Roberto Santos is a financial advisor with Arrowroot Family Office, LLC, holding a Series 66 designation and 22 years of industry experience. He has served at Arrowroot Partners, LLC since 2014 and Vitreous Partners, LLC since 2013. Outside of his advisory roles, he is a managing partner at Vitreous Partners Holdings, LLC, providing business consulting on M&A activities, and serves as a board member of GL Concepts. Arrowroot Family Office offers investment advisory and multi-family office services to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm provides customized asset management with both discretionary and non-discretionary options, utilizing analytics-based asset allocation and a variety of investment vehicles, and also manages private pooled investment vehicles and affiliated funds.

Turkessa Ferrer Babich is a financial advisor at Westside Financial Advisors LLC with four years of industry experience. She has been with Westside Financial since 2021 and also runs an entertainment company. Westside Financial Advisors LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, including high net worth clients, as well as corporations and other businesses. The firm employs a primarily passive, asset-class-based investment approach using index mutual funds and ETFs, supplemented by fundamental and technical analysis.

David Thomsen is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, with 21 years of industry experience. He has been with SFE Investment Counsel since 2007. Mr. Thomsen holds Series 63 and Series 65 licenses and volunteers at the New Center for PsychoAnalysis, a school for mental health professionals, dedicating about 10% of his time since 2009. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients, providing investment supervisory services through separately managed accounts and model portfolios. The firm emphasizes asset allocation and a total-return approach with concentrated equity positions, blending fundamental, technical, and cyclical analysis alongside fixed-income laddering to manage risk.

Christian Sessing is a CFA® charterholder with 21 years of industry experience, currently serving at AMI Asset Management Corp since 2005. He holds Series 63 and Series 66 licenses and works from the firm's Los Angeles office as part of a nine-advisor team. AMI Asset Management provides discretionary portfolio management to a diverse client base, including high net worth individuals, institutions, and private pooled funds. The firm employs a fundamental, bottom-up research approach across multiple equity and fixed-income strategies and is notable for its role as a private fund adviser and manager of pooled vehicles.

Barbara Abundiz is a CFP® with 17 years of industry experience, currently serving as an advisor at Horizon Wealth Management. She has previously worked at The Heymont Group and Heymont & Company, Inc., and has been associated with LPL Financial since 2008. In addition to her advisory role, she is involved with BABS MICHAEL, LLC, a non-investment-related business entity. Horizon Wealth Management is an SEC-registered firm that serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fiduciary investment management using diversified portfolios and provides financial planning and retirement-plan advisory services.

Daniel Hart is a Series 65-licensed advisor with Advanced Portfolio Strategies in Torrance, CA, where he has worked for six years. His prior experience includes roles at APS Management Group, Inc. from 2018 to the present, with a period as a student from 2016 to 2018. Advanced Portfolio Strategies serves individuals—including high-net-worth clients—pension and profit-sharing plans, and business entities with portfolio management, financial planning, and pension consulting. The firm employs a diversified, multi-strategy investment approach that includes fundamental, quantitative, and technical analysis, as well as both long- and short-term trading techniques.

Cassidy Plair is a financial advisor at Sustainable Advisors Alliance LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, Cassidy worked at Bunkley Investment & Management Company and has academic experience from the University of Houston and the University of Southern California. Sustainable Advisors Alliance, LLC provides portfolio management, financial planning, annuity management, and employee benefit plan services to individuals, retirement plans, corporations, and nonprofit entities. The firm focuses on sustainable, responsible, and impact investing using ESG criteria, combining active and passive strategies, direct indexing, and sub-advisors to tailor portfolios to client goals and preferences.

Justin Van Orden is a financial advisor at Prism Advisors, Inc. with two years of industry experience. He holds the Series 65 designation and has prior experience at Gingold & Company and EFE, Inc. Prism Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities with services including asset management, financial planning, retirement plan consulting, and legacy asset management. The firm combines fundamental and sector analysis with strategic asset allocation across traditional and alternative investments, and it sponsors its own wrap fee program that allows the use of margin in managed accounts.

Scott Swanson is a Certified Financial Planner® (CFP®) with 10 years of industry experience. He has been with Quantum Financial Advisors, LLC since 2022 and previously worked at Abacus Wealth Partners, LLC for seven years. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process that emphasizes mutual funds, ETFs, and separately managed accounts, offering both a Total Market and a Sustainable strategy using institutional-class funds and active transparent ETFs.

Nick Nejad is a CFA® charterholder with eight years of industry experience. He has worked at Beverly Hills Private Wealth, LLC since 2023 and previously held roles at KCS Wealth Advisory and Hotchkis & Wiley Capital Management. 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 asset-allocation frameworks and a combination of fundamental, technical, quantitative, and sector analyses, employing strategies across public and private securities.

John Mccormick is a CFP® professional with 12 years of industry experience. He is currently with Regatta Capital Group, LLC, where he has worked since 2022. Prior to this, he held roles at EP Wealth Advisors and National Planning Corporation. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as institutional investors. The firm employs a long-term, fundamental-analysis investment approach, managing diversified portfolios that include low-cost mutual funds and ETFs, individual stocks, and bonds.

Lameck Lukanga is a CFP® professional with 11 years of industry experience, currently serving at Life Line Wealth Management LLC. He has held roles at affiliated entities including Life Line Holdings, Inc. and Life Line Financial Group since 2011. Lukanga is also a member manager of Life Line Financial Group, a firm providing tax preparation, business management, and accounting services. Life Line Wealth Management offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, and privately held small businesses. The firm employs a Modern Portfolio Theory-based approach with a buy-and-hold strategy, focusing on asset allocation through primarily passive ETFs and customized portfolios managed mostly on a discretionary basis.

Daniel Itzhaki is a financial advisor with Tamar Securities, LLC, holding a Series 65 designation and six years of industry experience. He has been with Tamar Securities since 2020 and previously worked at Moorpark College and LI Investments, LLC. He also has experience in education, having worked at California State University, Northridge and Yeshiva University High School. Tamar Securities, LLC provides discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.52 billion in discretionary assets and serves about 4,198 clients through a multi-advisor team of 17, utilizing proprietary model programs that combine global value and sector analysis with qualitative and quantitative screening.

Aaron Morris is a financial advisor at Highline Wealth Partners with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charlesworth & Rugg, Inc, DFPG Investments Inc, and United Planners' Financial Services. He serves as Vice Chair of the San Fernando Community Health Center and is a board member of the Community OUTreach Alliance. 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, corporate retirement plan consulting, and other financial advisory services, with portfolio decisions centralized through an Investment Committee.

Kay Anne Imperial is a financial advisor at Black Card Circle with a Series 66 credential and 10 years of industry experience. She previously worked at Waddell & Reed and Barry Craine and owns a small video and film production company, PR Films LLC. Black Card Circle is a registered investment adviser team serving individuals, high-net-worth clients, trusts, and charitable organizations with customized financial planning and portfolio management. The firm emphasizes Modern Portfolio Theory with diversified portfolios and manages most assets on a non-discretionary basis, requiring client approval before trades.

David Jacobs is a financial advisor with Navalign, LLC in Encino, CA, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Carter Jacobs, LLC since 2007. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million across about 677 clients, utilizing a combination of fundamental analysis, long-term and short-term strategies, and third-party managers, including the use of borrowing and derivatives within separately managed accounts.

Abel Santibanez is a financial advisor with Mason & Associates, Inc. in Los Angeles, CA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been associated with Stonemark Wealth Management and The Leaders Group, Inc. since 2015 and 2017, respectively. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes strategic and tactical asset allocation, sector rotation, and global diversification, typically using mutual funds and ETFs.

Almen Rule is a financial advisor at JSF Financial, LLC based in Los Angeles, CA. He holds a Series 65 designation and has prior experience with KB Diamond Inc and Nasdaq Philippines. JSF Financial provides discretionary investment management, financial planning, wealth management, and retirement plan advisory services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm manages approximately $1.97 billion across 791 client relationships and offers both bespoke portfolio management and access to third-party managers and private investment funds.

Richard Mason is a financial advisor with Tamar Securities, LLC, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at Pursche Kaplan Sterling and Primerica Advisors. Mason is also involved as an Executive Director of Investments for Tamar Securities’ affiliated entities 911 Financial Services and Firefighters United Financial Services. Tamar Securities, LLC is a multi-advisor firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.52 billion in discretionary assets using proprietary model programs that combine global value and sector analysis with qualitative and quantitative screening across various asset classes.

Bradford Stelzer is a CFA® charterholder with 4 years of industry experience. He has been with Joel R. Mogy Investment Counsel Inc. since 2004. Joel R. Mogy Investment Counsel Inc. provides discretionary investment counseling and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $2.06 billion across about 237 client relationships, emphasizing long-term, client-oriented advice with a focus on cost-conscious, tax-aware implementation primarily in equities and investment-grade bonds.