Norma Abarca is a CFP® certificant with eight years of industry experience. She has worked at JSF Financial, LLC and NewEdge Securities LLC since 2021, and previously spent seven years at Churchill Management Group. JSF Financial, LLC is a multi-team firm with 11 advisors that provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, trusts, pension plans, charitable organizations, and businesses. The firm employs a tailored approach using individualized discretionary accounts alongside model asset-allocation strategies and incorporates due diligence for third-party managers and private investment funds.

Jordan Kahn is a CFA® charterholder with 24 years of industry experience. He has been with HCR Wealth Advisors since 2015 and also serves as Chief Investment Officer of Ascendant Capital Management, LLC, a role he has held since 2014. HCR Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and other businesses. The firm uses a mix of fundamental and technical analysis, employing both long- and short-term strategies across a diverse range of investment vehicles.

Ira Ravitz is a financial advisor at Beverly Hills Private Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill Lynch for over a decade each. Beverly Hills Private Wealth, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm manages discretionary portfolios using a combination of asset-allocation frameworks and various analysis methods, and offers access to third-party sub-advisors through its SmartX platform.

Luhmen Tesoro is a financial advisor at Atlantic Investments A Registered Investment Advisor, Inc. with one year of industry experience. Prior to joining Atlantic Investments, Tesoro worked for the Department of Financial Protection & Innovation for 37 years. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm does not manage client assets directly but delivers financial plans, conducts periodic account reviews, and uses fundamental, technical, and cyclical analysis to guide investment decisions.

Amir Monsefi is a financial advisor at AIRE Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. He serves as an advisory board member of the Mar Vista Family Center, a charitable organization focused on supporting families. AIRE Advisors manages approximately $1 billion in client assets, serving individuals, family offices, employer retirement plans, and brokerage customers. The firm’s investment approach centers on strategic asset allocation and Modern Portfolio Theory, utilizing a diversified range of securities and third-party managers with ongoing monitoring and due diligence.

Grant Colin is a financial advisor at Monarch Wealth Strategies with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, Inc. and SES Inc. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting primarily to affluent individuals, families, trusts, and pension plans. The firm employs a combination of fundamental and technical research to manage portfolios using mutual funds, ETFs, individual securities, and alternative investments on a case-by-case basis.

Ralph Scott is a financial advisor at L & S Advisors, Inc. with 27 years of industry experience. He holds the Series 66 designation and has worked at L & S Advisors since 2006, previously spending several decades at Lippman Scott & Assoc. He serves as a board member of Cedar Sinai Hospital. L & S Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, trusts, businesses, and charitable organizations. The firm employs tactical and unconstrained strategies guided by macroeconomic analysis and offers access to private alternative investments alongside traditional portfolio management.

William Tanner is a financial advisor with AMI Asset Management Corp in Los Angeles, holding a Series 65 designation and over 25 years of industry experience. He has worked at AMI Asset Management since 1993 and previously spent 46 years with Tanner Mainstain Glynn & Johnson LLP. Outside of his advisory role, Mr. Tanner is an independent contractor for Ground Control Business Management, a tax consulting firm, and is a partner in two real estate investment partnerships. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, utilizing a fundamental, bottom-up research process across multiple equity and fixed-income strategies. The firm manages a diverse range of accounts and private pooled funds, with nearly $2 billion in assets under management and a focus on tailored investment solutions.

Romello Crowell is a financial advisor at Manhattan West Asset Management, LLC with one year of industry experience. He has held roles at several firms, including Antimatter and TSM 14, where he also works as an NBA agent and business manager outside of investment advisory. Manhattan West Asset Management provides advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to manage portfolios across public and private markets, offering a range of strategies including venture capital, private equity, and retirement plan consulting.

Philip Moston is a financial advisor at Tamar Securities, LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Osaic Wealth, Inc., Zephyr Investment Management, Wells Fargo, U.S. Bank, Citibank, and JP Morgan Chase. Tamar Securities, LLC serves individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector and quantitative analysis alongside bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Daniel Mock is a CFP® and holds a Series 65 license with 11 years of experience in wealth management. He has worked at FMB Wealth Management and FMB Retirement Services since 2014 and more recently at Indivisible Partners LLC. Outside of his advisory role, he serves as President of the Conejo Valley Estate Planning Council, volunteering in administrative and educational capacities. FMB Wealth Management is a team-based, SEC-registered RIA serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm emphasizes integrated wealth management through a long-term, diversified asset-allocation strategy focused on passive index funds and tax-aware investing.

Yim Ming Ng is a financial advisor at Confidence Wealth Management, Inc. in Los Angeles, CA, holding a Series 65 designation with seven years of industry experience. He has been with the firm, including its predecessor PLJ Advisors, since 2014. Outside of his advisory role, Ng provides caregiving support for a family member through an IHSS program. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities, managing approximately $344 million in discretionary assets. The firm offers tailored investment advice with a long-term, buy-and-hold approach, utilizing ETF/ETP strategies for diversification and downside protection, and employs sub-advisers and model managers to meet client objectives.

George Hamilton is a financial advisor at Hamilton Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services Advisors, Inc. from 2011 to 2017. Hamilton Wealth serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate clients by providing discretionary portfolio management and retirement plan consulting. The firm utilizes proprietary allocation models and offers a combination of wrap fee program sponsorship and retirement plan consulting services, along with a trading approach that includes borrowing in managed accounts.

Simon Liu is a financial advisor at RVW Wealth LLC with 19 years of industry experience. He has held positions at Harold Davidson & Associates and HCR Wealth Advisors before joining RVW Wealth in 2018. Liu holds the Series 65 designation and works out of Los Angeles, CA. RVW Wealth LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a fundamental research approach, generally allocating client portfolios between equity exposure through ETFs and mutual funds and fixed-income securities, with continuous supervision and at least annual portfolio reviews.

Sandra Bublitz is a CFP® with 43 years of industry experience, currently serving at Alliance Advisory & Securities, LLC since 1991. She also has a long tenure with IDS Life Insurance Company beginning in 1982. Alliance Advisory & Securities, LLC provides investment management and financial planning primarily to individual clients, including high-net-worth individuals, as well as trusts, pension plans, and charitable organizations. The firm employs diversified model allocations and modern portfolio theory with regular portfolio reviews and rebalancing.

Susan Maxey is a financial advisor at Seneca Private Wealth, LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Atlas Legacy Advisors LLC. Seneca Private Wealth, LLC offers investment and wealth management, financial planning, and retirement plan services to individuals, families, trusts, institutions, and corporations. The firm provides customized, risk-adjusted, tax-aware asset allocations combining active and passive strategies, and may recommend Independent Managers or private funds for eligible clients.

Ian Manongdo is a financial advisor at L & S Advisors, Inc. in Los Angeles, CA, holding a Series 65 credential with six years of industry experience. He has worked at L & S Advisors since 2016, with a brief tenure at Larry's from 2016 to 2018. L & S Advisors serves individuals, trusts and estates, charitable organizations, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tactical and unconstrained investment approach that includes fundamental, cyclical, and technical analysis across a range of strategies including equity, fixed income, alternatives, and options.

Steve Trinh is a financial advisor at Navalign, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Carter Jacobs, LLC for three years before joining Navalign in 2018. Outside of advising, he is an investor in a restaurant and dedicates significant time to this hospitality venture. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for around 677 clients and employs a range of investment strategies, including the use of margin borrowing and options trading, combined with ERISA 3(38) pension consulting and corporate-level financial services.

Michael Karapetian is a financial advisor at Lazari Capital Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Honey Badger Capital LLC, Lyndhurst Securities, Kovack Securities, and Lazari Asset Management. Outside of his advisory work, Karapetian serves as president of the Karapetian Animal Rescue Environment Foundation, a nonprofit focused on animal rescue, environmental conservation, and community outreach, and holds trustee roles at Moravian University and Merlin Tuttle’s Bat Conservation. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting to individuals, trusts, high-net-worth clients, corporations, and private funds. The firm utilizes a broad investment approach incorporating fundamental, technical, cyclical, and quantitative analysis, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

Lin Chun Liu is a financial advisor at L & S Advisors, Inc. with 17 years of industry experience. She holds a Series 65 designation and has been with L & S Advisors since 2009. L & S Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm employs tactical and unconstrained strategies based on macroeconomic and monetary-cycle analysis, offering a range of equity, fixed-income, and alternative investment approaches.