Todd Much is a CFP® professional with 28 years of industry experience. He has been with CTS Financial Planning, Inc. since 1981 and has also worked at Certified Insurance Consultants, Inc. for over three decades. Todd holds Series 63 and Series 65 licenses. CTS Financial Planning serves individual and high-net-worth clients with comprehensive financial planning, retirement and investment planning, discretionary asset management, and accounting and income tax preparation services. The firm employs an active, daily management investment approach using proprietary models and combines advisory services with in-house tax and accounting capabilities.

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.

Montague Guild, Jr. is a financial advisor at Guild Investment Management, Inc. with 28 years of industry experience. He has been with the firm since 1978. Guild Investment Management serves individual investors, personal trusts, pension plans, and other institutional clients by providing discretionary portfolio management and financial planning services. The firm uses a combined top-down macro analysis and bottom-up security selection approach, actively adjusting exposures and employing derivatives and crypto-related exchange-traded products as part of its management strategy.

Joseph Garcia is a financial advisor with Pacific Financial Strategies, Inc. in Thousand Oaks, CA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Pacific Financial Strategies in 2010, he worked at Concourse Financial Group Securities, Inc., Independent Advisers Group Corp, and Osaic FS, Inc. Outside of advisory work, he serves as CEO of a related business engaged in the sale of various insurance products. Pacific Financial Strategies serves individual investors and employer-sponsored retirement plans by offering asset management, financial planning, and 401(k)/pension consulting. The firm uses a disciplined investment process involving bonds, ETFs, mutual funds, and select equities, with continuous portfolio supervision and a range of planning services including corporate-structure work and life-coaching.

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.

Michael Garner is a CFP® with 21 years of experience in financial advising, currently serving at MFA Wealth Services. He has held roles at Cornerstone Law Center since 2005 and has also operated under his own practice. In addition to his financial advisory work, Garner is an attorney and real estate broker involved in real estate sales and property management in Thousand Oaks, CA. MFA Wealth Services is a registered investment adviser managing approximately $293 million in client assets for individuals, high-net-worth clients, trusts, business owners, and corporations. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, offering personalized financial planning, portfolio management, and third-party money manager selection.

Joshua Rudoy is a financial advisor at Argyle Capital Partners, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Argyle Capital Partners since 2012. Outside of his advisory role, he serves as President-Elect and Board Member of the Wilshire Rotary Club in Los Angeles. Argyle Capital Partners provides discretionary investment management and advisory services to individuals, corporations, and small businesses. The firm employs an active, total-return approach with tailored portfolios and is notable for using complex portfolio tools including leverage and derivatives in separately managed accounts.

Howard Borris is a ChFC® credentialed financial advisor with 39 years of industry experience. He has been associated with Greenbrier Diversified, Inc. since 1986. Borris is based in Beverly Hills, CA, and operates through Borris Nii & Company. Borris Nii & Company provides business and family wealth management and investment management services to high-net-worth individuals, trusts, estates, and small businesses, including many clients in the entertainment industry. The firm offers a family office–style service that includes portfolio oversight, bookkeeping, tax preparation, and audit defense, acting as an outsourced family office and intermediary coordinating third-party providers while implementing asset-allocation strategies primarily through mutual funds, ETFs, and sub-managers.

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.

Kon Son is a financial advisor with TEAM Elevated Asset Management holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Morgan Stanley and several asset management firms. Outside of his advisory work, he serves as CFO of a wealth management company. TEAM Elevated Asset Management is a privately owned advisory firm serving individuals, trusts, retirement plans, charitable organizations, and business entities. The firm manages approximately $34.9 million across about 67 client accounts, offering discretionary portfolio management through its proprietary wrap-fee program that integrates fundamental and technical analysis with tactical asset allocation.

Ian Goldey is a financial advisor at GoTo Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and was previously principal at Goldey Capital LLC from 2011 to 2017. Outside of advising, he is the CEO and co-founder of Asset Planet, a FINTECH SaaS software company, where he assists in software function design. GoTo Financial serves individual and high-net-worth clients, trusts, estates, and charitable organizations with portfolio asset management, financial planning, and consulting. The firm emphasizes continuous supervision and combines fundamental, technical, and macroeconomic analysis to create diversified portfolios tailored to client goals.

Lewis Wallensky is a CFP®-certified financial advisor with 57 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to that, he worked at National Planning Corp for 17 years and has operated his own advisory businesses since 1970. He serves as a board member for the nonprofit organization Jewish Big Brothers. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households, offering a broad range of investment solutions supported by an in-house research team.

Grant Wallensky is a financial advisor with Lewis M. Wallensky Associates, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at LPL Financial LLC since 2017 and previously at National Planning Corporation from 2011 to 2017. Outside of his advisory role, he is involved with the California 51st Assembly District Central Committee. Lewis M. Wallensky Associates provides financial planning, consulting, and third-party money manager selection for individual clients. The firm emphasizes written financial plans and due diligence on independent advisers rather than managing portfolios internally.

Larry Fernandez is a financial advisor at Victus Capital Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Victus Capital Wealth since 2010. Outside of his advisory role, he serves as a general partner in a pooled investment vehicle focused on qualified opportunity zone real estate. Victus Capital Wealth serves individuals, trusts, retirement plans, and corporate entities by providing portfolio management, retirement plan consulting, and referrals to third-party money managers. The firm employs a combination of fundamental and technical analysis across a range of strategies, managing assets both directly and through oversight of sub-advisors, with a distinctive role as sponsors of a pooled investment vehicle investing in opportunity zone real estate.

John Defonso is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Aqua Capital Advisors since 2016 and previously worked at Arxstone Partners LLC. John also serves as president of Arxstone Partners, an investment advisory business currently in a dormant state. Aqua Capital Advisors provides fee-only wealth management and financial planning primarily to individual and family clients, including both high-net-worth and non-HNW households. The firm emphasizes customized portfolios using diversified, low-cost ETFs and tax-aware strategies, with selective use of private funds and limited options strategies for certain high-net-worth clients.

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 three years of industry experience. He holds a Series 65 designation and has worked in real estate as a licensed agent with Levine Realtors since 2022. Prior to joining Marest Capital in 2023, Cohen held positions at SBH Real Estate and Coldwell Banker. Marest Capital advises individual and high-net-worth clients through discretionary portfolio management and referrals to third-party money managers. The firm combines asset-allocation strategies with fundamental and sector analysis, offering tailored investment solutions within a wrap fee program.