Lucas Franco is a financial advisor with Oder Investment Management, LLC, holding 23 years of industry experience. He has been with Oder Investment Management since 2002, including its prior iteration as Oder & Stewart Investment Management, and also has a role at Whitetail Properties. Outside of finance, he is involved in wine production and sales through his operations role at Gogi Wines, Inc. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors with discretionary investment management, financial planning, and retirement-plan consulting. The firm applies Modern Portfolio Theory with a combination of active and passive management and global diversification, managing approximately $366.7 million across about 180 clients with a four-person advisory team.

Craig Thomas is a Series 66-licensed financial advisor at IFC Advisors LLC with three years of industry experience. Before joining IFC Advisors in 2024, he was with Wells Fargo Clearing for one year and spent a decade as a self-employed securities trader. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans. The firm employs a tax- and cost-focused asset allocation approach combining active and passive strategies across multiple asset classes, integrating third-party independent managers and alternative investments for qualified clients within a comprehensive wealth management program.

Millu Ramirez is a CFP® professional at Highline Wealth Partners with 13 years of industry experience. She has previously worked at UWM Insurance Services, Urban Wealth Management, and Steel Peak Wealth Management. Ramirez is also licensed as a California insurance agent and offers fixed insurance products to clients. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities with investment management, financial planning, family office services, and corporate retirement plan consulting. The firm uses a centralized Investment Committee to manage portfolios and provides educational workshops and comprehensive support services.

Javier Orozco is a financial advisor with Tamar Securities, LLC, holding Series 63 and Series 66 credentials and over 30 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Morgan Stanley, TD Ameritrade, and Scottrade, among others. Tamar Securities, LLC advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector and quantitative analysis alongside bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Samuel Landman is a financial advisor at Westside Financial Advisors LLC with experience spanning several roles in financial services and real estate since 2015. His background includes positions at Concord Companies, Wealthstone, and Global Integrity Realty Group. Outside of advisory work, he is involved in capital raising and real estate syndication. 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 and integrates fundamental and technical analysis, occasionally utilizing third-party sub-advisors.

Yehoshua Wyne is a financial advisor at RVW Wealth LLC with four years of industry experience. He holds a Series 65 designation and has worked at RVW Wealth since 2022. Outside of his advisory role, he is affiliated with Young Israel Aish of Las Vegas. RVW Wealth LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental research approach with portfolios typically allocated between equity ETFs and mutual funds, as well as fixed-income securities.

Chelsea Traub is a financial advisor at Evolve Private Wealth, LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at Seia LLC, OSAIC, RBC Capital Markets, J.P. Morgan Securities, and JPMorgan Private Bank. Outside of her advisory role, she has been involved as a client service associate at Seia LLC. Evolve Private Wealth serves individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets across 679 clients and emphasizes a long-term investment approach using diversified portfolios of mutual funds, ETFs, equities, bonds, and alternative investments, supplemented by AI decision-support tools.

Andrew Miller is a financial advisor at FMB Wealth Management with nine years of industry experience. He holds a Series 65 license and has worked at FMB Wealth Management since 2016, with additional roles at FMB Retirement Services and Indivisible Partners LLC. FMB Wealth Management is an SEC-registered, team-based RIA serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm takes a long-term, diversified asset-allocation approach focused on integrated wealth management services, utilizing passively managed index funds and ETFs with an emphasis on tax-aware indexing and periodic rebalancing.

Erik Ridgley is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He has been with Salem Partners Wealth Management, LLC since 2018 and previously worked at Citigroup Global Markets Inc. for 11 years. Salem Partners Wealth Management provides discretionary investment supervisory and portfolio management services to high-net-worth individuals, families, trusts, and other entities. The firm manages approximately $413 million, focusing on sizable accounts with customized, diversified portfolios and a disciplined investment process that includes fundamental valuation and risk monitoring.

Eric Zurbrugg is a CFP® with 21 years of industry experience, currently serving as an advisor at IFC Advisors LLC since 2024. He previously worked at Wells Fargo Bank and Wells Fargo Clearing Services, LLC from 2004 to 2024. Outside of his advisory role, Zurbrugg is a team manager for a local soccer club. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies and is notable for operating special purpose vehicles and private fund vehicles.

Geoffrey Sokol is a financial advisor at GT Investment Management, LLC with two years of industry experience. He holds a Series 66 designation and has worked at GT Securities, Inc., Ameriprise Financial Services, and Grow Think Investment Management. Outside of his advisory work, he coaches martial arts to children in Hawthorne and serves as a member of the Hawthorne Civil Service Commission. GT Investment Management provides investment advice and financial planning primarily to high-net-worth individuals, offering tailored portfolio management and financial planning services that incorporate a variety of investment strategies and asset types.

Nicholas Wolf is a CFP® with nine years of industry experience, currently affiliated with Forefront Wealth Partners. His prior roles include positions at Morgan Stanley, KeyBank, and Manhattan West Asset Management. Outside of finance, he is involved in pet services, specifically dog walking and boarding. Forefront Wealth Partners is a registered investment adviser that provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and businesses. The firm offers customized investment policies and estate-planning coordination, with additional services including tax, insurance, and retirement-plan support.

Matthew Humiston is a financial advisor at AMI Asset Management Corp in Los Angeles, CA, holding a Series 65 designation with 25 years of industry experience. He has been with AMI Asset Management since 2000. Outside of his advisory role, he is a one-third partner in HUMATA Partners and BPM Partners, partnerships focused on real estate investments, spending less than 10% of his time on these activities. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, managing equity and fixed-income strategies through a fundamental, bottom-up research process. The firm serves a variety of clients, including high net worth individuals and pension plans, and is notable for its role as a private fund adviser and manager of pooled vehicles.

Jason Scott is a Series 65-licensed financial advisor with L & S Advisors, Inc., based in Los Angeles, CA. He has eight years of industry experience and has been with L & S Advisors in various roles since 2012. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tactical and unconstrained investment approach utilizing a variety of strategies and asset types, including derivatives and private investments.

Mark Benavides is a financial advisor at Tamar Securities, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pfs Investments Inc. and Primerica Financial Services. Tamar Securities advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Adam Salas is a CFP®, CFA®, and Series 66 credentialed financial advisor with 14 years of industry experience. He is currently with Quantum Financial Advisors, LLC, where he has worked since 2025. Prior to this, Salas held positions at Wealth Architects, LLC and YellowBrickRoad Financial Advisors, LLC. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process with a focus on mutual funds, ETFs, and separately managed accounts, offering both a Total Market approach and a Sustainable strategy using environmental rankings to guide investments.

Neil Unger is a Certified Financial Planner (CFP®) with five years of industry experience. He is currently affiliated with AIRE Advisors, LLC and has prior experience at Alliance Advisory & Securities, LLC, David S Reinders, Inc., and Kaiser Permanente. AIRE Advisors, LLC manages approximately $1 billion in client assets, serving individual clients, high-net-worth individuals, family-office clients, employer retirement plans, and brokerage customers. The firm offers comprehensive wealth management and investment consulting, utilizing a strategy focused on strategic asset allocation and Modern Portfolio Theory across various asset classes.

Luca Pasquini is a financial advisor at Checchi Capital Advisers, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at LPL Financial and engaged in other roles including at Rita's Italian Ice. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals as well as institutional and pooled clients. The firm employs a quantitatively driven investment process using proprietary models and offers diversified equity and fixed-income portfolios, often implemented with ETFs and tax-optimization strategies.

Ronald Spence is a financial advisor at Atlantic Investments a Registered Investment Advisor, Inc. in Los Angeles, CA, with one year of industry experience. He has prior work experience at Kaiser Permanente since 1983. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm delivers financial plans, documents client goals and risk tolerances, and conducts periodic account reviews without managing client assets directly.

Justin Yoo is a CFA® charterholder and financial advisor with Blue Zone Wealth Advisors, LLC in Los Angeles, CA. He has experience in the financial industry dating back to 2015, including roles at Titan Global Capital Management, YipitData, Kensho Technologies, and Roubini Global Economics. His career also includes two sabbaticals between 2017 and 2025. Blue Zone Wealth Advisors serves individuals, high-net-worth clients, trusts, employer retirement plans, and business entities, managing approximately $565 million across 170 client relationships. The firm uses a variety of analytic methods to tailor portfolios and offers services ranging from comprehensive asset management to specialized planning for business owners and complex households.