Richard Beale is a financial advisor with Ocean Park Capital Management, LLC, holding 27 years of industry experience. He has worked at Ocean Park Capital Management since 1997 and Mapleton Capital Management since 1999. Ocean Park Capital Management provides investment management exclusively to pooled investment vehicles, including its Ocean Park Fund and a third-party pooled fund. The firm employs a fundamental research-driven approach focused on early inflection points and uses an aggressive trading style with short-term trading, short sales, options, and leverage within broad fund mandates.

Melissa Going is a financial advisor at The William Allan Corporation with 13 years of industry experience. She has been with the firm since 2012. The William Allan Corporation provides investment advisory and planning services to individuals, high net worth individuals, non-profits, trusts, and corporate accounts. The firm employs a mix of long-term investing and short-term strategies, including option writing and margin transactions, with continuous, individualized account supervision and fundamental analysis.

Paul Matheson is a financial advisor at Cheviot Value Management, LLC with 52 years of industry experience. He holds a Series 63 designation and has previously worked at Wedbush Morgan Securities and UBS Financial Services. Matheson has been with Cheviot Value Management since 2022. Cheviot Value Management is a privately owned registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, and certain institutional clients. The firm follows a value-oriented investment discipline based on fundamental analysis and employs a variety of strategies including tactical asset allocation and absolute-return techniques.

Charles Hastings is a financial advisor at Checchi Capital Advisers, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has held previous positions at multiple B. Riley entities as well as National Securities Corporation. Hastings serves as a board director for Applied Digital. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and a variety of institutional clients. The firm employs a quantitatively driven investment process using proprietary models to construct globally diversified portfolios, offering strategies including core global index replication, risk parity, and opportunistic derivative use.

Matthew Evans is a CFP® and holds a Series 65 license with one year of industry experience. He is currently with Ocean Path Advisors, LLC, where he has worked since 2024, and previously was associated with Mariner Wealth Advisors and Mariner Independent. Ocean Path Advisors is a small team providing portfolio management services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm follows a modern portfolio theory approach, emphasizing diversified, low-cost indexed investments and uses margin and options strategies in certain accounts.

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.

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.

Valentino Fehlmann is a CFP® with 20 years of industry experience, currently serving at Hamilton Wealth, LLC in Los Angeles, CA. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Citigroup Global Markets. Outside of advisory work, he is involved in investment software development through QIA Partners LLC and serves as a trustee for a family trust. Hamilton Wealth manages approximately $698 million for individuals, high-net-worth clients, trusts, estates, employer retirement plans, and business entities. The firm offers discretionary portfolio management and retirement plan consulting, utilizing a blend of fundamental analysis and proprietary asset-allocation models to tailor portfolios to client risk tolerances and time horizons.

Haiyang Zhang is a financial advisor with Checchi Capital Advisers, LLC in Beverly Hills, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked in various roles at Checchi Capital Advisers since 2012 and was previously with Arbor Court Capital LLC from 2013 to 2020. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients, employing a quantitatively driven investment process that uses proprietary models to construct globally diversified equity and fixed-income portfolios. The firm is notable for its role as a private fund adviser to insurance-dedicated vehicles, sub-advisory services to other advisers, and its transparent disclosure practices.

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. is an SEC-registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm’s investment approach focuses on fundamentally driven, long-term strategies using large-cap domestic and international stocks, tax-aware portfolio construction, and fixed income laddering, with additional recommendations for qualified clients including private placements and pooled investment vehicles.

Julie Young Sedillo is a CFP® with 26 years of industry experience and is currently with CRUX Wealth Advisors. She has held roles at Arete Wealth Management and Crown Capital Securities, among others. She serves as treasurer and board member for the Peninsula Drama Boosters Club. CRUX Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using multiple analytical methods and generally manages client accounts on a discretionary basis with regular monitoring.

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 Series 63 licensed financial advisor with WestPark Capital, Inc. in Los Angeles, CA, bringing 37 years of industry experience. He has been with WestPark Capital since 1999 and serves as president of WestPark Holdings LLC. Outside of his advisory role, he is a director of Skechers USA, Inc. and involved in public acquisitions through a leadership position in AOTS-WRASP-SKRP. WestPark Capital, Inc. provides financial planning, investment management, and consulting services for individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm often incorporates third-party money managers in its advisory programs and offers both discretionary and non-discretionary portfolio management and custom financial plans.

Boris Gertsen is a CFA® charterholder with 23 years of industry experience. He is affiliated with JSF Financial, LLC and has worked at Mid Atlantic Capital Corporation since 2010, alongside his ongoing role at JSF Financial since 1999. JSF Financial provides discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm manages approximately $1.73 billion in client assets and employs dynamic asset allocation, model portfolios, and quantitative analysis as part of its investment approach.

Razmig Der Tavitian is a CFA® charterholder and financial advisor at Evolve Private Wealth, LLC with four years of industry experience. He previously worked at Sanctuary Advisors, Sanctuary Securities, Wells Fargo Clearing, and MUfG Union Bank. He serves on the investment committee of the Western Diocese Endowment Fund and is a board member of the Hovsepian School, an educational organization. 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 across 679 clients, employing a fundamental and long-term investment approach that includes diversified portfolios of low-cost mutual funds, ETFs, individual equities and bonds, independent managers, alternative investments, and use of derivatives supported by artificial intelligence tools.

Michael Bornstein is a financial advisor with Signature Resources Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His previous roles include positions at MassMutual, Park Avenue Securities, Guardian Life Insurance Company, and MML Investors Services. He is also an agent with Signature Resources Insurance and Financial Services, engaging in insurance sales and service. Signature Resources Capital Management advises individual and high-net-worth clients, trusts and estates, and retirement plan sponsors, offering investment management, financial planning, and retirement-plan consulting. The firm employs a Global Target Risk strategy focused on broad diversification and customized model portfolios and serves as a sub-advisor to Envestnet’s TAMP while publicly disclosing performance results.

Lorenzo Esparza is a financial advisor at Manhattan West Asset Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Manhattan West since 2016. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and a Digital Asset Advisory Program, managing over $1 billion in discretionary assets through a fiduciary, client-tailored approach that combines multiple investment strategies across various asset classes.