Mikyla Martinez is a financial advisor at Atlantic Investments, a Registered Investment Advisor, Inc., based in Los Angeles, CA. She holds two years of industry experience, including her current role at Atlantic Investments and a concurrent long-term position at Kaiser Permanente. Atlantic Investments serves individual and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm emphasizes comprehensive planning, including retirement, cash-flow, tax, and estate modules, while using varied analytical approaches and allowing clients to set investment restrictions.

Alexandra Long is a financial advisor with Quantum Financial Advisors, LLC in Santa Monica, CA, holding a Series 65 credential and six years of industry experience. She has worked at Quantum Financial Advisors since 2022 and previously at Abacus Wealth Partners from 2017 to 2022. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and other business entities by providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process with strategies that include Total Market and Sustainable approaches, utilizing institutional-class funds, active transparent ETFs, and separately managed accounts.

Simone Liu is a financial advisor at AIRE Advisors, LLC with 21 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Morgan Stanley. Outside of her advisory role, she serves as CEO of The Golden Resource LLC, an import/export business. 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 managers.

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.

Edward Levi is a financial advisor at Lazari Capital Management, Inc. with 46 years of industry experience. He holds a Series 63 designation and has worked at Lazari Capital Management since 2018. His prior experience includes roles at Oak Shore Partners, LLC and Beverly Hills Wealth Management. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting services to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and a private fund. The firm uses a comprehensive investment approach that incorporates fundamental, technical, cyclical, and quantitative analysis across a broad range of instruments.

Marshall Quan is a financial advisor at Sierra Investment Management, LLC with 25 years of industry experience. He holds a Series 65 designation and has worked at Sierra Investment Management since 1999 and Ocean Park Asset Management since 2007. Sierra Investment Management is a team-based SEC-registered advisor that manages discretionary portfolios and offers limited financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and certain institutional accounts. The firm employs a rules-based, tactical investment approach focused on trend-following and disciplined risk management, utilizing a range of mutual funds and ETFs across multiple program series, with daily program reviews and team-based decision making.

Cristian Mundy is a CFP® with 15 years of experience in the financial industry. He is currently with Life Line Wealth Management LLC and has prior experience at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he coaches youth basketball at the Hollywood Recreation Center. Life Line Wealth Management is a small team managing approximately $557.6 million in assets, primarily serving individual clients, trusts, and privately held small businesses. The firm focuses on passive, asset-allocation strategies using ETFs, while also integrating other asset classes as appropriate, and provides discretionary investment management along with financial planning services.

Hsinyeh Hsieh is a financial advisor at Globalink Wealth Management, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Globalink Securities, Reign Universal Financial & Insurance Agency, and Transpacific Financial. Outside of her advisory role, she serves as CEO of Reign Universal Financial & Insurance Agency and is a fixed insurance agent at Transpacific Financial. Globalink Wealth Management provides hourly and fixed-fee financial planning along with discretionary and non-discretionary portfolio management for a diverse client base, including individuals, trusts, estates, charitable organizations, and businesses. The firm utilizes multiple investment analyses and strategies and offers both in-house and third-party management options.

Chris Varjabedian is a financial advisor at Lake Avenue Financial LLC with one year of industry experience. He is also the President and CEO of VAR Accounting Group, an accounting firm based in Woodland Hills, CA, where he has held a leadership role since 2018. Prior to joining Lake Avenue Financial, Varjabedian worked at Pomerantz, Kavinoky & Co. and Hcvt. Lake Avenue Financial provides financial planning, discretionary portfolio management, and referrals to third-party advisers for individuals, trusts, estates, charitable organizations, and brokerage customers. The firm offers a subscription education and coaching product called Lake Avenue Academy and works with broker-dealer and financial institution clients, utilizing a multi-method research approach and a range of investment strategies, including traditional discretionary management and a web-based automated rebalancing program.

James Dang is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA. He holds a Series 65 designation and has prior work experience in real estate and furniture retail, including roles at Sophis Real Estate, Inc., COMPASS, Keller Williams, and New Line Furniture, LLC. Logic Wealth Management is a team-based registered investment adviser managing approximately $164.7 million for about 215 clients, including individuals, trusts, and retirement plans. The firm provides discretionary portfolio management, participant account management for held-away retirement and HSA accounts, and financial planning, using a combination of fundamental, technical, and cyclical analysis to tailor portfolios to individual investment policy statements.

Clint Urso is a financial advisor with Atlantic Investments, a Registered Investment Advisor, Inc., based in Los Angeles, CA. He holds a Series 65 designation and has 16 years of industry experience. Urso has worked with Atlantic Investments since 2010 and Atlantic Financial Services, Inc. since 2009. He is also an owner and insurance agent at Atlantic Financial Insurance Services, where he spends approximately half of his time. 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 documenting client goals and risk tolerances, delivering financial plans, and performing periodic account reviews without managing client assets or accepting discretionary trading authority.

Jeffrey Eisfelder is a CFP® with 23 years of industry experience and is currently with SFE Investment Counsel Inc., where he has worked since 2025. His previous roles include positions at First Foundation Advisors, RBC Securities, Emerald Asset Advisors, Emerald Allocation Strategies, and Lido Advisors. Outside of his advisory work, he owns a youth travel baseball organization, GBG Southeast, which he oversees in the Southeast region. SFE Investment Counsel provides investment advisory services to individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm focuses on asset allocation and long-term, opportunistic total-return strategies, managing concentrated portfolios based on fundamental, technical, and cyclical analysis combined with fixed-income laddering.

Boris Geyzer is a CFA® charterholder with 22 years of industry experience, currently serving at JSF Financial, LLC and Mid Atlantic Capital Corporation. He has been with JSF Financial since 2000 and with Mid Atlantic Capital Corporation since 2010. Outside of his financial advisory work, he is involved as a homecare provider for a disabled relative. JSF Financial provides discretionary investment management, financial planning, wealth management, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $1.97 billion across about 791 client relationships, using a combination of bespoke portfolio management, model asset-allocation strategies, and third-party managers.

Laura Lemoine is a CFP® professional with five years of industry experience. She is currently with Serenus Wealth Advisors, LLC, where she has worked since 2024. Prior to that, she held positions at Camden Capital and The People Concern. Serenus Wealth Advisors serves individual, high-net-worth clients, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm employs a diverse investment process incorporating multiple analysis methods and strategies, managing approximately $1.47 billion in assets across about 141 clients.

Samuel Croucher is a CFP® with seven years of experience in financial advising. He is currently with California Financial Partners, Inc., where he has worked since 2021, and also has experience with LPL Financial. California Financial Partners, Inc. provides financial planning and consulting services to individuals, business entities, and pension plans. The firm follows a structured planning process and uses fundamental analysis and public research sources when evaluating investments, without managing client assets or engaging in discretionary portfolio management.

Eleanor Weinstock is a financial advisor with Evolve Private Wealth, LLC in Los Angeles, holding Series 63 and Series 65 licenses and having 35 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Morgan Stanley, and Sanctuary Advisors. She is also a licensed insurance agent involved with Evolve Wealth Insurance LLC. Evolve Private Wealth, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and financial institutions. The firm manages approximately $2.15 billion in assets with a focus on fundamental analysis and long-term, diversified portfolios that incorporate mutual funds, ETFs, equities, bonds, and alternative investments.

Brian Grimditch is a financial advisor at Highline Wealth Partners with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, as well as earlier positions at Stachur and Emerald Health Services. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are made by an Investment Committee, and it provides clients with regular portfolio reviews, educational workshops, and utilizes third-party technology to manage retirement plan sub-accounts.

David Chong is a financial advisor at Strategy Asset Managers L.L.C. in Pasadena, CA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Citigroup Global Markets and Morgan Stanley. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm employs a combination of fundamental equity selection, dividend-oriented and growth strategies, and quantitative market approaches, managing accounts primarily on a discretionary basis.

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.

Kelly Kruzick is a financial advisor with Valley Wealth Strategies, LLC in Santa Monica, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Valley Wealth Strategies and LPL Financial in 2017, Kruzick worked at National Planning Corporation for 19 years. Outside of advising, Kruzick is involved in health and wellness as a meditation teacher and provides paralegal assistance to a law firm. Valley Wealth Strategies advises individuals, families, trusts, small businesses, charitable organizations, and retirement plans with customized investment management and financial planning services. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis and manages approximately $1.2 billion in assets, notably maintaining a large share on a non-discretionary basis while overseeing assets managed by independent managers.