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.

Jeffery Sorensen is a financial advisor at OverRidge Wealth Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Triad Advisors Inc. and Summit Financial Consultants, Inc. Sorensen is also active in professional networking through membership in Provisors, a group that connects professionals from various fields. OverRidge Wealth Advisors serves individual and high-net-worth clients as well as business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and consulting services, employing investment strategies across equities, fixed income, mutual funds, ETFs, and variable annuities using fundamental, technical, and charting analysis.

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.

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 CFP® with 29 years of industry experience, serving at Alliance Advisory & Securities, LLC since 1996. He also holds the position of Vice President at Alliance Financial Group, Inc., overseeing management and operations since 1998. Alliance Advisory & Securities, LLC provides investment management and financial planning primarily to individuals, including high-net-worth clients, as well as trusts, pension plans, and charitable organizations. The firm employs diversified model allocations based on modern portfolio theory and offers both discretionary and non-discretionary services, with regular portfolio reviews and rebalancing.

Jeffrey Fishman is a financial advisor at JSF Financial, LLC with 32 years of industry experience. He holds a Series 63 designation and has been affiliated with JSF Financial since 1996. Fishman is also involved as a trustee and board member for nonprofit organizations, including the Steele Foundation and Washington University in St. Louis Hillel. JSF Financial provides discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm employs dynamic asset allocation, model portfolios, and quantitative analysis to customize investment strategies and manages approximately $1.73 billion in client assets.

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.

Lee Hutter is a financial advisor with Curated Wealth Partners, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Curated Wealth Partners since 2018 and previously spent four years at Deutsche Bank. Curated Wealth Partners advises ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, and investment entities, providing holistic wealth management and access to private market investments such as direct private equity and real estate. The firm manages approximately $1.76 billion for a concentrated client base and offers customized advice across clients' full balance sheets using a combination of discretionary and non-discretionary arrangements.

Jonathan Rugg, CFA, is a financial advisor with Highline Wealth Partners and has 15 years of industry experience. He has been with Highline and its predecessor entities since 2016. In addition to his advisory role, Mr. Rugg is the co-founder and CEO of Altirr Inc., a financial industry services technology company providing alternative investment analysis and reporting tools. He also serves as Founder, President, and CCO of Highline Asset Management and is involved in various affiliated investment and management entities. Highline Wealth Partners is a registered investment adviser serving individuals, trusts, foundations, retirement plans, and business entities. The firm provides investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, utilizing a centralized Investment Committee to oversee portfolio decisions and deliver regular client reporting.

Joseph Estes Jr. is a Series 65-licensed advisor at Tamar Securities, LLC with seven years of industry experience. Prior to joining Tamar Securities in 2019, he worked at the University of Redlands School of Business and held roles at Insurance Thought Leadership and Buffernet, Inc. Outside of his advisory role, he is a general partner at Estes Properties, LLC, managing personal real estate investment and development. Tamar Securities, LLC serves individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.3 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection across discretionary portfolio management, financial planning, and multiple model-portfolio programs.

Catherine Siphron is a financial advisor at Cheviot Value Management, LLC with a Series 65 credential and one year of industry experience. She has been affiliated with Cheviot Value Management since 2024 and has provided academic tutoring since 2004. Cheviot Value Management offers discretionary investment management and advisory services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach with fundamental analysis and diversification, complemented by additional services such as written financial planning and budget coaching.

Jason Kaplan is a financial advisor at Howard Capital Management Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Howard Capital Management entities since 2010. The firm provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, trusts, estates, foundations, endowments, charitable organizations, corporations, and other business entities. Howard Capital Management Group employs a multifaceted investment approach including fundamental, technical, and cyclical analysis, primarily using ETFs and mutual funds, and operates as a subsidiary within a broader network affiliated with Focus Financial Partners.

Kimberlea Archer is a financial advisor at Checchi Capital Advisers, LLC with Series 65, 63, and 66 licenses and one year of industry experience. She previously worked at BNY Mellon for 14 years before joining Checchi Capital Advisers. Checchi Capital Advisers, LLC provides discretionary portfolio management to high-net-worth individuals, institutions, and other advisers, managing over $2.5 billion in client assets. The firm uses proprietary quantitative models focused on index replication and statistical sampling, implementing portfolios with ETFs and direct securities while emphasizing tax optimization and transaction-cost reduction.

Nicholas Frattali is a financial advisor at HS Wealth Partners with one year of industry experience. He holds a Series 65 designation and has worked at TigerOak Management, L.L.C. since 2024. In addition to his advisory role, he manages a tax preparation and planning business, Frattali and Company. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates, providing discretionary investment management and comprehensive financial planning. The firm emphasizes a long-term, fundamental investment approach and acts as a fiduciary while offering portfolio supervision and retirement distribution guidance.

Gahng Choi is an advisor with Westside Financial Advisors LLC in Los Angeles, CA, with one year of industry experience. Prior to joining Westside Financial Advisors, Choi worked at EY for five years and PwC for four years. He is also affiliated with TSMG Solutions LLC. Westside Financial Advisors serves individual and high-net-worth clients as well as corporations, providing discretionary investment management and comprehensive financial planning. The firm primarily employs a passive investment approach using index mutual funds and ETFs, often delegating portfolio implementation to a recommended third-party manager.

Megan Montes is a financial advisor at SEIA with nine years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services, TD Ameritrade, and SES LLC. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients, managing approximately $22.5 billion in assets. The firm employs a client-driven investment process supported by its DIMES research group, offering a range of managed account programs and comprehensive financial planning solutions.

Amir Tavakol is a financial advisor at Morton Wealth with six years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at California Capital Management and Northwestern Mutual Wealth Management Company. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management and comprehensive financial planning. The firm follows modern portfolio principles with an emphasis on diversification and risk management, and is notable for its direct involvement with pooled investment vehicles and private fund opportunities.