Tyler Logan is a financial advisor at The Investment House LLC with four years of industry experience. He holds a Series 65 designation and has worked at The Investment House since 2020. Prior to his advisory role, he was employed at PayJunction and has experience related to UCSB and Sinjin Volleyball Camp. The Investment House LLC provides discretionary portfolio management for individual, high-net-worth, and institutional clients, managing a range of investment vehicles including mutual funds, ETFs, and private pooled funds. The firm employs a combination of fundamental analysis and sector selection to implement client-specific investment policies across various strategies.

Christian Luke Fermin is a financial advisor at CLG, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Purshe Kaplan Sterling Investments, Cetera, and CETERA Advisor Networks. Fermin has also been involved with Gods Vision Inc and Cornerstone Church for ten years. CLG, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with asset management, financial planning, and retirement plan consulting. The firm utilizes a mix of analytical methods and offers discretionary and non-discretionary portfolio management, incorporating derivatives, third-party sub-advisors, and held-away account management tools.

Mitra Shahi is an advisor at Wealth Management Partners, LLC with no prior industry experience. She has been with Wealth Management Partners since 2026 and held roles at Pesar Corp and Dapa Corp before that. Wealth Management Partners serves individuals, trusts, pension and profit-sharing plans, and corporate clients by providing discretionary asset management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental, technical, and quantitative investment approaches and actively uses derivatives, margin, and digital asset advisory services.

Vance Albitz is a CFP® professional with 10 years of industry experience, currently serving as an advisory representative and vice president at Albitz/Miloe and Associates, Inc. He has worked at Cetera-affiliated firms since 2016. Outside of his advisory role, he is the founder and president of the nonprofit organization Sports 4 Mankind. Albitz/Miloe and Associates is an SEC-registered advisory firm managing approximately $821 million in assets for individual and high-net-worth clients, trusts, charities, and corporate plans. The firm offers discretionary and non-discretionary services utilizing a range of investment vehicles and maintains regular client contact with an advisory team that includes credentialed planners and analysts.

Pamela Eckenrode is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Purshe Kaplan Sterling Investments, Cetera, and Cetera Advisor Networks LLC, and has been with CLG, LLC since 2016. In addition to her advisory role, she is a partner and part owner of a family holding company, CLG Holding Company LLC. CLG, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and related advisory services. The firm employs various analytical methods and provides discretionary and non-discretionary portfolio management, with access to insurance solutions and a range of investment tools including derivatives and digital assets.

Kara Boccella is a financial advisor at Serenus Wealth Advisors, LLC with 15 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Camden Capital, LLC for ten years. Serenus Wealth Advisors is an SEC-registered firm serving individual and high-net-worth clients, offering comprehensive portfolio management alongside standalone financial planning and consulting. The firm employs a diverse analytical approach to investment management and combines direct portfolio management with the use of sub-advisors and institutional custody platforms.

Jess Sansone is a financial advisor with KTF Investments, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining KTF Investments, Jess worked at UBS Financial Services for two years. Outside of advising, Jess serves as a board member and shareholder of several private companies in the frozen dessert industry, where they provide financial and operational guidance. KTF Investments advises individuals, including high-net-worth clients, as well as defined benefit and profit-sharing plans, offering financial planning and portfolio management services primarily through a sponsored wrap fee program. The firm customizes investment strategies based on client objectives and risk tolerance and manages roughly $700 million in client assets with a small advisory team.

Kurt Ehmann is a financial advisor with CLG LLC in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Cetera, and CLG Wealth Management, and is involved in business development through John D Cartwright and Associates. CLG, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, providing asset management, financial planning, and retirement plan consulting. The firm employs a variety of analytical methods and offers both discretionary and non-discretionary portfolio management, utilizing third-party sub-advisors and advanced investment strategies including derivatives and digital assets.

Richard Holtz is a financial advisor at Ocean Park Capital Management, LLC with 24 years of industry experience. He holds a Series 65 designation and has worked at Ocean Park Capital Management since 1999. Outside of his advisory role, he is the Racing Manager for Broad Racing LLC, where he is involved in buying, selling, and racing horses. Ocean Park Capital Management provides investment management exclusively to pooled investment vehicles, focusing on fundamental research to identify early inflection points. The firm employs an aggressive trading style that includes short-term trading, short sales, options, and opportunistic use of leverage, managing portfolios on a discretionary basis within broad fund mandates.

Michael Meylor is a financial advisor at IFC Advisors LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Oakley, and UCSB Economics. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans. The firm utilizes a tax- and cost-focused approach combining active and passive strategies across various asset classes, and it also serves as a private fund adviser and fund sponsor with a range of specialized services.

Jay Sanders is a financial advisor at Blue Zone Wealth Advisors, LLC in Los Angeles, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he worked for seven years at Firestone Walker Brewing Co. and took a sabbatical in 2023. 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, employer retirement plans, and business entities, offering portfolio management, financial planning, and retirement consulting, with a focus on tailored asset allocation and a variety of analytic methods.

Aleksandr Keyfes is a financial advisor at Salem Partners Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Salem Partners since 2010. 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 and focuses on sizable accounts, typically with a minimum of $10 million, offering customized portfolios that include a range of traditional and alternative investments.

Nicholas Ozer is a CFP® and Series 66 licensed advisor with Regatta Capital Group, LLC, where he has worked for 11 years. He has 13 years of industry experience in financial advising. Regatta Capital Group is an SEC-registered firm serving individuals, high-net-worth clients, institutional investors, and various entities. The firm employs a long-term, fundamental-analysis approach to portfolio management, offering wealth management, financial planning, retirement plan advisory, and digital-asset account facilitation, alongside managing private pooled investment vehicles.

Dianne Shumway is a financial advisor at Secure Investment Management, LLC with six years of industry experience. She holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors and Mass Mutual Investors Services. Outside of advising, Shumway manages a divorce financial consulting business assisting clients with asset division during divorce. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning and discretionary portfolio management. The firm’s investment approach is quantitative and factor-based, emphasizing long-term, diversified allocations through low-cost mutual funds, ETFs, and direct indexing.

Sandra Field is a CFP® professional at Asset Planning, Inc. in Los Alamitos, CA, with 28 years of industry experience. She has been with Asset Planning since 1998 and has an additional background with Ian D Brodie MD FRCS Inc. since 1980. Asset Planning, Inc. provides personal financial planning and investment management to individuals, families, and related entities, focusing on customized portfolio construction using a strategic asset allocation framework that combines passive and active investment strategies. The fee-only firm manages approximately $552 million in discretionary assets across about 373 client households.

Adam Werthmuller is a financial advisor at Banyan Tree Asset Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CitiGroup Global Markets Inc. and several other firms. Banyan Tree Asset Management is a discretionary fixed-income investment adviser serving ultra-high net worth individuals and institutional clients. The firm focuses on active, credit-oriented fixed income strategies and manages portfolios on a discretionary basis, often employing leverage when authorized by clients.

Dennis Smith is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 66 credential and bringing 12 years of industry experience. His career includes roles at Cetera and Stratis Financial. Outside of advising, he serves as Immediate Past President of the Rotary Club of Long Beach and is President of the Long Beach Rotary Charitable Foundation. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm employs various analytical methods and provides discretionary and non-discretionary portfolio management, incorporating a range of investment tools and third-party platforms.

Marco Mendoza is a financial advisor at IFC Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans, offering tailored portfolios that combine active and passive strategies across multiple asset classes. The firm also serves as a private fund adviser and fund sponsor, integrating alternative investments and special purpose vehicles within its wealth management programs.

Joseph Robillard is a financial advisor with Windward Capital Management Company in Los Angeles, CA, holding Series 65 and Series 66 licenses and 15 years of industry experience. He has been with Windward Capital Management Company and its affiliated firm S.L. Reed & Company since 2010. Outside of advising, he is an owner of Mammoth Rock N Bowl, an entertainment and restaurant business in Mammoth Lakes, CA. Windward Capital Management Company provides discretionary portfolio management to individual and high-net-worth clients, pension consulting and education to employee benefit plans, and sub-advisory services to other registered investment advisers. The firm employs a range of investment strategies including fundamental, charting, and cyclical analysis across various portfolio approaches and manages approximately $1.86 billion in assets with a team of three advisors.

Ross Kroll is a CFP® and holds a Series 65 license with 11 years of industry experience. He has worked at firms including Mercer Advisors, Oakwood Capital Management, AdvicePeriod, and Mariner Independent, where he is currently affiliated through Ocean Path Advisors. Kroll is a shareholder at Ocean Path Advisors, providing investment advisory services through Mariner Platform Solutions. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm supports both model portfolios and advisor-level discretionary management, and it integrates institutional and retirement plan resources through affiliated entities and third-party partnerships.