Jonathan Gerber is a Series 65-licensed financial advisor with 21 years of industry experience. He is currently with RVW Wealth LLC, where he has worked since 2006, and also operates Gerber & Co. Gerber serves on the boards of two nonprofit organizations: the Zeitz Foundation and BNEI AKIVA of Los Angeles. RVW Wealth LLC provides discretionary investment management to a diverse client base, including 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 portfolio supervision conducted by a team of investment professionals.

Sy Lippman is a financial advisor at L & S Advisors, Inc. with 27 years of industry experience. He has been with L & S Advisors since 2006 and previously worked at Lippman, Scott & Associates from 1979 to 2017. Outside of advising, he is a general partner and passive investor in Anthem Leasing Associates. L & S Advisors serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan consulting through tactical and unconstrained strategies that combine fundamental, cyclical, and technical analysis.

Mcginnis Mccoy is a financial advisor with Prism Advisors, Inc. in Studio City, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work includes 14 years at Wells Fargo Advisors Financial Network, LLC and nine years at Personal Resources Investment and Strategic Management, Inc. Outside of advising, he serves as president of the 8-Ball Flying Club and is a board member of The Luv U Project, a charitable organization focused on mental health. Prism Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, financial planning, retirement plan consulting, and legacy asset management. The firm combines fundamental and sector analysis with strategic asset allocation across traditional and alternative investments and is notable for sponsoring its own wrap fee program and permitting margin use in managed accounts.

Donald Bessler is a financial advisor at Windward Capital Management Company in Los Angeles, CA, with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Bessler previously worked at S.L. Reed & Company for 22 years and has been with Windward Capital since 2004. Windward Capital Management Company provides discretionary portfolio management to individual and high-net-worth clients, as well as pension consulting and education services to employee benefit plans. The firm also offers sub-advisory services and model portfolios to other registered investment advisers, using a range of fundamental, charting, and cyclical analysis methods across multiple strategies.

Edward Kahn is a financial advisor at Evolve Private Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sanctuary Advisors, LLC, Sanctuary Securities, Inc., and Wells Fargo Clearing. Kahn is also a licensed insurance agent involved with Evolve Wealth Insurance LLC and serves as managing member of SLKahn, LLC, a holding company with ownership interest in Evolve Private Wealth. Evolve Private Wealth 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 with a team of 17 advisors and employs a fundamental, long-term investment approach utilizing diversified portfolios including mutual funds, ETFs, equities, bonds, alternative investments, and derivatives, supported by third-party AI tools.

Douglas De Groote is a CFP® professional with 29 years of industry experience, currently serving at De Groote Financial Group, LLC since 2013. He also has a long tenure with Girard Securities, Inc., spanning over 20 years. Outside of his advisory work, he is the CFO of Freedom Square, a web-based platform focused on American-made goods and related content, and CEO of Lunch With 4 Interesting People, a phone application facilitating meet-up events among advisors. De Groote Financial Group provides discretionary wealth and investment management, financial planning, and retirement plan consulting to a range of clients including individuals, trusts, estates, charitable organizations, and employer plans. The firm manages over $750 million in discretionary assets and offers portfolio management through proprietary models, third-party managers, and various investment vehicles.

Emily Swan is a CFP® professional with three years of industry experience. She is currently with Alliance Advisory & Securities, LLC and previously worked at David S Reinders, Inc. and Cloud & Fire. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individual clients, trusts, pension plans, and charitable organizations. The firm employs diversified model allocations and modern portfolio theory across various model groups and individual securities, with regular portfolio reviews and rebalancing.

Alex Markowitz is a financial advisor with Alteri Wealth in Westlake Village, CA, holding a Series 66 designation and 14 years of industry experience. He previously worked at Bank of America and Merrill before joining Alteri Wealth, and has also been affiliated with Purshe Kaplan Sterling Investments. Alteri Wealth provides discretionary and non-discretionary investment management and financial planning to affluent individuals, families, and institutional clients, including business owners, athletes, physicians, entrepreneurs, and entertainment industry executives. The firm uses a fundamentally driven, long-term investment approach across a range of asset classes and offers additional services such as retirement plan advisory and estate-planning support.

Andrew Zamfotis is a CFA® charterholder with 11 years of experience in the financial industry. He has been with AMI Asset Management Corp since 2015, working as part of a nine-advisor team based in Los Angeles, CA. AMI Asset Management provides discretionary portfolio management to a diverse client base, including high net worth individuals and institutional investors. The firm employs a fundamental, bottom-up research approach across multiple equity and fixed-income strategies and manages approximately $1.925 billion in discretionary assets as of October 31, 2025.

Bryan Lee is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has worked at Blue Zone Wealth Management, LLC since 2020 and previously spent seven years at Private Management Group. 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, retirement plans, and business entities, offering portfolio management, financial planning, and retirement consulting. It employs diverse analytic methods and manages private pooled vehicles and special-purpose funds, providing specialized planning services such as cost segregation studies and corporate-structure guidance.

Balfoure Brenes is a financial advisor at AIRE Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2012 to 2021. Outside of his advisory role, Brenes is the owner of 4TUN801 LLC, a company involved in purchasing raw land. AIRE Advisors manages approximately $1 billion in assets and serves individual clients, family offices, employer retirement plans, and brokerage customers. The firm’s investment approach focuses on strategic asset allocation and Modern Portfolio Theory, utilizing a diverse range of securities and third-party money managers.

Debora Nunez is a financial advisor at L & S Advisors, Inc. with six years of industry experience. She has been with L & S Advisors since 2016. L & S Advisors serves individuals—including high-net-worth clients—trusts and estates, charitable organizations, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tactical and unconstrained investment approach, incorporating fundamental, cyclical, and technical analysis along with the use of derivatives and alternative investments.

Eric Dizon is a financial advisor at Providence Financial and Insurances, Inc. with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Edward Jones and Insuritas. Providence Financial and Insurance Services is a team investment adviser serving individual clients, including high-net-worth households, with discretionary investment management, comprehensive financial and estate planning, and related consulting. The firm typically employs a buy-and-hold strategy using income-producing securities, ETFs, mutual funds, and bonds, and it offers tailored financial and estate-planning advice along with insurance brokerage services.

Jason Thomas is a CFA® charterholder with 13 years of industry experience, currently serving as the sole advisor at Portfolio Design Labs, LLC since 2021. He previously worked at AssetMark and AssetMark Brokerage from 2014 to 2021. Outside of his advisory role, he founded Capital Markets Research & Strategy LLC, an investment research business focused on capital markets and strategy analysis. Portfolio Design Labs, LLC provides portfolio management and related advisory services primarily to individual and high-net-worth clients through separately managed accounts. The firm is notable for its solo advisor model overseeing approximately $502 million in assets across about 423 clients, with a focus on performance-based fee arrangements and the use of leverage in some accounts.

Eric Gould is a financial advisor at Evolve Private Wealth, LLC with one year of experience at the firm. He holds a Series 63 designation and previously worked at Guggenheim Partners for three years. Outside of advising, he has been involved with Allen Media Group since 2017. 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’s investment approach focuses on fundamental analysis and long-term portfolio construction using diversified, low-cost investments and incorporates options and derivative strategies when appropriate.

Alexander Weinberger is a CFP® with eight years of industry experience, serving as an advisor at Weinberger Asset Management, Inc. since 2014. He is also a partner at Marriage Financial Solutions LLC, a consulting firm that analyzes the financial aspects of divorce and pre- and postnuptial agreements. Weinberger Asset Management provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, charities, and business entities. The firm tailors portfolios to individual goals and risk tolerance using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, and manages approximately $444 million in discretionary assets with a small advisory team.

Adam Checchi is a financial advisor at Checchi Capital Advisers, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Checchi Capital Advisers since 2007 and at CHECCHI Capital Fund Advisers from 2012 to 2021. Outside of his advisory role, he serves as a director for Fergus Reinsurance Limited, a Bermuda-based reinsurance company. Checchi Capital Advisers provides discretionary portfolio management, sub-advisory services, and advisory oversight for pooled insurance funds, serving high-net-worth individuals, foundations, trusts, pension and profit-sharing plans, insurance-dedicated funds, and other investment advisers. The firm uses proprietary statistical and mathematical models and an index-replication methodology to construct globally diversified portfolios emphasizing diversification, tax optimization, and low turnover.

Anita Rosenstein is a financial advisor with AR Asset Management, Inc. in West Hollywood, CA, holding 28 years of industry experience. She has been with AR Asset Management since 1981. AR Asset Management provides discretionary investment management services to individuals, trusts, estates, charitable organizations, corporations, and investment limited partnerships. The firm emphasizes fundamental analysis with a long-term equity focus on domestic and international large-cap stocks, diversified holdings, low turnover, and tax-aware management, while tailoring portfolios to client risk tolerance and objectives.

Anthony Saccaro is a financial advisor with Providence Financial and Insurances, Inc. in Woodland Hills, CA. He holds the ChFC® designation as well as Series 63 and Series 65 licenses and has 15 years of industry experience. His work history includes over a decade at Providence Financial and Insurance Services, Inc. and a recent position at Sound Income Wealth, LLC. Providence Financial and Insurance Services is a team investment adviser serving individual clients, including high-net-worth households, with discretionary investment management, comprehensive financial and estate planning, and related consulting. The firm generally follows a buy-and-hold strategy using income-producing securities, ETFs, mutual funds, and bonds, and it offers tailored financial and estate-planning advice alongside insurance brokerage services.

Barry Craine is a Series 66-licensed advisor at Black Card Circle with 21 years of industry experience. He has worked at Black Card Circle since 2020 and has been involved with various insurance carriers and Waddell & Reed, Inc. since 2015. Outside of his advisory role, he is active as a licensed insurance agent specializing in life insurance, fixed annuities, and fixed index annuities. Black Card Circle is a registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers portfolio management and financial planning through a team of six advisors and follows a non-discretionary, client-directed trade consent model with a focus on diversified allocations aligned with Modern Portfolio Theory.