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.

Jeffrey Garagliano is a financial advisor at Alliance Advisory & Securities, LLC with 27 years of industry experience. He holds the Series 66 designation and has been with the firm since 1998. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individuals, including high-net-worth clients, as well as trusts, pension plans, and charitable organizations. The firm employs diversified model allocations based on modern portfolio theory, offering both discretionary and non-discretionary portfolio management alongside financial planning and held-away account services.

Matt Stadelman is a financial advisor at Navalign, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Navalign since 2018, following prior roles at Carter Jacobs, LLC and 1080 Financial Group. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for around 677 clients, employing a blend of fundamental analysis and various investment strategies, including the use of margin borrowing and options within separately managed accounts.

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.

Timothy Wahl is a financial advisor at The Investment House LLC with 26 years of industry experience. He holds a Series 63 designation and has been with The Investment House since 2012. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled investment vehicles. The firm employs client-specific investment policies across multiple strategies using a combination of fundamental analysis and top-down sector selection, and manages registered investment companies, an ETF, and private funds.

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.

Ellen Himmel is a financial advisor at Regatta Capital Group, LLC with 10 years of industry experience and holds a Series 65 designation. She has been with Regatta Capital Group since 2016 and has operated a tax preparation service as a sole proprietorship since 2007. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension plans, trusts, estates, and institutional investors. The firm employs a long-term, fundamental-analysis approach and offers a variety of wealth management, portfolio management, and financial planning services, including digital-asset account facilitation and private fund management.

James Turo is a financial advisor with GT Investment Management, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He currently serves as Managing Director of GT Securities, Inc., and CEO of Growthink, Inc., a strategic business planning advisory firm. He is also involved with Guiding Metrics, a business analytics provider. GT Investment Management provides investment management and financial planning primarily to high-net-worth individual clients, managing approximately $5.5 million for about 35 clients as of the end of 2025. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to create tailored portfolios and offers a range of services including discretionary portfolio management and access to alternative investments.

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.

Martin Irani is a financial advisor with Cheviot Value Management, LLC, holding Series 63 and Series 65 licenses and with two years of industry experience. He previously worked at Hancock Management Partners for 25 years. Outside of his advisory role, he is the owner of Touchdown Capital, LLC, a real estate investment business. Cheviot Value Management is a privately owned registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, and institutional clients. The firm employs a value-oriented investment approach with fundamental analysis and diversification, offering portfolio management, financial planning, and other related services.

Francois Schramek is a CFA® charterholder with 10 years of industry experience. He is currently with Manhattan West Asset Management, LLC, where he has worked since 2019, following prior roles at JPMorgan Private Bank, DropTerra Limited, and Pathstone Federal Street. Manhattan West Asset Management serves individual and institutional clients including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm employs a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis across traditional and alternative asset classes, managing over $1 billion in discretionary assets.

Michael Jeppson is a financial advisor at Jeppson Wealth Management, LLC with one year of industry experience. He holds Series 65 and Series 66 licenses and founded Health Inspecta LLC, a health app that evaluates food and cosmetics for unhealthy ingredients. Jeppson Wealth Management is an SEC-registered firm serving individuals, pension plans, trusts, and various organizations. The firm provides wealth management, financial planning, and portfolio management services, typically managing client portfolios on a discretionary basis using fundamental and technical analysis and incorporating independent managers’ strategies.

Rem Oculee is a financial advisor at Confidence Wealth Management, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has served as CEO of multiple companies, including 3rd Delta, Inc., a marketing operations firm, Exit Mindset, LLC, which focuses on authorship of business growth strategies, and 9Q Ventures, LLC, a venture capital company. He also oversees insurance agencies affiliated with his firm. Confidence Wealth Management, Inc. manages approximately $454 million for individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities through a team of nine advisors. The firm employs proprietary model portfolios combined with third-party managers to implement diverse investment strategies, emphasizing risk management and diversification.

Tracy Shemano is a financial advisor at Quantum Financial Advisors, LLC in Santa Monica, CA, with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Abacus Wealth Partners for four years and operated Shemano Home for ten years. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses an asset-class, rules-based investment process with a focus on mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable strategies that incorporate factor tilts and institutional-class investment options.

Roque Wicker is the sole advisor at Westside Financial Advisors LLC in Los Angeles, California, with two years of industry experience. He is also the President and CEO of CT Watch Inc., a defense contractor he has led since 2008. Westside Financial Advisors LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, including high net worth clients, as well as corporations and businesses. The firm employs a primarily passive, asset-class-based investment approach supplemented by fundamental and technical analysis, and may use sub-advisory services to implement client portfolios.

Jason Vanclef is a financial advisor with Chicago Capital Management Advisors, LLC, holding a Series 66 credential and over 20 years of industry experience. He has held positions at several firms, including American Trust Investment Services, Inc., Delta Investment Management, LLC, and VFG Advisors, Inc. Outside of advisory work, he is the author of the book *My Wealth Code* and is involved in a software development venture related to gaming applications. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services for individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment approach with a range of model strategies tailored to client risk profiles and incorporates derivatives and outside managers as part of its solutions.

Kristina Zimmerman is a financial advisor at Lazari Capital Management, Inc. with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Lyndhurst Securities, Kovack Securities, and LPL Financial. Outside of her advisory role, she is president of Glasswing Consulting, Inc., a company providing business, operational, and compliance support to broker/dealers, RIAs, and fund companies. Lazari Capital Management offers portfolio management, financial and estate planning, and pension consulting to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and a private fund. The firm employs a diverse investment approach that includes fundamental, technical, cyclical, and quantitative analysis and manages accounts with regular monitoring and reviews.