Joseph Robillard is a financial advisor with Windward Capital Management Company in Los Angeles, CA, holding Series 65 and Series 66 licenses and 15 years of industry experience. He has been with Windward Capital Management Company and its affiliated firm S.L. Reed & Company since 2010. Outside of advising, he is an owner of Mammoth Rock N Bowl, an entertainment and restaurant business in Mammoth Lakes, CA. Windward Capital Management Company provides discretionary portfolio management to individual and high-net-worth clients, pension consulting and education to employee benefit plans, and sub-advisory services to other registered investment advisers. The firm employs a range of investment strategies including fundamental, charting, and cyclical analysis across various portfolio approaches and manages approximately $1.86 billion in assets with a team of three advisors.

Ross Kroll is a CFP® and holds a Series 65 license with 11 years of industry experience. He has worked at firms including Mercer Advisors, Oakwood Capital Management, AdvicePeriod, and Mariner Independent, where he is currently affiliated through Ocean Path Advisors. Kroll is a shareholder at Ocean Path Advisors, providing investment advisory services through Mariner Platform Solutions. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm supports both model portfolios and advisor-level discretionary management, and it integrates institutional and retirement plan resources through affiliated entities and third-party partnerships.

Hank Krakover 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 previously worked at Wells Fargo Clearing and Sanctuary Advisors. He is also a licensed insurance agent involved with Evolve Wealth Insurance LLC and serves as managing member of Krakover Wealth, LLC, a holding company with ownership interest in Evolve Private Wealth. Evolve Private Wealth 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 using a diversified mix of low-cost mutual funds, ETFs, equities, bonds, alternative investments, and derivatives, supported by artificial intelligence decision tools.

Maryam Khoshreza is an advisor at AIRE Advisors, LLC with five years of industry experience. Prior to joining AIRE Advisors in 2021, she worked at Macy's Inc. and Oaks Paper Product Company. AIRE Advisors manages approximately $1 billion in client assets, serving individual clients, family-office clients, employer retirement plans, and brokerage customers. The firm offers comprehensive wealth management and investment consulting, with an investment approach centered on strategic asset allocation and Modern Portfolio Theory.

Todd Butler is a CFP® professional with 23 years of experience in financial advising. He is currently with Mariner Independent and previously worked at Ocean Path Advisors, AdvicePeriod, LLC, and WESCAP Group. Outside of his advisory work, he is involved with Sendero Property Group, through which he owns rental properties. Mariner Independent serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans, offering investment advisory, financial planning, and consulting services. The firm integrates institutional and retirement plan resources and provides access to model portfolios, third-party managers, and alternative investments.

Nhaman Pelphrey is a financial advisor at IFC Advisors LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies and is noted for operating and advising special purpose vehicles and private fund vehicles.

David Wright is a financial advisor with Sierra Investment Management, LLC in Santa Monica, CA, holding a Series 65 designation and 36 years of industry experience. He has been with Sierra Investment Management, Inc. since 1992 and is also associated with Ocean Park Asset Management, Inc. since 1989. Sierra Investment Management, LLC manages discretionary portfolios for individuals, trusts, estates, pension and profit-sharing plans, and certain institutional arrangements. The firm employs a rules-based, tactical investment process focused on quantitative trend-following and sell discipline, with portfolios primarily implemented through mutual funds and cash equivalents.

Eric La is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA, holding a Series 65 designation with five years of industry experience. Prior to his current role, he worked at Sophis Real Estate Inc. and California State University, Fullerton. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other entities, providing discretionary portfolio management, participant account management, and standalone financial planning. The firm tailors investment strategies to each client using a combination of fundamental, technical, and cyclical analysis, with portfolios reviewed quarterly and rebalanced as needed.

Charles Bohlen Jr. is a CFA® charterholder with 29 years of industry experience. He has been with SFE Investment Counsel Inc. since 2007. The firm serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. SFE emphasizes asset allocation and a total-return approach, managing portfolios with a concentrated selection of equity positions and combining fundamental, technical, and cyclical analysis alongside fixed-income laddering to manage risk.

Philip Fessler is a financial advisor at AIRE Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AIRE Advisors since 2021. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, Fessler is involved in managing rental property jointly owned with his spouse. AIRE Advisors manages approximately $1 billion in client assets, serving individual clients, family offices, employer retirement plans, and brokerage customers. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and offers wealth management, retirement plan consulting, and investment consulting services through both discretionary and non-discretionary arrangements.

Shawn Hsieh is a financial advisor at Highline Wealth Partners in Sherman Oaks, CA, with 16 years of industry experience. He holds the CFP®, CFA®, and Series 66 credentials. Prior to joining Highline Wealth Partners in 2018, he worked at City National Bank, DFPG Investments, Inc., and American Financial Network Advisory Services, LLC. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities by providing investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s Investment Committee oversees portfolio decisions and offers participant education and quarterly portfolio reviews, supported by third-party technology for retirement plan management.

Lynne Dorsey is a CFA® charterholder with 36 years of industry experience. She is currently with Elyxium Wealth LLC and previously worked at BMO Family Office and BNY Mellon Wealth Management. Outside of her advisory role, she serves as a successor co-trustee administering estate settlement matters. 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 process across traditional and alternative assets and manages special purpose vehicles to offer clients indirect exposure to privately held companies.

John Krambeer is a financial advisor with Validus Capital LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Camden Capital, LLC for nine years before joining Validus Capital in 2022. In addition to his advisory role, Krambeer is a licensed insurance professional. Validus Capital LLC serves high-net-worth and ultra-high-net-worth clients, offering wealth management, financial planning, legacy planning, and family office services. The firm manages approximately $2.54 billion in assets and employs a customized, long-term investment approach utilizing mutual funds, separately managed accounts, ETFs, equities, alternatives, and fixed income, along with operational support tailored to sophisticated client needs.

David Dewolf is a Certified Financial Planner® with 20 years of industry experience. He is currently with Quantum Financial Advisors, LLC, where he has worked since 2022. Prior to that, he spent 10 years at Abacus Wealth Partners, LLC. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process favoring mutual funds, ETFs, and separately managed accounts, and offers both Total Market and Sustainable strategies using institutional-class funds and active transparent ETFs.

William Moffly is a financial advisor at Validus Capital LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Black Knight Financial Services, PennyMac Financial Services, and Bank of America. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients. The firm manages approximately $2.54 billion in assets, offering customized long-term portfolios that include mutual funds, separately managed accounts, ETFs, individual equities, alternative investments, and fixed income, along with comprehensive family office support.

Wei Jing is a financial advisor at East West Wealth Advisors LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Cetera and East West Bank. East West Wealth Advisors provides discretionary separately managed accounts for high-net-worth individuals, trusts, and institutional investors, using a goals-based, multi-asset investment approach overseen by an Investment Policy Committee. The firm also sponsors a wrap-fee program and manages portfolios with attention to liquidity and tax-aware transitions.

I became a financial planner because of the lack of financial literacy in my community and I wanted to help change that. With over 13 years of industry experience, I specialize in helping Gen X, Millennial and Gen Z adults with their money. I support people as they navigate their financial decisions, offering guidance that’s rooted in empathy and simplicity. When I'm not working with clients, I'm at home with my wife, daughter, and two rescue dogs. I'm passionate about DIY projects—home improvement, woodworking, crafting cocktails, and modifying cars. Currently, I'm swapping the engine in a 1985 Pontiac Firebird, the car I drove in high school.

David Chung is a financial advisor with Logic Wealth Management, LLC in Pasadena, CA, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Logic Wealth Management since 2010 and is also involved with Sophis Real Estate, Inc. and Wealth Management Coach, LLC. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other business entities with tailored investment strategies that combine fundamental, technical, and cyclical analysis. The firm offers discretionary portfolio management, participant account management, and financial planning services.

Daniel Beckwith is a CFP® with 11 years of experience in the financial services industry. He has worked at First Financial Consulting since 2018 and previously spent two years with WESCAP Group. Beckwith is based in Pasadena, CA, and holds the Series 66 designation. First Financial Consulting is a team-based firm serving individuals, families, trusts, estates, and closely held businesses. The firm provides financial planning and investment consulting through customizable, project-based or ongoing services, focusing on client-directed implementation without discretionary trading authority.

Joseph O’Boyle is a CFP® credentialed financial advisor with 23 years of industry experience. He is the president and owner of O’Boyle Wealth Management, Inc. in Beverly Hills, CA, and previously worked at Voya Financial Advisors from 2014 to 2018. Outside of his advisory role, he is also active as an independent insurance agent specializing in life, health, disability, and fixed insurance products. O’Boyle Wealth Management serves individuals, including high-net-worth clients, trusts, employer retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, consulting, and held-away retirement account management, utilizing an investment approach that includes discretionary account management, asset allocation, core-satellite strategies, and a broad range of investment tools.