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.

Sviataslau Mastouski is the sole advisor at Most Capital, an independent registered investment adviser based in Woodland Hills, CA. He holds a Series 65 designation and has six years of industry experience. Mastouski has operated Most Capital since 2019 and also has experience as an individual entrepreneur in commercial real estate leasing. Most Capital provides investment management services primarily to individuals, trusts, and pension plans, focusing exclusively on exchange-traded funds (ETFs). The firm employs a quantitative Market-Regime Index strategy that adjusts allocations between equity and bond ETFs based on market conditions and operates mainly on a non-discretionary basis requiring client trade authorizations.

Shonty Spatola is a CFP® professional with 11 years of experience, currently serving as the sole advisor at Pacific Oak Financial Planning LLC in Woodland Hills, CA. Prior to founding Pacific Oak Wealth Management LLC in 2015, Spatola worked at Capital Tax Group Inc. and has operated a professional accounting firm since 2012. In addition to financial advising, Spatola is the owner and managing director of an accounting firm and works as an independent real estate sales agent. Pacific Oak Financial Planning LLC provides financial planning, wealth management, portfolio management, and retirement plan consulting to individual investors and small- to mid-sized employers. The firm employs a core-and-satellite investment approach with diversified index ETFs and active satellite strategies, coordinating tax and planning services through its affiliation with an accounting practice led by a CPA.

Brian Dennis is a CFP® and ChFC® with 37 years of industry experience. He is the principal of Brian Dennis, CFP®, an investment management firm based in Calabasas, CA. In addition to his advisory role, he is a licensed attorney and an independent insurance agent. His firm provides asset management, financial planning, and consulting services to individuals, trusts, and estates. The investment approach focuses on fundamental analysis and a value-oriented, long-term strategy, with tailored services and regular account reviews.

Scott Soohoo is a financial advisor at Altron Capital Management with seven years of industry experience. He holds a Series 65 designation and has worked as owner and manager of Zero Media Works, an e-commerce and marketing consulting company. Soohoo has been with Altron Capital Management since 2018 and also has prior experience with the Noumena Education Initiative. Altron Capital Management serves individual and institutional clients using a global value investment approach focused on high-conviction ideas identified through fundamental analysis. The firm manages discretionary portfolios with strategies that may include concentrated positions, short sales, options, and margin.

Jeffrey Becker is a financial advisor at WB Financial Services, LLC with 18 years of industry experience. He holds the PFS™ designation and Series 65 license. Becker has been with WB Financial Services since 2001 and is also associated with Winningham, Becker & Company, LLP since 1996. WB Financial Services, LLC provides financial planning and advisory services to individuals, high-net-worth clients, and trusts, focusing on personalized consultations without selling commissioned insurance or investment products. The firm operates as a referral-based adviser, connecting clients with independent investment advisors who manage portfolios, and is affiliated with a CPA firm whose principals hold CPA and personal financial specialist credentials.

Vahick Yedgarian is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He has been the sole advisor at Regency Financial Group since 2011. In addition to his advisory role, he has worked as an adjunct instructor at several universities since 2009 and holds a California real estate license. Regency Financial Group is a single-advisor registered investment adviser offering discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm emphasizes a long-term, diversified investment approach and prepares written investment policy statements with regular portfolio reviews.

Ira Zito is a CFP® and ChFC® with 28 years of industry experience. He is the sole advisor at Financial Peak, where he has worked since 2021, following eight years at SagePoint Financial. In addition to his advisory role, Zito is an independent insurance agent, dedicating about 5% of his time to insurance sales. Financial Peak provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a primarily passive investment approach based on modern portfolio theory, integrating financial planning with portfolio management through various engagement models.

I’m Melissa, founder of Fidela Wealth. I hold CFP® and CIMA® designations, and I’ve spent the last 13 years guiding clients through high-stakes financial transitions with precision and care. At Fidela, I work with: -Families navigating legacy planning, education funding, long-term care, or supporting loved ones with special needs. -Business owners seeking tax efficiency, transition planning, or coordinated advice across teams. -Entertainment professionals managing income variability, loan-out entities, pension structures, and privacy concerns. My job is to bring order to complexity, no jargon, no confusion. Just clear, personalized advice and disciplined financial strategy. I don’t sell products, and I don’t take shortcuts. As a fiduciary, I work exclusively in your best interest. If you’re facing a turning point or simply want to feel more confident about your financial future, I’m here to help you move forward with clarity and integrity.

Gerard Singfield is a financial advisor at Culture Capital Partners, LLC with 14 years of industry experience. He previously worked at Charles Schwab and The Pacific Group. In addition to his advisory role, he provides clients with life insurance options and business management services, including budgeting and bill pay support. Culture Capital Partners offers portfolio management and financial planning primarily for individual and high-net-worth clients. The firm utilizes a range of analytical methods and investment strategies across traditional and alternative assets, operating mostly on a non-discretionary basis with tailored service for a limited client base.

John Mears is the principal advisor at Mears Money Management in Valencia, CA, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been involved in financial services since 1991 through his work at Mears And Associates. In addition to his advisory role, he owns a tax preparation and accounting business and is a licensed insurance agent. Mears Money Management serves individual clients by providing portfolio management and selecting third-party money managers, typically recommending mutual funds and index funds. The firm applies modern portfolio theory with a long-term investment approach, offers portfolio analyses and educational resources, and distinguishes itself by not imposing account minimums and by its affiliation with an accounting practice.

Matthew Ahart is the principal advisor at Archer Row Advisory with seven years of industry experience. He holds a Series 65 designation and previously worked at MUFG Union Bank and Transom Consulting Group LLC. Outside of his advisory role, he serves as managing partner of Archer Row Financial LLC, providing management consulting to financial institutions, and is an executive vice president at Bank of Hawaii Corporation, focusing on risk management and regulatory projects. Archer Row Advisory offers discretionary investment management and financial planning services to individuals, trusts, estates, and small businesses. The firm emphasizes diversified, low-cost passive investments with flexibility for opportunistic tactical adjustments and alternative investments, managing a relatively large asset base across a small client roster and providing separate consulting services to financial institutions.

Christian Carreon is a financial advisor with Create Wealth Management, LLC, holding a Series 66 designation and eight years of industry experience. He has previously worked at firms including All One Wealth, LLC, NPB Financial Group, LLC, Gold Coast Securities, Inc., RBC Advisors, and Medtronic, LLC. Outside of advisory work, he is the owner and CEO of Paradigm Shift Trading, Inc., an educational and mentorship program focused on systematic trading. Create Wealth Management, LLC is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm uses a combination of fundamental, technical, quantitative, sector, and cyclical analysis and employs strategies including strategic and tactical asset allocation, short-term trading, options, futures, and leverage.

Lindahl Lucas is a financial advisor with Avinci Wealth Management, Inc. in Valencia, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Financial & Tax Architects for six years and owns Lucas Insurance Services, an insurance agency he founded in 1989. Avinci Wealth Management provides discretionary portfolio management and financial planning to individual and high-net-worth clients, utilizing model strategies with trend-following, momentum overlays, and algorithmic rebalancing to manage allocation and risk. The firm also offers estate-planning support through a digital platform, limited 401(k) guidance, and sub-advisory services.

Amy Marshall is a financial advisor at S&F Investment Advisors with four years of industry experience and holds a Series 65 designation. She has been with S&F Investment Advisors since 1988. Outside of her advisory role, she operates a bookkeeping service unrelated to investments. S&F Investment Advisors provides discretionary portfolio management to individual and high-net-worth clients, pension plans, and business entities through model portfolios, separately managed accounts, and income strategies. The firm employs fundamental and technical analysis, event-driven strategies involving listed options, and offers performance-based fees for certain accounts.