Ryan Meacham is a financial advisor at Highline Wealth Partners with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Vivaldi Capital Management and Cornerstone Wealth Management. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and various business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are made through a centralized committee and it provides regular portfolio reviews, participant education, and utilizes third-party technology for retirement plan management.

Mark Cohen is a financial advisor at Westside Investment Management, LLC in Santa Monica, CA, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Westside Investment Management since 2010 and also maintains an affiliation with LPL Financial. Outside of his advisory work, Cohen owns two non-investment-related businesses, Milldog Inc. and Alipony Racing. Westside Investment Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charities, and plan sponsors. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, options strategies, derivatives, and private fund investments, and it participates in select third-party programs such as SEI’s Managed Accounts Program.

Marc Ackerman is a financial advisor at IFC Advisors LLC with 27 years of experience in the industry. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Wells Fargo Investments. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans. The firm combines active and passive strategies in tax- and cost-focused asset allocations and integrates third-party independent managers and alternative investments for qualified clients as part of a broader wealth management program.

Kennedy Reardon is a financial advisor at IFC Advisors LLC with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing, Bank of America N.A., and Merrill prior to joining IFC Advisors. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans. The firm combines active and passive strategies with a tax- and cost-focused approach, integrating third-party independent managers and alternative investments for qualified clients.

Jon Bowles is a financial advisor with Secure Investment Management, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Secure Investment Management since 2023 and operates his own financial services business, Jon L. Bowles Finances, since 2010. Outside of advising, he is the U.S. Operations Lead and a partial owner of the Sports Financial Literacy Academy, which produces sports-themed financial education materials for athletes. Secure Investment Management serves a diverse client base including individuals, trusts, and business entities, offering financial planning and portfolio management with a quantitative, factor-based investment approach grounded in Modern Portfolio Theory. The firm utilizes low-cost funds and tailored strategies through Orion Portfolio Solutions and operates as a network of independent adviser representatives customizing portfolios to client goals.

Stephen Michalski is a Series 65-licensed advisor with BMB Advisers LLC in Los Angeles, CA, and has 26 years of industry experience. He has worked at BMB Advisers since 1999 and is also a shareholder and officer at Freedman Broder & Company Accountancy Corp., where he has been involved since 1985. All principals of BMB Advisers are also principals of this accounting practice. BMB Advisers primarily serves high-net-worth individuals in the entertainment industry, along with their related trusts, estates, and retirement accounts. The firm offers direct portfolio management and a referral-based Independent Advisor Program, with a long-term investment approach that favors passive equity exposure and diversified managed fund models.

Patrick Mcdonald is a CFP® and Series 66 licensed advisor with 10 years of industry experience. He has worked at Manhattan West Asset Management, LLC since 2023 and previously held roles at MAI Capital Management and The AYCO Company, L.P./Mercer Allied. Manhattan West Asset Management provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to construct diversified asset allocations across public and private markets, offering both separately managed accounts and pooled investment vehicles.

Steven Campeas is a financial advisor with HCR Wealth Advisors in Los Angeles, CA. He holds a Series 65 designation and has four years of industry experience. In addition to his advisory role, he is the sole owner of SJC Business Management, Inc., which provides tax and business management services independently from HCR Wealth Advisors. HCR Wealth Advisors offers discretionary portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a range of investment strategies using fundamental and technical analysis and manages nearly $2 billion in assets across its team of ten advisors.

Steven Rezzelle is a financial advisor at Manchester Financial Inc with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments, Securities America, Inc., and Hefren Tillotson, Inc. In addition to his advisory role, he is an independent licensed insurance agent specializing in life, health, and accident insurance. Manchester Financial provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, corporations, and trusts. The firm uses individualized asset-allocation strategies, typically managing accounts on a discretionary basis with a combination of long-term diversification and occasional short-term trading.

Nicholas Andrian is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Evolve Private Wealth, LLC and has previously worked at MAI Capital Management, Evoke Wealth, and First Republic Private Wealth Management. His background also includes roles in educational and nonprofit organizations such as Dickinson College and Common Cause Pennsylvania. 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 fundamentally driven, long-term investment approach that incorporates diversified portfolios, alternative investments, and third-party AI decision-support tools.

Scott Gaynor is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Navalign, LLC, where he has worked since 2023. His prior experience includes roles at KCS Wealth Advisory and Signature Estate & Investment Advisors LLC. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for about 677 clients, employing a mix of investment strategies including margin borrowing and options trading, alongside pension consulting and corporate-level financial services.

Hugh Meyer is a financial advisor with Highline Wealth Partners based in Sherman Oaks, CA. He holds Series 63 and Series 65 designations and has 24 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC from 2009 to 2016 and Wells Fargo Clearing from 2016 to 2019. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering a range of services including investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are centralized through an Investment Committee, and it provides clients with regular portfolio reviews and educational programs.

Andrew Lowenstein is a financial advisor at Cruden Bay Investment Management, LLC with 19 years of industry experience. He has been with Cruden Bay since 2016 and previously worked at LPL Financial from 2012 to 2016. His credentials include Series 63 and Series 65 registrations. Outside of advisory work, he has involvement with DRL Insurance Services, LLC. Cruden Bay Investment Management serves individuals, high-net-worth clients, foundations, corporations, and other business entities, offering discretionary and non-discretionary portfolio management along with financial planning and consulting services. The firm employs a risk-adjusted investment approach combining fundamental and technical analysis with both long- and short-term strategies, and it operates a wrap-fee program that integrates money management and administrative costs.

Daniel Frattali is a financial advisor at HS Wealth Partners with nine years of industry experience. He holds a Series 65 designation and has prior experience at Cambridge Investment Research Advisors. In addition to his advisory role, Frattali is president of Frattali & Co, Inc., a CPA and tax preparation firm. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates. The firm provides discretionary investment management and comprehensive financial planning with a primarily long-term, fundamental investment approach.

Selwyn Gerber is a financial advisor at RVW Wealth LLC with 22 years of industry experience. He holds a Series 65 designation and has been involved with RVW Investing LLC since 2006. In addition to his advisory role, Gerber serves as president of Gerber & Co., Inc., a certified public accounting and tax preparation firm he has managed since 1985. RVW Wealth provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a fundamental research approach focused on ETFs, mutual funds, and bonds, with active supervision and regular client reviews, and maintains a formal affiliation with an accounting and tax firm.

Peter Mainstain is a financial advisor with AMI Asset Management Corp, holding the PFS™ designation and a Series 65 license, and has 24 years of industry experience. He serves as Managing Director of Ground Control Business Management, a business management and tax consulting firm, where he dedicates most of his time. He is also a partner in two partnerships that invest in real estate. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, employing a fundamental, bottom-up research process across multiple equity and fixed-income strategies. The firm manages nearly $2 billion in assets and acts as a private fund adviser and manager of pooled vehicles.

Sean Sottile is a financial advisor at Alliance Advisory & Securities, LLC with one year of industry experience. He holds a Series 65 credential and previously worked for Santa Clarita Foursquare Church under the name Crosspoint for eleven years. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individual clients, including high-net-worth individuals, as well as trusts, pension plans, and charitable organizations. The firm utilizes diversified model allocations and modern portfolio theory, offering discretionary and non-discretionary portfolio management alongside financial planning and held-away account services.

David Horvitz is a CFP® professional with 19 years of industry experience. He has been associated with Cheviot Value Management, LLC since 2006, serving in various capacities over the years. Outside of his advisory role, he is Vice President of the Board of Directors and Chair of both the Small Business Loan Committee and the Investment Committee at the Jewish Free Loan Association. Cheviot Value Management, LLC is a privately owned registered investment adviser managing over $1 billion in client assets. The firm provides discretionary portfolio management and related services to individuals, trusts, estates, retirement plans, charitable organizations, and certain institutional clients, employing a value-oriented investment approach based on fundamental analysis and diversified risk management.

Robert Katch is a financial advisor at Manchester Financial Inc with 35 years of industry experience. He has been with Manchester Financial since 1990. Manchester Financial provides portfolio management, comprehensive financial planning, and limited consulting to individuals—including high-net-worth clients—as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm uses individualized client profiles and various asset-allocation models, employing discretionary authority for day-to-day management across multiple asset classes while continuously monitoring accounts.

Jake Sarnoff is a financial advisor at Providence Financial and Insurance Services, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Providence, he worked at Equity Services Inc and True Path Financial. Outside of his advisory role, he is also an insurance agent with JS Financial and Insurance Services LLC. Providence Financial and Insurance Services, Inc. advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm provides discretionary investment management, comprehensive financial and estate planning, and insurance consulting, with an investment approach focused on buy-and-hold strategies using income-producing securities and tailored account supervision.