Y Shih is a financial advisor with Oder Investment Management, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Oder Investment Management in 2021, Shih held positions at Bank of America, Merrill, Konnect Resources LLC, and UBS Financial Services. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors with discretionary investment management, financial planning, and retirement-plan consulting. The firm utilizes a combination of active and passive management, global diversification, and regular portfolio rebalancing based on individualized Investment Policy Statements.

Armen Kesian is a financial advisor at Evolve Private Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Sanctuary Securities, Inc., NYLIFE Securities LLC, and J.P. Morgan Securities. Outside of his advisory roles, Armen has been involved with Siraki, Inc. and In Home Supportive Services (IHSS). Evolve Private Wealth, LLC 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 fundamental, long-term investment approach utilizing diversified portfolios and advanced tools such as third-party AI decision-support.

David Kim is a financial advisor at Matauro, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Purshe Kaplan Sterling Investments, and Simplicity Investments, Inc. In addition to his advisory role, he is involved in fixed insurance products through a contracted relationship with CRUMP. Matauro, LLC manages over $1 billion across nearly 900 client relationships, providing wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, retirement plans, and business entities. The firm employs a diversified investment approach integrating fundamental, macroeconomic, technical, and ESG analyses, utilizing both in-house and third-party portfolio management across various asset classes.

James Koller is an investment advisor representative at Lazari Capital Management, Inc. with 12 years of industry experience. He has held roles at Lyndhurst Securities, Kovack Securities, Park Avenue Securities, Guardian Life Insurance Company, and Wynn & Wynn Financial. In addition to his advisory work, he is involved in insurance sales as a sole proprietor. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting to a diverse client base including individuals, trusts, high-net-worth clients, and corporations. The firm employs a comprehensive investment approach that integrates fundamental, technical, cyclical, and quantitative analysis and manages accounts primarily on a discretionary basis.

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 a financial advisor at Checchi Capital Advisers, LLC with a Series 65 credential and two years of industry experience. Prior to joining Checchi Capital Advisers in 2024, she worked at Greenlight Guru from 2021 to 2024 and has experience as a student and intern from 2016 to 2021. Checchi Capital Advisers provides discretionary portfolio management to high-net-worth individuals, institutions, and other advisers, utilizing proprietary quantitative models to manage over $2.5 billion in client assets. The firm emphasizes index replication and statistical sampling strategies implemented through ETFs and direct securities, focusing on model-driven portfolio construction rather than individualized financial planning.

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.

Daniel Watson is a financial advisor at Arroyo Investment Group, LLC with 10 years of industry experience. He has been with Arroyo Investment Group since 2017 and has also worked at Capital Research & Consulting, LLC since 2015. Outside of his advisory work, he serves as a Senior Law Enforcement Advisor for the Department of Justice. Arroyo Investment Group is a fee-only investment management and financial planning firm managing approximately $319.5 million in client assets. The firm serves individuals and institutional clients using a discretionary, model-driven approach with proprietary portfolio screening and regular performance reporting.

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.

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 holds a Series 65 license with eight years of industry experience. He has worked at Cheviot Value Management since 2018 and previously spent 21 years at Campbell Hall. Cheviot Value Management provides discretionary investment management and advisory services to individuals, trusts, estates, retirement plan participants, charitable organizations, and corporations. The firm employs a value-oriented investment approach that emphasizes fundamental analysis and diversification, with portfolio decisions made on a discretionary basis under a fiduciary duty.

Carol O'Boyle is a CFP® and holds a Series 65 license, with six years of industry experience. She has been with O'Boyle Wealth Management, Inc. since 2013. O'Boyle Wealth Management serves individuals, trusts, employer retirement plans, and business entities, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs individualized discretionary management with a range of investment tools and strategies, including wrap and non-wrap accounts, and manages held-away retirement accounts through a service agreement with Pontera.

Mark Gleason is a CFA® charterholder and holds a Series 65 license, with 28 years of industry experience. He has been with WESCAP Group since 1993. WESCAP Group serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities, providing wealth management and financial planning services tailored to clients’ objectives and risk tolerance. The firm employs a strategic and tactical asset-allocation approach focused on global diversification, value investing, tax efficiency, and low transaction costs, while also utilizing specialized tools such as options-based strategies and private pooled vehicles.

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.

David Barr is a CFP® with four years of industry experience, currently serving as an advisor at California Financial Partners, Inc. He previously worked at LPL Financial, LLC, and has experience outside finance including ongoing involvement with Rancho Grande Cantina. California Financial Partners provides financial planning and consulting services to individuals, business entities, and pension or profit-sharing plans, focusing on hourly or fixed-fee financial planning rather than asset management. The firm’s process includes comprehensive financial assessment and goal-setting, utilizing fundamental investment analysis and third-party resources.

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.