Sandra Bublitz is a CFP® with 43 years of industry experience, currently serving at Alliance Advisory & Securities, LLC since 1991. She also has a long tenure with IDS Life Insurance Company beginning in 1982. Alliance Advisory & Securities, LLC provides investment management and financial planning primarily to individual clients, including high-net-worth individuals, as well as trusts, pension plans, and charitable organizations. The firm employs diversified model allocations and modern portfolio theory with regular portfolio reviews and rebalancing.

Susan Maxey is a financial advisor at Seneca Private Wealth, LLC with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Atlas Legacy Advisors LLC. Seneca Private Wealth, LLC provides investment and wealth management, financial planning, and retirement plan services to individuals, families, trusts, institutions, and corporations. The firm offers customized, risk-adjusted, tax-aware asset allocations combining active and passive strategies and may recommend Independent Managers or private funds for eligible clients.

Ian Manongdo is a Series 65-registered advisor with L & S Advisors, Inc. in Los Angeles, CA, and has seven years of industry experience. He has worked at L & S Advisors since 2016, with a brief period at Larry's from 2016 to 2018. L & S Advisors serves individuals, trusts, businesses, and retirement plan clients, providing discretionary investment management, financial planning, and consulting services. The firm manages approximately $1.16 billion across more than 1,000 accounts using a tactical and unconstrained investment approach that includes derivatives, margin, and a variety of equity, fixed-income, and private alternative strategies.

John Sullivan is a financial advisor at Curated Wealth Partners, LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Curated Wealth Partners since 2023, following previous roles at Asana Partners, Thompson Research Group, and Merrill. Curated Wealth Partners serves ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and special purpose vehicles by providing holistic balance-sheet advisory, portfolio construction, and manager selection across public and private markets. The firm also offers family office services and manages substantial assets both on discretionary and non-discretionary terms.

Steve Trinh is a financial advisor at Navalign, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Carter Jacobs, LLC from 2015 to 2018. Outside of his advisory role, he is an investor in a restaurant business. Navalign advises individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities, offering discretionary asset management along with financial planning, consulting, and pension plan advisory services. The firm employs a range of investment strategies including derivatives and margin and provides continuous, tailored portfolio supervision with regular reviews.

Zachary Ostrow is a financial advisor at Validus Capital LLC in El Segundo, CA, holding a Series 65 designation. He joined Validus Capital in 2025 and has prior experience at KPMG and Kom Ferry. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services primarily to high-net-worth and ultra-high-net-worth clients. The firm offers customized, long-term portfolio construction and serves as an investment adviser to pooled investment vehicles with approximately $2.54 billion in assets under management as of December 31, 2025.

Evan Danu is a financial advisor at Validus Capital LLC holding a Series 66 designation with one year of industry experience. Prior to joining Validus Capital, he worked at UBS Financial Services Inc and Lockheed Martin. He is also a student worker under a federal work-study program at the University of Southern California. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm offers customized, primarily long-term portfolios using a range of investment vehicles and provides ongoing portfolio supervision and integrated family office services.

Michael Karapetian is a financial advisor at Lazari Capital Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Honey Badger Capital LLC, Lyndhurst Securities, Kovack Securities, and Lazari Asset Management. Outside of his advisory work, Karapetian serves as president of the Karapetian Animal Rescue Environment Foundation, a nonprofit focused on animal rescue, environmental conservation, and community outreach, and holds trustee roles at Moravian University and Merlin Tuttle’s Bat Conservation. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting to individuals, trusts, high-net-worth clients, corporations, and private funds. The firm utilizes a broad investment approach incorporating fundamental, technical, cyclical, and quantitative analysis, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

Lin Chun Liu is a Series 65-licensed financial advisor at L & S Advisors, Inc. in Los Angeles, CA, with 18 years of industry experience. She has been with L & S Advisors since 2009. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, providing discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm applies a tactical, unconstrained investment approach with a range of strategies and active use of derivatives and margin, managing approximately $1.16 billion across over 1,000 client accounts.

Michael Allen is a financial advisor at Manhattan West Asset Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at RBC Capital Markets, City National Bank, and Morgan Stanley in various roles over an 11-year period. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and a Digital Asset Advisory Program, employing a fiduciary approach that combines fundamental, quantitative, and technical analysis with strategic asset allocation across traditional and alternative investments.

Michael Villarica is a financial advisor with Arrowroot Family Office, LLC, holding a Series 65 designation and five years of industry experience. He has been with Arrowroot Family Office since 2021 and previously worked at Arrowroot Tax & Business Management and Three18, Inc. He is based in Marina Del Rey, CA. Arrowroot Family Office provides advisory services to individuals, families, pension and profit-sharing plans, trusts, estates, corporations, charitable organizations, and pooled private investment vehicles. The firm emphasizes asset allocation using quantitative analytics and manages portfolios primarily composed of ETFs and mutual funds, with selective use of individual securities and fixed income.

Joseph Perez is a CFP® professional with two years of industry experience, currently serving at Peak Financial Planning. He previously worked at Kaiser Permanente and volunteered at the CSUN VITA Tax Clinic. Perez is based in Canoga Park, CA, and holds the Series 65 designation. Peak Financial Planning advises individual and high-net-worth clients as well as businesses, offering discretionary investment management and comprehensive financial planning. The firm’s approach incorporates Modern Portfolio Theory, strategic asset allocation, and tactical investment strategies, with client engagements delivered through a fixed-fee subscription model emphasizing ongoing monitoring and education.

Andrew Fuller is a financial advisor with Beverly Hills Private Wealth, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at Merrill from 2020 to 2022 and has a varied background including roles at Bank of America and the University of Arizona. Beverly Hills Private Wealth serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities by providing comprehensive portfolio management, financial planning, retirement consulting, and portfolio monitoring. The firm employs a multipronged investment approach that includes fundamental, technical, quantitative, cyclical, and sector analysis, and utilizes strategies involving asset allocation, fixed income, alternatives, and derivatives.

Mordechai Fishman is a Series 66-credentialed financial advisor at JSF Financial, LLC with 22 years of industry experience. He has been with JSF Financial since 2004 and concurrently serves at Mid Atlantic Capital Corporation since 2010. Fishman holds a co-manager role in a private equity investment business and acts as co-trustee of a revocable life insurance trust. JSF Financial is an 11-advisor multi-team firm managing approximately $1.97 billion for nearly 800 client relationships. The firm offers discretionary investment management, financial planning, and wealth management services to individuals, trusts, pension plans, charitable organizations, and businesses.

Ivan Tokarev is a financial advisor with Total Wealth Services, LLC in Westlake Village, CA, holding a Series 65 designation and over seven years of industry experience. His career includes roles at Wells Fargo and Chase prior to joining Total Wealth Services. Total Wealth Services, LLC advises individuals, trusts, estates, and charitable organizations on financial planning, consulting, and wealth management, employing a manager- and style-agnostic approach that incorporates equities, bonds, ETFs, alternative investments, and independent managers to tailor portfolios to client objectives.

Jonathan Lewis is a financial advisor at Evolve Private Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Sanctuary Advisors. Lewis is also a licensed insurance agent involved with Evolve Wealth Insurance LLC. Evolve Private Wealth serves individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans with wealth management, investment management, financial planning, and retirement plan advisory. The firm employs a fundamental, long-term investment approach, utilizing diversified portfolios that include mutual funds, ETFs, stocks, bonds, independent managers, and alternative investments.

Travis Henry is a financial advisor with Factory Capital LLC in Los Angeles, CA, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Cresset Asset Management, True Capital Management, and Morgan Stanley. Factory Capital LLC provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and OCIO-style investment management to institutional and other clients. The firm emphasizes portfolio construction through allocations to third-party managers and outsourced solutions, employing both active and passive strategies across a range of asset classes.

Richard Barnett is a CFA® charterholder with five years of industry experience. He has been with Highline Wealth Partners since 2019 and previously worked at Northern Trust for 19 years. Highline Wealth Partners is a registered investment adviser serving individuals, trusts, foundations, retirement plans, and business entities. The firm offers investment management, financial planning, family office services, and corporate retirement plan consulting, with portfolio decisions centralized through an Investment Committee that oversees asset allocation and fund selection.

James Mc Clure is a financial advisor at O'Boyle Wealth Management, Inc. in Beverly Hills, CA, holding a Series 65 designation with six years of industry experience. His prior roles include positions at SilverRidge Asset Management and The Vanguard Group. O'Boyle Wealth Management advises individuals, high net worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, retirement plan consulting, and held-away retirement account management, using a personalized, discretionary approach with diversified asset allocation and tactical techniques.

Zachary Gunderson is a financial advisor with Providence Financial and Insurances, Inc. in Woodland Hills, CA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including roles at LPL Financial and Premier America Credit Union. Gunderson has been with Providence Financial and Insurances since 2023. Providence Financial and Insurance Services, Inc. serves individuals, pension and profit-sharing plans, trusts, estates, and other entities by providing discretionary investment management, financial and estate planning, and insurance consulting. The firm emphasizes a buy-and-hold investment approach using income-producing securities and offers estate-planning legal advice through an affiliated in-house legal practice.