Samuel Landman is a financial advisor at Westside Financial Advisors LLC with experience spanning several roles in financial services and real estate since 2015. His background includes positions at Concord Companies, Wealthstone, and Global Integrity Realty Group. Outside of advisory work, he is involved in capital raising and real estate syndication. Westside Financial Advisors LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, including high net worth clients, as well as corporations and businesses. The firm employs a primarily passive, asset-class-based investment approach and integrates fundamental and technical analysis, occasionally utilizing third-party sub-advisors.

Yehoshua Wyne is a financial advisor at RVW Wealth LLC with four years of industry experience. He holds a Series 65 designation and has worked at RVW Wealth since 2022. Outside of his advisory role, he is affiliated with Young Israel Aish of Las Vegas. RVW Wealth LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental research approach with portfolios typically allocated between equity ETFs and mutual funds, as well as fixed-income securities.

Chelsea Traub is a financial advisor at Evolve Private Wealth, LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at Seia LLC, OSAIC, RBC Capital Markets, J.P. Morgan Securities, and JPMorgan Private Bank. Outside of her advisory role, she has been involved as a client service associate at Seia LLC. Evolve Private Wealth serves individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets across 679 clients and emphasizes a long-term investment approach using diversified portfolios of mutual funds, ETFs, equities, bonds, and alternative investments, supplemented by AI decision-support tools.

Erik Ridgley is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He has been with Salem Partners Wealth Management, LLC since 2018 and previously worked at Citigroup Global Markets Inc. for 11 years. Salem Partners Wealth Management provides discretionary investment supervisory and portfolio management services to high-net-worth individuals, families, trusts, and other entities. The firm manages approximately $413 million, focusing on sizable accounts with customized, diversified portfolios and a disciplined investment process that includes fundamental valuation and risk monitoring.

Antoine Souma is a financial advisor at Galliott Capital Advisors, LLC with 26 years of industry experience. He has held positions at firms including Morgan Stanley, J.P. Morgan Securities, Deutsche Bank Securities, and UBS Financial Services. Souma serves on the board of the Lebanese American Foundation - House of Lebanon and acts as a resource facilitator and treasurer for the Los Angeles Sheriff’s Department. Galliott Capital Advisors is a boutique family-office and investment advisory firm serving high- and ultra-high-net-worth individuals, families, businesses, institutional clients, and retirement plan sponsors. The firm offers asset and portfolio management, financial planning, multi-family office services, and sponsors private investment vehicles, tailoring portfolios with a range of equities, fixed income, ETFs, options, and alternative investments.

Joshua Axel is a financial advisor at KTF Investments, LLC with 26 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 25 years. KTF Investments advises individuals, including high-net-worth clients, as well as defined benefit and profit-sharing plans, offering financial planning and both discretionary and non-discretionary portfolio management primarily through a sponsored wrap fee program. The firm customizes asset allocations and investment strategies based on client objectives and risk tolerance, conducts regular portfolio reviews, and manages roughly $700 million in client assets with a team of four advisors.

Eric Zurbrugg is a CFP® with 21 years of industry experience, currently serving as an advisor at IFC Advisors LLC since 2024. He previously worked at Wells Fargo Bank and Wells Fargo Clearing Services, LLC from 2004 to 2024. Outside of his advisory role, Zurbrugg is a team manager for a local soccer club. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies and is notable for operating special purpose vehicles and private fund vehicles.

Geoffrey Sokol is a financial advisor at GT Investment Management, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and Grow Think Investment Management. Outside of his advisory role, he coaches children in martial arts in Hawthorne, California, and serves on the city's Civil Service Commission. GT Investment Management provides investment management and financial planning primarily to high-net-worth individual clients. The firm employs a blend of fundamental, technical, and cyclical analysis to create tailored portfolios and offers both discretionary and non-discretionary management alongside access to alternative investments and equity options strategies.

Matthew Humiston is a financial advisor at AMI Asset Management Corp in Los Angeles, CA, holding a Series 65 designation with 25 years of industry experience. He has been with AMI Asset Management since 2000. Outside of his advisory role, he is a one-third partner in HUMATA Partners and BPM Partners, partnerships focused on real estate investments, spending less than 10% of his time on these activities. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, managing equity and fixed-income strategies through a fundamental, bottom-up research process. The firm serves a variety of clients, including high net worth individuals and pension plans, and is notable for its role as a private fund adviser and manager of pooled vehicles.

Jason Scott is a Series 65-licensed financial advisor with L & S Advisors, Inc., based in Los Angeles, CA. He has eight years of industry experience and has been with L & S Advisors in various roles since 2012. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tactical and unconstrained investment approach utilizing a variety of strategies and asset types, including derivatives and private investments.

Norikazu Yamaguchi is a financial advisor with Advanced Portfolio Strategies in Torrance, CA, holding eight years of industry experience. He has been with APS Management Group, Inc. since 2018 and is also involved with Philosophy LLC. Outside of advisory services, he owns ANGEL MARKETING, LLC, a business focused on the sale of group health benefits to businesses. Advanced Portfolio Strategies provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, and business entities. The firm employs a client-specific investment approach that integrates fundamental, quantitative, and technical analysis alongside modern portfolio theory, managing approximately $158.7 million for around 208 clients.

Samuel Ford is a financial advisor with Advanced Portfolio Strategies, holding three years of industry experience. He also operates his own solo law practice. Advanced Portfolio Strategies serves individuals, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and pension consulting. The firm employs a diversified, multi-strategy investment approach combining fundamental, quantitative, and technical analysis, and offers additional services including insurance products and access to an online lending platform.

Lindsey Diranian is a financial advisor at Regatta Capital Group, LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at Regatta Capital Group since 2019, following previous roles at Wells Fargo Clearing and Merrill. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as institutional investors. The firm uses a long-term, fundamental-analysis approach to build diversified portfolios and also acts as a private fund sponsor managing over $1.5 billion in assets across multiple offices.

Adam Salas is a CFP®, CFA®, and Series 66-licensed financial advisor at Quantum Financial Advisors, LLC with 14 years of industry experience. He previously worked at Wealth Architects, LLC, YellowBrickRoad Financial Advisors, LLC, Abacus Wealth Partners, and Edward Jones. 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 emphasizing mutual funds, ETFs, and separately managed accounts, offering both a Total Market strategy and a Sustainable strategy with environmental considerations.

Neil Unger is a Certified Financial Planner (CFP®) with five years of industry experience. He is currently affiliated with AIRE Advisors, LLC and has prior experience at Alliance Advisory & Securities, LLC, David S Reinders, Inc., and Kaiser Permanente. AIRE Advisors, LLC manages approximately $1 billion in client assets, serving individual clients, high-net-worth individuals, family-office clients, employer retirement plans, and brokerage customers. The firm offers comprehensive wealth management and investment consulting, utilizing a strategy focused on strategic asset allocation and Modern Portfolio Theory across various asset classes.

Luca Pasquini is a financial advisor at Checchi Capital Advisers, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at LPL Financial and engaged in other roles including at Rita's Italian Ice. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals as well as institutional and pooled clients. The firm employs a quantitatively driven investment process using proprietary models and offers diversified equity and fixed-income portfolios, often implemented with ETFs and tax-optimization strategies.

Ronald Spence is a financial advisor at Atlantic Investments, a Registered Investment Advisor based in Los Angeles, CA. He holds two years of industry experience and previously worked at Kaiser Permanente since 1983. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers, offering services such as retirement planning, cash-flow and tax reviews, and estate planning modules. The firm focuses on documenting client goals and risk tolerances and performs periodic account reviews without managing assets directly or accepting discretionary trading authority.

Glen Michel is a financial advisor with Advanced Portfolio Strategies, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at APS Management Group, Inc. since 2016 and Mass Mutual Life Insurance Company since 2010. He is also involved in the general sales of life, health, disability, and long-term care insurance and annuities. Advanced Portfolio Strategies provides advisory services to individuals, pension and profit-sharing plans, and business entities, employing a diversified, multi-strategy investment approach that includes portfolio management, financial planning, and pension consulting. The firm offers a range of investment instruments and insurance products, operates with written discretionary authority on most accounts, and conducts educational seminars and workshops for clients and the public.

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 currently with Blue Zone Wealth Advisors, LLC, where he has worked since 2025. He has one year of industry experience and previously held positions at Titan Global Capital Management, YipitData, Kensho Technologies, and Roubini Global Economics. His background includes a mix of roles in financial and data analysis, punctuated by two sabbaticals. Blue Zone Wealth Advisors, LLC is a team-based registered investment adviser serving individual and high-net-worth clients, retirement plans, trusts, and business entities. The firm employs a comprehensive investment approach that blends fundamental, quantitative, technical, and sector analysis, and offers access to private pooled investment vehicles for qualified clients.