Kenneth Sleeper is a financial advisor with Sierra Investment Management, LLC, holding a Series 65 designation and 36 years of industry experience. He has been with Sierra Investment Management since 1992 and is also affiliated with Ocean Park Asset Management, where he has worked since 1989. Sierra Investment Management, LLC manages discretionary portfolios for individuals, trusts, estates, pension and profit-sharing plans, and institutional arrangements. The firm employs a rules-based, tactical investment approach focused on quantitative trend-following and team-based decision making, primarily using mutual funds and cash equivalents.

Robert Novell is a financial advisor at Guardian Financial Partners, LLC in Arcadia, CA, holding Series 63 and Series 65 designations with 31 years of industry experience. He previously worked at Novell Investment Management Company, Inc. for 29 years before joining his current firm in 2024. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts, using a fiduciary and client-focused approach with proprietary asset-allocation models and multiple investment strategies.

Lawrence Steinberg Jr. is a financial advisor at Cabin Advisors, LLC with 32 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with several firms, including Berthel, Fisher & Company Financial Services, LPL Financial, and FSC Securities Corporation. Outside of advisory work, he has interests in a professional sports agency and is a non-attorney minority owner of a law firm focused on tax optimization and estate planning. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm offers financial planning, portfolio management, sub-advisory services, and monitoring of variable annuities, utilizing a range of investment approaches and model portfolios developed in-house or by third parties.

Chase Dominguez is a CFP® and Series 65-registered financial advisor with AWM Capital, LLC in Los Angeles, CA. He has five years of industry experience, including a brief tenure with the New Orleans Saints and four years at the University of Utah before joining AWM Capital in 2017. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a multi-team approach and emphasizes liability-driven investing and asset allocation, managing a diverse range of investment vehicles while integrating tax, estate, and insurance planning into its services.

Colm Oboyle is a Series 65-licensed financial advisor with O'Boyle Wealth Management, Inc. in Beverly Hills, CA, where he has worked for 12 years. He has six years of industry experience. O'Boyle Wealth Management serves individuals, trusts, employer retirement plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including discretionary account management, asset allocation, and use of ETFs, derivatives, and leveraged products, and is notable for sponsoring a wrap fee program and managing held-away retirement accounts through Pontera.

Teri Mccasland is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, with 44 years of industry experience. She has been with SFE Investment Counsel for 19 years since 2007. SFE Investment Counsel provides investment advisory services to individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm emphasizes asset allocation and a total-return approach, typically managing concentrated portfolios through fundamental, technical, and cyclical analysis combined with fixed-income laddering to manage risk.

Jackson Steuber is a financial advisor at Foundry Financial LLC in Pasadena, CA, holding a Series 65 designation. He has one year of industry experience and was previously employed in education and the restaurant sector. Foundry Financial provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a risk-based, diversified investment approach using various securities and maintains adviser discretion for client portfolios.

Glen Strauss is a financial advisor at Evolve Private Wealth, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for 22 years before joining Sanctuary Advisors and Sanctuary Securities. Strauss is also a licensed insurance agent involved with Evolve Wealth Insurance LLC. 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 employs a fundamental analysis-based, long-term investment approach and constructs diversified portfolios using low-cost funds, individual securities, independent managers, and alternative investments.

David Tassone is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Avise Financial, joining the firm in 2024 after seven years at Kaye Capital Management and a year at KPMG. Avise Financial serves individual and institutional clients, including high net-worth individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary investment management combined with financial planning, pension consulting, tax preparation, business management, and educational seminars, using a mix of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to develop tailored portfolios.

Corey Barash is a financial advisor at Grant Tani Barash & Altman, LLC with 16 years of industry experience. He holds a Series 65 designation and has been with the firm since 2004. Corey operates within an eight-advisor team based in Beverly Hills, California. Grant Tani Barash & Altman serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and pension/profit-sharing plans as a multi-family office. The firm integrates accounting, tax, and business management services with investment advisory and consulting, typically providing non-discretionary recommendations while delegating most portfolio management to third-party managers.

Amanda Rocca is a financial advisor at Highline Wealth Partners with 27 years of industry experience. She holds a Series 63 designation and has worked at firms including Allworth Financial, AW Securities, Ms Howells & Co, and Hall Private Wealth Advisors. Highline Wealth Partners is a registered investment adviser serving individuals, high-net-worth clients, trusts, foundations, retirement plans, and business entities. The firm offers investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, with portfolio decisions centralized through an Investment Committee and supported by education and technology-driven solutions.

Mercy Grace Mabanag is a financial advisor at Atlantic Investments, a Registered Investment Advisor, Inc., based in Los Angeles, CA. She holds two years of industry experience and previously worked for over four decades at Cedars Sinai. Mercy Grace transitioned from her prior career to the financial advisory field in 2024. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm focuses on retirement, cash-flow, tax, and estate planning, acting as a liaison while performing periodic account reviews without managing client assets directly.

James Schnieders is a CFA® charterholder with 24 years of experience in the financial advisory industry. He has been with Schnieders Capital Management, LLC. since 2002, where he serves as a principal. Schnieders Capital Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a combination of fundamental, technical, qualitative, and quantitative analysis with an emphasis on asset allocation and primarily long-term holdings while maintaining flexibility for short-term strategies.

Joshua Rothstein is a financial advisor at Angeles Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Angeles Wealth Management since 2014. Angeles Wealth Management provides discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm acts as a manager-of-managers, allocating client capital to model portfolios and third-party managers, and incorporates alternative investments through private funds and fund-of-fund structures.

Kenneth Cornutt is a CFP® and PFS™ credentialed advisor at Westside Financial Advisors LLC with nine years of industry experience. He previously operated as a CPA under Kenneth Cornutt CPA for two years before joining Westside Financial Advisors in 2017. Outside of advisory work, he owns Westside Tax and Accounting Services, which provides accounting and tax-related services. Westside Financial Advisors serves individual and high-net-worth clients as well as corporations, focusing on passive investment management primarily through index mutual funds and ETFs. The firm offers discretionary investment management, comprehensive financial planning, and integrates business and employee-benefit planning with tax and accounting considerations.

Ryan Meacham is a financial advisor at Highline Wealth Partners with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Vivaldi Capital Management and Cornerstone Wealth Management. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and various business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are made through a centralized committee and it provides regular portfolio reviews, participant education, and utilizes third-party technology for retirement plan management.

Crystal Jamieson is a financial advisor at Pasadena Private Wealth, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, Stifel Nicolaus & Co Inc, and Wells Fargo Advisors. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, offering asset management, financial planning, retirement plan consulting, and private fund management. The firm employs a fundamental analysis approach with model-driven portfolios and third-party managers, managing over $1.2 billion in assets across multiple offices.

Leonard Smith is a financial advisor at Legacy Investment Strategies, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Crown Capital Securities. Additionally, he is involved with MGM Financial Group, where he provides income tax preparation and accounting services. Legacy Investment Strategies serves individual and high-net-worth clients, as well as small businesses, trusts, estates, pooled vehicles, and charities, offering portfolio management, financial planning, and third-party manager referrals. The firm uses asset allocation and security selection based on fundamental and technical analysis, with regular account reviews and tax-loss harvesting when appropriate.

Forrest Friedow is a financial advisor at Vestia Personal Wealth Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Ausdal Financial Partners Inc. and Larson Financial Securities, LLC. Friedow is involved in multiple business ventures, including managing roles in investment consulting and venture capital entities. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach utilizing in-house management, third-party sub-advisors, and technology solutions, and offers access to alternative investments through a non-discretionary private capital platform.

Mark Cohen is a financial advisor at Westside Investment Management, LLC in Santa Monica, CA, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Westside Investment Management since 2010 and also maintains an affiliation with LPL Financial. Outside of his advisory work, Cohen owns two non-investment-related businesses, Milldog Inc. and Alipony Racing. Westside Investment Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charities, and plan sponsors. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, options strategies, derivatives, and private fund investments, and it participates in select third-party programs such as SEI’s Managed Accounts Program.