Kyle Fulton is a financial advisor at Seneca Private Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at LPL Financial and Finwell. Outside of advising, he is employed as a staff accountant and head of a data entry department at Fulton Management. Seneca Private Wealth, LLC provides investment and wealth management services along with financial planning to individuals, high-net-worth clients, and institutional entities. The firm emphasizes a risk-adjusted, tax-efficient investment approach combining active and passive strategies, with particular focus on retirement plan consulting and managing independent managers on behalf of clients.

Marco Mendoza is a financial advisor at IFC Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans, offering tailored portfolios that combine active and passive strategies across multiple asset classes. The firm also serves as a private fund adviser and fund sponsor, integrating alternative investments and special purpose vehicles within its wealth management programs.

Jyoti Marshall is a financial advisor with The William Allan Corporation, holding CPA credentials and five years of industry experience. Prior to joining the firm, Marshall managed Marshall Business Management for eight years. Outside of advisory work, Marshall is the owner and president of JM Accounting & Consulting Inc., an accounting practice based in Agoura Hills, California. The William Allan Corporation provides investment advisory and planning services to individuals, high net worth clients, non-profits, trusts, and corporate accounts. The firm employs a combination of long-term investing and short-term strategies, including option writing and margin transactions, with continuous portfolio supervision and fundamental analysis.

Joseph Robillard is a financial advisor at Windward Capital Management Company in Los Angeles, CA, holding Series 65 and Series 66 licenses with 15 years of industry experience. He has been with Windward Capital Management and its affiliated firm S.L. Reed & Company since 2010. Outside of advisory work, he owns an entertainment and restaurant business in Mammoth Lakes, CA, which includes a bowling alley and restaurant. Windward Capital Management Company serves individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides discretionary portfolio management, pension consulting, and sub-advisory services, utilizing model portfolios and a range of equity and fixed-income strategies.

Ross Kroll is a CFP® and holds a Series 65 license with 11 years of industry experience. He has worked at firms including Mercer Advisors, Oakwood Capital Management, AdvicePeriod, and Mariner Independent, where he is currently affiliated through Ocean Path Advisors. Kroll is a shareholder at Ocean Path Advisors, providing investment advisory services through Mariner Platform Solutions. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm supports both model portfolios and advisor-level discretionary management, and it integrates institutional and retirement plan resources through affiliated entities and third-party partnerships.

Hank Krakover is a financial advisor at Evolve Private Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Sanctuary Advisors. He is also a licensed insurance agent involved with Evolve Wealth Insurance LLC and serves as managing member of Krakover Wealth, 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 and employs a long-term investment approach using a diversified mix of low-cost mutual funds, ETFs, equities, bonds, alternative investments, and derivatives, supported by artificial intelligence decision tools.

Maryam Khoshreza is an advisor at AIRE Advisors, LLC with five years of industry experience. Prior to joining AIRE Advisors in 2021, she worked at Macy's Inc. and Oaks Paper Product Company. AIRE Advisors manages approximately $1 billion in client assets, serving individual clients, family-office clients, employer retirement plans, and brokerage customers. The firm offers comprehensive wealth management and investment consulting, with an investment approach centered on strategic asset allocation and Modern Portfolio Theory.

Todd Butler is a CFP® professional with 23 years of experience in financial advising. He is currently with Mariner Independent and previously worked at Ocean Path Advisors, AdvicePeriod, LLC, and WESCAP Group. Outside of his advisory work, he is involved with Sendero Property Group, through which he owns rental properties. Mariner Independent serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans, offering investment advisory, financial planning, and consulting services. The firm integrates institutional and retirement plan resources and provides access to model portfolios, third-party managers, and alternative investments.

Nhaman Pelphrey is a financial advisor at IFC Advisors LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies and is noted for operating and advising special purpose vehicles and private fund vehicles.

David Wright is a financial advisor at Sierra Investment Management, LLC with 36 years of industry experience. He holds a Series 65 designation and has worked at Sierra Investment Management, Inc. since 1992 and Ocean Park Asset Management, Inc. since 1989. Sierra Investment Management is a team-based SEC-registered advisor that manages discretionary portfolios and provides limited financial planning for individuals, high-net-worth clients, trusts, retirement plans, and select institutional accounts. The firm uses a rules-based, tactical investment approach focused on trend-following and downside risk management, implementing allocations through multiple program options that include affiliated Ocean Park mutual funds and ETFs.

Thuan Lam is a financial advisor with Providence Financial and Insurances, Inc., holding a Series 66 credential and 20 years of industry experience. He previously worked at Lincoln Financial Securities and Osaic FS, Inc. for 14 years before joining Providence Financial. Outside of his advisory role, he owns Artizan Images, a wedding and event photography business. Providence Financial and Insurance Services is a team adviser serving individual and high-net-worth clients with discretionary investment management, financial and estate planning, and insurance brokerage. The firm employs a buy-and-hold strategy focused on income-producing securities and offers estate-planning legal services through an affiliated in-house legal practice.

David Sirin is a financial advisor at Tamar Securities, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, TD Ameritrade, Inc., and operated Siren Laboratories, LLC. Tamar Securities advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm combines top-down sector and “Super Cycle” analysis with bottom-up security selection and quantitative screening, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Philip Fessler is a financial advisor at AIRE Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AIRE Advisors since 2021. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, Fessler is involved in managing rental property jointly owned with his spouse. AIRE Advisors manages approximately $1 billion in client assets, serving individual clients, family offices, employer retirement plans, and brokerage customers. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and offers wealth management, retirement plan consulting, and investment consulting services through both discretionary and non-discretionary arrangements.

Shawn Hsieh is a financial advisor at Highline Wealth Partners in Sherman Oaks, CA, with 16 years of industry experience. He holds the CFP®, CFA®, and Series 66 credentials. Prior to joining Highline Wealth Partners in 2018, he worked at City National Bank, DFPG Investments, Inc., and American Financial Network Advisory Services, LLC. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities by providing investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s Investment Committee oversees portfolio decisions and offers participant education and quarterly portfolio reviews, supported by third-party technology for retirement plan management.

Lynne Dorsey is a CFA® charterholder with 36 years of industry experience. She is currently with Elyxium Wealth LLC and previously worked at BMO Family Office and BNY Mellon Wealth Management. Outside of her advisory role, she serves as a successor co-trustee administering estate settlement matters. Elyxium Wealth LLC provides comprehensive wealth management and financial planning to individuals, high-net-worth clients, trusts, pension plans, and other entities. The firm employs a multi-disciplinary investment process across traditional and alternative assets and manages special purpose vehicles to offer clients indirect exposure to privately held companies.

John Krambeer is a financial advisor with Validus Capital LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Camden Capital, LLC for nine years before joining Validus Capital in 2022. In addition to his advisory role, Krambeer is a licensed insurance professional. Validus Capital LLC serves high-net-worth and ultra-high-net-worth clients, offering wealth management, financial planning, legacy planning, and family office services. The firm manages approximately $2.54 billion in assets and employs a customized, long-term investment approach utilizing mutual funds, separately managed accounts, ETFs, equities, alternatives, and fixed income, along with operational support tailored to sophisticated client needs.

David Dewolf is a CFP® professional with 21 years of experience in the financial advisory industry. He is currently with Quantum Financial Advisors, LLC, where he has worked since 2022. His prior experience includes ten years at Abacus Wealth Partners, LLC, and seven years at Quantum Wealth Management LLC. 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 employs an asset-class, rules-based investment process focused on mutual funds, ETFs, and separately managed accounts, offering both a Total Market and a Sustainable investment strategy.

William Moffly is a financial advisor at Validus Capital LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Black Knight Financial Services, PennyMac Financial Services, and Bank of America. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients. The firm manages approximately $2.54 billion in assets, offering customized long-term portfolios that include mutual funds, separately managed accounts, ETFs, individual equities, alternative investments, and fixed income, along with comprehensive family office support.

Alexander Whitney is a financial advisor at Integrity Financial Corporation with one year of industry experience. He holds a Series 65 credential and has previously worked at Canterbury Consulting Inc. and Manchester Financial. Whitney also has a five-year tenure at Pepperdine University. Integrity Financial Corporation serves individuals, families, business owners, corporate retirement plans, and charitable organizations with investment and wealth management, financial and legacy planning, and family-office consulting. The firm employs a Modern Portfolio Theory framework using indexed and actively managed funds, and it offers alternative strategies and discretionary sub-advisory roles for qualified clients.

Remington Conte is a financial advisor at Adaptive Wealth Engineering with two years of industry experience. He holds a Series 65 designation and previously worked at Hyatt Regency Clearwater Beach Resort & Spa. Adaptive Wealth Engineering is an SEC-registered advisory firm with five advisors managing about $213 million for roughly 113 clients. The firm provides discretionary portfolio management and financial planning using an evidence-based investing framework that emphasizes global diversification, factor exposures, and structured risk assessment.