Neil Unger is a Certified Financial Planner (CFP®) with five years of industry experience. He is currently affiliated with AIRE Advisors, LLC and has prior experience at Alliance Advisory & Securities, LLC, David S Reinders, Inc., and Kaiser Permanente. AIRE Advisors, LLC manages approximately $1 billion in client assets, serving individual clients, high-net-worth individuals, family-office clients, employer retirement plans, and brokerage customers. The firm offers comprehensive wealth management and investment consulting, utilizing a strategy focused on strategic asset allocation and Modern Portfolio Theory across various asset classes.

Jeffrey Petersen is a CFP® with nine years at WESCAP Group and five years of industry experience. His prior roles include positions with the City of San Jose and San Jose University. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines strategic and tactical asset allocation with global diversification and a value-oriented investment approach, employing a mix of mutual funds, ETFs, and, for some clients, hedging and options-based strategies through third-party sub-advisers.

Luca Pasquini is a financial advisor at Checchi Capital Advisers, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at LPL Financial and engaged in other roles including at Rita's Italian Ice. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals as well as institutional and pooled clients. The firm employs a quantitatively driven investment process using proprietary models and offers diversified equity and fixed-income portfolios, often implemented with ETFs and tax-optimization strategies.

Ronald Spence is a financial advisor at Atlantic Investments a Registered Investment Advisor, Inc. in Los Angeles, CA, with one year of industry experience. He has prior work experience at Kaiser Permanente since 1983. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm delivers financial plans, documents client goals and risk tolerances, and conducts periodic account reviews without managing client assets directly.

Kirk Mekerdichian is an advisor at Lazari Capital Management, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Lazari Capital since 2019, including prior roles at Kovack Securities, Inc. and Iron Hill Wealth Management LLC. Lazari Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and an affiliated private fund. The firm employs a range of investment approaches including fundamental, technical, cyclical, and quantitative methods, and offers services such as portfolio management, estate and retirement planning, and pension consulting.

Justin Yoo is a CFA® charterholder currently with Blue Zone Wealth Advisors, LLC, where he has worked since 2025. He has one year of industry experience and previously held positions at Titan Global Capital Management, YipitData, Kensho Technologies, and Roubini Global Economics. His background includes a mix of roles in financial and data analysis, punctuated by two sabbaticals. Blue Zone Wealth Advisors, LLC is a team-based registered investment adviser serving individual and high-net-worth clients, retirement plans, trusts, and business entities. The firm employs a comprehensive investment approach that blends fundamental, quantitative, technical, and sector analysis, and offers access to private pooled investment vehicles for qualified clients.

William Caton is a CFP® and CFA® with 23 years of industry experience, currently serving at First Wilshire Securities Management, Inc. since 1998. He is a co-manager of Moose Mountain, LLC, a family-owned business that leases land and equipment for maple syrup production. First Wilshire provides discretionary investment management to individuals, high-net-worth clients, pension and institutional accounts, and sponsors two affiliated private funds. The firm employs a value-oriented approach focused on small- and micro-cap equities, using fundamental research and direct company engagement.

Andrew Kim is a financial advisor at AMI Asset Management Corp in Los Angeles, CA, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining AMI Asset Management, he held various roles in technology and solar energy companies. AMI Asset Management provides discretionary portfolio management to a range of individual and institutional clients, employing a fundamental, bottom-up research approach across multiple equity and fixed-income strategies. The firm manages $1.925 billion in assets with nine advisors and is notable for its role as a private fund adviser and manager of pooled vehicles.

Mikyla Martinez is a financial advisor at Atlantic Investments, a Registered Investment Advisor, Inc., based in Los Angeles, CA. She holds two years of industry experience, including her current role at Atlantic Investments and a concurrent long-term position at Kaiser Permanente. Atlantic Investments serves individual and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm emphasizes comprehensive planning, including retirement, cash-flow, tax, and estate modules, while using varied analytical approaches and allowing clients to set investment restrictions.

Alexandra Long is a financial advisor with Quantum Financial Advisors, LLC in Santa Monica, CA, holding a Series 65 credential and six years of industry experience. She has worked at Quantum Financial Advisors since 2022 and previously at Abacus Wealth Partners from 2017 to 2022. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and other business entities by providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process with strategies that include Total Market and Sustainable approaches, utilizing institutional-class funds, active transparent ETFs, and separately managed accounts.

Simone Liu is a financial advisor at AIRE Advisors, LLC with 21 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Morgan Stanley. Outside of her advisory role, she serves as CEO of The Golden Resource LLC, an import/export business. AIRE Advisors manages approximately $1 billion in assets and serves individual clients, family offices, employer retirement plans, and brokerage customers. The firm’s investment approach focuses on strategic asset allocation and Modern Portfolio Theory, utilizing a diverse range of securities and third-party managers.

Loren Gesas is a financial advisor at RVW Wealth LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with RVW Investing since 2010. RVW Wealth provides discretionary investment management to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental research approach, focusing on ETFs and mutual funds for equities and bonds, and maintains active portfolio supervision through a team-based review process.

Andrew Scott is a financial advisor at Tamar Securities, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Ameritas Advisory Services, Ameritas Investment Company, and Capstone Financial Group. Outside of his advisory work, he is active as a Tasker on TaskRabbit. Tamar Securities, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and various institutional entities. The firm manages approximately $1.52 billion in assets and serves over 4,000 clients through a multi-advisor team, utilizing proprietary model programs that combine global value and sector analysis with qualitative and quantitative screening.

Edward Levi is a financial advisor at Lazari Capital Management, Inc. with 46 years of industry experience. He holds a Series 63 designation and has worked at Lazari Capital Management since 2018. His prior experience includes roles at Oak Shore Partners, LLC and Beverly Hills Wealth Management. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting services to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and a private fund. The firm uses a comprehensive investment approach that incorporates fundamental, technical, cyclical, and quantitative analysis across a broad range of instruments.

Steven Zorn is a financial advisor with Oder Investment Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with Oder Investment Management since 2014, during which time the firm has evolved from Oder & Stewart Investment Management. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm uses Modern Portfolio Theory, combining active and passive management with global diversification and periodic rebalancing to pursue capital growth aligned with client risk tolerance.

Marshall Quan is a financial advisor at Sierra Investment Management, LLC with 25 years of industry experience. He holds a Series 65 designation and has worked at Sierra Investment Management since 1999 and Ocean Park Asset Management since 2007. Sierra Investment Management is a team-based SEC-registered advisor that manages discretionary portfolios and offers limited financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and certain institutional accounts. The firm employs a rules-based, tactical investment approach focused on trend-following and disciplined risk management, utilizing a range of mutual funds and ETFs across multiple program series, with daily program reviews and team-based decision making.

Cristian Mundy is a CFP® with 15 years of experience in the financial industry. He is currently with Life Line Wealth Management LLC and has prior experience at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he coaches youth basketball at the Hollywood Recreation Center. Life Line Wealth Management is a small team managing approximately $557.6 million in assets, primarily serving individual clients, trusts, and privately held small businesses. The firm focuses on passive, asset-allocation strategies using ETFs, while also integrating other asset classes as appropriate, and provides discretionary investment management along with financial planning services.

Chris Varjabedian is a financial advisor at Lake Avenue Financial LLC with one year of industry experience. He is also the President and CEO of VAR Accounting Group, an accounting firm based in Woodland Hills, CA, where he has held a leadership role since 2018. Prior to joining Lake Avenue Financial, Varjabedian worked at Pomerantz, Kavinoky & Co. and Hcvt. Lake Avenue Financial provides financial planning, discretionary portfolio management, and referrals to third-party advisers for individuals, trusts, estates, charitable organizations, and brokerage customers. The firm offers a subscription education and coaching product called Lake Avenue Academy and works with broker-dealer and financial institution clients, utilizing a multi-method research approach and a range of investment strategies, including traditional discretionary management and a web-based automated rebalancing program.

James Dang is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA. He holds a Series 65 designation and has prior work experience in real estate and furniture retail, including roles at Sophis Real Estate, Inc., COMPASS, Keller Williams, and New Line Furniture, LLC. Logic Wealth Management is a team-based registered investment adviser managing approximately $164.7 million for about 215 clients, including individuals, trusts, and retirement plans. The firm provides discretionary portfolio management, participant account management for held-away retirement and HSA accounts, and financial planning, using a combination of fundamental, technical, and cyclical analysis to tailor portfolios to individual investment policy statements.

Peter Gardiner is a financial advisor with The Investment House LLC in Venice, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with The Investment House LLC since 2012. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled vehicles. The firm uses client-specific investment policies implemented across various strategies, combining fundamental analysis with top-down sector selection and managing registered investment companies, an ETF, and private funds.