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.

Christopher Ridout is a financial advisor with Westside Financial Advisors LLC in Los Angeles, CA. He has been in the industry for four years and previously worked at Zimmerman Reed for seven years. In addition to his advisory role, he is also a consulting attorney. Westside Financial Advisors LLC provides discretionary portfolio management and financial planning services to individuals, including high net worth clients, as well as corporations and businesses. The firm employs a primarily passive, asset-class-based investment approach using index mutual funds and ETFs, supplemented by fundamental and technical analysis and occasional third-party sub-advisory 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.

Warren Grant is a financial advisor with Grant Tani Barash & Altman, LLC in Beverly Hills, CA, holding a Series 65 credential and 16 years of industry experience. He has been with Grant Tani Barash & Altman since 2004 and previously with Grant Tani Barash & Altman, Inc. since 1992. Grant Tani Barash & Altman serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and pension/profit-sharing plans. The firm operates as a multi-family office, combining business management services like bookkeeping, tax planning, and bill payment with investment advisory and consulting.

Craig Weston is a financial advisor at L&S Advisors, Inc in Los Angeles, CA, holding a Series 65 designation with 10 years of industry experience. He has been with L&S Advisors since 2016. L&S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants with discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach, utilizing a variety of strategies and instruments including derivatives and margin, while managing a diverse range of accounts through a 12-advisor team.

Sienna Yoshida is a financial advisor with Westside Investment Management, LLC in Kahului, HI, holding a Series 66 designation and 26 years of industry experience. She has been with Westside Investment Management and LPL Financial LLC since 2013. Westside Investment Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charities, and plan sponsors. The firm employs a range of investment strategies, including equities, fixed income, derivatives, and alternative investments, and participates in specialized programs such as SEI’s Managed Accounts Program.

Mark Bogar is a CFA® charterholder with five years of industry experience. He currently serves at Elyxium Wealth LLC, where he has worked since 2025. Prior to this, he was with Pallas Capital Advisors, LLC from 2020 to 2024 and held a position at BNY Mellon for twelve years. Elyxium Wealth LLC provides comprehensive wealth management and financial planning to individuals, high-net-worth clients, trusts, pension plans, and other entities. The firm’s investment approach combines fundamental, quantitative, technical, and credit analysis across traditional and alternative assets, and it manages special purpose vehicles that offer clients indirect exposure to privately held companies.

Michael Galanowsky is a CFA® charterholder based in Los Angeles, CA, with 10 years of industry experience. He is currently with Manhattan West Asset Management, LLC, a firm where he has worked since 2022, and previously spent seven years at One Capital Management. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm employs a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis with strategic asset allocation across various investment strategies and manages over $1 billion in discretionary assets.

Bryan Molinar is a CFP® with 10 years of industry experience, currently serving at Seneca Private Wealth, LLC. His prior experience includes roles at Atlas Legacy Advisors LLC, Wells Fargo Clearing, and UBS Financial Services. 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.

Elan Solomon is a financial advisor at Evolve Private Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at One Capital Management, LLC, Regents Capital Corporation, Chapman University, Ambry Genetics, and Redica Systems. 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, fundamentally driven investment approach that includes diversified portfolios, alternative investments, and the use of AI decision-support tools.

Geoffrey Edelstein is a CFA® charterholder with 13 years of industry experience. He has been with Granite Investment Partners, LLC since 2009. Granite Investment Partners serves institutional and affluent clients, including employee benefit plans, foundations, endowments, pension and profit-sharing plans, government entities, private funds, and high-net-worth individuals. The firm employs a bottom-up investment process combining fundamental, technical, and cyclical analysis, managing discretionary portfolios across equity, balanced, and fixed-income strategies tailored to clients’ objectives.

Wendy Turk is a financial advisor at The WealthGarden F.S. LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Gerber Kawasaki, Inc. In addition to her advisory role, she serves on the board of Airport Marina Counseling Services, a mental health organization. The WealthGarden F.S. LLC provides discretionary and non-discretionary investment management, financial planning, and consulting primarily for individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm offers customized portfolios using diversified allocations, employs fundamental and cyclical analysis, and integrates estate-planning coordination alongside tax and accounting services.

Kyle Paben is a financial advisor at AR Asset Management, Inc. with six years of industry experience. He holds a Series 65 credential and has been with AR Asset Management since 2014. Outside of advising, he serves as an officer at Bask Ventures, Inc., overseeing development and finances in the agriculture and wholesale sector. AR Asset Management is an SEC-registered investment adviser managing approximately $702 million in assets for individuals, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a fundamentally driven, long-term investment approach focused on large-cap domestic and international stocks, tax-aware portfolio construction, and fixed income laddering.

Jonathan Gerber is a financial advisor at RVW Wealth LLC in Los Angeles, CA, with 22 years of industry experience. He holds a Series 65 designation and has worked at RVW Investing LLC and Gerber & Co. for the past 20 years. Gerber serves on the boards of two nonprofit organizations, the Zeitz Foundation and Bnei Akiva of Los Angeles. RVW Wealth provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a fundamental research approach, allocating portfolios primarily between equity ETFs and mutual funds and fixed-income securities, with continuous supervision and at least annual reviews.

Philip Albitz is a CFP® with 43 years of experience in financial advising. He is president of Albitz/Miloe and Associates, Inc., where he has worked since 1988. Prior to and concurrent with this role, he has been associated with various Cetera entities since 1989. Outside of his advisory work, he serves on the board of Sports 4 Mankind, a charitable organization that distributes sports equipment globally. Albitz/Miloe and Associates serves individuals, businesses, and qualified retirement plans, managing approximately $703.5 million across about 618 client relationships. The firm offers discretionary managed accounts, non-discretionary variable-annuity allocation services, and ongoing advisory reviews, combining mutual funds, ETFs, individual equities, fixed income, and variable annuity sub-accounts in its investment approach.

Sy Lippman is a financial advisor with L & S Advisors, Inc. in Los Angeles, holding a Series 66 designation and 27 years of industry experience. He previously worked at Lippman, Scott & Associates for 38 years. Lippman is also a general partner and passive investor in Anthem Leasing Associates. 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 a variety of strategies and asset classes, including active use of derivatives and margin within managed accounts.

Donald Bessler is a financial advisor at Windward Capital Management Company in Los Angeles, CA, with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Bessler previously worked at S.L. Reed & Company for 22 years and has been with Windward Capital since 2004. Windward Capital Management Company provides discretionary portfolio management to individual and high-net-worth clients, as well as pension consulting and education services to employee benefit plans. The firm also offers sub-advisory services and model portfolios to other registered investment advisers, using a range of fundamental, charting, and cyclical analysis methods across multiple strategies.

Michael Winn is a financial advisor at Validus Capital LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including First Republic Investment Management, Sanctuary Wealth, and Boulevard Family Wealth. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth individuals and entities. The firm manages approximately $2.54 billion in total assets and offers customized, primarily long-term portfolios along with a range of integrated family office services.