James Moylan is a CFA® charterholder with 19 years of industry experience. He has been with SFE Investment Counsel Inc. in Los Angeles since 2007. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm’s investment approach emphasizes asset allocation and a total-return orientation with concentrated portfolios typically holding 20–25 equity positions selected through fundamental, technical, and cyclical analysis combined with fixed-income laddering to manage risk.

Todd Golper is a CFP® and holds a Series 63 license with two years of industry experience. He is currently with Elyxium Wealth LLC and previously worked at BNY Mellon Wealth Management for nine years. Golper is a managing member of Elyxium Family Office, LLC, a family office services firm. Elyxium Wealth LLC provides wealth management and financial planning to high-net-worth individuals, trusts, pension plans, and other entities. The firm combines fundamental, quantitative, technical, and credit analysis in its investment approach, utilizing both traditional and alternative assets while managing special purpose vehicles for indirect private company exposure.

Erika Jenkins is a financial advisor at Regatta Capital Group, LLC with five years of industry experience. She has held her current position since 2017 and previously worked at The Art of Management LLC for two years. Jenkins holds a Series 65 designation. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental-analysis approach with diversified portfolios of low-cost mutual funds and ETFs, supplemented by individual stocks and bonds, and offers a range of services including wealth management, financial planning, retirement plan advisory, and digital-asset account facilitation.

Zoe Lawrence is a financial advisor at Grant Tani Barash & Altman, LLC with 14 years of industry experience. She holds a Series 65 designation and has been with the firm since 2004. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and various institutional clients. The firm offers bundled business-management services alongside customized asset allocation and multi-family office liaison work, providing primarily non-discretionary investment advice with limited discretionary authority for short-term cash management.

Claire Warren is a CFP® at Elyxium Wealth LLC with zero years of industry experience. She previously worked at BMO from 2022 to 2024 and BNY Mellon Wealth Management from 2015 to 2022. Elyxium Wealth LLC provides comprehensive wealth management and financial planning to individuals, high-net-worth clients, trusts, pension plans, and other entities. The firm employs a multi-disciplinary investment approach across traditional and alternative assets and manages special purpose vehicles that offer clients indirect exposure to privately held companies.

Sharon Nassirzadeh is a CFP® professional with 31 years of industry experience, currently with AIRE Advisors, LLC since 2020. Her prior roles include positions at Bank of America and Merrill Lynch. Outside of her advisory work, she is involved with a real estate investment project as a limited partner in an LLC formed to flip a duplex in Los Angeles. AIRE Advisors manages approximately $1 billion in client assets and serves individual, family-office, and employer retirement plan clients. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and offers a range of wealth management and investment consulting services.

William Witte is a financial advisor at Salem Partners Wealth Management, LLC with 30 years of industry experience. He has been with Salem Partners since 2012 and holds the Series 63 designation. Salem Partners Wealth Management provides discretionary investment advisory and financial planning services primarily to high-net-worth individuals, families, trusts, and institutional clients, managing over $1.5 billion across a relatively small client base. The firm builds customized investment programs grounded in client-specific Investment Policy Statements and employs fundamental valuation metrics and macro indicators in security selection.

Russell Mohberg is a CFP®-credentialed financial advisor at Regatta Capital Group, LLC with 19 years of industry experience. He has been with Regatta Capital since 2007. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, institutions, and charitable organizations. The firm employs a long-term, fundamental analysis approach to portfolio construction, offering wealth management, financial planning, retirement plan advisory, and digital-asset account services across multiple offices.

Aaron Clark is a CFP® with 22 years of experience in the financial services industry. He has worked at LPL Financial for 12 years, followed by a brief period at May Wealth Management Group, before joining Monarch Wealth Strategies in 2018. In addition to his advisory role, he is appointed as an insurance agent with various insurance companies. Monarch Wealth Strategies is a team of eight advisors providing discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, and pension plans. The firm focuses on clients with at least $750,000 in investible assets and employs a combination of fundamental, technical, and third-party research to guide portfolio management and planning services.

Michael Pearce is a financial advisor at Jeppson Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Northrop Grumman and Burlington Store. Jeppson Wealth Management provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a mix of equities, fixed income, mutual funds, and ETFs with both fundamental and technical analysis.

Peter Bohlen is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, holding a Series 65 credential. He joined the firm in 2026 and has prior experience in film and television production. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients with a focus on asset allocation and a total-return investment approach. The firm manages concentrated portfolios using fundamental, technical, and cyclical analysis combined with fixed-income laddering to manage risk.

Matthew Schulz is a financial advisor with Validus Capital LLC, holding a Series 65 designation and 12 years of industry experience. He worked at Camden Capital, LLC for nine years before joining Validus Capital in 2022. Validus Capital provides wealth management, investment management, financial planning, legacy planning, and family office services primarily to high net worth and ultra-high net worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm constructs customized portfolios using a mix of fundamental and quantitative analysis, serves as investment supervisor to exempt private funds and pooled vehicles, and offers expanded family-office services including private equity research, tax-efficiency counseling, and concierge support.

Katrina Soelter is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Avise Financial. Her prior experience includes roles at KCS Wealth Advisory and Wells Fargo Advisors, among others. Avise Financial serves individual and institutional clients with tailored discretionary investment management and comprehensive financial planning, utilizing a mix of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory. The firm offers a range of services including pension consulting, tax preparation, business management, and educational seminars.

David Robinson is a CFA® charterholder with 16 years of industry experience. He has been with Howard Capital Management Group, LLC since 2020 and previously worked at Howard Capital Management, Inc. from 2007 to 2020. Howard Capital Management Group provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis and uses ETFs and mutual funds within its investment strategies.

Spencer Kelly is a financial advisor at Regatta Capital Group, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Regatta Capital Group since 2008. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, institutions, and various trust and estate entities. The firm employs a long-term, fundamental analysis approach to portfolio construction, offering services including wealth management, retirement plan advisory, and digital-asset account facilitation.

Christopher Strong is a financial advisor with Albitz/Miloe and Associates, Inc., holding a Series 66 designation and bringing 27 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and has been involved with Brigane Cameron Waiters & Strong since 1995. Outside of his advisory role, Strong is a CPA at Gelman, LLP, a tax and accounting firm. Albitz/Miloe and Associates serves individuals, businesses, and qualified retirement plans, managing approximately $703.5 million across about 618 client relationships. The firm offers discretionary and non-discretionary investment services using mutual funds, ETFs, equities, fixed income, and variable annuities, employing fundamental and technical analysis alongside periodic rebalancing and block trading.

Nga Ho is a financial advisor at Monarch Wealth Strategies with 19 years of industry experience. He holds a Series 65 designation and previously worked at PDV Financial Management for 21 years before joining Monarch in 2024. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, and institutional clients. The firm combines ongoing portfolio management with tailored planning services, utilizing a range of investment strategies and instruments.

Adam Weinstock is a CFP®-designated financial advisor at Evolve Private Wealth, LLC with 10 years of industry experience. He has previously worked at Wells Fargo Advisors and Sanctuary Advisors LLC. Outside of advisory services, he is a licensed insurance agent involved with Evolve Wealth Insurance LLC and serves as managing member of Purple Sector Investments, LLC. Evolve Private Wealth, LLC provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm’s investment approach focuses on fundamental analysis and long-term orientation, constructing diversified portfolios using low-cost mutual funds, ETFs, individual equities, bonds, and alternative investments.

Jeffrey Fishman is a financial advisor at JSF Financial, LLC with 32 years of industry experience. He holds a Series 63 designation and has been affiliated with JSF Financial since 1996. Fishman is also involved as a trustee and board member for nonprofit organizations, including the Steele Foundation and Washington University in St. Louis Hillel. 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.

Silvia Chi is a financial advisor at Confidence Wealth Management, Inc. in Los Angeles, CA, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Confidence Wealth Management and its predecessor firms since 2015. Outside of her advisory role, she provides personal caregiving services for a family member. Confidence Wealth Management, Inc. serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities through a team of nine advisors. The firm offers portfolio management and fiduciary consulting services, employing proprietary model portfolios and a mix of passive ETFs and actively managed mutual funds with an emphasis on risk management and diversification.