Philip Moston is a financial advisor at Tamar Securities, LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Osaic Wealth, Inc., Zephyr Investment Management, Wells Fargo, U.S. Bank, Citibank, and JP Morgan Chase. Tamar Securities, LLC serves individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector and quantitative analysis alongside bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Yim Ming Ng is a financial advisor at Confidence Wealth Management, Inc. in Los Angeles, CA, holding a Series 65 designation with seven years of industry experience. He has been with the firm, including its predecessor PLJ Advisors, since 2014. Outside of his advisory role, Ng provides caregiving support for a family member through an IHSS program. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities, managing approximately $344 million in discretionary assets. The firm offers tailored investment advice with a long-term, buy-and-hold approach, utilizing ETF/ETP strategies for diversification and downside protection, and employs sub-advisers and model managers to meet client objectives.

Zenia Delgado is a financial advisor at Galliott Capital Advisors, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley & Co. and Insigneo Advisory Services. Galliott Capital Advisors is a family-office and investment advisory boutique serving high- and ultra-high-net-worth individuals, families, businesses, institutional clients, and retirement plan sponsors. The firm offers asset and portfolio management, financial planning, multi-family office services, and consulting, utilizing a range of investments including equities, fixed income, ETFs, options, and alternatives.

Jason Kolker is a financial advisor at Mapleton Capital Management, LLC with 24 years of industry experience. He holds a Series 65 designation and has worked at Mapleton Capital Management since 2000 and Ocean Park Capital Management since 1999. Mapleton Capital Management serves as the general partner and investment adviser to three privately offered pooled funds and provides subadvisory portfolio management to high-net-worth individuals, family offices, and trusts. The firm’s investment approach is based on fundamental research to identify early inflection points in company value and often employs an aggressive, relatively short-term trading style including short selling, options, and leverage.

George Hamilton is a financial advisor at Hamilton Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services Advisors, Inc. from 2011 to 2017. Hamilton Wealth serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate clients by providing discretionary portfolio management and retirement plan consulting. The firm utilizes proprietary allocation models and offers a combination of wrap fee program sponsorship and retirement plan consulting services, along with a trading approach that includes borrowing in managed accounts.

Simon Liu is a financial advisor at RVW Wealth LLC with 19 years of industry experience. He has held positions at Harold Davidson & Associates and HCR Wealth Advisors before joining RVW Wealth in 2018. Liu holds the Series 65 designation and works out of Los Angeles, CA. RVW Wealth LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a fundamental research approach, generally allocating client portfolios between equity exposure through ETFs and mutual funds and fixed-income securities, with continuous supervision and at least annual portfolio reviews.

Andrew Edstrom is a financial advisor with WESCAP Group in Glendale, CA, holding Series 63 and Series 65 designations and possessing 13 years of industry experience. He has been with WESCAP Group since 2012. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to a range of clients including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with global diversification and a contrarian, value-oriented emphasis, utilizing mutual funds, ETFs, and for certain clients, options-based strategies and leverage.

Susan Maxey is a financial advisor at Seneca Private Wealth, LLC with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Atlas Legacy Advisors LLC. 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.

Ian Manongdo is a Series 65-registered advisor with L & S Advisors, Inc. in Los Angeles, CA, and has seven years of industry experience. He has worked at L & S Advisors since 2016, with a brief period at Larry's from 2016 to 2018. L & S Advisors serves individuals, trusts, businesses, and retirement plan clients, providing discretionary investment management, financial planning, and consulting services. The firm manages approximately $1.16 billion across more than 1,000 accounts using a tactical and unconstrained investment approach that includes derivatives, margin, and a variety of equity, fixed-income, and private alternative strategies.

Steve Trinh is a Series 66 licensed financial advisor with 14 years of industry experience. He has worked at Navalign, LLC since 2018 and previously held roles at Carter Jacobs, LLC and Merrill. Outside of his advisory work, he is an investor in the restaurant and hospitality industry. Navalign, LLC is a team-based firm serving individuals, retirement plans, trusts, and business entities. The firm provides asset management, financial planning, and pension consulting, employing a fiduciary approach that includes customized portfolios and comprehensive planning services covering areas such as corporate tax and business transition consulting.

Michael Karapetian is a financial advisor with Lazari Capital Management, Inc., holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at firms including Honey Badger Capital LLC, Lyndhurst Securities, and Kovack Securities. Outside of his advisory work, he serves as president of the Karapetian Animal Rescue Environment Foundation, a nonprofit focused on animal rescue and environmental conservation, and holds trustee roles with Moravian University and Merlin Tuttle’s Bat Conservation. 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 employs a range of investment approaches, including discretionary portfolio management and a proprietary quantitative strategy for its private fund, and offers services such as estate and retirement planning, pension consulting, and third-party asset manager recommendations across diverse asset classes.

Lin Chun Liu is a Series 65-licensed financial advisor at L & S Advisors, Inc. in Los Angeles, CA, with 18 years of industry experience. She has been with L & S Advisors since 2009. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, providing discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm applies a tactical, unconstrained investment approach with a range of strategies and active use of derivatives and margin, managing approximately $1.16 billion across over 1,000 client accounts.

Edward Ternan is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with SFE since 2007. Outside of his advisory role, Mr. Ternan is a 50% owner of SilverWise LLC, a business focused on assisting families with aging-related issues. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients, providing investment supervisory services through customized portfolios and model strategies. The firm emphasizes asset allocation, a long-term total-return approach, and risk management through concentrated equity positions combined with fixed-income laddering.

Michael Allen is a financial advisor at Manhattan West Asset Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at RBC Capital Markets, City National Bank, and Morgan Stanley in various roles over an 11-year period. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and a Digital Asset Advisory Program, employing a fiduciary approach that combines fundamental, quantitative, and technical analysis with strategic asset allocation across traditional and alternative investments.

Joseph Perez is a CFP® professional with two years of industry experience, currently serving at Peak Financial Planning. He previously worked at Kaiser Permanente and volunteered at the CSUN VITA Tax Clinic. Perez is based in Canoga Park, CA, and holds the Series 65 designation. Peak Financial Planning advises individual and high-net-worth clients as well as businesses, offering discretionary investment management and comprehensive financial planning. The firm’s approach incorporates Modern Portfolio Theory, strategic asset allocation, and tactical investment strategies, with client engagements delivered through a fixed-fee subscription model emphasizing ongoing monitoring and education.

Andrew Fuller is a financial advisor with Beverly Hills Private Wealth, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at Merrill from 2020 to 2022 and has a varied background including roles at Bank of America and the University of Arizona. Beverly Hills Private Wealth serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities by providing comprehensive portfolio management, financial planning, retirement consulting, and portfolio monitoring. The firm employs a multipronged investment approach that includes fundamental, technical, quantitative, cyclical, and sector analysis, and utilizes strategies involving asset allocation, fixed income, alternatives, and derivatives.

Mordechai Fishman is a Series 66-credentialed financial advisor at JSF Financial, LLC with 22 years of industry experience. He has been with JSF Financial since 2004 and concurrently serves at Mid Atlantic Capital Corporation since 2010. Fishman holds a co-manager role in a private equity investment business and acts as co-trustee of a revocable life insurance trust. JSF Financial is an 11-advisor multi-team firm managing approximately $1.97 billion for nearly 800 client relationships. The firm offers discretionary investment management, financial planning, and wealth management services to individuals, trusts, pension plans, charitable organizations, and businesses.

Jonathan Lewis 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 worked previously at Wells Fargo Clearing and Sanctuary Advisors. Lewis is also a licensed insurance agent involved with Evolve Wealth Insurance LLC. Evolve Private Wealth serves individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans with wealth management, investment management, financial planning, and retirement plan advisory. The firm employs a fundamental, long-term investment approach, utilizing diversified portfolios that include mutual funds, ETFs, stocks, bonds, independent managers, and alternative investments.

Richard Barnett is a CFA® charterholder with five years of industry experience. He has been with Highline Wealth Partners since 2019 and previously worked at Northern Trust for 19 years. Highline Wealth Partners is a registered investment adviser serving individuals, trusts, foundations, retirement plans, and business entities. The firm offers investment management, financial planning, family office services, and corporate retirement plan consulting, with portfolio decisions centralized through an Investment Committee that oversees asset allocation and fund selection.

James Mc Clure is a financial advisor at O'Boyle Wealth Management, Inc. in Beverly Hills, CA, holding a Series 65 designation with six years of industry experience. His prior roles include positions at SilverRidge Asset Management and The Vanguard Group. O'Boyle Wealth Management advises individuals, high net worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, retirement plan consulting, and held-away retirement account management, using a personalized, discretionary approach with diversified asset allocation and tactical techniques.