James Ellis is a financial advisor at J K R & Company, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J K R & Company since 1999. Outside of his advisory work, he operates a sole proprietorship that sells term insurance and conducts presentations. J K R & Company functions as a team investment adviser and broker-dealer serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $136 million in client assets and advising on about $179 million in retirement plan assets.

Peter Bohlen is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, holding a Series 65 credential. He joined the firm in 2026 and has prior experience in film and television production. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients with a focus on asset allocation and a total-return investment approach. The firm manages concentrated portfolios using fundamental, technical, and cyclical analysis combined with fixed-income laddering to manage risk.

Mark Paul Juloya is a financial advisor with Syndicated Capital, Inc., holding a Series 66 license and 16 years of industry experience. Prior to joining Syndicated Capital in 2022, he worked at Creative Benefits, Inc. and Ameritas Life Insurance Corp. Juloya has been involved in benefits consulting and fixed insurance sales to business owners and their employees. Syndicated Capital, Inc. provides money management, portfolio management, and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm manages assets on both discretionary and non-discretionary bases, offering customized advisory programs tailored to clients’ objectives and risk tolerance.

Katrina Soelter is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Avise Financial. Her prior experience includes roles at KCS Wealth Advisory and Wells Fargo Advisors, among others. Avise Financial serves individual and institutional clients with tailored discretionary investment management and comprehensive financial planning, utilizing a mix of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory. The firm offers a range of services including pension consulting, tax preparation, business management, and educational seminars.

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.

Shanshan Wang is a financial advisor at Griffinest Asia Asset Management, LLC with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Griffinest Asia Securities, LLC since 2011. Outside of finance, Wang serves as Secretary of Taste Memory Corp, a food catering and provider business. Griffinest Asia Asset Management offers discretionary portfolio management and investment advisory services primarily for high-net-worth and qualified clients, as well as corporate and institutional accounts. The firm customizes portfolios based on client risk tolerance and objectives, implementing strategies across a broad range of securities and conducting quarterly portfolio reviews.

John Odell is a CFP® professional with 36 years of experience in the financial services industry. He is a principal at Arroyo Investment Group, LLC in Pasadena, CA, where he has worked since 1995, and has held roles at related firms including Capital Research Brokerage Services, LLC and Capital Research & Consulting LLC. Outside of his advisory work, he is a managing partner of a non-investment property known as Diamond L Ranch. Arroyo Investment Group is a fee-only investment management and financial planning firm serving individuals and institutional clients such as pension plans, trusts, and charitable organizations. The firm uses a discretionary, model-driven approach focusing on no-load mutual funds and provides regular portfolio reviews and performance reporting.

Peter Chen is a financial advisor at Stonemark Wealth Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Stonemark (formerly Wespac Advisors SoCal LLC) since 2011 and with The Leaders Group Inc. since 2014. Stonemark Wealth Management is a team-based registered investment adviser providing discretionary portfolio management, financial planning, and consulting services to individuals, trusts, and retirement plans. The firm manages approximately $610 million across nearly 400 client relationships and employs customized model portfolios combined with fundamental and technical analysis, including option strategies and selective use of leveraged ETFs.

Nga Ho is a financial advisor at Monarch Wealth Strategies with 19 years of industry experience. He holds a Series 65 designation and previously worked at PDV Financial Management for 21 years before joining Monarch in 2024. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, and institutional clients. The firm combines ongoing portfolio management with tailored planning services, utilizing a range of investment strategies and instruments.

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.

Jeffrey Fishman is a financial advisor at JSF Financial, LLC with 32 years of industry experience. He holds a Series 63 designation and has been affiliated with JSF Financial since 1996. Fishman is also involved as a trustee and board member for nonprofit organizations, including the Steele Foundation and Washington University in St. Louis Hillel. 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, model portfolios, and quantitative analysis to customize investment strategies and manages approximately $1.73 billion in client assets.

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.

Aaron Goldberg is a CFP® with nine years of industry experience, currently serving as a financial advisor at AWM Capital, LLC since 2020. His prior experience includes roles at Independent Financial Group and Lincoln Capital. AWM Capital is a fee-based registered investment adviser that serves high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 24 advisors. The firm emphasizes liability-driven investing and asset allocation using a range of investment vehicles, including mutual funds, ETFs, and private placements, while integrating tax and estate planning into its services.

Lionel Tapiero is a financial advisor with Highline Wealth Partners, holding a Series 65 designation and 12 years of industry experience. Prior to joining Highline Wealth Partners in 2020, he worked at Stackin Financial, LLC and Logica Capital Advisers, LLC. Outside of advising, he serves as Sales Vice President at Transunion LLC, where he leads a sales team and oversees product strategy and analytics. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm centralizes portfolio decisions through an Investment Committee and provides participant education and enterprise support services, combining these with private real estate offerings and family office capabilities.

Carlos Perez is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA, with six years of industry experience. He holds a Series 65 designation and has been working with Perez Company since 1997. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other business entities. The firm provides discretionary portfolio management, participant account management, and standalone financial planning, using a combination of fundamental, technical, and cyclical analysis tailored to each client.

Reed Bender is a Series 65-licensed advisor with Robert L. Bender, Inc. dba Robert Bender & Associates in Pasadena, CA. He has been with the firm since 1997. Robert Bender & Associates provides asset and portfolio management services to individual investors, high-net-worth individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs a combination of fundamental and technical analysis and manages over $510 million in discretionary assets with a focus on suitability, rebalancing, and tax-loss harvesting.

Jonathan Rugg, CFA, is a financial advisor with Highline Wealth Partners and has 15 years of industry experience. He has been with Highline and its predecessor entities since 2016. In addition to his advisory role, Mr. Rugg is the co-founder and CEO of Altirr Inc., a financial industry services technology company providing alternative investment analysis and reporting tools. He also serves as Founder, President, and CCO of Highline Asset Management and is involved in various affiliated investment and management entities. Highline Wealth Partners is a registered investment adviser serving individuals, trusts, foundations, retirement plans, and business entities. The firm provides investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, utilizing a centralized Investment Committee to oversee portfolio decisions and deliver regular client reporting.

Catherine Siphron is a financial advisor at Cheviot Value Management, LLC with a Series 65 credential and one year of industry experience. She has been affiliated with Cheviot Value Management since 2024 and has provided academic tutoring since 2004. Cheviot Value Management offers discretionary investment management and advisory services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach with fundamental analysis and diversification, complemented by additional services such as written financial planning and budget coaching.

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.