Richard Ward is a CFA® charterholder with 18 years of industry experience. He has been with Curated Wealth Partners, LLC since 2018 and previously worked at Deutsche Bank from 2015 to 2018. Richard holds Series 63 and Series 65 licenses. Curated Wealth Partners serves ultra–high‑net‑worth individuals, families, and related entities by providing holistic wealth management and consulting across public and private markets. The firm offers customized advice with a focus on portfolio construction, manager selection, private market investing, and family office services.

Marcus Crawshaw is a financial advisor at The William Allan Corporation with 24 years of industry experience. He holds a Series 65 designation and has been with the firm since 2014. The William Allan Corporation provides investment advisory and planning services to individuals, high net worth clients, non-profits, trusts, and corporate accounts. The firm offers discretionary asset management, financial planning, and consulting, managing over $185 million in client assets with an approach that includes individualized account supervision, fundamental analysis, and a combination of long-term investing and selective short-term strategies.

Matthew Heller is a financial advisor at HCR Wealth Advisors in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Port Films, Walt Disney Company, NZK Productions, Warner Bros. Entertainment, and Royal Caribbean Group. HCR Wealth Advisors provides discretionary portfolio management, financial planning, and consulting to individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and other businesses. The firm uses a combination of fundamental and technical analysis with both long- and short-term strategies, managing nearly $2 billion in client assets across a team of ten advisors.

Christopher Blassick is a CFP® with eight years of industry experience, currently serving at Fort Point Capital Partners LLC. He previously worked at Camden Capital and Salem Partners. Blassick is also a managing director at Fort Point Capital, focusing on investment advisory services for high-net-worth clients. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm emphasizes risk management through global diversification, active oversight, tax-aware strategies, and operates a multi-series private investment program investing across alternative yield, growth equity, real estate, and credit strategies.

Howard Altman is a Series 65–licensed financial advisor with Grant Tani Barash & Altman, LLC, based in Beverly Hills, CA. He has 16 years of industry experience and has been with Grant Tani Barash & Altman in its various forms since 1992. Grant Tani Barash & Altman serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and pension/profit-sharing plans. The firm operates as a multi-family office providing integrated business management services alongside investment advisory and consulting, typically acting as a liaison to third-party investment managers.

Kenneth Kilpo is a financial advisor at Windward Capital Management Company in Los Angeles, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at Windward since 2003 and previously at S.L. Reed & Company for 26 years. Kilpo serves as a Managing Director at Windward Capital Management Company. Windward Capital Management Company provides discretionary portfolio management to individual and high-net-worth clients, as well as pension consulting and education services to employee benefit plans. The firm employs various investment strategies driven by firm models and sub-advisers, managing approximately $1.86 billion in assets with a small advisory team.

John Eing is a CFP® and Series 65-licensed advisor with 10 years of industry experience. He has worked at Quantum Financial Advisors, LLC since 2022 and previously spent seven years at Abacus Wealth Partners. 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 focusing on mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable strategies with access to institutional-class funds and specialized investment instruments.

Axel Hsu is a financial advisor at Curated Wealth Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining Curated Wealth Partners, he worked at Parametric Portfolio Associates and has held various roles in different organizations including the University of Washington and Selman Breitman LLP. Curated Wealth Partners serves ultra–high‑net‑worth individuals and their families, along with related entities such as trusts, estates, and charitable organizations. The firm offers holistic wealth management and consulting across public and private markets, providing customized advice and expanded family office services through a small advisory team managing over a billion dollars in client assets.

Barbara Moreno is a financial advisor at Evolve Private Wealth, LLC with 10 years of industry experience. She holds the Series 66 designation and previously worked at Sanctuary Advisors, LLC, Sanctuary Securities, Inc., and Merrill. Evolve Private Wealth, LLC 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 that includes diversified portfolios of low-cost mutual funds, ETFs, individual equities, bonds, and alternative investments, supplemented by third-party AI decision-support tools.

David Colley is a financial advisor at CRUX Wealth Advisors in Long Beach, CA, with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Arete Wealth Management, Raymond James Financial Services, and Waddell & Reed. Outside of advising, he is an insurance agent, providing insurance solutions and client consultations. CRUX Wealth Advisors offers investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using multiple analytical methods and generally manages client accounts on a discretionary basis with ongoing monitoring.

Seta Keshishian is a CFP®-certified financial advisor with seven years of industry experience, currently with JSF Financial, LLC in Los Angeles, CA. She has worked at Mid Atlantic Capital Corporation and JSF Financial since 2018 and has been affiliated with UCLA since 2016. In addition to her advisory role, she serves as president of SK Financial Planning Corp, a personal services corporation, and works as a licensed agent for life and long-term care insurance sales. 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 and model portfolios, conducts due diligence on private investment funds, and offers expanded wealth-management services including philanthropic planning.

Pasha Shemirani is an advisor at Wealth Management Partners, LLC with one year of industry experience. Prior to joining Wealth Management Partners, he was associated with Parda Group and has been a student for the past ten years. Wealth Management Partners, LLC serves individuals, trusts, pension and profit-sharing plans, and corporate entities by providing discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $793 million in assets and employs a mix of fundamental, technical, and quantitative investment strategies, with notable use of derivatives, margin transactions, and digital asset advisory services.

Norma Abarca is a CFP® certificant with eight years of industry experience. She has worked at JSF Financial, LLC and NewEdge Securities LLC since 2021, and previously spent seven years at Churchill Management Group. JSF Financial, LLC is a multi-team firm with 11 advisors that provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, trusts, pension plans, charitable organizations, and businesses. The firm employs a tailored approach using individualized discretionary accounts alongside model asset-allocation strategies and incorporates due diligence for third-party managers and private investment funds.

Kenneth Lee is a CFP®-certified financial advisor with 30 years of industry experience, currently serving at CLG LLC. His career includes roles at Purshe Kaplan Sterling Investment and Cetera, among others. Outside of advisory work, he is a partner in a family-owned real estate business, where he assists with property management. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering comprehensive asset management, financial planning, and retirement plan consulting. The firm employs a variety of analytical methods and investment strategies, including the use of sub-advisors, derivatives, and digital assets, providing both discretionary and non-discretionary portfolio management.

Robert Sowder is a financial advisor with CLG LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investment, Cetera Advisor Networks, LPL Financial, and H&R Block. Outside of his advisory work, he owns R.H. Sowder Enterprises, an S-Corporation structured for liability and tax purposes. CLG LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities by offering asset management, financial planning, retirement plan consulting, and related advisory services. The firm uses a range of analytical methods and investment strategies, including discretionary and non-discretionary management, third-party sub-advisors, and derivative instruments, distinguishing itself with a diversified operational and product approach.

Steven Cooper is a financial advisor at Dew Point Capital with 15 years of industry experience. He holds a Series 66 designation and previously worked at Steel Peak Wealth Management and UBS Financial Services. He is also a licensed insurance agent and occasionally offers insurance products to clients. Dew Point Capital provides fee-based discretionary portfolio management and financial planning to individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities. The firm uses a custom, strategic allocation approach focused on long-term purchase strategies while allowing short-term trades in unusual market conditions.

Jordan Kahn is a CFA® charterholder with 24 years of industry experience. He has been with HCR Wealth Advisors since 2015 and also serves as Chief Investment Officer of Ascendant Capital Management, LLC, a role he has held since 2014. HCR Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and other businesses. The firm uses a mix of fundamental and technical analysis, employing both long- and short-term strategies across a diverse range of investment vehicles.

Ira Ravitz is a financial advisor at Beverly Hills Private Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill Lynch for over a decade each. Beverly Hills Private Wealth, LLC 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 a combination of asset-allocation frameworks and various analysis methods, and offers access to third-party sub-advisors through its SmartX platform.

Cameron Laine is a financial advisor at Altruist Advisors LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and Purshe Kaplan Sterling Investments. Cameron has been associated with Laine Wealth Management since 2017. Altruist Advisors serves individual investors, trusts, estates, and other entities through a team of six affiliated advisers. The firm offers discretionary portfolio management and financial planning services, employing a blend of fundamental, technical, and quantitative analysis along with a technology-driven approach for ongoing monitoring, rebalancing, and tax management.

Luhmen Tesoro is a financial advisor with Atlantic Investments a Registered Investment Advisor, Inc. based in Los Angeles, CA. He has one year of industry experience, including time at Atlantic Investments and a prior career spanning over three decades at the Department of Financial Protection & Innovation. 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 assets directly but offers comprehensive planning services, periodic account reviews, and uses fundamental, technical, and cyclical analysis in its approach.