Russell Mohberg is a CFP®-credentialed financial advisor at Regatta Capital Group, LLC with 19 years of industry experience. He has been with Regatta Capital since 2007. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, institutions, and charitable organizations. The firm employs a long-term, fundamental analysis approach to portfolio construction, offering wealth management, financial planning, retirement plan advisory, and digital-asset account services across multiple offices.

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.

Michael Pearce is a financial advisor at Jeppson Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Northrop Grumman and Burlington Store. Jeppson Wealth Management provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a mix of equities, fixed income, mutual funds, and ETFs with both fundamental and technical analysis.

Matthew Schulz is a financial advisor with Validus Capital LLC in El Segundo, CA, holding a Series 65 designation and 13 years of industry experience. He previously worked at Camden Capital, LLC for nine years before joining Validus Capital in 2022. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm manages approximately $2.54 billion in assets, offering customized long-term portfolios using a range of investment vehicles and integrated family office services.

Katrina Soelter is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at Avise Financial since 2023 and previously held roles at Thesis Financial Planning, Equalis Financial LLC, KCS Wealth Advisory, and Wells Fargo Advisors. Avise Financial serves individual and institutional clients, offering discretionary investment management and comprehensive financial planning. The firm uses a blend of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to construct diversified portfolios and maintains a broad network of third-party relationships to enhance client solutions.

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.

Nicholas Giannakopoulos is a financial advisor at Total Wealth Services, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Ameriprise Financial Services LLC and Total Wealth Tax, PC, as well as experience in public relations and nutrition industries. Total Wealth Services, LLC serves individual investors, trusts, estates, and charitable organizations with financial planning, consulting, and discretionary wealth and portfolio management. The firm uses a manager- and style-agnostic approach, typically allocating assets to independent subadvisors and tailoring portfolios to client circumstances.

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.

Spencer Maccuish is affiliated with Alliance Advisory & Securities, LLC and holds a Series 65 credential. He has four years of experience in the financial industry and previously worked at Eternity Bible College for 18 years. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individual clients, trusts, pension plans, and charitable organizations. The firm utilizes diversified model allocations based on modern portfolio theory and manages portfolios with regular reviews and rebalancing.

Spencer Kelly is a financial advisor at Regatta Capital Group, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Regatta Capital Group since 2008. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, institutions, and various trust and estate entities. The firm employs a long-term, fundamental analysis approach to portfolio construction, offering services including wealth management, retirement plan advisory, and digital-asset account facilitation.

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.

Adam Weinstock is a CFP®-designated financial advisor at Evolve Private Wealth, LLC with 10 years of industry experience. He has previously worked at Wells Fargo Advisors and Sanctuary Advisors LLC. Outside of advisory services, he is a licensed insurance agent involved with Evolve Wealth Insurance LLC and serves as managing member of Purple Sector Investments, LLC. Evolve Private Wealth, LLC provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm’s investment approach focuses on fundamental analysis and long-term orientation, constructing diversified portfolios using low-cost mutual funds, ETFs, individual equities, bonds, and alternative investments.

Randall Sanada Jr. is a Certified Financial Planner (CFP®) with 30 years of experience currently serving at Alliance Advisory & Securities, LLC. He has been with Alliance Advisory & Securities and its affiliated firm, Alliance Financial Group, Inc., since the mid-1990s. He also holds management roles at Alliance Financial Group, Inc. and Westlake Professional Building Partners, LLC. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individual clients, including high-net-worth individuals, as well as to trusts, pension plans, and charitable organizations. The firm uses diversified model allocations rooted in modern portfolio theory and offers both discretionary and non-discretionary portfolio management alongside standalone financial plans and held-away account management.

Jeffrey Fishman is a financial advisor with JSF Financial, LLC in Los Angeles, holding a Series 63 designation and over 32 years of industry experience. He has been with JSF Financial since 1996 and is also involved with Fishman Capital Group Inc., where he is engaged in insurance sales. Fishman serves on the board of Washington University in St. Louis Hillel and is a trustee for the Steele Foundation. JSF Financial provides discretionary investment management, financial planning, and wealth management services to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm manages approximately $1.97 billion across nearly 800 client relationships, employing bespoke portfolio management and model asset-allocation strategies with ongoing due diligence for third-party managers and private investment funds.

Silvia Chi is a financial advisor at Confidence Wealth Management, Inc. in Los Angeles, CA, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Confidence Wealth Management and its predecessor firms since 2015. Outside of her advisory role, she provides personal caregiving services for a family member. Confidence Wealth Management, Inc. serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities through a team of nine advisors. The firm offers portfolio management and fiduciary consulting services, employing proprietary model portfolios and a mix of passive ETFs and actively managed mutual funds with an emphasis on risk management and diversification.

Lionel Tapiero is a financial advisor with Highline Wealth Partners, holding a Series 65 designation and 12 years of industry experience. Prior to joining Highline Wealth Partners in 2020, he worked at Stackin Financial, LLC and Logica Capital Advisers, LLC. Outside of advising, he serves as Sales Vice President at Transunion LLC, where he leads a sales team and oversees product strategy and analytics. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm centralizes portfolio decisions through an Investment Committee and provides participant education and enterprise support services, combining these with private real estate offerings and family office capabilities.

Owen Kim is a financial advisor at Tamar Securities, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise and The Prudential Insurance Company of America. Outside of finance, he has been involved in the restaurant industry with roles at Oishi Shabu Shabu and other dining establishments. Tamar Securities advises individuals—including high-net-worth clients—charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.