Luca Pasquini is a financial advisor at Checchi Capital Advisers, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at LPL Financial and engaged in other roles including at Rita's Italian Ice. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals as well as institutional and pooled clients. The firm employs a quantitatively driven investment process using proprietary models and offers diversified equity and fixed-income portfolios, often implemented with ETFs and tax-optimization strategies.

Ronald Spence is a financial advisor at Atlantic Investments a Registered Investment Advisor, Inc. in Los Angeles, CA, with one year of industry experience. He has prior work experience at Kaiser Permanente since 1983. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm delivers financial plans, documents client goals and risk tolerances, and conducts periodic account reviews without managing client assets directly.

Kirk Mekerdichian is an advisor at Lazari Capital Management, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Lazari Capital since 2019, including prior roles at Kovack Securities, Inc. and Iron Hill Wealth Management LLC. 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 fundamental, technical, cyclical, and quantitative methods, and offers services such as portfolio management, estate and retirement planning, and pension consulting.

Glen Michel is a financial advisor at Advanced Portfolio Strategies with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at APS Management Group, Inc. since 2016, following five years at MML Investors Services and over 16 years with Mass Mutual Life Insurance Company. In addition to his advisory role, he sells life, health, disability, and long-term care insurance products. Advanced Portfolio Strategies is a small team managing approximately $158.7 million for about 208 clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm’s investment approach integrates fundamental, quantitative, and technical analysis with modern portfolio theory, providing customized strategies and quarterly portfolio reviews.

Justin Yoo is a CFA® charterholder currently with Blue Zone Wealth Advisors, LLC, where he has worked since 2025. He has one year of industry experience and previously held positions at Titan Global Capital Management, YipitData, Kensho Technologies, and Roubini Global Economics. His background includes a mix of roles in financial and data analysis, punctuated by two sabbaticals. Blue Zone Wealth Advisors, LLC is a team-based registered investment adviser serving individual and high-net-worth clients, retirement plans, trusts, and business entities. The firm employs a comprehensive investment approach that blends fundamental, quantitative, technical, and sector analysis, and offers access to private pooled investment vehicles for qualified clients.

William Caton is a CFP® and CFA® with 23 years of industry experience, currently serving at First Wilshire Securities Management, Inc. since 1998. He is a co-manager of Moose Mountain, LLC, a family-owned business that leases land and equipment for maple syrup production. First Wilshire provides discretionary investment management to individuals, high-net-worth clients, pension and institutional accounts, and sponsors two affiliated private funds. The firm employs a value-oriented approach focused on small- and micro-cap equities, using fundamental research and direct company engagement.

Andrew Kim is a financial advisor at AMI Asset Management Corp in Los Angeles, CA, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining AMI Asset Management, he held various roles in technology and solar energy companies. AMI Asset Management provides discretionary portfolio management to a range of individual and institutional clients, employing a fundamental, bottom-up research approach across multiple equity and fixed-income strategies. The firm manages $1.925 billion in assets with nine advisors and is notable for its role as a private fund adviser and manager of pooled vehicles.

Taylor Heininger is a CFA® charterholder with seven years of industry experience. He has worked at Cloud Capital Management since 2022 and previously spent nine years at Bessemer Trust. He is based in El Segundo, California. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities with discretionary investment management and standalone financial consulting services. The firm employs a team-based approach, using quantitative and qualitative analysis, model-based trading, and may recommend outside managers to construct and monitor portfolios.

Mikyla Martinez is a financial advisor at Atlantic Investments, a Registered Investment Advisor, Inc., based in Los Angeles, CA. She holds two years of industry experience, including her current role at Atlantic Investments and a concurrent long-term position at Kaiser Permanente. Atlantic Investments serves individual and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm emphasizes comprehensive planning, including retirement, cash-flow, tax, and estate modules, while using varied analytical approaches and allowing clients to set investment restrictions.

Alexandra Long is a financial advisor with Quantum Financial Advisors, LLC in Santa Monica, CA, holding a Series 65 credential and six years of industry experience. She has worked at Quantum Financial Advisors since 2022 and previously at Abacus Wealth Partners from 2017 to 2022. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and other business entities by providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process with strategies that include Total Market and Sustainable approaches, utilizing institutional-class funds, active transparent ETFs, and separately managed accounts.

Simone Liu is a financial advisor at AIRE Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, Liu serves as CEO of The Golden Resource LLC, an import/export business. AIRE Advisors manages approximately $1 billion in client assets, serving individual and high-net-worth clients, family offices, employer retirement plans, and brokerage customers. The firm’s investment approach focuses on strategic asset allocation and Modern Portfolio Theory, utilizing a broad range of asset classes and third-party managers, with services offered on both discretionary and non-discretionary bases.

Loren Gesas is a financial advisor at RVW Wealth LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with RVW Investing since 2010. RVW Wealth provides discretionary investment management to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental research approach, focusing on ETFs and mutual funds for equities and bonds, and maintains active portfolio supervision through a team-based review process.

Riley Van Velthuyzen is a CFP® with four years of industry experience, currently serving as an associate financial planner at Ocean Path Advisors, LLC. Prior to joining Ocean Path Advisors, he worked at Mariner Independent and EP Wealth Advisors, and has experience at KPMG, LLP. Ocean Path Advisors is a small team providing portfolio management to individuals, high-net-worth clients, charitable organizations, and business entities. The firm’s investment approach emphasizes modern portfolio theory with broadly diversified, low-cost indexed investments, supplemented by margin and options strategies in select accounts.

Edward Levi is a financial advisor at Lazari Capital Management, Inc. with 46 years of industry experience. He holds a Series 63 designation and has worked at Lazari Capital Management since 2018. His prior experience includes roles at Oak Shore Partners, LLC and Beverly Hills Wealth Management. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting services to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and a private fund. The firm uses a comprehensive investment approach that incorporates fundamental, technical, cyclical, and quantitative analysis across a broad range of instruments.

Leighton Helfrick is a financial advisor at AWM Capital, LLC with a Series 65 credential and one year of experience. Prior to joining AWM Capital, he worked at Matthews Commercial Real Estate and has held roles affiliated with UC Davis and Cal State San Marcos, including involvement with the UC Davis Baseball Camp. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management and comprehensive financial planning services such as tax, estate, and insurance planning. The firm employs a liability-driven investing framework and an open-architecture platform to create customized portfolios using a variety of investment vehicles, including mutual funds, ETFs, separate account managers, and private placements.

John Bullitt is a CFP® professional with six years of industry experience, currently serving with Validus Capital LLC. He previously held positions at Morgan Stanley and several other firms, with a background that includes both financial advisory and academic roles at USC’s Marshall School of Business. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients, managing approximately $2.54 billion in assets. The firm focuses on customized, primarily long-term portfolios and offers a range of integrated family office services alongside portfolio management.

Justin Dyer is a CFP® and CFA® with 15 years of experience in financial advising. He is currently with AWM Capital, LLC, where he has worked since 2019, and he also owns AWM Ventures LLC, a separate venture capital investing business. His prior experience includes roles at Bridge Advisory LLC, Waypoint Wealth Partners, and LPL Financial. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, offering fee-based investment management and comprehensive financial planning. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios, and it sponsors private funds through its AWM Ventures affiliate.

Marshall Quan is a financial advisor at Sierra Investment Management, LLC with 25 years of industry experience. He holds a Series 65 designation and has worked at Sierra Investment Management since 1999 and Ocean Park Asset Management since 2007. Sierra Investment Management is a team-based SEC-registered advisor that manages discretionary portfolios and offers limited financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and certain institutional accounts. The firm employs a rules-based, tactical investment approach focused on trend-following and disciplined risk management, utilizing a range of mutual funds and ETFs across multiple program series, with daily program reviews and team-based decision making.

Cristian Mundy is a CFP® with 15 years of experience in the financial industry. He is currently with Life Line Wealth Management LLC and has prior experience at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he coaches youth basketball at the Hollywood Recreation Center. Life Line Wealth Management is a small team managing approximately $557.6 million in assets, primarily serving individual clients, trusts, and privately held small businesses. The firm focuses on passive, asset-allocation strategies using ETFs, while also integrating other asset classes as appropriate, and provides discretionary investment management along with financial planning services.

Hsinyeh Hsieh is a financial advisor at Globalink Wealth Management, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Globalink Securities, Reign Universal Financial & Insurance Agency, and Transpacific Financial. Outside of her advisory role, she serves as CEO of Reign Universal Financial & Insurance Agency and is a fixed insurance agent at Transpacific Financial. Globalink Wealth Management provides hourly and fixed-fee financial planning along with discretionary and non-discretionary portfolio management for a diverse client base, including individuals, trusts, estates, charitable organizations, and businesses. The firm utilizes multiple investment analyses and strategies and offers both in-house and third-party management options.