Lawrence Steinberg Jr. is a financial advisor at Cabin Advisors, LLC with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Claraphi Advisory Network, Berthel, Fisher & Company Financial Services, and LPL Financial. Outside of advising, he is involved in diverse business ventures such as co-ownership of a professional sports agency and minority ownership in a law firm focused on tax optimization and estate planning. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing over $220 million across more than 360 client relationships. The firm offers financial planning, portfolio management, and specialized investment services, utilizing various analytical approaches and conducting due diligence on alternative investments.

Chase Dominguez is a CFP® and Series 65-registered financial advisor with AWM Capital, LLC in Los Angeles, CA. He has five years of industry experience, including a brief tenure with the New Orleans Saints and four years at the University of Utah before joining AWM Capital in 2017. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a multi-team approach and emphasizes liability-driven investing and asset allocation, managing a diverse range of investment vehicles while integrating tax, estate, and insurance planning into its services.

Colm Oboyle is a Series 65-licensed financial advisor with O'Boyle Wealth Management, Inc. in Beverly Hills, CA, where he has worked for 12 years. He has six years of industry experience. O'Boyle Wealth Management serves individuals, trusts, employer retirement plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including discretionary account management, asset allocation, and use of ETFs, derivatives, and leveraged products, and is notable for sponsoring a wrap fee program and managing held-away retirement accounts through Pontera.

Teri Mccasland is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, with 44 years of industry experience. She has been with SFE Investment Counsel for 19 years since 2007. SFE Investment Counsel provides investment advisory services to individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm emphasizes asset allocation and a total-return approach, typically managing concentrated portfolios through fundamental, technical, and cyclical analysis combined with fixed-income laddering to manage risk.

Jackson Steuber is a financial advisor at Foundry Financial LLC in Pasadena, CA, holding a Series 65 designation. He has one year of industry experience and was previously employed in education and the restaurant sector. Foundry Financial provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a risk-based, diversified investment approach using various securities and maintains adviser discretion for client portfolios.

Glen Strauss is a financial advisor at Evolve Private Wealth, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for 22 years before joining Sanctuary Advisors and Sanctuary Securities. Strauss is also a licensed insurance agent involved with Evolve Wealth Insurance LLC. Evolve Private Wealth provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm employs a fundamental analysis-based, long-term investment approach and constructs diversified portfolios using low-cost funds, individual securities, independent managers, and alternative investments.

David Tassone is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Avise Financial, joining the firm in 2024 after seven years at Kaye Capital Management and a year at KPMG. Avise Financial serves individual and institutional clients, including high net-worth individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary investment management combined with financial planning, pension consulting, tax preparation, business management, and educational seminars, using a mix of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to develop tailored portfolios.

Corey Barash is a financial advisor at Grant Tani Barash & Altman, LLC with 16 years of industry experience. He holds a Series 65 designation and has been with the firm since 2004. Corey operates within an eight-advisor team based in Beverly Hills, California. Grant Tani Barash & Altman serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and pension/profit-sharing plans as a multi-family office. The firm integrates accounting, tax, and business management services with investment advisory and consulting, typically providing non-discretionary recommendations while delegating most portfolio management to third-party managers.

Amanda Rocca is a financial advisor at Highline Wealth Partners with 27 years of industry experience. She holds a Series 63 designation and has worked at firms including Allworth Financial, AW Securities, Ms Howells & Co, and Hall Private Wealth Advisors. Highline Wealth Partners is a registered investment adviser serving individuals, high-net-worth clients, trusts, foundations, retirement plans, and business entities. The firm offers investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, with portfolio decisions centralized through an Investment Committee and supported by education and technology-driven solutions.

Mercy Grace Mabanag is a financial advisor at Atlantic Investments, a Registered Investment Advisor, Inc., based in Los Angeles, CA. She holds two years of industry experience and previously worked for over four decades at Cedars Sinai. Mercy Grace transitioned from her prior career to the financial advisory field in 2024. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm focuses on retirement, cash-flow, tax, and estate planning, acting as a liaison while performing periodic account reviews without managing client assets directly.

James Schnieders is a CFA® charterholder with 24 years of experience in the financial advisory industry. He has been with Schnieders Capital Management, LLC. since 2002, where he serves as a principal. Schnieders Capital Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a combination of fundamental, technical, qualitative, and quantitative analysis with an emphasis on asset allocation and primarily long-term holdings while maintaining flexibility for short-term strategies.

Ryan Meacham is a financial advisor at Highline Wealth Partners with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Vivaldi Capital Management and Cornerstone Wealth Management. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and various business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are made through a centralized committee and it provides regular portfolio reviews, participant education, and utilizes third-party technology for retirement plan management.

Crystal Jamieson is a financial advisor at Pasadena Private Wealth, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, Stifel Nicolaus & Co Inc, and Wells Fargo Advisors. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, offering asset management, financial planning, retirement plan consulting, and private fund management. The firm employs a fundamental analysis approach with model-driven portfolios and third-party managers, managing over $1.2 billion in assets across multiple offices.

Forrest Friedow is a financial advisor at Vestia Personal Wealth Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Ausdal Financial Partners Inc. and Larson Financial Securities, LLC. Friedow is involved in multiple business ventures, including managing roles in investment consulting and venture capital entities. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach utilizing in-house management, third-party sub-advisors, and technology solutions, and offers access to alternative investments through a non-discretionary private capital platform.

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.

Nicole Lapin is a financial advisor at Connective Wealth Partners, LLC in Los Angeles, CA, holding a Series 65 designation and beginning her advisory career in 2025. Prior to joining Connective Wealth Partners, she has been the Chief Executive Officer of Money News Network since 2023, a financial industry podcast network producing content on financial news and wellness. She also has a background in media production with Nothing but Gold Productions from 2011 to 2025. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis with a long-term orientation and constructs portfolios from a variety of investment vehicles, overseeing third-party managers and implementing client-approved restrictions.

Brent Mason is a financial advisor with Mason & Associates, Inc. in Los Angeles, CA, where he has worked since 2007. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Outside of advisory work, he serves as a board member for Rosemary Children's Services, a nonprofit organization. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering personalized financial planning and investment management services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes strategic asset allocation, global diversification, and client-specific investment policies.

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.

Ericson Shi is a financial advisor at East West Wealth Advisors LLC in Pasadena, CA, with three years of industry experience. He holds the Series 66 designation and has worked previously at Cetera and Morgan Stanley. Outside of his advisory role, he performs administrative duties for PRJ Group, a real estate investment business. East West Wealth Advisors provides discretionary separately managed account advisory services for high-net-worth individuals, trusts, and institutional investors, using a goals-based, multi-asset investment framework overseen by an Investment Policy Committee.