Edward Johnson is a CFP®-credentialed financial advisor with 33 years of industry experience. He has been with California Financial Partners, Inc. since 2004. California Financial Partners provides financial planning and consulting services to individuals, business entities, and retirement plans. The firm follows a structured planning process and employs fundamental analysis and public research sources in evaluating investments, without managing client assets or engaging in discretionary portfolio management.

Michael Galanowsky is a CFA® charterholder based in Los Angeles, CA, with 10 years of industry experience. He is currently with Manhattan West Asset Management, LLC, a firm where he has worked since 2022, and previously spent seven years at One Capital Management. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm employs a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis with strategic asset allocation across various investment strategies and manages over $1 billion in discretionary assets.

Bryan Molinar is a CFP® with 10 years of industry experience, currently serving at Seneca Private Wealth, LLC. His prior experience includes roles at Atlas Legacy Advisors LLC, Wells Fargo Clearing, and UBS Financial Services. Seneca Private Wealth, LLC provides investment and wealth management, financial planning, and retirement plan services to individuals, families, trusts, institutions, and corporations. The firm offers customized, risk-adjusted, tax-aware asset allocations combining active and passive strategies, and may recommend Independent Managers or private funds for eligible clients.

Michael Partlow is a financial advisor at Navalign, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Monarch Wealth Strategies, Fidelity Investments, TD Ameritrade, and LPL Financial. Navalign advises individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary asset management and financial planning services, utilizing a range of investment approaches including derivatives and margin, with an emphasis on continuous, tailored portfolio supervision.

Jonathan Dash is a Series 65-licensed advisor at Dash Investments with 21 years of industry experience. He has been involved with Dash Acquisitions LLC since 2004. Dash Investments provides discretionary portfolio management and comprehensive financial planning primarily to high-net-worth individuals, estates, and trusts with a focus on accounts of at least $1 million. The firm employs a long-term, value-oriented investment approach, concentrating on a limited number of industries, and integrates tax planning and estate services into its advisory relationships.

Elan Solomon is a financial advisor at Evolve Private Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at One Capital Management, LLC, Regents Capital Corporation, Chapman University, Ambry Genetics, and Redica Systems. 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 long-term, fundamentally driven investment approach that includes diversified portfolios, alternative investments, and the use of AI decision-support tools.

Ben Emons is a financial advisor at Highline Wealth Partners with six years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Emons founded FedWatch Advisors, where he serves as CIO, providing outsourced CIO services and customized model portfolio construction for a variety of institutional clients. He also contributes to Bloomberg’s Odd Lots newsletter and serves as an adjunct professor at the University of Southern California, teaching finance and macroeconomics while advising the USC Career Center. Highline Wealth Partners is a registered investment adviser serving individuals, trusts, foundations, retirement plans, and business entities. The firm offers investment management, financial planning, family office services, corporate retirement plan consulting, real estate advisory, and cash management, with portfolio decisions centralized through an Investment Committee and a range of educational services for clients.

Kyle Paben is a financial advisor at AR Asset Management, Inc. with seven 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., where he oversees development, finances, and general progress, and a partner in Green Team Holdings, a real estate holding company. AR Asset Management, Inc. provides discretionary portfolio management to individuals, trusts, estates, charities, corporations, and pooled investment vehicles, managing approximately $702 million in assets. The firm employs a fundamentally driven, long-term investment approach with an emphasis on large-cap common stocks, tax-aware portfolio construction, and fixed income laddering, and also sponsors private funds managed by an affiliated general partner.

Jonathan Gerber is a financial advisor at RVW Wealth LLC in Los Angeles, CA, with 22 years of industry experience. He holds a Series 65 designation and has worked at RVW Investing LLC and Gerber & Co. for the past 20 years. Gerber serves on the boards of two nonprofit organizations, the Zeitz Foundation and Bnei Akiva of Los Angeles. RVW Wealth provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a fundamental research approach, allocating portfolios primarily between equity ETFs and mutual funds and fixed-income securities, with continuous supervision and at least annual reviews.

Sy Lippman is a financial advisor with L & S Advisors, Inc. in Los Angeles, holding a Series 66 designation and 27 years of industry experience. He previously worked at Lippman, Scott & Associates for 38 years. Lippman is also a general partner and passive investor in Anthem Leasing Associates. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach across a variety of strategies and asset classes, including active use of derivatives and margin within managed accounts.

Mcginnis Mccoy is a financial advisor with Prism Advisors, Inc. in Studio City, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work includes 14 years at Wells Fargo Advisors Financial Network, LLC and nine years at Personal Resources Investment and Strategic Management, Inc. Outside of advising, he serves as president of the 8-Ball Flying Club and is a board member of The Luv U Project, a charitable organization focused on mental health. Prism Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, financial planning, retirement plan consulting, and legacy asset management. The firm combines fundamental and sector analysis with strategic asset allocation across traditional and alternative investments and is notable for sponsoring its own wrap fee program and permitting margin use in managed accounts.

Donald Bessler is a financial advisor at Windward Capital Management Company in Los Angeles, CA, holding Series 63, 65, and 66 designations with 23 years of industry experience. He has worked at Windward Capital Management Company since 2004 and served as Chief Investment Officer and Portfolio Manager since 2012. Prior to Windward, Bessler was employed at S.L. Reed & Company and First American Capital Management, Inc. Windward Capital Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, providing discretionary portfolio management, pension consulting, and sub-advisory services. The firm utilizes firm-developed model portfolios and a variety of equity and fixed-income strategies, managing a relatively large asset base with a small advisory team.

Edward Kahn is a financial advisor at Evolve Private Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sanctuary Advisors, LLC, Sanctuary Securities, Inc., and Wells Fargo Clearing. Kahn is also a licensed insurance agent involved with Evolve Wealth Insurance LLC and serves as managing member of SLKahn, 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 with a team of 17 advisors and employs a fundamental, long-term investment approach utilizing diversified portfolios including mutual funds, ETFs, equities, bonds, alternative investments, and derivatives, supported by third-party AI tools.

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.

Andrew Zamfotis is a CFA® charterholder with 11 years of experience in the financial industry. He has been with AMI Asset Management Corp since 2015, working as part of a nine-advisor team based in Los Angeles, CA. AMI Asset Management provides discretionary portfolio management to a diverse client base, including high net worth individuals and institutional investors. The firm employs a fundamental, bottom-up research approach across multiple equity and fixed-income strategies and manages approximately $1.925 billion in discretionary assets as of October 31, 2025.

Bryan Lee is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has worked at Blue Zone Wealth Management, LLC since 2020 and previously spent seven years at Private Management Group. 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, retirement plans, and business entities, offering portfolio management, financial planning, and retirement consulting. It employs diverse analytic methods and manages private pooled vehicles and special-purpose funds, providing specialized planning services such as cost segregation studies and corporate-structure guidance.

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.

Debora Nunez is a financial advisor at L & S Advisors, Inc in Los Angeles, CA, with six years of industry experience. She has been with L & S Advisors since 2016. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach across a variety of strategies and asset classes, including active use of derivatives and margin in managed accounts.

Eric Dizon is a financial advisor with Providence Financial and Insurances, Inc. in Woodland Hills, CA, holding Series 63 and Series 66 licenses and 16 years of industry experience. His career includes roles at Edward Jones, Pacific Premier Insurance, and Wells Fargo Investments, among others, spanning both investment and insurance sectors. Providence Financial and Insurance Services is a team investment adviser serving individual and high-net-worth clients with discretionary investment management, comprehensive financial and estate planning, and insurance brokerage services. The firm employs a buy-and-hold investment strategy focused on income-producing securities and offers estate-planning legal services through an affiliated in-house legal practice.

Jason Thomas is a CFA® charterholder with 13 years of industry experience, currently serving as the sole advisor at Portfolio Design Labs, LLC since 2021. He previously worked at AssetMark and AssetMark Brokerage from 2014 to 2021. Outside of his advisory role, he founded Capital Markets Research & Strategy LLC, an investment research business focused on capital markets and strategy analysis. Portfolio Design Labs, LLC provides portfolio management and related advisory services primarily to individual and high-net-worth clients through separately managed accounts. The firm is notable for its solo advisor model overseeing approximately $502 million in assets across about 423 clients, with a focus on performance-based fee arrangements and the use of leverage in some accounts.