Emily Swan is a CFP® professional with three years of industry experience. She is currently with Alliance Advisory & Securities, LLC and previously worked at David S Reinders, Inc. and Cloud & Fire. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individual clients, trusts, pension plans, and charitable organizations. The firm employs diversified model allocations and modern portfolio theory across various model groups and individual securities, with regular portfolio reviews and rebalancing.

Alex Markowitz is a financial advisor with Alteri Wealth in Westlake Village, CA, holding a Series 66 designation and 14 years of industry experience. He previously worked at Bank of America and Merrill before joining Alteri Wealth, and has also been affiliated with Purshe Kaplan Sterling Investments. Alteri Wealth provides discretionary and non-discretionary investment management and financial planning to affluent individuals, families, and institutional clients, including business owners, athletes, physicians, entrepreneurs, and entertainment industry executives. The firm uses a fundamentally driven, long-term investment approach across a range of asset classes and offers additional services such as retirement plan advisory and estate-planning support.

Andrew Zamfotis is a CFA® charterholder with 11 years of experience in the financial industry. He has been with AMI Asset Management Corp since 2015, working as part of a nine-advisor team based in Los Angeles, CA. AMI Asset Management provides discretionary portfolio management to a diverse client base, including high net worth individuals and institutional investors. The firm employs a fundamental, bottom-up research approach across multiple equity and fixed-income strategies and manages approximately $1.925 billion in discretionary assets as of October 31, 2025.

Bryan Lee is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has worked at Blue Zone Wealth Management, LLC since 2020 and previously spent seven years at Private Management Group. Blue Zone Wealth Advisors is an SEC-registered advisory team managing approximately $565 million across 170 client relationships. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and retirement consulting. It employs diverse analytic methods and manages private pooled vehicles and special-purpose funds, providing specialized planning services such as cost segregation studies and corporate-structure guidance.

Debora Nunez is a financial advisor at L & S Advisors, Inc. with six years of industry experience. She has been with L & S Advisors since 2016. L & S Advisors serves individuals—including high-net-worth clients—trusts and estates, charitable organizations, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tactical and unconstrained investment approach, incorporating fundamental, cyclical, and technical analysis along with the use of derivatives and alternative investments.

Eric Dizon is a financial advisor at Providence Financial and Insurances, Inc. with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Edward Jones and Insuritas. Providence Financial and Insurance Services is a team investment adviser serving individual clients, including high-net-worth households, with discretionary investment management, comprehensive financial and estate planning, and related consulting. The firm typically employs a buy-and-hold strategy using income-producing securities, ETFs, mutual funds, and bonds, and it offers tailored financial and estate-planning advice along with insurance brokerage services.

Jason Thomas is a CFA® charterholder with 13 years of industry experience, currently serving as the sole advisor at Portfolio Design Labs, LLC since 2021. He previously worked at AssetMark and AssetMark Brokerage from 2014 to 2021. Outside of his advisory role, he founded Capital Markets Research & Strategy LLC, an investment research business focused on capital markets and strategy analysis. Portfolio Design Labs, LLC provides portfolio management and related advisory services primarily to individual and high-net-worth clients through separately managed accounts. The firm is notable for its solo advisor model overseeing approximately $502 million in assets across about 423 clients, with a focus on performance-based fee arrangements and the use of leverage in some accounts.

Eric Gould is a financial advisor at Evolve Private Wealth, LLC with one year of experience at the firm. He holds a Series 63 designation and previously worked at Guggenheim Partners for three years. Outside of advising, he has been involved with Allen Media Group since 2017. Evolve Private Wealth provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm’s investment approach focuses on fundamental analysis and long-term portfolio construction using diversified, low-cost investments and incorporates options and derivative strategies when appropriate.

Alexander Weinberger is a CFP® with eight years of industry experience, serving as an advisor at Weinberger Asset Management, Inc. since 2014. He is also a partner at Marriage Financial Solutions LLC, a consulting firm that analyzes the financial aspects of divorce and pre- and postnuptial agreements. Weinberger Asset Management provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, charities, and business entities. The firm tailors portfolios to individual goals and risk tolerance using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, and manages approximately $444 million in discretionary assets with a small advisory team.

Anthony Correnti is a financial advisor at McDermott Investment Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates, Inc., Centaurus Financial, Inc., and the Jet Propulsion Lab. McDermott Investment Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately 700 accounts and $211 million in assets, utilizing both firm-developed and third-party model portfolios across a range of investment instruments.

Anthony Saccaro is a financial advisor with Providence Financial and Insurances, Inc. in Woodland Hills, CA. He holds the ChFC® designation as well as Series 63 and Series 65 licenses and has 15 years of industry experience. His work history includes over a decade at Providence Financial and Insurance Services, Inc. and a recent position at Sound Income Wealth, LLC. Providence Financial and Insurance Services is a team investment adviser serving individual clients, including high-net-worth households, with discretionary investment management, comprehensive financial and estate planning, and related consulting. The firm generally follows a buy-and-hold strategy using income-producing securities, ETFs, mutual funds, and bonds, and it offers tailored financial and estate-planning advice alongside insurance brokerage services.

Rasheed Ahmed is a CFP® with six years of industry experience, currently serving as a financial advisor at Quantum Financial Advisors, LLC since 2026. Prior to joining Quantum, he worked at Abacus Wealth Partners LLC for seven years and Warner Pacific Insurance Services for three years. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process that emphasizes mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable strategies that incorporate institutional-class funds and active transparent ETFs.

Barry Craine is a Series 66-licensed advisor at Black Card Circle with 21 years of industry experience. He has worked at Black Card Circle since 2020 and has been involved with various insurance carriers and Waddell & Reed, Inc. since 2015. Outside of his advisory role, he is active as a licensed insurance agent specializing in life insurance, fixed annuities, and fixed index annuities. Black Card Circle is a registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers portfolio management and financial planning through a team of six advisors and follows a non-discretionary, client-directed trade consent model with a focus on diversified allocations aligned with Modern Portfolio Theory.

Alison Weinberger is a financial advisor at Weinberger Asset Management, Inc. She holds a Series 65 designation and has six years of industry experience. Prior to her current role, she worked at Canyon Partners for five years. Outside of her advisory work, she is a partner in Marriage Financial Solutions, a consulting firm that analyzes the financial aspects of divorce and pre- and postnuptial agreements. Weinberger Asset Management provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, charities, and business entities. The firm customizes portfolios based on individual goals, risk tolerance, and time horizon, employing a variety of analytical methods and maintaining a long-term trading approach.

Goli Kamangar is a financial advisor at Salem Partners Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Salem Partners since 2006. In addition to his advisory role, Kamangar serves as an officer and director of oOR Licensing Receivables, Inc., a factoring receivables business. Salem Partners Wealth Management provides discretionary investment supervisory and portfolio management services primarily to high-net-worth individuals, families, trusts, and other entities. The firm manages approximately $413 million, focusing on sizable accounts and offering customized, diversified portfolios that include traditional and alternative investments.

Daniel Schniedwind is a CFA® charterholder with 10 years of experience in the financial industry. He has worked at AMI Asset Management Corp since 2019 and previously at Segall Bryant & Hamill for four years. Schniedwind is based in Los Angeles, CA, and holds a Series 65 license. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, managing equity and fixed-income strategies through separately managed accounts, wrap programs, and model portfolios. The firm applies a fundamental, bottom-up research process across multiple core strategies and serves as a private fund adviser and manager of pooled vehicles.

Jacob Ferry is a financial advisor at Total Wealth Services, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Total Wealth Group and Mariner Independent. Total Wealth Services, LLC provides financial planning, consulting, and discretionary wealth and portfolio management to individual investors, trusts, estates, and charitable organizations. The firm employs a manager- and style-agnostic approach, allocating assets to independent subadvisors and using diversified investments tailored to client circumstances.

Joshua Sehwani is a financial advisor at Evolve Private Wealth, LLC with a Series 65 credential and two years of industry experience. Before joining Evolve Private Wealth in 2024, he held positions at T-Mobile, Anschutz Entertainment Group, Nike, and San Francisco State University. Evolve Private Wealth provides wealth management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $2.15 billion in assets, emphasizing a long-term investment approach that incorporates fundamental analysis, diversified portfolios, independent managers, alternative investments, and the use of artificial intelligence tools for research and risk monitoring.

Benjamin Lincoln is a Series 66-licensed advisor with 22 years of industry experience. He has been with Redwood Wealth Management, LLC since 2014 and serves as the firm's president. In addition to his advisory role, he is involved in a non-investment business activity related to bill payment services. Redwood Wealth Management provides discretionary portfolio management and financial planning to individuals, corporations, and other entities. The firm uses a client questionnaire to develop tailored investment policies and employs a combination of fundamental, technical, and cyclical analysis in its investment process.

Patrick Mcilrath is a financial advisor with Alliance Advisory & Securities, LLC, holding a Series 63 designation and over 32 years of industry experience. He has been with Alliance Advisory & Securities and Aerie Financial Group since 2005. In addition to his advisory role, he is the owner and president of Aerie Financial Group, which focuses on insurance sales including life, health, disability, and fixed annuity products. Alliance Advisory & Securities, LLC provides investment management and financial planning services to individual clients, trusts, pension plans, charitable organizations, and other pooled vehicles. The firm employs diversified model allocations based on modern portfolio theory, offering both discretionary and non-discretionary portfolio services with regular reviews and rebalancing.