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 Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Sierra Investment Management, LLC since 2023 and previously held roles at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2016 to 2023. Sierra Investment Management is a team-based SEC-registered advisor that manages discretionary portfolios and offers limited financial planning to individuals, high-net-worth clients, trusts, retirement plans, and certain institutional accounts. The firm employs a rules-based, tactical investment approach focused on trend-following and disciplined risk management, and it operates multiple program series that utilize affiliated and unaffiliated mutual funds and ETFs.

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 19 years of industry experience. He has worked at Curated Wealth Partners, LLC since 2018 and previously held roles at Deutsche Bank and Citigroup Global Markets. Richard holds Series 63 and Series 65 licenses. Curated Wealth Partners advises ultra-high-net-worth clients including individuals, families, trusts, and charitable organizations. The firm specializes in holistic balance-sheet advisory, portfolio construction, and manager selection across public and private markets, offering customized portfolios and comprehensive 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® with 8 years of industry experience, currently serving as Managing Director at Fort Point Capital Partners LLC. His prior experience includes roles at Camden Capital and Salem Partners. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm emphasizes risk management through global diversification, active oversight, and tax-aware strategies, while managing private fund vehicles and separately managed accounts across a range of alternative and traditional investments.

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 with one year of industry experience. He holds a Series 65 designation and previously worked at Parametric Portfolio Associates and several other organizations. Curated Wealth Partners advises ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and special purpose vehicles. The firm offers comprehensive balance-sheet advisory, portfolio construction, and manager selection services across public and private markets, along with family office services including bookkeeping and cash-flow reporting.

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.

David Colley is a financial advisor at CRUX Wealth Advisors in Long Beach, CA, with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Arete Wealth Management, Raymond James Financial Services, and Waddell & Reed. Outside of advising, he is an insurance agent, providing insurance solutions and client consultations. CRUX Wealth Advisors offers investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using multiple analytical methods and generally manages client accounts on a discretionary basis with ongoing monitoring.

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 CFP® professional with 8 years of experience in financial advising, currently affiliated with JSF Financial, LLC. She has previously worked at Churchill Management Group and maintains concurrent roles with NewEdge Securities LLC. JSF Financial provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $1.97 billion across about 791 client relationships, offering tailored portfolios that combine bespoke management with access to third-party managers and private investment funds.

Kenneth Lee is a CFP®-certified financial advisor with 30 years of industry experience, currently serving at CLG LLC. His career includes roles at Purshe Kaplan Sterling Investment and Cetera, among others. Outside of advisory work, he is a partner in a family-owned real estate business, where he assists with property management. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering comprehensive asset management, financial planning, and retirement plan consulting. The firm employs a variety of analytical methods and investment strategies, including the use of sub-advisors, derivatives, and digital assets, providing both discretionary and non-discretionary portfolio management.

Robert Sowder is a financial advisor with CLG LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investment, Cetera Advisor Networks, LPL Financial, and H&R Block. Outside of his advisory work, he owns R.H. Sowder Enterprises, an S-Corporation structured for liability and tax purposes. CLG LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities by offering asset management, financial planning, retirement plan consulting, and related advisory services. The firm uses a range of analytical methods and investment strategies, including discretionary and non-discretionary management, third-party sub-advisors, and derivative instruments, distinguishing itself with a diversified operational and product approach.

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.