Emma Timm is a financial advisor at Advanced Portfolio Strategies with a Series 65 credential and one year of industry experience. Prior to joining Advanced Portfolio Strategies, she worked at ATS Wealth Management and The Retirement Group LLC. Advanced Portfolio Strategies is a small team managing approximately $158.7 million for about 208 clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, and business entities. The firm employs a multi-faceted investment process that includes fundamental, quantitative, and technical analysis combined with modern portfolio theory, and provides quarterly portfolio reviews with options to delegate assets to third-party managers or private funds.

Alice Amick is a financial advisor at CLG LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Cetera, and Cetera Advisor Networks. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, providing asset management, financial planning, retirement plan consulting, and insurance solutions. The firm employs a variety of analytical methods and offers both discretionary and non-discretionary portfolio management, including the use of third-party sub-advisors and held-away account management.

David Dietrich is a financial advisor at Dew Point Capital with 15 years of industry experience. He holds the Series 66 designation and previously worked at Advantage Capital Advisors, LLC for five years before joining Dew Point Capital in 2021. In addition to his advisory role, he is licensed as an insurance agent and sells annuities. Dew Point Capital is an SEC-registered advisory firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based discretionary portfolio management and financial planning, emphasizing strategic asset allocation with fundamental and cyclical analysis and a long-term purchase strategy supplemented by periodic short-term adjustments.

Ala Smochinsky is a financial advisor with The L. Warner Companies, Inc., holding a Series 66 designation and eight years of industry experience. Prior to joining The L. Warner Companies in 2021, he worked at Four Points Capital Partners LLC and Niagara International Capital Limited. Outside of his advisory role, he is involved in property management. The L. Warner Companies serves high-net-worth individuals, trusts, estates, and retirement plans, as well as corporations, non-profits, and other business entities. The firm employs a research-driven investment process led by an internal Chief Investment Officer and analyst team, constructing diversified portfolios with a focus on multi-year horizons and incorporating strategies such as options and third-party manager programs.

Amanda Preston is a CFP® and holds a Series 65 license, with eight years of experience in the financial industry. She has worked at 3EDGE Asset Management, LP since 2022 and previously held roles at Windham Capital Management and Morgan Stanley. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other investment advisers, and managing exchange-traded funds and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation approach that combines quantitative research with investment committee judgment and stress testing.

Selwyn Gerber is a financial advisor at RVW Wealth LLC with 22 years of industry experience. He holds a Series 65 designation and has been involved with RVW Investing LLC since 2006. In addition to his advisory role, Gerber serves as president of Gerber & Co., Inc., a certified public accounting and tax preparation firm he has managed since 1985. RVW Wealth provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a fundamental research approach focused on ETFs, mutual funds, and bonds, with active supervision and regular client reviews, and maintains a formal affiliation with an accounting and tax firm.

Josephti Cruz is a financial advisor with The WealthGarden F.S. LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at several firms including TIAA-CREF, Northwest Asset Management, and currently operates Financial Ever After LLC dba Cover Your Assets, a Certified Divorce Financial Analyst consulting business for analyzing and reporting on divorcing couples’ financial situations. The WealthGarden F.S. LLC provides discretionary and non-discretionary investment management, financial planning, and consulting primarily for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm customizes portfolios based on client goals and risk tolerances, employing diversified allocations and periodic reviews, and offers complementary services including estate-planning coordination and tax preparation through affiliated entities.

John Sheehan is a financial advisor with Astravia Family Wealth Office LLC, holding a Series 66 designation and bringing 24 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Morgan Stanley. Outside of advising, he owns a personal training business unrelated to investments. Astravia Family Wealth Office LLC provides portfolio management, retirement plan consulting, and referrals to third-party money managers for individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs an investment approach combining asset allocation with fundamental and technical analysis, utilizing various securities and third-party managers with ongoing monitoring and rebalancing.

Estelle Thrasher is a Series 65-credentialed advisor with Grant Tani Barash & Altman, LLC in Beverly Hills, CA. She has been with the firm since 2011 and has 15 years of industry experience. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and a variety of institutional clients. The firm offers bundled business-management services alongside customized investment advice, acting as a multi-family office liaison with a focus on non-discretionary investment recommendations and short-term cash management.

David Horvitz is a CFP® professional with 19 years of industry experience. He has been associated with Cheviot Value Management, LLC since 2006, serving in various capacities over the years. Outside of his advisory role, he is Vice President of the Board of Directors and Chair of both the Small Business Loan Committee and the Investment Committee at the Jewish Free Loan Association. Cheviot Value Management, LLC is a privately owned registered investment adviser managing over $1 billion in client assets. The firm provides discretionary portfolio management and related services to individuals, trusts, estates, retirement plans, charitable organizations, and certain institutional clients, employing a value-oriented investment approach based on fundamental analysis and diversified risk management.

James Moylan is a CFA® charterholder with 19 years of industry experience. He has been with SFE Investment Counsel Inc. in Los Angeles since 2007. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm’s investment approach emphasizes asset allocation and a total-return orientation with concentrated portfolios typically holding 20–25 equity positions selected through fundamental, technical, and cyclical analysis combined with fixed-income laddering to manage risk.

Todd Golper is a CFP® and holds a Series 63 license with two years of industry experience. He is currently with Elyxium Wealth LLC and previously worked at BNY Mellon Wealth Management for nine years. Golper is a managing member of Elyxium Family Office, LLC, a family office services firm. Elyxium Wealth LLC provides wealth management and financial planning to high-net-worth individuals, trusts, pension plans, and other entities. The firm combines fundamental, quantitative, technical, and credit analysis in its investment approach, utilizing both traditional and alternative assets while managing special purpose vehicles for indirect private company exposure.

Erika Jenkins is a financial advisor at Regatta Capital Group, LLC with five years of industry experience. She has held her current position since 2017 and previously worked at The Art of Management LLC for two years. Jenkins holds a Series 65 designation. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental-analysis approach with diversified portfolios of low-cost mutual funds and ETFs, supplemented by individual stocks and bonds, and offers a range of services including wealth management, financial planning, retirement plan advisory, and digital-asset account facilitation.

Zoe Lawrence is a financial advisor at Grant Tani Barash & Altman, LLC with 14 years of industry experience. She holds a Series 65 designation and has been with the firm since 2004. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and various institutional clients. The firm offers bundled business-management services alongside customized asset allocation and multi-family office liaison work, providing primarily non-discretionary investment advice with limited discretionary authority for short-term cash management.

Claire Warren is a CFP® at Elyxium Wealth LLC with zero years of industry experience. She previously worked at BMO from 2022 to 2024 and BNY Mellon Wealth Management from 2015 to 2022. Elyxium Wealth LLC provides comprehensive wealth management and financial planning to individuals, high-net-worth clients, trusts, pension plans, and other entities. The firm employs a multi-disciplinary investment approach across traditional and alternative assets and manages special purpose vehicles that offer clients indirect exposure to privately held companies.

Sharon Nassirzadeh is a CFP® professional with 31 years of industry experience, currently with AIRE Advisors, LLC since 2020. Her prior roles include positions at Bank of America and Merrill Lynch. Outside of her advisory work, she is involved with a real estate investment project as a limited partner in an LLC formed to flip a duplex in Los Angeles. AIRE Advisors manages approximately $1 billion in client assets and serves individual, family-office, and employer retirement plan clients. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and offers a range of wealth management and investment consulting services.

Yibo Hu is a CFA® charterholder currently with Beverly Hills Private Wealth, LLC, where he has worked for one year. He previously held roles at Ballina Capital, LLC, Hi2 Global, Alpha Square Group, and the World Bank Group - IFC. Beverly Hills Private Wealth, LLC serves high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and retirement consulting. The firm employs a diverse investment approach that includes fundamental, technical, quantitative, and sector analysis, and offers strategies such as asset allocation, fixed income, and alternative investments, including the use of derivatives and margin in select accounts.

Harry Barth is a CFP® and ChFC® with 55 years of industry experience. He is currently with Secura Financial and has held roles at Arkadios Capital, Crown Capital Securities, Bentley Financial & Insurance Services, Barthcalderon LLP, and Fortress Equity Mortgage. Outside of his advisory work, Barth serves as managing partner of Barthcalderon LLP, a law firm. Secura Financial, LLC provides fee-based personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $320 million for about 673 clients through a team of advisors and employs a range of investment strategies tailored to client objectives and risk tolerance.

Russell Mohberg is a CFP®-credentialed financial advisor at Regatta Capital Group, LLC with 19 years of industry experience. He has been with Regatta Capital since 2007. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, institutions, and charitable organizations. The firm employs a long-term, fundamental analysis approach to portfolio construction, offering wealth management, financial planning, retirement plan advisory, and digital-asset account services across multiple offices.

Jon Bemis is a CFP® with 27 years of experience in the financial industry, currently serving at CLG LLC since 2023. He has previously worked at Cetera Advisor Networks LLC for 10 years and operates his own tax and accounting practice as a sole proprietor. His career includes over three decades in tax preparation and accounting. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm employs a variety of analytical methods, discretionary and non-discretionary management strategies, and utilizes third-party sub-advisors and specialized tools to manage portfolios, including options, derivatives, and digital assets.