Eddie Lozano Rivera Jr.

After 15+ years as a financial planner working for high net worth families and successful business owners, I decided to follow my dream of starting my own firm, to serve people like myself: ambitious, increasingly complex life, and curious to examine my relationship to money. A true high-touch concierge service to go beyond the numbers by understanding what you want from life and what motivates you. We specialize working with AAPI and underserved communities, to undercover your money story to get a deeper meaning of your values and priorities.

I'm Marie Thomasson, CFP®, and I built Mothered to offer financial planning for women so that money supports your human experience instead of dictating it. My clients carry a lot of labels: wife, divorcee, widow, mother, daughter, or single. At Mothered, you’re more than any of them. Whether you’re planning for the next three generations or “just” yourself, we support your needs and desires fully, without judgment, and with the care you deserve. You’ve carried the weight financially and emotionally, whether you’re in the midst of figuring out the moving parts or in a place to stop and get organized. Let Mothered share the load by caring for your finances like a mother would. Mothered keeps a small client load to give each person depth of care and attention. My job is to collaborate with you to build a framework that nurtures your financial empowerment so that your will outshines the pull of fear. My clients often bring me problems that aren’t financial, and I organize a financial gameplan to dispel the fear at the root of the issue. Mothered’s services transmute your emotional responses to money so you can use it as the tool for the life you want: a life of art and culture, hotels with robes, travel, and care for your loved ones and community. Money gets to be a resource for connection and expression as well as freedom from want and security from fear. Wild, worldly matriarchs and childless cat ladies, please apply.

Jeffrey Mansell is a financial advisor with Kodiak Capital Advisors LLC, holding Series 65 and Series 66 licenses and 10 years of industry experience. He has worked at Kodiak Capital Advisors since 2015 and previously at National Planning Corporation and Edward Jones. Kodiak Capital Advisors LLC is a state-registered investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm focuses on fundamental analysis and offers investment strategies including stocks, bonds, ETFs, and options, with an emphasis on small- and medium-cap securities.

Kathleen Phan is a financial advisor with Stirlingshire Investments, holding Series 7 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at LPL Financial LLC and National Planning Corporation. She also sells variable annuities through RetireOne Investment Services LLC. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a diverse investment approach combining quantitative, fundamental, technical, and modern portfolio theory analyses and offers access to a wide range of investment types, including mutual funds, ETFs, fixed income, REITs, private placements, and alternative vehicles.

Garrett Faulconer is an investment advisor representative at Connective Wealth Partners, LLC with a Series 65 license and two years of industry experience. Prior to joining Connective Wealth Partners in 2025, he worked at FG Advisory Services, LLC and The Financial Gym, where he held investment advisory roles. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-based investment process with a long-term orientation, constructing portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

Drew Feldman is the founder of WideFrame Wealth in Los Angeles, serving nationwide. He is an Accredited Portfolio Management Advisor™ and holds a Series 65 designation. Flat fee, fee only.