Lisa Westermark is a ChFC® and Series 66-registered advisor with nine years of industry experience. She is currently with Beverly Hills Private Wealth, LLC, where she has worked since 2022. Prior to this, she held roles at Bank of America and Merrill. Beverly Hills Private Wealth serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities with services including portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment process incorporating fundamental, technical, quantitative, cyclical, and sector analysis, and manages approximately $912 million in assets.

Jeremy Dicker is a financial advisor at One Wealth Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MassMutual Life and Guardian Life Insurance Company. Outside of advisory roles, he owns a consulting business focused on business operations such as payables, receivables, and succession planning. One Wealth Capital Management, LLC is an SEC-registered advisory firm managing approximately $307 million for individual and high-net-worth clients, as well as institutions. The firm employs a macro-environmental approach to tactical asset allocation, combining growth and fixed-income strategies across various investment vehicles, and offers both discretionary and non-discretionary management along with coordinated multi-phase planning services.

Stephanie Hagan is a financial advisor at Arroyo Investment Group, LLC with four years of industry experience. She has been with Arroyo Investment Group since 2013. Arroyo Investment Group, LLC provides personalized financial planning and discretionary and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a proprietary screening process to select funds for 15 model portfolios, primarily investing in no-load mutual funds and adjusting portfolios semiannually.

Michael Setlich is a financial advisor at Westside Financial Advisors LLC in Los Angeles, CA, with one year of industry experience. He has been involved with Aimco and Setlich Capital since 2014. Outside of advisory work, he is involved in principal and capital sourcing for real estate. Westside Financial Advisors LLC offers discretionary portfolio management and financial planning services to individuals, high net worth clients, corporations, and businesses. The firm employs a primarily passive, asset-class-based investment approach supplemented by fundamental and technical analysis and may utilize third-party sub-advisors.

Jamie Rugg is a financial advisor at Highline Wealth Partners with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2016, including its prior iteration as Charlesworth & Rugg, Inc. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are guided by an Investment Committee, and it provides regular portfolio reviews, participant education, and utilizes third-party technology to manage employer retirement plans.

Wade Perry is a financial advisor at Stonemark Wealth Management in Pasadena, CA, with 28 years of industry experience. He has held positions at The Leaders Group, Inc. and has been with Stonemark Wealth Management (formerly Wespac Advisors SoCal LLC) since 2011. Perry holds Series 63 and Series 65 licenses. Stonemark Wealth Management is a team-based registered investment adviser serving individuals, trusts, and retirement plans, managing approximately $610 million across nearly 400 client relationships. The firm employs customized model portfolios using both fundamental and technical analysis, incorporates option strategies and ETFs for hedging, and offers both direct advisory and sub-advisory services.

Stacey Snow is a CFP® professional with 21 years of experience in the financial industry. She currently works at Prism Advisors, Inc. and has prior experience at Personal Resources Investment & Strategic Management, Inc., Wells Fargo Advisors Financial Network LLC, and Wells Fargo Investments, LLC. Prism Advisors provides investment advisory and planning services to individuals, trusts, employer retirement plans, and business entities. The firm offers discretionary portfolio management and financial planning using a mix of fundamental, qualitative, and sector analysis along with multi-asset allocation strategies.

Amy Marietta is a financial advisor at Avise Financial with one year of industry experience. She holds a Series 65 designation and previously worked at Dorsey Wealth Management and Flutacious, Inc. Outside of finance, she teaches flute lessons. Avise Financial serves individual and institutional clients, including high net worth individuals, trusts, and charitable organizations, offering discretionary investment management alongside financial planning, pension consulting, tax preparation, and business management. The firm uses a range of analytical approaches to construct diversified portfolios and routinely recommends and monitors outside managers.

Daniel Mavraides is a financial advisor at Rebalance LLC in Beverly Hills, CA, holding a Series 65 designation with seven years of industry experience. He previously worked at INbalance Advisors, LLC and Evoke Advisors, as well as Advanced Research Investment Solutions, LLC. Rebalance LLC offers investment management, financial planning, and decision-support services to individuals, high-net-worth clients, retirement plans, and pooled vehicles through its Rebalance360 program. The firm employs a strategic asset-allocation framework focused on long-term rebalancing using a limited universe of ETFs across seven model portfolios, managing accounts primarily on a discretionary basis.

Adam Schwartz is a financial advisor at Evolve Private Wealth, LLC in Los Angeles, CA. He holds a Series 65 designation and has been with SLK Private Wealth Management and Evolve Private Wealth since 2023. Prior to his advisory career, he studied at the University of Wisconsin - Madison from 2021 to 2025. 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 fundamentally driven, long-term investment approach using diversified portfolios of low-cost mutual funds, ETFs, individual securities, and alternative investments, with an emphasis on ongoing portfolio monitoring and client communication.

Anderson Lafontant is a CFP® professional with 10 years of industry experience. He has worked at Blue Zone Wealth Advisors, LLC since 2024 and previously spent 10 years at Miracle Mile Advisors, LLC. 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, providing portfolio and asset management, financial planning, and retirement plan consulting with a focus on tailored asset allocation and diverse analytic methods.

Adam Blumenstein is a financial advisor at Mapleton Capital Management, LLC with 25 years of industry experience. He holds a Series 65 designation and has worked at Mapleton since 1999. His prior experience includes roles at Ocean Park Capital Management, LLC and self-employment dating back to 1985. Mapleton Capital Management serves as the general partner and investment adviser to three privately offered pooled funds and provides subadvisory portfolio management for high-net-worth individuals, family offices, and trusts. The firm’s investment approach focuses on fundamental research to identify early inflection points in company value and employs an aggressive, relatively short-term trading style that can include short selling, options, and leverage.

Lisa Sternberg is a financial advisor at Highline Wealth Partners with nine years of industry experience. She holds a Series 65 designation and has been with Charlesworth & Rugg, now operating as Highline Wealth Partners, since 2022. Outside of her advisory role, she occasionally provides bookkeeping and administrative support for her husband's company and for a former employer. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering services such as investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are guided by a centralized Investment Committee, and it provides clients with regular portfolio reviews, participant education, and utilizes third-party technology for managing employer retirement plans.

Sun Shim is a CFP®-certified financial advisor with 20 years of industry experience, currently working at Mason & Associates, Inc. since 2006. Prior to this, Sun Shim spent 11 years at Cambridge Investment Research, Inc. In addition to advisory work, Sun Shim is an independent insurance agent and a notary public. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm’s investment approach is based on Modern Portfolio Theory and includes strategic asset allocation, sector rotation, and global diversification, typically implemented through no-load or load-waived mutual funds and ETFs.

Y Shih is a financial advisor with Oder Investment Management, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Oder Investment Management in 2021, Shih held brief positions at Bank of America, Merrill, Konnect Resources LLC, and UBS Financial Services. Oder Investment Management, LLC is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, using individualized Investment Policy Statements and a combination of active and passive management with global diversification.

David Carter is affiliated with Strategy Asset Managers L.L.C. and has experience in the sports business sector since 1999. He has also been associated with the University of Southern California since 1994. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients with portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm employs a mix of fundamental equity selection and quantitative strategies, managing accounts on a discretionary basis and offering family office services for ultra-high-net-worth families.

Armen Kesian is a financial advisor with Evolve Private Wealth, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Sanctuary Securities, Inc., NYLIFE Securities LLC, J.P. Morgan Securities, and Wells Fargo Bank, N.A., among others. Evolve Private Wealth, LLC provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and financial institutions. The firm manages approximately $2.15 billion in assets across diversified portfolios and employs a long-term investment approach that incorporates fundamental analysis, low-cost funds, independent managers, alternative investments, and artificial intelligence decision-support tools.

David Kim is a financial advisor at Matauro, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Purshe Kaplan Sterling Investments, and Simplicity Investments, Inc. In addition to his advisory role, he is involved in fixed insurance products through a contracted relationship with CRUMP. Matauro, LLC manages over $1 billion across nearly 900 client relationships, providing wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, retirement plans, and business entities. The firm employs a diversified investment approach integrating fundamental, macroeconomic, technical, and ESG analyses, utilizing both in-house and third-party portfolio management across various asset classes.

James Koller is an investment advisor representative at Lazari Capital Management, Inc. with 12 years of industry experience. He has held roles at Lyndhurst Securities, Kovack Securities, Park Avenue Securities, Guardian Life Insurance Company, and Wynn & Wynn Financial. In addition to his advisory work, he is involved in insurance sales as a sole proprietor. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting to a diverse client base including individuals, trusts, high-net-worth clients, and corporations. The firm employs a comprehensive investment approach that integrates fundamental, technical, cyclical, and quantitative analysis and manages accounts primarily on a discretionary basis.

Bruce Heymont is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Horizon Wealth Management, where he has worked since 2022. His prior experience includes roles at Heymont & Company, Inc. and LPL Financial. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fiduciary-oriented investment management and financial planning, utilizing diversified portfolios with mutual funds, ETFs, and individual securities supported by fundamental and technical analysis.