Kay Anne Imperial is a financial advisor at Black Card Circle with a Series 66 credential and 10 years of industry experience. She previously worked at Waddell & Reed and Barry Craine and owns a small video and film production company, PR Films LLC. Black Card Circle is a registered investment adviser team serving individuals, high-net-worth clients, trusts, and charitable organizations with customized financial planning and portfolio management. The firm emphasizes Modern Portfolio Theory with diversified portfolios and manages most assets on a non-discretionary basis, requiring client approval before trades.

David Jacobs is a financial advisor with Navalign, LLC in Encino, CA, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Carter Jacobs, LLC since 2007. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million across about 677 clients, utilizing a combination of fundamental analysis, long-term and short-term strategies, and third-party managers, including the use of borrowing and derivatives within separately managed accounts.

Abel Santibanez is a financial advisor with Mason & Associates, Inc. in Los Angeles, CA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been associated with Stonemark Wealth Management and The Leaders Group, Inc. since 2015 and 2017, respectively. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes strategic and tactical asset allocation, sector rotation, and global diversification, typically using mutual funds and ETFs.

Joshua Oder is a financial advisor at Oder Investment Management, LLC with 26 years of industry experience. He holds a Series 65 designation and has been with Oder Investment Management since 1999, including its previous iteration as Oder & Stewart Investment Management. Oder Investment Management, LLC is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, applying Modern Portfolio Theory with a combination of active and passive management and global diversification.

Almen Rule is a financial advisor at JSF Financial, LLC based in Los Angeles, CA. He holds a Series 65 designation and has prior experience with KB Diamond Inc and Nasdaq Philippines. JSF Financial provides discretionary investment management, financial planning, wealth management, and retirement plan advisory services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm manages approximately $1.97 billion across 791 client relationships and offers both bespoke portfolio management and access to third-party managers and private investment funds.

Richard Mason is a financial advisor with Tamar Securities, LLC, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at Pursche Kaplan Sterling and Primerica Advisors. Mason is also involved as an Executive Director of Investments for Tamar Securities’ affiliated entities 911 Financial Services and Firefighters United Financial Services. Tamar Securities, LLC is a multi-advisor firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.52 billion in discretionary assets using proprietary model programs that combine global value and sector analysis with qualitative and quantitative screening across various asset classes.

Bradford Stelzer is a CFA® charterholder with 4 years of industry experience. He has been with Joel R. Mogy Investment Counsel Inc. since 2004. Joel R. Mogy Investment Counsel Inc. provides discretionary investment counseling and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $2.06 billion across about 237 client relationships, emphasizing long-term, client-oriented advice with a focus on cost-conscious, tax-aware implementation primarily in equities and investment-grade bonds.

Richard Schimbor is a CFA® charterholder with 10 years at AMI Asset Management Corp and three years of industry experience. He is based in Los Angeles, CA, and is part of a nine-advisor team. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, managing equity and fixed-income strategies across several investment vehicles. The firm employs a fundamental, bottom-up research process and serves as a private fund adviser and manager of pooled vehicles, overseeing $1.925 billion in discretionary assets.

George Henning is a financial advisor at Pacific Global Investment Management Company with 40 years of industry experience. He has been with Pacific Global Investment Management Company since 1991 and previously worked at Pacific Global Fund Distributors, Inc. for 28 years. Henning holds a Series 63 designation. Pacific Global serves individual investors, pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm employs a value-oriented or core equity investment style with a fundamental research-driven approach and offers comprehensive financial planning and pension consulting.

Vetea Ribet is a financial advisor at Westside Investment Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Westside Investment Management since 2010. Ribet also has a long tenure with LPL Financial dating back to 2007. 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 diversified investment approach, including equities, fixed income, mutual funds, ETFs, options, and structured products, and participates in select third-party managed account programs.

James Naify is a financial advisor with AIRE Advisors, LLC in Beverly Hills, CA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Bank of America, N.A. since 2012 and previously at Merrill from 2012 to 2021. Outside of advising, he is the owner of El Dorado Financing Group Inc. AIRE Advisors manages approximately $1 billion in assets and serves individual clients, family offices, employer retirement plans, and brokerage customers. The firm emphasizes strategic asset allocation and Modern Portfolio Theory across diverse investment vehicles, providing both discretionary and non-discretionary wealth management and consulting services.

Christopher Ridout is a financial advisor with Westside Financial Advisors LLC in Los Angeles, CA. He has been in the industry for four years and previously worked at Zimmerman Reed for seven years. In addition to his advisory role, he is also a consulting attorney. Westside Financial Advisors LLC provides discretionary portfolio management and financial planning services to individuals, including high net worth clients, as well as corporations and businesses. The firm employs a primarily passive, asset-class-based investment approach using index mutual funds and ETFs, supplemented by fundamental and technical analysis and occasional third-party sub-advisory services.

Joel Edstrom is a CFA® charterholder with 38 years of industry experience, all spent at WESCAP Group in Glendale, CA. He has been with the firm since 1988. WESCAP Group manages approximately $1.1 billion in client assets and serves a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach emphasizes strategic and tactical asset allocation, global diversification, and a contrarian/value orientation, employing mutual funds, ETFs, and options-based strategies.

Rex Jones is a financial advisor at IFC Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo in various capacities from 2004 to 2024. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm uses a comprehensive, tax-aware investment approach combining active and passive strategies across multiple asset classes and is notable for operating special purpose vehicles and private fund vehicles.

Sevag Ossipian is a CFA® charterholder with 12 years of industry experience, currently affiliated with Highline Wealth Partners. He worked at Northern Trust for 11 years before joining Highline Wealth Management in 2026. 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 utilizes a centralized Investment Committee for portfolio decisions and provides client education through workshops and webinars.

Joel Mogy is a CFA® charterholder and principal of Joel R. Mogy Investment Counsel Inc. with eight years of industry experience. He has served as a trustee for selected clients, providing professional fiduciary services. Joel R. Mogy Investment Counsel Inc. offers discretionary investment counseling and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm emphasizes long-term, client-oriented investment strategies based on fundamental analysis and a global perspective, focusing on cost-conscious, tax-aware portfolios primarily composed of domestic and foreign equities and investment-grade bonds.

Gerald Newman is a CFP® professional with 20 years of experience currently serving at Hamilton Wealth, LLC since 2017. He previously worked at Raymond James Financial Services, Inc. from 2015 to 2017. In addition to his advisory role, Newman is a licensed insurance agent involved in providing insurance quotes and applications. Hamilton Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate clients, offering discretionary portfolio management and retirement plan consulting. The firm uses proprietary allocation models and a diverse range of investment instruments, combining wrap fee program sponsorship with retirement plan consulting services.

Brandon Lew is a financial advisor at Kera Capital Partners with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. Outside of finance, he has experience in the hospitality industry, including roles at The Little Friend Private Dining and The Drunken Crab. Kera Capital Partners manages over $1.3 billion for individual and institutional clients, providing discretionary and non-discretionary portfolio management alongside consulting services. The firm’s investment approach combines fundamental and quantitative analysis with an outcomes-oriented asset allocation framework and is notable for its management of private pooled vehicles and special purpose funds.

Warren Grant is a financial advisor with Grant Tani Barash & Altman, LLC in Beverly Hills, CA, holding a Series 65 credential and 16 years of industry experience. He has been with Grant Tani Barash & Altman since 2004 and previously with Grant Tani Barash & Altman, Inc. since 1992. Grant Tani Barash & Altman serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and pension/profit-sharing plans. The firm operates as a multi-family office, combining business management services like bookkeeping, tax planning, and bill payment with investment advisory and consulting.

Craig Weston is a financial advisor at L&S Advisors, Inc in Los Angeles, CA, holding a Series 65 designation with 10 years of industry experience. He has been with L&S Advisors since 2016. L&S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants with discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach, utilizing a variety of strategies and instruments including derivatives and margin, while managing a diverse range of accounts through a 12-advisor team.