Tara Koda is a financial advisor at California Capital Management with a Series 65 designation. She has been with the firm since 2023 and has prior work experience spanning roles in home support services and environmental services. California Capital Management offers investment advisory services to individuals, trusts, pension plans, and corporate clients, managing approximately $358 million in discretionary assets. The firm provides customized portfolio management through wrap fee programs and retirement plan consulting tailored to clients’ time horizons, risk tolerance, and goals.

Razmig Der Tavitian is a CFA® charterholder and financial advisor at Evolve Private Wealth, LLC with four years of industry experience. He previously worked at Sanctuary Advisors, Sanctuary Securities, Wells Fargo Clearing, and MUfG Union Bank. He serves on the investment committee of the Western Diocese Endowment Fund and is a board member of the Hovsepian School, an educational organization. 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 across 679 clients, employing a fundamental and long-term investment approach that includes diversified portfolios of low-cost mutual funds, ETFs, individual equities and bonds, independent managers, alternative investments, and use of derivatives supported by artificial intelligence tools.

Lorenzo Esparza is a financial advisor at Manhattan West Asset Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Manhattan West since 2016. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and a Digital Asset Advisory Program, managing over $1 billion in discretionary assets through a fiduciary, client-tailored approach that combines multiple investment strategies across various asset classes.

Stephen Seo is a CFA® charterholder with 11 years of industry experience. He currently works at L & S Advisors, Inc., where he has been since 2023, and previously spent eight years at RVW Wealth, LLC. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach across a range of strategies and asset types, including derivatives and private investment vehicles.

David Rosenberg is a financial advisor with Nadler Financial Group, Inc. in Los Angeles, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Nadler Financial Group and Ausdal Financial Partners since 2012. Outside of his advisory role, Rosenberg serves as president of a political action committee and acts as an assistant football coach at a high school. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients through a team of 15 advisors. The firm provides discretionary investment management and financial planning services using diversified mutual funds and ETFs, tactical asset allocation, and specialized strategies such as direct indexing, serving individuals, charitable organizations, and retirement plans.

Giovanni Cuarez is a financial advisor at Tactive Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Strategy Marketplace, LLC and ABI Business Insurance Services. Outside of advisory work, he operates a tax preparation service for individuals and small business owners and is also involved as a mortgage loan originator and insurance broker. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, offering portfolio management through a robo-advisor platform and an Advisor Advice service. The firm uses a Black-Litterman framework for tactical asset allocation and is notable for its role in serving other advisors through TAMP and sub-advisory relationships alongside its retail offerings.

Mark Delgadillo is a financial advisor with SFE Investment Counsel Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining SFE Investment Counsel in 2020, he worked at D.A. Davidson & Co. for seven years. SFE Investment Counsel serves a range of clients including individuals, families, trusts, charitable organizations, and institutional investors, offering customized investment supervisory services. The firm’s approach focuses on asset allocation, long-term holding strategies, and concentrated equity portfolios supported by fundamental, technical, and cyclical analysis combined with fixed-income laddering.

Nick Garris is a financial advisor at TriaGen Wealth Management LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2008 to 2020 before joining TriaGen in 2020. TriaGen Wealth Management is a registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored, suitability-based investment process and utilizes a range of strategies and instruments, including third-party money managers, model portfolios, and options trading, while integrating operational AI tools for client service and back-office functions.

Lily Mossayi is a financial advisor at AIRE Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has worked at AIRE Advisors since 2021. Prior to that, her background includes positions in real estate and law firms. AIRE Advisors manages approximately $1 billion in client assets, serving individual clients, family offices, employer retirement plans, and brokerage customers. The firm emphasizes strategic asset allocation and employs a range of investment strategies, including the use of third-party money managers, with services offered on both discretionary and non-discretionary bases.

Gregory Zedlar is a financial advisor with California Capital Management in North Hollywood, CA, holding the ChFC® and Series 66 designations and bringing 22 years of industry experience. He has been with California Capital Management since 2004. Outside of advisory work, he is a co-trustee of the G & L Zedlar Family Trust and is involved with Conceptual Thinking, LLC, which invests in startups. California Capital Management provides investment advisory services to individuals, trusts, pension plans, and corporate entities with a focus on customized portfolio management. The firm manages approximately $358 million in discretionary assets for a client base of several hundred accounts, offering wrap fee programs and retirement plan consulting tailored to various time horizons and risk tolerances.

James Frawley is a financial advisor at Westside Investment Management, LLC with 28 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Westside Investment Management since 2015, as well as LPL Financial since 2004. Westside Investment Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charities, and plan sponsors. The firm employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, options, derivatives, and alternative investments, and participates in specialized programs such as SEI’s Managed Accounts Program.

Darren Pollock is a financial advisor at Cheviot Value Management, LLC with 20 years of industry experience. He holds a Series 65 credential and has been with Cheviot Value Management since 2000. Cheviot Value Management is a privately owned registered investment adviser serving individuals, trusts, retirement plans, charitable organizations, and institutional clients. The firm applies a value-oriented investment approach grounded in fundamental analysis, utilizing diversified and sometimes concentrated portfolios, along with a range of strategies including tactical asset allocation and absolute-return techniques.

Joshua Sailar is a CFP®-certified financial advisor at Blue Zone Wealth Advisors, LLC with 13 years of industry experience. He has worked at Blue Zone Wealth Advisors since 2019, following three years at Miracle Mile Advisors, LLC. Additionally, he holds a California insurance agent license and has been involved in the sales of life insurance and fixed annuities since 2015. Blue Zone Wealth Advisors is a team-based registered investment adviser serving individual and high-net-worth clients, as well as retirement plans, trusts, and business entities. The firm employs a diversified investment approach combining fundamental, quantitative, technical, and sector analysis and offers access to private pooled investment vehicles for qualified clients.

Richard Plamondon is a financial advisor at Lazari Capital Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lazari Capital since 2018, following a nine-year tenure at Mutual Securities. Outside of his advisory role, he is also a licensed insurance agent specializing in Medicare insurance products. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting services to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and a private fund. The firm employs a multifaceted investment approach that includes fundamental, technical, cyclical, and quantitative analysis and manages accounts primarily on a discretionary basis.

Matt Stadelman is a financial advisor at Navalign, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Carter Jacobs, LLC, 1080 Financial Group, OSAIC Services, Inc., and Waddell & Reed. He has been with Navalign since 2018. Navalign provides investment advisory and planning services to individuals, retirement plans, trusts, and business entities. The firm employs a fiduciary approach with tailored portfolio management and a broad range of financial planning services, including corporate tax planning and business transition consulting, and utilizes derivatives and leverage in its investment strategies.

Bradley Salo is a CFP® with 39 years of industry experience. He has been with California Capital Management since 2004 and also works with Purshe Kaplan Sterling Investments. Outside of his advisory work, he is president of One Management Group, Inc., a landscape design consulting firm. California Capital Management provides investment advisory services to individuals, trusts, pension plans, and corporate entities, managing roughly $358 million in discretionary assets across several hundred accounts. The firm offers customized portfolio management through a wrap fee program and retirement plan consulting, utilizing a range of investment strategies including ETFs, mutual funds, equities, fixed income, and options.

Handong Yu is a financial advisor at Dew Point Capital with one year of industry experience. He holds a Series 65 designation and has worked at Dew Point Capital since 2024. Prior to this, he held various roles including positions at StockSwap and the JACCK Foundation for the Arts. Dew Point Capital provides fee-based discretionary portfolio management and financial planning services to individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities. The firm uses a custom, strategic allocation approach emphasizing long-term purchase strategies with flexibility for short-term trades under certain market conditions.

Steven Nudelman is a financial advisor at BMB Advisers LLC in Los Angeles, holding a Series 65 designation with 18 years of industry experience. He has been with BMB Advisers and its affiliated firm Freedman Broder & Company since 2008. BMB Advisers provides discretionary and non-discretionary investment management and an independent-adviser referral program primarily serving high-net-worth individuals, trusts, estates, and retirement plan accounts, with a client base concentrated in the entertainment industry. The firm focuses on long-term portfolio management using primarily mutual funds, ETFs, and individual bonds, and refers clients seeking active or specialized strategies to independent third-party advisers.

Timothy Day is a financial advisor at Evolve Private Wealth, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at IEQ Capital, RBC Capital Markets, and Charles Schwab. Prior to his finance career, he held roles outside the industry, including positions at Lazy Dog Restaurant/Bar and California State Polytechnic University, Pomona. Evolve Private Wealth provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and other entities. The firm manages approximately $2.15 billion in assets and employs a fundamentally driven, long-term investment approach utilizing diversified portfolios of mutual funds, ETFs, individual securities, and alternatives.

Michael Laine is a CFP® with 42 years of industry experience, currently serving at Altruist Advisors LLC. He has previously worked at LPL Financial Corporation for 17 years. In addition to his advisory role, he owns Living Well Enterprises LLC, a sailboat charter business. Altruist Advisors serves individual investors, trusts, estates, and other entities with discretionary portfolio management and financial planning services. The firm combines fundamental, technical, and quantitative analysis with modern portfolio theory, implementing both proprietary and third-party model portfolios through its integrated technology platform.