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.

Taylor Heininger is a CFA® charterholder with seven years of industry experience. He has worked at Cloud Capital Management since 2022 and previously spent nine years at Bessemer Trust. He is based in El Segundo, California. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities with discretionary investment management and standalone financial consulting services. The firm employs a team-based approach, using quantitative and qualitative analysis, model-based trading, and may recommend outside managers to construct and monitor portfolios.

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.

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.

Riley Van Velthuyzen is a CFP® with four years of industry experience, currently serving as an associate financial planner at Ocean Path Advisors, LLC. Prior to joining Ocean Path Advisors, he worked at Mariner Independent and EP Wealth Advisors, and has experience at KPMG, LLP. Ocean Path Advisors is a small team providing portfolio management to individuals, high-net-worth clients, charitable organizations, and business entities. The firm’s investment approach emphasizes modern portfolio theory with broadly diversified, low-cost indexed investments, supplemented by margin and options strategies in select accounts.

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.

John Bullitt is a CFP® professional with six years of industry experience, currently serving with Validus Capital LLC. He previously held positions at Morgan Stanley and several other firms, with a background that includes both financial advisory and academic roles at USC’s Marshall School of Business. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients, managing approximately $2.54 billion in assets. The firm focuses on customized, primarily long-term portfolios and offers a range of integrated family office services alongside portfolio management.

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.

Hsinyeh Hsieh is a financial advisor at Globalink Wealth Management, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Globalink Securities, Reign Universal Financial & Insurance Agency, and Transpacific Financial. Outside of her advisory role, she serves as CEO of Reign Universal Financial & Insurance Agency and is a fixed insurance agent at Transpacific Financial. Globalink Wealth Management provides hourly and fixed-fee financial planning along with discretionary and non-discretionary portfolio management for a diverse client base, including individuals, trusts, estates, charitable organizations, and businesses. The firm utilizes multiple investment analyses and strategies and offers both in-house and third-party management options.

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.

Craig Bailey Jr. is a financial advisor at Granite Investment Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NWQ Investment Management, Mandeville Advisors, and Kotak Mahindra. Outside of his advisory role, Bailey serves as a strategic planning advisor to a pharmaceutical manufacturing startup. Granite Investment Partners provides discretionary investment management services to institutional clients, government entities, pooled vehicles, and high-net-worth individuals. The firm employs a bottom-up research process combining fundamental, technical, and cyclical analysis and actively manages private funds alongside offering sub-advisory and model program services.

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.

Clint Urso is a financial advisor with Atlantic Investments, a Registered Investment Advisor, Inc., based in Los Angeles, CA. He holds a Series 65 designation and has 16 years of industry experience. Urso has worked with Atlantic Investments since 2010 and Atlantic Financial Services, Inc. since 2009. He is also an owner and insurance agent at Atlantic Financial Insurance Services, where he spends approximately half of his time. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm focuses on documenting client goals and risk tolerances, delivering financial plans, and performing periodic account reviews without managing client assets or accepting discretionary trading authority.

Jeffrey Eisfelder is a CFP® professional with 22 years of industry experience, currently serving at SFE Investment Counsel Inc. He previously spent ten years at First Foundation Advisors. Outside of his advisory role, he is the sole licensee owner of GBG Southeast, a youth travel baseball organization in the Southeast. SFE Investment Counsel serves a diverse client base including individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm focuses on asset allocation and a total-return approach with concentrated equity portfolios, combining fundamental, technical, and cyclical analysis alongside fixed-income laddering to manage risk.

Boris Geyzer is a CFA® charterholder with 22 years of industry experience, currently serving at JSF Financial, LLC and Mid Atlantic Capital Corporation. He has been with JSF Financial since 2000 and with Mid Atlantic Capital Corporation since 2010. Outside of his financial advisory work, he is involved as a homecare provider for a disabled relative. JSF Financial provides discretionary investment management, financial planning, wealth management, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $1.97 billion across about 791 client relationships, using a combination of bespoke portfolio management, model asset-allocation strategies, and third-party managers.

Samuel Croucher is a CFP® with seven years of experience in financial advising. He is currently with California Financial Partners, Inc., where he has worked since 2021, and also has experience with LPL Financial. California Financial Partners, Inc. provides financial planning and consulting services to individuals, business entities, and pension plans. The firm follows a structured planning process and uses fundamental analysis and public research sources when evaluating investments, without managing client assets or engaging in discretionary portfolio management.