Kenneth Kilpo is a financial advisor with Windward Capital Management Company in Los Angeles, CA, holding Series 63 and Series 65 designations and 31 years of industry experience. He has worked at Windward Capital Management since 2003 and previously at S.L. Reed & Company from 2000. Kilpo serves as a Managing Director at Windward Capital Management. Windward Capital Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages discretionary portfolios using model-driven equity and fixed-income strategies, offering pension consulting and sub-advisory services.

Barbara Moreno is a financial advisor at Evolve Private Wealth, LLC with 10 years of industry experience. She holds the Series 66 designation and previously worked at Sanctuary Advisors, LLC, Sanctuary Securities, Inc., and Merrill. Evolve Private Wealth, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets and employs a long-term investment approach that includes diversified portfolios of low-cost mutual funds, ETFs, individual equities, bonds, and alternative investments, supplemented by third-party AI decision-support tools.

Shkira Singh is a financial advisor with Secure Investment Management, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Prior to joining Secure Investment Management, Singh worked at Transamerica Financial Advisors, Inc., and several other financial firms. Outside of advising, Singh is an author and speaker, with multiple published works on fitness and business topics. Secure Investment Management serves individuals, business entities, trusts, and estates, including both retail and high-net-worth clients, offering financial planning and portfolio management through a quantitative, factor-based investment approach that emphasizes diversified, long-term allocations using low-cost funds and tailored strategies.

Seta Keshishian is a CFP®-certified financial advisor with seven years of industry experience, currently with JSF Financial, LLC in Los Angeles, CA. She has worked at Mid Atlantic Capital Corporation and JSF Financial since 2018 and has been affiliated with UCLA since 2016. In addition to her advisory role, she serves as president of SK Financial Planning Corp, a personal services corporation, and works as a licensed agent for life and long-term care insurance sales. 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 and model portfolios, conducts due diligence on private investment funds, and offers expanded wealth-management services including philanthropic planning.

Ara Gasparian is a financial advisor at WESCAP Group in Glendale, CA, holding a Series 65 designation with three years of industry experience. He has been with WESCAP Group since 2015, including the firm's earlier formation and its current iteration. 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’s investment approach combines strategic and tactical asset allocation with global diversification and a contrarian, value-oriented emphasis, using mutual funds, ETFs, and, for certain clients and their pooled vehicle, options-based strategies and leverage.

Pasha Shemirani is an advisor at Wealth Management Partners, LLC with one year of industry experience. Prior to joining Wealth Management Partners, he was associated with Parda Group and has been a student for the past ten years. Wealth Management Partners, LLC serves individuals, trusts, pension and profit-sharing plans, and corporate entities by providing discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $793 million in assets and employs a mix of fundamental, technical, and quantitative investment strategies, with notable use of derivatives, margin transactions, and digital asset advisory services.

Norma Abarca is a Certified Financial Planner (CFP®) with eight years of industry experience. She is currently with JSF Financial, LLC, where she has worked since 2021, and previously spent seven years at Churchill Management Group. Abarca holds Series 63 and Series 65 licenses. JSF Financial, LLC is a multi-team firm managing approximately $1.97 billion for a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary investment management and financial planning services, utilizing both bespoke portfolios and model asset-allocation strategies with dynamic exposure across various asset classes.

Steven Cooper is a financial advisor at Dew Point Capital with 15 years of industry experience. He holds a Series 66 designation and previously worked at Steel Peak Wealth Management and UBS Financial Services. He is also a licensed insurance agent and occasionally offers insurance products to clients. Dew Point Capital provides fee-based discretionary portfolio management and financial planning to individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities. The firm uses a custom, strategic allocation approach focused on long-term purchase strategies while allowing short-term trades in unusual market conditions.

Jordan Kahn is a CFA® charterholder with 24 years of industry experience. He has been with HCR Wealth Advisors since 2015 and also serves as Chief Investment Officer of Ascendant Capital Management, a role he has held since 2014. His prior experience includes positions at KAM Advisors, Beverly Investment Advisors LLC, and other firms. HCR Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a blend of fundamental and technical analysis with both long- and short-term strategies, managing nearly $2 billion in client assets across ten advisors.

Ira Ravitz is a financial advisor at Beverly Hills Private Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill Lynch for over a decade each. Beverly Hills Private Wealth, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm manages discretionary portfolios using a combination of asset-allocation frameworks and various analysis methods, and offers access to third-party sub-advisors through its SmartX platform.

Cameron Laine is a financial advisor at Altruist Advisors LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and Purshe Kaplan Sterling Investments. Cameron has been associated with Laine Wealth Management since 2017. Altruist Advisors serves individual investors, trusts, estates, and other entities through a team of six affiliated advisers. The firm offers discretionary portfolio management and financial planning services, employing a blend of fundamental, technical, and quantitative analysis along with a technology-driven approach for ongoing monitoring, rebalancing, and tax management.

Luhmen Tesoro is a financial advisor at Atlantic Investments a Registered Investment Advisor, Inc. based in Los Angeles, CA, with two years of industry experience. Prior to joining Atlantic Investments in 2024, Tesoro worked at the Department of Financial Protection & Innovation for 37 years. 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 conducting periodic account reviews.

Amir Monsefi is a financial advisor at AIRE Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. He serves as an advisory board member of the Mar Vista Family Center, a charitable organization focused on supporting families. AIRE Advisors manages approximately $1 billion in client assets, serving individuals, family offices, employer retirement plans, and brokerage customers. The firm’s investment approach centers on strategic asset allocation and Modern Portfolio Theory, utilizing a diversified range of securities and third-party managers with ongoing monitoring and due diligence.

Grant Colin is a financial advisor at Monarch Wealth Strategies with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, Inc. and SES Inc. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting primarily to affluent individuals, families, trusts, and pension plans. The firm employs a combination of fundamental and technical research to manage portfolios using mutual funds, ETFs, individual securities, and alternative investments on a case-by-case basis.

Catherine Henning is a financial advisor at Pacific Global Investment Management Company with 22 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Pacific Global in various capacities since 2001. Pacific Global serves individual investors, including high-net-worth and non-HNW clients, as well as pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm uses fundamental research and a proprietary screening process for investment decisions, emphasizing value-oriented or core equity styles and total return fixed-income management.

Ralph Scott is a financial advisor at L & S Advisors, Inc. in Los Angeles, CA, holding a Series 66 designation with 27 years of industry experience. He previously worked at Lippman Scott & Associates for 38 years. Scott serves as a board member of Cedar Sinai Hospital, attending quarterly meetings since 2009. L & S Advisors serves individuals, trusts, businesses, and retirement-plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach across multiple strategies, including equities, fixed income, alternatives, and active use of derivatives and margin, managing approximately $1.16 billion for over 1,000 client accounts.

William Tanner is a financial advisor with AMI Asset Management Corp in Los Angeles, holding a Series 65 designation and over 25 years of industry experience. He has worked at AMI Asset Management since 1993 and previously spent 46 years with Tanner Mainstain Glynn & Johnson LLP. Outside of his advisory role, Mr. Tanner is an independent contractor for Ground Control Business Management, a tax consulting firm, and is a partner in two real estate investment partnerships. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, utilizing a fundamental, bottom-up research process across multiple equity and fixed-income strategies. The firm manages a diverse range of accounts and private pooled funds, with nearly $2 billion in assets under management and a focus on tailored investment solutions.

Romello Crowell is a financial advisor at Manhattan West Asset Management, LLC with one year of industry experience. He has held roles at several firms, including Antimatter and TSM 14, where he also works as an NBA agent and business manager outside of investment advisory. Manhattan West Asset Management provides advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to manage portfolios across public and private markets, offering a range of strategies including venture capital, private equity, and retirement plan consulting.

Philip Moston is a financial advisor at Tamar Securities, LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Osaic Wealth, Inc., Zephyr Investment Management, Wells Fargo, U.S. Bank, Citibank, and JP Morgan Chase. Tamar Securities, LLC serves individuals, 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 and quantitative analysis alongside bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Yim Ming Ng is a financial advisor at Confidence Wealth Management, Inc. in Los Angeles, CA, holding a Series 65 designation with seven years of industry experience. He has been with the firm, including its predecessor PLJ Advisors, since 2014. Outside of his advisory role, Ng provides caregiving support for a family member through an IHSS program. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities, managing approximately $344 million in discretionary assets. The firm offers tailored investment advice with a long-term, buy-and-hold approach, utilizing ETF/ETP strategies for diversification and downside protection, and employs sub-advisers and model managers to meet client objectives.