Jay Henriksen is a financial advisor at J K R & Company, Inc. with eight years of industry experience. He holds a Series 65 designation and has a background that includes a 20-year tenure at Medtronic prior to joining J K R & Company in 2018. J K R & Company provides investment management, financial planning, and retirement plan services to individuals, high net worth clients, and plan sponsors. The firm delivers customized portfolios with ongoing monitoring and offers written financial plans, managing significant discretionary and retirement plan assets.

Nicholas Gutierrez is a financial advisor at JSF Financial, LLC in Los Angeles, CA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at NewEdge Securities, Westlake Financial, and experience outside finance in the food service and retail sectors. JSF Financial provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm offers bespoke portfolio management and access to third-party managers and private funds, managing approximately $1.97 billion across nearly 800 client relationships.

Scott Shagrin is a financial advisor with Beverly Hills Private Wealth, LLC, holding a CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including prior roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He has been with Beverly Hills Private Wealth since 2022. Beverly Hills Private Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm manages discretionary portfolios using asset-allocation frameworks and a combination of fundamental, technical, quantitative, and sector analyses, employing a range of strategies across public and private securities.

Payton Thompson is a financial advisor at Dew Point Capital with a Series 65 designation and one year of industry experience. Prior to joining Dew Point Capital, Thompson held roles at Pepperdine University, JRK Property Holdings, and NorthStar Ski Resort. He also has experience as a member of the Boothbay Harbor Yacht Club. Dew Point Capital is an SEC-registered advisory firm that provides fee-based discretionary portfolio management, financial planning, retirement income planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages approximately $512 million in client assets and employs a strategic allocation approach that incorporates fundamental and cyclical analysis with a long-term purchase strategy and occasional short-term adjustments.

Hong Tran is a CFP® professional with 16 years of experience in the financial services industry. He has been with Logic Wealth Management since 2010 and also worked at Origin Financial LLC starting in 2021. Tran holds a Series 65 license and provides investment advice and financial planning. Logic Wealth Management serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations. The firm employs a tailored investment approach combining fundamental, technical, and cyclical analysis, managing portfolios with discretionary trading authority and regular reviews.

Steven Weinberger is a financial advisor with HCR Wealth Advisors in Los Angeles, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at HCR Wealth Advisors since 1999 and has been associated with Investment Security Corporation since 2002. 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 uses a combination of fundamental and technical analysis to implement portfolios on a discretionary basis and manages nearly $2 billion in client assets across ten advisors.

Crystal Oculee is a financial advisor with Confidence Wealth Management, Inc. in Los Angeles, holding a Series 65 credential and bringing 15 years of industry experience. She has worked with Parson Latimer & Judge, LLC and has served as CFO of an affiliated insurance agency. Oculee is also an author and public speaker focusing on financial planning and retirement goals for women. Confidence Wealth Management, Inc. serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities, managing approximately $454 million. The firm combines proprietary model portfolios, third-party managers, and a mix of passive ETFs and actively managed mutual funds, with an emphasis on risk management and diversification.

Aryan Golzar Shabestary is a financial advisor at Navalign, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Navalign, he worked at BNY and F.G. Consulting, where he accumulated over a decade of experience. Navalign is a team firm serving individuals, retirement plans, trusts, and business entities with investment advisory and planning services. The firm employs a fiduciary approach that includes portfolio tailoring, quarterly reviews, and rebalancing, while also offering comprehensive planning services covering corporate tax, business transitions, and pension consulting.

Chi Zhang is a financial advisor at Logic Wealth Management, LLC with a Series 65 designation and three years of industry experience. Prior to joining Logic Wealth Management, Chi Zhang worked at Olive Asset Management for one year. Chi Zhang has also operated as a solo practitioner attorney since 2015. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other business entities with tailored investment strategies combining fundamental, technical, and cyclical analysis. The firm offers discretionary portfolio management and financial planning, with regular portfolio reviews and rebalancing.

Alex Chalekian is a financial advisor with Lake Avenue Financial LLC in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Lake Avenue Financial and its predecessor firms since 2014 and previously spent 17 years at LPL Financial. Outside of advisory work, he is involved with Disrupter Labs, LLC, a real estate investment and consulting business. Lake Avenue Financial LLC serves individual clients, including high-net-worth and non-HNW individuals, as well as brokerage customers and financial institutions. The firm offers financial planning and portfolio management using customized asset allocation and model-based strategies, combining fundamental, technical, and cyclical analysis with ongoing supervision and rebalancing.

Rachel Liao is a financial advisor at Globalink Wealth Management, LLC in Pasadena, CA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Globalink Wealth Management, she spent several years in educational roles at local schools. Globalink Wealth Management offers financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a range of investment strategies including fundamental and technical analysis, long-term holdings, active trading, and option writing, and provides access to both in-house and third-party discretionary management.

Justin Mccurdy is a financial advisor at Manhattan West Asset Management, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Manhattan West since 2017, previously working at AdvicePeriod, LLC. Outside of his advisory role, he is president of a summer basketball camp program called ProSkills. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and a Digital Asset Advisory Program. The firm employs a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis across various investment strategies, managing over $1 billion in assets.

Kevin Lum is a CFP®-credentialed financial advisor with seven years of industry experience. He has worked at Foundry Financial LLC since 2019 and previously spent six years at The Table. Outside of his advisory role, he dedicates time weekly to managing insurance sales. Foundry Financial LLC offers discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and charitable organizations. The firm uses a risk-based, diversified investment approach with adviser-held discretion to manage long-term client portfolios.

Kevin Sacre is a financial advisor with Atlantic Investments a Registered Investment Advisor, Inc. in Los Angeles, CA, holding a Series 65 designation and 11 years of industry experience. He has worked at Atlantic Investments since 2015 and Atlantic Financial Services, Inc. since 2017. Outside of financial services, Sacre owns Sacre Images, a photography business established in 2010. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm does not manage client assets directly but offers services including retirement planning, cash-flow and tax reviews, estate planning modules, and referrals to other professionals.

Scott Hood is a CFP® and CFA® with 33 years of industry experience, currently serving at First Wilshire Securities Management, Inc. since 1998. He holds a controlling ownership interest and officer roles in affiliated management entities Lake Street Management, LLC and Mount Wilson Management, LLC. First Wilshire Securities Management, Inc. provides discretionary investment management to individuals, high-net-worth clients, pension and institutional accounts, focusing on a value-oriented approach to small- and micro-cap U.S. and foreign equities. The firm manages separately managed accounts and affiliated private funds, employing fundamental research and an investment committee to guide portfolio decisions.

Iain Whyte is a financial advisor with Pasadena Private Wealth, LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, Purshe Kaplan Sterling Investments, and GT Securities. Outside of his advisory work, he is involved as a principal in Pasadena Private Solar Production, an alternative energy company. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, offering asset management, financial planning, retirement consulting, and private fund management. The firm employs a fundamental analysis approach with long-term portfolio construction while incorporating shorter-term trading aligned with client objectives.

Harley Wedgbury is a CFP® with 26 years of industry experience, currently serving at California Financial Partners, Inc. since 2001. He also maintains a concurrent affiliation with LPL Financial. California Financial Partners provides financial planning and consulting services to individuals, business entities, and pension and profit-sharing plans, focusing on cash flow, retirement, tax, insurance, and estate planning. The firm follows a structured planning process and relies on fundamental analysis and public research sources in evaluating investments, without managing client assets or providing discretionary portfolio management.

Brent Donovan is a financial advisor at Grant Tani Barash & Altman, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Geneos Wealth Management, Inc. and Hightower Securities. Outside of his advisory role, he is president of MAD Donovan Inc. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and various institutions. The firm offers bundled business-management services alongside customized asset allocation and acts as a multi-family office liaison, providing both investment recommendations and due diligence on third-party managers.

Aram Urfalyan is a CFP® and ChFC® credentialed financial advisor at Acrylic Financial, Inc. with 11 years of industry experience. His prior roles include positions at Pruco Securities, LLC and J.P. Morgan Securities. Outside of his advisory work, he serves as CEO of Paper Tycoon Inc. and is licensed as a realtor and notary. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles. The firm employs a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management alongside one-time and ongoing planning.

Kevin Kiely is a financial advisor at Checchi Capital Advisers, LLC with three years of industry experience. He holds a Series 65 designation. His prior work experience includes positions at Deloitte and Berry Global, as well as a period studying at Southern Methodist University. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and a variety of institutional and pooled clients. The firm uses quantitatively driven investment strategies employing proprietary models, ETFs, and tax-optimization techniques across globally diversified equity and fixed-income portfolios.