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.

Stephen Seo is a CFA® charterholder with 10 years of industry experience. He currently works at L & S Advisors, Inc., joining the firm in 2023 after eight years at RVW Wealth, LLC. L & S Advisors serves individuals, trusts, businesses, and retirement-plan clients by providing discretionary investment management, financial planning, and sub-advisory services. The firm employs a tactical and unconstrained investment approach across a variety of strategies, including equities, fixed income, alternatives, and uses derivatives and margin in managed accounts.

David Rosenberg is a financial advisor with Nadler Financial Group, Inc. in Los Angeles, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Nadler Financial Group and Ausdal Financial Partners since 2012. Outside of his advisory role, Rosenberg serves as president of a political action committee and acts as an assistant football coach at a high school. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients through a team of 15 advisors. The firm provides discretionary investment management and financial planning services using diversified mutual funds and ETFs, tactical asset allocation, and specialized strategies such as direct indexing, serving individuals, charitable organizations, and retirement plans.

Giovanni Cuarez is a financial advisor at Tactive Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Strategy Marketplace, LLC and ABI Business Insurance Services. Outside of advisory work, he operates a tax preparation service for individuals and small business owners and is also involved as a mortgage loan originator and insurance broker. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, offering portfolio management through a robo-advisor platform and an Advisor Advice service. The firm uses a Black-Litterman framework for tactical asset allocation and is notable for its role in serving other advisors through TAMP and sub-advisory relationships alongside its retail offerings.

Mark Delgadillo is a financial advisor with SFE Investment Counsel Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining SFE Investment Counsel in 2020, he worked at D.A. Davidson & Co. for seven years. SFE Investment Counsel serves a range of clients including individuals, families, trusts, charitable organizations, and institutional investors, offering customized investment supervisory services. The firm’s approach focuses on asset allocation, long-term holding strategies, and concentrated equity portfolios supported by fundamental, technical, and cyclical analysis combined with fixed-income laddering.

Lily Mossayi is a financial advisor at AIRE Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has worked at AIRE Advisors since 2021. Prior to that, her background includes positions in real estate and law firms. AIRE Advisors manages approximately $1 billion in client assets, serving individual clients, family offices, employer retirement plans, and brokerage customers. The firm emphasizes strategic asset allocation and employs a range of investment strategies, including the use of third-party money managers, with services offered on both discretionary and non-discretionary bases.

James Frawley is a financial advisor at Westside Investment Management, LLC with 28 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Westside Investment Management since 2015, as well as LPL Financial since 2004. Westside Investment Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charities, and plan sponsors. The firm employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, options, derivatives, and alternative investments, and participates in specialized programs such as SEI’s Managed Accounts Program.

Darren Pollock is a financial advisor at Cheviot Value Management, LLC with 20 years of industry experience. He holds a Series 65 designation and has been with Cheviot Value Management since 2000. Cheviot Value Management is a privately owned registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan participants. The firm employs a value-oriented, fundamentally driven investment approach with tactical asset allocation and offers services including discretionary investment management, financial planning, and budget coaching.

Joshua Sailar is a CFP®-certified financial advisor at Blue Zone Wealth Advisors, LLC with 13 years of industry experience. He has worked at Blue Zone Wealth Advisors since 2019, following three years at Miracle Mile Advisors, LLC. Additionally, he holds a California insurance agent license and has been involved in the sales of life insurance and fixed annuities since 2015. Blue Zone Wealth Advisors is a team-based registered investment adviser serving individual and high-net-worth clients, as well as retirement plans, trusts, and business entities. The firm employs a diversified investment approach combining fundamental, quantitative, technical, and sector analysis and offers access to private pooled investment vehicles for qualified clients.

Handong Yu is a financial advisor at Dew Point Capital with one year of industry experience. He holds a Series 65 designation and has worked at Dew Point Capital since 2024. Prior to this, he held various roles including positions at StockSwap and the JACCK Foundation for the Arts. Dew Point Capital provides fee-based discretionary portfolio management and financial planning services to individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities. The firm uses a custom, strategic allocation approach emphasizing long-term purchase strategies with flexibility for short-term trades under certain market conditions.

Timothy Wahl is a financial advisor at The Investment House LLC with 26 years of industry experience. He holds a Series 63 designation and has been with The Investment House since 2012. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled investment vehicles. The firm employs client-specific investment policies across multiple strategies using a combination of fundamental analysis and top-down sector selection, and manages registered investment companies, an ETF, and private funds.

Steven Nudelman is a financial advisor at BMB Advisers LLC in Los Angeles, holding a Series 65 designation with 18 years of industry experience. He has been with BMB Advisers and its affiliated firm Freedman Broder & Company since 2008. BMB Advisers provides discretionary and non-discretionary investment management and an independent-adviser referral program primarily serving high-net-worth individuals, trusts, estates, and retirement plan accounts, with a client base concentrated in the entertainment industry. The firm focuses on long-term portfolio management using primarily mutual funds, ETFs, and individual bonds, and refers clients seeking active or specialized strategies to independent third-party advisers.

Ellen Himmel is a Series 65-licensed advisor at Regatta Capital Group, LLC with nine years of industry experience. She has worked at Regatta Capital Group since 2016 and has operated her own tax preparation sole proprietorship since 2007. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental-analysis approach, utilizing diversified portfolios of low-cost mutual funds and ETFs supplemented by individual stocks and bonds, and also manages private pooled investment vehicles.

James Turo is a financial advisor with GT Investment Management, LLC and holds Series 65 and Series 63 licenses. He has 27 years of industry experience, including roles as Managing Director of GT Securities, Inc., and CEO of Growthink, Inc., a strategic business planning advisory firm. He also serves as a growth advisor with Guiding Metrics, a provider of business analytics and dashboard solutions. GT Investment Management primarily serves high-net-worth individual clients, offering investment management and financial planning services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to construct tailored portfolios managed through various account structures, including advisor-managed accounts and third-party managers.

Timothy Day is a financial advisor at Evolve Private Wealth, LLC with four years of industry experience. He holds the Series 66 designation and has worked at IEQ Capital, LLC, RBC Capital Markets, and Charles Schwab. Prior to his career in finance, he was employed in the restaurant industry and at California State Polytechnic University, Pomona. Evolve Private Wealth, LLC 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 and employs a fundamental, long-term investment approach that includes diversified portfolios of low-cost mutual funds, ETFs, individual equities, bonds, and alternative investments.

Michael Laine is a CFP® with 42 years of industry experience, currently serving at Altruist Advisors LLC. He has previously worked at LPL Financial Corporation for 17 years. In addition to his advisory role, he owns Living Well Enterprises LLC, a sailboat charter business. Altruist Advisors serves individual investors, trusts, estates, and other entities with discretionary portfolio management and financial planning services. The firm combines fundamental, technical, and quantitative analysis with modern portfolio theory, implementing both proprietary and third-party model portfolios through its integrated technology platform.

Martin Irani is a financial advisor at Cheviot Value Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hancock Management Partners for 25 years. Outside of advisory work, he is the owner of Touchdown Capital, LLC, a real estate investment business. Cheviot Value Management provides discretionary investment management and advisory services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm follows a value-oriented investment approach with fundamental analysis and diversification, offering additional services such as financial planning, budget coaching, and access to an insurer-consultation platform.

Francois Schramek is a CFA® charterholder with 10 years of industry experience, currently serving at Manhattan West Asset Management, LLC. His prior roles include positions at JPMorgan Private Bank, DropTerra Limited, and Pathstone Federal Street. He holds Series 65 and Series 63 licenses. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, and endowments, offering discretionary portfolio management, financial planning, and a Digital Asset Advisory Program. The firm employs a fiduciary, client-tailored approach combining fundamental, quantitative, and technical analysis, managing over $1 billion in discretionary assets across traditional and alternative investment strategies.

Michael Jeppson is a financial advisor at Jeppson Wealth Management, LLC with one year of industry experience. He holds Series 65 and Series 66 licenses and founded Health Inspecta LLC, a health app that evaluates food and cosmetics for unhealthy ingredients. Jeppson Wealth Management is an SEC-registered firm serving individuals, pension plans, trusts, and various organizations. The firm provides wealth management, financial planning, and portfolio management services, typically managing client portfolios on a discretionary basis using fundamental and technical analysis and incorporating independent managers’ strategies.

Rem Oculee is a financial advisor at Confidence Wealth Management, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has served as CEO of multiple companies, including 3rd Delta, Inc., a marketing operations firm, Exit Mindset, LLC, which focuses on authorship of business growth strategies, and 9Q Ventures, LLC, a venture capital company. He also oversees insurance agencies affiliated with his firm. Confidence Wealth Management, Inc. manages approximately $454 million for individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities through a team of nine advisors. The firm employs proprietary model portfolios combined with third-party managers to implement diverse investment strategies, emphasizing risk management and diversification.