David Yoshioka is a financial advisor with Highline Wealth Partners, holding a Series 65 designation and 24 years of industry experience. He is the Chief Operations Officer for P.H. Group, an insurance company unrelated to investment management, where he has worked since 2005. His prior experience includes a brief tenure at Charlesworth & Rugg, Inc. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering a range of services including investment management, financial planning, and family office services. The firm’s investment decisions are managed by an Investment Committee and it provides regular portfolio reviews, participant education, and utilizes third-party technology for retirement plan management.

Christopher Tyler is a CFP® with seven years of industry experience, currently serving as a financial advisor at Alliance Advisory & Securities, LLC. His prior work includes roles at Raymond James Financial Services and Davies Financial Advisors. Alliance Advisory & Securities, LLC provides investment management and financial planning primarily to individual clients, including high-net-worth individuals, as well as trusts and pension plans. The firm employs diversified model allocations based on modern portfolio theory, offering discretionary and non-discretionary services along with held-away account management through the Pontera platform.

Jack Harrington is a financial advisor at Hillcrest Financial Group in Thousand Oaks, CA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Wood Ranch and MAP Strategic Wealth Advisors, along with periods as a full-time student. Hillcrest Financial Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and employee benefit plans. The firm manages client assets using a combination of Modern Portfolio Theory, macroeconomic and fundamental analysis, and proprietary model portfolios, serving both high-net-worth and non-HNW clients.

James Ellis is a financial advisor with J K R & Company, Inc. in Van Nuys, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with J K R & Company since 1999. In addition to his advisory role, he operates a sole proprietorship focused on term insurance sales and presentations through Retirement Planning Assoc. J K R & Company serves individuals, high net worth clients, and plan sponsors by providing investment management, financial planning, and retirement plan services. The firm offers discretionary portfolio management guided by investment policy statements, with continuous monitoring and quarterly reviews.

David Robinson is a CFA® charterholder with 16 years of industry experience. He has been with Howard Capital Management Group, LLC since 2020 and previously worked at Howard Capital Management, Inc. from 2007 to 2020. Howard Capital Management Group provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis and uses ETFs and mutual funds within its investment strategies.

Nicholas Giannakopoulos is a financial advisor at Total Wealth Services, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Ameriprise Financial Services LLC and Total Wealth Tax, PC, as well as experience in public relations and nutrition industries. Total Wealth Services, LLC serves individual investors, trusts, estates, and charitable organizations with financial planning, consulting, and discretionary wealth and portfolio management. The firm uses a manager- and style-agnostic approach, typically allocating assets to independent subadvisors and tailoring portfolios to client circumstances.

Jeffery Sorensen is a financial advisor at OverRidge Wealth Advisors with 39 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior roles include positions at Triad Advisors Inc., Summit Financial Consultants, Inc., and Triad Hybrid Solutions. Sorensen is also a member of a professional networking group that connects various professions. OverRidge Wealth Advisors serves individual and high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and consulting services, utilizing a range of investment strategies across multiple asset classes with ongoing monitoring.

Spencer Maccuish is affiliated with Alliance Advisory & Securities, LLC and holds a Series 65 credential. He has four years of experience in the financial industry and previously worked at Eternity Bible College for 18 years. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individual clients, trusts, pension plans, and charitable organizations. The firm utilizes diversified model allocations based on modern portfolio theory and manages portfolios with regular reviews and rebalancing.

Adam Weinstock is a CFP®-designated financial advisor at Evolve Private Wealth, LLC with 10 years of industry experience. He has previously worked at Wells Fargo Advisors and Sanctuary Advisors LLC. Outside of advisory services, he is a licensed insurance agent involved with Evolve Wealth Insurance LLC and serves as managing member of Purple Sector Investments, LLC. Evolve Private Wealth, LLC provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm’s investment approach focuses on fundamental analysis and long-term orientation, constructing diversified portfolios using low-cost mutual funds, ETFs, individual equities, bonds, and alternative investments.

Randall Sanada Jr. is a Certified Financial Planner (CFP®) with 30 years of experience currently serving at Alliance Advisory & Securities, LLC. He has been with Alliance Advisory & Securities and its affiliated firm, Alliance Financial Group, Inc., since the mid-1990s. He also holds management roles at Alliance Financial Group, Inc. and Westlake Professional Building Partners, LLC. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individual clients, including high-net-worth individuals, as well as to trusts, pension plans, and charitable organizations. The firm uses diversified model allocations rooted in modern portfolio theory and offers both discretionary and non-discretionary portfolio management alongside standalone financial plans and held-away account management.

Silvia Chi is a financial advisor at Confidence Wealth Management, Inc. in Los Angeles, CA, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Confidence Wealth Management and its predecessor firms since 2015. Outside of her advisory role, she provides personal caregiving services for a family member. Confidence Wealth Management, Inc. serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities through a team of nine advisors. The firm offers portfolio management and fiduciary consulting services, employing proprietary model portfolios and a mix of passive ETFs and actively managed mutual funds with an emphasis on risk management and diversification.

Lionel Tapiero is a financial advisor with Highline Wealth Partners, holding a Series 65 designation and 12 years of industry experience. Prior to joining Highline Wealth Partners in 2020, he worked at Stackin Financial, LLC and Logica Capital Advisers, LLC. Outside of advising, he serves as Sales Vice President at Transunion LLC, where he leads a sales team and oversees product strategy and analytics. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm centralizes portfolio decisions through an Investment Committee and provides participant education and enterprise support services, combining these with private real estate offerings and family office capabilities.

Owen Kim is a financial advisor at Tamar Securities, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise and The Prudential Insurance Company of America. Outside of finance, he has been involved in the restaurant industry with roles at Oishi Shabu Shabu and other dining establishments. Tamar Securities advises individuals—including high-net-worth clients—charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Caiying Wu is a financial advisor at RVW Wealth LLC with 14 years of industry experience. She holds a Series 65 designation and has worked at Allan Rosenthal Associates AC since 2010, where she is also employed full-time as an accountant. Wu joined RVW Wealth in 2026 and is based in Los Angeles, CA. RVW Wealth provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm employs a fundamental research approach and primarily utilizes ETFs and mutual funds for equity exposure alongside fixed-income securities.

Jonathan Rugg, CFA, is a financial advisor with Highline Wealth Partners and has 15 years of industry experience. He has been with Highline and its predecessor entities since 2016. In addition to his advisory role, Mr. Rugg is the co-founder and CEO of Altirr Inc., a financial industry services technology company providing alternative investment analysis and reporting tools. He also serves as Founder, President, and CCO of Highline Asset Management and is involved in various affiliated investment and management entities. Highline Wealth Partners is a registered investment adviser serving individuals, trusts, foundations, retirement plans, and business entities. The firm provides investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, utilizing a centralized Investment Committee to oversee portfolio decisions and deliver regular client reporting.

Joseph Estes Jr. is a Series 65-licensed advisor at Tamar Securities, LLC with seven years of industry experience. Prior to joining Tamar Securities in 2019, he worked at the University of Redlands School of Business and held roles at Insurance Thought Leadership and Buffernet, Inc. Outside of his advisory role, he is a general partner at Estes Properties, LLC, managing personal real estate investment and development. Tamar Securities, LLC serves individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.3 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection across discretionary portfolio management, financial planning, and multiple model-portfolio programs.

Catherine Siphron is a financial advisor at Cheviot Value Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked with Cheviot Value Management since 2024. Outside of her advisory role, she has provided academic tutoring for nearly two decades. Cheviot Value Management is a privately owned registered investment adviser that offers discretionary portfolio management and related services to individuals, trusts, estates, retirement participants, charitable organizations, and certain institutions. The firm employs a value-oriented investment approach grounded in fundamental analysis and uses a mix of strategies including tactical asset allocation and absolute-return techniques to manage risk and optimize portfolios.

Jason Kaplan is a financial advisor at Howard Capital Management Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Howard Capital Management entities since 2010. The firm provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, trusts, estates, foundations, endowments, charitable organizations, corporations, and other business entities. Howard Capital Management Group employs a multifaceted investment approach including fundamental, technical, and cyclical analysis, primarily using ETFs and mutual funds, and operates as a subsidiary within a broader network affiliated with Focus Financial Partners.

Nicholas Frattali is a financial advisor at HS Wealth Partners with one year of industry experience. He holds a Series 65 designation and has worked at TigerOak Management, L.L.C. since 2024. In addition to his advisory role, he manages a tax preparation and planning business, Frattali and Company. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates, providing discretionary investment management and comprehensive financial planning. The firm emphasizes a long-term, fundamental investment approach and acts as a fiduciary while offering portfolio supervision and retirement distribution guidance.

Gahng Choi is an advisor with Westside Financial Advisors LLC in Los Angeles, CA, with one year of industry experience. Prior to joining Westside Financial Advisors, Choi worked at EY for five years and PwC for four years. He is also affiliated with TSMG Solutions LLC. Westside Financial Advisors serves individual and high-net-worth clients as well as corporations, providing discretionary investment management and comprehensive financial planning. The firm primarily employs a passive investment approach using index mutual funds and ETFs, often delegating portfolio implementation to a recommended third-party manager.