Michael Haney is a financial advisor at Arroyo Investment Group, LLC with 21 years of industry experience. He has been with Arroyo Investment Group since 2004. Haney is also a licensed solicitor at Capital Research & Consulting LLC, where he dedicates additional time to investment-related activities. Arroyo Investment Group is a fee-only investment management and financial planning firm managing approximately $319.5 million in assets. The firm serves individuals and institutional clients through a discretionary, model-driven approach that employs proprietary screening and primarily invests in no-load mutual funds.

Annie Kim is a financial advisor at AR Asset Management, Inc. with 14 years of industry experience. She holds a Series 65 designation and has been with the firm since 2000. AR Asset Management, Inc. is an SEC-registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm’s investment approach focuses on fundamentally driven, long-term strategies using large-cap domestic and international stocks, tax-aware portfolio construction, and fixed income laddering, with additional recommendations for qualified clients including private placements and pooled investment vehicles.

Sean Richardson is a financial advisor at AWM Capital, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Citizens Business Bank and Whittier Trust Company. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion for around 418 clients through a multi-team staff of 24 advisors. The firm employs an open-architecture platform with an emphasis on liability-driven investing and asset allocation, integrating financial planning, business consulting, and asset management services.

Robert Wussler is a financial advisor at Manhattan West Asset Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Twentieth Television and Finalis Securities LLC. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, and endowments. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and a Digital Asset Advisory Program, managing over $1 billion in discretionary assets using a fiduciary, client-tailored approach that integrates various investment strategies and asset classes.

Richard Rappaport is a Series 63 licensed financial advisor with WestPark Capital, Inc. in Los Angeles, CA, bringing 37 years of industry experience. He has been with WestPark Capital since 1999 and serves as president of WestPark Holdings LLC. Outside of his advisory role, he is a director of Skechers USA, Inc. and involved in public acquisitions through a leadership position in AOTS-WRASP-SKRP. WestPark Capital, Inc. provides financial planning, investment management, and consulting services for individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm often incorporates third-party money managers in its advisory programs and offers both discretionary and non-discretionary portfolio management and custom financial plans.

Boris Gertsen is a CFA® charterholder with 23 years of industry experience. He is affiliated with JSF Financial, LLC and has worked at Mid Atlantic Capital Corporation since 2010, alongside his ongoing role at JSF Financial since 1999. JSF Financial provides discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm manages approximately $1.73 billion in client assets and employs dynamic asset allocation, model portfolios, and quantitative analysis as part of its investment approach.

Tara Koda is a financial advisor at California Capital Management with a Series 65 designation. She has been with the firm since 2023 and has prior work experience spanning roles in home support services and environmental services. California Capital Management offers investment advisory services to individuals, trusts, pension plans, and corporate clients, managing approximately $358 million in discretionary assets. The firm provides customized portfolio management through wrap fee programs and retirement plan consulting tailored to clients’ time horizons, risk tolerance, and goals.

Francisco Sanchez is a CFP® and holds a Series 66 license, with four years of industry experience. He currently works at AWM Capital, LLC and previously held roles at Capital Group and Ameriprise Financial Services, Inc. Sanchez also served in the United States Army Reserve for eleven years. AWM Capital, LLC is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a liability-driven investing approach and offers financial planning, retirement advice, business consulting, and asset management through a diverse range of investment vehicles.

Razmig Der Tavitian is a CFA® charterholder and financial advisor at Evolve Private Wealth, LLC with four years of industry experience. He previously worked at Sanctuary Advisors, Sanctuary Securities, Wells Fargo Clearing, and MUfG Union Bank. He serves on the investment committee of the Western Diocese Endowment Fund and is a board member of the Hovsepian School, an educational organization. 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 across 679 clients, employing a fundamental and long-term investment approach that includes diversified portfolios of low-cost mutual funds, ETFs, individual equities and bonds, independent managers, alternative investments, and use of derivatives supported by artificial intelligence tools.

Michael Bornstein is an advisor at Signature Resources Capital Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual, Park Avenue Securities, Guardian Life Insurance Company, and MML Investors Services Inc. Bornstein also serves as an insurance agent with Signature Resources Insurance and Financial Services. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors. The firm uses a Global Target Risk approach emphasizing global diversification and factor tilts, managing portfolios primarily with mutual funds and ETFs tailored to client objectives.

Lorenzo Esparza is a financial advisor at Manhattan West Asset Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Manhattan West since 2016. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and a Digital Asset Advisory Program, managing over $1 billion in discretionary assets through a fiduciary, client-tailored approach that combines multiple investment strategies across various asset classes.

Xinyi Wang is a CFA® charterholder and Series 63 licensee with 11 years of industry experience. She has been with Griffinest Asia Asset Management, LLC since 2021 and is also affiliated with Griffinest Asia Securities, LLC. Griffinest Asia Asset Management serves high-net-worth individuals, corporations, and institutional clients, providing discretionary portfolio management and financial planning. The firm customizes portfolios based on clients’ risk tolerances and objectives and manages approximately $10.27 million across nine clients.

Stephen Seo is a CFA® charterholder with 10 years of industry experience. He currently works at L & S Advisors, Inc., joining the firm in 2023 after eight years at RVW Wealth, LLC. L & S Advisors serves individuals, trusts, businesses, and retirement-plan clients by providing discretionary investment management, financial planning, and sub-advisory services. The firm employs a tactical and unconstrained investment approach across a variety of strategies, including equities, fixed income, alternatives, and uses derivatives and margin in managed accounts.

William Hamelin is a financial advisor with Strategy Asset Managers L.L.C. in Pasadena, CA, holding a Series 65 designation and three years of industry experience. He has worked at Strategy Asset Managers since 2021 and serves as a part-time management consultant for The Adept Group, Inc., assisting new team members in project transitions. Strategy Asset Managers manages approximately $741.5 million in discretionary assets and offers investment management, financial planning, and retirement plan consulting to individuals, pooled investment vehicles, and institutional sponsors. The firm employs several equity strategies supported by fundamental research and uses a combination of individual equities, ETFs, mutual funds, fixed income, and alternatives.

David Rosenberg is a financial advisor with Nadler Financial Group, Inc. in Los Angeles, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Nadler Financial Group and Ausdal Financial Partners since 2012. Outside of his advisory role, Rosenberg serves as president of a political action committee and acts as an assistant football coach at a high school. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients through a team of 15 advisors. The firm provides discretionary investment management and financial planning services using diversified mutual funds and ETFs, tactical asset allocation, and specialized strategies such as direct indexing, serving individuals, charitable organizations, and retirement plans.

Maya Pocker is a financial advisor at Scout Wealth Advisors LLC in Pasadena, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Scout Financial, Inc., she worked at Tzohar LaTohar and the Ministry of Education in Israel. Scout Wealth Advisors provides asset management, comprehensive portfolio management, financial planning, and retirement plan consulting to individuals, trusts, retirement plans, and business clients. The firm uses a fiduciary approach focused on long-term positioning with fundamental and technical analysis, utilizing ETFs, equities, and mutual funds, and offers both discretionary management and standalone consulting services.

Collin Saydah is a Financial Services Advisor (FSA) with Merrill Lynch Wealth Management. He focuses on connecting clients to the people, plans, and processes that align with their individual ambitions and financial goals. Collin works with clients to address objectives such as funding education, preparing for retirement and potential health care expenses, and developing personalized long-term financial strategies. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Washington. Collin’s approach emphasizes understanding clients’ personal perspectives and priorities to create clear and transparent financial plans aimed at helping them manage their wealth effectively.

Giovanni Cuarez is a financial advisor at Tactive Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Strategy Marketplace, LLC and ABI Business Insurance Services. Outside of advisory work, he operates a tax preparation service for individuals and small business owners and is also involved as a mortgage loan originator and insurance broker. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, offering portfolio management through a robo-advisor platform and an Advisor Advice service. The firm uses a Black-Litterman framework for tactical asset allocation and is notable for its role in serving other advisors through TAMP and sub-advisory relationships alongside its retail offerings.

Wan Lin Liao is a financial advisor at Griffinest Asia Asset Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Griffinest Asia Management, LLC since 2019 and Griffinest Asia Securities since 2012. Griffinest Asia Asset Management serves high-net-worth and qualified individual investors, as well as corporations and institutional clients, providing discretionary portfolio management, investment advisory, and personal financial planning services. The firm customizes portfolios based on clients’ risk tolerances and objectives and manages approximately $10.27 million in assets across nine accounts.

Mark Delgadillo is a financial advisor with SFE Investment Counsel Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining SFE Investment Counsel in 2020, he worked at D.A. Davidson & Co. for seven years. SFE Investment Counsel serves a range of clients including individuals, families, trusts, charitable organizations, and institutional investors, offering customized investment supervisory services. The firm’s approach focuses on asset allocation, long-term holding strategies, and concentrated equity portfolios supported by fundamental, technical, and cyclical analysis combined with fixed-income laddering.