Jean Calache is a CFP® with seven years of industry experience, currently serving as a financial advisor at JSF Financial, LLC in Los Angeles, CA. He previously worked at NewEdge Securities Inc and spent one year at the University of California Los Angeles. 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, model portfolios, and quantitative analysis, managing approximately $1.73 billion in client assets.

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 been associated with Signature Resources Capital Management and RTB Financial Group since 2017. In addition to his advisory role, Siadatian works as a Certified Divorce Financial Analyst and provides business consulting services. Signature Resources Capital Management offers investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors. The firm employs a Global Target Risk approach emphasizing global diversification and factor tilts, managing portfolios primarily with mutual funds and ETFs tailored 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 licenses and has worked at firms including MassMutual Life and Guardian Life Insurance Company. Outside of advisory roles, he owns a consulting business focused on business operations such as payables, receivables, and succession planning. One Wealth Capital Management, LLC is an SEC-registered advisory firm managing approximately $307 million for individual and high-net-worth clients, as well as institutions. The firm employs a macro-environmental approach to tactical asset allocation, combining growth and fixed-income strategies across various investment vehicles, and offers both discretionary and non-discretionary management along with coordinated multi-phase planning services.

Daewoo Lee is a financial advisor at Allmerits Asset, LLC with six years of industry experience and holds the Series 65 credential. He has worked with Allmerits Asset since 2020 and has been involved with affiliated insurance and financial services firms since 2012. Allmerits Asset, LLC provides discretionary portfolio management, retirement plan consulting, and financial consulting to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm employs tactical and strategic asset-allocation approaches and uses multiple third-party platforms while managing a substantial base of retirement-plan assets alongside discretionary client assets.

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.

Tiarra Johnson is a financial advisor with Asset Planning, Inc in Los Alamitos, CA, holding a Series 65 designation and four years of industry experience. She previously worked at Zeiders Enterprises, Inc and Serco. Asset Planning, Inc provides personal financial planning and investment management services to individuals, families, and related entities, focusing on customized portfolios that combine passive index funds, actively managed funds, dividend-paying equities, and individual bonds. The firm manages approximately $552 million in discretionary assets and emphasizes a strategic asset allocation approach with ongoing portfolio monitoring.

Amy Marietta is a financial advisor at Avise Financial with one year of industry experience. She holds a Series 65 designation and previously worked at Dorsey Wealth Management and Flutacious, Inc. Outside of finance, she teaches flute lessons. Avise Financial serves individual and institutional clients, including high net worth individuals, trusts, and charitable organizations, offering discretionary investment management alongside financial planning, pension consulting, tax preparation, and business management. The firm uses a range of analytical approaches to construct diversified portfolios and routinely recommends and monitors outside managers.

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 at Advanced Portfolio Strategies with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at APS Management Group, Inc. since 2016, with prior experience at MML Investors Services Inc and MassMutual Life Insurance Company. Outside of his advisory role, he serves as Treasurer for the Santa Monica Palisades Lodge #307, a non-profit fraternal organization. Advanced Portfolio Strategies provides advisory services to individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and pension consulting. The firm uses a diversified, multi-strategy investment approach combining fundamental, quantitative, and technical analysis, and also operates as a licensed insurance agency, providing insurance and annuity products alongside advisory services.

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.

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.

Anne Slevin is an advisor at Checchi Capital Advisers, LLC with a Series 65 designation and two years of industry experience. Prior to joining Checchi Capital Advisers in 2024, she worked at Greenlight Guru from 2021 to 2024 and was a student and intern from 2016 to 2021. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and various institutional and pooled clients. The firm employs a quantitatively driven investment process using proprietary models to construct globally diversified portfolios, often implemented with ETFs and tax-optimization strategies, and is notable for its role as a private fund adviser to insurance-dedicated vehicles and sub-advisory services to other advisers.

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.