Zachary Ostrow is a financial advisor at Validus Capital LLC in El Segundo, CA, holding a Series 65 designation. He joined Validus Capital in 2025 and has prior experience at KPMG and Kom Ferry. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services primarily to high-net-worth and ultra-high-net-worth clients. The firm offers customized, long-term portfolio construction and serves as an investment adviser to pooled investment vehicles with approximately $2.54 billion in assets under management as of December 31, 2025.

Evan Danu is a financial advisor at Validus Capital LLC holding a Series 66 designation with one year of industry experience. Prior to joining Validus Capital, he worked at UBS Financial Services Inc and Lockheed Martin. He is also a student worker under a federal work-study program at the University of Southern California. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm offers customized, primarily long-term portfolios using a range of investment vehicles and provides ongoing portfolio supervision and integrated family office services.

Elizabeth Mcelravey is a CFP® professional with 33 years of experience in the financial services industry. She is currently with CLG LLC and has held positions at Purshe Kaplan Sterling Investments and Cetera, among others. In addition to her advisory work, she owns McElravey Financial Planning, which focuses on expense management services. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement consulting. The firm employs a variety of analytical methods and investment strategies, utilizing third-party sub-advisors and derivative instruments to manage portfolios with both discretionary and non-discretionary approaches.

Michael Villarica is a financial advisor with Arrowroot Family Office, LLC, holding a Series 65 designation and five years of industry experience. He has been with Arrowroot Family Office since 2021 and previously worked at Arrowroot Tax & Business Management and Three18, Inc. He is based in Marina Del Rey, CA. Arrowroot Family Office provides advisory services to individuals, families, pension and profit-sharing plans, trusts, estates, corporations, charitable organizations, and pooled private investment vehicles. The firm emphasizes asset allocation using quantitative analytics and manages portfolios primarily composed of ETFs and mutual funds, with selective use of individual securities and fixed income.

Hiromi Mime is a Series 65-registered advisor with Advanced Portfolio Strategies in Torrance, CA. She has held roles at APS Management Group, Inc. and Advanced Portfolio Strategies since 2025 and previously worked at the U.S. Embassy Tokyo and the Consulate General of Japan in Los Angeles. Advanced Portfolio Strategies serves individuals, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting. The firm employs a diversified, multi-strategy investment approach that includes fundamental, quantitative, and technical analysis as well as both long- and short-term trading techniques.

Deron Dong is a CFP® professional with 11 years of industry experience, currently serving at Hippocratic Financial Advisors. His prior roles include positions at Rivetti Financial Group, Rivetti Investment Services, and Clarity Wealth Advisors. He also offers fixed insurance products, such as life, health, disability, and long-term care, through his DBA DSQ Advisors. Hippocratic Financial Advisors serves individual and high-net-worth clients, providing wealth management, portfolio management, and comprehensive financial planning. The firm follows a long-term, goals-based investment approach emphasizing strategic asset allocation primarily through mutual funds and ETFs, with customization for client needs.

Andrew Boughan is a financial advisor at Fort Point Capital Partners LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Goldman, Sachs & Co, American Century Investment Services, MassMutual, and Camden Capital LLC. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices through discretionary separately managed accounts and private pooled vehicles. The firm focuses on risk management with global diversification, active oversight, cost control, and tax-aware strategies including systematic tax-loss harvesting.

Turill Engelman is a financial advisor with Tactive Advisors, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Tactive Advisors, Engelman worked at firms including Cetera Wealth Services and Tax & Financial Group. Outside of financial services, Engelman owns and operates Bodies Performance, a personal training business. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors through a combination of robo-advisor technology and advisor-led structured model portfolios. The firm employs a tactical asset allocation approach based on the Black-Litterman framework and manages both discretionary and non-discretionary assets.

Greggory Jackman is a financial advisor with Secura Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at D.A. Davidson & Co., JPMorgan Chase Bank, and Arkadios Wealth Advisors. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $320 million for about 673 clients through a team of seven advisors, implementing investment strategies tailored to each client’s objectives and risk tolerance.

David Macleod is a CFP® and CFA® with 17 years of industry experience. He has been with Eclectic Associates, Inc. in Fullerton, CA, since 2010. Eclectic Associates, Inc. is a fee-only, SEC-registered investment adviser that provides discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team, constructing diversified portfolios using Modern Portfolio Theory and maintaining fiduciary standards for retirement accounts.

Melissa Godinez is a financial advisor at KTF Investments, LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for UBS Financial Services Inc. for 15 years. Outside of advising, she serves as a notary public. KTF Investments advises individuals, including high-net-worth clients, and retirement plans, offering financial planning and both discretionary and non-discretionary portfolio management primarily through a wrap fee program. The firm customizes asset allocations and investment strategies to client objectives and manages approximately $700 million in client assets with a team of four advisors.

Blake Martin is a financial advisor at Cloud Capital Management with two years of industry experience. He holds a Series 65 designation and previously worked at Ark Wealth Advisors and has been a performing musician at the Walt Disney Company for over ten years. Martin is also self-employed as a musician outside of his financial advisory work. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities, offering discretionary investment management and standalone financial consulting. The firm applies quantitative and qualitative analysis, modern portfolio theory, and model-based trading to manage approximately $300 million across about 130 client relationships.

Carlos Sanchez is a CFP® with 32 years of industry experience. He is currently with TritonPoint Partners, LLC and has previous experience at firms including Vivaldi Capital Management LP, U.S. Bancorp Investments, Inc., and J.P. Morgan Securities. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm’s investment approach emphasizes long-term asset allocation using modern portfolio theory, combining quantitative and fundamental analysis, and incorporates public equities, fixed income, and private-market alternatives.

Richard Moran is a CFP® with 57 years of industry experience, currently serving at CLG LLC. His career includes roles at Purshe Kaplan Sterling Investments and Cetera, and he has maintained an independent practice since 1974. CLG, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and insurance solutions. The firm utilizes a variety of analytical methods and manages portfolios through discretionary and non-discretionary strategies, integrating derivatives and third-party platforms.

Jason Weaver is a financial advisor and managing partner at Weaver Consulting Group, LLC, with 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017 before founding Weaver Consulting Group. He holds a Series 63 designation. Weaver Consulting Group provides financial planning, investment management, and pension consulting to individuals, high-net-worth households, and institutional retirement plans. The firm employs a holistic, client-focused asset-allocation process that incorporates both fundamental and quantitative analysis, utilizing mutual funds, ETFs, structured notes, and individual securities, along with third-party managers and specialized tools.

Cole Kahrilas is a financial advisor with GT Investment Management, LLC in Los Angeles, CA. He holds a Series 65 designation and has experience working with the Kahrilas Group since 2019, following a prior role at Eisner Law. GT Investment Management provides investment advice and financial planning primarily to high-net-worth individuals. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and non-investment services such as tax preparation and small-business planning, employing a tailored approach to client objectives and risk tolerance.

Terri Hughes is a financial advisor with CRUX Wealth Advisors in Long Beach, CA, holding a Series 66 designation and 20 years of industry experience. She has worked at Raymond James Financial Services and Arete Wealth Management before joining CRUX Wealth Advisors. Outside of her advisory duties, Terri is a paid notary public. CRUX Wealth Advisors offers investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using various analytical methods, generally managing client accounts on a discretionary basis with regular monitoring.

Chloe Barnett is a CFP®-certified financial advisor with six years of industry experience. She currently works at Regatta Capital Group, LLC, where she has been since 2021. Prior to joining Regatta, she held positions at Fidelity Investments, Freeman Mathis and Gary LLP, Redfin, and Luther Burbank Savings. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental-analysis approach to construct diversified portfolios focused on low-cost mutual funds and ETFs, supplemented with individual securities as appropriate, and also manages private pooled investment vehicles and digital-asset accounts.

Amber Shrosbree is a CFP® professional with eight years at Eclectic Associates, Inc. and five years of industry experience. Prior to joining Eclectic Associates, she worked at Integrated Procurement Technologies and Westmont College. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving approximately 1,200 client relationships, including individuals, trusts, charities, and businesses. The firm uses a fiduciary approach with diversified portfolios based on Modern Portfolio Theory and provides integrated financial planning and discretionary investment management.

Erik Helmstetter is a CFP®-designated financial advisor with 27 years of industry experience. He has been with Oder Investment Management, LLC since 2017 and previously worked at Morgan Stanley in various roles from 2009 to 2017. Outside of finance, he owns Trancension Music, LLC, which organizes music events and volunteer coordination in Los Angeles. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm applies Modern Portfolio Theory with a combination of active and passive management, global diversification, and periodic rebalancing to pursue real capital growth aligned with client risk tolerance.