periodic rebalancing, and may engage third-party portfolio managers while maintaining oversight and direct client contact.

Janet Gerlings is a CFP® professional with nine years of industry experience. She currently works at Mana Financial Life Design and previously spent seven years at Foothills Financial Planning, Inc. There are no notable outside activities reported. Mana Financial Life Design serves individual and high-net-worth clients as well as employer plan sponsors, offering financial life planning, discretionary investment management, employee benefit plan advisory, estate planning support, and project consulting. The firm employs a long-term investment approach combining liquid, low-cost ETFs and mutual funds with active tax management, and also offers client education through seminars, workshops, and a bi-weekly newsletter.