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.

Luhmen Tesoro is a financial advisor at Atlantic Investments A Registered Investment Advisor, Inc. with one year of industry experience. Prior to joining Atlantic Investments, Tesoro worked for the Department of Financial Protection & Innovation for 37 years. 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 client assets directly but delivers financial plans, conducts periodic account reviews, and uses fundamental, technical, and cyclical analysis to guide investment decisions.

Alexander Dardick is a Series 65 licensed financial advisor with six years of industry experience. He is currently with JRS Investments and Wealth Preservation, LLC and has prior experience at firms including Trilogy Capital and Hightower Advisors. Outside of finance, he is involved with Tutorly, an online tutoring company focused on customized learning for K-12 students, where he serves as a Student Success Team Leader. JRS Investments and Wealth Preservation provides portfolio management and advisory services to individuals, trusts, and small business entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a fundamental, client-specific approach and offers a broad range of investment options, typically managing accounts on a discretionary basis.

Ralph Scott is a financial advisor at L & S Advisors, Inc. with 27 years of industry experience. He holds the Series 66 designation and has worked at L & S Advisors since 2006, previously spending several decades at Lippman Scott & Assoc. He serves as a board member of Cedar Sinai Hospital. L & S Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, trusts, businesses, and charitable organizations. The firm employs tactical and unconstrained strategies guided by macroeconomic analysis and offers access to private alternative investments alongside traditional portfolio management.

Christopher Packard is a financial advisor at Womack Wealth Management, Inc. in Manhattan Beach, CA, with 19 years of industry experience. He has held positions at Morgan Stanley and Morgan Stanley Private Bank prior to joining Womack Wealth Management in 2017. He holds Series 63 and Series 66 licenses. Womack Wealth Management provides investment management, financial planning, wealth-planning, and institutional consulting to individuals, high-net-worth families, retirement plans, trusts, foundations, and business entities. The firm’s investment approach is based on Modern Portfolio Theory and the Efficient Markets Hypothesis, utilizing strategic asset allocation across various asset classes and offering family-office style wealth management and outsourced services to other advisors.

William Tanner is a financial advisor with AMI Asset Management Corp in Los Angeles, holding a Series 65 designation and over 25 years of industry experience. He has worked at AMI Asset Management since 1993 and previously spent 46 years with Tanner Mainstain Glynn & Johnson LLP. Outside of his advisory role, Mr. Tanner is an independent contractor for Ground Control Business Management, a tax consulting firm, and is a partner in two real estate investment partnerships. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, utilizing a fundamental, bottom-up research process across multiple equity and fixed-income strategies. The firm manages a diverse range of accounts and private pooled funds, with nearly $2 billion in assets under management and a focus on tailored investment solutions.

Romello Crowell is a financial advisor at Manhattan West Asset Management, LLC with one year of industry experience. He has held roles at several firms, including Antimatter and TSM 14, where he also works as an NBA agent and business manager outside of investment advisory. Manhattan West Asset Management provides 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 manage portfolios across public and private markets, offering a range of strategies including venture capital, private equity, and retirement plan consulting.

Erin Nelsen is a CFP® and Series 65-licensed financial advisor with 17 years of industry experience. She has been with Asset Planning, Inc. since 2007. Asset Planning, Inc. provides personal financial planning and investment management to individuals, families, trusts, estates, and family businesses. The firm uses a strategic asset allocation approach combining passive index/ETF exposure with selected active funds, dividend-paying equities, and individual bonds, tailoring portfolios on a client-by-client basis.

Robert Jeppson is a financial advisor at Jeppson Wealth Management, LLC, with nine years of industry experience. He holds Series 65 and 66 licenses and has worked as an attorney since 2014, in addition to operating a real estate brokerage since 2017. Jeppson also manages tax-related services through Jeppson Tax, LLC. Jeppson Wealth Management, LLC provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, using a combination of fundamental and technical analysis, and sponsors a wrap fee program that covers transaction and management fees.

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.

Sylvia Salguero is a financial advisor with Albitz/Miloe and Associates, Inc. in Torrance, CA, holding a Series 66 designation and bringing 21 years of industry experience. She has worked with Cetera and its affiliated entities since 2001 and has been with Albitz/Miloe and Associates since 2001. Albitz/Miloe and Associates serves individuals, businesses, and qualified retirement plans, managing approximately $703.5 million across about 618 client relationships. The firm offers discretionary and non-discretionary investment services combining mutual funds, ETFs, equities, fixed income, and variable annuity sub-accounts, using fundamental and technical analysis along with periodic rebalancing and regular monitoring.

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.

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.

Susan Maxey is a financial advisor at Seneca Private Wealth, LLC with 17 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 offers investment and wealth management, financial planning, and retirement plan services to individuals, families, trusts, institutions, and corporations. The firm provides 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 financial advisor at L & S Advisors, Inc. in Los Angeles, CA, holding a Series 65 credential with six years of industry experience. He has worked at L & S Advisors since 2016, with a brief tenure at Larry's from 2016 to 2018. L & S Advisors serves individuals, trusts and estates, charitable organizations, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tactical and unconstrained investment approach that includes fundamental, cyclical, and technical analysis across a range of strategies including equity, fixed income, alternatives, and options.

Connor Campbell is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at PKS Investments and Cetera, with a seven-year tenure at CETERA Advisor Networks LLC. He serves as a board member of the 5 Ryan Foundation, a nonprofit organization focused on financial assistance and fundraising. CLG LLC works with individual and high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and investment strategies, including use of derivatives and third-party sub-advisors, and provides both discretionary and non-discretionary portfolio management.

John Sullivan is a financial advisor at Curated Wealth Partners, LLC with three years of industry experience. He holds the Series 66 and Series 65 designations. Prior to joining Curated Wealth Partners in 2023, he worked at Asana Partners, Thompson Research Group, and Merrill. Curated Wealth Partners serves ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, and investment entities, providing comprehensive wealth management, portfolio construction, manager diligence, and access to private market investments. The firm manages approximately $1.76 billion for a concentrated client base and offers tailored advice across clients’ full balance sheets using a combination of third-party and in-house management.

Zachary Ostrow is a financial advisor at Validus Capital LLC in El Segundo, CA, holding a Series 65 designation. He joined Validus Capital in 2025 and has prior experience at KPMG and Kom Ferry. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services primarily to high-net-worth and ultra-high-net-worth clients. The firm offers customized, long-term portfolio construction and serves as an investment adviser to pooled investment vehicles with approximately $2.54 billion in assets under management as of December 31, 2025.

Evan Danu is a financial advisor at Validus Capital LLC with one year of industry experience. He holds a Series 66 credential and has previously worked at Lockheed Martin and UBS Financial Services Inc. Evan is also a student worker at the University of Southern California under the federal work-study program. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth individuals and entities. The firm manages approximately $2.54 billion in assets and offers customized, primarily long-term portfolios using a range of investment vehicles alongside comprehensive family office support.

Lin Chun Liu is a financial advisor at L & S Advisors, Inc. with 17 years of industry experience. She holds a Series 65 designation and has been with L & S Advisors since 2009. L & S Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm employs tactical and unconstrained strategies based on macroeconomic and monetary-cycle analysis, offering a range of equity, fixed-income, and alternative investment approaches.