John Sullivan is a financial advisor at Curated Wealth Partners, LLC in El Segundo, CA, holding Series 66 and Series 65 licenses with three years of industry experience. He previously worked at Asana Partners, Thompson Research Group, and Merrill. Curated Wealth Partners advises ultra-high-net-worth clients including individuals, families, trusts, and charitable organizations, offering balance-sheet advisory, portfolio construction, and family office services. The firm manages a blend of directly managed holdings and third-party independent managers and oversees substantial assets on both discretionary and non-discretionary bases.

Zachary Ostrow is a financial advisor at Validus Capital LLC in El Segundo, CA, holding a Series 65 designation. He joined Validus Capital in 2025 and has prior experience at KPMG and Kom Ferry. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services primarily to high-net-worth and ultra-high-net-worth clients. The firm offers customized, long-term portfolio construction and serves as an investment adviser to pooled investment vehicles with approximately $2.54 billion in assets under management as of December 31, 2025.

Evan Danu is a financial advisor at Validus Capital LLC holding a Series 66 designation with one year of industry experience. Prior to joining Validus Capital, he worked at UBS Financial Services Inc and Lockheed Martin. He is also a student worker under a federal work-study program at the University of Southern California. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm offers customized, primarily long-term portfolios using a range of investment vehicles and provides ongoing portfolio supervision and integrated family office services.

Michael Karapetian is a financial advisor with Lazari Capital Management, Inc., holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at firms including Honey Badger Capital LLC, Lyndhurst Securities, and Kovack Securities. Outside of his advisory work, he serves as president of the Karapetian Animal Rescue Environment Foundation, a nonprofit focused on animal rescue and environmental conservation, and holds trustee roles with Moravian University and Merlin Tuttle’s Bat Conservation. Lazari Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and an affiliated private fund. The firm employs a range of investment approaches, including discretionary portfolio management and a proprietary quantitative strategy for its private fund, and offers services such as estate and retirement planning, pension consulting, and third-party asset manager recommendations across diverse asset classes.

Edward Ternan is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with SFE since 2007. Outside of his advisory role, Mr. Ternan is a 50% owner of SilverWise LLC, a business focused on assisting families with aging-related issues. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients, providing investment supervisory services through customized portfolios and model strategies. The firm emphasizes asset allocation, a long-term total-return approach, and risk management through concentrated equity positions combined with fixed-income laddering.

Calvin Lo is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Keystone Global Partners LLC since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with SPE LBG, LLC, which operates residential solar panels for leaseback to homeowners. Keystone Global Partners provides wealth and investment management, financial planning, family office, and personal exit advisory services for affluent individuals, families, trusts, estates, charitable organizations, and institutional clients. The firm employs a diversified, multi-asset investment approach overseen by an internal Investment Committee.

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.

Anthony Hunt is a financial advisor at Pasadena Private Wealth, LLC with five years at the firm and a total of one year of industry experience. He holds the Series 65 and Series 66 designations. Prior to his advisory role, Hunt worked for CJ Entertainment for 20 years. Pasadena Private Wealth is a multi-team registered investment adviser managing approximately $1.61 billion in regulatory assets as of December 2025. The firm serves individuals, families, trusts, pension plans, and corporate clients using a fundamentally driven, long-term investment approach across various asset classes while also providing financial planning, retirement plan consulting, and due diligence on third-party managers.

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.

Lee Goss is a financial advisor with Cabin Advisors, LLC in South Pasadena, CA, holding eight years of industry experience. He is also a CPA and the owner of Goss & Company, An Accountancy Corporation, an accountancy firm operating since 2005. Prior to joining Cabin Advisors, he worked at Claraphi Advisory Network, LLC for six years. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm offers financial planning, portfolio management, unified managed accounts, and sub-advisory services, employing a range of investment analyses and due diligence on alternative investments.

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.

Travis Henry is a financial advisor at Factory Capital LLC in Los Angeles, CA, holding Series 65 and Series 66 designations with 11 years of industry experience. He previously worked at Morgan Stanley, True Capital Management, and Cresset Asset Management. Factory Capital LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to institutional and other clients. The firm uses a platform-centric model, allocating among third-party managers and employing both active and passive strategies across liquid and alternative asset classes.

Stephen Dutka is a CFA® charterholder affiliated with Skylar Wealth Management, LLC. He has 23 years of industry experience, having previously worked at Fiduciary Trust International of California before joining Skylar Wealth Management in 2026. Skylar Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and family office services to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm combines in-house portfolio management with oversight of third-party money managers and offers specialized services including wrap-fee programs and custody-sensitive family-office operations.

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.

David Macleod is a CFP® and CFA® with 17 years of industry experience. He has been with Eclectic Associates, Inc. in Fullerton, CA, since 2010. Eclectic Associates, Inc. is a fee-only, SEC-registered investment adviser that provides discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team, constructing diversified portfolios using Modern Portfolio Theory and maintaining fiduciary standards for retirement accounts.

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.

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.

Blake Martin is a financial advisor at Cloud Capital Management with two years of industry experience. He holds a Series 65 designation and previously worked at Ark Wealth Advisors and has been a performing musician at the Walt Disney Company for over ten years. Martin is also self-employed as a musician outside of his financial advisory work. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities, offering discretionary investment management and standalone financial consulting. The firm applies quantitative and qualitative analysis, modern portfolio theory, and model-based trading to manage approximately $300 million across about 130 client relationships.