Steven Nudelman is a financial advisor at BMB Advisers LLC in Los Angeles, holding a Series 65 designation with 18 years of industry experience. He has been with BMB Advisers and its affiliated firm Freedman Broder & Company since 2008. BMB Advisers provides discretionary and non-discretionary investment management and an independent-adviser referral program primarily serving high-net-worth individuals, trusts, estates, and retirement plan accounts, with a client base concentrated in the entertainment industry. The firm focuses on long-term portfolio management using primarily mutual funds, ETFs, and individual bonds, and refers clients seeking active or specialized strategies to independent third-party advisers.

Ellen Himmel is a Series 65-licensed advisor at Regatta Capital Group, LLC with nine years of industry experience. She has worked at Regatta Capital Group since 2016 and has operated her own tax preparation sole proprietorship since 2007. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental-analysis approach, utilizing diversified portfolios of low-cost mutual funds and ETFs supplemented by individual stocks and bonds, and also manages private pooled investment vehicles.

James Turo is a financial advisor with GT Investment Management, LLC and holds Series 65 and Series 63 licenses. He has 27 years of industry experience, including roles as Managing Director of GT Securities, Inc., and CEO of Growthink, Inc., a strategic business planning advisory firm. He also serves as a growth advisor with Guiding Metrics, a provider of business analytics and dashboard solutions. GT Investment Management primarily serves high-net-worth individual clients, offering investment management and financial planning services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to construct tailored portfolios managed through various account structures, including advisor-managed accounts and third-party managers.

Timothy Day is a financial advisor at Evolve Private Wealth, LLC with four years of industry experience. He holds the Series 66 designation and has worked at IEQ Capital, LLC, RBC Capital Markets, and Charles Schwab. Prior to his career in finance, he was employed in the restaurant industry and at California State Polytechnic University, Pomona. Evolve Private Wealth, LLC serves 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 that includes diversified portfolios of low-cost mutual funds, ETFs, individual equities, bonds, and alternative investments.

Michael Laine is a CFP® with 42 years of industry experience, currently serving at Altruist Advisors LLC. He has previously worked at LPL Financial Corporation for 17 years. In addition to his advisory role, he owns Living Well Enterprises LLC, a sailboat charter business. Altruist Advisors serves individual investors, trusts, estates, and other entities with discretionary portfolio management and financial planning services. The firm combines fundamental, technical, and quantitative analysis with modern portfolio theory, implementing both proprietary and third-party model portfolios through its integrated technology platform.

Martin Irani is a financial advisor at Cheviot Value Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hancock Management Partners for 25 years. Outside of advisory work, he is the owner of Touchdown Capital, LLC, a real estate investment business. Cheviot Value Management provides discretionary investment management and advisory services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm follows a value-oriented investment approach with fundamental analysis and diversification, offering additional services such as financial planning, budget coaching, and access to an insurer-consultation platform.

Francois Schramek is a CFA® charterholder with 10 years of industry experience, currently serving at Manhattan West Asset Management, LLC. His prior roles include positions at JPMorgan Private Bank, DropTerra Limited, and Pathstone Federal Street. He holds Series 65 and Series 63 licenses. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, and endowments, offering discretionary portfolio management, financial planning, and a Digital Asset Advisory Program. The firm employs a fiduciary, client-tailored approach combining fundamental, quantitative, and technical analysis, managing over $1 billion in discretionary assets across traditional and alternative investment strategies.

Michael Jeppson is a financial advisor at Jeppson Wealth Management, LLC with one year of industry experience. He holds Series 65 and Series 66 licenses and founded Health Inspecta LLC, a health app that evaluates food and cosmetics for unhealthy ingredients. Jeppson Wealth Management is an SEC-registered firm serving individuals, pension plans, trusts, and various organizations. The firm provides wealth management, financial planning, and portfolio management services, typically managing client portfolios on a discretionary basis using fundamental and technical analysis and incorporating independent managers’ strategies.

Rem Oculee is a financial advisor at Confidence Wealth Management, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has served as CEO of multiple companies, including 3rd Delta, Inc., a marketing operations firm, Exit Mindset, LLC, which focuses on authorship of business growth strategies, and 9Q Ventures, LLC, a venture capital company. He also oversees insurance agencies affiliated with his firm. Confidence Wealth Management, Inc. manages approximately $454 million for individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities through a team of nine advisors. The firm employs proprietary model portfolios combined with third-party managers to implement diverse investment strategies, emphasizing risk management and diversification.

Tracy Shemano is a financial advisor at Quantum Financial Advisors, LLC in Santa Monica, CA, with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Abacus Wealth Partners for four years and operated Shemano Home for ten years. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses an asset-class, rules-based investment process with a focus on mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable strategies that incorporate factor tilts and institutional-class investment options.

Roque Wicker is the sole advisor at Westside Financial Advisors LLC in Los Angeles, California, with two years of industry experience. He is also the President and CEO of CT Watch Inc., a defense contractor he has led since 2008. Westside Financial Advisors LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, including high net worth clients, as well as corporations and businesses. The firm employs a primarily passive, asset-class-based investment approach supplemented by fundamental and technical analysis, and may use sub-advisory services to implement client portfolios.

Jason Vanclef is a financial advisor at Chicago Capital Management Advisors, LLC with over 20 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including American Trust Investment Services, Inc. and Delta Investment Management, LLC. Outside of advising, he is the author of the book *My Wealth Code* and serves as President of Vanclef Financial Group, which publishes his work. Chicago Capital Management Advisors provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a bottoms-up fundamental screening process and offers a variety of model portfolios and custom solutions tailored to client risk profiles.

Gregory Kushner is a financial advisor at IDB Lido Wealth, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at multiple related firms, including Lido Advisors and Oakhurst Advisors. Outside of his advisory roles, he is the founder and president of Lido Consulting Group, LLC, which provides consulting and educational services to family offices. IDB Lido Wealth, LLC serves high-net-worth individuals, family offices, pensions, and other institutional clients with an integrated wealth management approach that includes multi-asset allocations and utilizes affiliated sub-advisers. The firm is jointly owned by Lido Advisors and Israel Discount Bank of New York and offers discretionary investment management as well as financial planning and fiduciary services.

Rebecca Shaw is a financial advisor at Serenus Wealth Advisors, LLC in Santa Monica, CA, holding Series 63 and Series 66 licenses with six years of industry experience. Her prior roles include positions at Certuity, LLC, Sanford C. Bernstein & Co., General Dynamics Mission Systems, and JP Morgan Chase & Co. Serenus Wealth Advisors is an SEC-registered firm serving individual and high-net-worth clients with comprehensive portfolio management and financial planning. The firm employs a diverse investment approach that incorporates fundamental and technical analysis, quantitative models, and third-party manager due diligence, focusing on asset allocation and risk alignment.

Christy Charles is a CFP® with 2 years of industry experience, currently serving as a financial advisor at Validus Capital LLC. Prior to joining Validus Capital in 2022, she worked at Camden Capital, LLC from 2014 to 2022. Validus Capital provides wealth management, investment management, financial planning, legacy planning, and family office services primarily to high net worth and ultra-high net worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm constructs customized portfolios using a mix of fundamental and quantitative analysis with a primarily long-term orientation, and it also acts as investment supervisor to exempt private funds and pooled vehicles.

Scott Womack is a financial advisor at Womack Wealth Management, Inc. in Manhattan Beach, CA, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been involved with Womack Wealth Management and Womack Business Management, Inc., where he provides business management and non-investment related family office services. Womack Wealth Management serves individuals, high-net-worth families, retirement plans, trusts, foundations, and business entities by offering investment management, financial planning, wealth-planning, and institutional consulting. The firm employs a strategy based on Modern Portfolio Theory and Efficient Markets Hypothesis, utilizing a range of asset classes and techniques, and is noted for its integrated family-office style services and operational affiliations that provide tax and accounting expertise.

Kelly Sueoka is a financial advisor with RVW Wealth LLC in Los Angeles, CA. He holds Series 65 and Series 66 licenses and has eight years of industry experience. His work history includes roles at RVW Investing, LLC and as a self-employed advisor. RVW Wealth LLC provides discretionary investment management, financial planning, and related advisory services to a diverse client base, including individuals, trusts, estates, and business entities. The firm employs a fundamental research approach and typically allocates portfolios between ETFs, mutual funds, and fixed-income securities, offering continuous supervision and additional services such as educational seminars and a subscription newsletter.

Lianna Kzirian is a financial advisor at Pacific Global Investment Management Company, holding a Series 65 credential with 10 years of industry experience. She has worked at Pacific Global since 2016, following brief roles at California Financial Partners and LPL Financial from 2015 to 2016. Pacific Global Investment Management Company serves individual investors—including both high-net-worth and non-HNW clients—pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm employs a value-oriented and core equity investment approach supported by fundamental research and proprietary screening.

Diane Vanaman is a financial advisor at Prism Advisors, Inc. with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Personal Resources Investment & Strategic Management, Inc. since 2017 and Wells Fargo Advisors from 2003 to 2017. Outside of her advisory role, she serves as a notary public in California. Prism Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting through a wrap fee program that incorporates a range of investment strategies and multi-asset allocation.

Craig Thomas is a Series 66-licensed financial advisor at IFC Advisors LLC with three years of industry experience. Before joining IFC Advisors in 2024, he was with Wells Fargo Clearing for one year and spent a decade as a self-employed securities trader. 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 employs a tax- and cost-focused asset allocation approach combining active and passive strategies across multiple asset classes, integrating third-party independent managers and alternative investments for qualified clients within a comprehensive wealth management program.