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 holding a Series 66 designation with one year of industry experience. Prior to joining Validus Capital, he worked at UBS Financial Services Inc and Lockheed Martin. He is also a student worker under a federal work-study program at the University of Southern California. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm offers customized, primarily long-term portfolios using a range of investment vehicles and provides ongoing portfolio supervision and integrated family office services.

Lin Chun Liu is a Series 65-licensed financial advisor at L & S Advisors, Inc. in Los Angeles, CA, with 18 years of industry experience. She has been with L & S Advisors since 2009. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, providing discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm applies a tactical, unconstrained investment approach with a range of strategies and active use of derivatives and margin, managing approximately $1.16 billion across over 1,000 client accounts.

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 18 years of industry experience. He holds the Series 66 designation and has previously worked at RBC Capital Markets, City National Bank, and Morgan Stanley in various roles over an 11-year period. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and a Digital Asset Advisory Program, employing a fiduciary approach that combines fundamental, quantitative, and technical analysis with strategic asset allocation across traditional and alternative investments.

Elizabeth Mcelravey is a CFP® professional with 33 years of experience in the financial services industry. She is currently with CLG LLC and has held positions at Purshe Kaplan Sterling Investments and Cetera, among others. In addition to her advisory work, she owns McElravey Financial Planning, which focuses on expense management services. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement consulting. The firm employs a variety of analytical methods and investment strategies, utilizing third-party sub-advisors and derivative instruments to manage portfolios with both discretionary and non-discretionary approaches.

Michael Villarica is a financial advisor with Arrowroot Family Office, LLC, holding a Series 65 designation and five years of industry experience. He has been with Arrowroot Family Office since 2021 and previously worked at Arrowroot Tax & Business Management and Three18, Inc. He is based in Marina Del Rey, CA. Arrowroot Family Office provides advisory services to individuals, families, pension and profit-sharing plans, trusts, estates, corporations, charitable organizations, and pooled private investment vehicles. The firm emphasizes asset allocation using quantitative analytics and manages portfolios primarily composed of ETFs and mutual funds, with selective use of individual securities and fixed income.

Hiromi Mime is a Series 65-registered advisor with Advanced Portfolio Strategies in Torrance, CA. She has held roles at APS Management Group, Inc. and Advanced Portfolio Strategies since 2025 and previously worked at the U.S. Embassy Tokyo and the Consulate General of Japan in Los Angeles. Advanced Portfolio Strategies serves individuals, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting. The firm employs a diversified, multi-strategy investment approach that includes fundamental, quantitative, and technical analysis as well as both long- and short-term trading techniques.

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.

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.

Deron Dong is a CFP® professional with 11 years of industry experience, currently serving at Hippocratic Financial Advisors. His prior roles include positions at Rivetti Financial Group, Rivetti Investment Services, and Clarity Wealth Advisors. He also offers fixed insurance products, such as life, health, disability, and long-term care, through his DBA DSQ Advisors. Hippocratic Financial Advisors serves individual and high-net-worth clients, providing wealth management, portfolio management, and comprehensive financial planning. The firm follows a long-term, goals-based investment approach emphasizing strategic asset allocation primarily through mutual funds and ETFs, with customization for client needs.

Andrew Boughan is a financial advisor at Fort Point Capital Partners LLC with 19 years of industry experience. He has held prior roles at Camden Capital LLC, Mass Mutual Investors Services, American Century Investment Services, and Goldman, Sachs & Co. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm emphasizes risk management, global diversification, and tax-aware strategies, and sponsors private fund vehicles that include private credit, private equity, and real estate investments.

Travis Henry is a financial advisor at Factory Capital LLC in Los Angeles, CA, holding Series 65 and Series 66 designations with 11 years of industry experience. He previously worked at Morgan Stanley, True Capital Management, and Cresset Asset Management. Factory Capital LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to institutional and other clients. The firm uses a platform-centric model, allocating among third-party managers and employing both active and passive strategies across liquid and alternative asset classes.

James Mc Clure is a financial advisor at O'Boyle Wealth Management, Inc. in Beverly Hills, CA, holding a Series 65 designation with six years of industry experience. His prior roles include positions at SilverRidge Asset Management and The Vanguard Group. O'Boyle Wealth Management advises individuals, high net worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, retirement plan consulting, and held-away retirement account management, using a personalized, discretionary approach with diversified asset allocation and tactical techniques.

Kristina Downing is a financial advisor at AIRE Advisors, LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, J.P. Morgan Securities, Wedbush Securities, and UBS Financial Services. Outside of advising, she is involved in real estate investment through membership in several entities and works as a mortgage broker referring clients. AIRE Advisors manages approximately $1 billion in client assets and serves individual, high-net-worth, family-office, and employer retirement plan clients. The firm offers comprehensive wealth and investment management, emphasizing strategic asset allocation and diversified portfolios using a variety of asset classes 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.

Wendy Atlin is a financial advisor at Westside Financial Advisors LLC with one year of industry experience. Prior to joining the firm, she worked in technology roles at several companies including IBM and PwC. Outside of her advisory work, she is also a technology executive. Westside Financial Advisors serves individual, high-net-worth clients, and businesses by providing discretionary investment management and comprehensive financial planning. The firm primarily uses passive investment strategies supported by fundamental and technical analysis, often delegating portfolio implementation to a recommended third-party manager.

Katharine Kim is a financial advisor at AMI Asset Management Corp in Los Angeles, CA, holding a Series 65 designation with 24 years of industry experience. She has been with AMI Asset Management since 2002. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, utilizing a fundamental, bottom-up research process across multiple equity and fixed-income strategies. The firm manages $1.925 billion in discretionary assets, serves high net worth individuals, pension and profit-sharing plans, trusts, corporations, and private pooled funds, and is notable for its role as a private fund adviser and manager of pooled vehicles.