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.

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.

Amir Monsefi is a financial advisor at AIRE Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. He serves as an advisory board member of the Mar Vista Family Center, a charitable organization focused on supporting families. AIRE Advisors manages approximately $1 billion in client assets, serving individuals, family offices, employer retirement plans, and brokerage customers. The firm’s investment approach centers on strategic asset allocation and Modern Portfolio Theory, utilizing a diversified range of securities and third-party managers with ongoing monitoring and due diligence.

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.

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.