Kevin Sacre is a financial advisor with Atlantic Investments a Registered Investment Advisor, Inc. in Los Angeles, CA, holding a Series 65 designation and 11 years of industry experience. He has worked at Atlantic Investments since 2015 and Atlantic Financial Services, Inc. since 2017. Outside of financial services, Sacre owns Sacre Images, a photography business established in 2010. 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 offers services including retirement planning, cash-flow and tax reviews, estate planning modules, and referrals to other professionals.

Justin Renteria is a financial advisor with Flagstar Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and eight years of industry experience. His career includes roles at CNR Securities, LLC, City National Rochdale, MML Investors Services, LLC, and Massachusetts Mutual Life Insurance Company. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages discretionary accounts across various asset classes and employs a multi-manager approach supported by Envestnet PMC.

Harley Wedgbury is a CFP® with 26 years of industry experience, currently serving at California Financial Partners, Inc. since 2001. He also maintains a concurrent affiliation with LPL Financial. California Financial Partners provides financial planning and consulting services to individuals, business entities, and pension and profit-sharing plans, focusing on cash flow, retirement, tax, insurance, and estate planning. The firm follows a structured planning process and relies on fundamental analysis and public research sources in evaluating investments, without managing client assets or providing discretionary portfolio management.

Brent Donovan is a financial advisor at Grant Tani Barash & Altman, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Geneos Wealth Management, Inc. and Hightower Securities. Outside of his advisory role, he is president of MAD Donovan Inc. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and various institutions. The firm offers bundled business-management services alongside customized asset allocation and acts as a multi-family office liaison, providing both investment recommendations and due diligence on third-party managers.

Aram Urfalyan is a CFP® and ChFC® credentialed financial advisor at Acrylic Financial, Inc. with 11 years of industry experience. His prior roles include positions at Pruco Securities, LLC and J.P. Morgan Securities. Outside of his advisory work, he serves as CEO of Paper Tycoon Inc. and is licensed as a realtor and notary. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles. The firm employs a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management alongside one-time and ongoing planning.

Kevin Kiely is a financial advisor at Checchi Capital Advisers, LLC with a Series 65 credential and two years of industry experience. Prior to joining Checchi Capital Advisers in 2021, he worked at Deloitte and held positions at Berry Global and Southern Methodist University. Checchi Capital Advisers provides discretionary portfolio management for high-net-worth individuals, institutional clients, and pooled funds. The firm uses a quantitatively driven investment process, employing proprietary models and diversified portfolios with an emphasis on tax optimization and cost reduction.

Zev Fried is a financial advisor at JSF Financial, LLC in Los Angeles, CA, with 16 years of industry experience. He holds the Series 66 designation and has worked at Mid Atlantic Capital Corporation since 2010, alongside his tenure at JSF Financial beginning in 2008. Fried is also president of AJLH Inc., a pass-through entity established for commission management. JSF Financial provides discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm employs dynamic asset allocation, model portfolios, and quantitative analysis to customize investment strategies and manages approximately $1.73 billion in client assets.

Riley Maher is a financial advisor at Elwood & Goetz Wealth Advisory Group, LLC with 23 years of industry experience. He held a position at Penta Investment Counsel LLC from 2003 until 2026 before joining his current firm. Maher holds Series 63 and Series 65 designations. Elwood & Goetz provides fee-only investment management and comprehensive financial planning services to affluent and emerging-affluent individuals, families, trusts, estates, business owners, and sponsors of corporate retirement plans. The firm emphasizes Modern Portfolio Theory, global diversification, and predominantly passive implementation using index funds and ETFs, combining this approach with institutional retirement-plan fiduciary services and operational practices such as account aggregation through held-away platforms.

Elizabeth Isaacs is a financial advisor at MBM Wealth Consultants, LLC with 14 years of industry experience. She previously worked at Edward Jones and Lincoln Financial Advisors Corporation. Isaacs holds Series 63 and Series 66 designations. MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets through tailored model portfolios that include equity and debt securities, ETFs, options, and other investment vehicles, combining fundamental, technical, and cyclical analysis.

Turkessa Ferrer Babich is a financial advisor at Westside Financial Advisors LLC with four years of industry experience. She has been with Westside Financial since 2021 and also runs an entertainment company. 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 other businesses. The firm employs a primarily passive, asset-class-based investment approach using index mutual funds and ETFs, supplemented by fundamental and technical analysis.

David Thomsen is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, with 21 years of industry experience. He has been with SFE Investment Counsel since 2007. Mr. Thomsen holds Series 63 and Series 65 licenses and volunteers at the New Center for PsychoAnalysis, a school for mental health professionals, dedicating about 10% of his time since 2009. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients, providing investment supervisory services through separately managed accounts and model portfolios. The firm emphasizes asset allocation and a total-return approach with concentrated equity positions, blending fundamental, technical, and cyclical analysis alongside fixed-income laddering to manage risk.

Christian Sessing is a CFA® charterholder with 21 years of industry experience, currently serving at AMI Asset Management Corp since 2005. He holds Series 63 and Series 66 licenses and works from the firm's Los Angeles office as part of a nine-advisor team. AMI Asset Management provides discretionary portfolio management to a diverse client base, including high net worth individuals, institutions, and private pooled funds. The firm employs a fundamental, bottom-up research approach across multiple equity and fixed-income strategies and is notable for its role as a private fund adviser and manager of pooled vehicles.

Barbara Abundiz is a CFP® with 17 years of industry experience, currently serving as an advisor at Horizon Wealth Management. She has previously worked at The Heymont Group and Heymont & Company, Inc., and has been associated with LPL Financial since 2008. In addition to her advisory role, she is involved with BABS MICHAEL, LLC, a non-investment-related business entity. Horizon Wealth Management is an SEC-registered firm that serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fiduciary investment management using diversified portfolios and provides financial planning and retirement-plan advisory services.

Cassidy Plair is a financial advisor at Sustainable Advisors Alliance LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, Cassidy worked at Bunkley Investment & Management Company and has academic experience from the University of Houston and the University of Southern California. Sustainable Advisors Alliance, LLC provides portfolio management, financial planning, annuity management, and employee benefit plan services to individuals, retirement plans, corporations, and nonprofit entities. The firm focuses on sustainable, responsible, and impact investing using ESG criteria, combining active and passive strategies, direct indexing, and sub-advisors to tailor portfolios to client goals and preferences.

Justin Van Orden is a financial advisor at Prism Advisors, Inc. with two years of industry experience. He holds the Series 65 designation and has prior experience at Gingold & Company and EFE, Inc. Prism Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities with services including 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 it sponsors its own wrap fee program that allows the use of margin in managed accounts.

Scott Swanson is a Certified Financial Planner® (CFP®) with 10 years of industry experience. He has been with Quantum Financial Advisors, LLC since 2022 and previously worked at Abacus Wealth Partners, LLC for seven 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 employs an asset-class, rules-based investment process that emphasizes mutual funds, ETFs, and separately managed accounts, offering both a Total Market and a Sustainable strategy using institutional-class funds and active transparent ETFs.

Nick Nejad is a CFA® charterholder with eight years of industry experience. He has worked at Beverly Hills Private Wealth, LLC since 2023 and previously held roles at KCS Wealth Advisory and Hotchkis & Wiley Capital Management. 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 asset-allocation frameworks and a combination of fundamental, technical, quantitative, and sector analyses, employing strategies across public and private securities.

Lameck Lukanga is a CFP® professional with 11 years of industry experience, currently serving at Life Line Wealth Management LLC. He has held roles at affiliated entities including Life Line Holdings, Inc. and Life Line Financial Group since 2011. Lukanga is also a member manager of Life Line Financial Group, a firm providing tax preparation, business management, and accounting services. Life Line Wealth Management offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, and privately held small businesses. The firm employs a Modern Portfolio Theory-based approach with a buy-and-hold strategy, focusing on asset allocation through primarily passive ETFs and customized portfolios managed mostly on a discretionary basis.

Daniel Itzhaki is a financial advisor with Tamar Securities, LLC, holding a Series 65 designation and six years of industry experience. He has been with Tamar Securities since 2020 and previously worked at Moorpark College and LI Investments, LLC. He also has experience in education, having worked at California State University, Northridge and Yeshiva University High School. Tamar Securities, LLC provides discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.52 billion in discretionary assets and serves about 4,198 clients through a multi-advisor team of 17, utilizing proprietary model programs that combine global value and sector analysis with qualitative and quantitative screening.

Aaron Morris is a financial advisor at Highline Wealth Partners with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charlesworth & Rugg, Inc, DFPG Investments Inc, and United Planners' Financial Services. He serves as Vice Chair of the San Fernando Community Health Center and is a board member of the Community OUTreach Alliance. 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, and other financial advisory services, with portfolio decisions centralized through an Investment Committee.