Armen Kesian is a financial advisor at Evolve Private Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Sanctuary Securities, Inc., NYLIFE Securities LLC, and J.P. Morgan Securities. Outside of his advisory roles, Armen has been involved with Siraki, Inc. and In Home Supportive Services (IHSS). 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 and employs a fundamental, long-term investment approach utilizing diversified portfolios and advanced tools such as third-party AI decision-support.

David Kim is a financial advisor at Matauro, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Purshe Kaplan Sterling Investments, and Simplicity Investments, Inc. In addition to his advisory role, he is involved in fixed insurance products through a contracted relationship with CRUMP. Matauro, LLC manages over $1 billion across nearly 900 client relationships, providing wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, retirement plans, and business entities. The firm employs a diversified investment approach integrating fundamental, macroeconomic, technical, and ESG analyses, utilizing both in-house and third-party portfolio management across various asset classes.

Bruce Heymont is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Horizon Wealth Management, where he has worked since 2022. His prior experience includes roles at Heymont & Company, Inc. and LPL Financial. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fiduciary-oriented investment management and financial planning, utilizing diversified portfolios with mutual funds, ETFs, and individual securities supported by fundamental and technical analysis.

Alexander Collins is a CFP® and holds a Series 65 license with two years of experience in financial advising. He currently works at HCR Wealth Advisors in Los Angeles and previously held positions at Amgen and Starlight Marine Services. Collins also attended California Maritime Academy. HCR Wealth Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm uses a combination of fundamental and technical analysis with both long- and short-term strategies, managing nearly $2 billion in assets across ten advisors.

Kim Ibrahim is a financial advisor at Grant Tani Barash & Altman, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with the firm since 2004. Prior to that, he worked at Grant Tani Barash & Altman, Inc. beginning in 2000. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and various institutional clients. The firm offers bundled business-management services alongside customized investment advice, acting as a multi-family office liaison with a focus on non-discretionary investment recommendations and short-term cash management.

Crystal Lary is a financial advisor at Alliance Advisory & Securities, LLC with one year of industry experience. She holds the Series 65 designation and began her career at David S Reinders CFP, where she worked for 19 years before joining her current firm. Alliance Advisory & Securities, LLC provides investment management and financial planning primarily to individual clients, including high-net-worth individuals, as well as trusts, pension plans, and charitable organizations. The firm employs diversified model portfolios and modern portfolio theory, offering both discretionary and non-discretionary services along with held-away account management through the Pontera platform.

James Whiting is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Cheviot Value Management since 2018 and previously spent 21 years at Campbell Hall. Cheviot Value Management provides discretionary investment management and advisory services to individuals, trusts, estates, retirement plan participants, charitable organizations, and corporations. The firm employs a value-oriented investment approach that emphasizes fundamental analysis and diversification, with portfolio decisions made on a discretionary basis under a fiduciary duty.

Seth Catanese is a CFP® with eight years of industry experience, currently serving as an advisor at Manchester Financial Inc since 2015. He holds the Series 65 designation and is based in Westlake Village, CA. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm employs individualized asset allocation models and discretionary management across various investment types, continuously monitoring accounts and utilizing technology to manage participant-level retirement accounts without taking custody.

Robert Knight is a financial advisor with Alliance Advisory & Securities, LLC who holds a Series 66 designation and has 24 years of industry experience. He previously worked at Partnervest Advisory Services, LLC for 15 years and has longstanding experience as an independent insurance agent selling Medicare plans to senior retirees. Knight also works as a loan officer underwriting home loans on a limited basis. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individual clients, including high-net-worth individuals, as well as trusts, pension plans, and charitable organizations. The firm’s investment approach is based on diversified model allocations and modern portfolio theory, offering both discretionary and non-discretionary portfolio management along with specialized services such as held-away account oversight through the Pontera platform.

Carol O'Boyle is a CFP® and holds a Series 65 license, with six years of industry experience. She has been with O'Boyle Wealth Management, Inc. since 2013. O'Boyle Wealth Management serves individuals, trusts, employer retirement plans, and business entities, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs individualized discretionary management with a range of investment tools and strategies, including wrap and non-wrap accounts, and manages held-away retirement accounts through a service agreement with Pontera.

Jake Berman is a financial advisor at FMB Wealth Management with eight years of industry experience. He holds a Series 65 credential and has worked primarily at FMB Wealth Management since 2017, with additional roles at FMB Retirement Services and Indivisible Partners LLC. FMB Wealth Management is a team-based, SEC-registered RIA serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm employs a long-term, diversified asset allocation strategy focused on passively managed index funds and ETFs, integrating investment consulting with advanced planning and retirement plan review.

Brandon Berges is a financial advisor at FMB Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining FMB Wealth Management and Indivisible Partners, LLC, he held roles at Four Seasons Hotels, JDK Comms, and other organizations. FMB Wealth Management is a team-based SEC-registered RIA serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm focuses on integrated wealth management using a long-term, diversified asset-allocation strategy with passively managed index funds and ETFs, emphasizing tax-aware indexing and periodic rebalancing.

Jeffrey Mortimer is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Elyxium Wealth LLC. He worked for BNY Mellon Wealth Management for ten years before a two-year sabbatical, then joined Elyxium Wealth where he also manages family office services through Elyxium Family Office, LLC. Elyxium Wealth LLC provides comprehensive wealth management and financial planning to individuals, high-net-worth clients, trusts, pension plans, and other entities. The firm employs a multi-strategy investment process spanning traditional and alternative assets and manages special purpose vehicles to give clients indirect exposure to privately held companies.

Michael Provenzano is a financial advisor at Grant Tani Barash & Altman, LLC with a Series 65 designation and one year of industry experience. He has been with Grant Tani Barash & Altman since 2018 and previously worked at PricewaterhouseCoopers LLP from 2016 to 2018. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals, pension and profit-sharing plans, trusts, estates, private foundations, corporations, and partnerships. The firm offers bundled business-management services alongside investment recommendations and due diligence, focusing on customized asset allocation and multi-family office liaison roles.

David Hindler is a financial advisor with HCR Wealth Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with HCR Wealth Advisors since 2019 and is also president and owner of Brentwood Alliance Financial and Insurance Services, Inc., and Hindler Financial Services, Inc. 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 implements individualized investment policies through a combination of fundamental and technical analysis and manages nearly $2 billion in client assets across ten advisors.

Eric Lecours is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Tamar Securities, LLC and has prior experience at Purshe Kaplan Sterling Investments, Silversage Advisors, Geneos Wealth Management, Bank of America, and Merrill Lynch. Lecours also operates under the DBA Firefighter's United, providing financial planning and wealth management services. Tamar Securities, LLC advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm combines top-down sector and “Super Cycle” analysis with bottom-up security selection and quantitative screening, offering discretionary portfolio management, standalone planning, and access to multiple model-portfolio programs.

Jeremy Fields is a CFP® professional with 13 years of experience in wealth management. He has worked at FMB Wealth Management since 2009 and is also associated with related entities such as FMB Retirement Services and FMB Insurance Services. FMB Wealth Management is a team-based SEC-registered RIA serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm employs a long-term, diversified asset-allocation strategy using passively managed index funds and ETFs, focusing on integrated wealth management including investment consulting, advanced planning, and retirement plan review.

Shayan Lankarani is a financial advisor at O'Boyle Wealth Management, Inc. in Beverly Hills, CA, holding a Series 65 designation with four years of industry experience. Prior to joining O'Boyle Wealth Management in 2022, he worked in the automotive service and credit repair industries. O'Boyle Wealth Management serves individuals, high net worth clients, trusts, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, retirement plan consulting, and held-away retirement account management. The firm uses a personalized, discretionary investment approach with diversified asset allocation and offers both wrap and non-wrap management arrangements.

Marife Callanta is a financial advisor at Atlantic Investments A Registered Investment Advisor, Inc. with one year of industry experience. Prior to joining Atlantic Investments, she worked at Kaiser Permanente for 35 years. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm focuses on retirement planning, tax and cash-flow reviews, and estate planning, while using fundamental, technical, and cyclical analysis to guide recommendations.

Shawn Landis is a CFP® professional with 18 years of industry experience, currently serving at HCR Wealth Advisors since 2014. He holds a Series 66 designation and is based in Los Angeles, CA. HCR Wealth Advisors offers discretionary portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs both fundamental and technical analysis to implement customized investment policies and manages nearly $2 billion in client assets across a team of ten advisors.