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 with JSF Financial, LLC in Los Angeles, holding a Series 63 designation and over 32 years of industry experience. He has been with JSF Financial since 1996 and is also involved with Fishman Capital Group Inc., where he is engaged in insurance sales. Fishman serves on the board of Washington University in St. Louis Hillel and is a trustee for the Steele Foundation. JSF Financial provides discretionary investment management, financial planning, and wealth management services to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm manages approximately $1.97 billion across nearly 800 client relationships, employing bespoke portfolio management and model asset-allocation strategies with ongoing due diligence for third-party managers and private investment funds.

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.

Caiying Wu is a financial advisor at RVW Wealth LLC with 14 years of industry experience. She holds a Series 65 designation and has worked at Allan Rosenthal Associates AC since 2010, where she is also employed full-time as an accountant. Wu joined RVW Wealth in 2026 and is based in Los Angeles, CA. RVW Wealth provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm employs a fundamental research approach and primarily utilizes ETFs and mutual funds for equity exposure alongside fixed-income securities.

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 one year of industry experience. She holds a Series 65 designation and has worked with Cheviot Value Management since 2024. Outside of her advisory role, she has provided academic tutoring for nearly two decades. Cheviot Value Management is a privately owned registered investment adviser that offers discretionary portfolio management and related services to individuals, trusts, estates, retirement participants, charitable organizations, and certain institutions. The firm employs a value-oriented investment approach grounded in fundamental analysis and uses a mix of strategies including tactical asset allocation and absolute-return techniques to manage risk and optimize portfolios.

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.

Ethan Gahm is a financial advisor at AWM Capital, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining AWM Capital, he worked in various roles including positions at Blue Palm Cafe and Franco Realty Group. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm employs a multi-team approach focused on liability-driven investing and asset allocation, offering financial planning, retirement advice, business consulting, and asset management through an open-architecture platform.

Nicholas Frattali is a financial advisor at HS Wealth Partners with one year of industry experience. He holds a Series 65 designation and has worked at TigerOak Management, L.L.C. since 2024. In addition to his advisory role, he manages a tax preparation and planning business, Frattali and Company. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates, providing discretionary investment management and comprehensive financial planning. The firm emphasizes a long-term, fundamental investment approach and acts as a fiduciary while offering portfolio supervision and retirement distribution guidance.

Gahng Choi is an advisor with Westside Financial Advisors LLC in Los Angeles, CA, with one year of industry experience. Prior to joining Westside Financial Advisors, Choi worked at EY for five years and PwC for four years. He is also affiliated with TSMG Solutions LLC. Westside Financial Advisors serves individual and high-net-worth clients as well as corporations, providing discretionary investment management and comprehensive financial planning. The firm primarily employs a passive investment approach using index mutual funds and ETFs, often delegating portfolio implementation to a recommended third-party manager.

Alan Toman is a financial advisor with Regal Investment Advisors LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Regal Investment Advisors since 2018 and has prior experience with Lincoln Financial Securities Corporation and Bankers Life. Outside of his advisory role, Toman is active in the insurance sector, offering accident and health insurance, fixed and indexed annuities, and traditional life insurance products through American Senior Benefits and as an insurance agent. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and other registered advisers, serving a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios across various asset classes, with advisers selecting allocations and granting Regal authority to implement and manage strategies.

Megan Montes is a financial advisor at SEIA in Los Angeles, CA, holding a Series 66 designation with nine years of industry experience. Her work history includes roles at SES LLC, UBS Financial Services Inc., and TD Ameritrade. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments in its investment process and offers a mix of discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and investment consulting services.

Kingsley Choi is a financial advisor at SteelPeak Wealth, LLC with 10 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Transglobal Advisory, LLC and Charles Schwab, as well as operating Otaku Coffee Lab, LLC for three years. SteelPeak Wealth serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and family offices. The firm provides financial planning, discretionary portfolio management, and access to alternative investment strategies through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Germon Mosley is a financial advisor at RBC Securities, Inc. with eight years of industry experience. He holds the Series 66 designation and has previously worked at City National Securities, Inc., UnionBanc Investment Services LLC, Citigroup, and Union Bank. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that constructs and implements asset allocation strategies using mutual funds, ETFs, SMAs, and individual securities.

Andrew Jacobson is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, holding Series 63 and Series 65 credentials with 28 years of industry experience. He has worked at SteelPeak Wealth Management since 2017, and prior to that spent four years with Wells Fargo Clearing and Wells Fargo Advisors LLC. SteelPeak Wealth serves a diverse client base including individuals, pension plans, trusts, family offices, and registered investment companies. The firm provides financial planning, retirement consulting, discretionary portfolio management, and access to alternative investment strategies, employing proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.