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.

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.

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.

Nicholas Ozer is a CFP® and Series 66 licensed advisor with Regatta Capital Group, LLC, where he has worked for 11 years. He has 13 years of industry experience in financial advising. Regatta Capital Group is an SEC-registered firm serving individuals, high-net-worth clients, institutional investors, and various entities. The firm employs a long-term, fundamental-analysis approach to portfolio management, offering wealth management, financial planning, retirement plan advisory, and digital-asset account facilitation, alongside managing private pooled investment vehicles.

Dianne Shumway is a financial advisor at Secure Investment Management, LLC with six years of industry experience. She holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors and Mass Mutual Investors Services. Outside of advising, Shumway manages a divorce financial consulting business assisting clients with asset division during divorce. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning and discretionary portfolio management. The firm’s investment approach is quantitative and factor-based, emphasizing long-term, diversified allocations through low-cost mutual funds, ETFs, and direct indexing.

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.

Adam Werthmuller is a financial advisor at Banyan Tree Asset Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CitiGroup Global Markets Inc. and several other firms. Banyan Tree Asset Management is a discretionary fixed-income investment adviser serving ultra-high net worth individuals and institutional clients. The firm focuses on active, credit-oriented fixed income strategies and manages portfolios on a discretionary basis, often employing leverage when authorized by clients.

Dennis Smith is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 66 credential and bringing 12 years of industry experience. His career includes roles at Cetera and Stratis Financial. Outside of advising, he serves as Immediate Past President of the Rotary Club of Long Beach and is President of the Long Beach Rotary Charitable Foundation. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm employs various analytical methods and provides discretionary and non-discretionary portfolio management, incorporating a range of investment tools and third-party platforms.

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.

Joseph Robillard is a financial advisor with Windward Capital Management Company in Los Angeles, CA, holding Series 65 and Series 66 licenses and 15 years of industry experience. He has been with Windward Capital Management Company and its affiliated firm S.L. Reed & Company since 2010. Outside of advising, he is an owner of Mammoth Rock N Bowl, an entertainment and restaurant business in Mammoth Lakes, CA. Windward Capital Management Company provides discretionary portfolio management to individual and high-net-worth clients, pension consulting and education to employee benefit plans, and sub-advisory services to other registered investment advisers. The firm employs a range of investment strategies including fundamental, charting, and cyclical analysis across various portfolio approaches and manages approximately $1.86 billion in assets with a team of three advisors.

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.

James Watson is a financial advisor at Cypress Wealth Services, LLC, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors Financial Network LLC, LPL Financial, and Trost Financial Planning Group. Watson is also a licensed life and health insurance agent in California. Cypress Wealth Services is an SEC-registered advisory firm managing approximately $965.5 million for over 700 clients. The firm serves high-net-worth individuals, families, trusts, estates, and businesses, providing discretionary investment management, financial planning, and retirement plan consulting with a focus on fundamental analysis and long-term investment strategies.

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 with Sierra Investment Management, LLC in Santa Monica, CA, holding a Series 65 designation and 36 years of industry experience. He has been with Sierra Investment Management, Inc. since 1992 and is also associated with Ocean Park Asset Management, Inc. since 1989. Sierra Investment Management, LLC manages discretionary portfolios for individuals, trusts, estates, pension and profit-sharing plans, and certain institutional arrangements. The firm employs a rules-based, tactical investment process focused on quantitative trend-following and sell discipline, with portfolios primarily implemented through mutual funds and cash equivalents.