George Johnson is a CFP® professional with 21 years of industry experience. He is a principal at Alessandra Capital Management, LLC and has held roles at LPL Financial LLC, Cetera Advisors LLC, and First Allied Advisory Services, Inc. He also manages George Johnson Management Inc., a separate business entity. Alessandra Capital Management, LLC provides discretionary portfolio management, wrap-fee portfolio options, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm customizes advice based on client goals and risk tolerance, employs various analytical methods and tactical strategies, and offers both wrap and non-wrap account structures.

Patrick Jarrell is a financial advisor at NorthWoods Financial Partners LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill and Emerson Equity LLC. NorthWoods Financial Partners LLC, founded in 2024, provides discretionary and non-discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services primarily to individual clients. The firm employs a variety of investment strategies tailored to client goals, with accounts reviewed quarterly.

Scott Leonard is a CFP® with 29 years of experience in the financial services industry. He has been with Navigoe, LLC since 2013, where he serves as one of two advisors. Navigoe, LLC is a fee-only wealth management firm that serves high-net-worth individuals, business owners, and retirement plans. The firm manages approximately $341.8 million for about 157 clients, offering comprehensive financial planning, discretionary investment management, 401(k) plan consulting, and trust representative services. Navigoe’s investment approach focuses on strategic asset allocation using mutual funds and ETFs, with ongoing supervision and rebalancing under discretionary authority.

Glen Park is a CFP® professional with over 32 years of experience in the financial services industry. He has been with Park Capital Group, Inc. since 2012 and has also worked with LPL Financial, LLC since 2010. In addition to his advisory work, Park is a licensed real estate agent and serves as Secretary of the nonprofit organization American Dream Builders. Park Capital Group, Inc. serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans with services such as discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses firm-developed model portfolios and a variety of analytical methods to tailor investment strategies, and it emphasizes participant education and seminars for plan participants.

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 with Meridian Venture Partners, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at several firms including Universal Wealth, Vantage Financial Alliance, and Transamerica Financial Advisors. Outside of her advisory role, she is co-owner and administrative assistant at Diamond Senior Living, where she assists with scheduling and procuring supplies. Meridian Venture Partners, Inc. provides portfolio management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm employs multiple methods of analysis and offers a diverse range of investment strategies, including cryptocurrency exposure and specialty investments such as real-estate and venture capital funds.

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 with Southern California Wealth Management Associates and holds a Series 63 designation. He has 44 years of industry experience, including prior roles at Emerson Equity LLC, Sandlapper Securities, Sandlapper Wealth Management, Financial West Group, and Citigroup Global Markets. Southern California Wealth Management Associates serves individual and high-net-worth clients with ongoing portfolio management and client-specific Investment Policy Statements. The firm uses various analytical methods and a mix of long-term and short-term strategies across mutual funds, ETFs, fixed income, real estate funds, private placements, and insurance products.

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 a financial advisor at Envision Capital Management Inc with Series 63 and Series 65 credentials. He has been with Envision Capital Management since 2020 and has experience dating back to 1987 as a small business consultant and CPA, with additional involvement in a writers resource group since 1999. Envision Capital Management provides discretionary portfolio management exclusively for individual clients, primarily high-net-worth individuals. The firm emphasizes fixed-income and other marketable securities, using fundamental and technical analysis to develop tailored investment policies and manages approximately $334 million across 226 client accounts.

Dante Sanchez is a financial advisor at EFC Wealth Management Firm LLC in Los Angeles, CA, with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Sanchez is also a licensed insurance agent in multiple states, supplementing his financial planning services with accident, health, life, and variable insurance products when appropriate. EFC Wealth Management Firm, LLC provides discretionary asset management, financial planning, and retirement plan advisory services to individuals and plan sponsors. The firm employs fundamental, technical, and charting analysis, offers educational seminars and a subscription coaching program, and utilizes sub-advisors to implement model strategies tailored to clients’ goals and risk tolerance.

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.

Roy Emanuel is a Series 65-licensed financial advisor with Dauntless Advisory, LLC, based in Torrance, CA. He has one year of experience in financial advising and concurrently holds a position at Johns Hopkins University Applied Physics Laboratory, where he has worked for over 17 years. Dauntless Advisory provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, and charitable organizations, employing a combination of cyclical and fundamental analysis, modern portfolio theory, and quantitative tools in a fiduciary capacity.