Edward Levi is a financial advisor at Lazari Capital Management, Inc. with 46 years of industry experience. He holds a Series 63 designation and has worked at Lazari Capital Management since 2018. His prior experience includes roles at Oak Shore Partners, LLC and Beverly Hills Wealth Management. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting services to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and a private fund. The firm uses a comprehensive investment approach that incorporates fundamental, technical, cyclical, and quantitative analysis across a broad range of instruments.

Leighton Helfrick is a financial advisor at AWM Capital, LLC with a Series 65 credential and one year of experience. Prior to joining AWM Capital, he worked at Matthews Commercial Real Estate and has held roles affiliated with UC Davis and Cal State San Marcos, including involvement with the UC Davis Baseball Camp. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management and comprehensive financial planning services such as tax, estate, and insurance planning. The firm employs a liability-driven investing framework and an open-architecture platform to create customized portfolios using a variety of investment vehicles, including mutual funds, ETFs, separate account managers, and private placements.

John Bullitt is a CFP®-certified financial advisor at Validus Capital LLC with six years of industry experience. He has worked at firms including Morgan Stanley and StartEngine Crowdfunding, and has held positions ranging from financial advisory roles to business experience in various companies. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm manages approximately $2.54 billion in assets, constructing customized, primarily long-term portfolios using a combination of mutual funds, separately managed accounts, ETFs, individual equities, alternative investments, and fixed income.

Justin Dyer is a CFP® and CFA® with 15 years of industry experience. He is currently with AWM Capital, LLC, where he has worked since 2019, and also owns AWM Ventures LLC, a venture capital investing business. His prior roles include positions at Bridge Advisory LLC and Waypoint Wealth Partners. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a liability-driven investing approach and an open-architecture platform, managing approximately $1.15 billion across a diverse range of investment vehicles.

Marshall Quan is a financial advisor at Sierra Investment Management, LLC with 25 years of industry experience. He holds a Series 65 designation and has worked at Sierra since 1999. Prior to and during his time at Sierra, he has also been associated with Ocean Park Asset Management, LLC since 2007. Sierra Investment Management is an SEC-registered adviser providing discretionary investment management and limited financial planning services to individuals, trusts, pension and institutional clients. The firm employs a rules-based, tactical investment approach using quantitative trend-following signals and a trailing-stop sell discipline across a range of model portfolios.

Cristian Mundy is a CFP® with 15 years of experience in the financial industry. He is currently with Life Line Wealth Management LLC and has prior experience at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he coaches youth basketball at the Hollywood Recreation Center. Life Line Wealth Management is a small team managing approximately $557.6 million in assets, primarily serving individual clients, trusts, and privately held small businesses. The firm focuses on passive, asset-allocation strategies using ETFs, while also integrating other asset classes as appropriate, and provides discretionary investment management along with financial planning services.

Hsinyeh Hsieh is a financial advisor at Globalink Wealth Management, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Globalink Securities, Reign Universal Financial & Insurance Agency, and Transpacific Financial. Outside of her advisory role, she serves as CEO of Reign Universal Financial & Insurance Agency and is a fixed insurance agent at Transpacific Financial. Globalink Wealth Management provides hourly and fixed-fee financial planning along with discretionary and non-discretionary portfolio management for a diverse client base, including individuals, trusts, estates, charitable organizations, and businesses. The firm utilizes multiple investment analyses and strategies and offers both in-house and third-party management options.

Craig Bailey Jr. is a financial advisor at Granite Investment Partners, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including NWQ Investment Management Company, Mandeville Advisors LLC, and Kotak Mahindra Inc. He also serves as an advisor to Equala Therapeutics Inc., assisting the CEO with strategic planning for a pharmaceutical manufacturing startup. Granite Investment Partners provides discretionary investment management to institutional clients, government entities, private pooled vehicles, and high-net-worth individuals. The firm employs a bottom-up research process combining fundamental, technical, and cyclical analysis to construct equity, balanced, and fixed-income portfolios, and manages private funds as well as mutual funds and wrap program arrangements.

Peter Gardiner is a financial advisor with The Investment House LLC in Venice, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with The Investment House LLC since 2012. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled vehicles. The firm uses client-specific investment policies implemented across various strategies, combining fundamental analysis with top-down sector selection and managing registered investment companies, an ETF, and private funds.

Clint Urso is a financial advisor with Atlantic Investments, a Registered Investment Advisor, Inc., based in Los Angeles, CA. He holds a Series 65 designation and has 16 years of industry experience. Urso has worked with Atlantic Investments since 2010 and Atlantic Financial Services, Inc. since 2009. He is also an owner and insurance agent at Atlantic Financial Insurance Services, where he spends approximately half of his time. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm focuses on documenting client goals and risk tolerances, delivering financial plans, and performing periodic account reviews without managing client assets or accepting discretionary trading authority.

Jeffrey Eisfelder is a CFP® professional with 22 years of industry experience, currently serving at SFE Investment Counsel Inc. He previously spent ten years at First Foundation Advisors. Outside of his advisory role, he is the sole licensee owner of GBG Southeast, a youth travel baseball organization in the Southeast. SFE Investment Counsel serves a diverse client base including individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm focuses on asset allocation and a total-return approach with concentrated equity portfolios, combining fundamental, technical, and cyclical analysis alongside fixed-income laddering to manage risk.

Boris Geyzer is a CFA® charterholder with 22 years of industry experience, currently serving at JSF Financial, LLC and Mid Atlantic Capital Corporation. He has been with JSF Financial since 2000 and with Mid Atlantic Capital Corporation since 2010. Outside of his financial advisory work, he is involved as a homecare provider for a disabled relative. JSF Financial provides discretionary investment management, financial planning, wealth management, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $1.97 billion across about 791 client relationships, using a combination of bespoke portfolio management, model asset-allocation strategies, and third-party managers.

Laura Lemoine is a CFP® professional with five years of industry experience. She is currently with Serenus Wealth Advisors, LLC, where she has worked since 2024. Prior to that, she held positions at Camden Capital and The People Concern. Serenus Wealth Advisors serves individual, high-net-worth clients, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm employs a diverse investment process incorporating multiple analysis methods and strategies, managing approximately $1.47 billion in assets across about 141 clients.

Samuel Croucher is a CFP® with seven years of experience in financial advising. He is currently with California Financial Partners, Inc., where he has worked since 2021, and also has experience with LPL Financial. California Financial Partners, Inc. provides financial planning and consulting services to individuals, business entities, and pension plans. The firm follows a structured planning process and uses fundamental analysis and public research sources when evaluating investments, without managing client assets or engaging in discretionary portfolio management.

Eleanor Weinstock is a financial advisor with Evolve Private Wealth, LLC in Los Angeles, holding Series 63 and Series 65 licenses and having 35 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Morgan Stanley, and Sanctuary Advisors. She is also a licensed insurance agent involved with Evolve Wealth Insurance LLC. Evolve Private Wealth, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and financial institutions. The firm manages approximately $2.15 billion in assets with a focus on fundamental analysis and long-term, diversified portfolios that incorporate mutual funds, ETFs, equities, bonds, and alternative investments.

Brian Grimditch is a financial advisor at Highline Wealth Partners with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, as well as earlier positions at Stachur and Emerald Health Services. 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’s investment decisions are made by an Investment Committee, and it provides clients with regular portfolio reviews, educational workshops, and utilizes third-party technology to manage retirement plan sub-accounts.

David Chong is a financial advisor with Strategy Asset Managers L.L.C. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Citigroup Global Markets, Morgan Stanley, Wells Fargo Advisors, and other firms. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients with portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm employs a combination of fundamental equity selection, quantitative approaches, and a range of investment vehicles, and it also offers family office services and manages private pooled investment vehicles.

Jean Calache is a CFP® with seven years of industry experience, currently serving as a financial advisor at JSF Financial, LLC in Los Angeles, CA. He previously worked at NewEdge Securities Inc and spent one year at the University of California Los Angeles. 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, managing approximately $1.73 billion in client assets.

Kelly Kruzick is a financial advisor with Valley Wealth Strategies, LLC in Santa Monica, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Valley Wealth Strategies and LPL Financial in 2017, Kruzick worked at National Planning Corporation for 19 years. Outside of advising, Kruzick is involved in health and wellness as a meditation teacher and provides paralegal assistance to a law firm. Valley Wealth Strategies advises individuals, families, trusts, small businesses, charitable organizations, and retirement plans with customized investment management and financial planning services. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis and manages approximately $1.2 billion in assets, notably maintaining a large share on a non-discretionary basis while overseeing assets managed by independent managers.

Jon Kmett is a financial advisor with SFE Investment Counsel Inc. in Los Angeles, CA. He holds the Series 63 designation and has 37 years of industry experience, including 19 years with SFE Investment Counsel. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients by providing individualized investment supervisory services. The firm emphasizes asset allocation and a total-return approach, managing portfolios with concentrated equity positions and a combination of fundamental, technical, and cyclical analysis alongside fixed-income laddering.