Hillary Srilamsingha is a financial advisor at Golden State Capital Inc. with Series 66 and Series 63 credentials and less than one year of industry experience. Her prior work includes roles at Golden State Tech Inc., Golden State Securities, and the U.S. Unicorn Foundation. Golden State Capital Inc. provides investment advisory services mainly to accredited investors and family offices, focusing on private and alternative investments such as private equity, credit, real estate, and venture capital. The firm employs fundamental, technical, and quantitative analysis with a long-term investment approach and offers tailored recommendations on a non-discretionary basis.

Tiago Machry is a financial advisor at Ivanoff Wealth Management Inc. with one year of industry experience. He holds a Series 65 designation and has been involved in the auto sales business through Family First Auto Sales since 2014. Ivanoff Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, retirement plans, and other entities. The firm manages over $141 million in discretionary assets and employs a co-advisor program and sub-advisors to execute portfolio management across various asset classes.

Brenden O'Connell is a financial advisor at Leyland Cypress, LLC with a Series 65 credential and two years of industry experience. Prior to joining Leyland Cypress in 2022, he worked at UCLA's Department of Economics and held other roles in education. Leyland Cypress provides investment monitoring and recommendation services primarily to individual clients and other entities, using a tailored onboarding questionnaire to guide asset allocation and investment selections. The firm employs a quantitative ETF arbitrage strategy and emphasizes daily account monitoring and frequent performance reporting.

Jessie Hale is a CFP® certificant with over 20 years of industry experience, currently serving as an advisor at Vita Wealth Advisors, LLC. Prior to joining Vita Wealth Advisors, Hale spent 19 years at The Northern Trust Company. Vita Wealth Advisors offers wealth management and investment services to individuals and family-related entities, including high-net-worth clients, trusts, and family businesses. The firm employs a discretionary investment approach utilizing factor investing, optimization, and quantitative methods, and provides specialty services such as divorce financial analysis alongside traditional wealth planning.

John Bollinger is a CFA® charterholder and founder of Bollinger Capital Management, Inc., where he has worked since 1988, totaling over 35 years of experience in the financial industry. He is known for creating and selling technical analysis algorithms, indicators, and tools through his work on Bollinger Band Tool Kits and related websites. Bollinger Capital Management provides discretionary portfolio management and advisory services to individuals, high net worth clients, trusts, and estates. The firm employs a technical analysis and quantitative methodology-based investment approach, offering both managed accounts and model strategies to advisors and end clients.

Li Wei Chang is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at 7Summit Advisors, LLC since 2014. He is a member of the RIA Advisory Board at Guggenheim Investments and provides financial guidance to athletes as a Registered Player Financial Advisor for the NFLPA. 7Summit Advisors offers discretionary investment supervisory services and financial planning to individuals, charitable organizations, and pension or profit-sharing plans. The firm employs a variety of analytical methods and strategies, including recent additions such as private equity, and manages held-away retirement accounts using a third-party platform with tax-efficient asset location and regular reporting.

Kathleen Adams is a CFP® professional with 27 years of industry experience, currently serving at Second 50 Financial. Her prior roles include positions at Ashton Thomas Private Wealth, Royal Alliance Associates, Signature Estate & Investment Advisors, and Waddell & Reed. She is also the author of an investment-related book. Second 50 Financial advises individual and high-net-worth clients, offering discretionary portfolio management alongside financial planning and consulting. The firm utilizes a turnkey asset management platform with access to Independent Managers and incorporates licensed AI software to support research and operations, while maintaining human oversight of investment decisions.

Ray Lombardo is a financial advisor at Clearview Investment Partners, LLC with 28 years of industry experience. He has been with Clearview Investment Partners since 2009 and holds Series 63 and Series 65 licenses. Clearview Investment Partners provides wealth management services to individuals, trusts, estates, and business entities, offering discretionary investment management alongside comprehensive financial planning. The firm uses proprietary asset-allocation models combined with fundamental, technical, and cyclical analysis to guide investment decisions, managing portfolios that include mutual funds, ETFs, individual securities, and Independent Managers.

Craig Frolich is a financial advisor with CM First Capital Corp. in Huntington Beach, CA, holding Series 63 and Series 65 licenses and possessing 46 years of industry experience. He has been with CM First Capital Corp. since 2005 and has prior affiliation with Cetera and First Allied Securities. Frolich serves as a board member of a real estate entity, SCIPIO DBA TimberOakes Shopping Center. CM First Capital Corp. offers investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on discretionary portfolio management and a systematic dollar-cost-averaging program, with an emphasis on closed-end funds and a blend of fundamental and technical analysis.

Harold Nachtrieb is a CFA® charterholder with eight years of industry experience. He is a financial advisor at ConvexBeta Investments, LLC, where he has worked since 2018, following earlier roles at Xebec Investment Advisors and KEY BANK. He holds Series 63 and Series 65 licenses and is based in Hermosa Beach, CA. ConvexBeta Investments provides discretionary and non-discretionary portfolio management for individual investors, trusts, IRAs, and small businesses, offering equity, fixed-income, and blended strategies. The firm employs an active, tax-aware investment process that integrates strategic allocation, security selection, tax-loss harvesting, and cost management techniques, working closely with clients' tax, accounting, and estate-planning professionals.

Darin Bemis is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Lederer & Associates Investment Counsel since 2000. He holds the Series 63 designation and is based in Long Beach, CA. Lederer & Associates provides discretionary investment supervisory services to individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. The firm manages concentrated equity and fixed-income portfolios using growth-at-a-reasonable-price and equity income strategies, with active fixed-income positioning and monthly investment committee reviews.

Steven Medland is a CFP® with 21 years of industry experience and has been with TABR Capital Management, LLC since 2003. He holds the Series 66 designation and is based in Orange, California. TABR Capital Management provides discretionary investment management, wealth management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a technical analysis-driven investment approach that incorporates trend-following models and relative-strength screening to tailor asset allocations and manage risk across market cycles.

Phillip Cook is a financial advisor with Mogul Wealth Management, Inc. in Manhattan Beach, CA, holding a Series 66 designation and over 51 years of industry experience. He has worked at several firms, including LPL Financial LLC and CETERA Advisor Networks LLC, and has been with Mogul Wealth Management since 2007. Outside of his advisory work, he serves as a board member for the Manhattan Beach Historical Society. Mogul Wealth Management provides investment supervisory services, financial planning, and pension consulting to individuals, retirement plans, and business entities. The firm manages approximately $59 million across 143 client relationships, employing fundamental and cyclical analysis to construct diversified portfolios with regular reviews and reporting.

David Swift is a financial advisor with Second 50 Financial in Manhattan Beach, CA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Ashton Thomas Insurance Agency, Royal Alliance Associates, and Signature Estate & Investment Advisors. He is also a licensed insurance agent operating a separate insurance sales and service business. Second 50 Financial advises individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, utilizing a turnkey asset management platform and access to independent managers. The firm manages approximately $341.6 million in client assets and combines fundamental analysis with licensed AI software to support research and operations, maintaining human oversight for investment decisions.

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.

Diana Kliche is a financial advisor at InvestLinc Wealth Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and has a legal background, working at the Law Office of Sharma Kliche, LLP since 2009 and previously at the Law Office of Mark E. Lewis from 2005 to 2017. Prior to joining InvestLinc in 2026, she spent six years with The Fix Project. InvestLinc Wealth Services provides wealth and portfolio management to high-net-worth individuals, families, and related entities, offering customized investment solutions and comprehensive financial planning. The firm uses a mix of fundamental, technical, and quantitative analysis to manage portfolios across traditional and alternative asset classes, conducting manager research and rebalancing regularly.

Stephen Kiernan is a CFP® with 39 years of industry experience and has been with Anchor Financial Group since 1988. He previously worked at NPB Financial Group, LLC from 2012 to 2017. Kiernan holds a California life and health insurance license and is involved in insurance sales on a limited basis. Anchor Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, small businesses, and retirement plans. The firm combines passive index and ETF exposure with selective active funds and alternative investments, managing roughly $96 million in discretionary assets for a range of clients.

Terri Grassi is a financial advisor at RAI Wealth Management with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at Munson, Cronick & Associates, LLP Certified Public Accountants, as well as running her own CPA practice. RAI Wealth Management serves individual investors, including high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers discretionary investment management and financial planning with a focus on diversified portfolios primarily composed of mutual funds and ETFs, emphasizing regular rebalancing and tax-management strategies.

Patrick Jarrell is a financial advisor at NorthWoods Financial Partners LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Bank of America. Jarrell is also involved with Emerson Equity LLC as a registered representative in brokerage services. NorthWoods Financial Partners LLC is a small advisory firm serving individual clients with discretionary and non-discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm uses a variety of investment analyses and strategies tailored to each client's goals, managing accounts with quarterly reviews.

Steven Le is a financial advisor at SVL Investment Management with 20 years of industry experience. He has been with SVL Investment Management since 1987 and also worked at California State University for 38 years. Outside of his advisory role, he is the owner of a property management company. SVL Investment Management is a boutique, research-oriented money manager serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment process with a long-term horizon, combining top-down economic analysis and a proprietary statistical valuation model.