Nicholas Wolf is a CFP® with nine years of industry experience, currently affiliated with Forefront Wealth Partners. His prior roles include positions at Morgan Stanley, KeyBank, and Manhattan West Asset Management. Outside of finance, he is involved in pet services, specifically dog walking and boarding. Forefront Wealth Partners is a registered investment adviser that provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and businesses. The firm offers customized investment policies and estate-planning coordination, with additional services including tax, insurance, and retirement-plan support.

Luis Salas Ruiz is a financial advisor at First Financial Consulting in Pasadena, CA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America and Merrill, as well as involvement with the Calvert House Catholic Center and the Hispanic Scholarship Fund. First Financial Consulting provides financial planning and investment consulting to individuals, families, trusts, estates, and closely held businesses. The firm specializes in non-discretionary services, developing individualized asset allocation models and investment policy statements while assisting clients with implementation and monitoring at their direction.

Matthew Humiston is a financial advisor at AMI Asset Management Corp in Los Angeles, CA, holding a Series 65 designation with 25 years of industry experience. He has been with AMI Asset Management since 2000. Outside of his advisory role, he is a one-third partner in HUMATA Partners and BPM Partners, partnerships focused on real estate investments, spending less than 10% of his time on these activities. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, managing equity and fixed-income strategies through a fundamental, bottom-up research process. The firm serves a variety of clients, including high net worth individuals and pension plans, and is notable for its role as a private fund adviser and manager of pooled vehicles.

Robert Gillard is a CFP® professional with 27 years of experience in the financial services industry. He has worked at California Financial Partners, Inc. since 2014 and holds licenses including Series 63 and Series 65. He also serves as a notary public outside of his advisory role. California Financial Partners, Inc. provides financial planning and consulting services to individuals, business entities, and pension or profit-sharing plans, primarily on an hourly or fixed-fee basis. The firm uses fundamental analysis and third-party sources for investment analysis and maintains a referral relationship with an accounting firm.

Jason Scott is a financial advisor at L & S Advisors, Inc. with eight years of industry experience. He holds the Series 65 designation and has been with L & S Advisors since 2012 in various roles. L & S Advisors serves individuals, trusts and estates, charitable organizations, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tactical and unconstrained investment approach, incorporating fundamental, cyclical, and technical analysis and utilizing strategies such as concentrated equity portfolios, ETF blends, alternatives, and options.

Norikazu Yamaguchi is a financial advisor with Advanced Portfolio Strategies in Torrance, CA, holding eight years of industry experience. He has been with APS Management Group, Inc. since 2018 and is also involved with Philosophy LLC. Outside of advisory services, he owns ANGEL MARKETING, LLC, a business focused on the sale of group health benefits to businesses. Advanced Portfolio Strategies provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, and business entities. The firm employs a client-specific investment approach that integrates fundamental, quantitative, and technical analysis alongside modern portfolio theory, managing approximately $158.7 million for around 208 clients.

Uziel Gomez is a CFP® professional with three years of industry experience, currently serving at Avise Financial. His work history includes roles at Equalis Financial, US-LATAM Tax Group, International Private Wealth Advisors LLC, and Ballast Point Financial Planning. He also volunteered with California State University's Volunteer Income Tax Assistance program and worked in the Cinema & Television Department at the university. Avise Financial serves a diverse client base, including high net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management alongside comprehensive financial planning, pension consulting, tax preparation, and educational seminars, employing a range of analytical methods and maintaining broad third-party manager relationships.

Samuel Ford is a financial advisor with Advanced Portfolio Strategies in Torrance, CA, holding three years of industry experience. He also owns and operates a solo law practice and has prior experience at multiple law offices dating back to 2013. Advanced Portfolio Strategies serves individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and pension consulting. The firm employs a diversified, multi-strategy investment approach that integrates fundamental, quantitative, and technical analysis, and provides clients access to a broad range of investment vehicles along with insurance and lending products.

Mark Benavides is a financial advisor at Tamar Securities, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pfs Investments Inc. and Primerica Financial Services. Tamar Securities advises 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.

Lindsey Diranian is a financial advisor with Regatta Capital Group, LLC in El Segundo, CA, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at Regatta Capital Group since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Regatta Capital Group serves a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations, using a long-term, fundamental-analysis approach to construct diversified portfolios and offering a range of wealth management and financial planning services.

Daniel Lemus is a financial advisor at AWM Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining AWM Capital, he worked at New York Life and was a student at Baylor University. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds by providing fee-based investment management and comprehensive financial planning, including tax, estate, and insurance analysis. The firm uses an open-architecture platform and liability-driven investing framework to create customized portfolios incorporating mutual funds, ETFs, individual securities, and private placements.

Adam Salas is a CFP®, CFA®, and Series 66 credentialed financial advisor with 14 years of industry experience. He is currently with Quantum Financial Advisors, LLC, where he has worked since 2025. Prior to this, Salas held positions at Wealth Architects, LLC and YellowBrickRoad Financial Advisors, LLC. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process with a focus on mutual funds, ETFs, and separately managed accounts, offering both a Total Market approach and a Sustainable strategy using environmental rankings to guide investments.

Neil Unger is a Certified Financial Planner (CFP®) with five years of industry experience. He is currently affiliated with AIRE Advisors, LLC and has prior experience at Alliance Advisory & Securities, LLC, David S Reinders, Inc., and Kaiser Permanente. AIRE Advisors, LLC manages approximately $1 billion in client assets, serving individual clients, high-net-worth individuals, family-office clients, employer retirement plans, and brokerage customers. The firm offers comprehensive wealth management and investment consulting, utilizing a strategy focused on strategic asset allocation and Modern Portfolio Theory across various asset classes.

Jeffrey Petersen is a CFP® professional with five years of industry experience, currently serving at WESCAP Group since 2017. Prior to joining WESCAP, he held positions with the City of San Jose and San Jose University. WESCAP Group advises a range of clients including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a strategic and tactical asset-allocation approach focused on global diversification, value orientation, tax efficiency, and low transaction costs, utilizing mutual funds, ETFs, and specialized tools such as options-based strategies and private pooled vehicles.

Luca Pasquini is a financial advisor at Checchi Capital Advisers, LLC with two years of industry experience. He holds a Series 65 designation and has previous experience at LPL Financial. Prior to his advisory career, he worked at Rita's Italian Ice. Checchi Capital Advisers provides discretionary portfolio management and sub-advisory services to high-net-worth individuals, foundations, trusts, pension and profit-sharing plans, insurance-dedicated funds, and other investment advisers. The firm employs proprietary statistical and mathematical models along with an index-replication methodology to construct globally diversified equity and fixed-income portfolios focused on diversification, tax optimization, and low turnover.

Ronald Spence is a financial advisor at Atlantic Investments A Registered Investment Advisor, Inc with one year of industry experience. He has been with Atlantic Investments since 2024 and has a long career at Kaiser Permanente dating back to 1983. 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 retirement planning, cash-flow and tax reviews, and estate planning, operating without discretionary trading authority and allowing clients to set investment restrictions in written policy statements.

Kirk Mekerdichian is a financial advisor at Lazari Capital Management, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Lazari Capital Management since 2019, including a prior role at Iron Hill Wealth Management LLC. Lazari Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and an affiliated private fund. The firm offers a range of services including ongoing portfolio and wealth management, estate and retirement planning, pension consulting, and recommendations of third-party asset managers across diverse investment types.

Glen Michel is a financial advisor at Advanced Portfolio Strategies with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at APS Management Group, Inc. since 2016, following five years at MML Investors Services and over 16 years with Mass Mutual Life Insurance Company. In addition to his advisory role, he sells life, health, disability, and long-term care insurance products. Advanced Portfolio Strategies is a small team managing approximately $158.7 million for about 208 clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm’s investment approach integrates fundamental, quantitative, and technical analysis with modern portfolio theory, providing customized strategies and quarterly portfolio reviews.

Justin Yoo is a CFA® charterholder and financial advisor with Blue Zone Wealth Advisors, LLC in Los Angeles, CA. He has experience in the financial industry dating back to 2015, including roles at Titan Global Capital Management, YipitData, Kensho Technologies, and Roubini Global Economics. His career also includes two sabbaticals between 2017 and 2025. Blue Zone Wealth Advisors serves individuals, high-net-worth clients, trusts, employer retirement plans, and business entities, managing approximately $565 million across 170 client relationships. The firm uses a variety of analytic methods to tailor portfolios and offers services ranging from comprehensive asset management to specialized planning for business owners and complex households.

William Caton is a CFP® and CFA® with 23 years of industry experience, currently serving at First Wilshire Securities Management, Inc. since 1998. He is a co-manager of Moose Mountain, LLC, a family-owned business that leases land and equipment for maple syrup production. First Wilshire provides discretionary investment management to individuals, high-net-worth clients, pension and institutional accounts, and sponsors two affiliated private funds. The firm employs a value-oriented approach focused on small- and micro-cap equities, using fundamental research and direct company engagement.