Aryan Golzar Shabestary is a financial advisor at Navalign, LLC with a Series 65 designation and over a decade of experience in consulting and financial services. Prior to joining Navalign and BNY in 2025, he worked at F.G. Consulting from 2014 to 2025. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting to a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for about 677 clients, employing a range of strategies that include margin borrowing and options trading within separately managed accounts.

Jeffrey Locke is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is currently with AWM Capital, LLC, where he has worked since 2023. Prior to this, he held roles at Five Oceans Advisors and has a background that includes various positions in professional sports organizations. Locke serves as Treasurer and Board Member for The 3rd Decade, a nonprofit providing financial education and mentoring to underserved populations. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm manages approximately $1.15 billion through a multi-team staff of 24 advisors, focusing on liability-driven investing and asset allocation using an open-architecture platform.

Darius Gagne is a CFP® with 20 years of experience in the financial advisory industry. He has worked at Quantum Financial Advisors, LLC since 2022 and previously spent a decade at Abacus Wealth Partners, LLC. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process emphasizing mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable strategies that incorporate environmental rankings and institutional-class investment vehicles.

Francois Viljoen is a financial advisor at IFC Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies and is notable for operating and advising special purpose vehicles and private fund vehicles.

Ryan Brouillette is a financial advisor at L & S Advisors, Inc with 22 years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining L & S Advisors, he worked at Kayne Anderson Capital Advisors, L.P. for 12 years. L & S Advisors serves individuals, trusts, businesses, and plan sponsors by providing discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach with a variety of strategies and actively uses derivatives and margin in managed accounts.

Michael Oconitrillo is a financial advisor with Secure Investment Management, LLC in Inglewood, CA, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. His work history includes roles at Cetera, Strategic Fortune Wealth Management, and Transamerica Financial Advisors, among others. Secure Investment Management serves individuals, business entities, trusts, and estates, providing financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing diversified, low-cost investment vehicles and customized portfolios tailored to client objectives.

Justin Mccurdy is a financial advisor at Manhattan West Asset Management, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Manhattan West since 2017, previously working at AdvicePeriod, LLC. Outside of his advisory role, he is president of a summer basketball camp program called ProSkills. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and a Digital Asset Advisory Program. The firm employs a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis across various investment strategies, managing over $1 billion in assets.

Kevin Lum is a CFP® with seven years of industry experience, currently serving as an advisor at Foundry Financial LLC since 2019. Prior to joining Foundry Financial, he worked at The Table from 2013 to 2019. Outside of his advisory role, he spends a small amount of time managing insurance sales. Foundry Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm constructs diversified, risk-based portfolios using a combination of fundamental, technical, cyclical, charting, and passive investment approaches, with ongoing account monitoring and annual formal reviews.

Kevin Sacre is a financial advisor with Atlantic Investments a Registered Investment Advisor, Inc. in Los Angeles, CA, holding a Series 65 designation and 11 years of industry experience. He has worked at Atlantic Investments since 2015 and Atlantic Financial Services, Inc. since 2017. Outside of financial services, Sacre owns Sacre Images, a photography business established in 2010. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm does not manage client assets directly but offers services including retirement planning, cash-flow and tax reviews, estate planning modules, and referrals to other professionals.

Justin Renteria is a financial advisor with Flagstar Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and eight years of industry experience. His career includes roles at CNR Securities, LLC, City National Rochdale, MML Investors Services, LLC, and Massachusetts Mutual Life Insurance Company. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages discretionary accounts across various asset classes and employs a multi-manager approach supported by Envestnet PMC.

Scott Hood is a CFP® and CFA® with 33 years of industry experience, currently serving at First Wilshire Securities Management, Inc. since 1998. He holds a controlling ownership interest and officer roles in affiliated management entities Lake Street Management, LLC and Mount Wilson Management, LLC. First Wilshire Securities Management, Inc. provides discretionary investment management to individuals, high-net-worth clients, pension and institutional accounts, focusing on a value-oriented approach to small- and micro-cap U.S. and foreign equities. The firm manages separately managed accounts and affiliated private funds, employing fundamental research and an investment committee to guide portfolio decisions.

Harley Wedgbury is a CFP® with 26 years of industry experience, currently serving at California Financial Partners, Inc. since 2001. He also maintains a concurrent affiliation with LPL Financial. California Financial Partners provides financial planning and consulting services to individuals, business entities, and pension and profit-sharing plans, focusing on cash flow, retirement, tax, insurance, and estate planning. The firm follows a structured planning process and relies on fundamental analysis and public research sources in evaluating investments, without managing client assets or providing discretionary portfolio management.

Brent Donovan is a financial advisor at Grant Tani Barash & Altman, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Geneos Wealth Management, Inc. and Hightower Securities. Outside of his advisory role, he is president of MAD Donovan Inc. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and various institutions. The firm offers bundled business-management services alongside customized asset allocation and acts as a multi-family office liaison, providing both investment recommendations and due diligence on third-party managers.

Aram Urfalyan is a CFP® and ChFC® credentialed financial advisor at Acrylic Financial, Inc. with 11 years of industry experience. His prior roles include positions at Pruco Securities, LLC and J.P. Morgan Securities. Outside of his advisory work, he serves as CEO of Paper Tycoon Inc. and is licensed as a realtor and notary. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles. The firm employs a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management alongside one-time and ongoing planning.

Kevin Kiely is a financial advisor at Checchi Capital Advisers, LLC with a Series 65 credential and two years of industry experience. Prior to joining Checchi Capital Advisers in 2021, he worked at Deloitte and held positions at Berry Global and Southern Methodist University. Checchi Capital Advisers provides discretionary portfolio management for high-net-worth individuals, institutional clients, and pooled funds. The firm uses a quantitatively driven investment process, employing proprietary models and diversified portfolios with an emphasis on tax optimization and cost reduction.

Zev Fried is a financial advisor at JSF Financial, LLC in Los Angeles, CA, with 16 years of industry experience. He holds the Series 66 designation and has worked at Mid Atlantic Capital Corporation since 2010, alongside his tenure at JSF Financial beginning in 2008. Fried is also president of AJLH Inc., a pass-through entity established for commission management. 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.

Riley Maher is a financial advisor at Elwood & Goetz Wealth Advisory Group, LLC with 23 years of industry experience. He held a position at Penta Investment Counsel LLC from 2003 until 2026 before joining his current firm. Maher holds Series 63 and Series 65 designations. Elwood & Goetz provides fee-only investment management and comprehensive financial planning services to affluent and emerging-affluent individuals, families, trusts, estates, business owners, and sponsors of corporate retirement plans. The firm emphasizes Modern Portfolio Theory, global diversification, and predominantly passive implementation using index funds and ETFs, combining this approach with institutional retirement-plan fiduciary services and operational practices such as account aggregation through held-away platforms.

Elizabeth Isaacs is a financial advisor at MBM Wealth Consultants, LLC with 14 years of industry experience. She previously worked at Edward Jones and Lincoln Financial Advisors Corporation. Isaacs holds Series 63 and Series 66 designations. MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets through tailored model portfolios that include equity and debt securities, ETFs, options, and other investment vehicles, combining fundamental, technical, and cyclical analysis.

Roberto Santos is a financial advisor with Arrowroot Family Office, LLC, holding a Series 66 designation and 22 years of industry experience. He has served at Arrowroot Partners, LLC since 2014 and Vitreous Partners, LLC since 2013. Outside of his advisory roles, he is a managing partner at Vitreous Partners Holdings, LLC, providing business consulting on M&A activities, and serves as a board member of GL Concepts. Arrowroot Family Office offers investment advisory and multi-family office services to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm provides customized asset management with both discretionary and non-discretionary options, utilizing analytics-based asset allocation and a variety of investment vehicles, and also manages private pooled investment vehicles and affiliated funds.

Turkessa Ferrer Babich is a financial advisor at Westside Financial Advisors LLC with four years of industry experience. She has been with Westside Financial since 2021 and also runs an entertainment company. Westside Financial Advisors LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, including high net worth clients, as well as corporations and other businesses. The firm employs a primarily passive, asset-class-based investment approach using index mutual funds and ETFs, supplemented by fundamental and technical analysis.