Susan Maxey is a financial advisor at Seneca Private Wealth, LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Atlas Legacy Advisors LLC. Seneca Private Wealth, LLC offers investment and wealth management, financial planning, and retirement plan services to individuals, families, trusts, institutions, and corporations. The firm provides customized, risk-adjusted, tax-aware asset allocations combining active and passive strategies, and may recommend Independent Managers or private funds for eligible clients.

Ian Manongdo is a financial advisor at L & S Advisors, Inc. in Los Angeles, CA, holding a Series 65 credential with six years of industry experience. He has worked at L & S Advisors since 2016, with a brief tenure at Larry's from 2016 to 2018. L & S Advisors serves individuals, trusts and estates, charitable organizations, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tactical and unconstrained investment approach that includes fundamental, cyclical, and technical analysis across a range of strategies including equity, fixed income, alternatives, and options.

John Sullivan is a financial advisor at Curated Wealth Partners, LLC with three years of industry experience. He holds the Series 66 and Series 65 designations. Prior to joining Curated Wealth Partners in 2023, he worked at Asana Partners, Thompson Research Group, and Merrill. Curated Wealth Partners serves ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, and investment entities, providing comprehensive wealth management, portfolio construction, manager diligence, and access to private market investments. The firm manages approximately $1.76 billion for a concentrated client base and offers tailored advice across clients’ full balance sheets using a combination of third-party and in-house management.

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 with one year of industry experience. He holds a Series 66 credential and has previously worked at Lockheed Martin and UBS Financial Services Inc. Evan is also a student worker at the University of Southern California under the federal work-study program. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth individuals and entities. The firm manages approximately $2.54 billion in assets and offers customized, primarily long-term portfolios using a range of investment vehicles alongside comprehensive family office support.

Lin Chun Liu is a financial advisor at L & S Advisors, Inc. with 17 years of industry experience. She holds a Series 65 designation and has been with L & S Advisors since 2009. L & S Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm employs tactical and unconstrained strategies based on macroeconomic and monetary-cycle analysis, offering a range of equity, fixed-income, and alternative investment approaches.

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.

Michael Allen is a financial advisor at Manhattan West Asset Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets, City National Bank, and Morgan Stanley in various roles from 2013 to 2025. 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 manage portfolios across public and private markets, offering a range of strategies including long- and short-term trading, venture capital, private equity, and real estate investments.

Michael Villarica is a Series 65-licensed advisor at Arrowroot Family Office, LLC in Los Angeles, CA. He has been with Arrowroot since 2021 and has prior experience with Arrowroot Tax & Business Management and Three18, Inc. He has no industry experience before 2020. Arrowroot Family Office provides wealth management and multi-family office services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled private funds. The firm focuses on customized asset allocation using advanced analytics and offers a range of services including portfolio management, financial planning, tax and administrative support, and family-office services.

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.

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.

Andrew Boughan is a financial advisor at Fort Point Capital Partners LLC with 19 years of industry experience. His prior roles include positions at Camden Capital LLC, Mass Mutual Investors Services, American Century Investment Services, and Goldman, Sachs & Co. He holds Series 63 and Series 65 licenses. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm specializes in risk management through global diversification, active risk oversight, tax-aware strategies, and operates a multi-series fund-of-funds private investment program across alternative yield, growth equity, real estate, and credit strategies.

Travis Henry is a financial advisor at Factory Capital LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include seven years at True Capital Management, LLC and three years at Cresset Asset Management, LLC. Factory Capital LLC provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and OCIO-style investment management to institutional and other clients. The firm primarily constructs portfolios by allocating among third-party managers and leveraging outsourced solutions, employing both active and passive strategies across liquid and alternative assets.

James Mc Clure is a financial advisor at O'Boyle Wealth Management, Inc. in Beverly Hills, CA, holding a Series 65 credential with five years of industry experience. His prior roles include positions at SilverRidge Asset Management and The Vanguard Group. O'Boyle Wealth Management serves individuals, trusts, employer retirement plans, and business entities with comprehensive portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies, including asset allocation, core-satellite approaches, and tactical cash management, and manages accounts on an individualized, discretionary basis.

Kristina Downing is a financial advisor at AIRE Advisors, LLC with 19 years of industry experience. She holds a Series 66 credential and has worked at Bank of America, Merrill, and J.P. Morgan Securities prior to joining AIRE Advisors in 2021. Outside of her advisory role, she is involved in several real estate ventures, including membership in real estate holding companies and ownership interests in mobile home parks, as well as working as an employee at a mortgage brokerage firm. AIRE Advisors manages approximately $1 billion in client assets and serves individual and family-office clients, employer retirement plans, and brokerage customers. The firm offers comprehensive wealth management and investment consulting, emphasizing strategic asset allocation and Modern Portfolio Theory across a broad range of investment vehicles and third-party managers.

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.

Derek Thomsen is a CFP® with eight years of industry experience, currently serving at Legacy Investment Strategies, LLC. His prior experience includes roles at LPL Financial, Crown Capital Securities, and MGM Financial Group. In addition to his advisory work, he is involved with tax preparation and accounting services through MGM Financial Group. Legacy Investment Strategies serves individual and high-net-worth clients, as well as small businesses, trusts, estates, pooled vehicles, and charities. The firm offers discretionary portfolio management and financial planning, using asset allocation and security selection based on fundamental and technical analysis, with regular account reviews and tax-loss harvesting when appropriate.