Dominick Savo is a financial advisor at Tamar Securities, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Tamar Securities since 2015. Outside of his advisory role, he is involved in ownership of a restaurant group operating ten locations in Southern California. Tamar Securities 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 analysis and bottom-up security selection across discretionary portfolio management, financial planning, and multiple model-portfolio programs.

Joseph O’Boyle is a CFP® credentialed financial advisor with 23 years of industry experience. He is the president and owner of O’Boyle Wealth Management, Inc. in Beverly Hills, CA, and previously worked at Voya Financial Advisors from 2014 to 2018. Outside of his advisory role, he is also active as an independent insurance agent specializing in life, health, disability, and fixed insurance products. O’Boyle Wealth Management serves individuals, including high-net-worth clients, trusts, employer retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, consulting, and held-away retirement account management, utilizing an investment approach that includes discretionary account management, asset allocation, core-satellite strategies, and a broad range of investment tools.

Jay Henriksen is a Series 65-licensed financial advisor with J K R & Company, Inc. in Van Nuys, CA, where he has worked since 2018. He has eight years of industry experience and previously spent 20 years at Medtronic. J K R & Company operates as a team investment adviser and broker-dealer serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $136 million in client assets and advising on about $179 million in retirement plan assets.

Nicholas Gutierrez is a financial advisor at JSF Financial, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at NewEdge Securities, Westlake Financial, and in various other roles including at In-n-Out Burger and J. Crew. 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.

Scott Shagrin is a financial advisor with Beverly Hills Private Wealth, LLC, holding a CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including prior roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He has been with Beverly Hills Private Wealth since 2022. Beverly Hills Private Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm manages discretionary portfolios using asset-allocation frameworks and a combination of fundamental, technical, quantitative, and sector analyses, employing a range of strategies across public and private securities.

Payton Thompson is a financial advisor at Dew Point Capital with a Series 65 designation and one year of industry experience. Prior to joining Dew Point Capital, Thompson held roles at Pepperdine University, JRK Property Holdings, and NorthStar Ski Resort. He also has experience as a member of the Boothbay Harbor Yacht Club. Dew Point Capital is an SEC-registered advisory firm that provides fee-based discretionary portfolio management, financial planning, retirement income planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages approximately $512 million in client assets and employs a strategic allocation approach that incorporates fundamental and cyclical analysis with a long-term purchase strategy and occasional short-term adjustments.

Benjamin Simonds is a CFP® with 14 years of industry experience, currently serving at Alliance Advisory & Securities, LLC since 2011. He holds a Series 66 license and is based in Westlake Village, CA. Alliance Advisory & Securities, LLC provides investment management and financial planning primarily to individual clients, including high-net-worth individuals, as well as trusts, pension plans, and charitable organizations. The firm’s investment approach utilizes diversified model portfolios based on modern portfolio theory, with strategies reviewed quarterly and tailored cash reserve targets for certain accounts.

Sky Rylant is a financial advisor at Westside Investment Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Westside since 2012. 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, and derivatives, and participates in specialized third-party programs such as SEI’s Managed Accounts Program.

Andrew Smith is a financial advisor with Flagstar Securities, Inc. in Beverly Hills, CA, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes positions at Signature Securities Group and HSBC Securities USA. He is also co-owner of an ecommerce business selling collectibles called The Master of Coin LLC. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm manages approximately $784 million in discretionary assets, offering wealth management, a Managed Account Program, and retirement plan consulting with a focus on diversified allocations and ongoing portfolio monitoring.

Steven Weinberger is a financial advisor with HCR Wealth Advisors in Los Angeles, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at HCR Wealth Advisors since 1999 and has been associated with Investment Security Corporation since 2002. 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 uses a combination of fundamental and technical analysis to implement portfolios on a discretionary basis and manages nearly $2 billion in client assets across ten advisors.

Judith Lu is a financial advisor at Blue Zone Wealth Advisors, LLC with 16 years of industry experience. She holds the Series 66 designation and previously worked at Miracle Mile Advisors, LLC. In addition to her advisory role, she is also licensed as an insurance agent in Los Angeles, CA. Blue Zone Wealth Advisors is an SEC-registered advisory team serving individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm manages approximately $565 million across 170 client relationships, offering portfolio management, financial planning, and retirement consulting. Their investment approach includes tailored asset allocation using various analytic methods and the management of private pooled vehicles and special-purpose funds.

Crystal Oculee is a financial advisor with Confidence Wealth Management, Inc. in Los Angeles, holding a Series 65 credential and bringing 15 years of industry experience. She has worked with Parson Latimer & Judge, LLC and has served as CFO of an affiliated insurance agency. Oculee is also an author and public speaker focusing on financial planning and retirement goals for women. Confidence Wealth Management, Inc. serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities, managing approximately $454 million. The firm combines proprietary model portfolios, third-party managers, and a mix of passive ETFs and actively managed mutual funds, with an emphasis on risk management and diversification.

Aryan Golzar Shabestary is a financial advisor at Navalign, LLC with a Series 65 designation and over a decade of experience in consulting and financial services. Prior to joining Navalign and BNY in 2025, he worked at F.G. Consulting from 2014 to 2025. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting to a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for about 677 clients, employing a range of strategies that include margin borrowing and options trading within separately managed accounts.

Francois Viljoen is a financial advisor at IFC Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies and is notable for operating and advising special purpose vehicles and private fund vehicles.

Ryan Brouillette is a financial advisor at L & S Advisors, Inc. in Los Angeles, CA, with 22 years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Kayne Anderson Capital Advisors, L.P. for 12 years. Ryan joined L & S Advisors in 2026. L & S Advisors serves individuals, trusts and estates, charitable organizations, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tactical and unconstrained investment approach that includes fundamental, cyclical, and technical analysis, along with options strategies and access to alternative investments.

Justin Mccurdy is a financial advisor at Manhattan West Asset Management, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Manhattan West since 2017, previously working at AdvicePeriod, LLC. Outside of his advisory role, he is president of a summer basketball camp program called ProSkills. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and a Digital Asset Advisory Program. The firm employs a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis across various investment strategies, managing over $1 billion in assets.

Kevin Sacre is a financial advisor at Atlantic Investments A Registered Investment Advisor, Inc. He holds a Series 65 designation and has 10 years of industry experience. Prior to and alongside his advisory role, he has operated Sacre Images since 2010. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm does not manage assets directly but focuses on documenting client goals, delivering financial plans, and performing periodic account reviews.

Justin Renteria is a financial advisor with Flagstar Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and eight years of industry experience. His career includes roles at CNR Securities, LLC, City National Rochdale, MML Investors Services, LLC, and Massachusetts Mutual Life Insurance Company. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages discretionary accounts across various asset classes and employs a multi-manager approach supported by Envestnet PMC.

Joseph Migdol is a financial advisor at Total Wealth Services, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citibank and JP Morgan Securities LLC in various roles. 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 investment approach, using diversified asset mixes tailored to client circumstances and generally manages portfolios on a discretionary basis.

Brent Donovan is a financial advisor at Grant Tani Barash & Altman, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Geneos Wealth Management, Inc. and Hightower Securities. Outside of his advisory role, he is president of MAD Donovan Inc. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and various institutions. The firm offers bundled business-management services alongside customized asset allocation and acts as a multi-family office liaison, providing both investment recommendations and due diligence on third-party managers.