Michael Richards is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Axos Invest, Inc and has previously worked at City National Bank and RBC Securities, Inc. Axos Invest serves retail individual clients through automated advisory services, providing discretionary portfolio management with model portfolios composed mainly of mutual funds and ETFs, including thematic and digital-asset options. The firm uses an online questionnaire to tailor lifecycle-based asset allocation models and offers ongoing monitoring, rebalancing, and trade implementation through its Axos Portfolio Management Group.

Andrew Zamfotis is a CFA® charterholder with 11 years of experience in the financial industry. He has been with AMI Asset Management Corp since 2015, working as part of a nine-advisor team based in Los Angeles, CA. AMI Asset Management provides discretionary portfolio management to a diverse client base, including high net worth individuals and institutional investors. The firm employs a fundamental, bottom-up research approach across multiple equity and fixed-income strategies and manages approximately $1.925 billion in discretionary assets as of October 31, 2025.

Bryan Lee is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has worked at Blue Zone Wealth Management, LLC since 2020 and previously spent seven years at Private Management Group. Blue Zone Wealth Advisors is an SEC-registered advisory team managing approximately $565 million across 170 client relationships. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and retirement consulting. It employs diverse analytic methods and manages private pooled vehicles and special-purpose funds, providing specialized planning services such as cost segregation studies and corporate-structure guidance.

Balfoure Brenes is a financial advisor at AIRE Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2012 to 2021. Outside of his advisory role, Brenes is the owner of 4TUN801 LLC, a company involved in purchasing raw land. AIRE Advisors manages approximately $1 billion in assets and serves individual clients, family offices, employer retirement plans, and brokerage customers. The firm’s investment approach focuses on strategic asset allocation and Modern Portfolio Theory, utilizing a diverse range of securities and third-party money managers.

Debora Nunez is a financial advisor at L & S Advisors, Inc in Los Angeles, CA, with six years of industry experience. She has been with L & S Advisors since 2016. 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 across a variety of strategies and asset classes, including active use of derivatives and margin in managed accounts.

Eric Dizon is a financial advisor with Providence Financial and Insurances, Inc. in Woodland Hills, CA, holding Series 63 and Series 66 licenses and 16 years of industry experience. His career includes roles at Edward Jones, Pacific Premier Insurance, and Wells Fargo Investments, among others, spanning both investment and insurance sectors. Providence Financial and Insurance Services is a team investment adviser serving individual and high-net-worth clients with discretionary investment management, comprehensive financial and estate planning, and insurance brokerage services. The firm employs a buy-and-hold investment strategy focused on income-producing securities and offers estate-planning legal services through an affiliated in-house legal practice.

Jason Thomas is a CFA® charterholder with 13 years of industry experience, currently serving as the sole advisor at Portfolio Design Labs, LLC since 2021. He previously worked at AssetMark and AssetMark Brokerage from 2014 to 2021. Outside of his advisory role, he founded Capital Markets Research & Strategy LLC, an investment research business focused on capital markets and strategy analysis. Portfolio Design Labs, LLC provides portfolio management and related advisory services primarily to individual and high-net-worth clients through separately managed accounts. The firm is notable for its solo advisor model overseeing approximately $502 million in assets across about 423 clients, with a focus on performance-based fee arrangements and the use of leverage in some accounts.

Alexander Notaro is a Series 66-licensed financial advisor at Valley Wealth Managers, Inc. in Los Angeles, CA, with nine years of industry experience. His prior roles include positions at Leumi Investment Services Inc., Northwestern Mutual Investment Services, and several others. Outside of his advisory work, he is a member of Notaro Holdings LLC, an investment entity focused on mutual funds and ETFs with plans to acquire real estate. Valley Wealth Managers, Inc. serves individual and institutional clients, including high-net-worth investors, providing discretionary investment management and financial planning. The firm’s client-driven approach involves tailored asset allocation across equities, fixed income, and cash, supported by an investment committee and third-party services to manage strategic portfolios.

Madeline Odell is a CFP® and Series 63–licensed advisor with five years of industry experience. She has worked at Arroyo Investment Group, LLC since 2025 and has been with Capital Research & Consulting LLC since 2018. Prior to her advisory career, she spent 11 years with the La Canada School District. Arroyo Investment Group is a fee-only investment management and financial planning firm managing approximately $319.5 million in client assets. The firm serves individuals and institutional clients using a discretionary, model-driven approach with proprietary screening to maintain 15 model portfolios primarily composed of no-load mutual funds.

Alexander Weinberger is a CFP® with eight years of industry experience, serving as an advisor at Weinberger Asset Management, Inc. since 2014. He is also a partner at Marriage Financial Solutions LLC, a consulting firm that analyzes the financial aspects of divorce and pre- and postnuptial agreements. Weinberger Asset Management provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, charities, and business entities. The firm tailors portfolios to individual goals and risk tolerance using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, and manages approximately $444 million in discretionary assets with a small advisory team.

Adam Checchi is a financial advisor at Checchi Capital Advisers, LLC in Beverly Hills, CA, holding a Series 65 designation with 19 years of industry experience. He has been with Checchi Capital Advisers since 2007 and previously worked at Checchi Capital Fund Advisers, LLC from 2012 to 2021. Outside of his advisory role, he manages several private investment entities and serves as a director for a Bermuda-based reinsurance company. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals along with various institutional and pooled clients. The firm employs a quantitatively driven investment process using proprietary models to construct globally diversified portfolios, often implementing strategies with ETFs, tax optimization, and transaction-cost reduction.

Eric Weinlein is a financial advisor with WESCAP Group in Glendale, CA, where he has worked since 1988, accumulating 38 years of industry experience. He is part of a six-advisor team at the firm. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines strategic and tactical asset allocation with global diversification and a contrarian, value-oriented approach, often utilizing mutual funds and ETFs, and also serves as Managing General Partner of Hedgecap Partners, L.P., a private pooled investment vehicle.

Anita Rosenstein is a financial advisor at AR Asset Management, Inc. with 29 years of industry experience. She has been with AR Asset Management since 1981. AR Asset Management is an SEC-registered investment adviser that offers discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a fundamentally driven, long-term investment approach focused on large-cap stocks, tax-aware portfolio construction, and fixed income laddering, and it also manages private funds alongside individual client accounts.

Anthony Saccaro is a financial advisor with Providence Financial and Insurances, Inc. in Woodland Hills, CA. He holds the ChFC® designation as well as Series 63 and Series 65 licenses and has 15 years of industry experience. His work history includes over a decade at Providence Financial and Insurance Services, Inc. and a recent position at Sound Income Wealth, LLC. Providence Financial and Insurance Services is a team investment adviser serving individual clients, including high-net-worth households, with discretionary investment management, comprehensive financial and estate planning, and related consulting. The firm generally follows a buy-and-hold strategy using income-producing securities, ETFs, mutual funds, and bonds, and it offers tailored financial and estate-planning advice alongside insurance brokerage services.

Rasheed Ahmed is a CFP® with six years of industry experience, currently serving as a financial advisor at Quantum Financial Advisors, LLC since 2026. Prior to joining Quantum, he worked at Abacus Wealth Partners LLC for seven years and Warner Pacific Insurance Services for three years. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process that emphasizes mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable strategies that incorporate institutional-class funds and active transparent ETFs.

Barry Craine is a Series 66-credentialed financial advisor with Black Card Circle, bringing 21 years of industry experience. His prior roles include positions at Waddell & Reed, Ameriprise, Cameron, Murphy & Spangler, Inc., and UBS Financial Services. In addition to his advisory work, he is actively involved as a life insurance agent, focusing on risk transference and management. Black Card Circle is a registered investment adviser team serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm delivers customized financial plans and typically manages most assets on a non-discretionary basis, using diversified portfolios aligned with Modern Portfolio Theory principles.

Alison Weinberger is a financial advisor at Weinberger Asset Management, Inc. She holds a Series 65 designation and has six years of industry experience. Prior to her current role, she worked at Canyon Partners for five years. Outside of her advisory work, she is a partner in Marriage Financial Solutions, a consulting firm that analyzes the financial aspects of divorce and pre- and postnuptial agreements. Weinberger Asset Management provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, charities, and business entities. The firm customizes portfolios based on individual goals, risk tolerance, and time horizon, employing a variety of analytical methods and maintaining a long-term trading approach.

Goli Kamangar is a financial advisor at Salem Partners Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Salem Partners since 2006. In addition to his advisory role, Kamangar serves as an officer and director of oOR Licensing Receivables, Inc., a factoring receivables business. Salem Partners Wealth Management provides discretionary investment supervisory and portfolio management services primarily to high-net-worth individuals, families, trusts, and other entities. The firm manages approximately $413 million, focusing on sizable accounts and offering customized, diversified portfolios that include traditional and alternative investments.

Daniel Schniedwind is a CFA® charterholder with 10 years of experience in the financial industry. He has worked at AMI Asset Management Corp since 2019 and previously at Segall Bryant & Hamill for four years. Schniedwind is based in Los Angeles, CA, and holds a Series 65 license. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, managing equity and fixed-income strategies through separately managed accounts, wrap programs, and model portfolios. The firm applies a fundamental, bottom-up research process across multiple core strategies and serves as a private fund adviser and manager of pooled vehicles.

Ahsoo Ahn is a financial advisor with Galliott Capital Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Morgan Stanley and Insigneo Advisory Services. Galliott Capital Advisors is a family-office and investment advisory boutique serving high- and ultra-high-net-worth individuals, families, businesses, institutional clients, and retirement plan sponsors. The firm offers asset and portfolio management, financial planning, multi-family office services, and retirement-plan consulting, utilizing a range of investment strategies including equities, fixed income, options, and alternatives.