Kevin Martinez is a financial advisor at Scout Wealth Advisors LLC with experience in the banking and financial services industry since 2009. Prior to joining Scout Wealth Advisors, he held positions at Bank of America, City National Bank, and First Citizens Bank. Scout Wealth Advisors serves individuals, trusts, retirement plans, and business clients by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored fiduciary approach focusing on long-term positioning using fundamental and technical analysis, with a preference for ETFs, equities, and mutual funds.

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.

Michael Karapetian is a financial advisor at Lazari Capital Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Honey Badger Capital LLC, Lyndhurst Securities, Kovack Securities, and Lazari Asset Management. Outside of his advisory work, Karapetian serves as president of the Karapetian Animal Rescue Environment Foundation, a nonprofit focused on animal rescue, environmental conservation, and community outreach, and holds trustee roles at Moravian University and Merlin Tuttle’s Bat Conservation. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting to individuals, trusts, high-net-worth clients, corporations, and private funds. The firm utilizes a broad investment approach incorporating fundamental, technical, cyclical, and quantitative analysis, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

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.

Calvin Lo is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Keystone Global Partners LLC since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with SPE LBG, LLC, which operates residential solar panels for leaseback to homeowners. Keystone Global Partners provides wealth and investment management, financial planning, family office, and personal exit advisory services for affluent individuals, families, trusts, estates, charitable organizations, and institutional clients. The firm employs a diversified, multi-asset investment approach overseen by an internal Investment Committee.

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.

Anthony Hunt is a financial advisor at Pasadena Private Wealth, LLC with five years at the firm and a total of one year of industry experience. He holds the Series 65 and Series 66 designations. Prior to his advisory role, Hunt worked for CJ Entertainment for 20 years. Pasadena Private Wealth is a multi-team registered investment adviser managing approximately $1.61 billion in regulatory assets as of December 2025. The firm serves individuals, families, trusts, pension plans, and corporate clients using a fundamentally driven, long-term investment approach across various asset classes while also providing financial planning, retirement plan consulting, and due diligence on third-party managers.

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.

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.

David Macleod is a CFP® and CFA® with 17 years of industry experience. He has been with Eclectic Associates, Inc. in Fullerton, CA, since 2010. Eclectic Associates, Inc. is a fee-only, SEC-registered investment adviser that provides discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team, constructing diversified portfolios using Modern Portfolio Theory and maintaining fiduciary standards for retirement accounts.

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.

Melvin Nazarian Masihi is a financial advisor at Lazari Capital Management, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Lazari Capital Management, he worked at Bank of America for two years and at Abra Inc. for two years. Lazari Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and an affiliated private fund. The firm employs a proprietary quantitative investment process alongside fundamental, technical, and cyclical analysis to manage client portfolios and offers a range of services including estate and retirement planning, pension consulting, and third-party asset manager recommendations.

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® professional with eight years of industry experience. He is currently an advisor at Legacy Investment Strategies, LLC and has previously worked at RED Seven, LPL Financial, MGM Financial Group, and Crown Capital Securities. In addition to his advisory work, he is involved in tax preparation and accounting services through MGM Financial Group. Legacy Investment Strategies provides advisory services to individuals, small businesses, trusts, pooled investment vehicles, and charitable organizations. The firm offers discretionary asset management and financial planning, tailoring portfolios to client goals and risk tolerances while managing approximately $111 million in client assets.

Fatemeh Ashouri is a financial advisor at Monarch Wealth Strategies in Los Angeles, CA, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Monarch Wealth Strategies, she held roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. She has also worked in academic and innovation settings, including at UCLA Extension and the Techno Tejarat Innovation Center. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, pension plans, and broker-dealers. The firm manages approximately $463 million across about 390 client relationships, employing a mix of fundamental, technical, and third-party analysis alongside tax-aware and strategic asset allocation practices.

Roger Ferguson III is a financial advisor at AWM Capital, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Incluso Capital, LLC, Goldman Sachs, USC Marshall School of Business, and TDA_Boulder. AWM Capital, LLC serves high- and ultra-high-net-worth individuals, families, and private funds with fee-based investment management and comprehensive financial planning, including tax, estate, and insurance analysis as well as business consulting. The firm utilizes an open-architecture platform and a liability-driven investing framework to create customized portfolios employing mutual funds, ETFs, individual securities, separate account managers, and private placements.

Robert Novell is a financial advisor at Guardian Financial Partners, LLC in Arcadia, CA, holding Series 63 and Series 65 designations with 31 years of industry experience. He previously worked at Novell Investment Management Company, Inc. for 29 years before joining his current firm in 2024. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts, using a fiduciary and client-focused approach with proprietary asset-allocation models and multiple investment strategies.