David Dewolf is a Certified Financial Planner® with 20 years of industry experience. He is currently with Quantum Financial Advisors, LLC, where he has worked since 2022. Prior to that, he spent 10 years at Abacus Wealth Partners, LLC. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process favoring mutual funds, ETFs, and separately managed accounts, and offers both Total Market and Sustainable strategies using institutional-class funds and active transparent ETFs.

William Moffly is a financial advisor at Validus Capital LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Black Knight Financial Services, PennyMac Financial Services, and Bank of America. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients. The firm manages approximately $2.54 billion in assets, offering customized long-term portfolios that include mutual funds, separately managed accounts, ETFs, individual equities, alternative investments, and fixed income, along with comprehensive family office support.

Richard Kikuchi is an advisor at Secura Financial with one year of industry experience. Prior to joining Secura Financial, he worked for 32 years at LSL CPAs before retiring in 2022. Secura Financial, LLC provides fee-based personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm uses a range of investment strategies tailored to client objectives and risk tolerance, combining fundamental and cyclical analysis, and integrates planning across tax, insurance, retirement, and estate considerations.

I became a financial planner because of the lack of financial literacy in my community and I wanted to help change that. With over 12 years of industry experience, I specialize in helping Gen X, Millennial and Gen Z adults with their money. I support people as they navigate their financial decisions, offering guidance that’s rooted in empathy and simplicity. When I'm not working with clients, I'm at home with my wife, daughter, and two rescue dogs. I'm passionate about DIY projects—home improvement, woodworking, crafting cocktails, and modifying cars. Currently, I'm swapping the engine in a 1985 Pontiac Firebird, the car I drove in high school. My firm Casita incorporates a behavioral based approach to financial planning that blends the psychology of finance with traditional financial planning. We create financial plans that are aligned with your core values, emotions, and money behaviors to ensure effectiveness and impact.

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.

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.

Craig Morse is a financial advisor at Jeppson Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services and Tru Independence Asset Management. Outside of his advisory role, Morse works as a real estate broker for personal and family transactions and writes scripts for film development. Jeppson Wealth Management provides discretionary investment management, wealth management, and financial planning to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm tailors portfolios to clients’ risk tolerances and objectives, employing both fundamental and technical analysis in security selection and managing approximately $763 million in client assets.

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.

Jade Eagles is a financial advisor at The WealthGarden F.S. LLC with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including TIAA-CREF and Northwest Asset Management. She is co-owner and co-host of the podcast and video series Cover Your Assets, which focuses on divorce financial planning. The WealthGarden F.S. LLC provides investment management, financial planning, and consulting services primarily to individual and high-net-worth clients, as well as to trusts, estates, and charitable organizations. The firm customizes portfolios based on client goals and risk tolerance, using diversified allocations and regular account reviews.

Britt Joyce is a CFA® charterholder with 11 years of industry experience. He has worked at Regatta Capital Group, LLC since 2016. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm uses a long-term, fundamental analysis approach to portfolio construction and offers a range of services including wealth management, financial planning, retirement plan advisory, and digital-asset account facilitation.

Kevin Harnischfeger is a financial advisor at Validus Capital LLC with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including Camden Capital, LLC and New Century Capital Partners. Prior to entering the advisory industry, he was affiliated with SUNY New Paltz. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm manages approximately $2.54 billion in assets, focusing on customized, primarily long-term portfolios using a range of investment vehicles and integrated family office services.

Nicholas Rivera is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding Series 65 and Series 63 licenses with two years of industry experience. His prior experience includes roles at First Command Advisory Services and Lincoln Financial Advisors. Before his financial career, he worked with the U.S. Forest Service. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary investment management, consulting, and participant account management. The firm employs a top-down, macro-economic approach using a mix of fundamental, quantitative, and technical analysis, supported by external trade signals and third-party risk profiling to align portfolios with client risk preferences.

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.

Jaimie Chan is a financial advisor at B.B. Graham & Company, Inc. with one year of industry experience. Prior to joining B.B. Graham, Chan worked at Healthpeak Properties and has been employed as a restaurant server at Marie Callendar's since 2020. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary asset management along with access to third-party portfolio managers.

Michael Jeppson is a financial advisor at Jeppson Wealth Management, LLC with 40 years of industry experience. He has held positions at firms including Raymond James Financial Services and Bank of America. Jeppson holds Series 63 and Series 65 licenses. Jeppson Wealth Management is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides wealth management, financial planning, and portfolio management services, typically managing client portfolios on a discretionary basis with a mix of individual securities, mutual funds, ETFs, and independent managers.

Jeffrey Locke is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is currently with AWM Capital, LLC, where he has worked since 2023. Prior to this, he held roles at Five Oceans Advisors and has a background that includes various positions in professional sports organizations. Locke serves as Treasurer and Board Member for The 3rd Decade, a nonprofit providing financial education and mentoring to underserved populations. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm manages approximately $1.15 billion through a multi-team staff of 24 advisors, focusing on liability-driven investing and asset allocation using an open-architecture platform.

Hector Robles is a financial advisor with JRS Investments and Wealth Preservation, LLC, holding a Series 66 designation and 17 years of industry experience. His work history includes roles at Transwest, UC Factors, Walt Disney Co., and Edward Jones. He is licensed in life and health insurance in California and Hawaii and has experience in customer service related to accounts receivable sales. JRS Investments and Wealth Preservation provides portfolio management and advisory services to individuals, trusts, and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm uses a fundamental, client-specific approach, employing a broad range of investment strategies and typically managing accounts on a discretionary basis.

Matthew Marshall is a financial advisor with Arrowroot Family Office, LLC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. His prior roles include positions at Kestra Advisory Services, Kestra Investment Services, Osaic Wealth, and SAGEPOINT FINANCIAL. Outside of advisory work, he is an accountant preparing tax returns through his other business, Medical Accounting Service, Inc. Arrowroot Family Office provides wealth management and multi-family office services to a diverse client base, including individuals, families, pension plans, and charitable organizations. The firm focuses on customized asset allocation using advanced analytics and offers a broad range of services from portfolio management to family governance and philanthropic planning.

Michael Oconitrillo is a financial advisor with Secure Investment Management, LLC in Inglewood, CA, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. His work history includes roles at Cetera, Strategic Fortune Wealth Management, and Transamerica Financial Advisors, among others. Secure Investment Management serves individuals, business entities, trusts, and estates, providing financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing diversified, low-cost investment vehicles and customized portfolios tailored to client objectives.