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.

Geoffrey Edelstein is a CFA® charterholder with 13 years of industry experience. He has been with Granite Investment Partners, LLC since 2009. Granite Investment Partners serves institutional and affluent clients, including employee benefit plans, foundations, endowments, pension and profit-sharing plans, government entities, private funds, and high-net-worth individuals. The firm employs a bottom-up investment process combining fundamental, technical, and cyclical analysis, managing discretionary portfolios across equity, balanced, and fixed-income strategies tailored to clients’ objectives.

James Patrick is a financial advisor at Robert L. Bender, Inc. dba Robert Bender & Associates in Pasadena, CA. He holds a Series 66 designation and has been with the firm since 2013. Prior to joining the firm, he has no reported industry experience. Robert Bender & Associates provides asset and portfolio management to individual investors, high-net-worth clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs a combination of fundamental and technical analysis and offers discretionary account management with regular reviews and rebalancing.

Wendy Turk is a financial advisor at The WealthGarden F.S. LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Gerber Kawasaki, Inc. In addition to her advisory role, she serves on the board of Airport Marina Counseling Services, a mental health organization. The WealthGarden F.S. LLC provides discretionary and non-discretionary investment management, financial planning, and consulting primarily for individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm offers customized portfolios using diversified allocations, employs fundamental and cyclical analysis, and integrates estate-planning coordination alongside tax and accounting services.

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.

Scott Rojas is a CFP® with 21 years of industry experience, currently serving as an advisor at ONE Advisory Partners, LLC. He previously worked at Eclectic Associates, Inc. for over two decades. ONE Advisory Partners provides financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and business entities. The firm offers written financial plans, portfolio monitoring, and a Virtual Family Office that coordinates financial, tax, and legal professionals.

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.

Alexandra Mc Carthy is a financial advisor at Stonemark Wealth Management with a Series 65 designation and two years of industry experience. She previously worked at Whittier Trust Company and has held various positions across different industries, including retail and education. Stonemark Wealth Management is a team-based investment adviser serving individuals, trusts, and retirement plans. The firm uses customized model portfolios and a combination of fundamental and technical analysis, offering discretionary portfolio management and consulting services.

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.

Kyle Hurt is a CFP® with seven years of industry experience, currently serving as an advisor at Foundry Financial LLC. His prior experience includes roles at EP Wealth Advisors, LLC and LPL Financial LLC. Foundry Financial LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs diversified, risk-based portfolios and advisory discretion focused on long-term allocation and client coaching against short-term market timing.

Michael Winn is a financial advisor with Validus Capital LLC in El Segundo, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes prior roles at UBS Financial Services, Oppenheimer, First Republic Securities Company, and several family wealth advisory firms. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services primarily to high-net-worth and ultra-high-net-worth clients. The firm constructs customized, long-term portfolios using a range of investment vehicles and offers comprehensive portfolio supervision integrated with family office support.

Michael Diprimio is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at American Trust Investment Services, Vanclef Financial Group, and Delta Investment Management, among others. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process with diverse model strategies tailored to clients’ risk profiles and uses derivatives and other techniques for hedging and income generation.

Jessica Lu Buetow is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Quantum Financial Advisors, LLC since 2025. Prior to joining Quantum, she worked at Abacus Wealth Partners from 2012 to 2024. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process favoring mutual funds, ETFs, and separately managed accounts, with strategies that include both Total Market and Sustainable approaches using institutional-class funds and active transparent ETFs.

Michael Richards is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Axos Invest, Inc and has previously worked at City National Bank and RBC Securities, Inc. Axos Invest serves retail individual clients through automated advisory services, providing discretionary portfolio management with model portfolios composed mainly of mutual funds and ETFs, including thematic and digital-asset options. The firm uses an online questionnaire to tailor lifecycle-based asset allocation models and offers ongoing monitoring, rebalancing, and trade implementation through its Axos Portfolio Management Group.

Balfoure Brenes is a financial advisor at AIRE Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2012 to 2021. Outside of his advisory role, Brenes is the owner of 4TUN801 LLC, a company involved in purchasing raw land. AIRE Advisors manages approximately $1 billion in assets and serves individual clients, family offices, employer retirement plans, and brokerage customers. The firm’s investment approach focuses on strategic asset allocation and Modern Portfolio Theory, utilizing a diverse range of securities and third-party money managers.

Madeline Odell is a CFP® and Series 63–licensed advisor with five years of industry experience. She has worked at Arroyo Investment Group, LLC since 2025 and has been with Capital Research & Consulting LLC since 2018. Prior to her advisory career, she spent 11 years with the La Canada School District. Arroyo Investment Group is a fee-only investment management and financial planning firm managing approximately $319.5 million in client assets. The firm serves individuals and institutional clients using a discretionary, model-driven approach with proprietary screening to maintain 15 model portfolios primarily composed of no-load mutual funds.

Adam Checchi is a financial advisor at Checchi Capital Advisers, LLC in Beverly Hills, CA, holding a Series 65 designation with 19 years of industry experience. He has been with Checchi Capital Advisers since 2007 and previously worked at Checchi Capital Fund Advisers, LLC from 2012 to 2021. Outside of his advisory role, he manages several private investment entities and serves as a director for a Bermuda-based reinsurance company. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals along with various institutional and pooled clients. The firm employs a quantitatively driven investment process using proprietary models to construct globally diversified portfolios, often implementing strategies with ETFs, tax optimization, and transaction-cost reduction.

Eric Weinlein is a financial advisor with WESCAP Group in Glendale, CA, where he has worked since 1988, accumulating 38 years of industry experience. He is part of a six-advisor team at the firm. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines strategic and tactical asset allocation with global diversification and a contrarian, value-oriented approach, often utilizing mutual funds and ETFs, and also serves as Managing General Partner of Hedgecap Partners, L.P., a private pooled investment vehicle.

Anita Rosenstein is a financial advisor at AR Asset Management, Inc. with 29 years of industry experience. She has been with AR Asset Management since 1981. AR Asset Management is an SEC-registered investment adviser that offers discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a fundamentally driven, long-term investment approach focused on large-cap stocks, tax-aware portfolio construction, and fixed income laddering, and it also manages private funds alongside individual client accounts.