David Dewolf is a Certified Financial Planner® with 20 years of industry experience. He is currently with Quantum Financial Advisors, LLC, where he has worked since 2022. Prior to that, he spent 10 years at Abacus Wealth Partners, LLC. 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 favoring mutual funds, ETFs, and separately managed accounts, and offers both Total Market and Sustainable strategies using institutional-class funds and active transparent ETFs.

William Moffly is a financial advisor at Validus Capital LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Black Knight Financial Services, PennyMac Financial Services, and Bank of America. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients. The firm manages approximately $2.54 billion in assets, offering customized long-term portfolios that include mutual funds, separately managed accounts, ETFs, individual equities, alternative investments, and fixed income, along with comprehensive family office support.

I became a financial planner because of the lack of financial literacy in my community and I wanted to help change that. With over 12 years of industry experience, I specialize in helping Gen X, Millennial and Gen Z adults with their money. I support people as they navigate their financial decisions, offering guidance that’s rooted in empathy and simplicity. When I'm not working with clients, I'm at home with my wife, daughter, and two rescue dogs. I'm passionate about DIY projects—home improvement, woodworking, crafting cocktails, and modifying cars. Currently, I'm swapping the engine in a 1985 Pontiac Firebird, the car I drove in high school. My firm Casita incorporates a behavioral based approach to financial planning that blends the psychology of finance with traditional financial planning. We create financial plans that are aligned with your core values, emotions, and money behaviors to ensure effectiveness and impact.

Nicholas Gutierrez is a financial advisor at JSF Financial, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at NewEdge Securities, Westlake Financial, and in various other roles including at In-n-Out Burger and J. Crew. JSF Financial provides discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm manages approximately $1.73 billion in client assets and employs dynamic asset allocation, model portfolios, and quantitative analysis as part of its investment approach.

Scott Shagrin is a financial advisor with Beverly Hills Private Wealth, LLC, holding a CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including prior roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He has been with Beverly Hills Private Wealth since 2022. Beverly Hills Private Wealth 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 a range of strategies across public and private securities.

Craig Morse is a financial advisor at Jeppson Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services and Tru Independence Asset Management. Outside of his advisory role, Morse works as a real estate broker for personal and family transactions and writes scripts for film development. Jeppson Wealth Management provides discretionary investment management, wealth management, and financial planning to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm tailors portfolios to clients’ risk tolerances and objectives, employing both fundamental and technical analysis in security selection and managing approximately $763 million in client assets.

Sky Rylant is a financial advisor at Westside Investment Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Westside since 2012. Westside Investment Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charities, and plan sponsors. The firm employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, options, and derivatives, and participates in specialized third-party programs such as SEI’s Managed Accounts Program.

Jade Eagles is a financial advisor at The WealthGarden F.S. LLC with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including TIAA-CREF and Northwest Asset Management. She is co-owner and co-host of the podcast and video series Cover Your Assets, which focuses on divorce financial planning. The WealthGarden F.S. LLC provides investment management, financial planning, and consulting services primarily to individual and high-net-worth clients, as well as to trusts, estates, and charitable organizations. The firm customizes portfolios based on client goals and risk tolerance, using diversified allocations and regular account reviews.

Britt Joyce is a CFA® charterholder with 11 years of industry experience. He has worked at Regatta Capital Group, LLC since 2016. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm uses a long-term, fundamental analysis approach to portfolio construction and offers a range of services including wealth management, financial planning, retirement plan advisory, and digital-asset account facilitation.

Kevin Harnischfeger is a financial advisor at Validus Capital LLC with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including Camden Capital, LLC and New Century Capital Partners. Prior to entering the advisory industry, he was affiliated with SUNY New Paltz. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm manages approximately $2.54 billion in assets, focusing on customized, primarily long-term portfolios using a range of investment vehicles and integrated family office services.

Steven Weinberger is a financial advisor with HCR Wealth Advisors in Los Angeles, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at HCR Wealth Advisors since 1999 and has been associated with Investment Security Corporation since 2002. HCR Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis to implement portfolios on a discretionary basis and manages nearly $2 billion in client assets across ten advisors.

Judith Lu is a financial advisor at Blue Zone Wealth Advisors, LLC with 16 years of industry experience. She holds the Series 66 designation and previously worked at Miracle Mile Advisors, LLC. In addition to her advisory role, she is also licensed as an insurance agent in Los Angeles, CA. Blue Zone Wealth Advisors is an SEC-registered advisory team serving individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm manages approximately $565 million across 170 client relationships, offering portfolio management, financial planning, and retirement consulting. Their investment approach includes tailored asset allocation using various analytic methods and the management of private pooled vehicles and special-purpose funds.

Crystal Oculee is a financial advisor with Confidence Wealth Management, Inc. in Los Angeles, holding a Series 65 credential and bringing 15 years of industry experience. She has worked with Parson Latimer & Judge, LLC and has served as CFO of an affiliated insurance agency. Oculee is also an author and public speaker focusing on financial planning and retirement goals for women. Confidence Wealth Management, Inc. serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities, managing approximately $454 million. The firm combines proprietary model portfolios, third-party managers, and a mix of passive ETFs and actively managed mutual funds, with an emphasis on risk management and diversification.

Michael Jeppson is a financial advisor at Jeppson Wealth Management, LLC with 40 years of industry experience. He has held positions at firms including Raymond James Financial Services and Bank of America. Jeppson holds Series 63 and Series 65 licenses. Jeppson Wealth Management is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides wealth management, financial planning, and portfolio management services, typically managing client portfolios on a discretionary basis with a mix of individual securities, mutual funds, ETFs, and independent managers.

Jeffrey Locke is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is currently with AWM Capital, LLC, where he has worked since 2023. Prior to this, he held roles at Five Oceans Advisors and has a background that includes various positions in professional sports organizations. Locke serves as Treasurer and Board Member for The 3rd Decade, a nonprofit providing financial education and mentoring to underserved populations. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm manages approximately $1.15 billion through a multi-team staff of 24 advisors, focusing on liability-driven investing and asset allocation using an open-architecture platform.

Darius Gagne is a CFP® with 20 years of experience in the financial advisory industry. He has worked at Quantum Financial Advisors, LLC since 2022 and previously spent a decade at Abacus Wealth Partners, LLC. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process emphasizing mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable strategies that incorporate environmental rankings and institutional-class investment vehicles.

Francois Viljoen is a financial advisor at IFC Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies and is notable for operating and advising special purpose vehicles and private fund vehicles.

Matthew Marshall is a financial advisor with Arrowroot Family Office, LLC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. His prior roles include positions at Kestra Advisory Services, Kestra Investment Services, Osaic Wealth, and SAGEPOINT FINANCIAL. Outside of advisory work, he is an accountant preparing tax returns through his other business, Medical Accounting Service, Inc. Arrowroot Family Office provides wealth management and multi-family office services to a diverse client base, including individuals, families, pension plans, and charitable organizations. The firm focuses on customized asset allocation using advanced analytics and offers a broad range of services from portfolio management to family governance and philanthropic planning.

Kelly Volk is a Series 66-registered advisor at Ocean Path Advisors, LLC with one year of industry experience. Prior to joining Ocean Path Advisors, Volk worked at Fidelity Investments and held positions at Ernst & Young and KPMG LLP. Ocean Path Advisors provides ongoing portfolio management to individuals, high-net-worth clients, charitable organizations, and business entities, using investment policies tailored to each client’s goals, tax situation, and risk tolerance. The firm emphasizes broadly diversified, low-cost indexed investments alongside long-term trading, and employs margin and options strategies in certain accounts.

Ryan Brouillette is a financial advisor at L & S Advisors, Inc. in Los Angeles, CA, with 22 years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Kayne Anderson Capital Advisors, L.P. for 12 years. Ryan joined L & S Advisors in 2026. L & S Advisors serves individuals, trusts and estates, charitable organizations, businesses, and retirement plans by providing 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, along with options strategies and access to alternative investments.