Daniel Schniedwind is a CFA® charterholder with 10 years of experience in the financial industry. He has worked at AMI Asset Management Corp since 2019 and previously at Segall Bryant & Hamill for four years. Schniedwind is based in Los Angeles, CA, and holds a Series 65 license. AMI Asset Management provides discretionary portfolio management to individual and institutional clients, managing equity and fixed-income strategies through separately managed accounts, wrap programs, and model portfolios. The firm applies a fundamental, bottom-up research process across multiple core strategies and serves as a private fund adviser and manager of pooled vehicles.

Joshua Sehwani is a financial advisor at Evolve Private Wealth, LLC with a Series 65 credential and two years of industry experience. Before joining Evolve Private Wealth in 2024, he held positions at T-Mobile, Anschutz Entertainment Group, Nike, and San Francisco State University. Evolve Private Wealth provides wealth management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $2.15 billion in assets, emphasizing a long-term investment approach that incorporates fundamental analysis, diversified portfolios, independent managers, alternative investments, and the use of artificial intelligence tools for research and risk monitoring.

Benjamin Lincoln is a Series 66-licensed advisor with 22 years of industry experience. He has been with Redwood Wealth Management, LLC since 2014 and serves as the firm's president. In addition to his advisory role, he is involved in a non-investment business activity related to bill payment services. Redwood Wealth Management provides discretionary portfolio management and financial planning to individuals, corporations, and other entities. The firm uses a client questionnaire to develop tailored investment policies and employs a combination of fundamental, technical, and cyclical analysis in its investment process.

Joshua Miller is an advisor at Regatta Capital Group, LLC and holds the Series 65 and Series 66 designations. He has been with Regatta Capital Group since 2026. Prior to entering the financial industry, he worked in various roles within the entertainment and production sectors, including positions at Ventura Canyon Productions, Bron Studios, and Amazon Studios. Outside of his advisory work, he remains involved with Ventura Canyon Productions. Regatta Capital Group serves a diverse client base including individual and high-net-worth clients, institutions, and charitable organizations. The firm uses a long-term, fundamental analysis approach to portfolio construction, offering services such as wealth management, financial planning, retirement plan advisory, and digital-asset account facilitation.

Armen Keheyan is a financial advisor at Evolve Private Wealth, LLC in Los Angeles, CA, holding a Series 66 designation with 10 years of industry experience. His prior positions include roles at Morgan Stanley & Co. LLC and Wedbush Securities Inc. He is also licensed as an independent insurance agent but does not dedicate time to this activity. Evolve Private Wealth serves individuals, high-net-worth clients, trusts, and other entities, managing approximately $2.15 billion in assets. The firm employs a fundamentally driven, long-term investment approach, utilizing diversified portfolios of mutual funds, ETFs, individual securities, and alternative investments supported by AI decision tools.

Nathan Brummel is a financial advisor at Sierra Investment Management, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2016 to 2023. Sierra Investment Management, LLC is an SEC-registered advisory firm that manages discretionary portfolios for individuals, trusts, estates, pension and profit-sharing plans, and certain institutional clients. The firm employs a rules-based, tactical investment process focused on quantitative trend-following and sell discipline, implementing portfolios primarily through mutual funds and cash equivalents.

William Broder is a Series 65-licensed financial advisor with 26 years of industry experience. He is a principal at BMB Advisers LLC, where he has worked since 1999, and also serves as a shareholder and officer at Freedman Broder & Company, an accounting practice operating since 1965. Broder works full time in the accounting firm while providing advisory services at BMB Advisers. BMB Advisers primarily serves high-net-worth individuals in the entertainment industry and their related trusts, estates, and retirement accounts. The firm offers direct portfolio management alongside a referral-based Independent Advisor Program and employs a long-term investment approach favoring passive equity exposure through mutual funds and ETFs.

Richard Ward is a CFA® charterholder with 18 years of industry experience. He has been with Curated Wealth Partners, LLC since 2018 and previously worked at Deutsche Bank from 2015 to 2018. Richard holds Series 63 and Series 65 licenses. Curated Wealth Partners serves ultra–high‑net‑worth individuals, families, and related entities by providing holistic wealth management and consulting across public and private markets. The firm offers customized advice with a focus on portfolio construction, manager selection, private market investing, and family office services.

Christopher Siraganian is a Certified Financial Planner (CFP®) with 10 years of experience in the financial advisory industry. He has been with First Financial Consulting since 2016. First Financial Consulting provides financial planning and investment consulting services to individuals, families, trusts, estates, and closely held businesses. The firm offers customizable project-based or ongoing services and focuses on non-discretionary advice, with clients retaining custody of their assets and directing implementation.

Annalisa Flore is a financial advisor at Tamar Securities, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Rosland Capital LLC and AMI Asset Management Corporation. Tamar Securities, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.52 billion in discretionary assets through a multi-advisor team of 17, utilizing proprietary model programs that incorporate global value and sector analysis across various asset classes.

Jonathan Ezra is a financial advisor at Tamar Securities, LLC with seven years of industry experience. He holds a Series 65 designation and has professional experience including roles at California State University, Northridge, Santa Monica College, and Tulane University. Tamar Securities, LLC provides discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.52 billion in discretionary assets for about 4,198 clients through a multi-advisor team of 17, utilizing proprietary model programs that combine global value and sector analysis with both qualitative and quantitative screening.

David Nash is a Wealth Advisor at Parkwoods Wealth Partners, a fiduciary, fee-only financial planning firm. He works with tech employees, executives, and high-earning families to bring clarity and confidence to their financial lives. Drawing on a wide range of experience — from earning his MBA in Finance at UCLA Anderson to roles in investment banking at Barclays and as a Regional Director at Dimensional Fund Advisors — David helps clients make informed, thoughtful decisions about their wealth. His background allows him to understand the complex benefits and financial opportunities that come with working at innovative companies. David’s planning focuses on what matters most to busy professionals and growing families: optimizing taxes for retirement, making the most of equity compensation, and building strong estate and education plans. His approach is personal and practical, meeting each client where they are and helping them move toward their long-term goals with confidence. Above all, David believes financial advice should be clear and empowering. He takes time to explain options, guide decisions, and provide support as life and wealth evolve.

Matthew Heller is a financial advisor at HCR Wealth Advisors in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Port Films, Walt Disney Company, NZK Productions, Warner Bros. Entertainment, and Royal Caribbean Group. HCR Wealth Advisors provides discretionary portfolio management, financial planning, and consulting to individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and other businesses. The firm uses a combination of fundamental and technical analysis with both long- and short-term strategies, managing nearly $2 billion in client assets across a team of ten advisors.

Christopher Blassick is a CFP® with eight years of industry experience, currently serving at Fort Point Capital Partners LLC. He previously worked at Camden Capital and Salem Partners. Blassick is also a managing director at Fort Point Capital, focusing on investment advisory services for high-net-worth clients. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm emphasizes risk management through global diversification, active oversight, tax-aware strategies, and operates a multi-series private investment program investing across alternative yield, growth equity, real estate, and credit strategies.

Howard Altman is a Series 65–licensed financial advisor with Grant Tani Barash & Altman, LLC, based in Beverly Hills, CA. He has 16 years of industry experience and has been with Grant Tani Barash & Altman in its various forms since 1992. Grant Tani Barash & Altman serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and pension/profit-sharing plans. The firm operates as a multi-family office providing integrated business management services alongside investment advisory and consulting, typically acting as a liaison to third-party investment managers.

Kenneth Kilpo is a financial advisor at Windward Capital Management Company in Los Angeles, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at Windward since 2003 and previously at S.L. Reed & Company for 26 years. Kilpo serves as a Managing Director at Windward Capital Management Company. Windward Capital Management Company provides discretionary portfolio management to individual and high-net-worth clients, as well as pension consulting and education services to employee benefit plans. The firm employs various investment strategies driven by firm models and sub-advisers, managing approximately $1.86 billion in assets with a small advisory team.

John Eing is a CFP® and Series 65-licensed advisor with 10 years of industry experience. He has worked at Quantum Financial Advisors, LLC since 2022 and previously spent seven years at Abacus Wealth Partners. Quantum Financial Advisors 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 process focusing on mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable strategies with access to institutional-class funds and specialized investment instruments.

Axel Hsu is a financial advisor at Curated Wealth Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining Curated Wealth Partners, he worked at Parametric Portfolio Associates and has held various roles in different organizations including the University of Washington and Selman Breitman LLP. Curated Wealth Partners serves ultra–high‑net‑worth individuals and their families, along with related entities such as trusts, estates, and charitable organizations. The firm offers holistic wealth management and consulting across public and private markets, providing customized advice and expanded family office services through a small advisory team managing over a billion dollars in client assets.

Barbara Moreno is a financial advisor at Evolve Private Wealth, LLC with 10 years of industry experience. She holds the Series 66 designation and previously worked at Sanctuary Advisors, LLC, Sanctuary Securities, Inc., and Merrill. Evolve Private Wealth, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets and employs a long-term investment approach that includes diversified portfolios of low-cost mutual funds, ETFs, individual equities, bonds, and alternative investments, supplemented by third-party AI decision-support tools.

Seta Keshishian is a CFP®-certified financial advisor with seven years of industry experience, currently with JSF Financial, LLC in Los Angeles, CA. She has worked at Mid Atlantic Capital Corporation and JSF Financial since 2018 and has been affiliated with UCLA since 2016. In addition to her advisory role, she serves as president of SK Financial Planning Corp, a personal services corporation, and works as a licensed agent for life and long-term care insurance sales. 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 and model portfolios, conducts due diligence on private investment funds, and offers expanded wealth-management services including philanthropic planning.