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.

Rasheed Ahmed is a CFP® with six years of industry experience, currently serving as a financial advisor at Quantum Financial Advisors, LLC since 2026. Prior to joining Quantum, he worked at Abacus Wealth Partners LLC for seven years and Warner Pacific Insurance Services for three years. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and 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 Total Market and Sustainable strategies that incorporate institutional-class funds and active transparent ETFs.

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.

Benjamin Lincoln is a Series 66-licensed advisor with 22 years of industry experience. He has been with Redwood Wealth Management, LLC since 2014 and serves as the firm's president. In addition to his advisory role, he is involved in a non-investment business activity related to bill payment services. Redwood Wealth Management provides discretionary portfolio management and financial planning to individuals, corporations, and other entities. The firm uses a client questionnaire to develop tailored investment policies and employs a combination of fundamental, technical, and cyclical analysis in its investment process.

Joshua Miller is an advisor at Regatta Capital Group, LLC and holds the Series 65 and Series 66 designations. He has been with Regatta Capital Group since 2026. Prior to entering the financial industry, he worked in various roles within the entertainment and production sectors, including positions at Ventura Canyon Productions, Bron Studios, and Amazon Studios. Outside of his advisory work, he remains involved with Ventura Canyon Productions. Regatta Capital Group serves a diverse client base including individual and high-net-worth clients, institutions, and charitable organizations. The firm uses a long-term, fundamental analysis approach to portfolio construction, offering services such as wealth management, financial planning, retirement plan advisory, and digital-asset account facilitation.

Armen Keheyan is a financial advisor at Evolve Private Wealth, LLC in Los Angeles, CA, holding a Series 66 designation with 10 years of industry experience. His prior positions include roles at Morgan Stanley & Co. LLC and Wedbush Securities Inc. He is also licensed as an independent insurance agent but does not dedicate time to this activity. Evolve Private Wealth serves individuals, high-net-worth clients, trusts, and other entities, managing approximately $2.15 billion in assets. The firm employs a fundamentally driven, long-term investment approach, utilizing diversified portfolios of mutual funds, ETFs, individual securities, and alternative investments supported by AI decision tools.

Nathan Brummel is a financial advisor at Sierra Investment Management, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2016 to 2023. Sierra Investment Management, LLC is an SEC-registered advisory firm that manages discretionary portfolios for individuals, trusts, estates, pension and profit-sharing plans, and certain institutional clients. The firm employs a rules-based, tactical investment process focused on quantitative trend-following and sell discipline, implementing portfolios primarily through mutual funds and cash equivalents.

William Broder is a Series 65-licensed financial advisor with 26 years of industry experience. He is a principal at BMB Advisers LLC, where he has worked since 1999, and also serves as a shareholder and officer at Freedman Broder & Company, an accounting practice operating since 1965. Broder works full time in the accounting firm while providing advisory services at BMB Advisers. BMB Advisers primarily serves high-net-worth individuals in the entertainment industry and their related trusts, estates, and retirement accounts. The firm offers direct portfolio management alongside a referral-based Independent Advisor Program and employs a long-term investment approach favoring passive equity exposure through mutual funds and ETFs.

Richard Ward is a CFA® charterholder with 18 years of industry experience. He has been with Curated Wealth Partners, LLC since 2018 and previously worked at Deutsche Bank from 2015 to 2018. Richard holds Series 63 and Series 65 licenses. Curated Wealth Partners serves ultra–high‑net‑worth individuals, families, and related entities by providing holistic wealth management and consulting across public and private markets. The firm offers customized advice with a focus on portfolio construction, manager selection, private market investing, and family office services.

Marcus Crawshaw is a financial advisor at The William Allan Corporation with 24 years of industry experience. He holds a Series 65 designation and has been with the firm since 2014. The William Allan Corporation provides investment advisory and planning services to individuals, high net worth clients, non-profits, trusts, and corporate accounts. The firm offers discretionary asset management, financial planning, and consulting, managing over $185 million in client assets with an approach that includes individualized account supervision, fundamental analysis, and a combination of long-term investing and selective short-term strategies.

Matthew Heller is a financial advisor at HCR Wealth Advisors in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Port Films, Walt Disney Company, NZK Productions, Warner Bros. Entertainment, and Royal Caribbean Group. HCR Wealth Advisors provides discretionary portfolio management, financial planning, and consulting to individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and other businesses. The firm uses a combination of fundamental and technical analysis with both long- and short-term strategies, managing nearly $2 billion in client assets across a team of ten advisors.

Christopher Blassick is a CFP®-certified financial advisor with eight years of industry experience, currently serving at Fort Point Capital Partners LLC. His previous roles include positions at Camden Capital and Salem Partners. Fort Point Capital Partners provides investment management and financial planning services primarily to high-net-worth individuals and family offices, emphasizing risk management, global diversification, and tax-aware strategies through both separately managed accounts and private pooled investment vehicles.

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.