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 credentials and has worked in various roles at firms including Guardian Life Insurance Company and Park Avenue Securities. Outside of finance, Tesar is a freelance actor, writer, director, and producer in the entertainment industry. One Wealth Capital Management, LLC is an SEC-registered advisory firm managing approximately $307 million for individual and high-net-worth clients, as well as foundations, trusts, corporations, retirement plans, and charitable organizations. The firm employs a macro-environmental approach to tactical asset allocation, combining growth and fixed-income strategies across various investment vehicles.

Roberto Santos is a financial advisor with Arrowroot Family Office, LLC, holding a Series 66 designation and 22 years of industry experience. He has served at Arrowroot Partners, LLC since 2014 and Vitreous Partners, LLC since 2013. Outside of his advisory roles, he is a managing partner at Vitreous Partners Holdings, LLC, providing business consulting on M&A activities, and serves as a board member of GL Concepts. Arrowroot Family Office offers investment advisory and multi-family office services to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm provides customized asset management with both discretionary and non-discretionary options, utilizing analytics-based asset allocation and a variety of investment vehicles, and also manages private pooled investment vehicles and affiliated funds.

Julia Perez is a financial advisor at CRUX Wealth Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Arete Wealth Management, Raymond James Financial Services, and Favia Group. Outside of finance, she occasionally performs as a paid musician for private events. CRUX Wealth Advisors manages approximately $547.7 million for about 656 clients, offering financial planning, discretionary portfolio management, and consulting services to individuals, trusts, charities, pension plans, and privately held businesses. The firm employs a process-driven, team-based approach while allowing advisors to use various analytic methods and maintains a directed-custodian model with a range of investment products including complex structured offerings.

David Thomsen is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with SFE Investment Counsel since 2007. Outside of his advisory role, Mr. Thomsen volunteers with 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 with a focus on individualized investment supervisory services. The firm emphasizes asset allocation and a total-return approach, managing concentrated portfolios through a combination of fundamental, technical, and cyclical analysis along with 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.

Nick Nejad is a CFA® charterholder with eight years of industry experience. He has worked at Beverly Hills Private Wealth, LLC since 2023 and previously held roles at KCS Wealth Advisory and Hotchkis & Wiley Capital Management. 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 asset-allocation frameworks and a combination of fundamental, technical, quantitative, and sector analyses, employing strategies across public and private securities.

John Mccormick is a CFP® professional with 12 years of industry experience. He is currently with Regatta Capital Group, LLC, where he has worked since 2022. Prior to this, he held roles at EP Wealth Advisors and National Planning Corporation. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as institutional investors. The firm employs a long-term, fundamental-analysis investment approach, managing diversified portfolios that include low-cost mutual funds and ETFs, individual stocks, and bonds.

Lameck Lukanga is a CFP® professional with 11 years of industry experience, currently serving at Life Line Wealth Management LLC. He has held roles at affiliated entities including Life Line Holdings, Inc. and Life Line Financial Group since 2011. Lukanga is also a member manager of Life Line Financial Group, a firm providing tax preparation, business management, and accounting services. Life Line Wealth Management offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, and privately held small businesses. The firm employs a Modern Portfolio Theory-based approach with a buy-and-hold strategy, focusing on asset allocation through primarily passive ETFs and customized portfolios managed mostly on a discretionary basis.

Almen Rule is a financial advisor at JSF Financial, LLC based in Los Angeles, CA. He holds a Series 65 designation and has prior experience with KB Diamond Inc and Nasdaq Philippines. JSF Financial provides discretionary investment management, financial planning, wealth management, and retirement plan advisory services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm manages approximately $1.97 billion across 791 client relationships and offers both bespoke portfolio management and access to third-party managers and private investment funds.

Bradford Stelzer is a CFA® charterholder with 4 years of industry experience. He has been with Joel R. Mogy Investment Counsel Inc. since 2004. Joel R. Mogy Investment Counsel Inc. provides discretionary investment counseling and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $2.06 billion across about 237 client relationships, emphasizing long-term, client-oriented advice with a focus on cost-conscious, tax-aware implementation primarily in equities and investment-grade bonds.

Richard Schimbor is a CFA® charterholder with 10 years at AMI Asset Management Corp and three years of industry experience. He is based in Los Angeles, CA, and is part of a nine-advisor team. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, managing equity and fixed-income strategies across several investment vehicles. The firm employs a fundamental, bottom-up research process and serves as a private fund adviser and manager of pooled vehicles, overseeing $1.925 billion in discretionary assets.

Melani List is a financial advisor with Asset Planning, Inc. in Los Alamitos, CA, holding a Series 65 credential and eight years of industry experience. She has been with Asset Planning since 2016. Asset Planning Inc. provides personal financial planning and investment management services to individuals, families, and related entities such as trusts and family businesses. The firm employs a strategic asset allocation approach combining passive index/ETF exposure with selected active funds, dividend-paying equities, and individual bonds, tailoring portfolios on a client-by-client basis.

Carl Lachman is a CFP® and Series 65-registered financial advisor with 22 years of industry experience. He has been with Eclectic Associates, Inc. since 2003 and is currently a member of their 11-advisor team. Eclectic Associates, Inc. is a fee-only, SEC-registered investment adviser serving individuals, trusts, retirement-plan participants, charities, and businesses. The firm provides discretionary investment management and integrated financial planning, managing over $1.4 billion in assets through diversified portfolios that utilize Modern Portfolio Theory and long-term holdings.

James Naify is a financial advisor with AIRE Advisors, LLC in Beverly Hills, CA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Bank of America, N.A. since 2012 and previously at Merrill from 2012 to 2021. Outside of advising, he is the owner of El Dorado Financing Group Inc. AIRE Advisors manages approximately $1 billion in assets and serves individual clients, family offices, employer retirement plans, and brokerage customers. The firm emphasizes strategic asset allocation and Modern Portfolio Theory across diverse investment vehicles, providing both discretionary and non-discretionary wealth management and consulting services.

Rex Jones is a financial advisor at IFC Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo in various capacities from 2004 to 2024. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm uses a comprehensive, tax-aware investment approach combining active and passive strategies across multiple asset classes and is notable for operating special purpose vehicles and private fund vehicles.

Joel Mogy is a CFA® charterholder and principal of Joel R. Mogy Investment Counsel Inc. with eight years of industry experience. He has served as a trustee for selected clients, providing professional fiduciary services. Joel R. Mogy Investment Counsel Inc. offers discretionary investment counseling and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm emphasizes long-term, client-oriented investment strategies based on fundamental analysis and a global perspective, focusing on cost-conscious, tax-aware portfolios primarily composed of domestic and foreign equities and investment-grade bonds.

Brandon Lew is a financial advisor at Kera Capital Partners with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. Outside of finance, he has experience in the hospitality industry, including roles at The Little Friend Private Dining and The Drunken Crab. Kera Capital Partners manages over $1.3 billion for individual and institutional clients, providing discretionary and non-discretionary portfolio management alongside consulting services. The firm’s investment approach combines fundamental and quantitative analysis with an outcomes-oriented asset allocation framework and is notable for its management of private pooled vehicles and special purpose funds.