Glen Michel is a financial advisor at Advanced Portfolio Strategies with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at APS Management Group, Inc. since 2016, following five years at MML Investors Services and over 16 years with Mass Mutual Life Insurance Company. In addition to his advisory role, he sells life, health, disability, and long-term care insurance products. Advanced Portfolio Strategies is a small team managing approximately $158.7 million for about 208 clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm’s investment approach integrates fundamental, quantitative, and technical analysis with modern portfolio theory, providing customized strategies and quarterly portfolio reviews.

James Monti is a financial advisor at The William Allan Corporation with eight years of industry experience. He has worked at The William Allan Corporation since 2018 and is also employed as a longshoreman by the Pacific Maritime Association. The William Allan Corporation provides investment advisory services to individuals, trusts, non-profits, and corporate accounts, utilizing fundamental analysis and a variety of investment strategies. The firm manages over $200 million in discretionary assets with a small team and incorporates AI tools for operational efficiency while tailoring portfolios to clients’ objectives.

Justin Yoo is a CFA® charterholder and financial advisor with Blue Zone Wealth Advisors, LLC in Los Angeles, CA. He has experience in the financial industry dating back to 2015, including roles at Titan Global Capital Management, YipitData, Kensho Technologies, and Roubini Global Economics. His career also includes two sabbaticals between 2017 and 2025. Blue Zone Wealth Advisors serves individuals, high-net-worth clients, trusts, employer retirement plans, and business entities, managing approximately $565 million across 170 client relationships. The firm uses a variety of analytic methods to tailor portfolios and offers services ranging from comprehensive asset management to specialized planning for business owners and complex households.

Andrew Kim is a financial advisor at AMI Asset Management Corp in Los Angeles, CA, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining AMI Asset Management, he held various roles in technology and solar energy companies. AMI Asset Management provides discretionary portfolio management to a range of individual and institutional clients, employing a fundamental, bottom-up research approach across multiple equity and fixed-income strategies. The firm manages $1.925 billion in assets with nine advisors and is notable for its role as a private fund adviser and manager of pooled vehicles.

Taylor Heininger is a CFA® charterholder with seven years of industry experience. He has worked at Cloud Capital Management since 2022 and previously spent nine years at Bessemer Trust. He is based in El Segundo, California. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities with discretionary investment management and standalone financial consulting services. The firm employs a team-based approach, using quantitative and qualitative analysis, model-based trading, and may recommend outside managers to construct and monitor portfolios.

Mikyla Martinez is a financial advisor at Atlantic Investments, a Registered Investment Advisor, Inc., based in Los Angeles, CA. She holds two years of industry experience, including her current role at Atlantic Investments and a concurrent long-term position at Kaiser Permanente. Atlantic Investments serves individual and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm emphasizes comprehensive planning, including retirement, cash-flow, tax, and estate modules, while using varied analytical approaches and allowing clients to set investment restrictions.

Alexandra Long is a financial advisor with Quantum Financial Advisors, LLC in Santa Monica, CA, holding a Series 65 credential and six years of industry experience. She has worked at Quantum Financial Advisors since 2022 and previously at Abacus Wealth Partners from 2017 to 2022. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and other business entities by providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process with strategies that include Total Market and Sustainable approaches, utilizing institutional-class funds, active transparent ETFs, and separately managed accounts.

Katherine Thorsey is a financial advisor at Serenus Wealth Advisors, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Rothschild & Co for three years. Serenus Wealth Advisors serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, offering portfolio management, financial planning, consulting, and referrals to third-party money managers. The firm employs a diverse investment approach that includes multiple analysis methods and strategies, managing portfolios directly and through sub-advisors, with a focus on institutional platforms and research access.

Simone Liu is a financial advisor at AIRE Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, Liu serves as CEO of The Golden Resource LLC, an import/export business. AIRE Advisors manages approximately $1 billion in client assets, serving individual and high-net-worth clients, family offices, employer retirement plans, and brokerage customers. The firm’s investment approach focuses on strategic asset allocation and Modern Portfolio Theory, utilizing a broad range of asset classes and third-party managers, with services offered on both discretionary and non-discretionary bases.

Loren Gesas is a financial advisor at RVW Wealth LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with RVW Investing since 2010. RVW Wealth provides discretionary investment management to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental research approach, focusing on ETFs and mutual funds for equities and bonds, and maintains active portfolio supervision through a team-based review process.

Riley Van Velthuyzen is a CFP® with four years of industry experience, currently serving as an associate financial planner at Ocean Path Advisors, LLC. Prior to joining Ocean Path Advisors, he worked at Mariner Independent and EP Wealth Advisors, and has experience at KPMG, LLP. Ocean Path Advisors is a small team providing portfolio management to individuals, high-net-worth clients, charitable organizations, and business entities. The firm’s investment approach emphasizes modern portfolio theory with broadly diversified, low-cost indexed investments, supplemented by margin and options strategies in select accounts.

John Bullitt is a CFP® professional with six years of industry experience, currently serving with Validus Capital LLC. He previously held positions at Morgan Stanley and several other firms, with a background that includes both financial advisory and academic roles at USC’s Marshall School of Business. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients, managing approximately $2.54 billion in assets. The firm focuses on customized, primarily long-term portfolios and offers a range of integrated family office services alongside portfolio management.

Justin Dyer is a CFP® and CFA® with 15 years of industry experience. He is currently with AWM Capital, LLC, where he has worked since 2019, and also owns AWM Ventures LLC, a venture capital investing business. His prior roles include positions at Bridge Advisory LLC and Waypoint Wealth Partners. AWM Capital 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 an open-architecture platform, managing approximately $1.15 billion across a diverse range of investment vehicles.

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.

Craig Bailey Jr. is a financial advisor at Granite Investment Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NWQ Investment Management, Mandeville Advisors, and Kotak Mahindra. Outside of his advisory role, Bailey serves as a strategic planning advisor to a pharmaceutical manufacturing startup. Granite Investment Partners provides discretionary investment management services to institutional clients, government entities, pooled vehicles, and high-net-worth individuals. The firm employs a bottom-up research process combining fundamental, technical, and cyclical analysis and actively manages private funds alongside offering sub-advisory and model program services.

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.

Jeffrey Eisfelder is a CFP® professional with 22 years of industry experience, currently serving at SFE Investment Counsel Inc. He previously spent ten years at First Foundation Advisors. Outside of his advisory role, he is the sole licensee owner of GBG Southeast, a youth travel baseball organization in the Southeast. SFE Investment Counsel serves a diverse client base including individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm focuses on asset allocation and a total-return approach with concentrated equity portfolios, combining fundamental, technical, and cyclical analysis alongside fixed-income laddering to manage risk.

Boris Geyzer is a CFA® charterholder with 22 years of industry experience, currently serving at JSF Financial, LLC and Mid Atlantic Capital Corporation. He has been with JSF Financial since 2000 and with Mid Atlantic Capital Corporation since 2010. Outside of his financial advisory work, he is involved as a homecare provider for a disabled relative. JSF Financial provides discretionary investment management, financial planning, wealth management, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $1.97 billion across about 791 client relationships, using a combination of bespoke portfolio management, model asset-allocation strategies, and third-party managers.