Kelly Kruzick is a financial advisor with Valley Wealth Strategies, LLC in Santa Monica, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Valley Wealth Strategies and LPL Financial in 2017, Kruzick worked at National Planning Corporation for 19 years. Outside of advising, Kruzick is involved in health and wellness as a meditation teacher and provides paralegal assistance to a law firm. Valley Wealth Strategies advises individuals, families, trusts, small businesses, charitable organizations, and retirement plans with customized investment management and financial planning services. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis and manages approximately $1.2 billion in assets, notably maintaining a large share on a non-discretionary basis while overseeing assets managed by independent managers.

Jon Kmett is a financial advisor with SFE Investment Counsel Inc. in Los Angeles, CA. He holds the Series 63 designation and has 37 years of industry experience, including 19 years with SFE Investment Counsel. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients by providing individualized investment supervisory services. The firm emphasizes asset allocation and a total-return approach, managing portfolios with concentrated equity positions and a combination of fundamental, technical, and cyclical analysis alongside fixed-income laddering.

Mena Hanna is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has been with AWM Capital, LLC since 2020 and also maintains roles at PHC Inc and Bridge Advisory LLC. 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 uses a multi-team approach to provide financial planning, retirement advice, business consulting, and asset management, with an emphasis on liability-driven investing and diversified asset allocation.

Russtin Siadatian is a financial advisor at Signature Resources Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked in consulting and insurance sales, including roles at RTB Financial Group and as a Certified Divorce Financial Analyst. Siadatian also provides business consulting outside of his advisory duties. Signature Resources Capital Management offers investment management, financial planning, and retirement plan consulting for individual and high-net-worth clients as well as plan sponsors. The firm employs a Global Target Risk approach emphasizing broad diversification and factor tilts, managing portfolios primarily through mutual funds and ETFs while tailoring strategies to client objectives.

Lisa Westermark is a financial advisor at Beverly Hills Private Wealth, LLC with eight years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior experience includes roles at Bank of America and Merrill Lynch. Beverly Hills Private Wealth, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities, managing discretionary portfolios through a combination of asset-allocation frameworks and multiple analytic approaches.

Jeremy Dicker is a financial advisor at One Wealth Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including MassMutual Life and Guardian Life Insurance Company. Outside of his advisory roles, he operates Jeremy Dicker Consulting, providing business consulting services focused on payables, receivables, inventory control, organization, and succession planning. One Wealth Capital Management serves individuals, high-net-worth clients, foundations, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers investment management, financial planning, retirement-plan advisory, and consulting services, employing a top-down approach with tactical asset allocation and sector rotation using a mix of mutual funds, ETFs, alternatives, individual equities, and fixed income.

Larry Gurewitz is a financial advisor with The William Allan Corporation, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with The William Allan Corporation since 2014 and operates a separate tax preparation and accounting service under his own business. The William Allan Corporation provides investment advisory and planning services to individuals, high net worth clients, non-profits, trusts, and corporate accounts. The firm offers discretionary asset management and financial planning with an emphasis on individualized account supervision and fundamental analysis.

Michael Setlich is a financial advisor at Westside Financial Advisors LLC in Los Angeles, CA, with one year of industry experience. He has been involved with Aimco and Setlich Capital since 2014. Outside of advisory work, he is involved in principal and capital sourcing for real estate. Westside Financial Advisors LLC offers discretionary portfolio management and financial planning services to individuals, high net worth clients, corporations, and businesses. The firm employs a primarily passive, asset-class-based investment approach supplemented by fundamental and technical analysis and may utilize third-party sub-advisors.

Paul Heising is a CFP® certificant with 24 years of industry experience, currently serving as an advisor with CLG LLC and Purshe Kaplan Sterling Investments. His prior roles include over a decade at Cetera Advisor Networks LLC. He is also president of Pegasus Wealth Management Inc., a non-investment-related business. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and insurance solutions. The firm employs a mix of analytical approaches and offers both discretionary and non-discretionary management, utilizing derivatives, third-party sub-advisors, and digital assets in its strategies.

Daniel Mavraides is a financial advisor at Rebalance LLC in Los Angeles, CA, holding a Series 65 designation with six years of industry experience. He has worked at several firms, including Evoke Advisors and INbalance Advisors, before joining Rebalance in 2024. Rebalance LLC provides investment management, financial planning, and decision-support services through its Rebalance360 program to individuals, retirement plans, pooled vehicles, and charitable organizations. The firm manages approximately $1.56 billion in discretionary assets across several hundred accounts, employing a strategic asset allocation framework with a focus on ETFs and long-term rebalancing.

Adam Schwartz is a financial advisor at Evolve Private Wealth, LLC in Los Angeles, CA. He holds a Series 65 designation and has been with SLK Private Wealth Management and Evolve Private Wealth since 2023. Prior to his advisory career, he studied at the University of Wisconsin - Madison from 2021 to 2025. Evolve Private Wealth provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm employs a fundamentally driven, long-term investment approach using diversified portfolios of low-cost mutual funds, ETFs, individual securities, and alternative investments, with an emphasis on ongoing portfolio monitoring and client communication.

Anderson Lafontant is a CFP® professional with 10 years of industry experience. He has worked at Blue Zone Wealth Advisors, LLC since 2024 and previously spent 10 years at Miracle Mile Advisors, LLC. Blue Zone Wealth Advisors is an SEC-registered advisory team managing approximately $565 million across 170 client relationships. The firm serves individuals, high-net-worth clients, trusts, employer retirement plans, and business entities, providing portfolio and asset management, financial planning, and retirement plan consulting with a focus on tailored asset allocation and diverse analytic methods.

Adam Blumenstein is a financial advisor at Mapleton Capital Management, LLC with 25 years of industry experience. He holds a Series 65 designation and has worked at Mapleton since 1999. His prior experience includes roles at Ocean Park Capital Management, LLC and self-employment dating back to 1985. Mapleton Capital Management serves as the general partner and investment adviser to three privately offered pooled funds and provides subadvisory portfolio management for high-net-worth individuals, family offices, and trusts. The firm’s investment approach focuses on fundamental research to identify early inflection points in company value and employs an aggressive, relatively short-term trading style that can include short selling, options, and leverage.

Daniel Bennett is a financial advisor with Advanced Portfolio Strategies in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at MML Investors Services Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he serves as Treasurer for the Santa Monica Palisades Lodge #307, a nonprofit fraternal organization. Advanced Portfolio Strategies is a small team managing discretionary and non-discretionary portfolios, financial planning, and pension consulting for individuals, pension plans, and business entities. The firm uses a client-specific investment approach that incorporates fundamental, quantitative, and technical analysis alongside modern portfolio theory, offering ongoing portfolio management with quarterly reviews and access to third-party managers or private funds.

Armen Kesian is a financial advisor at Evolve Private Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Sanctuary Securities, Inc., NYLIFE Securities LLC, and J.P. Morgan Securities. Outside of his advisory roles, Armen has been involved with Siraki, Inc. and In Home Supportive Services (IHSS). 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 fundamental, long-term investment approach utilizing diversified portfolios and advanced tools such as third-party AI decision-support.

Kenneth Naehu is a financial advisor with Banyan Tree Asset Management, LLC in Torrance, CA. He holds Series 65 and Series 63 licenses and has 35 years of industry experience. He has been with Banyan Tree since 2013, serving as a managing director with overall management and supervisory responsibilities. Banyan Tree Asset Management provides discretionary fixed income investment management to ultra-high-net-worth individuals and institutional clients. The firm employs active, fixed-income-focused strategies and manages over $1 billion in assets with a compact advisory team.

Allen Mellow is a financial advisor with KTF Investments, LLC, holding a Series 63 designation and 58 years of industry experience. He previously worked at UBS Financial Services for 41 years before joining KTF Investments in 2025. Outside of his advisory role, he serves as an executor of an estate. KTF Investments advises individuals, including high-net-worth clients, and retirement plans, providing financial planning and portfolio management through a wrap fee program. The firm customizes investment strategies based on client objectives and risk tolerance and manages approximately $700 million with a small advisory team.

Bruce Heymont is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Horizon Wealth Management, where he has worked since 2022. His prior experience includes roles at Heymont & Company, Inc. and LPL Financial. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fiduciary-oriented investment management and financial planning, utilizing diversified portfolios with mutual funds, ETFs, and individual securities supported by fundamental and technical analysis.

Charles Bohlen is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, holding a Series 65 designation. He joined SFE Investment Counsel in 2026 and has prior experience at New Sun Partners LLC, Renewable Resources Group LLC, CreateSafe, Inc., and Metamason, Inc. SFE Investment Counsel serves a diverse client base including individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm emphasizes asset allocation and a total-return approach, managing concentrated portfolios through fundamental, technical, and cyclical analysis combined with fixed-income laddering.

Alexander Collins is a CFP® and holds a Series 65 license with two years of experience in financial advising. He currently works at HCR Wealth Advisors in Los Angeles and previously held positions at Amgen and Starlight Marine Services. Collins also attended California Maritime Academy. HCR Wealth Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm uses a combination of fundamental and technical analysis with both long- and short-term strategies, managing nearly $2 billion in assets across ten advisors.