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.

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.

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.

Kristina Downing is a financial advisor at AIRE Advisors, LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, J.P. Morgan Securities, Wedbush Securities, and UBS Financial Services. Outside of advising, she is involved in real estate investment through membership in several entities and works as a mortgage broker referring clients. AIRE Advisors manages approximately $1 billion in client assets and serves individual, high-net-worth, family-office, and employer retirement plan clients. The firm offers comprehensive wealth and investment management, emphasizing strategic asset allocation and diversified portfolios using a variety of asset classes and third-party managers.

Melvin Nazarian Masihi is a financial advisor at Lazari Capital Management, Inc. He holds Series 63 and Series 65 designations and has experience working at Bank of America and Abra Inc. prior to joining Lazari Capital Management. He began his career in financial services recently and has also worked in educational roles at Glendale Community College and Burbank High School. Lazari Capital Management provides investment advisory and financial planning services to a variety of clients, including high-net-worth individuals, trusts, pension and profit-sharing plans, corporations, and an affiliated private fund. The firm employs a range of investment strategies and offers pension consulting, estate and retirement planning, and third-party asset manager recommendations.

Jon Dennis is a financial advisor at Westside Financial Advisors LLC in Los Angeles, CA, with one year of industry experience. He is also a partner in a CPA firm, Dennis Duncan & Covington LLP, where he has worked since 2018. Prior to that, he was with MGO CPA from 2016 to 2018. 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 businesses. The firm employs a primarily passive, asset-class-based investment approach combined with fundamental and technical analysis and may utilize third-party managers for sub-advisory services.

Matthew Fulton is a CFP® professional with three years of industry experience. He is currently with Seneca Private Wealth, LLC and has previously worked at Atlas Legacy Advisors LLC, Wells Fargo Clearing, and UBS. Fulton also has experience related to the University of California, Santa Barbara and earlier roles prior to entering financial services. Seneca Private Wealth, LLC provides investment and wealth management, financial planning, and fiduciary and non-fiduciary retirement plan services to a client base including individuals, families, trusts, institutions, and corporations. The firm offers tailored discretionary portfolio management with customized, risk-adjusted, tax-aware asset allocations blending active and passive strategies, and provides specialized services such as estate-planning facilitation and assistance with Section 1031 exchanges.

Fatemeh Ashouri is a financial advisor at Monarch Wealth Strategies in Los Angeles, CA, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Monarch Wealth Strategies, she held roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. She has also worked in academic and innovation settings, including at UCLA Extension and the Techno Tejarat Innovation Center. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, pension plans, and broker-dealers. The firm manages approximately $463 million across about 390 client relationships, employing a mix of fundamental, technical, and third-party analysis alongside tax-aware and strategic asset allocation practices.

Wendy Atlin is a financial advisor at Westside Financial Advisors LLC with one year of industry experience. Prior to joining the firm, she worked in technology roles at several companies including IBM and PwC. Outside of her advisory work, she is also a technology executive. Westside Financial Advisors serves individual, high-net-worth clients, and businesses by providing discretionary investment management and comprehensive financial planning. The firm primarily uses passive investment strategies supported by fundamental and technical analysis, often delegating portfolio implementation to a recommended third-party manager.

Katharine Kim is a financial advisor at AMI Asset Management Corp in Los Angeles, CA, holding a Series 65 designation with 24 years of industry experience. She has been with AMI Asset Management since 2002. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, utilizing a fundamental, bottom-up research process across multiple equity and fixed-income strategies. The firm manages $1.925 billion in discretionary assets, serves high net worth individuals, pension and profit-sharing plans, trusts, corporations, and private pooled funds, and is notable for its role as a private fund adviser and manager of pooled vehicles.

Kenneth Sleeper is a financial advisor with Sierra Investment Management, LLC in Santa Monica, CA, holding a Series 65 designation and bringing 36 years of industry experience. He has worked at Sierra Investment Management, Inc. since 1992 and at Ocean Park Asset Management, Inc. since 1989. 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 uses a rules-based, tactical investment approach focused on trend-following and downside risk management, implementing daily program reviews and team-based decision making across multiple program series that include affiliated and unaffiliated funds.

Hi - I'm Eric Amzalag CFP®, founder of Peak Financial Planning. I work with individuals and couples nationwide to help you navigate the Retirement Risk Zone. We build models that help you optimize your retirement income, create spending flexibility in retirement, and help you understand your financial weaknesses. We’d love for you to consider our Fee Only Fiduciary CFP® Professional team for the following reasons: - We will help you document your financial wishes and goals. - We can help you create a reliable retirement income stream that you understand, and that will outlive YOU. - We can help you pay the government less so that you have more money to spend on the things you care about - We can help you craft an investment strategy that you UNDERSTAND and lets you sleep well at night knowing you’ll be taken care of. Please visit our website to get a feel for how we work with clients - www.thepeakfp.com You can also watch hundreds of hours of free retirement guides on our youtube channel at www.youtube.com/@thepeakfp

Colm Oboyle is a Series 65-licensed financial advisor with O'Boyle Wealth Management, Inc. in Beverly Hills, CA, where he has worked for 12 years. He has six years of industry experience. O'Boyle Wealth Management serves individuals, trusts, employer retirement plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including discretionary account management, asset allocation, and use of ETFs, derivatives, and leveraged products, and is notable for sponsoring a wrap fee program and managing held-away retirement accounts through Pontera.

Teri Mccasland is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, with 44 years of industry experience. She has been with SFE Investment Counsel for 19 years since 2007. SFE Investment Counsel provides investment advisory services to individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm emphasizes asset allocation and a total-return approach, typically managing concentrated portfolios through fundamental, technical, and cyclical analysis combined with fixed-income laddering to manage risk.