Ryan Brouillette is a financial advisor at L & S Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Kayne Anderson Capital Advisors, L.P. and Roxbury Capital Management LLC. 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, utilizing a variety of strategies including equities, fixed income, alternatives, and derivatives across its managed accounts.

Michael Oconitrillo is a financial advisor with Secure Investment Management, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Cetera and Strategic Fortune Wealth Management. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach centered on Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, third-party managers, and direct indexing tailored to client objectives.

Alex Chalekian is a financial advisor with Lake Avenue Financial LLC in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Lake Avenue Financial and its predecessor firms since 2014 and previously spent 17 years at LPL Financial. Outside of advisory work, he is involved with Disrupter Labs, LLC, a real estate investment and consulting business. Lake Avenue Financial LLC serves individual clients, including high-net-worth and non-HNW individuals, as well as brokerage customers and financial institutions. The firm offers financial planning and portfolio management using customized asset allocation and model-based strategies, combining fundamental, technical, and cyclical analysis with ongoing supervision and rebalancing.

Justin Mccurdy is a financial advisor at Manhattan West Asset Management, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Manhattan West since 2017, previously working at AdvicePeriod, LLC. Outside of his advisory role, he is president of a summer basketball camp program called ProSkills. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and a Digital Asset Advisory Program. The firm employs a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis across various investment strategies, managing over $1 billion in assets.

Kevin Lum is a CFP®-credentialed financial advisor with seven years of industry experience. He has worked at Foundry Financial LLC since 2019 and previously spent six years at The Table. Outside of his advisory role, he dedicates time weekly to managing insurance sales. Foundry Financial LLC offers discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and charitable organizations. The firm uses a risk-based, diversified investment approach with adviser-held discretion to manage long-term client portfolios.

Kevin Sacre is a financial advisor with Atlantic Investments a Registered Investment Advisor, Inc. in Los Angeles, CA, holding a Series 65 designation and 11 years of industry experience. He has worked at Atlantic Investments since 2015 and Atlantic Financial Services, Inc. since 2017. Outside of financial services, Sacre owns Sacre Images, a photography business established in 2010. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm does not manage client assets directly but offers services including retirement planning, cash-flow and tax reviews, estate planning modules, and referrals to other professionals.

Scott Hood is a CFP® and CFA® with 33 years of industry experience, currently serving at First Wilshire Securities Management, Inc. since 1998. He holds a controlling ownership interest and officer roles in affiliated management entities Lake Street Management, LLC and Mount Wilson Management, LLC. First Wilshire Securities Management, Inc. provides discretionary investment management to individuals, high-net-worth clients, pension and institutional accounts, focusing on a value-oriented approach to small- and micro-cap U.S. and foreign equities. The firm manages separately managed accounts and affiliated private funds, employing fundamental research and an investment committee to guide portfolio decisions.

Iain Whyte is a financial advisor with Pasadena Private Wealth, LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, Purshe Kaplan Sterling Investments, and GT Securities. Outside of his advisory work, he is involved as a principal in Pasadena Private Solar Production, an alternative energy company. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, offering asset management, financial planning, retirement consulting, and private fund management. The firm employs a fundamental analysis approach with long-term portfolio construction while incorporating shorter-term trading aligned with client objectives.

Harley Wedgbury is a CFP® with 26 years of industry experience, currently serving at California Financial Partners, Inc. since 2001. He also maintains a concurrent affiliation with LPL Financial. California Financial Partners provides financial planning and consulting services to individuals, business entities, and pension and profit-sharing plans, focusing on cash flow, retirement, tax, insurance, and estate planning. The firm follows a structured planning process and relies on fundamental analysis and public research sources in evaluating investments, without managing client assets or providing discretionary portfolio management.

Ryan Balderian is a financial advisor at Quantum Financial Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Abacus Wealth Partners and C2 Education. Outside of his advisory role, he teaches math, science, and finance through Lightsquared Education and is a shareholder and video editor at Wormburners Media, Inc. Quantum Financial Advisors serves individuals, high net worth families, trusts, 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 emphasizing mutual funds, ETFs, and separately managed accounts, with strategies including a Total Market approach and a Sustainable approach using environmental rankings.

Brent Donovan is a financial advisor at Grant Tani Barash & Altman, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Geneos Wealth Management, Inc. and Hightower Securities. Outside of his advisory role, he is president of MAD Donovan Inc. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and various institutions. The firm offers bundled business-management services alongside customized asset allocation and acts as a multi-family office liaison, providing both investment recommendations and due diligence on third-party managers.

Aram Urfalyan is a CFP® and ChFC® credentialed financial advisor at Acrylic Financial, Inc. with 11 years of industry experience. His prior roles include positions at Pruco Securities, LLC and J.P. Morgan Securities. Outside of his advisory work, he serves as CEO of Paper Tycoon Inc. and is licensed as a realtor and notary. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles. The firm employs a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management alongside one-time and ongoing planning.

Kevin Kiely is a financial advisor at Checchi Capital Advisers, LLC with three years of industry experience. He holds a Series 65 designation. His prior work experience includes positions at Deloitte and Berry Global, as well as a period studying at Southern Methodist University. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and a variety of institutional and pooled clients. The firm uses quantitatively driven investment strategies employing proprietary models, ETFs, and tax-optimization techniques across globally diversified equity and fixed-income portfolios.

Zev Fried is a financial advisor at JSF Financial, LLC in Los Angeles, CA, with 16 years of industry experience. He holds the Series 66 designation and has worked at Mid Atlantic Capital Corporation since 2010, alongside his tenure at JSF Financial beginning in 2008. Fried is also president of AJLH Inc., a pass-through entity established for commission management. 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.

Riley Maher is a financial advisor at Elwood & Goetz Wealth Advisory Group, LLC with 23 years of industry experience. He held a position at Penta Investment Counsel LLC from 2003 until 2026 before joining his current firm. Maher holds Series 63 and Series 65 designations. Elwood & Goetz provides fee-only investment management and comprehensive financial planning services to affluent and emerging-affluent individuals, families, trusts, estates, business owners, and sponsors of corporate retirement plans. The firm emphasizes Modern Portfolio Theory, global diversification, and predominantly passive implementation using index funds and ETFs, combining this approach with institutional retirement-plan fiduciary services and operational practices such as account aggregation through held-away platforms.

Elizabeth Isaacs is a financial advisor at MBM Wealth Consultants, LLC with 14 years of industry experience. She previously worked at Edward Jones and Lincoln Financial Advisors Corporation. Isaacs holds Series 63 and Series 66 designations. MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets through tailored model portfolios that include equity and debt securities, ETFs, options, and other investment vehicles, combining fundamental, technical, and cyclical analysis.

Brandon Tesar is a financial advisor at One Wealth Capital Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various roles at firms including Guardian Life Insurance Company and Park Avenue Securities. Outside of finance, Tesar is a freelance actor, writer, director, and producer in the entertainment industry. One Wealth Capital Management, LLC is an SEC-registered advisory firm managing approximately $307 million for individual and high-net-worth clients, as well as foundations, trusts, corporations, retirement plans, and charitable organizations. The firm employs a macro-environmental approach to tactical asset allocation, combining growth and fixed-income strategies across various investment vehicles.

Roberto Santos is a financial advisor at Arrowroot Family Office, LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities from 2004 to 2011. Outside of his advisory role, Santos serves as Managing Partner of Vitreous Partners Holdings, LLC, providing business consulting on non-investment related M&A activities, and is a board member of GL Concepts. Arrowroot Family Office offers advisory services to high-net-worth individuals, families, and a variety of institutional clients. The firm focuses on asset allocation using analytical tools and manages portfolios primarily composed of ETFs and mutual funds, while also sponsoring private funds and providing multi-family office services including tax efficiency and M&A advisory.

Turkessa Ferrer Babich is a financial advisor at Westside Financial Advisors LLC with four years of industry experience. She has been with Westside Financial since 2021 and also runs an entertainment company. 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 other businesses. The firm employs a primarily passive, asset-class-based investment approach using index mutual funds and ETFs, supplemented by fundamental and technical analysis.

David Thomsen is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with SFE Investment Counsel since 2007. Outside of his advisory role, Mr. Thomsen volunteers with the New Center for Psychoanalysis, a school for mental health professionals, dedicating about 10% of his time since 2009. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients with a focus on individualized investment supervisory services. The firm emphasizes asset allocation and a total-return approach, managing concentrated portfolios through a combination of fundamental, technical, and cyclical analysis along with fixed-income laddering to manage risk.