Romello Crowell is a financial advisor at Manhattan West Asset Management, LLC with one year of industry experience. He has held roles at several firms, including Antimatter and TSM 14, where he also works as an NBA agent and business manager outside of investment advisory. Manhattan West Asset Management provides advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to manage portfolios across public and private markets, offering a range of strategies including venture capital, private equity, and retirement plan consulting.

Michael Fang is a financial advisor at Globalink Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TransGlobal Advisory, LLC and Globalink Securities, Inc. Fang is also a licensed insurance agent with Transpacific Financial Services. Globalink Wealth Management provides hourly and fixed-fee financial planning as well as discretionary and non-discretionary portfolio management for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diverse investment approach that includes charting, cyclical, fundamental and technical analysis, offering strategies ranging from long-term holdings to active trading and option writing.

Jae Lee is a financial advisor at Stonemark Wealth Management with two years of industry experience. He holds a Series 65 credential and has worked in various roles including at Clever Care Health Plan and American Golf Co. Outside of his advisory role, Jae Lee owns and operates JML Golf Instruction, LLC, where he provides golf lessons. Stonemark Wealth Management is a team-based investment adviser serving individuals, trusts, and retirement plans. The firm uses customized model portfolios and a combination of fundamental and technical analysis, incorporating option strategies and selective use of leveraged or inverse ETFs to manage client portfolios.

Thomas Hanson is a financial advisor at First Wilshire Securities Management, Inc. with 39 years of industry experience. He has been with First Wilshire since 2010 and also serves as Chairman and President of Trivest Capital Management, Inc., where he has worked since 1993. Hanson holds a Series 63 designation. First Wilshire provides discretionary investment management to individuals, corporations, and charitable entities, focusing on a value-oriented, small- and micro-cap equity investment style. The firm manages both separately managed accounts and affiliated private funds, employing fundamental research and tactical portfolio allocation.

Robert Jeppson is a financial advisor at Jeppson Wealth Management, LLC in Manhattan Beach, CA, holding Series 65 and Series 66 licenses with nine years of industry experience. His career includes previous roles at Citigroup Global Markets and ongoing business activities as an attorney and real estate broker. Jeppson Wealth Management, LLC provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities, tailoring portfolios to client objectives and employing both fundamental and technical security analysis. The firm offers a wrap fee program and works with independent managers while maintaining a platform relationship with tru Independence and custody through Schwab.

Yim Ming Ng is a financial advisor at Confidence Wealth Management, Inc. in Los Angeles, CA, holding a Series 65 designation with seven years of industry experience. He has been with the firm, including its predecessor PLJ Advisors, since 2014. Outside of his advisory role, Ng provides caregiving support for a family member through an IHSS program. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities, managing approximately $344 million in discretionary assets. The firm offers tailored investment advice with a long-term, buy-and-hold approach, utilizing ETF/ETP strategies for diversification and downside protection, and employs sub-advisers and model managers to meet client objectives.

Zenia Delgado is a financial advisor at Galliott Capital Advisors, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley & Co. 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 consulting, utilizing a range of investments including equities, fixed income, ETFs, options, and alternatives.

Jason Kolker is a financial advisor at Mapleton Capital Management, LLC with 24 years of industry experience. He holds a Series 65 designation and has worked at Mapleton Capital Management since 2000 and Ocean Park Capital Management since 1999. Mapleton Capital Management serves as the general partner and investment adviser to three privately offered pooled funds and provides subadvisory portfolio management to high-net-worth individuals, family offices, and trusts. The firm’s investment approach is based on fundamental research to identify early inflection points in company value and often employs an aggressive, relatively short-term trading style including short selling, options, and leverage.

George Hamilton is a financial advisor at Hamilton Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services Advisors, Inc. from 2011 to 2017. Hamilton Wealth serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate clients by providing discretionary portfolio management and retirement plan consulting. The firm utilizes proprietary allocation models and offers a combination of wrap fee program sponsorship and retirement plan consulting services, along with a trading approach that includes borrowing in managed accounts.

Justin Parks is a CFP® professional with over seven years of experience in financial advisory roles. He has worked at Validus Capital LLC since 2026 and previously held positions at Kayne Anderson Capital Advisors, Gursey Schneider, Ernst & Young, and Chapman University. Validus Capital LLC offers wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients. The firm manages approximately $2.54 billion in assets and emphasizes customized, long-term portfolio construction using a variety of investment vehicles and both fundamental and quantitative analysis.

Simon Liu is a financial advisor at RVW Wealth LLC with 19 years of industry experience. He has held positions at Harold Davidson & Associates and HCR Wealth Advisors before joining RVW Wealth in 2018. Liu holds the Series 65 designation and works out of Los Angeles, CA. RVW Wealth LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a fundamental research approach, generally allocating client portfolios between equity exposure through ETFs and mutual funds and fixed-income securities, with continuous supervision and at least annual portfolio reviews.

Andrew Edstrom is a financial advisor with WESCAP Group in Glendale, CA, holding Series 63 and Series 65 designations and possessing 13 years of industry experience. He has been with WESCAP Group since 2012. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to a range of clients including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with global diversification and a contrarian, value-oriented emphasis, utilizing mutual funds, ETFs, and for certain clients, options-based strategies and leverage.

Susan Maxey is a financial advisor at Seneca Private Wealth, LLC with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Atlas Legacy Advisors LLC. Seneca Private Wealth, LLC provides investment and wealth management, financial planning, and retirement plan services to individuals, families, trusts, institutions, and corporations. The firm offers customized, risk-adjusted, tax-aware asset allocations combining active and passive strategies and may recommend Independent Managers or private funds for eligible clients.

Ian Manongdo is a Series 65-registered advisor with L & S Advisors, Inc. in Los Angeles, CA, and has seven years of industry experience. He has worked at L & S Advisors since 2016, with a brief period at Larry's from 2016 to 2018. L & S Advisors serves individuals, trusts, businesses, and retirement plan clients, providing discretionary investment management, financial planning, and consulting services. The firm manages approximately $1.16 billion across more than 1,000 accounts using a tactical and unconstrained investment approach that includes derivatives, margin, and a variety of equity, fixed-income, and private alternative strategies.

Sterling Louviere is a financial advisor at Cabin Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cabin Securities, Inc., Claraphi Advisory Network, LLC, and Newbridge Securities. Outside of advising, he is president of Financial Architects, Inc., a firm providing consulting on tax and retirement planning strategies, and serves on the board of directors for Altadena Rotary Charities. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm provides financial planning, portfolio management, and sub-advisory services using fundamental, technical, cyclical, and asset-allocation analysis, and conducts due diligence on illiquid alternative investments.

John Sullivan is a financial advisor at Curated Wealth Partners, LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Curated Wealth Partners since 2023, following previous roles at Asana Partners, Thompson Research Group, and Merrill. Curated Wealth Partners serves ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and special purpose vehicles by providing holistic balance-sheet advisory, portfolio construction, and manager selection across public and private markets. The firm also offers family office services and manages substantial assets both on discretionary and non-discretionary terms.

Steve Trinh is a Series 66 licensed financial advisor with 14 years of industry experience. He has worked at Navalign, LLC since 2018 and previously held roles at Carter Jacobs, LLC and Merrill. Outside of his advisory work, he is an investor in the restaurant and hospitality industry. Navalign, LLC is a team-based firm serving individuals, retirement plans, trusts, and business entities. The firm provides asset management, financial planning, and pension consulting, employing a fiduciary approach that includes customized portfolios and comprehensive planning services covering areas such as corporate tax and business transition consulting.

Zachary Ostrow is a financial advisor at Validus Capital LLC in El Segundo, CA, holding a Series 65 designation. He joined Validus Capital in 2025 and has prior experience at KPMG and Kom Ferry. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services primarily to high-net-worth and ultra-high-net-worth clients. The firm offers customized, long-term portfolio construction and serves as an investment adviser to pooled investment vehicles with approximately $2.54 billion in assets under management as of December 31, 2025.

Evan Danu is a financial advisor at Validus Capital LLC holding a Series 66 designation with one year of industry experience. Prior to joining Validus Capital, he worked at UBS Financial Services Inc and Lockheed Martin. He is also a student worker under a federal work-study program at the University of Southern California. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm offers customized, primarily long-term portfolios using a range of investment vehicles and provides ongoing portfolio supervision and integrated family office services.

Michael Karapetian is a financial advisor at Lazari Capital Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Honey Badger Capital LLC, Lyndhurst Securities, Kovack Securities, and Lazari Asset Management. Outside of his advisory work, Karapetian serves as president of the Karapetian Animal Rescue Environment Foundation, a nonprofit focused on animal rescue, environmental conservation, and community outreach, and holds trustee roles at Moravian University and Merlin Tuttle’s Bat Conservation. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting to individuals, trusts, high-net-worth clients, corporations, and private funds. The firm utilizes a broad investment approach incorporating fundamental, technical, cyclical, and quantitative analysis, managing accounts primarily on a discretionary basis with regular monitoring and reviews.