Lianna Kzirian is a financial advisor at Pacific Global Investment Management Company, holding a Series 65 credential with 10 years of industry experience. She has worked at Pacific Global since 2016, following brief roles at California Financial Partners and LPL Financial from 2015 to 2016. Pacific Global Investment Management Company serves individual investors—including both high-net-worth and non-HNW clients—pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm employs a value-oriented and core equity investment approach supported by fundamental research and proprietary screening.

David Garelick is a CFP® with 29 years of experience in the financial advisory industry. He is a founding advisor at Global Financial Advisory Services, Inc., where he has worked since 1997. In addition to his advisory role, Garelick is president of Global Business Management, a family office providing business management services to high-net-worth individuals, and president of Global Tax and Accounting, offering tax preparation and bookkeeping services. He also serves as a board member and treasurer of The Canet Foundation, a private foundation. Global Financial Advisory Services, Inc. provides investment advisory and retirement-plan consulting to individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes long-term asset allocation strategies using ETFs, institutional mutual funds, and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Maria Babilonia is a CFP® professional with nine years of industry experience, currently serving as an advisor at JDM Financial Group LLC since 2016. In addition to her advisory role, she is an insurance agent involved with various insurance agencies, dedicating approximately 10% of her time to this activity. JDM Financial Group primarily serves high-net-worth individuals, corporations, and other financial institutions, offering discretionary portfolio management, financial planning, and consulting services. The firm employs an asset-allocation framework favoring mutual funds and ETFs, integrates fundamental and behavioral finance analysis, and provides both wrap-fee and non-wrap advisory services.

Preston Kiledjian is a financial advisor at OwlSense Wealth & Legacy Advisors LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Ohnstead, Kiledjian, and Kush, as well as operating as self-employed prior to joining his current firm. Outside of advisory work, he is a Field Sales Representative at Lawson Products, Inc., a company specializing in the sales and distribution of industrial maintenance and repair supplies. OwlSense Wealth & Legacy Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing non-discretionary portfolio management, pension consulting, financial planning, and selection of third-party advisers. The firm uses a combination of fundamental, quantitative, technical, charting, and modern portfolio theory analyses and manages assets primarily through mutual funds, ETFs, fixed income, REITs, private placements, and insurance products.

Paul Cohen is a financial advisor at Marest Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including ChangePath, LLC and Partnervest Advisory Services, LLC. Outside of his financial advisory work, Cohen is president of TWC Sports Management, a company representing professional athletes. Marest Capital, LLC serves individual and high-net-worth clients by providing discretionary portfolio management and referrals to third-party money managers. The firm combines asset allocation with fundamental and sector analysis and manages approximately $240 million for 67 clients.

Justin Krane is a CFP®-certified financial advisor with 28 years of industry experience. He is a principal at Krane Financial Solutions, where he has worked since 2010, and previously operated Kranestorming, LLC from 2015 to 2023. Krane Financial Solutions provides investment management, financial and retirement planning, qualified retirement plan advisory, and business consulting/CFO services to individuals, retirement plans, trusts, and business clients. The firm combines tactical allocation with fundamental and technical analysis and offers a Financial Life Experience™ program, business consulting, and public speaking engagements alongside its portfolio management and planning services.

Lauren Trumbull is a financial advisor at Krane Financial Solutions and holds the Series 65 designation. She has two years of industry experience and has worked in various roles across multiple sectors, including prior positions at Howa, Curtis DMD, and Red Bull North America. Krane Financial Solutions provides investment management, financial and retirement planning, and consulting services to individuals, qualified retirement plans, trusts, estates, and business clients. The firm employs a tactical allocation strategy using both fundamental and technical analysis to create customized portfolios and offers education-focused features such as plan participant seminars and client newsletters.

Stephen Callahan is a financial advisor with Callahan & Callahan Asset Management, Inc. in Woodland Hills, CA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Callahan & Callahan Asset Management since 2002. Callahan & Callahan Asset Management provides non-discretionary portfolio management and advisory services to individuals, trusts, estates, corporations, small business owners, and institutional clients. The firm uses a client profile process to tailor diversified portfolios and combines charting, fundamental and technical analysis with an asset-allocation focus.

Kyle Schauer is a financial advisor at Schauer Investment Management, Inc. with 5 years of industry experience. He holds a Series 65 designation and has been involved with Schauer Investment Management since 2014. Outside of financial advising, he works as a freelance musician. Schauer Investment Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm focuses on fundamental analysis and long-term trading, managing client accounts directly rather than outsourcing to third-party managers.

Benjamin Cohen is a financial advisor at Marest Capital, LLC with two years of industry experience. He holds a Series 65 designation and has a background in real estate, working as a realtor with Levine Realtors since 2022. Prior to joining Marest Capital in 2023, he also worked at SBH Real Estate and Coldwell Banker. Marest Capital, LLC advises individual and high-net-worth clients, providing discretionary portfolio management through a wrap comprehensive portfolio management program and referrals to third-party money managers. The firm combines asset-allocation strategies with fundamental, qualitative, cyclical, and sector analysis to tailor investment approaches based on client objectives and risk tolerance.

Drew Cohen is a financial advisor at Davidson Kahn Capital Management, LLC with 5 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Capital Group and Goldman Sachs & Co. LLC. Outside of his advisory role, he is a part owner of Speedwell Research LLC, a firm that produces in-depth research reports and financial models. Davidson Kahn Capital Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as corporate and foundation clients. The firm combines fundamental and quantitative analysis with a long-term investment approach, managing assets in-house and preparing tailored Investment Policy Statements for each client.

Karen Malkoff Hatton is a CFP® with over 41 years of experience in the financial services industry. She has been with Financial Security Solutions, Corp. since 2002 and is also associated with Osaic Wealth, Inc. She serves as President and COO of Financial Security Solutions and is a co-trustee of the Rosen Family Trust. Additionally, she offers life, health, disability, and long-term care insurance to clients through a sole proprietorship. Financial Security Solutions Corp. provides asset management primarily through third-party managers, financial planning, and collaborative monitoring services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses model portfolios and outside managers, generally does not accept discretionary authority, and offers financial planning on an hourly or flat-fee basis.

Orlan Larson is a financial advisor at Larson, Orlan Blaine with six years of industry experience. He holds a Series 65 designation and has been managing OB Larson & Associates, LLC since 2006, providing tax preparation and IT consulting services. Larson, Orlan Blaine serves individuals, small businesses, and trusts with personalized portfolio management and financial planning, integrating services such as tax planning, insurance review, and estate planning. The firm utilizes tailored asset-allocation models and discretionary management, supported by its affiliation with a related accounting and tax services company.

Mark Kennedy is a financial advisor with Kennedy Wealth Management, LLC in Calabasas, CA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Kennedy Wealth Management since 2008 and has operated Kennedy Financial & Insurance Services, Inc. since 1993, where he serves as president and insurance agent. Kennedy spends a significant portion of his professional time managing his insurance services business. Kennedy Wealth Management provides personalized financial planning and consulting primarily to individual clients, acting as a referral intermediary to registered third-party money managers. The firm develops customized recommendations documented in Investment Policy Statements and focuses on cash-flow, tax, insurance, and estate planning without directly managing client assets.

Allen Minassian is a financial advisor with Private Wealth Solutions, LLC, holding a Series 63 designation and over 31 years of industry experience. He has been with Private Wealth Solutions since 2017 and Kovack Securities, Inc. since 2008. Outside of advisory work, Minassian performs bookkeeping and trust settlement duties in a limited capacity and is involved in fixed annuity and term insurance sales. Private Wealth Solutions serves individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses with asset management, financial planning, and retirement plan consulting. The firm employs a primarily non-discretionary approach to portfolio management, utilizing a range of investment vehicles and combining fundamental and technical analysis with modern portfolio theory and strategic asset allocation.

Eric Puckett is a CFP® with six years of industry experience, currently affiliated with Private Wealth Solutions, LLC in Calabasas, CA. His prior work includes roles at Kovack Securities, Inc., New York Life, and multiple church organizations. Private Wealth Solutions advises individuals, trusts, pension and profit-sharing plans, and corporate clients through asset management, financial planning, and retirement consulting. The firm offers tailored portfolio management with a focus on non-discretionary oversight and utilizes Schwab’s institutional platform while acknowledging ERISA fiduciary responsibilities for retirement plan clients.

Kenneth Park is a financial advisor at Think Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including mortgage research and real estate property investment and management. Park is a managing partner at Think Wealth Asset LLC, where he is involved in operations and management. Think Wealth, LLC is a state-registered investment adviser serving primarily individual clients with discretionary portfolio management through model portfolios and non-custodial 401(k) consulting. The firm uses exchange-traded securities and emphasizes monitoring holdings for overlap and strategy adherence.

Amy Marshall is a financial advisor at S&F Investment Advisors with four years of industry experience and holds a Series 65 designation. She has been with S&F Investment Advisors since 1988. Outside of her advisory role, she operates a bookkeeping service unrelated to investments. S&F Investment Advisors provides discretionary portfolio management to individual and high-net-worth clients, pension plans, and business entities through model portfolios, separately managed accounts, and income strategies. The firm employs fundamental and technical analysis, event-driven strategies involving listed options, and offers performance-based fees for certain accounts.

Jeffrey Harwood is a CFP® and CFA® with 22 years of experience, currently serving as an advisor at Ventura Advisors since 2004. He is also a licensed real estate broker in California. Ventura Advisors provides personalized, fee-only financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and small businesses, emphasizing strategic asset allocation through passively managed funds and tax-efficient, cost-conscious approaches.

Eui Lim is an investment adviser representative at Think Wealth, LLC with four years of industry experience. She also serves as president and CEO of EB Wealth, where she is involved in marketing and promoting a fixed insurance product. Lim holds Series 63 and Series 65 licenses. Think Wealth, LLC is a state-registered investment adviser serving primarily individual clients with discretionary portfolio management through model portfolios and non-custodial 401(k) consulting. The firm uses exchange-traded securities exclusively and manages accounts on a discretionary basis with regular review and rebalancing.