Gurcharan Soni

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

Vanessa Friedman is the sole advisor at She Wealth Advisors LLC in Woodland Hills, CA. She holds a Series 65 designation and has been in the industry since 2025. Prior to founding She Wealth Advisors, she was involved in a mental health services business, Awaken Therapy Center, where she provided administrative support. She also offers educational coaching and training related to investment strategy, market behavior, and risk management. She Wealth Advisors provides discretionary investment management for high-net-worth individuals, families, and small institutions, combining fundamental, technical, and quantitative analysis with dynamic asset allocation and tactical overlays. The firm also offers financial coaching and education services to both clients and non-clients.

Phillip Deboalt is a financial advisor at FD Wealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Strategic Advisors LLC and Fidelity in various advisory roles. He is also a licensed insurance agent involved in insurance and annuity product sales. FD Wealth Advisors provides discretionary investment management and ERISA plan advisory services primarily to institutional and retirement-plan clients. The firm employs fundamental and cyclical analysis alongside Modern Portfolio Theory to construct portfolios tailored to client objectives and risk tolerances, offering both asset-based and performance-linked fee arrangements.

Adam Klein is a financial advisor with ABK Management LLC in Encino, CA, holding a Series 65 credential and 10 years of industry experience. He has been with ABK Management LLC since 2015 and previously worked at Brentwood School from 2015 to 2017. ABK Management LLC provides discretionary investment management services to individuals and families, focusing on portfolio construction, risk management, and ongoing monitoring. The firm emphasizes a process that includes asset allocation based on macroeconomic and market assessments, fundamental security selection, and uses performance-based compensation arrangements for qualified clients.

Daniel Bragg is the principal advisor at Bragg Capital Management LLC in Agoura Hills, CA, holding a Series 65 designation with six years of industry experience. He has served as Chief Investment Officer at Pure Distribution Inc. and KC Equipment Rentals, assisting with capital allocation decisions. Bragg also holds an insurance license and conducts life and health insurance sales on a limited basis. Bragg Capital Management provides discretionary portfolio management for individual investors, focusing on publicly traded securities and exchange-traded funds. The firm employs a proprietary strategy that includes flexible position types, margin leverage, options trading, and hedging techniques.

Bruno Calisto Miranda is the sole advisor at BMCM Finance in Glendale, CA, holding a Series 65 designation with four years of industry experience. He previously worked at First Quadrant LP for eleven years before founding BMCM Finance in 2021. In addition to investment management, he provides tax advice and preparation services as an enrolled agent, dedicating significant time to both areas. BMCM Finance offers discretionary investment management to individuals, trusts, institutions, and pension plans, combining this with tax preparation services. The firm’s investment approach focuses on capturing long-term risk premiums using derivatives and risk-management techniques, and it is registered as both an SEC/state investment advisor and a commodity trading advisor.