Christopher Blassick is a CFP® with eight years of industry experience, currently serving as an advisor at Fort Point Capital Partners LLC. Prior to joining Fort Point Capital Partners in 2024, he worked at Camden Capital for seven years and Salem Partners for three years. He also holds Series 63 and Series 65 licenses. Fort Point Capital Partners focuses on investment management and financial planning primarily for high-net-worth individuals and family offices. The firm emphasizes risk management through global diversification, active oversight, tax-aware techniques, and employs both discretionary separately managed accounts and private pooled fund structures.

Howard Altman is a Series 65–licensed financial advisor with Grant Tani Barash & Altman, LLC, based in Beverly Hills, CA. He has 16 years of industry experience and has been with Grant Tani Barash & Altman in its various forms since 1992. Grant Tani Barash & Altman serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and pension/profit-sharing plans. The firm operates as a multi-family office providing integrated business management services alongside investment advisory and consulting, typically acting as a liaison to third-party investment managers.

Kenneth Kilpo is a financial advisor with Windward Capital Management Company in Los Angeles, CA, holding Series 63 and Series 65 designations and 31 years of industry experience. He has worked at Windward Capital Management since 2003 and previously at S.L. Reed & Company from 2000. Kilpo serves as a Managing Director at Windward Capital Management. Windward Capital Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages discretionary portfolios using model-driven equity and fixed-income strategies, offering pension consulting and sub-advisory services.

John Eing is a CFP® and Series 65-licensed advisor with 10 years of industry experience. He has worked at Quantum Financial Advisors, LLC since 2022 and previously spent seven years at Abacus Wealth Partners. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process focusing on mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable strategies with access to institutional-class funds and specialized investment instruments.

Axel Hsu is a financial advisor at Curated Wealth Partners, LLC in El Segundo, CA, holding a Series 65 designation. He joined the firm in 2025 and has prior experience at Parametric Portfolio Associates, Delta Delta Delta, and Nor-Cal FDC. Curated Wealth Partners advises ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and special purpose vehicles. The firm offers holistic balance-sheet advisory, portfolio construction, manager selection, and family office services, managing approximately $1.76 billion in assets with a mix of discretionary and non-discretionary accounts.

Barbara Moreno is a financial advisor at Evolve Private Wealth, LLC with 10 years of industry experience. She holds the Series 66 designation and previously worked at Sanctuary Advisors, LLC, Sanctuary Securities, Inc., and Merrill. Evolve Private Wealth, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets and employs a long-term investment approach that includes diversified portfolios of low-cost mutual funds, ETFs, individual equities, bonds, and alternative investments, supplemented by third-party AI decision-support tools.

Seta Keshishian is a CFP®-certified financial advisor with seven years of industry experience, currently with JSF Financial, LLC in Los Angeles, CA. She has worked at Mid Atlantic Capital Corporation and JSF Financial since 2018 and has been affiliated with UCLA since 2016. In addition to her advisory role, she serves as president of SK Financial Planning Corp, a personal services corporation, and works as a licensed agent for life and long-term care insurance sales. JSF Financial provides discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm employs dynamic asset allocation and model portfolios, conducts due diligence on private investment funds, and offers expanded wealth-management services including philanthropic planning.

Pasha Shemirani is an advisor at Wealth Management Partners, LLC with one year of industry experience. Prior to joining Wealth Management Partners, he was associated with Parda Group and has been a student for the past ten years. Wealth Management Partners, LLC serves individuals, trusts, pension and profit-sharing plans, and corporate entities by providing discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $793 million in assets and employs a mix of fundamental, technical, and quantitative investment strategies, with notable use of derivatives, margin transactions, and digital asset advisory services.

Norma Abarca is a Certified Financial Planner (CFP®) with eight years of industry experience. She is currently with JSF Financial, LLC, where she has worked since 2021, and previously spent seven years at Churchill Management Group. Abarca holds Series 63 and Series 65 licenses. JSF Financial, LLC is a multi-team firm managing approximately $1.97 billion for a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary investment management and financial planning services, utilizing both bespoke portfolios and model asset-allocation strategies with dynamic exposure across various asset classes.

Charles Mason is a CFP® with 54 years of industry experience, currently serving at Mason & Associates, Inc., a firm he has been with since 2006. His prior experience includes six years at Mutual Securities, Inc. He is also involved in insurance-related businesses as a sole proprietor and member of multiple insurance agencies. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, providing financial planning, investment management, and limited-scope planning services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes strategic asset allocation, sector rotation, and global diversification.

Steven Cooper is a financial advisor at Dew Point Capital with 15 years of industry experience. He holds a Series 66 designation and previously worked at Steel Peak Wealth Management and UBS Financial Services. He is also a licensed insurance agent and occasionally offers insurance products to clients. Dew Point Capital provides fee-based discretionary portfolio management and financial planning to individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities. The firm uses a custom, strategic allocation approach focused on long-term purchase strategies while allowing short-term trades in unusual market conditions.

Jordan Kahn is a CFA® charterholder with 24 years of industry experience. He has been with HCR Wealth Advisors since 2015 and also serves as Chief Investment Officer of Ascendant Capital Management, a role he has held since 2014. His prior experience includes positions at KAM Advisors, Beverly Investment Advisors LLC, and other firms. 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 blend of fundamental and technical analysis with both long- and short-term strategies, managing nearly $2 billion in client assets across ten advisors.

Ira Ravitz is a financial advisor at Beverly Hills Private Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill Lynch for over a decade each. Beverly Hills Private Wealth, LLC 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 a combination of asset-allocation frameworks and various analysis methods, and offers access to third-party sub-advisors through its SmartX platform.

Cameron Laine is a financial advisor at Altruist Advisors LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and Purshe Kaplan Sterling Investments. Cameron has been associated with Laine Wealth Management since 2017. Altruist Advisors serves individual investors, trusts, estates, and other entities through a team of six affiliated advisers. The firm offers discretionary portfolio management and financial planning services, employing a blend of fundamental, technical, and quantitative analysis along with a technology-driven approach for ongoing monitoring, rebalancing, and tax management.

Luhmen Tesoro is a financial advisor at Atlantic Investments a Registered Investment Advisor, Inc. based in Los Angeles, CA, with two years of industry experience. Prior to joining Atlantic Investments in 2024, Tesoro worked at the Department of Financial Protection & Innovation for 37 years. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm does not manage assets directly but focuses on documenting client goals, delivering financial plans, and conducting periodic account reviews.

Amir Monsefi is a financial advisor at AIRE Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. He serves as an advisory board member of the Mar Vista Family Center, a charitable organization focused on supporting families. AIRE Advisors manages approximately $1 billion in client assets, serving individuals, family offices, employer retirement plans, and brokerage customers. The firm’s investment approach centers on strategic asset allocation and Modern Portfolio Theory, utilizing a diversified range of securities and third-party managers with ongoing monitoring and due diligence.

Alexander Dardick is a financial advisor at JRS Investments and Wealth Preservation, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Trilogy Capital, Hightower Advisors, and National Planning Corporation. Outside of his advisory role, he is involved as a Student Success Team Leader at Tutorly, an online tutoring company focused on customized learning for K-12 students. JRS Investments and Wealth Preservation, LLC provides discretionary portfolio management to individuals, trusts, and small businesses, employing a fundamental investment approach that incorporates macroeconomic review to create customized portfolios based on clients’ goals, time horizons, and risk tolerance.

Grant Colin is a financial advisor at Monarch Wealth Strategies with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, Inc. and SES Inc. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting primarily to affluent individuals, families, trusts, and pension plans. The firm employs a combination of fundamental and technical research to manage portfolios using mutual funds, ETFs, individual securities, and alternative investments on a case-by-case basis.

Ralph Scott is a financial advisor at L & S Advisors, Inc. in Los Angeles, CA, holding a Series 66 designation with 27 years of industry experience. He previously worked at Lippman Scott & Associates for 38 years. Scott serves as a board member of Cedar Sinai Hospital, attending quarterly meetings since 2009. 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 multiple strategies, including equities, fixed income, alternatives, and active use of derivatives and margin, managing approximately $1.16 billion for over 1,000 client accounts.

Christopher Packard is a financial advisor at Womack Wealth Management, Inc. in Manhattan Beach, CA, with 19 years of industry experience. He has held positions at Morgan Stanley and Morgan Stanley Private Bank prior to joining Womack Wealth Management in 2017. He holds Series 63 and Series 66 licenses. Womack Wealth Management provides investment management, financial planning, wealth-planning, and institutional consulting to individuals, high-net-worth families, retirement plans, trusts, foundations, and business entities. The firm’s investment approach is based on Modern Portfolio Theory and the Efficient Markets Hypothesis, utilizing strategic asset allocation across various asset classes and offering family-office style wealth management and outsourced services to other advisors.