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 10 years of experience in the financial services industry. He currently works at Hippocratic Financial Advisors and has previously been associated with Rivetti Financial Group, LLC, and Rivetti Investment Services, LLC. Dong also offers fixed insurance products, including life, health, disability, and long-term care, through his own DBA, DSQ Advisors. Hippocratic Financial Advisors serves individual and high-net-worth clients with investment management, financial planning, and educational seminars, recently expanding to include student-loan analysis and management. The firm employs a Modern Portfolio Theory-based investment approach focused on diversified, low-cost funds and tailored client portfolios, operating multiple offices and managing several hundred accounts.

Andrew Boughan is a financial advisor at Fort Point Capital Partners LLC with 19 years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at Goldman, Sachs & Co, American Century Investment Services, MassMutual, and Camden Capital. Fort Point Capital Partners provides investment management and financial planning mainly to high-net-worth individuals and family offices. The firm offers discretionary separately managed accounts and manages private pooled investment vehicles focused on diversified, risk-managed strategies including private credit, equity, and real estate.

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.

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.

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.

Melissa Godinez is a financial advisor at KTF Investments, LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for UBS Financial Services Inc. for 15 years. Outside of advising, she serves as a notary public. KTF Investments advises individuals, including high-net-worth clients, and retirement plans, offering financial planning and both discretionary and non-discretionary portfolio management primarily through a wrap fee program. The firm customizes asset allocations and investment strategies to client objectives and manages approximately $700 million in client assets with a team of four advisors.

Kenneth Sleeper is a financial advisor with Sierra Investment Management, LLC, holding a Series 65 designation and 36 years of industry experience. He has been with Sierra Investment Management since 1992 and is also affiliated with Ocean Park Asset Management, where he has worked since 1989. Sierra Investment Management, LLC manages discretionary portfolios for individuals, trusts, estates, pension and profit-sharing plans, and institutional arrangements. The firm employs a rules-based, tactical investment approach focused on quantitative trend-following and team-based decision making, primarily using mutual funds and cash equivalents.

Richard Moran is a CFP® with 57 years of industry experience, currently serving at CLG LLC. His career includes roles at Purshe Kaplan Sterling Investments and Cetera, and he has maintained an independent practice since 1974. CLG, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and insurance solutions. The firm utilizes a variety of analytical methods and manages portfolios through discretionary and non-discretionary strategies, integrating derivatives and third-party platforms.

Chase Dominguez is a CFP® and Series 65-registered financial advisor with AWM Capital, LLC in Los Angeles, CA. He has five years of industry experience, including a brief tenure with the New Orleans Saints and four years at the University of Utah before joining AWM Capital in 2017. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a multi-team approach and emphasizes liability-driven investing and asset allocation, managing a diverse range of investment vehicles while integrating tax, estate, and insurance planning into its services.

Colm Oboyle is a Series 65-licensed financial advisor with O'Boyle Wealth Management, Inc. in Beverly Hills, CA, where he has worked for 12 years. He has six years of industry experience. O'Boyle Wealth Management serves individuals, trusts, employer retirement plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including discretionary account management, asset allocation, and use of ETFs, derivatives, and leveraged products, and is notable for sponsoring a wrap fee program and managing held-away retirement accounts through Pontera.

Teri Mccasland is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, with 44 years of industry experience. She has been with SFE Investment Counsel for 19 years since 2007. SFE Investment Counsel provides investment advisory services to individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm emphasizes asset allocation and a total-return approach, typically managing concentrated portfolios through fundamental, technical, and cyclical analysis combined with fixed-income laddering to manage risk.

Glen Strauss is a financial advisor at Evolve Private Wealth, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for 22 years before joining Sanctuary Advisors and Sanctuary Securities. Strauss is also a licensed insurance agent involved with Evolve Wealth Insurance LLC. Evolve Private Wealth provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm employs a fundamental analysis-based, long-term investment approach and constructs diversified portfolios using low-cost funds, individual securities, independent managers, and alternative investments.

Corey Barash is a financial advisor at Grant Tani Barash & Altman, LLC with 16 years of industry experience. He holds a Series 65 designation and has been with the firm since 2004. Corey operates within an eight-advisor team based in Beverly Hills, California. Grant Tani Barash & Altman serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and pension/profit-sharing plans as a multi-family office. The firm integrates accounting, tax, and business management services with investment advisory and consulting, typically providing non-discretionary recommendations while delegating most portfolio management to third-party managers.

Mercy Grace Mabanag is a financial advisor at Atlantic Investments, a Registered Investment Advisor, Inc., based in Los Angeles, CA. She holds two years of industry experience and previously worked for over four decades at Cedars Sinai. Mercy Grace transitioned from her prior career to the financial advisory field in 2024. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm focuses on retirement, cash-flow, tax, and estate planning, acting as a liaison while performing periodic account reviews without managing client assets directly.

Joshua Rothstein is a financial advisor at Angeles Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Angeles Wealth Management since 2014. Angeles Wealth Management provides discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm acts as a manager-of-managers, allocating client capital to model portfolios and third-party managers, and incorporates alternative investments through private funds and fund-of-fund structures.

Kenneth Cornutt is a CFP® and PFS™ credentialed advisor at Westside Financial Advisors LLC with nine years of industry experience. He previously operated as a CPA under Kenneth Cornutt CPA for two years before joining Westside Financial Advisors in 2017. Outside of advisory work, he owns Westside Tax and Accounting Services, which provides accounting and tax-related services. Westside Financial Advisors serves individual and high-net-worth clients as well as corporations, focusing on passive investment management primarily through index mutual funds and ETFs. The firm offers discretionary investment management, comprehensive financial planning, and integrates business and employee-benefit planning with tax and accounting considerations.