Patrick Mcilrath is a financial advisor with Alliance Advisory & Securities, LLC, holding a Series 63 designation and over 32 years of industry experience. He has been with Alliance Advisory & Securities and Aerie Financial Group since 2005. In addition to his advisory role, he is the owner and president of Aerie Financial Group, which focuses on insurance sales including life, health, disability, and fixed annuity products. Alliance Advisory & Securities, LLC provides investment management and financial planning services to individual clients, trusts, pension plans, charitable organizations, and other pooled vehicles. The firm employs diversified model allocations based on modern portfolio theory, offering both discretionary and non-discretionary portfolio services with regular reviews and rebalancing.

Armen Keheyan is a financial advisor at Evolve Private Wealth, LLC in Los Angeles, CA, holding a Series 66 designation with 10 years of industry experience. His prior positions include roles at Morgan Stanley & Co. LLC and Wedbush Securities Inc. He is also licensed as an independent insurance agent but does not dedicate time to this activity. Evolve Private Wealth serves individuals, high-net-worth clients, trusts, and other entities, managing approximately $2.15 billion in assets. The firm employs a fundamentally driven, long-term investment approach, utilizing diversified portfolios of mutual funds, ETFs, individual securities, and alternative investments supported by AI decision tools.

Nathan Brummel is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Sierra Investment Management, LLC since 2023 and previously held roles at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2016 to 2023. Sierra Investment Management is a team-based SEC-registered advisor that manages discretionary portfolios and offers limited financial planning 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, and it operates multiple program series that utilize affiliated and unaffiliated mutual funds and ETFs.

William Broder is a Series 65-licensed financial advisor with 26 years of industry experience. He is a principal at BMB Advisers LLC, where he has worked since 1999, and also serves as a shareholder and officer at Freedman Broder & Company, an accounting practice operating since 1965. Broder works full time in the accounting firm while providing advisory services at BMB Advisers. BMB Advisers primarily serves high-net-worth individuals in the entertainment industry and their related trusts, estates, and retirement accounts. The firm offers direct portfolio management alongside a referral-based Independent Advisor Program and employs a long-term investment approach favoring passive equity exposure through mutual funds and ETFs.

Carolin Alaverdian is a financial advisor at Windsor Capital Management, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Windsor since 2008. Outside of advisory work, she is also active as a real estate agent with Balboa Real Estate. Windsor Capital Management provides fee-only investment advisory services to individuals, trusts, pension plans, charitable organizations, and business entities. The firm employs customized portfolio strategies incorporating fundamental, technical, and charting analysis, and offers model portfolios including fixed income, ETFs, closed-end funds, and proprietary stock models.

Jonathan Ezra is a financial advisor at Tamar Securities, LLC with seven years of industry experience. He holds a Series 65 designation and has professional experience including roles at California State University, Northridge, Santa Monica College, and Tulane University. Tamar Securities, LLC provides discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.52 billion in discretionary assets for about 4,198 clients through a multi-advisor team of 17, utilizing proprietary model programs that combine global value and sector analysis with both qualitative and quantitative screening.

David Nash is a Wealth Advisor at Parkwoods Wealth Partners, a fiduciary, fee-only financial planning firm. He works with tech employees, executives, and high-earning families to bring clarity and confidence to their financial lives. Drawing on a wide range of experience — from earning his MBA in Finance at UCLA Anderson to roles in investment banking at Barclays and as a Regional Director at Dimensional Fund Advisors — David helps clients make informed, thoughtful decisions about their wealth. His background allows him to understand the complex benefits and financial opportunities that come with working at innovative companies. David’s planning focuses on what matters most to busy professionals and growing families: optimizing taxes for retirement, making the most of equity compensation, and building strong estate and education plans. His approach is personal and practical, meeting each client where they are and helping them move toward their long-term goals with confidence. Above all, David believes financial advice should be clear and empowering. He takes time to explain options, guide decisions, and provide support as life and wealth evolve.

Matthew Heller is a financial advisor at HCR Wealth Advisors in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Port Films, Walt Disney Company, NZK Productions, Warner Bros. Entertainment, and Royal Caribbean Group. HCR Wealth Advisors provides discretionary portfolio management, financial planning, and consulting to individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and other businesses. The firm uses a combination 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.

Howard Altman is a Series 65–licensed financial advisor with Grant Tani Barash & Altman, LLC, based in Beverly Hills, CA. He has 16 years of industry experience and has been with Grant Tani Barash & Altman in its various forms since 1992. Grant Tani Barash & Altman serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and pension/profit-sharing plans. The firm operates as a multi-family office providing integrated business management services alongside investment advisory and consulting, typically acting as a liaison to third-party investment managers.

Kenneth Kilpo is a financial advisor with Windward Capital Management Company in Los Angeles, CA, holding Series 63 and Series 65 designations and 31 years of industry experience. He has worked at Windward Capital Management since 2003 and previously at S.L. Reed & Company from 2000. Kilpo serves as a Managing Director at Windward Capital Management. Windward Capital Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages discretionary portfolios using model-driven equity and fixed-income strategies, offering pension consulting and sub-advisory services.

Barbara Moreno is a financial advisor at Evolve Private Wealth, LLC with 10 years of industry experience. She holds the Series 66 designation and previously worked at Sanctuary Advisors, LLC, Sanctuary Securities, Inc., and Merrill. Evolve Private Wealth, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets and employs a long-term investment approach that includes diversified portfolios of low-cost mutual funds, ETFs, individual equities, bonds, and alternative investments, supplemented by third-party AI decision-support tools.

Shkira Singh is a financial advisor with Secure Investment Management, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Prior to joining Secure Investment Management, Singh worked at Transamerica Financial Advisors, Inc., and several other financial firms. Outside of advising, Singh is an author and speaker, with multiple published works on fitness and business topics. Secure Investment Management serves individuals, business entities, trusts, and estates, including both retail and high-net-worth clients, offering financial planning and portfolio management through a quantitative, factor-based investment approach that emphasizes diversified, long-term allocations using low-cost funds and tailored strategies.

Seta Keshishian is a CFP®-certified financial advisor with seven years of industry experience, currently with JSF Financial, LLC in Los Angeles, CA. She has worked at Mid Atlantic Capital Corporation and JSF Financial since 2018 and has been affiliated with UCLA since 2016. In addition to her advisory role, she serves as president of SK Financial Planning Corp, a personal services corporation, and works as a licensed agent for life and long-term care insurance sales. JSF Financial provides discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm employs dynamic asset allocation and model portfolios, conducts due diligence on private investment funds, and offers expanded wealth-management services including philanthropic planning.

Norma Abarca is a Certified Financial Planner (CFP®) with eight years of industry experience. She is currently with JSF Financial, LLC, where she has worked since 2021, and previously spent seven years at Churchill Management Group. Abarca holds Series 63 and Series 65 licenses. JSF Financial, LLC is a multi-team firm managing approximately $1.97 billion for a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary investment management and financial planning services, utilizing both bespoke portfolios and model asset-allocation strategies with dynamic exposure across various asset classes.

Jordan Kahn is a CFA® charterholder with 24 years of industry experience. He has been with HCR Wealth Advisors since 2015 and also serves as Chief Investment Officer of Ascendant Capital Management, a role he has held since 2014. His prior experience includes positions at KAM Advisors, Beverly Investment Advisors LLC, and other firms. 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 blend of fundamental and technical analysis with both long- and short-term strategies, managing nearly $2 billion in client assets across ten advisors.

Ira Ravitz is a financial advisor at Beverly Hills Private Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill Lynch for over a decade each. Beverly Hills Private Wealth, LLC 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 a combination of asset-allocation frameworks and various analysis methods, and offers access to third-party sub-advisors through its SmartX platform.

Cameron Laine is a financial advisor at Altruist Advisors LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and Purshe Kaplan Sterling Investments. Cameron has been associated with Laine Wealth Management since 2017. Altruist Advisors serves individual investors, trusts, estates, and other entities through a team of six affiliated advisers. The firm offers discretionary portfolio management and financial planning services, employing a blend of fundamental, technical, and quantitative analysis along with a technology-driven approach for ongoing monitoring, rebalancing, and tax management.

Luhmen Tesoro is a financial advisor at Atlantic Investments a Registered Investment Advisor, Inc. based in Los Angeles, CA, with two years of industry experience. Prior to joining Atlantic Investments in 2024, Tesoro worked at the Department of Financial Protection & Innovation for 37 years. 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 conducting periodic account reviews.

Amir Monsefi is a financial advisor at AIRE Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. He serves as an advisory board member of the Mar Vista Family Center, a charitable organization focused on supporting families. AIRE Advisors manages approximately $1 billion in client assets, serving individuals, family offices, employer retirement plans, and brokerage customers. The firm’s investment approach centers on strategic asset allocation and Modern Portfolio Theory, utilizing a diversified range of securities and third-party managers with ongoing monitoring and due diligence.

Grant Colin is a financial advisor at Monarch Wealth Strategies with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, Inc. and SES Inc. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting primarily to affluent individuals, families, trusts, and pension plans. The firm employs a combination of fundamental and technical research to manage portfolios using mutual funds, ETFs, individual securities, and alternative investments on a case-by-case basis.