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 18 years of industry experience, currently serving at Cheviot Value Management, LLC. He has been with Cheviot for over 16 years. Outside of his advisory role, he is Vice President of the Board of Directors and Chair of multiple committees at the Jewish Free Loan Association, a nonprofit providing zero-interest loans in Southern California. Cheviot Value Management offers discretionary investment management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach with fundamental analysis and diversification, alongside tactical asset allocation and alternative strategies, managing nearly $963 million in assets across a compact team.

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.

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 at Highline Wealth Partners with 24 years of industry experience. He holds a Series 65 designation and has worked at Charlesworth & Rugg, Inc. since 2016, as well as at P.H. Group since 2005. Outside of advising, he serves as the Chief Operations Officer for P.H. Group, an insurance company. Highline Wealth Partners is a registered investment adviser serving individuals, trusts, foundations, retirement plans, and business entities. The firm offers investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, with portfolio decisions centralized through an Investment Committee that oversees asset allocation and fund selection.

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.

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 32 years of industry experience. He has been with J K R & Company since 1999. Outside of his advisory role, Ellis operates a sole proprietorship focused on term insurance sales and presentations. J K R & Company provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, including high net worth clients, and plan sponsors. The firm customizes investment recommendations based on client risk tolerance and time horizon, emphasizes ongoing account supervision, and utilizes institutional trading and custody arrangements.

John Townsend is a financial advisor at Tamar Securities, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at DA Davidson, GWN Securities, and Equitable Advisors. Tamar Securities, LLC serves individuals, 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.

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 as a financial advisor at Avise Financial. Her prior experience includes roles at KCS Wealth Advisory and Wells Fargo Advisors, among others. Avise Financial serves individual and institutional clients with tailored discretionary investment management and comprehensive financial planning, utilizing a mix of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory. The firm offers a range of services including pension consulting, tax preparation, business management, and educational seminars.

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.