Nicholas Gutierrez is a financial advisor at JSF Financial, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at NewEdge Securities, Westlake Financial, and in various other roles including at In-n-Out Burger and J. Crew. JSF Financial provides discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm manages approximately $1.73 billion in client assets and employs dynamic asset allocation, model portfolios, and quantitative analysis as part of its investment approach.

Scott Shagrin is a financial advisor with Beverly Hills Private Wealth, LLC, holding a CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including prior roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He has been with Beverly Hills Private Wealth since 2022. Beverly Hills Private Wealth 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 asset-allocation frameworks and a combination of fundamental, technical, quantitative, and sector analyses, employing a range of strategies across public and private securities.

Craig Morse is a financial advisor at Jeppson Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services and Tru Independence Asset Management. Outside of his advisory role, Morse works as a real estate broker for personal and family transactions and writes scripts for film development. Jeppson Wealth Management provides discretionary investment management, wealth management, and financial planning to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm tailors portfolios to clients’ risk tolerances and objectives, employing both fundamental and technical analysis in security selection and managing approximately $763 million in client assets.

Payton Thompson is a financial advisor at Dew Point Capital with a Series 65 designation and one year of industry experience. Prior to joining Dew Point Capital, Thompson held roles at Pepperdine University, JRK Property Holdings, and NorthStar Ski Resort. He also has experience as a member of the Boothbay Harbor Yacht Club. Dew Point Capital is an SEC-registered advisory firm that provides fee-based discretionary portfolio management, financial planning, retirement income planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages approximately $512 million in client assets and employs a strategic allocation approach that incorporates fundamental and cyclical analysis with a long-term purchase strategy and occasional short-term adjustments.

Hong Tran is a CFP® professional with 16 years of experience in the financial services industry. He has been with Logic Wealth Management since 2010 and also worked at Origin Financial LLC starting in 2021. Tran holds a Series 65 license and provides investment advice and financial planning. Logic Wealth Management serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations. The firm employs a tailored investment approach combining fundamental, technical, and cyclical analysis, managing portfolios with discretionary trading authority and regular reviews.

Jade Eagles is a financial advisor at The WealthGarden F.S. LLC with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining The WealthGarden, he worked at Northwest Asset Management and TIAA-CREF. He is co-owner and co-host of Financially Ever After LLC dba Cover Your Assets, a podcast and video series focused on divorce financial planning. The WealthGarden F.S. LLC provides investment management, financial planning, and consulting services primarily for individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately $227.6 million in assets. The firm offers customized portfolios utilizing diversified allocations and employs fundamental analysis, Modern Portfolio Theory, and cyclical analysis in portfolio management.

Britt Joyce is a CFA® charterholder with 11 years of industry experience. He has been with Regatta Capital Group, LLC since 2016 and previously worked at Manhattan West Asset Management, LLC and Pillar Pacific Capital Management LLC. Joyce is based in El Segundo, CA. Regatta Capital Group is an SEC-registered advisory firm serving a diverse client base that includes individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm employs a long-term, fundamental-analysis approach, offering wealth management, portfolio management, financial planning, and services related to private pooled investment vehicles and digital-asset accounts.

Kevin Harnischfeger is a financial advisor at Validus Capital LLC with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including Camden Capital, LLC and New Century Capital Partners. Prior to entering the advisory industry, he was affiliated with SUNY New Paltz. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm manages approximately $2.54 billion in assets, focusing on customized, primarily long-term portfolios using a range of investment vehicles and integrated family office services.

Steven Weinberger is a financial advisor with HCR Wealth Advisors in Los Angeles, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at HCR Wealth Advisors since 1999 and has been associated with Investment Security Corporation since 2002. HCR Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis to implement portfolios on a discretionary basis and manages nearly $2 billion in client assets across ten advisors.

Crystal Oculee is a financial advisor with Confidence Wealth Management, Inc. in Los Angeles, holding a Series 65 credential and bringing 15 years of industry experience. She has worked with Parson Latimer & Judge, LLC and has served as CFO of an affiliated insurance agency. Oculee is also an author and public speaker focusing on financial planning and retirement goals for women. Confidence Wealth Management, Inc. serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities, managing approximately $454 million. The firm combines proprietary model portfolios, third-party managers, and a mix of passive ETFs and actively managed mutual funds, with an emphasis on risk management and diversification.

Michael Jeppson is a financial advisor at Jeppson Wealth Management, LLC with 40 years of industry experience. He has held positions at firms including Raymond James Financial Services and Bank of America. Jeppson holds Series 63 and Series 65 licenses. Jeppson Wealth Management is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides wealth management, financial planning, and portfolio management services, typically managing client portfolios on a discretionary basis with a mix of individual securities, mutual funds, ETFs, and independent managers.

William Chapman is a Personal Investment Advisor (PIA) at Merrill Lynch Wealth Management. In his role at Merrill, he provides financial guidance and investment strategies tailored to client needs. He holds a Bachelor's Degree and a Master's Degree from the Purdue University System. His academic background supports his expertise in wealth management and financial planning.

Jeffrey Locke is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is currently with AWM Capital, LLC, where he has worked since 2023. Prior to this, he held roles at Five Oceans Advisors and has a background that includes various positions in professional sports organizations. Locke serves as Treasurer and Board Member for The 3rd Decade, a nonprofit providing financial education and mentoring to underserved populations. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm manages approximately $1.15 billion through a multi-team staff of 24 advisors, focusing on liability-driven investing and asset allocation using an open-architecture platform.

Hector Robles is a financial advisor with JRS Investments and Wealth Preservation, LLC, holding a Series 66 designation and 17 years of industry experience. His work history includes roles at Transwest, UC Factors, Walt Disney Co., and Edward Jones. He is licensed in life and health insurance in California and Hawaii and has experience in customer service related to accounts receivable sales. JRS Investments and Wealth Preservation provides portfolio management and advisory services to individuals, trusts, and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm uses a fundamental, client-specific approach, employing a broad range of investment strategies and typically managing accounts on a discretionary basis.

Chi Zhang is a financial advisor at Logic Wealth Management, LLC with a Series 65 designation and three years of industry experience. Prior to joining Logic Wealth Management, Chi Zhang worked at Olive Asset Management for one year. Chi Zhang has also operated as a solo practitioner attorney since 2015. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other business entities with tailored investment strategies combining fundamental, technical, and cyclical analysis. The firm offers discretionary portfolio management and financial planning, with regular portfolio reviews and rebalancing.

Matthew Marshall is a financial advisor at Arrowroot Family Office, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kestra Advisory, Kestra Investment Services, OSAIC, and SAGEPOINT FINANCIAL. Outside of advisory work, he is an accountant for Medical Accounting Service, Inc., preparing tax returns for clients. Arrowroot Family Office provides investment advisory and multi-family office services to a range of clients including individuals, families, retirement plans, and private funds. The firm focuses on customized asset allocation informed by analytical models and offers both discretionary and non-discretionary asset management, along with services such as wealth management, financial planning, and administrative support.

Kelly Volk is a Series 66-registered advisor at Ocean Path Advisors, LLC with one year of industry experience. Prior to joining Ocean Path Advisors, Volk worked at Fidelity Investments and held positions at Ernst & Young and KPMG LLP. Ocean Path Advisors provides ongoing portfolio management to individuals, high-net-worth clients, charitable organizations, and business entities, using investment policies tailored to each client’s goals, tax situation, and risk tolerance. The firm emphasizes broadly diversified, low-cost indexed investments alongside long-term trading, and employs margin and options strategies in certain accounts.

Michael Oconitrillo is a financial advisor with Secure Investment Management, LLC in Inglewood, CA, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. His work history includes roles at Cetera, Strategic Fortune Wealth Management, and Transamerica Financial Advisors, among others. Secure Investment Management serves individuals, business entities, trusts, and estates, providing financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing diversified, low-cost investment vehicles and customized portfolios tailored to client objectives.

Rachel Liao is a financial advisor at Globalink Wealth Management, LLC in Pasadena, CA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Globalink Wealth Management, she spent several years in educational roles at local schools. Globalink Wealth Management offers financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a range of investment strategies including fundamental and technical analysis, long-term holdings, active trading, and option writing, and provides access to both in-house and third-party discretionary management.

Justin Mccurdy is a financial advisor at Manhattan West Asset Management, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Manhattan West since 2017, previously working at AdvicePeriod, LLC. Outside of his advisory role, he is president of a summer basketball camp program called ProSkills. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and a Digital Asset Advisory Program. The firm employs a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis across various investment strategies, managing over $1 billion in assets.