Jeffrey De Larme is a CFP® and CFA® with 18 years of experience in financial advisory. He is currently with DeLarme Wealth Management, Inc., where he has worked since 2016. He also teaches an Investment Planning course at UCLA Extension. DeLarme Wealth Management provides discretionary and non-discretionary investment management, financial planning, adviser selection, and pension consulting for individuals, business entities, charitable organizations, and retirement plans. The firm’s investment approach includes diversification, risk-based allocations to no-load mutual funds and ETFs, and the use of options strategies, along with pension consulting services and an ERISA fiduciary role.

Tiffany Delarosa is a financial advisor at Meridian Venture Partners, Inc with three years of industry experience. She holds the Series 63 and Series 65 licenses and is also a licensed insurance agent with Universal Wealth. In addition to her advisory role, she is co-owner and administrative assistant at Diamond Senior Living. Meridian Venture Partners, Inc provides portfolio management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm uses a variety of analytical methods and offers a range of investment strategies, including discretionary portfolio management, cryptocurrency exposure, and specialty investments such as real-estate funds and venture capital.

Terrance Mcguire is a financial advisor at Ridgewood Investments with 14 years of industry experience. He holds a Series 65 designation and has been with Ridgewood since 2012. Mcguire serves as President and majority owner of Dividend Research and Management Inc and acts as trustee and manager for several family-related entities. Ridgewood Investments provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, foundations, and other entities. The firm uses fundamental research, proprietary models, and a long-term investment approach, and is notable for managing multiple private pooled investment vehicles across diverse strategies.

Bruce Colin is a CFP® professional with 20 years of experience in financial advising. He has been the sole advisor at Bruce Colin and Company since 1997 and previously worked for over three decades with the Palos Verdes Peninsula Unified School District. Bruce Colin and Company provides fee-only financial planning and investment management services to individuals, families, business owners, and retirees. The firm emphasizes broad diversification, passive global asset exposure, low costs, and tax efficiency, managing a substantial asset base primarily on a non-discretionary basis with client approval required for trades.

Marc McClure is a CFA® charterholder with eight years of industry experience. He is currently with ConvexBeta Investments, LLC, where he has worked since 2021. Prior to that, he was with Xebec Investment Advisors and PFM Asset Management LLC. ConvexBeta Investments provides discretionary and non-discretionary portfolio management for individual investors, trusts, IRAs, and small businesses. The firm employs an active, tax-aware investment process that combines strategic allocation with quantitative screening, tax-loss harvesting, and cost management through low-cost ETFs and individual securities.

Matthew Drehs is a financial advisor with Legacy Financial Group in Torrance, CA, holding a Series 66 designation and over 24 years of industry experience. He has held roles at firms including Sagepoint Financial and H.D. Vest Advisory Services. Drehs serves as Chairman of the Finance Board and President of the First Evangelical Lutheran Church of Torrance, a nonprofit religious organization. Legacy Financial Group provides financial planning, asset allocation, and portfolio management to individuals, trusts, and estates, using model-based allocation and third-party platform solutions grounded in Modern Portfolio Theory. The firm manages approximately $20 million across three advisors and acts as a wrap fee program sponsor and portfolio manager across multiple wrap programs.

Srdjan Nastasic is a financial advisor at Augustus Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial and Telenor. Augustus Wealth provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and small businesses. The firm uses a combination of fundamental, technical, quantitative, and sector analysis to create tailored asset-allocation strategies and employs both long- and short-term trading approaches, including borrowing and option strategies within separately managed accounts.

Ann Cooper is a CFP® and holds a Series 66 license with over 13 years of experience in the financial services industry. She has worked with Legacy Financial Group since 2015 and has prior experience at SagePoint Financial. Cooper also serves as a co-trustee on a family trust, reviewing and managing the account. Legacy Financial Group provides financial planning, asset allocation, and portfolio management for individuals—including high-net-worth clients—as well as trusts and estates. The firm uses model-based allocations grounded in Modern Portfolio Theory and partners with third-party platforms like SEI and Vision2020 to construct and manage portfolios, offering both discretionary and non-discretionary management across various wrap fee programs.

Scott Ozer is a financial advisor at Southern California Wealth Management Associates with 44 years of industry experience. He holds a Series 63 designation and has worked at Emerson Equity LLC and Sandlapper Securities, LLC prior to joining his current firm. Southern California Wealth Management Associates serves individual and high-net-worth clients with portfolio management and client-specific Investment Policy Statements. The firm manages approximately $34 million across 115 client accounts, using a variety of analytical methods and both long- and short-term trading strategies.

Russell Kartub is a CFA® charterholder and holds a Series 65 license, with 12 years of experience in the financial industry. He has been with Insight Investment Counsel since 2014. Insight Investment Counsel is a SEC-registered advisory firm that provides discretionary portfolio management and investment advice to individuals, pension and profit-sharing plans, charitable organizations, corporations, and other investment advisers. The firm employs a mix of asset allocation, fundamental analysis, and mutual fund/ETF evaluation, using both long- and short-term strategies with regular account reviews and rebalancing.

Christopher Malburg is an advisor at Envision Capital Management Inc. with Series 65 and Series 63 credentials and six years of experience at the firm. His professional background includes roles as a CPA since 1990, a small business consultant since 1987, and work with Writers Resource Group, Inc. since 1999. Envision Capital Management provides discretionary portfolio management primarily for high-net-worth individual clients. The firm manages approximately $334 million across 226 accounts, focusing on fixed-income and marketable securities through fundamental and technical analysis, with an investment approach emphasizing longer-term holdings supported by a two-person advisory team.

Dante Sanchez is a financial advisor at EFC Wealth Management Firm LLC in Los Angeles, CA, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining EFC Wealth Management, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Sanchez is also a licensed insurance agent in multiple states, providing accident, health, life, and variable insurance as a supplemental service within his financial planning practice. EFC Wealth Management Firm, LLC offers discretionary asset management, financial planning, and retirement plan advisory services to individuals and plan sponsors, along with educational seminars and a subscription coaching program for investors not yet qualifying for full asset management. The firm employs a combination of fundamental, technical, and charting analysis and uses sub-advisors to implement model strategies on a discretionary basis.

Ryan Peabody is a financial advisor at Sharper & Granite LLC with nine years of industry experience. He holds a Series 65 designation and has been with Sharper & Granite since 2016. Sharper & Granite LLC provides portfolio management services to individuals, high-net-worth individuals, trusts, and retirement plans. The firm employs a top-down, asset-allocation strategy focusing on low-cost, tax-efficient index ETFs and mutual funds, and permits the use of margin in managed accounts.

Tammy Trenta is a CFP® with 21 years of industry experience, currently serving at Family Financial. Her prior roles include positions at Creative Planning and Running Point Capital Advisors. In addition to her advisory work, she is involved in tax and accounting services through FF Business Management LLC and is an author affiliated with the Institute for Financial Empowerment. Family Financial is an SEC-registered investment adviser offering discretionary wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, and small businesses. The firm uses a primarily long-term investment approach with portfolios constructed from ETFs, mutual funds, individual securities, and digital currency, and incorporates borrowing and derivatives strategies that are relatively uncommon among peers.

Gregory Alessandra is a financial advisor with Alessandra Capital Management, LLC in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at LPL Financial, Cetera Advisors LLC, and First Allied Advisory Services, as well as managing his independent firm since 1999. Alessandra Capital Management, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and other business entities. The firm offers tailored portfolios using model strategies, tactical asset allocation, and various investment vehicles, alongside financial planning services delivered through written plans, projects, or consulting engagements.

Michelle Miller is a financial advisor at DeLarme Wealth Management, Inc. with six years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. before returning to DeLarme Wealth Management. DeLarme Wealth Management offers discretionary and non-discretionary investment management, financial planning, third-party adviser selection, and pension consulting for individuals, businesses, charitable organizations, and retirement plans. The firm employs a risk-based investment approach grounded in modern portfolio theory, utilizing diversified portfolios of mutual funds, ETFs, and other asset classes, along with documented use of derivatives and options strategies.

Alfred Walsh is a financial advisor at Malaga Cove Capital, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Malaga Cove Capital since 2008. The firm provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. Malaga Cove Capital focuses on capital growth through a primarily equity-focused, long-term buy-and-hold strategy supplemented by active management and periodic rebalancing.

Tina Herrera is a financial advisor at Sharper & Granite LLC in El Segundo, CA, holding a Series 65 designation with six years of industry experience. She has been with Sharper & Granite since 2014. Sharper & Granite provides comprehensive portfolio management to individuals, high-net-worth clients, trusts, pensions, and profit-sharing plans, managing approximately $318 million on a discretionary basis. The firm utilizes a top-down asset allocation approach focused on low-cost, tax-efficient index ETFs and no-load index mutual funds, employing statistical methods to estimate efficient frontier allocations.

Sean Miot is a financial advisor with Park Capital Group, Inc. in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Park Capital Group in 2022, he worked at LPL Financial and Cowen Prime Services, and he serves as a board member for Liquid Lung Dx, participating in corporate strategy discussions. Park Capital Group, Inc. serves individual and pension/profit-sharing clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment analysis methods and offers participant education seminars alongside discretionary management of held-away participant accounts through a third-party platform.

Eric Imley is a CFP® with 11 years of industry experience. He is currently an advisor at Soaring Investment Management, LLC and previously worked at EWG Elevate dba Protection Point Advisors and Cambridge Investment Research Advisors, Inc. He also operated Eric Imley Real Consulting for four years. Soaring Investment Management advises individual and high-net-worth clients, providing discretionary portfolio management and financial planning services. The firm employs multiple methods in portfolio construction, including fundamental, technical, and quantitative analysis, and manages approximately $112.5 million in discretionary assets across around 171 client relationships.