Kevin Kiely is a financial advisor at Checchi Capital Advisers, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at Deloitte and Berry Global. Checchi Capital Advisers provides discretionary portfolio management, sub‑advisory services, and advisory oversight for a diverse client base including high-net-worth individuals, foundations, trusts, pension and profit-sharing plans, and insurance-dedicated funds. The firm employs proprietary statistical models and an index-replication approach to create globally diversified equity and fixed-income portfolios with an emphasis on diversification, tax optimization, and low turnover.

Zev Fried is a financial advisor at JSF Financial, LLC in Los Angeles, CA, with 16 years of industry experience. He holds the Series 66 designation and has worked at Mid Atlantic Capital Corporation since 2010, alongside his tenure at JSF Financial beginning in 2008. Fried is also president of AJLH Inc., a pass-through entity established for commission management. 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, model portfolios, and quantitative analysis to customize investment strategies and manages approximately $1.73 billion in client assets.

Riley Maher is a financial advisor at Elwood & Goetz Wealth Advisory Group, LLC with 23 years of industry experience. He held a position at Penta Investment Counsel LLC from 2003 until 2026 before joining his current firm. Maher holds Series 63 and Series 65 designations. Elwood & Goetz provides fee-only investment management and comprehensive financial planning services to affluent and emerging-affluent individuals, families, trusts, estates, business owners, and sponsors of corporate retirement plans. The firm emphasizes Modern Portfolio Theory, global diversification, and predominantly passive implementation using index funds and ETFs, combining this approach with institutional retirement-plan fiduciary services and operational practices such as account aggregation through held-away platforms.

Elizabeth Isaacs is a financial advisor at MBM Wealth Consultants, LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Lincoln Financial Advisors Corporation. Isaacs joined MBM Wealth Consultants in 2026. MBM Wealth Consultants provides financial planning, consulting, and investment management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $476.7 million in discretionary assets and uses tailored model portfolios combining fundamental, technical, and cyclical investment analysis.

Roberto Santos is a financial advisor at Arrowroot Family Office, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Arrowroot Partners, LLC since 2014 and Vitreous Partners, LLC since 2013. Outside of his advisory roles, he serves as Managing Partner of Vitreous Partners Holdings, LLC, a business consulting firm focused on non-broker dealer M&A activities, and is a board member of GL Concepts, a non-investment related business. Arrowroot Family Office provides investment advisory and multi-family office services to a diverse client base including individuals, families, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers customized asset management strategies incorporating both discretionary and non-discretionary approaches, employs a range of analytical tools, and supports private pooled investment vehicles along with multi-family office services such as tax efficiency and M&A advisory.

Turkessa Ferrer Babich is a financial advisor at Westside Financial Advisors LLC with four years of industry experience. She has been with Westside Financial since 2021 and also runs an entertainment company. 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 other businesses. The firm employs a primarily passive, asset-class-based investment approach using index mutual funds and ETFs, supplemented by fundamental and technical analysis.

David Thomsen is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, with 21 years of industry experience. He has been with SFE Investment Counsel since 2007. Mr. Thomsen holds Series 63 and Series 65 licenses and volunteers at the New Center for PsychoAnalysis, a school for mental health professionals, dedicating about 10% of his time since 2009. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients, providing investment supervisory services through separately managed accounts and model portfolios. The firm emphasizes asset allocation and a total-return approach with concentrated equity positions, blending fundamental, technical, and cyclical analysis alongside fixed-income laddering to manage risk.

Christian Sessing is a CFA® charterholder with 21 years of industry experience, currently serving at AMI Asset Management Corp since 2005. He holds Series 63 and Series 66 licenses and works from the firm's Los Angeles office as part of a nine-advisor team. AMI Asset Management provides discretionary portfolio management to a diverse client base, including high net worth individuals, institutions, and private pooled funds. The firm employs a fundamental, bottom-up research approach across multiple equity and fixed-income strategies and is notable for its role as a private fund adviser and manager of pooled vehicles.

Barbara Abundiz is a CFP® with 17 years of industry experience, currently serving as an advisor at Horizon Wealth Management. She has previously worked at The Heymont Group and Heymont & Company, Inc., and has been associated with LPL Financial since 2008. In addition to her advisory role, she is involved with BABS MICHAEL, LLC, a non-investment-related business entity. Horizon Wealth Management is an SEC-registered firm that serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fiduciary investment management using diversified portfolios and provides financial planning and retirement-plan advisory services.

Michael Van Lieshout is a financial advisor at Stonemark Wealth Management with two years of industry experience. He holds a Series 65 license and his prior work includes roles at Crush It Enterprise and the US Commodity Futures Trading Commission. Stonemark Wealth Management is a team-based registered investment adviser serving individuals, trusts, and retirement plans. The firm manages approximately $610 million and employs customized model portfolios that combine fundamental and technical analysis, with options strategies and selective use of leveraged ETFs as part of its investment approach.

Cassidy Plair is a financial advisor at Sustainable Advisors Alliance LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, Cassidy worked at Bunkley Investment & Management Company and has academic experience from the University of Houston and the University of Southern California. Sustainable Advisors Alliance, LLC provides portfolio management, financial planning, annuity management, and employee benefit plan services to individuals, retirement plans, corporations, and nonprofit entities. The firm focuses on sustainable, responsible, and impact investing using ESG criteria, combining active and passive strategies, direct indexing, and sub-advisors to tailor portfolios to client goals and preferences.

Justin Van Orden is a financial advisor at Prism Advisors, Inc. with two years of industry experience. He holds the Series 65 designation and has prior experience at Gingold & Company and EFE, Inc. Prism Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities with services including asset management, financial planning, retirement plan consulting, and legacy asset management. The firm combines fundamental and sector analysis with strategic asset allocation across traditional and alternative investments, and it sponsors its own wrap fee program that allows the use of margin in managed accounts.

Scott Swanson is a Certified Financial Planner® (CFP®) with 10 years of industry experience. He has been with Quantum Financial Advisors, LLC since 2022 and previously worked at Abacus Wealth Partners, LLC for seven years. 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 that emphasizes mutual funds, ETFs, and separately managed accounts, offering both a Total Market and a Sustainable strategy using institutional-class funds and active transparent ETFs.

Nick Nejad is a CFA® charterholder with eight years of industry experience. He has worked at Beverly Hills Private Wealth, LLC since 2023 and previously held roles at KCS Wealth Advisory and Hotchkis & Wiley Capital Management. Beverly Hills Private Wealth, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm manages discretionary portfolios using asset-allocation frameworks and a combination of fundamental, technical, quantitative, and sector analyses, employing strategies across public and private securities.

Lameck Lukanga is a CFP® professional with 11 years of industry experience, currently serving at Life Line Wealth Management LLC. He has held roles at affiliated entities including Life Line Holdings, Inc. and Life Line Financial Group since 2011. Lukanga is also a member manager of Life Line Financial Group, a firm providing tax preparation, business management, and accounting services. Life Line Wealth Management offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, and privately held small businesses. The firm employs a Modern Portfolio Theory-based approach with a buy-and-hold strategy, focusing on asset allocation through primarily passive ETFs and customized portfolios managed mostly on a discretionary basis.

Daniel Itzhaki is a financial advisor with Tamar Securities, LLC, holding a Series 65 designation and six years of industry experience. He has been with Tamar Securities since 2020 and previously worked at Moorpark College and LI Investments, LLC. He also has experience in education, having worked at California State University, Northridge and Yeshiva University High School. Tamar Securities, LLC provides discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.52 billion in discretionary assets and serves about 4,198 clients through a multi-advisor team of 17, utilizing proprietary model programs that combine global value and sector analysis with qualitative and quantitative screening.

Aaron Morris is a financial advisor at Highline Wealth Partners with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charlesworth & Rugg, Inc, DFPG Investments Inc, and United Planners' Financial Services. He serves as Vice Chair of the San Fernando Community Health Center and is a board member of the Community OUTreach Alliance. 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, corporate retirement plan consulting, and other financial advisory services, with portfolio decisions centralized through an Investment Committee.

Kay Anne Imperial is a financial advisor at Black Card Circle with a Series 66 credential and 10 years of industry experience. She previously worked at Waddell & Reed and Barry Craine and owns a small video and film production company, PR Films LLC. Black Card Circle is a registered investment adviser team serving individuals, high-net-worth clients, trusts, and charitable organizations with customized financial planning and portfolio management. The firm emphasizes Modern Portfolio Theory with diversified portfolios and manages most assets on a non-discretionary basis, requiring client approval before trades.

David Jacobs is a financial advisor with Navalign, LLC in Encino, CA, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Carter Jacobs, LLC since 2007. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million across about 677 clients, utilizing a combination of fundamental analysis, long-term and short-term strategies, and third-party managers, including the use of borrowing and derivatives within separately managed accounts.

Abel Santibanez is a financial advisor with Mason & Associates, Inc. in Los Angeles, CA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been associated with Stonemark Wealth Management and The Leaders Group, Inc. since 2015 and 2017, respectively. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes strategic and tactical asset allocation, sector rotation, and global diversification, typically using mutual funds and ETFs.