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.

Bryan Garris is a CFP® designated financial advisor with 18 years of industry experience. He is currently associated with TriaGen Wealth Management LLC and M.S. Howells & Co., having previously spent 12 years at UBS Financial Services Inc. He is also an owner of G5 Endeavors, Inc., which manages his affiliated RIA firm. TriaGen Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a diverse set of investment strategies and tools tailored to client objectives and manages approximately $535 million in client assets.

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.

Franklin Parks is a financial advisor with Tamar Securities, LLC who holds a Series 63 designation and has 34 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Tamar Securities since 2010. Tamar Securities, LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations with discretionary portfolio management, financial planning, and consulting. The firm manages approximately $1.52 billion in discretionary assets for over 4,000 clients through a multi-advisor team of 17, employing proprietary model programs that combine global value and sector analysis across various asset classes.

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.

Edward Johnson is a CFP®-credentialed financial advisor with 33 years of industry experience. He has been with California Financial Partners, Inc. since 2004. California Financial Partners provides financial planning and consulting services to individuals, business entities, and retirement plans. The firm follows a structured planning process and employs fundamental analysis and public research sources in evaluating investments, without managing client assets or engaging in discretionary portfolio management.

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.

Michael Partlow is a financial advisor at Navalign, LLC in Encino, CA, holding Series 65 and Series 63 designations with five years of industry experience. His prior roles include positions at Monarch Wealth Strategies, Fidelity Investments, TD Ameritrade, and LPL Financial. Navalign serves individuals, retirement plans, trusts, and business entities with investment advisory and planning services, employing a client-focused fiduciary approach that incorporates a broad range of planning topics and may utilize derivatives, leverage, and third-party sub-advisors in portfolio implementation.

Jonathan Dash is a Series 65-licensed advisor at Dash Investments with 21 years of industry experience. He has been involved with Dash Acquisitions LLC since 2004. Dash Investments provides discretionary portfolio management and comprehensive financial planning primarily to high-net-worth individuals, estates, and trusts with a focus on accounts of at least $1 million. The firm employs a long-term, value-oriented investment approach, concentrating on a limited number of industries, and integrates tax planning and estate services into its advisory relationships.

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.

Ben Emons is a financial advisor at Highline Wealth Partners with six years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Emons is the founder and CIO of FedWatch Advisors, which provides outsourced CIO services and customized portfolio solutions for hedge funds, family offices, and other institutional clients. He is also an adjunct professor at the University of Southern California, where he teaches finance and macroeconomics and serves as a career counselor, and contributes market commentary to Bloomberg Odd Lots. Highline Wealth Partners is a registered investment adviser serving individuals, trusts, foundations, retirement plans, and various business entities. The firm offers investment management, financial planning, family office services, and corporate retirement plan consulting, with portfolio decisions centralized through an Investment Committee that manages custom discretionary accounts and provides regular portfolio reviews and participant education.

Kyle Paben is a financial advisor at AR Asset Management, Inc. with seven years of industry experience. He holds a Series 65 designation and has been with AR Asset Management since 2014. Outside of his advisory role, he is an officer at Bask Ventures, Inc., where he oversees development, finances, and general progress, and a partner in Green Team Holdings, a real estate holding company. AR Asset Management, Inc. provides discretionary portfolio management to individuals, trusts, estates, charities, corporations, and pooled investment vehicles, managing approximately $702 million in assets. The firm employs a fundamentally driven, long-term investment approach with an emphasis on large-cap common stocks, tax-aware portfolio construction, and fixed income laddering, and also sponsors private funds managed by an affiliated general partner.

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.

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.

Mcginnis Mccoy is a financial advisor with Prism Advisors, Inc. in Studio City, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work includes 14 years at Wells Fargo Advisors Financial Network, LLC and nine years at Personal Resources Investment and Strategic Management, Inc. Outside of advising, he serves as president of the 8-Ball Flying Club and is a board member of The Luv U Project, a charitable organization focused on mental health. Prism Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, financial planning, retirement plan consulting, and legacy asset management. The firm combines fundamental and sector analysis with strategic asset allocation across traditional and alternative investments and is notable for sponsoring its own wrap fee program and permitting margin use in managed accounts.

Donald Bessler is a financial advisor at Windward Capital Management Company in Los Angeles, CA, holding Series 63, 65, and 66 designations with 23 years of industry experience. He has worked at Windward Capital Management Company since 2004 and served as Chief Investment Officer and Portfolio Manager since 2012. Prior to Windward, Bessler was employed at S.L. Reed & Company and First American Capital Management, Inc. Windward Capital Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, providing discretionary portfolio management, pension consulting, and sub-advisory services. The firm utilizes firm-developed model portfolios and a variety of equity and fixed-income strategies, managing a relatively large asset base with a small advisory team.

Edward Kahn is a financial advisor at Evolve Private Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sanctuary Advisors, LLC, Sanctuary Securities, Inc., and Wells Fargo Clearing. Kahn is also a licensed insurance agent involved with Evolve Wealth Insurance LLC and serves as managing member of SLKahn, LLC, a holding company with ownership interest in Evolve Private Wealth. Evolve Private Wealth 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 with a team of 17 advisors and employs a fundamental, long-term investment approach utilizing diversified portfolios including mutual funds, ETFs, equities, bonds, alternative investments, and derivatives, supported by third-party AI tools.