Daniel Frattali is a financial advisor at HS Wealth Partners with nine years of industry experience. He holds a Series 65 designation and has prior experience at Cambridge Investment Research Advisors. In addition to his advisory role, Frattali is president of Frattali & Co, Inc., a CPA and tax preparation firm. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates. The firm provides discretionary investment management and comprehensive financial planning with a primarily long-term, fundamental investment approach.

Selwyn Gerber is a financial advisor at RVW Wealth LLC with 22 years of industry experience. He holds a Series 65 designation and has been involved with RVW Investing LLC since 2006. In addition to his advisory role, Gerber serves as president of Gerber & Co., Inc., a certified public accounting and tax preparation firm he has managed since 1985. RVW Wealth provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a fundamental research approach focused on ETFs, mutual funds, and bonds, with active supervision and regular client reviews, and maintains a formal affiliation with an accounting and tax firm.

Peter Mainstain is a financial advisor with AMI Asset Management Corp, holding the PFS™ designation and a Series 65 license, and has 24 years of industry experience. He serves as Managing Director of Ground Control Business Management, a business management and tax consulting firm, where he dedicates most of his time. He is also a partner in two partnerships that invest in real estate. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, employing a fundamental, bottom-up research process across multiple equity and fixed-income strategies. The firm manages nearly $2 billion in assets and acts as a private fund adviser and manager of pooled vehicles.

Estelle Thrasher is a Series 65-credentialed advisor with Grant Tani Barash & Altman, LLC in Beverly Hills, CA. She has been with the firm since 2011 and has 15 years of industry experience. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and a variety of institutional clients. The firm offers bundled business-management services alongside customized investment advice, acting as a multi-family office liaison with a focus on non-discretionary investment recommendations and short-term cash management.

David Horvitz is a CFP® professional with 19 years of industry experience. He has been associated with Cheviot Value Management, LLC since 2006, serving in various capacities over the years. Outside of his advisory role, he is Vice President of the Board of Directors and Chair of both the Small Business Loan Committee and the Investment Committee at the Jewish Free Loan Association. Cheviot Value Management, LLC is a privately owned registered investment adviser managing over $1 billion in client assets. The firm provides discretionary portfolio management and related services to individuals, trusts, estates, retirement plans, charitable organizations, and certain institutional clients, employing a value-oriented investment approach based on fundamental analysis and diversified risk management.

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.

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.

Yibo Hu is a CFA® charterholder currently with Beverly Hills Private Wealth, LLC, where he has worked for one year. He previously held roles at Ballina Capital, LLC, Hi2 Global, Alpha Square Group, and the World Bank Group - IFC. Beverly Hills Private Wealth, LLC serves high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and retirement consulting. The firm employs a diverse investment approach that includes fundamental, technical, quantitative, and sector analysis, and offers strategies such as asset allocation, fixed income, and alternative investments, including the use of derivatives and margin in select accounts.

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.

David Yoshioka is a financial advisor with Highline Wealth Partners, holding a Series 65 designation and 24 years of industry experience. He is the Chief Operations Officer for P.H. Group, an insurance company unrelated to investment management, where he has worked since 2005. His prior experience includes a brief tenure at Charlesworth & Rugg, Inc. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering a range of services including investment management, financial planning, and family office services. The firm’s investment decisions are managed by an Investment Committee and it provides regular portfolio reviews, participant education, and utilizes third-party technology for retirement plan management.

Mitchell Crocker is a financial advisor at Mason & Associates, Inc. in Los Angeles, CA, holding a Series 65 credential with two years of industry experience. Prior to joining Mason & Associates, he worked for seven years at Petersen International Underwriters. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with financial planning, investment management, and limited-scope hourly planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing strategic and tactical asset allocation, sector rotation, and global diversification.

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 Stewart is a CFA® charterholder with 21 years of industry experience. He is an advisor at LK&A Investment Counsel, a Pasadena-based firm with a two-advisor team. LK&A Investment Counsel provides discretionary investment management primarily to high net-worth individuals, as well as trusts, foundations, and limited liability companies. The firm focuses on larger-capitalization equities with long-term earnings growth, maintaining relatively concentrated portfolios and a long-term holding strategy, while fixed-income portfolios are constructed through bond ladders informed by fundamental research and macroeconomic analysis.

Chad Germann is a financial advisor at First Financial Consulting in Pasadena, CA, with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with First Financial Consulting since 2011. First Financial Consulting provides financial planning and investment consulting to individuals, families, trusts, estates, and closely held businesses. The firm offers customizable services focused on retirement planning, tax and cash-flow analysis, education funding, estate planning, charitable giving, and business succession, primarily on a non-discretionary basis without taking custody of client assets.

James Ellis is a financial advisor with J K R & Company, Inc. in Van Nuys, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with J K R & Company since 1999. In addition to his advisory role, he operates a sole proprietorship focused on term insurance sales and presentations through Retirement Planning Assoc. J K R & Company serves individuals, high net worth clients, and plan sponsors by providing investment management, financial planning, and retirement plan services. The firm offers discretionary portfolio management guided by investment policy statements, with continuous monitoring and quarterly reviews.

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.

Mark Paul Juloya is a financial advisor with Syndicated Capital, Inc. in Monrovia, CA, holding a Series 66 designation and 17 years of industry experience. He previously worked at firms including Creative Benefits, Inc., Ameritas Life Insurance Corp, and PRUCO Securities, LLC. Juloya is also involved in benefits consulting and fixed insurance sales to business owners and their employees. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm constructs customized investment programs using equities, ETFs, fixed income, and mutual funds tailored to clients’ objectives, risk tolerance, and time horizons.