Hagop Karadanaian is a financial advisor at Lazari Capital Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Western Alliance Bank, Vanderbilt Financial Group, Merrill, Primerica, City National Bank, and Citigroup. 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 utilizes a variety of investment approaches including fundamental, technical, cyclical, and quantitative analysis, and offers pension consulting services alongside portfolio and wealth management.

Victor Martinez is a financial advisor at Strategy Asset Managers L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Bank of America, and Merrill. Outside of advisory work, he is a member of Marstel Senior Homes LLC, which is involved in healthcare investments. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm employs a combination of fundamental equity selection, dividend-oriented and growth strategies, and quantitative approaches, managing accounts on a discretionary basis and offering family office services for ultra-high-net-worth families.

Victor Lin is a financial advisor with Griffinest Asia Asset Management, LLC in Pasadena, CA. He holds Series 63 and Series 66 designations and has 24 years of industry experience. Since 2012, he has also served as CEO of Griffinest Asia Securities, LLC. Griffinest Asia Asset Management primarily serves high-net-worth and qualified individual investors, as well as corporations and institutional clients, offering discretionary portfolio management and personalized financial planning. The firm customizes portfolios based on clients’ risk tolerances and objectives, managing approximately $10.27 million in assets across nine clients.

Thomas Hulick is a financial advisor at Strategy Asset Managers L.L.C. in Pasadena, CA, with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Morgan Stanley, UBS Financial Services, and Holly Street Wealth Advisors. Hulick is also the CEO and founder of Hulick Capital Management, LLC. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm combines fundamental equity selection and quantitative strategies across multiple asset classes and is notable for managing private pooled investment vehicles and providing family office services for very large relationships.

Kyle Fulton is a financial advisor at Seneca Private Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at LPL Financial and Finwell. Outside of advising, he is employed as a staff accountant and head of a data entry department at Fulton Management. Seneca Private Wealth, LLC provides investment and wealth management services along with financial planning to individuals, high-net-worth clients, and institutional entities. The firm emphasizes a risk-adjusted, tax-efficient investment approach combining active and passive strategies, with particular focus on retirement plan consulting and managing independent managers on behalf of clients.

Marco Mendoza is a financial advisor at IFC Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans, offering tailored portfolios that combine active and passive strategies across multiple asset classes. The firm also serves as a private fund adviser and fund sponsor, integrating alternative investments and special purpose vehicles within its wealth management programs.

Joseph Robillard is a financial advisor at Windward Capital Management Company in Los Angeles, CA, holding Series 65 and Series 66 licenses with 15 years of industry experience. He has been with Windward Capital Management and its affiliated firm S.L. Reed & Company since 2010. Outside of advisory work, he owns an entertainment and restaurant business in Mammoth Lakes, CA, which includes a bowling alley and restaurant. Windward Capital Management Company serves individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides discretionary portfolio management, pension consulting, and sub-advisory services, utilizing model portfolios and a range of equity and fixed-income strategies.

Hank Krakover is a financial advisor at Evolve Private Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Sanctuary Advisors. He is also a licensed insurance agent involved with Evolve Wealth Insurance LLC and serves as managing member of Krakover Wealth, LLC, a holding company with ownership interest in Evolve Private Wealth. Evolve Private Wealth provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets and employs a long-term investment approach using a diversified mix of low-cost mutual funds, ETFs, equities, bonds, alternative investments, and derivatives, supported by artificial intelligence decision tools.

Maryam Khoshreza is an advisor at AIRE Advisors, LLC with five years of industry experience. Prior to joining AIRE Advisors in 2021, she worked at Macy's Inc. and Oaks Paper Product Company. AIRE Advisors manages approximately $1 billion in client assets, serving individual clients, family-office clients, employer retirement plans, and brokerage customers. The firm offers comprehensive wealth management and investment consulting, with an investment approach centered on strategic asset allocation and Modern Portfolio Theory.

Nhaman Pelphrey is a financial advisor at IFC Advisors LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. 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 noted for operating and advising special purpose vehicles and private fund vehicles.

David Wright is a financial advisor at Sierra Investment Management, LLC with 36 years of industry experience. He holds a Series 65 designation and has worked at Sierra Investment Management, Inc. since 1992 and Ocean Park Asset Management, Inc. since 1989. Sierra Investment Management is a team-based SEC-registered advisor that manages discretionary portfolios and provides limited financial planning for individuals, high-net-worth clients, trusts, retirement plans, and select institutional accounts. The firm uses a rules-based, tactical investment approach focused on trend-following and downside risk management, implementing allocations through multiple program options that include affiliated Ocean Park mutual funds and ETFs.

Eric La is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA, holding a Series 65 designation with five years of industry experience. Prior to his current role, he worked at Sophis Real Estate Inc. and California State University, Fullerton. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other entities, providing discretionary portfolio management, participant account management, and standalone financial planning. The firm tailors investment strategies to each client using a combination of fundamental, technical, and cyclical analysis, with portfolios reviewed quarterly and rebalanced as needed.

Charles Bohlen Jr. is a CFA® charterholder with 29 years of industry experience. He has been with SFE Investment Counsel Inc. since 2007. The firm serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. SFE emphasizes asset allocation and a total-return approach, managing portfolios with a concentrated selection of equity positions and combining fundamental, technical, and cyclical analysis alongside fixed-income laddering to manage risk.

Philip Fessler is a financial advisor at AIRE Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AIRE Advisors since 2021. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, Fessler is involved in managing rental property jointly owned with his spouse. AIRE Advisors manages approximately $1 billion in client assets, serving individual clients, family offices, employer retirement plans, and brokerage customers. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and offers wealth management, retirement plan consulting, and investment consulting services through both discretionary and non-discretionary arrangements.

Shawn Hsieh is a financial advisor at Highline Wealth Partners in Sherman Oaks, CA, with 16 years of industry experience. He holds the CFP®, CFA®, and Series 66 credentials. Prior to joining Highline Wealth Partners in 2018, he worked at City National Bank, DFPG Investments, Inc., and American Financial Network Advisory Services, LLC. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities by providing investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s Investment Committee oversees portfolio decisions and offers participant education and quarterly portfolio reviews, supported by third-party technology for retirement plan management.

Lynne Dorsey is a CFA® charterholder with 36 years of industry experience. She is currently with Elyxium Wealth LLC and previously worked at BMO Family Office and BNY Mellon Wealth Management. Outside of her advisory role, she serves as a successor co-trustee administering estate settlement matters. 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 process across traditional and alternative assets and manages special purpose vehicles to offer clients indirect exposure to privately held companies.

Wei Jing is a financial advisor at East West Wealth Advisors LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Cetera and East West Bank. East West Wealth Advisors provides discretionary separately managed accounts for high-net-worth individuals, trusts, and institutional investors, using a goals-based, multi-asset investment approach overseen by an Investment Policy Committee. The firm also sponsors a wrap-fee program and manages portfolios with attention to liquidity and tax-aware transitions.

David Chung is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA, with 22 years of industry experience. He holds a Series 66 designation and has worked at Logic Wealth Management since 2010. His prior experience includes roles at Sophis Real Estate, Inc., Wealth Management Coach, LLC, and Castle Group Investment Counsel, Inc. Outside of his advisory work, he is involved with Sophis Real Estate, Inc. Logic Wealth Management serves a diverse client base including individual investors, trusts, estates, retirement plans, and corporations. The firm provides discretionary portfolio management, account management for retirement and HSA accounts, as well as financial planning and consulting, utilizing a combination of fundamental, technical, and cyclical analysis tailored to each client.

Daniel Beckwith is a CFP® with 11 years of experience in the financial services industry. He has worked at First Financial Consulting since 2018 and previously spent two years with WESCAP Group. Beckwith is based in Pasadena, CA, and holds the Series 66 designation. First Financial Consulting is a team-based firm serving individuals, families, trusts, estates, and closely held businesses. The firm provides financial planning and investment consulting through customizable, project-based or ongoing services, focusing on client-directed implementation without discretionary trading authority.

Joseph O’Boyle is a CFP® credentialed financial advisor with 23 years of industry experience. He is the president and owner of O’Boyle Wealth Management, Inc. in Beverly Hills, CA, and previously worked at Voya Financial Advisors from 2014 to 2018. Outside of his advisory role, he is also active as an independent insurance agent specializing in life, health, disability, and fixed insurance products. O’Boyle Wealth Management serves individuals, including high-net-worth clients, trusts, employer retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, consulting, and held-away retirement account management, utilizing an investment approach that includes discretionary account management, asset allocation, core-satellite strategies, and a broad range of investment tools.