David Wright is a financial advisor with Sierra Investment Management, LLC in Santa Monica, CA, holding a Series 65 designation and 36 years of industry experience. He has been with Sierra Investment Management, Inc. since 1992 and is also associated with Ocean Park Asset Management, Inc. since 1989. Sierra Investment Management, LLC manages discretionary portfolios for individuals, trusts, estates, pension and profit-sharing plans, and certain institutional arrangements. The firm employs a rules-based, tactical investment process focused on quantitative trend-following and sell discipline, with portfolios primarily implemented through mutual funds and cash equivalents.

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 with Logic Wealth Management, LLC in Pasadena, CA, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Logic Wealth Management since 2010 and is also involved with Sophis Real Estate, Inc. and Wealth Management Coach, LLC. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other business entities with tailored investment strategies that combine fundamental, technical, and cyclical analysis. The firm offers discretionary portfolio management, participant account management, and financial planning services.

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.

Jay Henriksen is a financial advisor at J K R & Company, Inc. with eight years of industry experience. He holds a Series 65 designation and has a background that includes a 20-year tenure at Medtronic prior to joining J K R & Company in 2018. J K R & Company provides investment management, financial planning, and retirement plan services to individuals, high net worth clients, and plan sponsors. The firm delivers customized portfolios with ongoing monitoring and offers written financial plans, managing significant discretionary and retirement plan assets.

Nicholas Gutierrez is a financial advisor at JSF Financial, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at NewEdge Securities, Westlake Financial, and in various other roles including at In-n-Out Burger and J. Crew. JSF Financial provides discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm manages approximately $1.73 billion in client assets and employs dynamic asset allocation, model portfolios, and quantitative analysis as part of its investment approach.

Scott Shagrin is a financial advisor with Beverly Hills Private Wealth, LLC, holding a CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including prior roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He has been with Beverly Hills Private Wealth since 2022. Beverly Hills Private Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm manages discretionary portfolios using asset-allocation frameworks and a combination of fundamental, technical, quantitative, and sector analyses, employing a range of strategies across public and private securities.

Payton Thompson is a financial advisor at Dew Point Capital with a Series 65 designation and one year of industry experience. Prior to joining Dew Point Capital, Thompson held roles at Pepperdine University, JRK Property Holdings, and NorthStar Ski Resort. He also has experience as a member of the Boothbay Harbor Yacht Club. Dew Point Capital is an SEC-registered advisory firm that provides fee-based discretionary portfolio management, financial planning, retirement income planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages approximately $512 million in client assets and employs a strategic allocation approach that incorporates fundamental and cyclical analysis with a long-term purchase strategy and occasional short-term adjustments.

Hong Tran is a CFP® professional with 16 years of experience in the financial services industry. He has been with Logic Wealth Management since 2010 and also worked at Origin Financial LLC starting in 2021. Tran holds a Series 65 license and provides investment advice and financial planning. Logic Wealth Management serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations. The firm employs a tailored investment approach combining fundamental, technical, and cyclical analysis, managing portfolios with discretionary trading authority and regular reviews.

Sky Rylant is a financial advisor at Westside Investment Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Westside since 2012. Westside Investment Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charities, and plan sponsors. The firm employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, options, and derivatives, and participates in specialized third-party programs such as SEI’s Managed Accounts Program.

Steven Weinberger is a financial advisor with HCR Wealth Advisors in Los Angeles, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at HCR Wealth Advisors since 1999 and has been associated with Investment Security Corporation since 2002. HCR Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis to implement portfolios on a discretionary basis and manages nearly $2 billion in client assets across ten advisors.

Judith Lu is a financial advisor at Blue Zone Wealth Advisors, LLC with 16 years of industry experience. She holds the Series 66 designation and previously worked at Miracle Mile Advisors, LLC. In addition to her advisory role, she is also licensed as an insurance agent in Los Angeles, CA. Blue Zone Wealth Advisors is an SEC-registered advisory team serving individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm manages approximately $565 million across 170 client relationships, offering portfolio management, financial planning, and retirement consulting. Their investment approach includes tailored asset allocation using various analytic methods and the management of private pooled vehicles and special-purpose funds.

Crystal Oculee is a financial advisor with Confidence Wealth Management, Inc. in Los Angeles, holding a Series 65 credential and bringing 15 years of industry experience. She has worked with Parson Latimer & Judge, LLC and has served as CFO of an affiliated insurance agency. Oculee is also an author and public speaker focusing on financial planning and retirement goals for women. Confidence Wealth Management, Inc. serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities, managing approximately $454 million. The firm combines proprietary model portfolios, third-party managers, and a mix of passive ETFs and actively managed mutual funds, with an emphasis on risk management and diversification.

William Chapman is a Personal Investment Advisor (PIA) at Merrill Lynch Wealth Management. In his role at Merrill, he provides financial guidance and investment strategies tailored to client needs. He holds a Bachelor's Degree and a Master's Degree from the Purdue University System. His academic background supports his expertise in wealth management and financial planning.