Shawn Landis is a CFP® professional with 18 years of industry experience, currently serving at HCR Wealth Advisors since 2014. He holds a Series 66 designation and is based in Los Angeles, CA. 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 both fundamental and technical analysis to implement customized investment policies and manages nearly $2 billion in client assets across a team of ten advisors.

Richard Holtz is a financial advisor at Ocean Park Capital Management, LLC with 24 years of industry experience. He holds a Series 65 designation and has worked at Ocean Park Capital Management since 1999. Outside of his advisory role, he is the Racing Manager for Broad Racing LLC, where he is involved in buying, selling, and racing horses. Ocean Park Capital Management provides investment management exclusively to pooled investment vehicles, focusing on fundamental research to identify early inflection points. The firm employs an aggressive trading style that includes short-term trading, short sales, options, and opportunistic use of leverage, managing portfolios on a discretionary basis within broad fund mandates.

Simon Hobbs is a financial advisor at California Financial Partners, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to joining California Financial Partners in 2019, he was affiliated with LPL Financial starting in 2018 and operated Silver Ring Productions LLC for a year. California Financial Partners provides financial planning and consulting services to individuals, business entities, and pension or profit-sharing plans, focusing on hourly or fixed-fee engagements without managing client assets. The firm’s planning process includes thorough financial assessments and investment analysis using fundamental research and third-party sources.

Terry Lamn is a CFP® and holds a Series 66 license, with 19 years of experience in the financial industry. He has worked at Stonemark Wealth Management since 2024 and previously held positions at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade. Outside of finance, he works as a part-time event photographer. Stonemark Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of fundamental and technical analysis and employs strategies including options and leveraged ETFs, tailoring portfolios to client objectives and risk tolerance.

Yale Kofman is a financial advisor at Elyxium Wealth LLC with seven years of industry experience. He previously worked at BMO Family Office, LLC and BNY Mellon Wealth Management. Kofman serves on the board and executive committee of the Japan Society of Northern California, which fosters relationships between Japan and the San Francisco Bay Area. Elyxium Wealth LLC provides comprehensive wealth management and financial planning to individuals, high-net-worth clients, trusts, pension plans, and other entities. The firm employs a multi-faceted investment process across traditional and alternative assets and manages a concentrated client roster with over $1.3 billion in regulatory assets under management.

Michael Meylor is a financial advisor at IFC Advisors LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Oakley, and UCSB Economics. 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 utilizes a tax- and cost-focused approach combining active and passive strategies across various asset classes, and it also serves as a private fund adviser and fund sponsor with a range of specialized services.

Thomas Crecelius is a financial advisor at Joel R. Mogy Investment Counsel Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Joel R. Mogy Investment Counsel since 2019, following five years at Capital Group Companies. Joel R. Mogy Investment Counsel provides discretionary investment counseling and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm emphasizes client-oriented, long-term portfolio management based on fundamental analysis and a global perspective, focusing on cost-conscious, tax-aware strategies primarily involving equities and investment-grade bonds.

Jay Sanders is a financial advisor at Blue Zone Wealth Advisors, LLC in Los Angeles, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he worked for seven years at Firestone Walker Brewing Co. and took a sabbatical in 2023. Blue Zone Wealth Advisors is an SEC-registered advisory team managing approximately $565 million across 170 client relationships. The firm serves individuals, high-net-worth clients, trusts, employer retirement plans, and business entities, offering portfolio management, financial planning, and retirement consulting, with a focus on tailored asset allocation and a variety of analytic methods.

Angelica Spielman is a financial advisor at Manhattan West Asset Management, LLC with 10 years of industry experience. She holds the Series 65 and Series 63 designations. Angelica’s work history includes roles at Finalis Securities LLC and Fora Travel, alongside a long-term advisory position at Manhattan West Asset Management. She is also involved with the San Diego Jewish Academy. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, and endowments. The firm employs a fiduciary, client-tailored approach combining fundamental, quantitative, and technical analysis across traditional and alternative investment strategies, managing over $1 billion in discretionary assets.

Aleksandr Keyfes is a financial advisor at Salem Partners Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Salem Partners since 2010. Salem Partners Wealth Management provides discretionary investment supervisory and portfolio management services primarily to high-net-worth individuals, families, trusts, and other entities. The firm manages approximately $413 million and focuses on sizable accounts, typically with a minimum of $10 million, offering customized portfolios that include a range of traditional and alternative investments.

Emily Logan is a CFP® and Series 66-registered financial advisor with 15 years of industry experience. She is affiliated with California Capital Management and Purshe Kaplan Sterling Investments. Outside of her advisory roles, she serves as successor trustee for a family trust. California Capital Management provides investment advisory services to individuals, trusts, pension plans, and corporate entities. The firm offers customized portfolio management through a wrap fee program and retirement plan consulting, managing approximately $358 million in discretionary assets for a client base of several hundred accounts.

Hagop Karadanaian is a financial advisor at Lazari Capital Management, Inc. with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Western Alliance Bank and Vanderbilt Financial Group. 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 strategies, including fundamental, technical, cyclical, and quantitative analysis, and offers services such as portfolio management, estate and retirement planning, and pension consulting.

Victor Martinez is a financial advisor with Strategy Asset Managers L.L.C., holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. He is a member of Marstel Senior Homes LLC, involved in the healthcare sector. Strategy Asset Managers advises individuals, high-net-worth and ultra-high-net-worth families, pension and institutional clients, and pooled investment vehicles, offering portfolio management, retirement plan consulting, financial planning, and a Strategy Family Office. The firm employs a range of equity and multi-asset strategies and serves as adviser and sponsor to private funds, providing audited investor reporting and estate planning support.

Victor Lin is a financial advisor with Griffinest Asia Asset Management, LLC in Pasadena, CA. He holds Series 63 and Series 66 designations and has 24 years of industry experience. Since 2012, he has also served as CEO of Griffinest Asia Securities, LLC. Griffinest Asia Asset Management primarily serves high-net-worth and qualified individual investors, as well as corporations and institutional clients, offering discretionary portfolio management and personalized financial planning. The firm customizes portfolios based on clients’ risk tolerances and objectives, managing approximately $10.27 million in assets across nine clients.

Thomas Hulick is a financial advisor at Strategy Asset Managers L.L.C. with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Newbridge Securities Corporation and Monarch Bay Securities, LLC. Hulick is also the CEO of Hulick Capital Management, LLC, an investment advisory firm he founded, and manages an insurance agency focused on sales and marketing of insurance products. Strategy Asset Managers, LLC provides portfolio management, retirement plan consulting, financial planning, and a family office service to individuals, high-net-worth families, pension and institutional clients, and pooled investment vehicles. The firm manages approximately $930 million in discretionary assets and offers multiple equity and multi-asset investment strategies as well as private fund advisory and estate planning support.

Kyle Fulton is a financial advisor at Seneca Private Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at LPL Financial and Finwell. Outside of advising, he is employed as a staff accountant and head of a data entry department at Fulton Management. Seneca Private Wealth, LLC provides investment and wealth management services along with financial planning to individuals, high-net-worth clients, and institutional entities. The firm emphasizes a risk-adjusted, tax-efficient investment approach combining active and passive strategies, with particular focus on retirement plan consulting and managing independent managers on behalf of clients.

Marco Mendoza is a financial advisor at IFC Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans, offering tailored portfolios that combine active and passive strategies across multiple asset classes. The firm also serves as a private fund adviser and fund sponsor, integrating alternative investments and special purpose vehicles within its wealth management programs.

Joseph Robillard is a financial advisor with Windward Capital Management Company in Los Angeles, CA, holding Series 65 and Series 66 credentials and 15 years of industry experience. He has been with Windward and affiliated firm S.L. Reed & Company since 2010. Outside of his advisory role, he is the owner of an entertainment and restaurant business in Mammoth Lakes, CA. Windward Capital Management Company provides discretionary portfolio management and investment advice to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses tailored investment strategies through in-house model portfolios and a variety of equity and fixed-income approaches, often combining these with third-party models.

Hank Krakover is a financial advisor at Evolve Private Wealth, LLC in Los Angeles, CA, with 31 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing Services, LLC for over two decades before joining Sanctuary Advisors and Sanctuary Securities. He is also a licensed insurance agent and dedicates part of his time to insurance sales through Evolve Wealth Insurance LLC. Evolve Private Wealth provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm employs a fundamental, long-term investment approach using diversified portfolios that include mutual funds, ETFs, stocks, bonds, independent managers, alternative investments, and options strategies.

Maryam Khoshreza is an advisor at AIRE Advisors, LLC with five years of industry experience. Prior to joining AIRE Advisors in 2021, she worked at Macy's Inc. and Oaks Paper Product Company. AIRE Advisors manages approximately $1 billion in client assets, serving individual clients, family-office clients, employer retirement plans, and brokerage customers. The firm offers comprehensive wealth management and investment consulting, with an investment approach centered on strategic asset allocation and Modern Portfolio Theory.