Lisa Westermark is a ChFC® and Series 66-registered advisor with nine years of industry experience. She is currently with Beverly Hills Private Wealth, LLC, where she has worked since 2022. Prior to this, she held roles at Bank of America and Merrill. Beverly Hills Private Wealth serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities with services including portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment process incorporating fundamental, technical, quantitative, cyclical, and sector analysis, and manages approximately $912 million in assets.

Jeremy Dicker is a financial advisor at One Wealth Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MassMutual Life and Guardian Life Insurance Company. Outside of advisory roles, he owns a consulting business focused on business operations such as payables, receivables, and succession planning. One Wealth Capital Management, LLC is an SEC-registered advisory firm managing approximately $307 million for individual and high-net-worth clients, as well as institutions. The firm employs a macro-environmental approach to tactical asset allocation, combining growth and fixed-income strategies across various investment vehicles, and offers both discretionary and non-discretionary management along with coordinated multi-phase planning services.

Michael Setlich is a financial advisor at Westside Financial Advisors LLC in Los Angeles, CA, with one year of industry experience. He has been involved with Aimco and Setlich Capital since 2014. Outside of advisory work, he is involved in principal and capital sourcing for real estate. Westside Financial Advisors LLC offers discretionary portfolio management and financial planning services to individuals, high net worth clients, corporations, and businesses. The firm employs a primarily passive, asset-class-based investment approach supplemented by fundamental and technical analysis and may utilize third-party sub-advisors.

Amy Marietta is a CFP® with one year of experience in financial advising, currently with Avise Financial. She previously worked at Dorsey Wealth Management and has over a decade of experience outside finance as a flute instructor. She teaches flute lessons as a self-employed activity. Avise Financial serves individual and institutional clients, offering discretionary investment management, financial planning, pension consulting, tax preparation, and business management. The firm uses a mix of fundamental, technical, and cyclical analysis combined with Modern Portfolio Theory to construct diversified portfolios and routinely engages third-party managers and custodians to support its services.

Daniel Mavraides is a financial advisor at Rebalance LLC in Beverly Hills, CA, holding a Series 65 designation with seven years of industry experience. He previously worked at INbalance Advisors, LLC and Evoke Advisors, as well as Advanced Research Investment Solutions, LLC. Rebalance LLC offers investment management, financial planning, and decision-support services to individuals, high-net-worth clients, retirement plans, and pooled vehicles through its Rebalance360 program. The firm employs a strategic asset-allocation framework focused on long-term rebalancing using a limited universe of ETFs across seven model portfolios, managing accounts primarily on a discretionary basis.

Adam Schwartz is a financial advisor at Evolve Private Wealth, LLC in Los Angeles, CA. He holds a Series 65 designation and has been with SLK Private Wealth Management and Evolve Private Wealth since 2023. Prior to his advisory career, he studied at the University of Wisconsin - Madison from 2021 to 2025. 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 employs a fundamentally driven, long-term investment approach using diversified portfolios of low-cost mutual funds, ETFs, individual securities, and alternative investments, with an emphasis on ongoing portfolio monitoring and client communication.

Anderson Lafontant is a CFP® professional with 10 years of industry experience. He has worked at Blue Zone Wealth Advisors, LLC since 2024 and previously spent 10 years at Miracle Mile Advisors, LLC. 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, employer retirement plans, and business entities, providing portfolio and asset management, financial planning, and retirement plan consulting with a focus on tailored asset allocation and diverse analytic methods.

Adam Blumenstein is a financial advisor at Mapleton Capital Management, LLC with 25 years of industry experience. He holds a Series 65 designation and has worked at Mapleton since 1999. His prior experience includes roles at Ocean Park Capital Management, LLC and self-employment dating back to 1985. Mapleton Capital Management serves as the general partner and investment adviser to three privately offered pooled funds and provides subadvisory portfolio management for high-net-worth individuals, family offices, and trusts. The firm’s investment approach focuses on fundamental research to identify early inflection points in company value and employs an aggressive, relatively short-term trading style that can include short selling, options, and leverage.

Sun Shim is a CFP®-certified financial advisor with 20 years of industry experience, currently working at Mason & Associates, Inc. since 2006. Prior to this, Sun Shim spent 11 years at Cambridge Investment Research, Inc. In addition to advisory work, Sun Shim is an independent insurance agent and a notary public. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm’s investment approach is based on Modern Portfolio Theory and includes strategic asset allocation, sector rotation, and global diversification, typically implemented through no-load or load-waived mutual funds and ETFs.

Daniel Bennett is a financial advisor at Advanced Portfolio Strategies with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at APS Management Group, Inc. since 2016, with prior experience at MML Investors Services Inc and MassMutual Life Insurance Company. Outside of his advisory role, he serves as Treasurer for the Santa Monica Palisades Lodge #307, a non-profit fraternal organization. Advanced Portfolio Strategies provides advisory services to individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and pension consulting. The firm uses a diversified, multi-strategy investment approach combining fundamental, quantitative, and technical analysis, and also operates as a licensed insurance agency, providing insurance and annuity products alongside advisory services.

Armen Kesian is a financial advisor with Evolve Private Wealth, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Sanctuary Securities, Inc., NYLIFE Securities LLC, J.P. Morgan Securities, and Wells Fargo Bank, N.A., among others. Evolve Private Wealth, LLC provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and financial institutions. The firm manages approximately $2.15 billion in assets across diversified portfolios and employs a long-term investment approach that incorporates fundamental analysis, low-cost funds, independent managers, alternative investments, and artificial intelligence decision-support tools.

Kenneth Naehu is a financial advisor at Banyan Tree Asset Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Banyan Tree since 2013, following a 12-year tenure at Bel Air Investment Advisors LLC. Banyan Tree Asset Management specializes in discretionary fixed income investment management for ultra-high-net-worth individuals and institutional clients, employing active, fixed-income-focused strategies that incorporate credit analysis, duration and sector positioning, and macro and spread analysis. The firm manages over $1 billion in fixed income assets with a small advisory team and operates affiliated entities including a registered broker-dealer and a fund-management affiliate.

Bruce Heymont is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Horizon Wealth Management, where he has worked since 2022. His prior experience includes roles at Heymont & Company, Inc. and LPL Financial. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fiduciary-oriented investment management and financial planning, utilizing diversified portfolios with mutual funds, ETFs, and individual securities supported by fundamental and technical analysis.

Anne Slevin is an advisor at Checchi Capital Advisers, LLC with a Series 65 designation and two years of industry experience. Prior to joining Checchi Capital Advisers in 2024, she worked at Greenlight Guru from 2021 to 2024 and was a student and intern from 2016 to 2021. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and various institutional and pooled clients. The firm employs a quantitatively driven investment process using proprietary models to construct globally diversified portfolios, often implemented with ETFs and tax-optimization strategies, and is notable for its role as a private fund adviser to insurance-dedicated vehicles and sub-advisory services to other advisers.

Liliana Verduzco is a financial advisor at Mason & Associates, Inc. in Los Angeles, California, with nine years of industry experience. She holds a Series 65 designation and also works as an Account Manager for Insurance Group Benefits. Verduzco has been associated with Charles W Mason & Associates, Orion Risk Management, and Cass and Johansing over her career. Mason & Associates, Inc. serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses by providing personalized financial planning, investment management, and limited-scope hourly planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing strategic and tactical asset allocation, sector rotation, and global diversification.

Charles Bohlen is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, holding a Series 65 designation. He joined SFE Investment Counsel in 2026 and has prior experience at New Sun Partners LLC, Renewable Resources Group LLC, CreateSafe, Inc., and Metamason, Inc. SFE Investment Counsel serves a diverse client base including individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm emphasizes asset allocation and a total-return approach, managing concentrated portfolios through fundamental, technical, and cyclical analysis combined with fixed-income laddering.

Alexander Collins is a CFP® and holds a Series 65 license with two years of experience in financial advising. He currently works at HCR Wealth Advisors in Los Angeles and previously held positions at Amgen and Starlight Marine Services. Collins also attended California Maritime Academy. HCR Wealth Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm uses a combination of fundamental and technical analysis with both long- and short-term strategies, managing nearly $2 billion in assets across ten advisors.

Tyler Logan is a financial advisor at The Investment House LLC with four years of industry experience. He holds a Series 65 designation and has worked at The Investment House since 2020. Prior to his advisory role, he was employed at PayJunction and has experience related to UCSB and Sinjin Volleyball Camp. The Investment House LLC provides discretionary portfolio management for individual, high-net-worth, and institutional clients, managing a range of investment vehicles including mutual funds, ETFs, and private pooled funds. The firm employs a combination of fundamental analysis and sector selection to implement client-specific investment policies across various strategies.

Kim Ibrahim is a financial advisor at Grant Tani Barash & Altman, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with the firm since 2004. Prior to that, he worked at Grant Tani Barash & Altman, Inc. beginning in 2000. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and various institutional clients. The firm offers bundled business-management services alongside customized investment advice, acting as a multi-family office liaison with a focus on non-discretionary investment recommendations and short-term cash management.

James Whiting is a CFP® and Series 65 credentialed advisor at Cheviot Value Management, LLC with eight years of industry experience. He has worked at Cheviot Value Management since 2018 and previously spent over two decades at Campbell Hall. Cheviot Value Management is a privately owned registered investment adviser serving individuals, trusts, retirement plan participants, charitable organizations, and certain institutional clients. The firm employs a value-oriented investment approach grounded in fundamental analysis and manages approximately $1.17 billion in client assets.