Zachary Schneider is a Series 65-licensed financial advisor with three years of industry experience. He is affiliated with IDB Lido Wealth, LLC and Lido Advisors, LLC, having worked in related financial services roles since 2012, including a decade at 1st Fidelity Loan Servicing. IDB Lido Wealth, LLC is a SEC-registered adviser jointly owned by Lido Advisors and Israel Discount Bank of New York, providing investment management, financial planning, and family office services to a range of clients including high-net-worth individuals, family offices, and institutional entities. The firm employs a multi-asset, integrated wealth management approach and operates with a significant affiliate network and sub-advisory relationships.

David Lauritzen is a financial advisor with Confidence Wealth Management, Inc. in Van Nuys, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior work includes roles at NY Life Securities LLC, New York Life, Fidelity Investments, and Fidelity Personal and Workplace Advisors. Outside of finance, he is a partner in a children’s entertainment and birthday party planning business. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm manages approximately $344 million in discretionary assets and offers portfolio management, financial planning, and retirement plan consulting with a generally long-term, buy-and-hold investment approach that includes ETF/ETP-based strategies for diversification and downside protection.

Charles Coleman is a financial advisor at Pasadena Private Wealth, LLC with 12 years of industry experience. He holds the Series 65 designation and has previously worked at Dorsey, Wright and Associates, LLC and Holly Street Wealth Advisors. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, offering discretionary and non-discretionary asset management, financial planning, retirement plan consulting, and other services. The firm’s investment approach combines fundamental analysis and long-term portfolio construction with flexibility for shorter-term trading and includes a range of asset classes such as ETFs, mutual funds, individual securities, fixed income, digital assets, and alternative strategies.

Stacey Panenhanouvong is a CFP® with 10 years of industry experience, currently serving as a financial advisor at HCR Wealth Advisors. Her prior roles include positions at Validus Capital LLC and Charles Schwab, where she worked for several years across multiple capacities. 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 employs a combination of fundamental and technical analysis with long- and short-term strategies, managing nearly $2 billion in client assets across a team of ten advisors.

Lee Weinstein is a financial advisor at Innovative Wealth Building LLC with one year of industry experience. He has previously worked at Marcum and has been associated with LMW Financial since 2013. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a long-term investment approach guided by fundamental analysis and modern portfolio theory and offers tailored investment programs with regular monitoring and reporting.

Jesse Picunko is a CFA® charterholder with eight years of industry experience. He has worked at RVW Wealth LLC since 2019 and previously held roles at Merrill Lynch and Bank of America. RVW Wealth LLC provides discretionary investment management to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a fundamental research approach, focusing on ETFs and mutual funds for equities and fixed income, and maintains active portfolio supervision through a team of investment professionals.

Christian Johnson is a financial advisor with California Financial Partners, Inc. based in Glendale, CA. He holds the CFP® designation and Series 66 license, and has 14 years of industry experience. Johnson has been affiliated with both LPL Financial and California Financial Partners since 2011. He is also involved in CASL Financial, Inc., a non-investment related business. California Financial Partners provides financial planning and consulting services to individuals, business entities, and retirement plans, focusing on comprehensive financial areas including cash flow, retirement, tax, insurance, and estate planning. The firm does not manage client assets or provide discretionary portfolio management and employs a structured planning process utilizing fundamental analysis and public research sources.

Olivier Cornet is a financial advisor with JSF Financial, LLC in Los Angeles, holding a Series 66 designation and 24 years of industry experience. He has been with JSF Financial and Mid Atlantic Capital Corporation since 2010. Outside of his advisory role, he is also involved in financial planning and insurance sales through his ownership and presidency of Pimicor. JSF Financial provides discretionary portfolio management, financial planning, wealth management, and retirement-plan advisory services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm manages approximately $1.73 billion in assets and employs dynamic asset allocation, model portfolios, third-party manager selection, and quantitative analysis in its investment approach.

Ofer Ben Menahem is a financial advisor at L & S Advisors, Inc. in Los Angeles, CA, holding Series 63, 65, and 66 licenses with 16 years of industry experience. His prior firms include RVW Wealth, LLC, First Foundation, and Mercer Advisors. 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 utilizing various strategies and asset classes, including derivatives and margin in managed accounts, and manages about $1.16 billion across more than 1,000 client accounts.

Richard Beale is a financial advisor with Ocean Park Capital Management, LLC, holding 27 years of industry experience. He has worked at Ocean Park Capital Management since 1997 and Mapleton Capital Management since 1999. Ocean Park Capital Management provides investment management exclusively to pooled investment vehicles, including its Ocean Park Fund and a third-party pooled fund. The firm employs a fundamental research-driven approach focused on early inflection points and uses an aggressive trading style with short-term trading, short sales, options, and leverage within broad fund mandates.

Paul Matheson is a financial advisor with Cheviot Value Management, LLC, holding a Series 63 designation and over 50 years of industry experience. He previously worked at Wedbush Morgan Securities for 13 years before joining Cheviot in 2022. Cheviot Value Management provides discretionary investment management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach with fundamental analysis, diversification, and tactical strategies, while also offering financial planning, budget coaching, and access to an insurer-consultation platform.

Charles Hastings is a financial advisor at Checchi Capital Advisers, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has held previous positions at multiple B. Riley entities as well as National Securities Corporation. Hastings serves as a board director for Applied Digital. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and a variety of institutional clients. The firm employs a quantitatively driven investment process using proprietary models to construct globally diversified portfolios, offering strategies including core global index replication, risk parity, and opportunistic derivative use.

Matthew Evans is a CFP® and holds a Series 65 license with one year of industry experience. He is currently with Ocean Path Advisors, LLC, where he has worked since 2024, and previously was associated with Mariner Wealth Advisors and Mariner Independent. Ocean Path Advisors is a small team providing portfolio management services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm follows a modern portfolio theory approach, emphasizing diversified, low-cost indexed investments and uses margin and options strategies in certain accounts.

Andy Chong is a CFA® charterholder with six years of industry experience. He has been with Highline Wealth Partners since 2020 and previously worked at BNY Mellon from 2016 to 2019. Highline Wealth Partners is a registered investment adviser that serves individuals, trusts, foundations, retirement plans, and various business entities. The firm offers investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, with portfolio decisions centralized through an Investment Committee.

Grover Mc Carthy is a financial advisor at Stonemark Wealth Management in Pasadena, CA, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Equitable Advisors, Whittier Trust Company, and Amazon Prime Now. Stonemark Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm employs both fundamental and technical analysis, incorporating option strategies and selective use of leveraged ETFs to tailor portfolios according to client objectives and risk tolerance.

Nathan Chong is a financial advisor at AWM Capital, LLC with a Series 65 credential and one year of industry experience. He previously worked at Cooper McManus and attended St. Mary’s College. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm utilizes a liability-driven investing approach and offers financial planning, retirement advice, business consulting, and asset management through a diverse range of investment vehicles and affiliated private funds.

Manuel Aguilera is a financial advisor at Stonemark Wealth Management in Pasadena, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at HSBC, Deutsche Bank, and Pepperdine University. Stonemark Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm employs a combination of fundamental and technical analysis and utilizes strategies such as covered-call and put-writing options, tailoring portfolios to client objectives and risk tolerance.

Grace Kreifels is a financial advisor at Hill Investment Group in Santa Monica, CA, holding a Series 63 designation with 12 years of industry experience. She previously worked at Dimensional Fund Advisors from 2016 to 2024 and joined Hill Investment Group and Quasar Distributors, LLC in 2024. Kreifels also serves as Lead Advisor at Hill Investment Group Partners, LLC, focusing on managing relationships and team resources. Hill Investment Group provides investment management and financial planning services to individuals, high-net-worth clients, families, and institutions, including ERISA retirement plans. The firm employs a long-term, rules-based investment approach grounded in Modern Portfolio Theory, utilizing diversified no-load mutual funds, ETFs, and proprietary strategies such as boxed-options liquidity and management of held-away accounts.

Emily Xing is a CFA® charterholder and holds a Series 65 license. She is currently with Dew Point Capital and has been in the financial industry for one year. Prior to this, she was the Managing Director at Calistone Capital LLC, a hedge fund general partner, where she managed fund operations. Outside of her advisory role, she holds a California real estate broker license. Dew Point Capital provides fee-based discretionary portfolio management and financial planning to individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities. The firm uses a custom, strategic allocation approach based on fundamental and cyclical analysis, offering a range of investment instruments and monitoring accounts at least annually.

Nathan Mescobi is a financial advisor at AIRE Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has worked in various roles including at FKGB Accounting and the Law Offices of Joseph Miskabi. AIRE Advisors manages approximately $1 billion in client assets and serves individual clients, family offices, employer retirement plans, and brokerage customers. The firm provides wealth management and investment consulting services, utilizing strategic asset allocation and Modern Portfolio Theory across diverse investment vehicles.