Michael Galanowsky is a CFA® charterholder based in Los Angeles, CA, with 10 years of industry experience. He is currently with Manhattan West Asset Management, LLC, a firm where he has worked since 2022, and previously spent seven years at One Capital Management. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm employs a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis with strategic asset allocation across various investment strategies and manages over $1 billion in discretionary assets.

Bryan Molinar is a CFP® with 10 years of industry experience, currently serving at Seneca Private Wealth, LLC. His prior experience includes roles at Atlas Legacy Advisors LLC, Wells Fargo Clearing, and UBS Financial Services. Seneca Private Wealth, LLC provides investment and wealth management, financial planning, and retirement plan services to individuals, families, trusts, institutions, and corporations. The firm offers customized, risk-adjusted, tax-aware asset allocations combining active and passive strategies, and may recommend Independent Managers or private funds for eligible clients.

Michael Partlow is a financial advisor at Navalign, LLC with four years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Fidelity Investments, TD Ameritrade, and Monarch Wealth Strategies. Navalign serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary asset management, financial planning, and pension plan advisory services, employing fundamental analysis and a range of trading horizons, and is notable for its use of derivatives and margin in client portfolios.

Elan Solomon is a financial advisor at Evolve Private Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at One Capital Management, LLC, Regents Capital Corporation, Chapman University, Ambry Genetics, and Redica Systems. 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 long-term, fundamentally driven investment approach that includes diversified portfolios, alternative investments, and the use of AI decision-support tools.

James Patrick is a financial advisor at Robert L. Bender, Inc. dba Robert Bender & Associates in Pasadena, CA. He holds a Series 66 designation and has been with the firm since 2013. Prior to joining the firm, he has no reported industry experience. Robert Bender & Associates provides asset and portfolio management to individual investors, high-net-worth clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs a combination of fundamental and technical analysis and offers discretionary account management with regular reviews and rebalancing.

Ben Emons is a financial advisor with Highline Wealth Partners in Sherman Oaks, CA, holding Series 65, 66, and 63 licenses and six years of industry experience. He previously worked at firms including Medley Global Advisors, NewEdge Wealth, and Cetera. Outside of his advisory role, Emons serves as CIO and founder of FedWatch Advisors, an outsourced CIO providing customized portfolio solutions, contributes market and policy commentary to Bloomberg Odd Lots, and teaches finance and macroeconomics as an adjunct professor at the University of Southern California. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities by offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm uses a centralized Investment Committee to guide portfolio decisions and provides regular reporting and participant education through workshops and webinars.

Kyle Paben is a financial advisor at AR Asset Management, Inc. with six years of industry experience. He holds a Series 65 credential and has been with AR Asset Management since 2014. Outside of advising, he serves as an officer at Bask Ventures, Inc., overseeing development and finances in the agriculture and wholesale sector. AR Asset Management is an SEC-registered investment adviser managing approximately $702 million in assets for individuals, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a fundamentally driven, long-term investment approach focused on large-cap domestic and international stocks, tax-aware portfolio construction, and fixed income laddering.

Jonathan Gerber is a financial advisor at RVW Wealth LLC in Los Angeles, CA, with 22 years of industry experience. He holds a Series 65 designation and has worked at RVW Investing LLC and Gerber & Co. for the past 20 years. Gerber serves on the boards of two nonprofit organizations, the Zeitz Foundation and Bnei Akiva of Los Angeles. RVW Wealth provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a fundamental research approach, allocating portfolios primarily between equity ETFs and mutual funds and fixed-income securities, with continuous supervision and at least annual reviews.

Alexandra Mc Carthy is a financial advisor at Stonemark Wealth Management with a Series 65 designation and two years of industry experience. She previously worked at Whittier Trust Company and has held various positions across different industries, including retail and education. Stonemark Wealth Management is a team-based investment adviser serving individuals, trusts, and retirement plans. The firm uses customized model portfolios and a combination of fundamental and technical analysis, offering discretionary portfolio management and consulting services.

Sy Lippman is a financial advisor with L & S Advisors, Inc. in Los Angeles, holding a Series 66 designation and 27 years of industry experience. He previously worked at Lippman, Scott & Associates for 38 years. Lippman is also a general partner and passive investor in Anthem Leasing Associates. L & S Advisors serves individuals, trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach across a variety of strategies and asset classes, including active use of derivatives and margin within managed accounts.

Mcginnis Mccoy is a financial advisor with Prism Advisors, Inc. in Studio City, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work includes 14 years at Wells Fargo Advisors Financial Network, LLC and nine years at Personal Resources Investment and Strategic Management, Inc. Outside of advising, he serves as president of the 8-Ball Flying Club and is a board member of The Luv U Project, a charitable organization focused on mental health. Prism Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, offering 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 is notable for sponsoring its own wrap fee program and permitting margin use in managed accounts.

Kyle Hurt is a CFP® with seven years of industry experience, currently serving as an advisor at Foundry Financial LLC. His prior experience includes roles at EP Wealth Advisors, LPL Financial, and several other firms. Foundry Financial provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and charitable organizations. The firm manages approximately $232.6 million in discretionary assets and employs diversified, risk-based portfolios combining multiple investment approaches under discretionary trading authority.

Gil Pocker is a financial advisor at Scout Wealth Advisors LLC with a Series 65 designation. He has experience working at Scout Financial and GE Matrix. Scout Wealth Advisors serves individuals, trusts, retirement plans, and business clients by providing asset management, financial planning, and retirement plan consulting. The firm employs a tailored, fiduciary approach with long-term positioning and continuous portfolio monitoring, using ETFs, equities, and mutual funds.

Donald Bessler is a financial advisor at Windward Capital Management Company in Los Angeles, CA, with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Bessler previously worked at S.L. Reed & Company for 22 years and has been with Windward Capital since 2004. Windward Capital Management Company provides discretionary portfolio management to individual and high-net-worth clients, as well as pension consulting and education services to employee benefit plans. The firm also offers sub-advisory services and model portfolios to other registered investment advisers, using a range of fundamental, charting, and cyclical analysis methods across multiple strategies.

Edward Kahn is a financial advisor at Evolve Private Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sanctuary Advisors, LLC, Sanctuary Securities, Inc., and Wells Fargo Clearing. Kahn is also a licensed insurance agent involved with Evolve Wealth Insurance LLC and serves as managing member of SLKahn, LLC, a holding company with ownership interest in Evolve Private Wealth. Evolve Private Wealth 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 with a team of 17 advisors and employs a fundamental, long-term investment approach utilizing diversified portfolios including mutual funds, ETFs, equities, bonds, alternative investments, and derivatives, supported by third-party AI tools.

Michael Diprimio is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His previous roles include positions at American Trust Investment Services, Vanclef Financial Group, Delta Investment Management, and WestPark Capital. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for around 616 households. The firm provides portfolio management and financial planning services for individuals, corporations, trusts, and retirement plans, using a bottoms-up fundamental screening approach and offering customized portfolios across various risk profiles.

Jessica Lu Buetow is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Quantum Financial Advisors, LLC since 2025. Prior to joining Quantum, she worked at Abacus Wealth Partners from 2012 to 2024. 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 favoring mutual funds, ETFs, and separately managed accounts, with strategies that include both Total Market and Sustainable approaches using institutional-class funds and active transparent ETFs.

Michael Richards is a CFP® with 12 years of industry experience. He currently serves at Axos Invest, Inc and previously worked for City National Bank for ten years. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management with mutual funds, ETFs, and third-party model managers. The firm’s process emphasizes asset allocation, diversification, and thematic exposures, supported by an internal Portfolio Management Group and integrated within the broader Axos Financial group.

Andrew Zamfotis is a CFA® charterholder with 11 years of experience in the financial industry. He has been with AMI Asset Management Corp since 2015, working as part of a nine-advisor team based in Los Angeles, CA. AMI Asset Management provides discretionary portfolio management to a diverse client base, including high net worth individuals and institutional investors. The firm employs a fundamental, bottom-up research approach across multiple equity and fixed-income strategies and manages approximately $1.925 billion in discretionary assets as of October 31, 2025.

Bryan Lee is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has worked at Blue Zone Wealth Management, LLC since 2020 and previously spent seven years at Private Management Group. Blue Zone Wealth Advisors is an SEC-registered advisory team managing approximately $565 million across 170 client relationships. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and retirement consulting. It employs diverse analytic methods and manages private pooled vehicles and special-purpose funds, providing specialized planning services such as cost segregation studies and corporate-structure guidance.