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.

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.

John Kotsimbos is a financial advisor at Peak American Investment Advisors, Inc., with over 22 years of industry experience, including five years at Peak American and 17 years as an independent advisor. He is part of an 11-advisor team based in Redondo Beach, CA. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning. The firm combines technical and fundamental analysis in portfolio construction and integrates tax strategy and insurance coordination into retirement and income planning.

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 financial advisor at Regatta Capital Group, LLC with 10 years of industry experience and holds a Series 65 designation. She has been with Regatta Capital Group since 2016 and has operated a tax preparation service as a sole proprietorship since 2007. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension plans, trusts, estates, and institutional investors. The firm employs a long-term, fundamental-analysis approach and offers a variety of wealth management, portfolio management, and financial planning services, including digital-asset account facilitation and private fund management.

James Turo is a financial advisor with GT Investment Management, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He currently serves as Managing Director of GT Securities, Inc., and CEO of Growthink, Inc., a strategic business planning advisory firm. He is also involved with Guiding Metrics, a business analytics provider. GT Investment Management provides investment management and financial planning primarily to high-net-worth individual clients, managing approximately $5.5 million for about 35 clients as of the end of 2025. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to create tailored portfolios and offers a range of services including discretionary portfolio management and access to alternative investments.

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.

Francois Schramek is a CFA® charterholder with 10 years of industry experience. He is currently with Manhattan West Asset Management, LLC, where he has worked since 2019, following prior roles at JPMorgan Private Bank, DropTerra Limited, and Pathstone Federal Street. Manhattan West Asset Management serves individual and institutional clients including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm employs a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis across traditional and alternative asset classes, managing over $1 billion in discretionary assets.

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.

Tracy Shemano is a financial advisor at Quantum Financial Advisors, LLC in Santa Monica, CA, with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Abacus Wealth Partners for four years and operated Shemano Home for ten years. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses an asset-class, rules-based investment process with a focus on mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable strategies that incorporate factor tilts and institutional-class investment options.

Roque Wicker is the sole advisor at Westside Financial Advisors LLC in Los Angeles, California, with two years of industry experience. He is also the President and CEO of CT Watch Inc., a defense contractor he has led since 2008. 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 supplemented by fundamental and technical analysis, and may use sub-advisory services to implement client portfolios.

Jason Vanclef is a financial advisor with Chicago Capital Management Advisors, LLC and holds a Series 66 designation. He has 20 years of industry experience and has previously worked at firms including VFG Advisors, Inc. and Delta Investment Management, LLC. Outside of his advisory role, he is the author of the book *My Wealth Code* and serves as owner and president of Vanclef Financial Group, which publishes the book. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven, bottoms-up investment process with model strategies tailored to client risk profiles, and it manages accounts both directly and through third-party managers.

Gregory Kushner is a financial advisor at IDB Lido Wealth, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at multiple related firms, including Lido Advisors and Oakhurst Advisors. Outside of his advisory roles, he is the founder and president of Lido Consulting Group, LLC, which provides consulting and educational services to family offices. IDB Lido Wealth, LLC serves high-net-worth individuals, family offices, pensions, and other institutional clients with an integrated wealth management approach that includes multi-asset allocations and utilizes affiliated sub-advisers. The firm is jointly owned by Lido Advisors and Israel Discount Bank of New York and offers discretionary investment management as well as financial planning and fiduciary services.

Rebecca Shaw is a financial advisor at Serenus Wealth Advisors, LLC in Santa Monica, CA, holding Series 63 and Series 66 licenses with six years of industry experience. Her prior roles include positions at Certuity, LLC, Sanford C. Bernstein & Co., General Dynamics Mission Systems, and JP Morgan Chase & Co. Serenus Wealth Advisors is an SEC-registered firm serving individual and high-net-worth clients with comprehensive portfolio management and financial planning. The firm employs a diverse investment approach that incorporates fundamental and technical analysis, quantitative models, and third-party manager due diligence, focusing on asset allocation and risk alignment.

Christy Charles is a CFP® with 2 years of industry experience, currently serving as a financial advisor at Validus Capital LLC. Prior to joining Validus Capital in 2022, she worked at Camden Capital, LLC from 2014 to 2022. Validus Capital provides wealth management, investment management, financial planning, legacy planning, and family office services primarily to high net worth and ultra-high net worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm constructs customized portfolios using a mix of fundamental and quantitative analysis with a primarily long-term orientation, and it also acts as investment supervisor to exempt private funds and pooled vehicles.

Scott Womack is a financial advisor at Womack Wealth Management, Inc. in Manhattan Beach, CA, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been involved with Womack Wealth Management and Womack Business Management, Inc., where he provides business management and non-investment related family office services. Womack Wealth Management serves individuals, high-net-worth families, retirement plans, trusts, foundations, and business entities by offering investment management, financial planning, wealth-planning, and institutional consulting. The firm employs a strategy based on Modern Portfolio Theory and Efficient Markets Hypothesis, utilizing a range of asset classes and techniques, and is noted for its integrated family-office style services and operational affiliations that provide tax and accounting expertise.

Kelly Sueoka is a financial advisor at RVW Wealth LLC in Los Angeles, CA, holding Series 65 and Series 66 licenses with eight years of industry experience. Prior to joining RVW Investing, LLC in 2022, Sueoka was self-employed from 2009 to 2022 and has been associated with Pacific Financial Research since 2001. RVW Wealth provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, pension plans, and business entities. The firm employs a fundamental research approach with portfolio allocations focused on ETFs, mutual funds, and fixed-income securities, managing approximately $1.94 billion in client assets.