John Eing is a CFP® and Series 65-licensed advisor with 10 years of industry experience. He has worked at Quantum Financial Advisors, LLC since 2022 and previously spent seven years at Abacus Wealth Partners. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process focusing on mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable strategies with access to institutional-class funds and specialized investment instruments.

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.

Originally born and raised in New Delhi, India, I came to the USA when I was 17 to attend college at the University of Illinois at Urbana-Champaign. A little over a decade later, I have worked as a technology consultant, lived in 7 cities, married my lovely wife Sharanya, and picked up a liking (plus a license!) for Scuba diving. We have been calling the LA area home for just about 2 years, although we do spend a considerable time traveling! I want to make financial planning more accessible to Indian immigrants in tech in their 30s and 40s who are too busy to implement while eschewing the suit and tie! Why I Started CapitalWe In 2014, I graduated college without a job offer lined up, so I moved to the Bay Area in search of a job. Desperate after a couple months of non-stop job searching, I took the first offer I got, which paid a low salary (by Bay Area standards). I found it challenging to cover bills and rent even while being paid a “coveted” bay area tech salary. In order to make ends meet, I quickly became obsessed with optimizing each dollar and eventually with the FIRE movement (Financial Independence / Retire Early). After speaking with friends, family and colleagues who were all struggling with similar challenges, I realized this is a universal problem. Having learnt about investing, I wanted to find a good advisor who would be able to round out my spreadsheets and was willing to work with young professionals, but found the advisors either had high minimums or were trying to sign me up for sub-par financial products to earn their commissions. I started CapitalWe to relieve financial stress for all young professionals as they transition between various stages of life: school, marriage, home-buying and all other firsts!

Anna Bogorodchenko is a financial advisor at Hillcrest Financial Group in Thousand Oaks, CA. She holds a Series 65 designation and has recently begun her advisory career, joining Hillcrest Financial Group in 2025. Her prior experience includes roles at CIBC Wood Gundy and RBC Dominion Securities. Hillcrest Financial Group offers financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, corporations, and qualified employee benefit plans. The firm uses Modern Portfolio Theory to construct tailored portfolios combining mutual funds, ETFs, and individual securities, and manages approximately $471 million in discretionary assets for a client base served by a four-advisor team.

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, LLC, a role he has held since 2014. HCR Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and other businesses. The firm uses a mix of fundamental and technical analysis, employing both long- and short-term strategies across a diverse range of investment vehicles.

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.

Luhmen Tesoro is a financial advisor with Atlantic Investments a Registered Investment Advisor, Inc. based in Los Angeles, CA. He has one year of industry experience, including time at Atlantic Investments and a prior career spanning over three decades at the Department of Financial Protection & Innovation. 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 offers comprehensive planning services, periodic account reviews, and uses fundamental, technical, and cyclical analysis in its approach.

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.

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.

Daniel Mock is a CFP® and holds a Series 65 license with 11 years of experience in wealth management. He has worked at FMB Wealth Management and FMB Retirement Services since 2014 and more recently at Indivisible Partners LLC. Outside of his advisory role, he serves as President of the Conejo Valley Estate Planning Council, volunteering in administrative and educational capacities. FMB Wealth Management is a team-based, SEC-registered RIA serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm emphasizes integrated wealth management through a long-term, diversified asset-allocation strategy focused on passive index funds and tax-aware investing.

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.

George Hamilton is a financial advisor at Hamilton Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services Advisors, Inc. from 2011 to 2017. Hamilton Wealth serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate clients by providing discretionary portfolio management and retirement plan consulting. The firm utilizes proprietary allocation models and offers a combination of wrap fee program sponsorship and retirement plan consulting services, along with a trading approach that includes borrowing in managed accounts.

Simon Liu is a financial advisor at RVW Wealth LLC with 19 years of industry experience. He has held positions at Harold Davidson & Associates and HCR Wealth Advisors before joining RVW Wealth in 2018. Liu holds the Series 65 designation and works out of Los Angeles, CA. RVW Wealth LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a fundamental research approach, generally allocating client portfolios between equity exposure through ETFs and mutual funds and fixed-income securities, with continuous supervision and at least annual portfolio reviews.

Sandra Bublitz is a CFP® with 43 years of industry experience, currently serving at Alliance Advisory & Securities, LLC since 1991. She also has a long tenure with IDS Life Insurance Company beginning in 1982. Alliance Advisory & Securities, LLC provides investment management and financial planning primarily to individual clients, including high-net-worth individuals, as well as trusts, pension plans, and charitable organizations. The firm employs diversified model allocations and modern portfolio theory with regular portfolio reviews and rebalancing.

Susan Maxey is a financial advisor at Seneca Private Wealth, LLC with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Atlas Legacy Advisors LLC. Seneca Private Wealth, LLC provides investment and wealth management, financial planning, and retirement plan services to individuals, families, trusts, institutions, and corporations. The firm offers customized, risk-adjusted, tax-aware asset allocations combining active and passive strategies and may recommend Independent Managers or private funds for eligible clients.

Ian Manongdo is a Series 65-registered advisor with L & S Advisors, Inc. in Los Angeles, CA, and has seven years of industry experience. He has worked at L & S Advisors since 2016, with a brief period at Larry's from 2016 to 2018. L & S Advisors serves individuals, trusts, businesses, and retirement plan clients, providing discretionary investment management, financial planning, and consulting services. The firm manages approximately $1.16 billion across more than 1,000 accounts using a tactical and unconstrained investment approach that includes derivatives, margin, and a variety of equity, fixed-income, and private alternative strategies.