Michael Oconitrillo is a financial advisor with Secure Investment Management, LLC in Inglewood, CA, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. His work history includes roles at Cetera, Strategic Fortune Wealth Management, and Transamerica Financial Advisors, among others. Secure Investment Management serves individuals, business entities, trusts, and estates, providing financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing diversified, low-cost investment vehicles and customized portfolios tailored to client objectives.

Justin Mccurdy is a financial advisor at Manhattan West Asset Management, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Manhattan West since 2017, previously working at AdvicePeriod, LLC. Outside of his advisory role, he is president of a summer basketball camp program called ProSkills. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and a Digital Asset Advisory Program. The firm employs a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis across various investment strategies, managing over $1 billion in assets.

Clete Albitz is a financial advisor with Cetera, holding the CFP® and CFA® designations and over 19 years of industry experience. He has been associated with various Cetera entities since 2005 and is also co-senior vice president of Albitz/Miloe & Associates Inc., an advisory business he has been involved with since 2006. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients, offering portfolio management, financial planning, and fiduciary solutions through a network of independent advisors. The firm combines advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions with unique retirement and fiduciary services integrated into its broader institutional platform.

Melissa Andrizzi Sobel is a financial advisor at CLG LLC with one year of industry experience. She holds the Series 65 designation and previously worked for seven years at Beach Cities Health District. CLG LLC serves a diverse group of individual and high-net-worth clients, as well as trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and related advisory services. The firm employs a variety of analytical methods and investment strategies, including the use of derivatives and third-party sub-advisors, and operates from multiple offices with a distinctive operational approach.

Kevin Sacre is a financial advisor at Atlantic Investments A Registered Investment Advisor, Inc. He holds a Series 65 designation and has 10 years of industry experience. Prior to and alongside his advisory role, he has operated Sacre Images since 2010. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm does not manage assets directly but focuses on documenting client goals, delivering financial plans, and performing periodic account reviews.

Travis Alexander is a financial advisor at CRUX Wealth Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services and other affiliated entities. Outside of advising, he is involved in several business ventures including ownership and management roles in support companies and a tax advisory firm. CRUX Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach utilizing multiple analytical methods and generally manages client accounts on a discretionary basis with regular monitoring.

David Tamashiro is a financial advisor at CRUX Wealth Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at Waddell & Reed, Raymond James Financial Services, and Arete Wealth Management. CRUX Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using a variety of analytical methods and generally manages client accounts on a discretionary basis with regular monitoring.

Ryan Balderian is a financial advisor at Quantum Financial Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Abacus Wealth Partners and C2 Education. Outside of his advisory role, he teaches math, science, and finance through Lightsquared Education and is a shareholder and video editor at Wormburners Media, Inc. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process emphasizing mutual funds, ETFs, and separately managed accounts, with strategies including a Total Market approach and a Sustainable approach using environmental rankings.

Brent Donovan is a financial advisor at Grant Tani Barash & Altman, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Geneos Wealth Management, Inc. and Hightower Securities. Outside of his advisory role, he is president of MAD Donovan Inc. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and various institutions. The firm offers bundled business-management services alongside customized asset allocation and acts as a multi-family office liaison, providing both investment recommendations and due diligence on third-party managers.

Kevin Kiely is a financial advisor at Checchi Capital Advisers, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at Deloitte and Berry Global. Checchi Capital Advisers provides discretionary portfolio management, sub‑advisory services, and advisory oversight for a diverse client base including high-net-worth individuals, foundations, trusts, pension and profit-sharing plans, and insurance-dedicated funds. The firm employs proprietary statistical models and an index-replication approach to create globally diversified equity and fixed-income portfolios with an emphasis on diversification, tax optimization, and low turnover.

Zev Fried is a financial advisor at JSF Financial, LLC in Los Angeles, CA, with 16 years of industry experience. He holds the Series 66 designation and has worked at Mid Atlantic Capital Corporation since 2010, alongside his tenure at JSF Financial beginning in 2008. Fried is also president of AJLH Inc., a pass-through entity established for commission management. JSF Financial provides discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm employs dynamic asset allocation, model portfolios, and quantitative analysis to customize investment strategies and manages approximately $1.73 billion in client assets.

Brandon Tesar is a financial advisor at One Wealth Capital Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, and MML Investors Services LLC. Outside of finance, he is involved in the entertainment industry as a freelance actor, writer, director, and producer. One Wealth Capital Management serves individuals, foundations, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations, offering investment management, financial planning, retirement-plan advisory, and consulting services. The firm uses a top-down, macro-environmental approach with tactical asset allocation and sector rotation, combining mutual funds, ETFs, alternatives, equities, and fixed income to construct growth and income portfolios.

Roberto Santos is a financial advisor at Arrowroot Family Office, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Arrowroot Partners, LLC since 2014 and Vitreous Partners, LLC since 2013. Outside of his advisory roles, he serves as Managing Partner of Vitreous Partners Holdings, LLC, a business consulting firm focused on non-broker dealer M&A activities, and is a board member of GL Concepts, a non-investment related business. Arrowroot Family Office provides investment advisory and multi-family office services to a diverse client base including individuals, families, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers customized asset management strategies incorporating both discretionary and non-discretionary approaches, employs a range of analytical tools, and supports private pooled investment vehicles along with multi-family office services such as tax efficiency and M&A advisory.

Julia Perez is a financial advisor at CRUX Wealth Advisors with 16 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Favia Group. Outside of her advisory role, she occasionally works as a paid musician for private events. CRUX Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach that incorporates various analytical methods and generally manages client accounts on a discretionary basis with regular monitoring.

Turkessa Ferrer Babich is a financial advisor at Westside Financial Advisors LLC with four years of industry experience. She has been with Westside Financial since 2021 and also runs an entertainment company. Westside Financial Advisors LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, including high net worth clients, as well as corporations and other businesses. The firm employs a primarily passive, asset-class-based investment approach using index mutual funds and ETFs, supplemented by fundamental and technical analysis.

David Thomsen is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, with 21 years of industry experience. He has been with SFE Investment Counsel since 2007. Mr. Thomsen holds Series 63 and Series 65 licenses and volunteers at the New Center for PsychoAnalysis, a school for mental health professionals, dedicating about 10% of his time since 2009. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients, providing investment supervisory services through separately managed accounts and model portfolios. The firm emphasizes asset allocation and a total-return approach with concentrated equity positions, blending fundamental, technical, and cyclical analysis alongside fixed-income laddering to manage risk.

Christian Sessing is a CFA® charterholder with 21 years of industry experience, currently serving at AMI Asset Management Corp since 2005. He holds Series 63 and Series 66 licenses and works from the firm's Los Angeles office as part of a nine-advisor team. AMI Asset Management provides discretionary portfolio management to a diverse client base, including high net worth individuals, institutions, and private pooled funds. The firm employs a fundamental, bottom-up research approach across multiple equity and fixed-income strategies and is notable for its role as a private fund adviser and manager of pooled vehicles.

Barbara Abundiz is a CFP® with 17 years of industry experience, currently serving as an advisor at Horizon Wealth Management. She has previously worked at The Heymont Group and Heymont & Company, Inc., and has been associated with LPL Financial since 2008. In addition to her advisory role, she is involved with BABS MICHAEL, LLC, a non-investment-related business entity. Horizon Wealth Management is an SEC-registered firm that serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fiduciary investment management using diversified portfolios and provides financial planning and retirement-plan advisory services.

Daniel Hart is a Series 65-licensed advisor with Advanced Portfolio Strategies in Torrance, CA, where he has worked for six years. His prior experience includes roles at APS Management Group, Inc. from 2018 to the present, with a period as a student from 2016 to 2018. Advanced Portfolio Strategies serves individuals—including high-net-worth clients—pension and profit-sharing plans, and business entities with portfolio management, financial planning, and pension consulting. The firm employs a diversified, multi-strategy investment approach that includes fundamental, quantitative, and technical analysis, as well as both long- and short-term trading techniques.

Cassidy Plair is a financial advisor at Sustainable Advisors Alliance LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, Cassidy worked at Bunkley Investment & Management Company and has academic experience from the University of Houston and the University of Southern California. Sustainable Advisors Alliance, LLC provides portfolio management, financial planning, annuity management, and employee benefit plan services to individuals, retirement plans, corporations, and nonprofit entities. The firm focuses on sustainable, responsible, and impact investing using ESG criteria, combining active and passive strategies, direct indexing, and sub-advisors to tailor portfolios to client goals and preferences.