Geoffrey Sokol is a financial advisor at GT Investment Management, LLC with two years of industry experience. He holds a Series 66 designation and has worked at GT Securities, Inc., Ameriprise Financial Services, and Grow Think Investment Management. Outside of his advisory work, he coaches martial arts to children in Hawthorne and serves as a member of the Hawthorne Civil Service Commission. GT Investment Management provides investment advice and financial planning primarily to high-net-worth individuals, offering tailored portfolio management and financial planning services that incorporate a variety of investment strategies and asset types.

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 financial advisor at L & S Advisors, Inc. with eight years of industry experience. He holds the Series 65 designation and has been with L & S Advisors since 2012 in various roles. L & S Advisors serves individuals, 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 and utilizing strategies such as concentrated equity portfolios, ETF blends, alternatives, and options.

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.

Uziel Gomez is a CFP® professional with three years of industry experience, currently serving at Avise Financial. His work history includes roles at Equalis Financial, US-LATAM Tax Group, International Private Wealth Advisors LLC, and Ballast Point Financial Planning. He also volunteered with California State University's Volunteer Income Tax Assistance program and worked in the Cinema & Television Department at the university. Avise Financial serves a diverse client base, including high net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management alongside comprehensive financial planning, pension consulting, tax preparation, and educational seminars, employing a range of analytical methods and maintaining broad third-party manager relationships.

Samuel Ford is a financial advisor with Advanced Portfolio Strategies in Torrance, CA, holding three years of industry experience. He also owns and operates a solo law practice and has prior experience at multiple law offices dating back to 2013. Advanced Portfolio Strategies serves individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and pension consulting. The firm employs a diversified, multi-strategy investment approach that integrates fundamental, quantitative, and technical analysis, and provides clients access to a broad range of investment vehicles along with insurance and lending products.

Lindsey Diranian is a financial advisor with Regatta Capital Group, LLC in El Segundo, CA, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at Regatta Capital Group since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Regatta Capital Group serves a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations, using a long-term, fundamental-analysis approach to construct diversified portfolios and offering a range of wealth management and financial planning services.

Adam Salas is a CFP®, CFA®, and Series 66 credentialed financial advisor with 14 years of industry experience. He is currently with Quantum Financial Advisors, LLC, where he has worked since 2025. Prior to this, Salas held positions at Wealth Architects, LLC and YellowBrickRoad Financial Advisors, LLC. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process with a focus on mutual funds, ETFs, and separately managed accounts, offering both a Total Market approach and a Sustainable strategy using environmental rankings to guide investments.

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 previous experience at LPL Financial. Prior to his advisory career, he worked at Rita's Italian Ice. Checchi Capital Advisers provides discretionary portfolio management and sub-advisory services to high-net-worth individuals, foundations, trusts, pension and profit-sharing plans, insurance-dedicated funds, and other investment advisers. The firm employs proprietary statistical and mathematical models along with an index-replication methodology to construct globally diversified equity and fixed-income portfolios focused on diversification, tax optimization, and low turnover.

Ronald Spence is a financial advisor at Atlantic Investments A Registered Investment Advisor, Inc with one year of industry experience. He has been with Atlantic Investments since 2024 and has a long career at Kaiser Permanente dating back to 1983. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm focuses on retirement planning, cash-flow and tax reviews, and estate planning, operating without discretionary trading authority and allowing clients to set investment restrictions in written policy statements.

Glen Michel is a financial advisor at Advanced Portfolio Strategies with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at APS Management Group, Inc. since 2016, following five years at MML Investors Services and over 16 years with Mass Mutual Life Insurance Company. In addition to his advisory role, he sells life, health, disability, and long-term care insurance products. Advanced Portfolio Strategies is a small team managing approximately $158.7 million for about 208 clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm’s investment approach integrates fundamental, quantitative, and technical analysis with modern portfolio theory, providing customized strategies and quarterly portfolio reviews.

Justin Yoo is a CFA® charterholder and financial advisor with Blue Zone Wealth Advisors, LLC in Los Angeles, CA. He has experience in the financial industry dating back to 2015, including roles at Titan Global Capital Management, YipitData, Kensho Technologies, and Roubini Global Economics. His career also includes two sabbaticals between 2017 and 2025. Blue Zone Wealth Advisors serves individuals, high-net-worth clients, trusts, employer retirement plans, and business entities, managing approximately $565 million across 170 client relationships. The firm uses a variety of analytic methods to tailor portfolios and offers services ranging from comprehensive asset management to specialized planning for business owners and complex households.

Andrew Kim is a financial advisor at AMI Asset Management Corp in Los Angeles, CA, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining AMI Asset Management, he held various roles in technology and solar energy companies. AMI Asset Management provides discretionary portfolio management to a range of individual and institutional clients, employing a fundamental, bottom-up research approach across multiple equity and fixed-income strategies. The firm manages $1.925 billion in assets with nine advisors and is notable for its role as a private fund adviser and manager of pooled vehicles.

Taylor Heininger is a CFA® charterholder with seven years of industry experience. He has worked at Cloud Capital Management, LLC since 2022 and previously spent nine years at Bessemer Trust. He holds a Series 63 license. Cloud Capital serves individuals, families, and business owners by providing discretionary investment management and financial consulting. The firm employs both quantitative and qualitative analysis in its investment process and uses a range of securities and strategies, including third-party managers and sub-advisors, with regular account reviews.

Mikyla Martinez is a financial advisor at Atlantic Investments A Registered Investment Advisor, Inc. with one year of industry experience. She has worked concurrently at Kaiser Permanente since 2000. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm emphasizes retirement planning, cash-flow and tax reviews, and estate planning, while acting as a liaison to external managers without managing client assets directly.

Alexandra Long is a financial advisor at Quantum Financial Advisors, LLC in Santa Monica, CA, holding a Series 65 credential with five years of industry experience. She previously worked at Abacus Wealth Partners for five years and has additional experience in education and media with C2 Education and Fusion Studios. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and business entities with portfolio management, financial planning, and retirement consulting. The firm employs an asset-class, rules-based investment process emphasizing mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable strategies that incorporate environmental criteria and factor exposures.

Katherine Thorsey is a financial advisor at Serenus Wealth Advisors, LLC with one year of industry experience. She previously worked at Rothschild & Co. for three years. Serenus Wealth Advisors serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing portfolio management, financial planning, and consulting services. The firm employs a diverse investment approach utilizing fundamental, technical, quantitative, and sector analysis, and manages assets both directly and through sub-advisors, overseeing approximately $1.47 billion in assets for about 141 clients.

Simone Liu is a financial advisor at AIRE Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, Liu serves as CEO of The Golden Resource LLC, an import/export business. AIRE Advisors manages approximately $1 billion in client assets, serving individual and high-net-worth 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 broad range of asset classes and third-party managers, with services offered on both discretionary and non-discretionary bases.

Loren Gesas is a financial advisor at RVW Wealth LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with RVW Investing since 2010. RVW Wealth provides discretionary investment management to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental research approach, focusing on ETFs and mutual funds for equities and bonds, and maintains active portfolio supervision through a team-based review process.