Steven Zorn is a financial advisor with Oder Investment Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with Oder Investment Management since 2014, during which time the firm has evolved from Oder & Stewart Investment Management. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm uses Modern Portfolio Theory, combining active and passive management with global diversification and periodic rebalancing to pursue capital growth aligned with client risk tolerance.

Marshall Quan is a financial advisor at Sierra Investment Management, LLC with 25 years of industry experience. He holds a Series 65 designation and has worked at Sierra Investment Management since 1999 and Ocean Park Asset Management since 2007. Sierra Investment Management is a team-based SEC-registered advisor that manages discretionary portfolios and offers limited financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and certain institutional accounts. The firm employs a rules-based, tactical investment approach focused on trend-following and disciplined risk management, utilizing a range of mutual funds and ETFs across multiple program series, with daily program reviews and team-based decision making.

Cristian Mundy is a CFP® with 15 years of experience in the financial industry. He is currently with Life Line Wealth Management LLC and has prior experience at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he coaches youth basketball at the Hollywood Recreation Center. Life Line Wealth Management is a small team managing approximately $557.6 million in assets, primarily serving individual clients, trusts, and privately held small businesses. The firm focuses on passive, asset-allocation strategies using ETFs, while also integrating other asset classes as appropriate, and provides discretionary investment management along with financial planning services.

Lori Day is a Series 65-licensed financial advisor with 12 years of industry experience. She is currently with Integrity Financial Advisors, LLC and has previously worked at Blue Ocean Capital Management, Virtue Capital Management, and Horter Investment Management. In addition to her advisory role, she is the owner of Day Street Financial & Insurance Services, where she sells insurance annuities and Medicare Advantage plans. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations with financial planning and risk-protection advice. The firm frequently utilizes an affiliated investment manager for ETF-based, model-driven asset allocation strategies that align with client risk tolerances and planning goals.

Peter Gardiner is a financial advisor with The Investment House LLC in Venice, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with The Investment House LLC since 2012. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled vehicles. The firm uses client-specific investment policies implemented across various strategies, combining fundamental analysis with top-down sector selection and managing registered investment companies, an ETF, and private funds.

Clint Urso is a financial advisor with Atlantic Investments, a Registered Investment Advisor, Inc., based in Los Angeles, CA. He holds a Series 65 designation and has 16 years of industry experience. Urso has worked with Atlantic Investments since 2010 and Atlantic Financial Services, Inc. since 2009. He is also an owner and insurance agent at Atlantic Financial Insurance Services, where he spends approximately half of his time. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm focuses on documenting client goals and risk tolerances, delivering financial plans, and performing periodic account reviews without managing client assets or accepting discretionary trading authority.

Lawrence Konis is a financial advisor at Mapleton Capital Management, LLC with 27 years of industry experience. He has been with Mapleton since 1999 and also maintains a role at Ocean Park Capital Management, LLC where he has worked since 1997. Mapleton Capital Management provides discretionary portfolio management to high-net-worth individuals, family offices, and trusts, and serves as adviser to several privately offered pooled investment funds. The firm employs a fundamental research-based investment process that includes active trading strategies such as short positions, options, and opportunistic use of leverage.

Laura Navarro is a CFP® with 24 years of industry experience and has been with Manchester Financial Inc since 2015. She holds the Series 66 designation and also works as an independent licensed insurance agent specializing in life, health, and variable insurance products. Manchester Financial is a team of 11 advisors providing portfolio management, financial planning, and 1031 exchange consulting to a range of clients including individuals, high-net-worth clients, and organizations. The firm employs individualized asset-allocation strategies and manages accounts primarily on a discretionary basis using model allocations, combining long-term diversification with occasional short-term trading.

Laura Lemoine is a CFP® professional with five years of industry experience. She is currently with Serenus Wealth Advisors, LLC, where she has worked since 2024. Prior to that, she held positions at Camden Capital and The People Concern. Serenus Wealth Advisors serves individual, high-net-worth clients, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm employs a diverse investment process incorporating multiple analysis methods and strategies, managing approximately $1.47 billion in assets across about 141 clients.

Eleanor Weinstock is a financial advisor with Evolve Private Wealth, LLC in Los Angeles, holding Series 63 and Series 65 licenses and having 35 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Morgan Stanley, and Sanctuary Advisors. She is also a licensed insurance agent involved with Evolve Wealth Insurance LLC. Evolve Private Wealth, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and financial institutions. The firm manages approximately $2.15 billion in assets with a focus on fundamental analysis and long-term, diversified portfolios that incorporate mutual funds, ETFs, equities, bonds, and alternative investments.

Amit Stavinsky is a financial advisor with Tamar Securities, LLC in Woodland Hills, CA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Pursche Kaplan Sterling and Tamar Securities since 2010. Outside of his advisory role, he serves as president of Brighton Advisory Group, where he reviews estate assets, wills, trusts, and insurance needs. 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 “Super Cycle” analysis with bottom-up security selection and quantitative screening, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Brian Grimditch is a financial advisor at Highline Wealth Partners with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, as well as earlier positions at Stachur and Emerald Health Services. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are made by an Investment Committee, and it provides clients with regular portfolio reviews, educational workshops, and utilizes third-party technology to manage retirement plan sub-accounts.

Matthew Mullaly is a financial advisor with Alteri Wealth holding Series 63 and Series 65 licenses and 44 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. He is based in Westlake Village, CA. Alteri Wealth provides discretionary and non-discretionary investment management and financial planning to affluent individuals and families as well as institutional clients, including business owners, athletes, physicians, entrepreneurs, and entertainment industry executives. The firm uses a primarily fundamental analysis approach with a long-term investment orientation, managing a diverse range of asset classes and offering retirement plan advisory and estate-planning facilitation.

Dean Solomon is a Certified Financial Planner™ (CFP®) with 22 years of industry experience. He is currently a member of the four-advisor team at Hillcrest Financial Group, where he has worked since 2022. Prior to joining Hillcrest, he held roles at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Thrivent Financial for Lutherans. Hillcrest Financial Group provides financial planning, consulting, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, corporations, and qualified employee benefit plans. The firm employs Modern Portfolio Theory to construct tailored portfolios and manages approximately $471 million in discretionary assets for a few hundred clients.

Kaela Alba is a CFP® with two years of industry experience, currently serving as an advisor at TriaGen Wealth Management LLC since 2022. Prior to joining TriaGen, she worked at KeyBank and held roles at Oregon State University. She is also an independent licensed insurance agent focusing on accident, health, and life insurance in California. TriaGen Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations, offering portfolio management, financial planning, and consulting. The firm employs a diverse range of investment strategies and discloses the use of derivatives, margin transactions, and digital assets, among other approaches, while managing approximately $535 million in client assets.

Kelly Kruzick is a financial advisor with Valley Wealth Strategies, LLC in Santa Monica, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Valley Wealth Strategies and LPL Financial in 2017, Kruzick worked at National Planning Corporation for 19 years. Outside of advising, Kruzick is involved in health and wellness as a meditation teacher and provides paralegal assistance to a law firm. Valley Wealth Strategies advises individuals, families, trusts, small businesses, charitable organizations, and retirement plans with customized investment management and financial planning services. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis and manages approximately $1.2 billion in assets, notably maintaining a large share on a non-discretionary basis while overseeing assets managed by independent managers.

Brandon Berman is a CFP® with 14 years of industry experience, currently serving at Total Wealth Services, LLC. His prior roles include positions at Mariner Platform Solutions, Polaris Greystone Financial Group, LLC, and J.P. Morgan Securities LLC. He is also the owner of Total Wealth Group, where he focuses on business operations and tax strategy implementation. 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, utilizing diversified asset mixes and independent subadvisors to tailor portfolios to client-specific circumstances.

Lisa Westermark is a ChFC® and Series 66-registered advisor with nine years of industry experience. She is currently with Beverly Hills Private Wealth, LLC, where she has worked since 2022. Prior to this, she held roles at Bank of America and Merrill. Beverly Hills Private Wealth serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities with services including portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment process incorporating fundamental, technical, quantitative, cyclical, and sector analysis, and manages approximately $912 million in assets.

Michael Setlich is a financial advisor at Westside Financial Advisors LLC in Los Angeles, CA, with one year of industry experience. He has been involved with Aimco and Setlich Capital since 2014. Outside of advisory work, he is involved in principal and capital sourcing for real estate. Westside Financial Advisors LLC offers discretionary portfolio management and financial planning services to individuals, high net worth clients, corporations, and businesses. The firm employs a primarily passive, asset-class-based investment approach supplemented by fundamental and technical analysis and may utilize third-party sub-advisors.

Jamie Rugg is a financial advisor at Highline Wealth Partners with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2016, including its prior iteration as Charlesworth & Rugg, Inc. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are guided by an Investment Committee, and it provides regular portfolio reviews, participant education, and utilizes third-party technology to manage employer retirement plans.