Emily Xing is a CFA® charterholder and holds a Series 65 license. She is currently with Dew Point Capital and has been in the financial industry for one year. Prior to this, she was the Managing Director at Calistone Capital LLC, a hedge fund general partner, where she managed fund operations. Outside of her advisory role, she holds a California real estate broker license. Dew Point Capital provides fee-based discretionary portfolio management and financial planning to individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities. The firm uses a custom, strategic allocation approach based on fundamental and cyclical analysis, offering a range of investment instruments and monitoring accounts at least annually.

Caroline Zimmer is a financial advisor at Angeles Wealth Management, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates Inc. Caroline’s background includes four years at the University of Southern California. Angeles Wealth Management provides discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm typically acts as a manager-of-managers, allocating client capital to model portfolios and third-party managers while incorporating alternative investments through private funds and fund-of-fund structures.

Nathan Mescobi is a financial advisor at AIRE Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has worked in various roles including at FKGB Accounting and the Law Offices of Joseph Miskabi. AIRE Advisors manages approximately $1 billion in client assets and serves individual clients, family offices, employer retirement plans, and brokerage customers. The firm provides wealth management and investment consulting services, utilizing strategic asset allocation and Modern Portfolio Theory across diverse investment vehicles.

Alexander Hagstrom is a CFA® charterholder and a financial advisor with eight years of industry experience. He has been with Strategy Asset Managers, LLC since 2018 and previously worked at Holly Street Wealth Advisors, LLC and Fundamental Capital Management LLC. Strategy Asset Managers, LLC manages approximately $741.5 million on a discretionary basis, providing investment management, financial planning, and retirement plan consulting to individuals, pooled investment vehicles, and institutional sponsors. The firm employs four primary equity strategies and utilizes a blend of individual equities, ETFs, mutual funds, fixed income, and alternatives, supported by fundamental research and third-party data.

Gregory Heller is a CFP® with 35 years of industry experience, currently serving at HCR Wealth Advisors since 2019. He has held positions at Investment Security Corporation and Heller Capital Resources Financial Insurance Services, Inc. Outside of his advisory work, he is involved in real estate development in Costa Rica through a managing membership in CR Project, LLC. 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 employs a mix of fundamental and technical analysis with both long- and short-term strategies, managing nearly $2 billion in client assets across a team of ten advisors.

Debra Bonseigneur is a financial advisor with BMB Advisers LLC in Los Angeles, holding a Series 65 designation and 26 years of industry experience. She has been with BMB Advisers since 1999 and is also a shareholder and officer at Freedman, Broder & Company Accountancy Corp., an accounting practice where she works full time. BMB Advisers primarily serves high-net-worth individuals in the entertainment industry and their related trusts, estates, and retirement accounts. The firm uses a long-term investment approach that favors passive equity exposure through mutual funds and ETFs, and it offers both direct portfolio management and a referral-based Independent Advisor Program.

Gorge Salcedo is a financial advisor at Tamar Securities, LLC with two years of industry experience. He holds a Series 65 designation and previously worked for seven years at Candu Plumbing & Rooter. Outside of his advisory role, he owns and operates a private fitness gym. Tamar Securities provides discretionary portfolio management, financial planning, and consulting services to a diverse client base, managing approximately $1.52 billion in assets through a multi-advisor team of 17.

Valentino Fehlmann is a CFP® with 20 years of experience in the financial services industry. He is currently with Hamilton Wealth, LLC and has previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in investment software development through QIA Partners LLC and serves as a trustee for his father's investment-related affairs. Hamilton Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate clients, providing discretionary portfolio management and retirement plan consulting. The firm combines wrap fee program sponsorship with retirement plan services and employs proprietary allocation models to tailor portfolios to client risk profiles.

Gregory Welborn is a financial advisor at First Financial Consulting in Pasadena, CA, with 29 years of industry experience. He holds a Series 63 designation and has been with First Financial Consulting since 1996. First Financial Consulting provides financial planning and investment consulting to individuals, families, trusts, estates, and closely held businesses. The firm delivers customizable services focused on retirement planning, tax and cash-flow analysis, education funding, estate planning, charitable giving, and business succession, operating primarily on a non-discretionary basis without taking custody of client assets.

Haiyang Zhang is a financial advisor with Checchi Capital Advisers, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Checchi Capital Advisers in various roles since 2012 and also worked at Arbor Court Capital LLC from 2013 to 2020. Checchi Capital Advisers provides discretionary portfolio management for high-net-worth individuals and various institutional clients, using a quantitatively driven investment process that incorporates proprietary models, ETFs, and tax-optimization strategies. The firm also offers sub-advisory services and manages insurance-dedicated pooled funds.

Maria Echeverria is a financial advisor at Flagstar Securities, Inc. with three years of industry experience. She holds a Series 66 designation and has worked previously at Evoke Advisors, Wells Fargo Clearing, and Virtual Outsource Solutions. Outside of finance, she is the founder and owner of INES LLC, an online women's sleepwear business. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm manages approximately $784 million in discretionary assets and offers wealth management, managed account programs, and retirement plan consulting.

Feliks Zlochistyy is a CFP®, CFA®, and Series 66 credentialed advisor with 19 years of industry experience. He has been with First Wilshire Securities Management, Inc. since 2006. First Wilshire provides discretionary investment management to individuals, high-net-worth clients, pension and institutional accounts, and sponsors two affiliated private funds. The firm employs a value-oriented investment approach focused on small- and micro-cap U.S. and foreign equities, utilizing fundamental research and direct company contacts.

Michael Haney is a financial advisor at Arroyo Investment Group, LLC with 21 years of industry experience. He has been with Arroyo Investment Group since 2004. Haney is also a licensed solicitor at Capital Research & Consulting LLC, where he dedicates additional time to investment-related activities. Arroyo Investment Group is a fee-only investment management and financial planning firm managing approximately $319.5 million in assets. The firm serves individuals and institutional clients through a discretionary, model-driven approach that employs proprietary screening and primarily invests in no-load mutual funds.

Annie Kim is a financial advisor at AR Asset Management, Inc. with 14 years of industry experience. She holds a Series 65 designation and has been with the firm since 2000. AR Asset Management, Inc. is an SEC-registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm’s investment approach focuses on fundamentally driven, long-term strategies using large-cap domestic and international stocks, tax-aware portfolio construction, and fixed income laddering, with additional recommendations for qualified clients including private placements and pooled investment vehicles.

Sean Richardson is a financial advisor at AWM Capital, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Citizens Business Bank and Whittier Trust Company. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion for around 418 clients through a multi-team staff of 24 advisors. The firm employs an open-architecture platform with an emphasis on liability-driven investing and asset allocation, integrating financial planning, business consulting, and asset management services.

Robert Wussler is a financial advisor at Manhattan West Asset Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Twentieth Television and Finalis Securities LLC. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, and endowments. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and a Digital Asset Advisory Program, managing over $1 billion in discretionary assets using a fiduciary, client-tailored approach that integrates various investment strategies and asset classes.

Richard Rappaport is a Series 63 licensed financial advisor with WestPark Capital, Inc. in Los Angeles, CA, bringing 37 years of industry experience. He has been with WestPark Capital since 1999 and serves as president of WestPark Holdings LLC. Outside of his advisory role, he is a director of Skechers USA, Inc. and involved in public acquisitions through a leadership position in AOTS-WRASP-SKRP. WestPark Capital, Inc. provides financial planning, investment management, and consulting services for individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm often incorporates third-party money managers in its advisory programs and offers both discretionary and non-discretionary portfolio management and custom financial plans.

Boris Gertsen is a CFA® charterholder with 23 years of industry experience. He is affiliated with JSF Financial, LLC and has worked at Mid Atlantic Capital Corporation since 2010, alongside his ongoing role at JSF Financial since 1999. 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.

Tara Koda is a financial advisor at California Capital Management with a Series 65 designation. She has been with the firm since 2023 and has prior work experience spanning roles in home support services and environmental services. California Capital Management offers investment advisory services to individuals, trusts, pension plans, and corporate clients, managing approximately $358 million in discretionary assets. The firm provides customized portfolio management through wrap fee programs and retirement plan consulting tailored to clients’ time horizons, risk tolerance, and goals.

Francisco Sanchez is a CFP® and holds a Series 66 license, with four years of industry experience. He currently works at AWM Capital, LLC and previously held roles at Capital Group and Ameriprise Financial Services, Inc. Sanchez also served in the United States Army Reserve for eleven years. AWM Capital, LLC is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a liability-driven investing approach and offers financial planning, retirement advice, business consulting, and asset management through a diverse range of investment vehicles.