Gurcharan Singh 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.

Sevada Zadooryan is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at several firms including Mechanics Bank, CUSO Financial Services, J.P. Morgan Securities, and Bank of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Vanessa Friedman is the sole advisor at She Wealth Advisors LLC in Agoura Hills, CA, holding a Series 65 license with one year of industry experience. Prior to founding her firm, she operated Ergonomic Connection, an ergonomic furniture company, for over two decades and currently provides administrative support to Awaken Therapy Center, a mental health services provider. She also offers educational coaching and training related to investment strategy, market behavior, and risk management. She Wealth Advisors serves high-net-worth individuals, families, and small institutions with discretionary portfolio management, financial coaching, and third-party planner referrals. The firm employs a combination of fundamental, technical, and quantitative analyses to deliver actively managed investment strategies tailored to client goals.

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 the sole advisor at ABK Management LLC, an independent firm based in Encino, CA. He holds a Series 65 designation and has 11 years of experience, including a two-year tenure at Brentwood School prior to founding his current firm. ABK Management provides tailored portfolio management and financial planning services primarily to individual clients and families. The firm employs an active, two-step investment approach focused on asset allocation informed by macroeconomic and client-specific factors, combined with fundamental security selection, and typically manages accounts on a discretionary basis.

Daniel Bragg is the principal and sole advisor at Bragg Capital Management LLC, holding a Series 65 license with seven years of industry experience. Prior to founding his firm in 2019, he held roles at Pure Distribution Inc. and KC Equipment Rentals, where he served as Chief Investment Officer assisting with capital allocation decisions. He is also a licensed insurance agent conducting life and health insurance sales outside of his advisory work. Bragg Capital Management provides discretionary portfolio management for individual investors, focusing on equities and exchange-traded funds with the use of options and margin leverage. The firm manages approximately $5.3 million across 19 client accounts using strategies selected by clients and provides quarterly written account statements.