Jon Bowles is a financial advisor with Secure Investment Management, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Secure Investment Management since 2023 and operates his own financial services business, Jon L. Bowles Finances, since 2010. Outside of advising, he is the U.S. Operations Lead and a partial owner of the Sports Financial Literacy Academy, which produces sports-themed financial education materials for athletes. Secure Investment Management serves a diverse client base including individuals, trusts, and business entities, offering financial planning and portfolio management with a quantitative, factor-based investment approach grounded in Modern Portfolio Theory. The firm utilizes low-cost funds and tailored strategies through Orion Portfolio Solutions and operates as a network of independent adviser representatives customizing portfolios to client goals.

Stephen Michalski is a Series 65-licensed advisor with BMB Advisers LLC in Los Angeles, CA, and has 26 years of industry experience. He has worked at BMB Advisers since 1999 and is also a shareholder and officer at Freedman Broder & Company Accountancy Corp., where he has been involved since 1985. All principals of BMB Advisers are also principals of this accounting practice. BMB Advisers primarily serves high-net-worth individuals in the entertainment industry, along with their related trusts, estates, and retirement accounts. The firm offers direct portfolio management and a referral-based Independent Advisor Program, with a long-term investment approach that favors passive equity exposure and diversified managed fund models.

Patrick Mcdonald is a CFP® and Series 66 licensed advisor with 10 years of industry experience. He has worked at Manhattan West Asset Management, LLC since 2023 and previously held roles at MAI Capital Management and The AYCO Company, L.P./Mercer Allied. Manhattan West Asset Management provides investment 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 construct diversified asset allocations across public and private markets, offering both separately managed accounts and pooled investment vehicles.

Bradley Hammerman is a CFP® professional with 17 years of industry experience, currently associated with Beverly Hills Private Wealth, LLC. Prior to joining Beverly Hills Private Wealth in 2025, he worked at Seia LLC and Core Financial. Beverly Hills Private Wealth provides advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a diversified investment process incorporating fundamental, technical, quantitative, cyclical, and sector analysis, offering comprehensive portfolio management and financial planning tailored to larger accounts.

Steven Campeas is a Series 65-credentialed advisor at HCR Wealth Advisors with three years of industry experience. He is also the sole owner of SJC Business Management, Inc., which provides tax and business management services separate from his work at HCR Wealth Advisors. HCR Wealth Advisors offers discretionary portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental and technical analysis and uses a range of investment strategies and vehicles tailored to individual client policies.

Steven Rezzelle is a financial advisor at Manchester Financial Inc with 13 years of industry experience. He has previously worked at Fidelity Investments, Securities America, Hefren-Tillotson, and Scottrade. He also operates as an independent licensed insurance agent specializing in life, health, and variable insurance products. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm uses individualized client profiles and multiple asset-allocation models to manage diversified portfolios, employing both long- and short-term strategies and offering plan-participant investment management through the Pontera platform.

Nicholas Andrian is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Evolve Private Wealth, LLC and has previously worked at MAI Capital Management, Evoke Wealth, and First Republic Private Wealth Management. His background also includes roles in educational and nonprofit organizations such as Dickinson College and Common Cause Pennsylvania. 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 fundamentally driven, long-term investment approach that incorporates diversified portfolios, alternative investments, and third-party AI decision-support tools.

Gabriela Arenzano Chagas is an advisor at JSF Financial, LLC with Series 65 and Series 63 licenses and one year of industry experience. Her prior work includes roles at Vox Capital, Buffalo Exchange, and several positions in Israel including Masschallenge Israel and Tel Aviv University. JSF Financial provides discretionary investment management, financial planning, and wealth management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $1.97 billion across 791 client relationships and offers bespoke portfolio management along with access to third-party managers and private investment funds.

Scott Gaynor is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Navalign, LLC, where he has worked since 2023. His prior experience includes roles at KCS Wealth Advisory and Signature Estate & Investment Advisors LLC. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for about 677 clients, employing a mix of investment strategies including margin borrowing and options trading, alongside pension consulting and corporate-level financial services.

Hugh Meyer is a financial advisor at Highline Wealth Partners with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. Highline Wealth Partners is a registered investment adviser serving individuals, trusts, foundations, retirement plans, and business entities. The firm provides investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, with portfolio decisions centralized through an Investment Committee.

Andrew Lowenstein is a financial advisor at Cruden Bay Investment Management, LLC with 19 years of industry experience. He has been with Cruden Bay since 2016 and previously worked at LPL Financial from 2012 to 2016. His credentials include Series 63 and Series 65 registrations. Outside of advisory work, he has involvement with DRL Insurance Services, LLC. Cruden Bay Investment Management serves individuals, high-net-worth clients, foundations, corporations, and other business entities, offering discretionary and non-discretionary portfolio management along with financial planning and consulting services. The firm employs a risk-adjusted investment approach combining fundamental and technical analysis with both long- and short-term strategies, and it operates a wrap-fee program that integrates money management and administrative costs.

Ala Smochinsky is a financial advisor with The L. Warner Companies, Inc., holding a Series 66 designation and eight years of industry experience. Prior to joining The L. Warner Companies in 2021, he worked at Four Points Capital Partners LLC and Niagara International Capital Limited. Outside of his advisory role, he is involved in property management. The L. Warner Companies serves high-net-worth individuals, trusts, estates, and retirement plans, as well as corporations, non-profits, and other business entities. The firm employs a research-driven investment process led by an internal Chief Investment Officer and analyst team, constructing diversified portfolios with a focus on multi-year horizons and incorporating strategies such as options and third-party manager programs.

Daniel Frattali is a financial advisor at HS Wealth Partners with nine years of industry experience. He holds a Series 65 designation and has prior experience at Cambridge Investment Research Advisors. In addition to his advisory role, Frattali is president of Frattali & Co, Inc., a CPA and tax preparation firm. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates. The firm provides discretionary investment management and comprehensive financial planning with a primarily long-term, fundamental investment approach.

Selwyn Gerber is a financial advisor at RVW Wealth LLC with 22 years of industry experience. He holds a Series 65 designation and has been involved with RVW Investing LLC since 2006. In addition to his advisory role, Gerber serves as president of Gerber & Co., Inc., a certified public accounting and tax preparation firm he has managed since 1985. RVW Wealth provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a fundamental research approach focused on ETFs, mutual funds, and bonds, with active supervision and regular client reviews, and maintains a formal affiliation with an accounting and tax firm.

Peter Mainstain is a financial advisor with AMI Asset Management Corp, holding the PFS™ designation and a Series 65 license, and has 24 years of industry experience. He serves as Managing Director of Ground Control Business Management, a business management and tax consulting firm, where he dedicates most of his time. He is also a partner in two partnerships that invest in real estate. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, employing a fundamental, bottom-up research process across multiple equity and fixed-income strategies. The firm manages nearly $2 billion in assets and acts as a private fund adviser and manager of pooled vehicles.

Estelle Thrasher is a Series 65-credentialed advisor with Grant Tani Barash & Altman, LLC in Beverly Hills, CA. She has been with the firm since 2011 and has 15 years of industry experience. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and a variety of 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.

Sean Sottile is a financial advisor at Alliance Advisory & Securities, LLC with one year of industry experience. He holds a Series 65 credential and previously worked for Santa Clarita Foursquare Church under the name Crosspoint for eleven years. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individual clients, including high-net-worth individuals, as well as trusts, pension plans, and charitable organizations. The firm utilizes diversified model allocations and modern portfolio theory, offering discretionary and non-discretionary portfolio management alongside financial planning and held-away account services.

David Horvitz is a CFP® professional with 18 years of industry experience, currently serving at Cheviot Value Management, LLC. He has been with Cheviot for over 16 years. Outside of his advisory role, he is Vice President of the Board of Directors and Chair of multiple committees at the Jewish Free Loan Association, a nonprofit providing zero-interest loans in Southern California. Cheviot Value Management offers discretionary investment management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach with fundamental analysis and diversification, alongside tactical asset allocation and alternative strategies, managing nearly $963 million in assets across a compact team.

Todd Golper is a CFP® and holds a Series 63 license with two years of industry experience. He is currently with Elyxium Wealth LLC and previously worked at BNY Mellon Wealth Management for nine years. Golper is a managing member of Elyxium Family Office, LLC, a family office services firm. Elyxium Wealth LLC provides wealth management and financial planning to high-net-worth individuals, trusts, pension plans, and other entities. The firm combines fundamental, quantitative, technical, and credit analysis in its investment approach, utilizing both traditional and alternative assets while managing special purpose vehicles for indirect private company exposure.

Robert Katch is a financial advisor at Manchester Financial Inc with 35 years of industry experience. He has been with Manchester Financial since 1990. Manchester Financial provides portfolio management, comprehensive financial planning, and limited consulting to individuals—including high-net-worth clients—as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm uses individualized client profiles and various asset-allocation models, employing discretionary authority for day-to-day management across multiple asset classes while continuously monitoring accounts.