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.

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.

Jai Prabakaran is a financial advisor with Archer Investment Corporation and holds a Series 66 designation. He has over 10 years of industry experience and previously worked at Bankers Life and HD Vest. He is also President at Pacific Taxes and Investments, which provides tax preparation and accounting services. Archer Investment Corporation offers investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary funds. The firm serves clients via a multi-branch, independent-contractor model and manages diversified portfolios with a focus on equities, fixed income, mutual funds, ETFs, and options.

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.

Joo Hong Kim is a financial advisor at Solomon Investment Consulting, Inc. in Los Angeles, CA, with 25 years of industry experience. He has held roles at the Asian Pacific American Dispute Resolution Center and the Pacific Business Exchange Golf Club. Kim holds Series 63 and Series 65 licenses. Solomon Investment Consulting is a fee-only, single-advisor registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm manages approximately $27.8 million across about ten client relationships, offering discretionary and non-discretionary portfolio management and financial planning based on valuation and fundamental analysis, with a performance-based fee option available to qualified clients.

Dominic Waechter is a financial advisor at MDW Capital Management Corp. in Los Angeles, holding a Series 65 designation with three years of industry experience. He has worked at Hammelman Capital Management LLC and currently maintains roles in accounting at DLD Accountancy, LLP, and in real estate brokerage and property management. In addition to his advisory work, Waechter is a licensed life insurance agent. MDW Capital Management Corp serves individual and high-net-worth clients through a single-advisor practice that oversees approximately $12.5 million in assets. The firm employs a referral and oversight model, matching clients with third-party discretionary managers and monitoring those externally managed portfolios without directly trading client accounts.

You deserve to feel financially empowered. The problem can be that you feel overwhelmed, overlooked or underserved in your financial lives. Terri understands. It’s why she has taken all her experience over a quarter-century of bull and bear markets managing billions of dollars for hundreds of people to create Zuma Wealth. Zuma Wealth is a firm by women for women. We’ve busted the myth that women aren’t interested in money and wealth topics. Many women thirst for knowledge and continuously seek out opportunities to grow and learn in many areas. Terri understands! Terri’s clients recognize the value of a trustworthy partner and seek her out because she offers support, understanding and an attentive ear. Importantly, she provides tailored advice and guidance so clients achieve their unique aspirations, never the one-size-fits-all that defines the industry. A renowned expert, Terri is a regular guest on CNBC and Bloomberg, and a sought-after industry speaker. She has been interviewed and quoted in hundreds of publications and lauded for making complex concepts simple. Her real world expertise is rooted in a suite of top financial credentials: the CFA charter, the CFP® certification, an MBA in Finance from Columbia University and an AB in Economics with Honors from the University of Michigan. Terri started investing when her father introduced her to the concept of compound interest and she learned she could make money in her sleep.

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.

Jeffrey Tomlinson is a CFA charterholder and the sole advisor at Boulevard Investment Management LLC in Santa Monica, CA, with four years of industry experience. He previously worked at Joel Mogy Investment Counsel, Inc. for eight years before starting his own practice. Boulevard Investment Management LLC is an independent, single-advisor registered investment adviser serving high-net-worth individuals with discretionary portfolio management and financial consulting. The firm manages approximately $51.5 million across a small number of clients, offering tailored investment strategies that include equities, fixed income, alternative investments, and more, with a focus on bespoke client relationships.

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.

Noah Damsky is a CFA® charterholder and holds Series 66 and Series 63 licenses, with 10 years of industry experience. He is the principal advisor at Marina Wealth Advisors in Los Angeles, where he has worked since 2018. His prior experience includes roles at Los Angeles County Employee Retirement Association, Goldman Sachs, UCLA Anderson School of Management, T. Rowe Price, Bessemer Trust, and Edward Jones. Marina Wealth Advisors provides investment management, financial planning, and related services to individuals—including high-net-worth clients—as well as retirement plans, charitable organizations, and businesses. The firm employs both passive and active investment strategies, including the use of derivatives and leverage within separately managed accounts, and integrates financial planning and tax preparation services for its clients.

Norman Wahab is the sole advisor at Quid Capital in Los Angeles, CA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He worked at Tetrad Capital for five years before founding Quid Capital in 2019. Quid Capital offers investment management and separately managed account services to individuals, trusts, estates, charitable organizations, corporations, partnerships, and other business entities. The firm constructs tailored, discretionary portfolios using a variety of analytical methods and trading strategies, serving a diverse client base that includes both smaller clients and larger institutional accounts.

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.

Dirk Huybrechts is a financial advisor at HFM Advisors in Los Angeles, CA, with 14 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses and has operated HFM Advisors as a sole proprietorship since 1999. Outside his advisory role, he oversees property management for family-owned multi-family properties. HFM Advisors is a solo registered investment adviser providing financial planning, consulting, and discretionary portfolio management to individuals, trusts, business entities, and charitable organizations. The firm employs an asset-allocation approach based on Modern Portfolio Theory, emphasizing downside protection and primarily managing diversified portfolios with mutual funds, individual securities, and ETFs.

Tayeb Ayat is a financial advisor with Fenul Wealth Management LLC in Los Angeles, CA, holding a Series 65 designation and five years of industry experience. He is also the Chief Investment Officer and principal of Fenul Capital Investment LP, a private pooled investment company. Prior to founding Fenul Wealth Management, he has worked at California Resources Corporation since 2013. Fenul Wealth Management is an independent, fee-based advisory firm serving private individuals, high-net-worth clients, trusts, and organizational clients such as small businesses and non-profits. The firm employs a combination of fundamental and technical analysis, quantitative asset allocation, and active trading strategies to manage portfolios across various asset classes and offers comprehensive financial planning and institutional-type cash management services.

Leigh Crawford is the sole advisor at Crawford Capital, LLC, an independent registered investment adviser based in Los Angeles, CA. He holds a Series 65 designation and has 11 years of industry experience. Crawford has managed his firm since 2009. Crawford Capital provides discretionary portfolio management primarily to high-net-worth individuals and their personal trusts, as well as select endowments and foundations. The firm employs two directional, long-short equity strategies focused on publicly traded equities, using microeconomic and fundamental research to identify high-conviction investment ideas.

Bruno Calisto Miranda is the sole advisor at BMCM Finance, an independent firm based in Glendale, CA. He holds a Series 65 designation and has five years of industry experience, including over a decade at First Quadrant LP. In addition to investment management, he provides tax advice and preparation services as an enrolled agent. BMCM Finance offers discretionary investment management to individuals, trusts, institutions, and pension plans, with an investment approach that includes broad asset class exposures and the use of derivatives for volatility pricing and capital efficiency. The firm also provides tax advice and commodity trading services.

Website: https://fullcirclefinancialplanning.com/about-gina-hagen/ My experience helping family owned businesses in the beauty industry reach their goals is the foundation of knowledge I draw from to help individuals and families reach their financial goals. I am a career changer. I spent over 30 years as a CFO reviewing cash flows, tax planning, designing employee benefit plans, risk analysis and investment review. During my time working with hundreds of employees, I realized people are not making time for their financial planning and when they do they need help to make informed financial decisions. There is too much information on financial topics that people have analysis paralysis. Its not just about financial literacy its also about implementing this into their lives to be financially independent. I hold a CPA license yet still went back to school to sit for the Certified Financial Planning certificate. Holding a CFP license certifies that I want to provide clear transparent advice and have a fiduciary duty to put my client first. I do not sell any products, only objective guidance. I do not receive commissions or referral fees. I offer fee-only financial planning at a fee of $2,500, about 10 hours, or Investment management with an asset under management fee (this also comes with a financial plan) or ongoing financial planning charged quarterly. My personal hobbies include enjoying a competitive game of tennis with friends, skiing with my husband in every state, hiking in the local mountains, visiting our children and everyday walks with Lexi, our Vizsla. Website: https://fullcirclefinancialplanning.com

Toan Tran is a financial advisor at 10 West Advisors, Inc. in Los Angeles, CA, holding a Series 65 designation and bringing eight years of industry experience. He has been with 10 West Advisors since 2017. 10 West Advisors provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, non-profit organizations, and business entities. The firm employs a bottom-up, value-oriented investment approach focused on niche, less-liquid opportunities such as small and distressed situations, managing portfolios on a discretionary basis with position-level risk controls.