Corey Barash is a financial advisor at Grant Tani Barash & Altman, LLC with 16 years of industry experience. He holds a Series 65 designation and has been with the firm since 2004. Corey operates within an eight-advisor team based in Beverly Hills, California. Grant Tani Barash & Altman serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and pension/profit-sharing plans as a multi-family office. The firm integrates accounting, tax, and business management services with investment advisory and consulting, typically providing non-discretionary recommendations while delegating most portfolio management to third-party managers.

Amanda Rocca is a financial advisor at Highline Wealth Partners with 27 years of industry experience. She holds a Series 63 designation and has worked at firms including Allworth Financial, AW Securities, Ms Howells & Co, and Hall Private Wealth Advisors. Highline Wealth Partners is a registered investment adviser serving individuals, high-net-worth clients, trusts, foundations, retirement plans, and business entities. The firm offers investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, with portfolio decisions centralized through an Investment Committee and supported by education and technology-driven solutions.

Stephen Rischall is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Navalign, LLC since 2018. He previously worked at Carter Jacobs, LLC and 1080 Financial Group. Outside of his advisory role, he owns Mod Potter, an e-commerce business specializing in plant and garden products. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million across about 677 clients, utilizing fundamental analysis and a mix of investment strategies including the use of borrowing and derivatives within separately managed accounts.

Mercy Grace Mabanag is a financial advisor at Atlantic Investments, a Registered Investment Advisor, Inc., based in Los Angeles, CA. She holds two years of industry experience and previously worked for over four decades at Cedars Sinai. Mercy Grace transitioned from her prior career to the financial advisory field in 2024. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm focuses on retirement, cash-flow, tax, and estate planning, acting as a liaison while performing periodic account reviews without managing client assets directly.

Joshua Rothstein is a financial advisor at Angeles Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Angeles Wealth Management since 2014. Angeles Wealth Management provides discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm acts as a manager-of-managers, allocating client capital to model portfolios and third-party managers, and incorporates alternative investments through private funds and fund-of-fund structures.

Kenneth Cornutt is a CFP® and PFS™ credentialed advisor at Westside Financial Advisors LLC with nine years of industry experience. He previously operated as a CPA under Kenneth Cornutt CPA for two years before joining Westside Financial Advisors in 2017. Outside of advisory work, he owns Westside Tax and Accounting Services, which provides accounting and tax-related services. Westside Financial Advisors serves individual and high-net-worth clients as well as corporations, focusing on passive investment management primarily through index mutual funds and ETFs. The firm offers discretionary investment management, comprehensive financial planning, and integrates business and employee-benefit planning with tax and accounting considerations.

Ryan Meacham is a financial advisor at Highline Wealth Partners with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Vivaldi Capital Management and Cornerstone Wealth Management. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and various business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are made through a centralized committee and it provides regular portfolio reviews, participant education, and utilizes third-party technology for retirement plan management.

Mark Cohen is a financial advisor at Westside Investment Management, LLC in Santa Monica, CA, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Westside Investment Management since 2010 and also maintains an affiliation with LPL Financial. Outside of his advisory work, Cohen owns two non-investment-related businesses, Milldog Inc. and Alipony Racing. 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 diverse investment approach that includes equities, fixed income, mutual funds, ETFs, options strategies, derivatives, and private fund investments, and it participates in select third-party programs such as SEI’s Managed Accounts Program.

Marc Ackerman is a financial advisor at IFC Advisors LLC with 27 years of experience in the industry. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Wells Fargo Investments. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans. The firm combines active and passive strategies in tax- and cost-focused asset allocations and integrates third-party independent managers and alternative investments for qualified clients as part of a broader wealth management program.

Kennedy Reardon is a financial advisor at IFC Advisors LLC with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing, Bank of America N.A., and Merrill prior to joining IFC Advisors. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans. The firm combines active and passive strategies with a tax- and cost-focused approach, integrating third-party independent managers and alternative investments for qualified clients.

Cole Kahrilas is a financial advisor with GT Investment Management, LLC in Los Angeles, CA. He holds a Series 65 designation and has experience working with the Kahrilas Group since 2019, following a prior role at Eisner Law. GT Investment Management provides investment advice and financial planning primarily to high-net-worth individuals. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and non-investment services such as tax preparation and small-business planning, employing a tailored approach to client objectives and risk tolerance.

Jon Bowles is a financial advisor with Secure Investment Management, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Secure Investment Management since 2023 and operates his own financial services business, Jon L. Bowles Finances, since 2010. Outside of advising, he is the U.S. Operations Lead and a partial owner of the Sports Financial Literacy Academy, which produces sports-themed financial education materials for athletes. Secure Investment Management serves a diverse client base including individuals, trusts, and business entities, offering financial planning and portfolio management with a quantitative, factor-based investment approach grounded in Modern Portfolio Theory. The firm utilizes low-cost funds and tailored strategies through Orion Portfolio Solutions and operates as a network of independent adviser representatives customizing portfolios to client goals.

Theresa Pablos is a CFP® with two years of industry experience, currently serving as a financial advisor at Avise Financial. She previously worked at Wealth Enhancement Group and KCS Wealth Advisory. Outside of financial advising, she operates Theresa Pablos Communications, providing consulting on podcast production. Avise Financial serves a diverse client base, including individuals, trusts, charitable organizations, and institutions. The firm offers discretionary investment management combined with financial planning, pension consulting, tax preparation, and business management, employing a range of analytical approaches and maintaining extensive third-party relationships.

Stephen Michalski is a Series 65-licensed advisor with BMB Advisers LLC in Los Angeles, CA, and has 26 years of industry experience. He has worked at BMB Advisers since 1999 and is also a shareholder and officer at Freedman Broder & Company Accountancy Corp., where he has been involved since 1985. All principals of BMB Advisers are also principals of this accounting practice. BMB Advisers primarily serves high-net-worth individuals in the entertainment industry, along with their related trusts, estates, and retirement accounts. The firm offers direct portfolio management and a referral-based Independent Advisor Program, with a long-term investment approach that favors passive equity exposure and diversified managed fund models.

Patrick Mcdonald is a CFP® and Series 66 licensed advisor with 10 years of industry experience. He has worked at Manhattan West Asset Management, LLC since 2023 and previously held roles at MAI Capital Management and The AYCO Company, L.P./Mercer Allied. Manhattan West Asset Management provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to construct diversified asset allocations across public and private markets, offering both separately managed accounts and pooled investment vehicles.

Bradley Hammerman is a CFP® professional with 17 years of industry experience, currently associated with Beverly Hills Private Wealth, LLC. Prior to joining Beverly Hills Private Wealth in 2025, he worked at Seia LLC and Core Financial. Beverly Hills Private Wealth provides advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a diversified investment process incorporating fundamental, technical, quantitative, cyclical, and sector analysis, offering comprehensive portfolio management and financial planning tailored to larger accounts.

Jonathan Foster is a financial advisor with Angeles Wealth Management, LLC in Santa Monica, CA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including 15 years with Angeles Wealth Management. Angeles Wealth Management offers discretionary portfolio and wealth management, financial planning, and philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm employs a manager-of-managers approach, utilizing model portfolios and third-party managers, and incorporates alternative investments through private funds and affiliated entities.

Steven Campeas is a financial advisor with HCR Wealth Advisors in Los Angeles, CA. He holds a Series 65 designation and has four years of industry experience. In addition to his advisory role, he is the sole owner of SJC Business Management, Inc., which provides tax and business management services independently from HCR Wealth Advisors. HCR Wealth Advisors offers discretionary portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a range of investment strategies using fundamental and technical analysis and manages nearly $2 billion in assets across its team of ten advisors.

Elizabeth Greulich is a CFP® and holds a Series 65 license with 11 years of industry experience. She currently works at Quantum Financial Advisors, LLC and has been with the firm since 2022, following a tenure at Abacus Wealth Partners starting in 2014. Quantum Financial Advisors, LLC serves individuals, high net worth families, trusts, estates, employer retirement plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment approach using mutual funds, ETFs, and separately managed accounts with systematic factor tilts and offers both Total Market and Sustainable strategies.

Nicholas Andrian is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Evolve Private Wealth, LLC and has previously worked at MAI Capital Management, Evoke Wealth, and First Republic Private Wealth Management. His background also includes roles in educational and nonprofit organizations such as Dickinson College and Common Cause Pennsylvania. 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 fundamentally driven, long-term investment approach that incorporates diversified portfolios, alternative investments, and third-party AI decision-support tools.