Mark Cohen is a financial advisor at Westside Investment Management, LLC in Santa Monica, CA, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Westside Investment Management since 2010 and also maintains an affiliation with LPL Financial. Outside of his advisory work, Cohen owns two non-investment-related businesses, Milldog Inc. and Alipony Racing. Westside Investment Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charities, and plan sponsors. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, options strategies, derivatives, and private fund investments, and it participates in select third-party programs such as SEI’s Managed Accounts Program.

Marc Ackerman is a financial advisor at IFC Advisors LLC with 27 years of experience in the industry. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Wells Fargo Investments. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans. The firm combines active and passive strategies in tax- and cost-focused asset allocations and integrates third-party independent managers and alternative investments for qualified clients as part of a broader wealth management program.

Kennedy Reardon is a financial advisor at IFC Advisors LLC with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing, Bank of America N.A., and Merrill prior to joining IFC Advisors. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans. The firm combines active and passive strategies with a tax- and cost-focused approach, integrating third-party independent managers and alternative investments for qualified clients.

Cole Kahrilas is a financial advisor with GT Investment Management, LLC in Los Angeles, CA. He holds a Series 65 designation and has experience working with the Kahrilas Group since 2019, following a prior role at Eisner Law. GT Investment Management provides investment advice and financial planning primarily to high-net-worth individuals. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and non-investment services such as tax preparation and small-business planning, employing a tailored approach to client objectives and risk tolerance.

Jon Bowles is a financial advisor with Secure Investment Management, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Secure Investment Management since 2023 and operates his own financial services business, Jon L. Bowles Finances, since 2010. Outside of advising, he is the U.S. Operations Lead and a partial owner of the Sports Financial Literacy Academy, which produces sports-themed financial education materials for athletes. Secure Investment Management serves a diverse client base including individuals, trusts, and business entities, offering financial planning and portfolio management with a quantitative, factor-based investment approach grounded in Modern Portfolio Theory. The firm utilizes low-cost funds and tailored strategies through Orion Portfolio Solutions and operates as a network of independent adviser representatives customizing portfolios to client goals.

Chloe Barnett is a CFP®-certified financial advisor with six years of industry experience. She currently works at Regatta Capital Group, LLC, where she has been since 2021. Prior to joining Regatta, she held positions at Fidelity Investments, Freeman Mathis and Gary LLP, Redfin, and Luther Burbank Savings. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental-analysis approach to construct diversified portfolios focused on low-cost mutual funds and ETFs, supplemented with individual securities as appropriate, and also manages private pooled investment vehicles and digital-asset accounts.

Theresa Pablos is a CFP® with two years of industry experience, currently serving as a financial advisor at Avise Financial. She previously worked at Wealth Enhancement Group and KCS Wealth Advisory. Outside of financial advising, she operates Theresa Pablos Communications, providing consulting on podcast production. Avise Financial serves a diverse client base, including individuals, trusts, charitable organizations, and institutions. The firm offers discretionary investment management combined with financial planning, pension consulting, tax preparation, and business management, employing a range of analytical approaches and maintaining extensive third-party relationships.

Stephen Michalski is a Series 65-licensed advisor with BMB Advisers LLC in Los Angeles, CA, and has 26 years of industry experience. He has worked at BMB Advisers since 1999 and is also a shareholder and officer at Freedman Broder & Company Accountancy Corp., where he has been involved since 1985. All principals of BMB Advisers are also principals of this accounting practice. BMB Advisers primarily serves high-net-worth individuals in the entertainment industry, along with their related trusts, estates, and retirement accounts. The firm offers direct portfolio management and a referral-based Independent Advisor Program, with a long-term investment approach that favors passive equity exposure and diversified managed fund models.

Patrick Mcdonald is a CFP® and Series 66 licensed advisor with 10 years of industry experience. He has worked at Manhattan West Asset Management, LLC since 2023 and previously held roles at MAI Capital Management and The AYCO Company, L.P./Mercer Allied. Manhattan West Asset Management provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to construct diversified asset allocations across public and private markets, offering both separately managed accounts and pooled investment vehicles.

Bradley Hammerman is a CFP® professional with 17 years of industry experience, currently associated with Beverly Hills Private Wealth, LLC. Prior to joining Beverly Hills Private Wealth in 2025, he worked at Seia LLC and Core Financial. Beverly Hills Private Wealth provides advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a diversified investment process incorporating fundamental, technical, quantitative, cyclical, and sector analysis, offering comprehensive portfolio management and financial planning tailored to larger accounts.

Jonathan Foster is a financial advisor with Angeles Wealth Management, LLC in Santa Monica, CA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including 15 years with Angeles Wealth Management. Angeles Wealth Management offers discretionary portfolio and wealth management, financial planning, and philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm employs a manager-of-managers approach, utilizing model portfolios and third-party managers, and incorporates alternative investments through private funds and affiliated entities.

Steven Campeas is a financial advisor with HCR Wealth Advisors in Los Angeles, CA. He holds a Series 65 designation and has four years of industry experience. In addition to his advisory role, he is the sole owner of SJC Business Management, Inc., which provides tax and business management services independently from HCR Wealth Advisors. HCR Wealth Advisors offers discretionary portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a range of investment strategies using fundamental and technical analysis and manages nearly $2 billion in assets across its team of ten advisors.

Elizabeth Greulich is a CFP® and holds a Series 65 license with 11 years of industry experience. She currently works at Quantum Financial Advisors, LLC and has been with the firm since 2022, following a tenure at Abacus Wealth Partners starting in 2014. Quantum Financial Advisors, LLC serves individuals, high net worth families, trusts, estates, employer retirement plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment approach using mutual funds, ETFs, and separately managed accounts with systematic factor tilts and offers both Total Market and Sustainable strategies.

Nicholas Andrian is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Evolve Private Wealth, LLC and has previously worked at MAI Capital Management, Evoke Wealth, and First Republic Private Wealth Management. His background also includes roles in educational and nonprofit organizations such as Dickinson College and Common Cause Pennsylvania. 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 fundamentally driven, long-term investment approach that incorporates diversified portfolios, alternative investments, and third-party AI decision-support tools.

Erik Helmstetter is a CFP®-designated financial advisor with 27 years of industry experience. He has been with Oder Investment Management, LLC since 2017 and previously worked at Morgan Stanley in various roles from 2009 to 2017. Outside of finance, he owns Trancension Music, LLC, which organizes music events and volunteer coordination in Los Angeles. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm applies Modern Portfolio Theory with a combination of active and passive management, global diversification, and periodic rebalancing to pursue real capital growth aligned with client risk tolerance.

Gabriela Arenzano Chagas is an advisor at JSF Financial, LLC in Los Angeles, CA. She holds Series 63 and Series 65 designations and has been with JSF Financial since 2025. Her prior experience includes roles at Vox Capital and Buffalo Exchange. JSF Financial provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm manages approximately $1.97 billion across about 791 client relationships and offers bespoke portfolio management alongside access to third-party managers and private investment funds.

Scott Gaynor is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Navalign, LLC, where he has worked since 2023. His prior experience includes roles at KCS Wealth Advisory and Signature Estate & Investment Advisors LLC. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for about 677 clients, employing a mix of investment strategies including margin borrowing and options trading, alongside pension consulting and corporate-level financial services.

Hugh Meyer is a financial advisor with Highline Wealth Partners based in Sherman Oaks, CA. He holds Series 63 and Series 65 designations and has 24 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC from 2009 to 2016 and Wells Fargo Clearing from 2016 to 2019. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering a range of services including investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are centralized through an Investment Committee, and it provides clients with regular portfolio reviews and educational programs.

Gira Patel is a financial advisor with Sierra Investment Management, LLC in Santa Monica, CA, holding a Series 65 credential and 10 years of industry experience. He has been with Sierra Investment Management since 2015. 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 downside risk management, utilizing a range of program options and affiliated mutual funds and ETFs through its affiliation with Ocean Park Asset Management.

Alfred Slayton is a financial advisor at Core Wealth Partners LLC with 55 years of industry experience. He previously worked at Western International Securities, Inc. for eight years before joining Core Wealth Partners. In addition to his advisory role, Mr. Slayton is an insurance agent specializing in Accident, Health, and Life insurance. Core Wealth Partners serves individuals, trusts, and small businesses, including high-net-worth clients, by providing discretionary portfolio management and integrated financial planning. The firm uses a tactical investment approach, incorporates private investments for alternative exposure, and employs third-party subadvisors to implement its strategies.