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.

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.

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.

John Arens III is a financial advisor at Balboa Wealth Partners, Inc. with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years. Outside of his advisory role, he is actively involved in the Long Beach community through board memberships at The Salvation Army, Long Beach City College Foundation, and St. Mary's Medical Center, and participates in the Long Beach Area Chamber of Commerce. Balboa Wealth Partners is an SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, and individual securities, and provides comprehensive portfolio management, financial planning, and retirement plan consulting.

Christopher Strong is a financial advisor with Albitz/Miloe and Associates, Inc., holding a Series 66 designation and bringing 27 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and has been involved with Brigane Cameron Waiters & Strong since 1995. Outside of his advisory role, Strong is a CPA at Gelman, LLP, a tax and accounting firm. Albitz/Miloe and Associates serves individuals, businesses, and qualified retirement plans, managing approximately $703.5 million across about 618 client relationships. The firm offers discretionary and non-discretionary investment services using mutual funds, ETFs, equities, fixed income, and variable annuities, employing fundamental and technical analysis alongside periodic rebalancing and block trading.

Jason Crawshaw is a Series 65-licensed advisor with The William Allan Corporation, based in Long Beach, CA, with 24 years of industry experience. He has worked at The William Allan Corporation since 2004 and additionally serves as a partner at Crawshaw CPA's, Inc., a tax and accounting firm. The William Allan Corporation provides investment advisory services to individuals, trusts, non-profits, and corporate accounts, using a range of investment strategies including fundamental analysis, options, and margin borrowing. The firm also offers affiliated accounting services and manages over $200 million in discretionary assets with a small team.

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.

Gerald Mitchell is a CFP®-credentialed financial advisor with 11 years of industry experience, currently affiliated with CLG LLC. His work history includes roles at Purshe Kaplan Sterling Investments and Cetera, as well as ongoing involvement with John D. Cartwright & Assoc, Inc., where he serves as Head of Operations. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, providing asset management, financial planning, and retirement plan consulting. The firm uses a variety of analytical methods and investment strategies, including options and digital assets, and offers both discretionary and non-discretionary portfolio management.

Sarah Ehmann is a financial advisor with CLG LLC in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Cetera, and John D Cartwright and Associates. She is a 16.666% owner of CLG Holding Company, LLC, a non-investment-related holding company. CLG, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with asset management, financial planning, retirement plan consulting, and related advisory services. The firm employs a range of analytical methods and offers discretionary and non-discretionary management, use of sub-advisors, and held-away account management, incorporating derivative strategies and digital asset exposure in its investment approach.

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.

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 been with Curated Wealth Partners since 2018 and previously worked at Deutsche Bank from 2014 to 2018. Curated Wealth Partners serves ultra-high-net-worth clients including individuals, families, trusts, and charitable organizations, offering services such as portfolio construction, manager selection, and family office support. The firm manages substantial assets using a combination of directly managed holdings and third-party managers, and acts as adviser and general partner to affiliated private vehicles.

Deana Dyjor is a financial advisor with CRUX Wealth Advisors in Long Beach, CA, holding Series 65 and Series 66 licenses and bringing 15 years of industry experience. Her prior work includes roles at Waddell & Reed, Inc. and Raymond James Financial Services. She is also involved with Crux Insurance, an insurance sales business based in Long Beach. CRUX Wealth Advisors manages approximately $547.7 million for about 656 clients through a team of 11 advisors. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting to individuals, trusts, charities, pension plans, and privately held businesses, employing a process-driven yet flexible investment approach.

Grant Nabell is a financial advisor at Regatta Capital Group, LLC with a Series 65 credential and three years of industry experience. He has worked at Regatta Capital Group since 2021 and previously spent six years with J. White and Associates. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental analysis approach, constructing diversified portfolios of low-cost mutual funds and ETFs supplemented by individual securities, and offers additional services including retirement plan advisory, estate document generation, and digital-asset account facilitation.

Caiying Wu is a financial advisor at RVW Wealth LLC in Los Angeles, CA, holding a Series 65 designation with 14 years of industry experience. She has been with RVW Wealth since 2014 and is also employed full time as an accountant at Allan Rosenthal Associates AC. RVW Wealth provides discretionary investment management and financial planning services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a fundamental research approach, focusing on portfolios composed mainly of ETFs, mutual funds, and fixed-income securities, while offering ongoing portfolio supervision and additional educational resources.

Thomas Sneed is a financial advisor at Advanced Portfolio Strategies with four years of industry experience. He has worked with APS Management Group, Inc. since 2021 and Wicklow Advisors, Inc. since 2019, and was self-employed from 2011 to 2021. In addition to his advisory role, he holds credentials as a CPA and provides tax advisory services. Advanced Portfolio Strategies is a small team managing approximately $158.7 million for around 208 clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, pension plans, and businesses. The firm’s investment approach integrates fundamental, quantitative, and technical analysis with modern portfolio theory, providing tailored Investment Policy Statements and a range of strategies including long- and short-term trading and options.

Catherine Siphron is a financial advisor at Cheviot Value Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked with Cheviot Value Management since 2024. Outside of her advisory role, she has provided academic tutoring for nearly two decades. Cheviot Value Management is a privately owned registered investment adviser that offers discretionary portfolio management and related services to individuals, trusts, estates, retirement participants, charitable organizations, and certain institutions. The firm employs a value-oriented investment approach grounded in fundamental analysis and uses a mix of strategies including tactical asset allocation and absolute-return techniques to manage risk and optimize portfolios.

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.

Guido Cosenza is a financial advisor at CRUX Wealth Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors Inc. and Arete Wealth Management. CRUX Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach that integrates fundamental, technical, quantitative, and qualitative analysis, managing client accounts primarily on a discretionary basis with regular monitoring.