Daniel Mavraides is a financial advisor at Rebalance LLC in Los Angeles, CA, holding a Series 65 designation with six years of industry experience. He has worked at several firms, including Evoke Advisors and INbalance Advisors, before joining Rebalance in 2024. Rebalance LLC provides investment management, financial planning, and decision-support services through its Rebalance360 program to individuals, retirement plans, pooled vehicles, and charitable organizations. The firm manages approximately $1.56 billion in discretionary assets across several hundred accounts, employing a strategic asset allocation framework with a focus on ETFs and long-term rebalancing.

Adam Schwartz is a financial advisor at Evolve Private Wealth, LLC in Los Angeles, CA. He holds a Series 65 designation and has been with SLK Private Wealth Management and Evolve Private Wealth since 2023. Prior to his advisory career, he studied at the University of Wisconsin - Madison from 2021 to 2025. Evolve Private Wealth provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm employs a fundamentally driven, long-term investment approach using diversified portfolios of low-cost mutual funds, ETFs, individual securities, and alternative investments, with an emphasis on ongoing portfolio monitoring and client communication.

Anderson Lafontant is a CFP® professional with 10 years of industry experience. He has worked at Blue Zone Wealth Advisors, LLC since 2024 and previously spent 10 years at Miracle Mile Advisors, LLC. Blue Zone Wealth Advisors is an SEC-registered advisory team managing approximately $565 million across 170 client relationships. The firm serves individuals, high-net-worth clients, trusts, employer retirement plans, and business entities, providing portfolio and asset management, financial planning, and retirement plan consulting with a focus on tailored asset allocation and diverse analytic methods.

Adam Blumenstein is a financial advisor at Mapleton Capital Management, LLC with 25 years of industry experience. He holds a Series 65 designation and has worked at Mapleton since 1999. His prior experience includes roles at Ocean Park Capital Management, LLC and self-employment dating back to 1985. Mapleton Capital Management serves as the general partner and investment adviser to three privately offered pooled funds and provides subadvisory portfolio management for high-net-worth individuals, family offices, and trusts. The firm’s investment approach focuses on fundamental research to identify early inflection points in company value and employs an aggressive, relatively short-term trading style that can include short selling, options, and leverage.

Lisa Sternberg is a financial advisor at Highline Wealth Partners with nine years of industry experience. She holds a Series 65 designation and has been with Charlesworth & Rugg, now operating as Highline Wealth Partners, since 2022. Outside of her advisory role, she occasionally provides bookkeeping and administrative support for her husband's company and for a former employer. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering services such as investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are guided by a centralized Investment Committee, and it provides clients with regular portfolio reviews, participant education, and utilizes third-party technology for managing employer retirement plans.

Sun Shim is a CFP®-certified financial advisor with 20 years of industry experience, currently working at Mason & Associates, Inc. since 2006. Prior to this, Sun Shim spent 11 years at Cambridge Investment Research, Inc. In addition to advisory work, Sun Shim is an independent insurance agent and a notary public. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm’s investment approach is based on Modern Portfolio Theory and includes strategic asset allocation, sector rotation, and global diversification, typically implemented through no-load or load-waived mutual funds and ETFs.

David Carter is an advisor with Strategy Asset Managers L.L.C. and has no prior industry experience. His background includes long-term roles with the Sports Business Group and the University of Southern California. Strategy Asset Managers serves individuals, high-net-worth and ultra-high-net-worth families, pension and institutional clients, and pooled investment vehicles. The firm offers portfolio management, retirement plan consulting, financial planning, and a family office, managing approximately $930 million in discretionary assets and providing a range of equity and multi-asset investment strategies.

Armen Kesian is a financial advisor at Evolve Private Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Sanctuary Securities, Inc., NYLIFE Securities LLC, and J.P. Morgan Securities. Outside of his advisory roles, Armen has been involved with Siraki, Inc. and In Home Supportive Services (IHSS). 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 fundamental, long-term investment approach utilizing diversified portfolios and advanced tools such as third-party AI decision-support.

David Kim is a financial advisor at Matauro, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Purshe Kaplan Sterling Investments, and Simplicity Investments, Inc. In addition to his advisory role, he is involved in fixed insurance products through a contracted relationship with CRUMP. Matauro, LLC manages over $1 billion across nearly 900 client relationships, providing wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, retirement plans, and business entities. The firm employs a diversified investment approach integrating fundamental, macroeconomic, technical, and ESG analyses, utilizing both in-house and third-party portfolio management across various asset classes.

James Koller is an investment advisor representative at Lazari Capital Management, Inc. with 12 years of industry experience. He has held roles at Lyndhurst Securities, Kovack Securities, Park Avenue Securities, Guardian Life Insurance Company, and Wynn & Wynn Financial. In addition to his advisory work, he is involved in insurance sales as a sole proprietor. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting to a diverse client base including individuals, trusts, high-net-worth clients, and corporations. The firm employs a comprehensive investment approach that integrates fundamental, technical, cyclical, and quantitative analysis and manages accounts primarily on a discretionary basis.

Bruce Heymont is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Horizon Wealth Management, where he has worked since 2022. His prior experience includes roles at Heymont & Company, Inc. and LPL Financial. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fiduciary-oriented investment management and financial planning, utilizing diversified portfolios with mutual funds, ETFs, and individual securities supported by fundamental and technical analysis.

Anne Slevin is an advisor at Checchi Capital Advisers, LLC with a Series 65 designation and two years of industry experience. Prior to joining Checchi Capital Advisers in 2024, she worked at Greenlight Guru from 2021 to 2024 and was a student and intern from 2016 to 2021. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and various institutional and pooled clients. The firm employs a quantitatively driven investment process using proprietary models to construct globally diversified portfolios, often implemented with ETFs and tax-optimization strategies, and is notable for its role as a private fund adviser to insurance-dedicated vehicles and sub-advisory services to other advisers.

Liliana Verduzco is a financial advisor at Mason & Associates, Inc. in Los Angeles, California, with nine years of industry experience. She holds a Series 65 designation and also works as an Account Manager for Insurance Group Benefits. Verduzco has been associated with Charles W Mason & Associates, Orion Risk Management, and Cass and Johansing over her career. Mason & Associates, Inc. serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses by providing personalized financial planning, investment management, and limited-scope hourly planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing strategic and tactical asset allocation, sector rotation, and global diversification.

Daniel Watson is a financial advisor at Arroyo Investment Group, LLC with 10 years of industry experience. He has been with Arroyo Investment Group since 2017 and has also worked at Capital Research & Consulting, LLC since 2015. Outside of his advisory work, he serves as a Senior Law Enforcement Advisor for the Department of Justice. Arroyo Investment Group is a fee-only investment management and financial planning firm managing approximately $319.5 million in client assets. The firm serves individuals and institutional clients using a discretionary, model-driven approach with proprietary portfolio screening and regular performance reporting.

John Schnieders is a CFP® and CFA® credentialed advisor with 28 years of industry experience. He has been with Schnieders Capital Management, LLC since 2006, where he is part of a two-advisor team based in Pasadena, CA. Schnieders Capital Management provides discretionary and non-discretionary portfolio management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a blend of fundamental, technical, qualitative, and quantitative analysis with a focus on asset allocation and primarily long-term holdings, managing approximately $1.06 billion in assets across 459 client accounts.

Charles Bohlen is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, holding a Series 65 designation. He joined SFE Investment Counsel in 2026 and has prior experience at New Sun Partners LLC, Renewable Resources Group LLC, CreateSafe, Inc., and Metamason, Inc. SFE Investment Counsel serves a diverse client base including individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm emphasizes asset allocation and a total-return approach, managing concentrated portfolios through fundamental, technical, and cyclical analysis combined with fixed-income laddering.

Alexander Collins is a CFP® and holds a Series 65 license with two years of experience in financial advising. He currently works at HCR Wealth Advisors in Los Angeles and previously held positions at Amgen and Starlight Marine Services. Collins also attended California Maritime Academy. HCR Wealth Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm uses a combination of fundamental and technical analysis with both long- and short-term strategies, managing nearly $2 billion in assets across ten advisors.

Michael Nguyen is a financial advisor with Syndicated Capital, Inc. in Monrovia, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill, MML Investors Services, LLC, MASSMUTUAL Life Insurance Company, and DWTS, LLC. Outside of his advisory work, he serves as CEO of TFML Financial & Insurance Services LLC. Syndicated Capital, Inc. provides money management, portfolio management, and wealth management services to individuals, trusts, corporations, and 401(k) plans, offering customized advisory programs without account minimums and managing over $137 million on a discretionary basis.

Debra Fukawa is a financial advisor at Pasadena Private Wealth, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America N.A., and Pensionmark Securities, LLC. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities. The firm offers discretionary and non-discretionary asset management, financial planning, retirement plan consulting, and acts as manager or general partner for private funds, employing a model-driven investment process that includes fundamental analysis and long-term portfolio construction.

Kim Ibrahim is a financial advisor at Grant Tani Barash & Altman, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with the firm since 2004. Prior to that, he worked at Grant Tani Barash & Altman, Inc. beginning in 2000. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and various institutional clients. The firm offers bundled business-management services alongside customized investment advice, acting as a multi-family office liaison with a focus on non-discretionary investment recommendations and short-term cash management.