Mena Hanna is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has been with AWM Capital, LLC since 2020 and also maintains roles at PHC Inc and Bridge Advisory LLC. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm uses a multi-team approach to provide financial planning, retirement advice, business consulting, and asset management, with an emphasis on liability-driven investing and diversified asset allocation.

Russtin Siadatian is a financial advisor at Signature Resources Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked in consulting and insurance sales, including roles at RTB Financial Group and as a Certified Divorce Financial Analyst. Siadatian also provides business consulting outside of his advisory duties. Signature Resources Capital Management offers investment management, financial planning, and retirement plan consulting for individual and high-net-worth clients as well as plan sponsors. The firm employs a Global Target Risk approach emphasizing broad diversification and factor tilts, managing portfolios primarily through mutual funds and ETFs while tailoring strategies to client objectives.

Lisa Westermark is a financial advisor at Beverly Hills Private Wealth, LLC with eight years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior experience includes roles at Bank of America and Merrill Lynch. Beverly Hills Private Wealth, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities, managing discretionary portfolios through a combination of asset-allocation frameworks and multiple analytic approaches.

Jeremy Dicker is a financial advisor at One Wealth Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including MassMutual Life and Guardian Life Insurance Company. Outside of his advisory roles, he operates Jeremy Dicker Consulting, providing business consulting services focused on payables, receivables, inventory control, organization, and succession planning. One Wealth Capital Management serves individuals, high-net-worth clients, foundations, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers investment management, financial planning, retirement-plan advisory, and consulting services, employing a top-down approach with tactical asset allocation and sector rotation using a mix of mutual funds, ETFs, alternatives, individual equities, and fixed income.

Daewoo Lee is a financial advisor at Allmerits Asset, LLC with six years of industry experience and holds the Series 65 credential. He has worked with Allmerits Asset since 2020 and has been involved with affiliated insurance and financial services firms since 2012. Allmerits Asset, LLC provides discretionary portfolio management, retirement plan consulting, and financial consulting to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm employs tactical and strategic asset-allocation approaches and uses multiple third-party platforms while managing a substantial base of retirement-plan assets alongside discretionary client assets.

Larry Gurewitz is a financial advisor with The William Allan Corporation, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with The William Allan Corporation since 2014 and operates a separate tax preparation and accounting service under his own business. The William Allan Corporation provides investment advisory and planning services to individuals, high net worth clients, non-profits, trusts, and corporate accounts. The firm offers discretionary asset management and financial planning with an emphasis on individualized account supervision and fundamental analysis.

Paul Heising is a CFP® certificant with 24 years of industry experience, currently serving as an advisor with CLG LLC and Purshe Kaplan Sterling Investments. His prior roles include over a decade at Cetera Advisor Networks LLC. He is also president of Pegasus Wealth Management Inc., a non-investment-related business. 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 employs a mix of analytical approaches and offers both discretionary and non-discretionary management, utilizing derivatives, third-party sub-advisors, and digital assets in its strategies.

Tiarra Johnson is a financial advisor with Asset Planning, Inc in Los Alamitos, CA, holding a Series 65 designation and four years of industry experience. She previously worked at Zeiders Enterprises, Inc and Serco. Asset Planning, Inc provides personal financial planning and investment management services to individuals, families, and related entities, focusing on customized portfolios that combine passive index funds, actively managed funds, dividend-paying equities, and individual bonds. The firm manages approximately $552 million in discretionary assets and emphasizes a strategic asset allocation approach with ongoing portfolio monitoring.

Daniel Mavraides is a financial advisor at Rebalance LLC in Los Angeles, CA, holding a Series 65 designation with six years of industry experience. He has worked at several firms, including Evoke Advisors and INbalance Advisors, before joining Rebalance in 2024. Rebalance LLC provides investment management, financial planning, and decision-support services through its Rebalance360 program to individuals, retirement plans, pooled vehicles, and charitable organizations. The firm manages approximately $1.56 billion in discretionary assets across several hundred accounts, employing a strategic asset allocation framework with a focus on ETFs and long-term rebalancing.

Douglas Callen is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at B.B. Graham & Company, Inc. since 2010. He also provides consulting services to investment-related firms through CONNEXIEN, LLC and serves as an industry arbitrator for FINRA and the NFA. B.B. Graham & Company offers investment advisory and financial planning services to individuals, pension plans, trusts, and businesses, utilizing fundamental, technical, and cyclical analysis with a focus on both discretionary and non-discretionary asset management.

Daniel Bennett is a financial advisor with Advanced Portfolio Strategies in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at MML Investors Services Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he serves as Treasurer for the Santa Monica Palisades Lodge #307, a nonprofit fraternal organization. Advanced Portfolio Strategies is a small team managing discretionary and non-discretionary portfolios, financial planning, and pension consulting for individuals, pension plans, and business entities. The firm uses a client-specific investment approach that incorporates fundamental, quantitative, and technical analysis alongside modern portfolio theory, offering ongoing portfolio management with quarterly reviews and access to third-party managers or private funds.

Kenneth Naehu is a financial advisor with Banyan Tree Asset Management, LLC in Torrance, CA. He holds Series 65 and Series 63 licenses and has 35 years of industry experience. He has been with Banyan Tree since 2013, serving as a managing director with overall management and supervisory responsibilities. Banyan Tree Asset Management provides discretionary fixed income investment management to ultra-high-net-worth individuals and institutional clients. The firm employs active, fixed-income-focused strategies and manages over $1 billion in assets with a compact advisory team.

Allen Mellow is a financial advisor with KTF Investments, LLC, holding a Series 63 designation and 58 years of industry experience. He previously worked at UBS Financial Services for 41 years before joining KTF Investments in 2025. Outside of his advisory role, he serves as an executor of an estate. KTF Investments advises individuals, including high-net-worth clients, and retirement plans, providing financial planning and portfolio management through a wrap fee program. The firm customizes investment strategies based on client objectives and risk tolerance and manages approximately $700 million with a small advisory team.

Russell Murdock is a CFA® charterholder and holds a Series 63 license, with 23 years of industry experience. He has worked at Seabreeze Capital Management, LLC since 2003 and joined Eclectic Associates, Inc. in 2026. Eclectic Associates, Inc. is a fee-only investment adviser that provides discretionary investment management and financial planning to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team, focusing on diversified portfolios using Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

Charles Bohlen is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, holding a Series 65 designation. He joined SFE Investment Counsel in 2026 and has prior experience at New Sun Partners LLC, Renewable Resources Group LLC, CreateSafe, Inc., and Metamason, Inc. SFE Investment Counsel serves a diverse client base including individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm emphasizes asset allocation and a total-return approach, managing concentrated portfolios through fundamental, technical, and cyclical analysis combined with fixed-income laddering.

Tyler Logan is a financial advisor at The Investment House LLC with a Series 65 credential and four years of industry experience. He has worked at The Investment House since 2020 and previously held roles at PayJunction and UCSB. Outside of finance, he spent two years involved with the Sinjin Volleyball Camp. The Investment House LLC provides discretionary portfolio management to individual and high-net-worth clients, as well as pension plans, charitable organizations, and other institutions. The firm employs multiple investment strategies including growth-oriented security selection, low-volatility ETF allocations, and opportunistic special-situations trading, and also manages private pooled investment vehicles and an open-end mutual fund.

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.

Roberto Romero Leon is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Gideon Strategic Partners, Local Tax, Northwestern Mutual Investment Services LLC, and CFG Wealth Management. He is also active as an insurance agent with Mosley Insurance and Financial Services Inc. Mosley Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm uses a top-down, macroeconomic asset-allocation strategy and incorporates financial planning at no additional fee.

Christian Luke Fermin is a financial advisor at CLG, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Purshe Kaplan Sterling Investments, Cetera, and CETERA Advisor Networks. Fermin has also been involved with Gods Vision Inc and Cornerstone Church for ten years. CLG, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with asset management, financial planning, and retirement plan consulting. The firm utilizes a mix of analytical methods and offers discretionary and non-discretionary portfolio management, incorporating derivatives, third-party sub-advisors, and held-away account management tools.

Vance Albitz is a CFP® professional with 10 years of industry experience, currently serving as an advisory representative and vice president at Albitz/Miloe and Associates, Inc. He has worked at Cetera-affiliated firms since 2016. Outside of his advisory role, he is the founder and president of the nonprofit organization Sports 4 Mankind. Albitz/Miloe and Associates is an SEC-registered advisory firm managing approximately $821 million in assets for individual and high-net-worth clients, trusts, charities, and corporate plans. The firm offers discretionary and non-discretionary services utilizing a range of investment vehicles and maintains regular client contact with an advisory team that includes credentialed planners and analysts.