Michael Jeppson is a financial advisor at Jeppson Wealth Management, LLC with one year of industry experience. He holds Series 65 and Series 66 licenses and founded Health Inspecta LLC, a health app that evaluates food and cosmetics for unhealthy ingredients. Jeppson Wealth Management is an SEC-registered firm serving individuals, pension plans, trusts, and various organizations. The firm provides wealth management, financial planning, and portfolio management services, typically managing client portfolios on a discretionary basis using fundamental and technical analysis and incorporating independent managers’ strategies.

Rem Oculee is a financial advisor at Confidence Wealth Management, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has served as CEO of multiple companies, including 3rd Delta, Inc., a marketing operations firm, Exit Mindset, LLC, which focuses on authorship of business growth strategies, and 9Q Ventures, LLC, a venture capital company. He also oversees insurance agencies affiliated with his firm. Confidence Wealth Management, Inc. manages approximately $454 million for individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities through a team of nine advisors. The firm employs proprietary model portfolios combined with third-party managers to implement diverse investment strategies, emphasizing risk management and diversification.

Tracy Shemano is a financial advisor at Quantum Financial Advisors, LLC in Santa Monica, CA, with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Abacus Wealth Partners for four years and operated Shemano Home for ten years. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses an asset-class, rules-based investment process with a focus on mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable strategies that incorporate factor tilts and institutional-class investment options.

Roque Wicker is the sole advisor at Westside Financial Advisors LLC in Los Angeles, California, with two years of industry experience. He is also the President and CEO of CT Watch Inc., a defense contractor he has led since 2008. Westside Financial Advisors LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, including high net worth clients, as well as corporations and businesses. The firm employs a primarily passive, asset-class-based investment approach supplemented by fundamental and technical analysis, and may use sub-advisory services to implement client portfolios.

Jason Vanclef is a financial advisor with Chicago Capital Management Advisors, LLC, holding a Series 66 credential and over 20 years of industry experience. He has held positions at several firms, including American Trust Investment Services, Inc., Delta Investment Management, LLC, and VFG Advisors, Inc. Outside of advisory work, he is the author of the book *My Wealth Code* and is involved in a software development venture related to gaming applications. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services for individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment approach with a range of model strategies tailored to client risk profiles and incorporates derivatives and outside managers as part of its solutions.

Brad Feldman is a financial advisor at Pasadena Private Wealth, LLC with four years of industry experience. He holds the Series 65 and Series 63 credentials. In addition to his advisory role, Feldman is an adjunct professor at California State University, where he teaches courses on entrepreneurship, project management, and innovation. He is also a co-owner of MedSense Labs, LLC, which develops a smart dental night guard with a companion mobile app to monitor and reduce bruxism. Pasadena Private Wealth is a multi-team registered investment adviser managing approximately $1.61 billion in assets, serving individuals, high-net-worth families, trusts, pension plans, and corporate clients. The firm employs fundamental analysis and a generally long-term investment approach, offering services that include discretionary asset management, financial planning, retirement plan consulting, and portfolio monitoring.

Kristina Zimmerman is a financial advisor at Lazari Capital Management, Inc. with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Lyndhurst Securities, Kovack Securities, and LPL Financial. Outside of her advisory role, she is president of Glasswing Consulting, Inc., a company providing business, operational, and compliance support to broker/dealers, RIAs, and fund companies. Lazari Capital Management offers portfolio management, financial and estate planning, and pension consulting to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and a private fund. The firm employs a diverse investment approach that includes fundamental, technical, cyclical, and quantitative analysis and manages accounts with regular monitoring and reviews.

Gregory Kushner is a financial advisor at IDB Lido Wealth, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at multiple related firms, including Lido Advisors and Oakhurst Advisors. Outside of his advisory roles, he is the founder and president of Lido Consulting Group, LLC, which provides consulting and educational services to family offices. IDB Lido Wealth, LLC serves high-net-worth individuals, family offices, pensions, and other institutional clients with an integrated wealth management approach that includes multi-asset allocations and utilizes affiliated sub-advisers. The firm is jointly owned by Lido Advisors and Israel Discount Bank of New York and offers discretionary investment management as well as financial planning and fiduciary services.

Nicole Vong is a financial advisor at Pasadena Private Wealth, LLC with a Series 66 designation and four years of industry experience. Prior to joining Pasadena Private Wealth, she held positions at GT Securities, Commonwealth Financial Network, Sterling Wealth Partners, and Ameriprise Financial Services. Pasadena Private Wealth is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, and corporate clients. The firm uses fundamental analysis and a long-term investment approach, offering discretionary and non-discretionary asset management, financial planning, retirement plan consulting, and portfolio monitoring.

Rebecca Shaw is a financial advisor at Serenus Wealth Advisors, LLC in Santa Monica, CA, holding Series 63 and Series 66 licenses with six years of industry experience. Her prior roles include positions at Certuity, LLC, Sanford C. Bernstein & Co., General Dynamics Mission Systems, and JP Morgan Chase & Co. Serenus Wealth Advisors is an SEC-registered firm serving individual and high-net-worth clients with comprehensive portfolio management and financial planning. The firm employs a diverse investment approach that incorporates fundamental and technical analysis, quantitative models, and third-party manager due diligence, focusing on asset allocation and risk alignment.

Christy Charles is a CFP® with 2 years of industry experience, currently serving as a financial advisor at Validus Capital LLC. Prior to joining Validus Capital in 2022, she worked at Camden Capital, LLC from 2014 to 2022. Validus Capital provides wealth management, investment management, financial planning, legacy planning, and family office services primarily to high net worth and ultra-high net worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm constructs customized portfolios using a mix of fundamental and quantitative analysis with a primarily long-term orientation, and it also acts as investment supervisor to exempt private funds and pooled vehicles.

Kelly Sueoka is a financial advisor with RVW Wealth LLC in Los Angeles, CA. He holds Series 66 and Series 65 licenses and has eight years of industry experience. His prior experience includes roles at RVW Investing, LLC and as a self-employed advisor. RVW Wealth LLC provides discretionary investment management, financial planning, and related advisory services to a diverse client base, including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental research approach and primarily uses ETFs, mutual funds, and fixed-income securities in client portfolios.

Lianna Kzirian is a financial advisor at Pacific Global Investment Management Company holding a Series 65 designation. She has been with the firm since 2016 and has 10 years of industry experience. Pacific Global serves individual investors—including both high-net-worth and non-HNW clients—pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm’s investment approach is based on fundamental research and a proprietary screening process, with a value-oriented or core equity style and total return fixed-income management.

Diane Vanaman is a financial advisor at Prism Advisors, Inc. with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Personal Resources Investment & Strategic Management, Inc. since 2017 and Wells Fargo Advisors from 2003 to 2017. Outside of her advisory role, she serves as a notary public in California. Prism Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting through a wrap fee program that incorporates a range of investment strategies and multi-asset allocation.

Scott Sommers is a financial advisor at First Financial Consulting in Pasadena, CA, with 23 years of industry experience. He holds the ChFC® designation and Series 63 license. Sommers has worked at Financial Resources Consulting Group since 2000. First Financial Consulting provides financial planning and investment consulting services to individuals, families, trusts, estates, and closely held businesses. The firm offers customizable services focused on retirement planning, tax and cash-flow analysis, estate planning, and business succession, operating primarily on a non-discretionary basis without taking custody of client assets.

Lucas Franco is a financial advisor with Oder Investment Management, LLC, holding 23 years of industry experience. He has been with Oder Investment Management since 2002, including its prior iteration as Oder & Stewart Investment Management, and also has a role at Whitetail Properties. Outside of finance, he is involved in wine production and sales through his operations role at Gogi Wines, Inc. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors with discretionary investment management, financial planning, and retirement-plan consulting. The firm applies Modern Portfolio Theory with a combination of active and passive management and global diversification, managing approximately $366.7 million across about 180 clients with a four-person advisory team.

Ying Tang is an investment adviser representative at Globalink Wealth Management, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with various Globalink entities since 2012. Outside of advisory services, she is also a fixed insurance product agent and accounting manager at Globalink Insurance Services. Globalink Wealth Management, LLC provides tailored advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diverse investment approach including charting, cyclical, fundamental, and technical analysis, and offers both discretionary and non-discretionary portfolio management.

Craig Thomas is a Series 66-licensed financial advisor at IFC Advisors LLC with three years of industry experience. Before joining IFC Advisors in 2024, he was with Wells Fargo Clearing for one year and spent a decade as a self-employed securities trader. 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 employs a tax- and cost-focused asset allocation approach combining active and passive strategies across multiple asset classes, integrating third-party independent managers and alternative investments for qualified clients within a comprehensive wealth management program.

Millu Ramirez is a CFP® professional at Highline Wealth Partners with 13 years of industry experience. She has previously worked at UWM Insurance Services, Urban Wealth Management, and Steel Peak Wealth Management. Ramirez is also licensed as a California insurance agent and offers fixed insurance products to clients. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities with investment management, financial planning, family office services, and corporate retirement plan consulting. The firm uses a centralized Investment Committee to manage portfolios and provides educational workshops and comprehensive support services.

Javier Orozco is a financial advisor with Tamar Securities, LLC, holding Series 63 and Series 66 credentials and over 30 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Morgan Stanley, TD Ameritrade, and Scottrade, among others. Tamar Securities, LLC advises 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.