Ofer Ben Menahem is a financial advisor at L&S Advisors, Inc. with 16 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at RVW Wealth, LLC, First Foundation, and Mercer Advisors. L&S Advisors offers investment management, financial planning, and retirement-plan advisory services to individual clients, trusts, businesses, and charitable organizations. The firm employs tactical and unconstrained strategies based on macroeconomic and monetary-cycle analysis, managing a diverse range of portfolios including equity, fixed income, and alternative investments.

Paul Matheson is a financial advisor with Cheviot Value Management, LLC, holding a Series 63 designation and over 50 years of industry experience. He previously worked at Wedbush Morgan Securities for 13 years before joining Cheviot in 2022. Cheviot Value Management provides discretionary investment management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach with fundamental analysis, diversification, and tactical strategies, while also offering financial planning, budget coaching, and access to an insurer-consultation platform.

Charles Hastings is a financial advisor at Checchi Capital Advisers, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including multiple roles within B. Riley entities from 2013 to 2025. Hastings serves as a board member of Applied Digital. Checchi Capital Advisers, LLC provides discretionary portfolio management to high-net-worth individuals, institutions, and other advisers through sub-advisory arrangements. The firm employs proprietary quantitative and statistical models to manage portfolios using both exchange-traded funds and direct securities, emphasizing model-driven portfolio construction rather than individualized financial planning.

Andy Chong is a CFA® charterholder with five years of industry experience. He has worked at Highline Wealth Partners since 2020 and previously held a role at BNY Mellon from 2016 to 2019. Highline Wealth Partners is a registered investment adviser serving individuals, trusts, foundations, retirement plans, and business entities. The firm offers investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, with portfolio decisions centralized through an Investment Committee that oversees asset allocation and fund selection.

Nathan Chong is a financial advisor at AWM Capital, LLC with a Series 65 credential and one year of industry experience. He previously worked at Cooper McManus and attended St. Mary’s College. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm utilizes a liability-driven investing approach and offers financial planning, retirement advice, business consulting, and asset management through a diverse range of investment vehicles and affiliated private funds.

Grace Kreifels is a financial advisor at Hill Investment Group in Santa Monica, CA, holding a Series 63 designation with 12 years of industry experience. She previously worked at Dimensional Fund Advisors from 2016 to 2024 and joined Hill Investment Group and Quasar Distributors, LLC in 2024. Kreifels also serves as Lead Advisor at Hill Investment Group Partners, LLC, focusing on managing relationships and team resources. Hill Investment Group provides investment management and financial planning services to individuals, high-net-worth clients, families, and institutions, including ERISA retirement plans. The firm employs a long-term, rules-based investment approach grounded in Modern Portfolio Theory, utilizing diversified no-load mutual funds, ETFs, and proprietary strategies such as boxed-options liquidity and management of held-away accounts.

Emily Xing is a CFA® charterholder and holds a Series 65 license. She is currently with Dew Point Capital and has been in the financial industry for one year. Prior to this, she was the Managing Director at Calistone Capital LLC, a hedge fund general partner, where she managed fund operations. Outside of her advisory role, she holds a California real estate broker license. Dew Point Capital provides fee-based discretionary portfolio management and financial planning to individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities. The firm uses a custom, strategic allocation approach based on fundamental and cyclical analysis, offering a range of investment instruments and monitoring accounts at least annually.

Caroline Zimmer is a financial advisor at Angeles Wealth Management, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates Inc. Caroline’s background includes four years at the University of Southern California. Angeles Wealth Management provides discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm typically acts as a manager-of-managers, allocating client capital to model portfolios and third-party managers while incorporating alternative investments through private funds and fund-of-fund structures.

Nathan Mescobi is a financial advisor at AIRE Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has worked in various roles including at FKGB Accounting and the Law Offices of Joseph Miskabi. AIRE Advisors manages approximately $1 billion in client assets and serves individual clients, family offices, employer retirement plans, and brokerage customers. The firm provides wealth management and investment consulting services, utilizing strategic asset allocation and Modern Portfolio Theory across diverse investment vehicles.

Gregory Heller is a CFP® with 35 years of industry experience, currently serving at HCR Wealth Advisors since 2019. He has held positions at Investment Security Corporation and Heller Capital Resources Financial Insurance Services, Inc. Outside of his advisory work, he is involved in real estate development in Costa Rica through a managing membership in CR Project, LLC. 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 employs a mix of fundamental and technical analysis with both long- and short-term strategies, managing nearly $2 billion in client assets across a team of ten advisors.

Debra Bonseigneur is a financial advisor with BMB Advisers LLC in Los Angeles, holding a Series 65 designation and 26 years of industry experience. She has been with BMB Advisers since 1999 and is also a shareholder and officer at Freedman, Broder & Company Accountancy Corp., an accounting practice where she works full time. BMB Advisers primarily serves high-net-worth individuals in the entertainment industry and their related trusts, estates, and retirement accounts. The firm uses a long-term investment approach that favors passive equity exposure through mutual funds and ETFs, and it offers both direct portfolio management and a referral-based Independent Advisor Program.

Gorge Salcedo is a financial advisor at Tamar Securities, LLC with two years of industry experience. He holds a Series 65 designation and previously worked for seven years at Candu Plumbing & Rooter. Outside of his advisory role, he owns and operates a private fitness gym. Tamar Securities provides discretionary portfolio management, financial planning, and consulting services to a diverse client base, managing approximately $1.52 billion in assets through a multi-advisor team of 17.

Valentino Fehlmann is a CFP® with 20 years of experience in the financial services industry. He is currently with Hamilton Wealth, LLC and has previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in investment software development through QIA Partners LLC and serves as a trustee for his father's investment-related affairs. Hamilton Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate clients, providing discretionary portfolio management and retirement plan consulting. The firm combines wrap fee program sponsorship with retirement plan services and employs proprietary allocation models to tailor portfolios to client risk profiles.

Haiyang Zhang is a financial advisor at Checchi Capital Advisers, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Checchi Capital Advisers in various capacities since 2012, as well as at Arbor Court Capital LLC from 2013 to 2020. Checchi Capital Advisers provides discretionary portfolio management, sub-advisory services, and advisory oversight for pooled insurance funds, serving high-net-worth individuals, foundations, trusts, pension and profit-sharing plans, insurance-dedicated funds, and other investment advisers. The firm employs proprietary statistical and mathematical models alongside an index-replication methodology to construct globally diversified portfolios focused on diversification, tax optimization, and low turnover.

Maria Echeverria is a financial advisor at Flagstar Securities, Inc. with three years of industry experience. She holds a Series 66 designation and has worked previously at Evoke Advisors, Wells Fargo Clearing, and Virtual Outsource Solutions. Outside of finance, she is the founder and owner of INES LLC, an online women's sleepwear business. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm manages approximately $784 million in discretionary assets and offers wealth management, managed account programs, and retirement plan consulting.

Michael Haney is a financial advisor at Arroyo Investment Group, LLC with 21 years of industry experience. He has been with Arroyo Investment Group since 2004. Haney is also a licensed solicitor at Capital Research & Consulting LLC, where he dedicates additional time to investment-related activities. Arroyo Investment Group is a fee-only investment management and financial planning firm managing approximately $319.5 million in assets. The firm serves individuals and institutional clients through a discretionary, model-driven approach that employs proprietary screening and primarily invests in no-load mutual funds.

Annie Kim is a financial advisor at Ar Asset Management, Inc. with 14 years of industry experience. She holds a Series 65 designation and has been with the firm since 2000. Ar Asset Management, Inc. provides discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and investment limited partnerships. The firm emphasizes fundamental analysis with a long-term equity focus on domestic and international large-cap stocks, diversified holdings, and tax-aware management, while tailoring portfolios to client risk tolerance and objectives.

Sean Richardson is a financial advisor at AWM Capital, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Citizens Business Bank and Whittier Trust Company. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion for around 418 clients through a multi-team staff of 24 advisors. The firm employs an open-architecture platform with an emphasis on liability-driven investing and asset allocation, integrating financial planning, business consulting, and asset management services.

Robert Wussler is a financial advisor at Manhattan West Asset Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Twentieth Television and Finalis Securities LLC. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, and endowments. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and a Digital Asset Advisory Program, managing over $1 billion in discretionary assets using a fiduciary, client-tailored approach that integrates various investment strategies and asset classes.

Richard Rappaport is a financial advisor at WestPark Capital, Inc. with 37 years of industry experience. He holds a Series 63 designation and has been with WestPark Capital since 1999. Outside of his advisory role, he serves as a director of Skechers USA, Inc. and is president of WestPark Holdings LLC. WestPark Capital, Inc. provides financial planning, discretionary and non-discretionary investment management, consulting, and third-party money manager programs to individuals, trusts, families, retirement accounts, and various business entities. The firm offers customized advisory arrangements and implements client portfolios either directly or through selected third-party managers.