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.

Raelyn Andresen is a financial advisor at Granite Capital Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and has worked at Granite Capital Wealth Management since 2022. Outside of her advisory role, she manages operations at Aladdan Construction. Granite Capital Wealth Management LLC is a state-registered investment adviser managing approximately $30 million for about 45 individual and high-net-worth clients. The firm employs a proprietary options-oriented investment strategy and offers customized portfolios with performance-linked compensation for qualified clients.

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.

Minxing Lin is a financial advisor at FHWV Financial LLC with one year of industry experience. Lin holds a Series 65 designation and has worked at FHWV Capital, LLC and The Paul Merage School of Business at the University of Irvine. FHWV Financial, LLC serves individual and high-net-worth clients through a two-advisor team, providing financial planning and referring clients to third-party registered investment advisers and managed-account platforms for implementation. The firm emphasizes tax-aware planning and financial analysis, operating primarily as a solicitor rather than managing portfolios directly.

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.

Mark Tennenbaum is a financial advisor at Leyland Cypress, LLC with a Series 65 credential and three years of industry experience. He serves as Chief Financial Officer for multiple businesses, including Life UnLocked Partners LLC, an investment advisory firm, as well as MailRoute, Inc., an email security company, and SCBI Online Store, LLC, a skincare business. He has held CFO roles since 2011 across these entities. 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 choices. The firm employs a quantitative ETF arbitrage strategy with daily account monitoring and regular client reporting.

Max Mc Grail is a Series 65-licensed advisor with MMM Capital Ventures, where he has been working since 2025. He is also the founder and CEO of Sunset Beach Collective LLC, a lifestyle brand focused on clothing and merchandise. His prior career includes roles at the Auto Club of Southern California and several other positions across different industries. MMM Capital Ventures is a small advisory firm serving primarily individual retail investors and custodial accounts for minors. The firm employs an active, market-timing approach that uses technical analysis, sentiment measures, and market news, offering both discretionary and non-discretionary portfolio management with sophisticated strategies including options and leveraged ETFs.

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.

Amber Pavlovich is a financial advisor with Ivanoff Wealth Management Inc. in Cypress, CA, holding a Series 65 designation and one year of industry experience. Prior to joining Ivanoff Wealth Management, she was a homemaker for seven years. Ivanoff Wealth Management provides discretionary asset management and financial planning services to individuals—including high-net-worth clients—as well as retirement plans, corporate and institutional investors, and other registered investment advisors. The firm uses third-party sub-advisors and a co-advisor to implement tailored portfolios based on client objectives, risk tolerance, and time horizons.

Richard Moon is a financial advisor at Ascendant Capital Management with 12 years of industry experience. He holds a Series 65 designation and has been with Ascendant since 2015. Outside of his advisory role, he is a licensed insurance agent and an accountant. Ascendant Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm employs a combination of modern portfolio theory alongside fundamental and technical analysis to construct customized portfolios that are reviewed quarterly and may include a range of investment products.

Kenneth Catanzarite is the president and chief investment strategist of Aegis Asset Management, Inc. with 14 years of industry experience. He has been involved in multiple business ventures, including serving as president and controlling shareholder of Catanzarite Law Corporation, a firm providing legal services primarily in business litigation and pension consulting. He also leads various real estate and construction companies that manage personal and family business activities. Aegis Asset Management provides discretionary investment management to individuals, pension and profit-sharing plans, and corporations, offering portfolios that combine fundamental, technical, and cyclical analysis across multiple asset classes tailored to client-specific factors.

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.