Zoe Lawrence is a financial advisor at Grant Tani Barash & Altman, LLC with 14 years of industry experience. She holds a Series 65 designation and has been with the firm since 2004. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and various institutional clients. The firm offers bundled business-management services alongside customized asset allocation and multi-family office liaison work, providing primarily non-discretionary investment advice with limited discretionary authority for short-term cash management.

Jake Sarnoff is a financial advisor at Providence Financial and Insurance Services, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Providence, he worked at Equity Services Inc and True Path Financial. Outside of his advisory role, he is also an insurance agent with JS Financial and Insurance Services LLC. Providence Financial and Insurance Services, Inc. advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm provides discretionary investment management, comprehensive financial and estate planning, and insurance consulting, with an investment approach focused on buy-and-hold strategies using income-producing securities and tailored account supervision.

Lorraine Grossman is a financial advisor at Providence Financial and Insurance Services, Inc. in Woodland Hills, CA, with nine years of industry experience. She holds a Series 65 designation and has worked at Providence Financial since 2014. Outside of her advisory role, she operates a notary service as a sole proprietor in Oak Park, California. Providence Financial and Insurance Services, Inc. provides discretionary investment management, financial and estate planning, and insurance consulting to individuals, pension plans, trusts, and other entities. The firm manages approximately $190 million in client assets, emphasizes a buy-and-hold investment approach, and offers estate-planning legal advice through an affiliated in-house legal practice.

Claire Warren is a CFP® at Elyxium Wealth LLC with zero years of industry experience. She previously worked at BMO from 2022 to 2024 and BNY Mellon Wealth Management from 2015 to 2022. Elyxium Wealth LLC provides comprehensive wealth management and financial planning to individuals, high-net-worth clients, trusts, pension plans, and other entities. The firm employs a multi-disciplinary investment approach across traditional and alternative assets and manages special purpose vehicles that offer clients indirect exposure to privately held companies.

Sharon Nassirzadeh is a CFP® professional with 31 years of industry experience, currently with AIRE Advisors, LLC since 2020. Her prior roles include positions at Bank of America and Merrill Lynch. Outside of her advisory work, she is involved with a real estate investment project as a limited partner in an LLC formed to flip a duplex in Los Angeles. AIRE Advisors manages approximately $1 billion in client assets and serves individual, family-office, and employer retirement plan clients. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and offers a range of wealth management and investment consulting services.

William Witte is a financial advisor at Salem Partners Wealth Management, LLC with 30 years of industry experience. He has been with Salem Partners since 2012 and holds the Series 63 designation. Salem Partners Wealth Management provides discretionary investment advisory and financial planning services primarily to high-net-worth individuals, families, trusts, and institutional clients, managing over $1.5 billion across a relatively small client base. The firm builds customized investment programs grounded in client-specific Investment Policy Statements and employs fundamental valuation metrics and macro indicators in security selection.

David Yoshioka is a financial advisor at Highline Wealth Partners with 24 years of industry experience. He holds a Series 65 designation and has worked at Charlesworth & Rugg, Inc. since 2016, as well as at P.H. Group since 2005. Outside of advising, he serves as the Chief Operations Officer for P.H. Group, an insurance company. Highline Wealth Partners is a registered investment adviser serving individuals, trusts, foundations, retirement plans, and business entities. The firm offers investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, with portfolio decisions centralized through an Investment Committee that oversees asset allocation and fund selection.

Christopher Tyler is a CFP® with seven years of industry experience, currently serving as a financial advisor at Alliance Advisory & Securities, LLC. His prior work includes roles at Raymond James Financial Services and Davies Financial Advisors. Alliance Advisory & Securities, LLC provides investment management and financial planning primarily to individual clients, including high-net-worth individuals, as well as trusts and pension plans. The firm employs diversified model allocations based on modern portfolio theory, offering discretionary and non-discretionary services along with held-away account management through the Pontera platform.

Jack Harrington is a financial advisor at Hillcrest Financial Group in Thousand Oaks, CA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Wood Ranch and MAP Strategic Wealth Advisors, along with periods as a full-time student. Hillcrest Financial Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and employee benefit plans. The firm manages client assets using a combination of Modern Portfolio Theory, macroeconomic and fundamental analysis, and proprietary model portfolios, serving both high-net-worth and non-HNW clients.

James Ellis is a financial advisor with J K R & Company, Inc. in Van Nuys, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with J K R & Company since 1999. Outside of his advisory role, Ellis operates a sole proprietorship focused on term insurance sales and presentations. J K R & Company provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, including high net worth clients, and plan sponsors. The firm customizes investment recommendations based on client risk tolerance and time horizon, emphasizes ongoing account supervision, and utilizes institutional trading and custody arrangements.

John Townsend is a financial advisor at Tamar Securities, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at DA Davidson, GWN Securities, and Equitable Advisors. 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 analysis and bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

David Robinson is a CFA® charterholder with 16 years of industry experience. He has been with Howard Capital Management Group, LLC since 2020 and previously worked at Howard Capital Management, Inc. from 2007 to 2020. Howard Capital Management Group provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis and uses ETFs and mutual funds within its investment strategies.

Nicholas Giannakopoulos is a financial advisor at Total Wealth Services, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Ameriprise Financial Services LLC and Total Wealth Tax, PC, as well as experience in public relations and nutrition industries. Total Wealth Services, LLC serves individual investors, trusts, estates, and charitable organizations with financial planning, consulting, and discretionary wealth and portfolio management. The firm uses a manager- and style-agnostic approach, typically allocating assets to independent subadvisors and tailoring portfolios to client circumstances.

Jeffery Sorensen is a financial advisor at OverRidge Wealth Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Triad Advisors Inc. and Summit Financial Consultants, Inc. Sorensen is also active in professional networking through membership in Provisors, a group that connects professionals from various fields. OverRidge Wealth Advisors serves individual and high-net-worth clients as well as business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and consulting services, employing investment strategies across equities, fixed income, mutual funds, ETFs, and variable annuities using fundamental, technical, and charting analysis.

Spencer Maccuish is affiliated with Alliance Advisory & Securities, LLC and holds a Series 65 credential. He has four years of experience in the financial industry and previously worked at Eternity Bible College for 18 years. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individual clients, trusts, pension plans, and charitable organizations. The firm utilizes diversified model allocations based on modern portfolio theory and manages portfolios with regular reviews and rebalancing.

Adam Weinstock is a CFP®-designated financial advisor at Evolve Private Wealth, LLC with 10 years of industry experience. He has previously worked at Wells Fargo Advisors and Sanctuary Advisors LLC. Outside of advisory services, he is a licensed insurance agent involved with Evolve Wealth Insurance LLC and serves as managing member of Purple Sector Investments, LLC. Evolve Private Wealth, LLC provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm’s investment approach focuses on fundamental analysis and long-term orientation, constructing diversified portfolios using low-cost mutual funds, ETFs, individual equities, bonds, and alternative investments.

Randall Sanada Jr. is a CFP® with 29 years of industry experience, serving at Alliance Advisory & Securities, LLC since 1996. He also holds the position of Vice President at Alliance Financial Group, Inc., overseeing management and operations since 1998. Alliance Advisory & Securities, LLC provides investment management and financial planning primarily to individuals, including high-net-worth clients, as well as trusts, pension plans, and charitable organizations. The firm employs diversified model allocations based on modern portfolio theory and offers both discretionary and non-discretionary services, with regular portfolio reviews and rebalancing.

Jeffrey Fishman is a financial advisor at JSF Financial, LLC with 32 years of industry experience. He holds a Series 63 designation and has been affiliated with JSF Financial since 1996. Fishman is also involved as a trustee and board member for nonprofit organizations, including the Steele Foundation and Washington University in St. Louis Hillel. JSF Financial provides discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm employs dynamic asset allocation, model portfolios, and quantitative analysis to customize investment strategies and manages approximately $1.73 billion in client assets.

Silvia Chi is a financial advisor at Confidence Wealth Management, Inc. in Los Angeles, CA, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Confidence Wealth Management and its predecessor firms since 2015. Outside of her advisory role, she provides personal caregiving services for a family member. Confidence Wealth Management, Inc. serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities through a team of nine advisors. The firm offers portfolio management and fiduciary consulting services, employing proprietary model portfolios and a mix of passive ETFs and actively managed mutual funds with an emphasis on risk management and diversification.

Lionel Tapiero is a financial advisor with Highline Wealth Partners, holding a Series 65 designation and 12 years of industry experience. Prior to joining Highline Wealth Partners in 2020, he worked at Stackin Financial, LLC and Logica Capital Advisers, LLC. Outside of advising, he serves as Sales Vice President at Transunion LLC, where he leads a sales team and oversees product strategy and analytics. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm centralizes portfolio decisions through an Investment Committee and provides participant education and enterprise support services, combining these with private real estate offerings and family office capabilities.