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.

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.

Sviataslau Mastouski is the sole advisor at Most Capital, an independent investment advisory firm based in Woodland Hills, CA. He holds a Series 65 designation and has six years of industry experience. Mastouski has been with Most Capital since 2019 and also has entrepreneurial experience owning commercial real estate, though he does not actively manage these properties. Most Capital provides fee-only portfolio management and investment advice primarily to individual clients, with occasional accounts for trusts and pension plans. The firm employs a quantitative, market-regime dynamic asset allocation strategy with a relative momentum factor using ETFs, managing most accounts on a non-discretionary basis requiring client approval before trades.

Shonty Spatola is a CFP®-certified financial advisor with 12 years of industry experience. He is the principal at Pacific Oak Financial Planning LLC and has previously worked at Capital Tax Group Inc. He also owns and manages Spatola & Company CPA, Inc., an accounting firm, and is a licensed independent real estate agent. Pacific Oak Financial Planning LLC serves individual investors and small- to mid-sized employer clients, providing comprehensive financial planning, wealth management, and retirement plan consulting. The firm employs a core-and-satellite investment approach using diversified index ETFs and actively managed satellites, offering customized portfolio management with ongoing monitoring and tax consideration.

Brian Dennis is a financial advisor based in Calabasas, CA, with 37 years of industry experience. He is the principal of Brian Dennis, CFP®, an independent firm founded in 2023. Dennis holds the CFP® and ChFC® designations, and maintains concurrent professional roles as a licensed attorney, independent insurance agent, notary public, and real estate broker. His firm provides asset management, financial planning, and consulting services to individuals, trusts, and estates, emphasizing a value-oriented, long-term investment approach supplemented by tactical asset allocation. The firm offers tailored financial plans and portfolio management on a discretionary or non-discretionary basis, with various fee arrangements and disclosure of potential conflicts of interest related to the advisor’s other professional activities.

Scott Soohoo is the principal of Altron Capital Management in Calabasas, CA, holding a Series 65 credential and with eight years of industry experience. He is also the owner and manager of Zero Media Works, an e-commerce and marketing consulting company. Altron Capital Management provides asset management and portfolio supervision for a mix of individual and institutional clients, employing a fundamental, global value investment approach focused on concentrated, high-conviction positions. The firm operates on a discretionary basis and utilizes an institutional custodian that supports its research and operational needs.

Imee Rose Chellevold is a financial advisor at ID Asset Advisory with a Series 65 credential. She has been with ID Asset Advisory since 2026 and has prior experience with ID Asset Group, Inc. and Ms. Cellaneous Goods, LLC. ID Asset Advisory is an independent, fee-only firm serving individuals, families, trustees, businesses, and nonprofit organizations. The firm offers modular financial planning, investment consulting, portfolio management, and educational workshops, using a combination of fundamental, quantitative, and asset-allocation analysis tailored to client objectives and risk tolerance.

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.

Bill Nugent is the Founder of Convey Wealth Management, a financial services firm uniquely specializing in tax-smart planning for corporate executives, high-achieving entrepreneurs, and their families. Bill's 27-year career began with one of the industry's oldest and most respected wealth management firms. There, he focused on non-profit and public sector clients and drew inspiration from mission-driven professionals who dedicated their careers to caring for others. Having led hundreds of live workshops during his career, Bill is skilled at expressing complex topics in an understandable manner. He believes in customization and focuses on each client's goals to drive the investment management process. Bill is a CERTIFIED FINANCIAL PLANNER™ professional as well as an IRS Enrolled Agent. He received both his bachelor's and master's degrees from the University of Massachusetts at Amherst. In addition to providing personalized attention to his clients, he believes strongly professional mentorship and enjoys teaching financial planning at UCLA.

Ira Zito is a CFP® and ChFC® with 29 years of experience in the financial industry. He currently operates Financial Peak and has previously worked at firms including SagePoint Financial, Charles Schwab, and Fidelity. In addition to his advisory work, he is a licensed insurance agent, dedicating a small portion of his time to that activity. Financial Peak provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm focuses on tailored portfolios and written financial plans, emphasizing modern portfolio theory, primarily passive management, and integrates financial planning with portfolio management through a variety of engagement arrangements.

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.

Richard Sirott is the sole advisor at Richard N. Sirott Accountancy Corporation, an independent firm based in Northridge, CA. He holds 29 years of industry experience and has operated his combined accounting and investment advisory practice since 1979. The firm offers customized investment management alongside accounting and tax compliance services, serving individuals, high-net-worth clients, corporations, and other business entities. Richard N. Sirott Accountancy Corporation manages discretionary portfolios using a range of model allocations and employs both fundamental and technical analysis, maintaining accounts with independent custodians.

John Mears is the principal and sole advisor at Mears Money Management, an independent firm based in Valencia, CA. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Mears also operates an affiliated accounting practice specializing in tax preparation and is a licensed insurance agent. Mears Money Management provides investment advisory services primarily to individual clients, focusing on portfolio management through referrals to third-party money managers and offering a one-time portfolio "MRI" analysis. The firm uses a long-term, index-fund-based approach aligned with clients’ risk tolerance and financial goals, while conducting due diligence on recommended advisers and providing free educational workshops and newsletters.

Matthew Ahart is the founder and sole advisor at Archer Row Advisory, an independent firm based in Encino, CA. He holds a Series 65 designation and has eight years of industry experience, including prior work at 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 as an Executive Vice President at Bank of Hawaii Corporation, supporting 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 tactical flexibility and provides specialized strategies including alternative investments and hedging using futures and options. Its client structure supports individualized portfolio management and often involves co-investing alongside clients.