Kara Boccella is a financial advisor at Serenus Wealth Advisors, LLC with 15 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Camden Capital, LLC for ten years. Serenus Wealth Advisors is an SEC-registered firm serving individual and high-net-worth clients, offering comprehensive portfolio management alongside standalone financial planning and consulting. The firm employs a diverse analytical approach to investment management and combines direct portfolio management with the use of sub-advisors and institutional custody platforms.

Brandon Berges is a financial advisor at FMB Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining FMB Wealth Management and Indivisible Partners, LLC, he held roles at Four Seasons Hotels, JDK Comms, and other organizations. FMB Wealth Management is a team-based SEC-registered RIA serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm focuses on integrated wealth management using a long-term, diversified asset-allocation strategy with passively managed index funds and ETFs, emphasizing tax-aware indexing and periodic rebalancing.

Jeffrey Mortimer is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Elyxium Wealth LLC. He worked for BNY Mellon Wealth Management for ten years before a two-year sabbatical, then joined Elyxium Wealth where he also manages family office services through Elyxium Family Office, LLC. 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-strategy investment process spanning traditional and alternative assets and manages special purpose vehicles to give clients indirect exposure to privately held companies.

Michael Provenzano is a financial advisor at Grant Tani Barash & Altman, LLC with a Series 65 designation and one year of industry experience. He has been with Grant Tani Barash & Altman since 2018 and previously worked at PricewaterhouseCoopers LLP from 2016 to 2018. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals, pension and profit-sharing plans, trusts, estates, private foundations, corporations, and partnerships. The firm offers bundled business-management services alongside investment recommendations and due diligence, focusing on customized asset allocation and multi-family office liaison roles.

David Hindler is a financial advisor with HCR Wealth Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with HCR Wealth Advisors since 2019 and is also president and owner of Brentwood Alliance Financial and Insurance Services, Inc., and Hindler Financial Services, Inc. HCR Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm implements individualized investment policies through a combination of fundamental and technical analysis and manages nearly $2 billion in client assets across ten advisors.

Eric Lecours is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Tamar Securities, LLC and has prior experience at Purshe Kaplan Sterling Investments, Silversage Advisors, Geneos Wealth Management, Bank of America, and Merrill Lynch. Lecours also operates under the DBA Firefighter's United, providing financial planning and wealth management services. Tamar Securities, LLC 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, standalone planning, and access to multiple model-portfolio programs.

Jeremy Fields is a CFP® professional with 13 years of experience in wealth management. He has worked at FMB Wealth Management since 2009 and is also associated with related entities such as FMB Retirement Services and FMB Insurance Services. FMB Wealth Management is a team-based SEC-registered RIA serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm employs a long-term, diversified asset-allocation strategy using passively managed index funds and ETFs, focusing on integrated wealth management including investment consulting, advanced planning, and retirement plan review.

Shayan Lankarani is a financial advisor at O'Boyle Wealth Management, Inc. in Beverly Hills, CA, holding a Series 65 designation with four years of industry experience. Prior to joining O'Boyle Wealth Management in 2022, he worked in the automotive service and credit repair industries. O'Boyle Wealth Management serves individuals, high net worth clients, trusts, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, retirement plan consulting, and held-away retirement account management. The firm uses a personalized, discretionary investment approach with diversified asset allocation and offers both wrap and non-wrap management arrangements.

Marife Callanta is a financial advisor at Atlantic Investments A Registered Investment Advisor, Inc. with one year of industry experience. Prior to joining Atlantic Investments, she worked at Kaiser Permanente for 35 years. 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, tax and cash-flow reviews, and estate planning, while using fundamental, technical, and cyclical analysis to guide recommendations.

Shawn Landis is a CFP® professional with 18 years of industry experience, currently serving at HCR Wealth Advisors since 2014. He holds a Series 66 designation and is based in Los Angeles, CA. HCR Wealth Advisors offers discretionary portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs both fundamental and technical analysis to implement customized investment policies and manages nearly $2 billion in client assets across a team of ten advisors.

Mario Valverde is a financial advisor at Manchester Financial Inc with six years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC and Green Financial Services. Outside of his advisory role, he is an independent licensed insurance agent specializing in life, health, and accident insurance. Manchester Financial provides portfolio management, financial planning, and specialized consulting services to individuals, high-net-worth clients, retirement plans, and other entities. The firm focuses on individualized asset allocation strategies, discretionary account management, and offers unique services such as 1031 exchange consulting and participant-level retirement account management through a third-party platform.

Yale Kofman is a financial advisor at Elyxium Wealth LLC with seven years of industry experience. He previously worked at BMO Family Office, LLC and BNY Mellon Wealth Management. Kofman serves on the board and executive committee of the Japan Society of Northern California, which fosters relationships between Japan and the San Francisco Bay Area. 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-faceted investment process across traditional and alternative assets and manages a concentrated client roster with over $1.3 billion in regulatory assets under management.

Jacob Kester is a financial advisor with Cruden Bay Investment Management, LLC, holding a Series 65 designation and five years of industry experience. He previously worked at One Wealth Partners and Cornerstone Advisors and attended school full-time from 2013 to 2017. Cruden Bay Investment Management serves individuals, high-net-worth clients, foundations, corporations, and other entities with discretionary and non-discretionary portfolio management, financial planning, and periodic consulting. The firm employs a risk-adjusted performance approach using multiple methods of analysis and operates a wrap-fee program that includes management, transaction, and administrative costs.

Michael Meylor is a financial advisor at IFC Advisors LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Oakley, and UCSB Economics. 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 utilizes a tax- and cost-focused approach combining active and passive strategies across various asset classes, and it also serves as a private fund adviser and fund sponsor with a range of specialized services.

Thomas Crecelius is a financial advisor at Joel R. Mogy Investment Counsel Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Joel R. Mogy Investment Counsel since 2019, following five years at Capital Group Companies. Joel R. Mogy Investment Counsel provides discretionary investment counseling and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm emphasizes client-oriented, long-term portfolio management based on fundamental analysis and a global perspective, focusing on cost-conscious, tax-aware strategies primarily involving equities and investment-grade bonds.

Hoby Pearce is a CFP® professional with 25 years of industry experience, currently serving at Alliance Advisory & Securities, LLC since 2009. He holds the Series 63 and Series 65 licenses. Pearce is also a general partner in an investment-related business established for accounting purposes. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individuals, including high-net-worth clients, as well as trusts, pension plans, and charitable organizations. The firm employs diversified model allocations and modern portfolio theory across various model groups and individual security strategies, with quarterly portfolio reviews and periodic rebalancing.

Jay Sanders is a financial advisor at Blue Zone Wealth Advisors, LLC in Los Angeles, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he worked for seven years at Firestone Walker Brewing Co. and took a sabbatical in 2023. 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, offering portfolio management, financial planning, and retirement consulting, with a focus on tailored asset allocation and a variety of analytic methods.

Angelica Spielman is a financial advisor at Manhattan West Asset Management, LLC with 10 years of industry experience. She holds the Series 65 and Series 63 designations. Angelica’s work history includes roles at Finalis Securities LLC and Fora Travel, alongside a long-term advisory position at Manhattan West Asset Management. She is also involved with the San Diego Jewish Academy. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, and endowments. The firm employs a fiduciary, client-tailored approach combining fundamental, quantitative, and technical analysis across traditional and alternative investment strategies, managing over $1 billion in discretionary assets.

Aleksandr Keyfes is a financial advisor at Salem Partners Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Salem Partners since 2010. Salem Partners Wealth Management provides discretionary investment supervisory and portfolio management services primarily to high-net-worth individuals, families, trusts, and other entities. The firm manages approximately $413 million and focuses on sizable accounts, typically with a minimum of $10 million, offering customized portfolios that include a range of traditional and alternative investments.

Bruce Lacey is a financial advisor with De Groote Financial Group, LLC in Thousand Oaks, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Girard Securities, Inc. and United Capital Financial Advisers, Inc. from 2009 to 2022. De Groote Financial Group provides discretionary wealth and investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and employer plans. The firm manages approximately $750 million in discretionary assets across about 400 client relationships, utilizing ETFs, mutual funds, individual bonds and equities, and allocations to third-party managers and private placements.