James Egerstrom is a CFP® professional with 11 years of industry experience. He has been with Confidence Wealth Management, Inc. since 2019 and previously worked at Tarbox Family Office and TD Ameritrade. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm manages approximately $344 million in discretionary assets and employs a long-term, buy-and-hold investment approach with diversification strategies using ETFs and ETPs, alongside discretionary and non-discretionary portfolio management and fiduciary consulting services.

Michael Diprimio is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His previous roles include positions at American Trust Investment Services, Vanclef Financial Group, Delta Investment Management, and WestPark Capital. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for around 616 households. The firm provides portfolio management and financial planning services for individuals, corporations, trusts, and retirement plans, using a bottoms-up fundamental screening approach and offering customized portfolios across various risk profiles.

Michael Richards is a CFP® with 12 years of industry experience. He currently serves at Axos Invest, Inc and previously worked for City National Bank for ten years. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management with mutual funds, ETFs, and third-party model managers. The firm’s process emphasizes asset allocation, diversification, and thematic exposures, supported by an internal Portfolio Management Group and integrated within the broader Axos Financial group.

Andrew Zamfotis is a CFA® charterholder with 11 years of experience in the financial industry. He has been with AMI Asset Management Corp since 2015, working as part of a nine-advisor team based in Los Angeles, CA. AMI Asset Management provides discretionary portfolio management to a diverse client base, including high net worth individuals and institutional investors. The firm employs a fundamental, bottom-up research approach across multiple equity and fixed-income strategies and manages approximately $1.925 billion in discretionary assets as of October 31, 2025.

Bryan Lee is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has worked at Blue Zone Wealth Management, LLC since 2020 and previously spent seven years at Private Management Group. 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, retirement plans, and business entities, offering portfolio management, financial planning, and retirement consulting. It employs diverse analytic methods and manages private pooled vehicles and special-purpose funds, providing specialized planning services such as cost segregation studies and corporate-structure guidance.

Balfoure Brenes is a financial advisor at AIRE Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2012 to 2021. Outside of his advisory role, Brenes is the owner of 4TUN801 LLC, a company involved in purchasing raw land. AIRE Advisors manages approximately $1 billion in assets and serves individual 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 diverse range of securities and third-party money managers.

Debora Nunez is a financial advisor at L & S Advisors, Inc in Los Angeles, CA, with six years of industry experience. She has been with L & S Advisors since 2016. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach across a variety of strategies and asset classes, including active use of derivatives and margin in managed accounts.

Alexander Notaro is a financial advisor at Valley Wealth Managers, Inc. with nine years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Leumi Investment Services Inc. and Northwestern Mutual Investment Services. Outside of his advisory role, he is a member of Notaro Holdings LLC, an investment entity focused on mutual funds and ETFs. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm offers discretionary investment management and financial planning, using a client-driven process that incorporates strategic and tactical asset allocations across equities, fixed income, and cash.

Christine Kim is a financial advisor at Allmerits Asset, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Allmerits since 2021. In addition, she serves as President and CEO of CHK Financial & Insurance Services, where she is involved in life insurance sales and retirement planning. Allmerits Asset, LLC provides discretionary portfolio management using third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension/profit-sharing plans. The firm employs tactical and strategic asset allocation and offers retirement plan consulting as well as standalone financial consulting.

Eric Gould is a financial advisor at Evolve Private Wealth, LLC with one year of experience at the firm. He holds a Series 63 designation and previously worked at Guggenheim Partners for three years. Outside of advising, he has been involved with Allen Media Group since 2017. 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’s investment approach focuses on fundamental analysis and long-term portfolio construction using diversified, low-cost investments and incorporates options and derivative strategies when appropriate.

Alexander Weinberger is a CFP® with eight years of industry experience, serving as an advisor at Weinberger Asset Management, Inc. since 2014. He is also a partner at Marriage Financial Solutions LLC, a consulting firm that analyzes the financial aspects of divorce and pre- and postnuptial agreements. Weinberger Asset Management provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, charities, and business entities. The firm tailors portfolios to individual goals and risk tolerance using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, and manages approximately $444 million in discretionary assets with a small advisory team.

Adam Checchi is a financial advisor at Checchi Capital Advisers, LLC in Beverly Hills, CA, holding a Series 65 designation with 19 years of industry experience. He has been with Checchi Capital Advisers since 2007 and previously worked at Checchi Capital Fund Advisers, LLC from 2012 to 2021. Outside of his advisory role, he manages several private investment entities and serves as a director for a Bermuda-based reinsurance company. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals along with various institutional and pooled clients. The firm employs a quantitatively driven investment process using proprietary models to construct globally diversified portfolios, often implementing strategies with ETFs, tax optimization, and transaction-cost reduction.

Anthony Correnti is a financial advisor at McDermott Investment Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates, Inc., Centaurus Financial, Inc., and the Jet Propulsion Lab. McDermott Investment Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately 700 accounts and $211 million in assets, utilizing both firm-developed and third-party model portfolios across a range of investment instruments.

Anita Rosenstein is a financial advisor at AR Asset Management, Inc. with 29 years of industry experience. She has been with AR Asset Management since 1981. AR Asset Management is an SEC-registered investment adviser that offers discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a fundamentally driven, long-term investment approach focused on large-cap stocks, tax-aware portfolio construction, and fixed income laddering, and it also manages private funds alongside individual client accounts.

Alison Weinberger is a financial advisor at Weinberger Asset Management, Inc. She holds a Series 65 designation and has six years of industry experience. Prior to her current role, she worked at Canyon Partners for five years. Outside of her advisory work, she is a partner in Marriage Financial Solutions, a consulting firm that analyzes the financial aspects of divorce and pre- and postnuptial agreements. Weinberger Asset Management provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, charities, and business entities. The firm customizes portfolios based on individual goals, risk tolerance, and time horizon, employing a variety of analytical methods and maintaining a long-term trading approach.

Kerry Wills is a financial advisor with First Western Securities, Inc. in Manhattan Beach, CA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with First Western Securities since 2009. First Western Securities, Inc. is a team-based firm managing approximately $48.6 million primarily for high net worth individual clients across about 32 accounts. The firm employs a tactical asset allocation strategy using a diverse range of investment instruments and customizes portfolios based on client objectives and risk tolerances.

Goli Kamangar is a financial advisor at Salem Partners Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Salem Partners since 2006. In addition to his advisory role, Kamangar serves as an officer and director of oOR Licensing Receivables, Inc., a factoring receivables business. 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, focusing on sizable accounts and offering customized, diversified portfolios that include traditional and alternative investments.

Daniel Schniedwind is a CFA® charterholder with 10 years of experience in the financial industry. He has worked at AMI Asset Management Corp since 2019 and previously at Segall Bryant & Hamill for four years. Schniedwind is based in Los Angeles, CA, and holds a Series 65 license. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, managing equity and fixed-income strategies through separately managed accounts, wrap programs, and model portfolios. The firm applies a fundamental, bottom-up research process across multiple core strategies and serves as a private fund adviser and manager of pooled vehicles.

Ma Tapang is a CFP® professional with 42 years of industry experience, currently serving as an advisor at CRUX Wealth Advisors. Prior to joining CRUX, Tapang worked at Raymond James Financial for 36 years. Outside of advising, Tapang prepares income tax returns through a separate business, Maria Tapang & Associates. CRUX Wealth Advisors is a registered investment adviser managing approximately $547.7 million for a diverse client base, including individuals, trusts, charities, pension plans, and privately held businesses. The firm employs a process-driven investment approach with discretionary portfolio management and offers a range of analytical techniques and investment products.

Joshua Sehwani is a financial advisor at Evolve Private Wealth, LLC with a Series 65 credential and two years of industry experience. Before joining Evolve Private Wealth in 2024, he held positions at T-Mobile, Anschutz Entertainment Group, Nike, and San Francisco State University. Evolve Private Wealth provides wealth management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $2.15 billion in assets, emphasizing a long-term investment approach that incorporates fundamental analysis, diversified portfolios, independent managers, alternative investments, and the use of artificial intelligence tools for research and risk monitoring.