Michael Diprimio is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His previous roles include positions at American Trust Investment Services, Vanclef Financial Group, Delta Investment Management, and WestPark Capital. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for around 616 households. The firm provides portfolio management and financial planning services for individuals, corporations, trusts, and retirement plans, using a bottoms-up fundamental screening approach and offering customized portfolios across various risk profiles.

Jessica Lu Buetow is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Quantum Financial Advisors, LLC since 2025. Prior to joining Quantum, she worked at Abacus Wealth Partners from 2012 to 2024. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process favoring mutual funds, ETFs, and separately managed accounts, with strategies that include both Total Market and Sustainable approaches using institutional-class funds and active transparent ETFs.

Michael Richards is a CFP® with 12 years of industry experience. He currently serves at Axos Invest, Inc and previously worked for City National Bank for ten years. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management with mutual funds, ETFs, and third-party model managers. The firm’s process emphasizes asset allocation, diversification, and thematic exposures, supported by an internal Portfolio Management Group and integrated within the broader Axos Financial 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. with six years of industry experience. She has been with L & S Advisors since 2016. L & S Advisors serves individuals—including high-net-worth clients—trusts and estates, charitable organizations, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a tactical and unconstrained investment approach, incorporating fundamental, cyclical, and technical analysis along with the use of derivatives and alternative investments.

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.

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.

Eric Gould is a financial advisor at Evolve Private Wealth, LLC with one year of experience at the firm. He holds a Series 63 designation and previously worked at Guggenheim Partners for three years. Outside of advising, he has been involved with Allen Media Group since 2017. Evolve Private Wealth provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm’s investment approach focuses on fundamental analysis and long-term portfolio construction using diversified, low-cost investments and incorporates options and derivative strategies when appropriate.

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 with 18 years of industry experience. He holds a Series 65 designation and has worked at Checchi Capital Advisers since 2007 and at CHECCHI Capital Fund Advisers from 2012 to 2021. Outside of his advisory role, he serves as a director for Fergus Reinsurance Limited, a Bermuda-based reinsurance company. Checchi Capital Advisers provides discretionary portfolio management, sub-advisory services, and advisory oversight for pooled insurance funds, serving high-net-worth individuals, foundations, trusts, pension and profit-sharing plans, insurance-dedicated funds, and other investment advisers. The firm uses proprietary statistical and mathematical models and an index-replication methodology to construct globally diversified portfolios emphasizing diversification, tax optimization, and low turnover.

Anthony Correnti is a financial advisor at McDermott Investment Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates, Inc., Centaurus Financial, Inc., and the Jet Propulsion Lab. McDermott Investment Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately 700 accounts and $211 million in assets, utilizing both firm-developed and third-party model portfolios across a range of investment instruments.

Eric Weinlein is a financial advisor at WESCAP Group with 38 years of industry experience. He has been with WESCAP Group since 1988. WESCAP Group advises individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities, offering wealth management and financial planning services. The firm employs a strategic and tactical asset-allocation approach focused on global diversification, value orientation, tax efficiency, and low transaction costs, and is notable for managing private pooled investment vehicles.

Anita Rosenstein is a financial advisor with AR Asset Management, Inc. in West Hollywood, CA, holding 28 years of industry experience. She has been with AR Asset Management since 1981. AR Asset Management provides discretionary investment management services to individuals, trusts, estates, charitable organizations, corporations, and investment limited partnerships. The firm emphasizes fundamental analysis with a long-term equity focus on domestic and international large-cap stocks, diversified holdings, low turnover, and tax-aware management, while tailoring portfolios to client risk tolerance and objectives.

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-licensed advisor at Black Card Circle with 21 years of industry experience. He has worked at Black Card Circle since 2020 and has been involved with various insurance carriers and Waddell & Reed, Inc. since 2015. Outside of his advisory role, he is active as a licensed insurance agent specializing in life insurance, fixed annuities, and fixed index annuities. Black Card Circle is a registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers portfolio management and financial planning through a team of six advisors and follows a non-discretionary, client-directed trade consent model with a focus on diversified allocations aligned with Modern Portfolio Theory.

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.

Kerry Wills is a financial advisor with First Western Securities, Inc. in Manhattan Beach, CA, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with First Western Securities since 2009. First Western Securities provides fee-based investment advisory and portfolio management services primarily to individual clients, including high net worth individuals, as well as corporations and retirement plan accounts. The firm employs a tactical allocation approach using a broad range of instruments to customize portfolios according to client objectives.

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.