Geoffrey Edelstein is a CFA® charterholder with 13 years of industry experience. He has been with Granite Investment Partners, LLC since 2009. Granite Investment Partners serves institutional and affluent clients, including employee benefit plans, foundations, endowments, pension and profit-sharing plans, government entities, private funds, and high-net-worth individuals. The firm employs a bottom-up investment process combining fundamental, technical, and cyclical analysis, managing discretionary portfolios across equity, balanced, and fixed-income strategies tailored to clients’ objectives.

Wendy Turk is a financial advisor with The WealthGarden F.S. LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Her prior roles include positions at LPL Financial LLC and Gerber Kawasaki, Inc. She serves on the board of directors for Airport Marina Counseling Services, a mental health organization. The WealthGarden F.S. LLC provides investment management, financial planning, consulting, and estate-planning coordination to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis, modern portfolio theory, and cyclical analysis in portfolio construction, offers both discretionary and non-discretionary management, and provides fiduciary services with integrated custodial reporting and ongoing due diligence on sub-advisors.

Kyle Paben is a financial advisor at AR Asset Management, Inc. with six years of industry experience. He holds a Series 65 designation and has been with AR Asset Management since 2014. Outside of his advisory role, he is an officer at Bask Ventures, Inc., overseeing development and finances in agriculture and wholesale, and a partner at Green Team Holdings, involved in real estate accounting and coordination. AR Asset Management, Inc. provides discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and investment limited partnerships. The firm emphasizes fundamental analysis with a long-term equity focus, diversified holdings, and tax-aware management, tailoring portfolios to client risk tolerance and objectives.

Scott Rojas is a Certified Financial Planner® with 20 years of industry experience. He is currently with One Advisory Partners, LLC and was previously with Eclectic Associates, Inc. for over two decades. One Advisory Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning and discretionary investment management. The firm employs a portfolio construction approach based on modern portfolio theory, incorporating global diversification and both fundamental and technical analysis.

Philip Albitz is a CFP® with 43 years of experience in financial advising. He is president of Albitz/Miloe and Associates, Inc., where he has worked since 1988. Prior to and concurrent with this role, he has been associated with various Cetera entities since 1989. Outside of his advisory work, he serves on the board of Sports 4 Mankind, a charitable organization that distributes sports equipment globally. Albitz/Miloe and Associates serves individuals, businesses, and qualified retirement plans, managing approximately $703.5 million across about 618 client relationships. The firm offers discretionary managed accounts, non-discretionary variable-annuity allocation services, and ongoing advisory reviews, combining mutual funds, ETFs, individual equities, fixed income, and variable annuity sub-accounts in its investment approach.

James Egerstrom is a CFP® professional with 11 years of industry experience. He has been with Confidence Wealth Management, Inc. since 2019 and previously worked at Tarbox Family Office and TD Ameritrade. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm manages approximately $344 million in discretionary assets and employs a long-term, buy-and-hold investment approach with diversification strategies using ETFs and ETPs, alongside discretionary and non-discretionary portfolio management and fiduciary consulting services.

Michael Richards is a CFP® with 12 years of industry experience. He currently serves at Axos Invest, Inc and previously worked for City National Bank for ten years. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management with mutual funds, ETFs, and third-party model managers. The firm’s process emphasizes asset allocation, diversification, and thematic exposures, supported by an internal Portfolio Management Group and integrated within the broader Axos Financial group.

Balfoure Brenes is a financial advisor at AIRE Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2012 to 2021. Outside of his advisory role, Brenes is the owner of 4TUN801 LLC, a company involved in purchasing raw land. AIRE Advisors manages approximately $1 billion in assets and serves individual clients, family offices, employer retirement plans, and brokerage customers. The firm’s investment approach focuses on strategic asset allocation and Modern Portfolio Theory, utilizing a diverse range of securities and third-party money managers.

Christine Kim is a financial advisor at Allmerits Asset, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Allmerits since 2021. In addition, she serves as President and CEO of CHK Financial & Insurance Services, where she is involved in life insurance sales and retirement planning. Allmerits Asset, LLC provides discretionary portfolio management using third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension/profit-sharing plans. The firm employs tactical and strategic asset allocation and offers retirement plan consulting as well as standalone financial consulting.

Adam Checchi is a financial advisor at Checchi Capital Advisers, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Checchi Capital Advisers since 2007 and at CHECCHI Capital Fund Advisers from 2012 to 2021. Outside of his advisory role, he serves as a director for Fergus Reinsurance Limited, a Bermuda-based reinsurance company. Checchi Capital Advisers provides discretionary portfolio management, sub-advisory services, and advisory oversight for pooled insurance funds, serving high-net-worth individuals, foundations, trusts, pension and profit-sharing plans, insurance-dedicated funds, and other investment advisers. The firm uses proprietary statistical and mathematical models and an index-replication methodology to construct globally diversified portfolios emphasizing diversification, tax optimization, and low turnover.

Anita Rosenstein is a financial advisor with AR Asset Management, Inc. in West Hollywood, CA, holding 28 years of industry experience. She has been with AR Asset Management since 1981. AR Asset Management provides discretionary investment management services to individuals, trusts, estates, charitable organizations, corporations, and investment limited partnerships. The firm emphasizes fundamental analysis with a long-term equity focus on domestic and international large-cap stocks, diversified holdings, low turnover, and tax-aware management, while tailoring portfolios to client risk tolerance and objectives.

Kerry Wills is a financial advisor with First Western Securities, Inc. in Manhattan Beach, CA, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with First Western Securities since 2009. First Western Securities provides fee-based investment advisory and portfolio management services primarily to individual clients, including high net worth individuals, as well as corporations and retirement plan accounts. The firm employs a tactical allocation approach using a broad range of instruments to customize portfolios according to client objectives.

Ma Tapang is a CFP® professional with 42 years of industry experience, currently serving as an advisor at CRUX Wealth Advisors. Prior to joining CRUX, Tapang worked at Raymond James Financial for 36 years. Outside of advising, Tapang prepares income tax returns through a separate business, Maria Tapang & Associates. CRUX Wealth Advisors is a registered investment adviser managing approximately $547.7 million for a diverse client base, including individuals, trusts, charities, pension plans, and privately held businesses. The firm employs a process-driven investment approach with discretionary portfolio management and offers a range of analytical techniques and investment products.

David Ramos is a financial advisor at B.B. Graham & Company, Inc. with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial for 12 years. Ramos is also involved with Revolution Advisors LLC, where he manages advisory accounts and identifies insurance needs. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with client strategies often implemented through third-party managers.

Joshua Miller is an advisor at Regatta Capital Group, LLC and holds the Series 65 and Series 66 designations. He has been with Regatta Capital Group since 2026. Prior to entering the financial industry, he worked in various roles within the entertainment and production sectors, including positions at Ventura Canyon Productions, Bron Studios, and Amazon Studios. Outside of his advisory work, he remains involved with Ventura Canyon Productions. Regatta Capital Group serves a diverse client base including individual and high-net-worth clients, institutions, and charitable organizations. The firm uses a long-term, fundamental analysis approach to portfolio construction, offering services such as wealth management, financial planning, retirement plan advisory, and digital-asset account facilitation.

Brent Honea is a financial advisor with Secura Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Arkadios Capital, Crown Capital Securities, Barth Financial Advisors, and other firms. Outside of investment advising, he practices estate planning and asset protection law with Barth Calderon LLP and is involved in life insurance sales through Bentley Financial & Insurance Services. Secura Financial, LLC provides fee-based financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $320 million for about 673 clients through a team of seven advisors, employing tailored investment strategies based on fundamental and cyclical analysis.

Richard Ward is a CFA® charterholder with 18 years of industry experience. He has been with Curated Wealth Partners, LLC since 2018 and previously worked at Deutsche Bank from 2015 to 2018. Richard holds Series 63 and Series 65 licenses. Curated Wealth Partners serves ultra–high‑net‑worth individuals, families, and related entities by providing holistic wealth management and consulting across public and private markets. The firm offers customized advice with a focus on portfolio construction, manager selection, private market investing, and family office services.

Marcus Crawshaw is a financial advisor at The William Allan Corporation with 24 years of industry experience. He holds a Series 65 designation and has been with the firm since 2014. The William Allan Corporation provides investment advisory and planning services to individuals, high net worth clients, non-profits, trusts, and corporate accounts. The firm offers discretionary asset management, financial planning, and consulting, managing over $185 million in client assets with an approach that includes individualized account supervision, fundamental analysis, and a combination of long-term investing and selective short-term strategies.

Virginia Havens is a financial advisor at Ministry Partners Securities, LLC with 19 years of industry experience. She holds the Series 66 designation and has been with the firm since 2012. Ministry Partners Securities, LLC serves individuals, trusts, estates, churches, and faith-based organizations, offering financial planning and consulting with an explicitly Christian approach to stewardship. The firm incorporates clients’ religious or ethical values into investment recommendations and primarily refers clients to third-party asset managers while providing ongoing advice and planning services.

Christopher Blassick is a CFP® with eight years of industry experience, currently serving at Fort Point Capital Partners LLC. He previously worked at Camden Capital and Salem Partners. Blassick is also a managing director at Fort Point Capital, focusing on investment advisory services for high-net-worth clients. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm emphasizes risk management through global diversification, active oversight, tax-aware strategies, and operates a multi-series private investment program investing across alternative yield, growth equity, real estate, and credit strategies.