Erik Helmstetter is a CFP®-designated financial advisor with 27 years of industry experience. He has been with Oder Investment Management, LLC since 2017 and previously worked at Morgan Stanley in various roles from 2009 to 2017. Outside of finance, he owns Trancension Music, LLC, which organizes music events and volunteer coordination in Los Angeles. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm applies Modern Portfolio Theory with a combination of active and passive management, global diversification, and periodic rebalancing to pursue real capital growth aligned with client risk tolerance.

Gabriela Arenzano Chagas is an advisor at JSF Financial, LLC in Los Angeles, CA. She holds Series 63 and Series 65 designations and has been with JSF Financial since 2025. Her prior experience includes roles at Vox Capital and Buffalo Exchange. JSF Financial provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm manages approximately $1.97 billion across about 791 client relationships and offers bespoke portfolio management alongside access to third-party managers and private investment funds.

Michael Frazier is a financial advisor with California Financial Partners, Inc., holding Series 65 and Series 66 credentials and seven years of industry experience. His previous roles include positions at LPL Financial LLC, BNY Mellon Wealth Management, and City National Bank. He provides financial planning and consulting services through California Financial Partners, an independent investment advisor firm. California Financial Partners offers financial planning and consulting to individuals, business entities, and pension and profit-sharing plans across areas such as cash flow, retirement, tax, insurance, and estate planning. The firm follows a structured planning process and uses fundamental analysis and public research sources, but does not manage client assets or provide discretionary portfolio management.

Scott Gaynor is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Navalign, LLC, where he has worked since 2023. His prior experience includes roles at KCS Wealth Advisory and Signature Estate & Investment Advisors LLC. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for about 677 clients, employing a mix of investment strategies including margin borrowing and options trading, alongside pension consulting and corporate-level financial services.

Robert Horning is a financial advisor with McDermott Investment Advisors, LLC in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at McDermott Investment Advisors since 2017 and previously spent eight years with Centaurus Financial, Inc. Outside of his advisory role, he operates H & S Wealth Management, a consulting business related to broker-dealer products. 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 with about $211 million in assets, utilizing both firm-developed and third-party model portfolios across various asset classes and offering access to third-party advisers and programs for smaller accounts.

Hugh Meyer is a financial advisor with Highline Wealth Partners based in Sherman Oaks, CA. He holds Series 63 and Series 65 designations and has 24 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC from 2009 to 2016 and Wells Fargo Clearing from 2016 to 2019. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering a range of services including investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are centralized through an Investment Committee, and it provides clients with regular portfolio reviews and educational programs.

Liam Critchett is a financial advisor at Strategy Asset Managers L.L.C. in Pasadena, CA, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Westmont College and Loyola Marymount University. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm employs a combination of fundamental equity selection and quantitative strategies across various asset classes and also provides family office services and fund sponsorship.

Gira Patel is a financial advisor with Sierra Investment Management, LLC in Santa Monica, CA, holding a Series 65 credential and 10 years of industry experience. He has been with Sierra Investment Management since 2015. Sierra Investment Management is a team-based SEC-registered advisor that manages discretionary portfolios and offers limited financial planning to individuals, high-net-worth clients, trusts, retirement plans, and certain institutional accounts. The firm employs a rules-based, tactical investment approach focused on trend-following and downside risk management, utilizing a range of program options and affiliated mutual funds and ETFs through its affiliation with Ocean Park Asset Management.

Alfred Slayton is a financial advisor at Core Wealth Partners LLC with 55 years of industry experience. He previously worked at Western International Securities, Inc. for eight years before joining Core Wealth Partners. In addition to his advisory role, Mr. Slayton is an insurance agent specializing in Accident, Health, and Life insurance. Core Wealth Partners serves individuals, trusts, and small businesses, including high-net-worth clients, by providing discretionary portfolio management and integrated financial planning. The firm uses a tactical investment approach, incorporates private investments for alternative exposure, and employs third-party subadvisors to implement its strategies.

David Dietrich is a financial advisor at Dew Point Capital with 15 years of industry experience. He holds the Series 66 designation and previously worked at Advantage Capital Advisors, LLC for five years before joining Dew Point Capital in 2021. In addition to his advisory role, he is licensed as an insurance agent and sells annuities. Dew Point Capital is an SEC-registered advisory firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based discretionary portfolio management and financial planning, emphasizing strategic asset allocation with fundamental and cyclical analysis and a long-term purchase strategy supplemented by periodic short-term adjustments.

Ala Smochinsky is a financial advisor with The L. Warner Companies, Inc., holding a Series 66 designation and eight years of industry experience. Prior to joining The L. Warner Companies in 2021, he worked at Four Points Capital Partners LLC and Niagara International Capital Limited. Outside of his advisory role, he is involved in property management. The L. Warner Companies serves high-net-worth individuals, trusts, estates, and retirement plans, as well as corporations, non-profits, and other business entities. The firm employs a research-driven investment process led by an internal Chief Investment Officer and analyst team, constructing diversified portfolios with a focus on multi-year horizons and incorporating strategies such as options and third-party manager programs.

Amanda Preston is a CFP® and holds a Series 65 license, with eight years of experience in the financial industry. She has worked at 3EDGE Asset Management, LP since 2022 and previously held roles at Windham Capital Management and Morgan Stanley. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other investment advisers, and managing exchange-traded funds and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation approach that combines quantitative research with investment committee judgment and stress testing.

Connie Chang is a financial advisor at East West Wealth Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining East West Wealth Advisors, she worked at East West Bank and Deloitte & Touche LLP. East West Wealth Advisors provides discretionary separately managed account advisory services to high-net-worth individuals, trusts, institutional investors, and other entities, using a goals-based, multi-asset investment approach overseen by an Investment Policy Committee.

Daniel Frattali is a financial advisor at HS Wealth Partners with nine years of industry experience. He holds a Series 65 designation and has prior experience at Cambridge Investment Research Advisors. In addition to his advisory role, Frattali is president of Frattali & Co, Inc., a CPA and tax preparation firm. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates. The firm provides discretionary investment management and comprehensive financial planning with a primarily long-term, fundamental investment approach.

Selwyn Gerber is a financial advisor at RVW Wealth LLC with 22 years of industry experience. He holds a Series 65 designation and has been involved with RVW Investing LLC since 2006. In addition to his advisory role, Gerber serves as president of Gerber & Co., Inc., a certified public accounting and tax preparation firm he has managed since 1985. RVW Wealth provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a fundamental research approach focused on ETFs, mutual funds, and bonds, with active supervision and regular client reviews, and maintains a formal affiliation with an accounting and tax firm.

Peter Mainstain is a financial advisor with AMI Asset Management Corp, holding the PFS™ designation and a Series 65 license, and has 24 years of industry experience. He serves as Managing Director of Ground Control Business Management, a business management and tax consulting firm, where he dedicates most of his time. He is also a partner in two partnerships that invest in real estate. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, employing a fundamental, bottom-up research process across multiple equity and fixed-income strategies. The firm manages nearly $2 billion in assets and acts as a private fund adviser and manager of pooled vehicles.

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 19 years of industry experience. He has been associated with Cheviot Value Management, LLC since 2006, serving in various capacities over the years. Outside of his advisory role, he is Vice President of the Board of Directors and Chair of both the Small Business Loan Committee and the Investment Committee at the Jewish Free Loan Association. Cheviot Value Management, LLC is a privately owned registered investment adviser managing over $1 billion in client assets. The firm provides discretionary portfolio management and related services to individuals, trusts, estates, retirement plans, charitable organizations, and certain institutional clients, employing a value-oriented investment approach based on fundamental analysis and diversified risk management.

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.