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.

Jake Sarnoff is a financial advisor at Providence Financial and Insurance Services, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Providence, he worked at Equity Services Inc and True Path Financial. Outside of his advisory role, he is also an insurance agent with JS Financial and Insurance Services LLC. Providence Financial and Insurance Services, Inc. advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm provides discretionary investment management, comprehensive financial and estate planning, and insurance consulting, with an investment approach focused on buy-and-hold strategies using income-producing securities and tailored account supervision.

Lorraine Grossman is a financial advisor at Providence Financial and Insurance Services, Inc. in Woodland Hills, CA, with nine years of industry experience. She holds a Series 65 designation and has worked at Providence Financial since 2014. Outside of her advisory role, she operates a notary service as a sole proprietor in Oak Park, California. Providence Financial and Insurance Services, Inc. provides discretionary investment management, financial and estate planning, and insurance consulting to individuals, pension plans, trusts, and other entities. The firm manages approximately $190 million in client assets, emphasizes a buy-and-hold investment approach, and offers estate-planning legal advice through an affiliated in-house legal practice.

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.

Devon Galindo is a CFP®, ChFC®, and holds a Series 65 license with 12 years of industry experience. He has worked at Serenus Wealth Advisors, LLC since 2024 and previously spent 10 years at Camden Capital, LLC. Serenus Wealth Advisors is an SEC-registered firm serving individual and high-net-worth clients with comprehensive portfolio management and standalone financial planning. The firm employs a diverse investment approach that includes fundamental and technical analysis, quantitative models, and third-party manager due diligence, emphasizing asset allocation, duration management, and periodic rebalancing.

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.

Richard Nott III is a CFP® and CFA® with 16 years of industry experience. He is currently with Angeles Wealth Management, LLC, where he has worked since 2023. His prior experience includes roles at HighTower Advisors LLC, LourdMurray, and AdvicePeriod. Outside of his financial career, he serves on the National Cat Protection Society’s audit committee and provides technology and webmaster support for the organization. Angeles Wealth Management offers discretionary portfolio and wealth management, financial planning, and philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm acts as a manager-of-managers, allocating capital to model portfolios and third-party managers, and incorporates alternative investments through private funds and fund-of-fund structures.

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.

Katrina Soelter is a CFP® with 12 years of industry experience, currently serving at Avise Financial. Her prior experience includes roles at KCS Wealth Advisory and Wells Fargo Clearing. She holds the Series 66 designation. Avise Financial serves individual and institutional clients such as high net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management alongside comprehensive financial planning, pension consulting, tax preparation, and business management, utilizing a mix of fundamental, technical, and cyclical analysis combined with Modern Portfolio Theory to construct diversified portfolios.

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.

Matthew Higgins is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Quantum Financial Advisors, LLC since 2022 and previously spent five years at Abacus Wealth Partners. Quantum Financial Advisors, LLC serves individuals, high net worth families, trusts, estates, employer retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment approach utilizing mutual funds, ETFs, and separately managed accounts, offering both a Total Market and a Sustainable strategy that integrates DFA environmental rankings.

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.