William Yarnall III is a CFP® professional based in Los Angeles, CA, with six years of experience in financial advising. He operates his own firm, William Henry Yarnall III, and has worked as a pilot for Delta Air Lines since 2014. His firm provides investment advisory and financial planning services primarily to individual investors, with occasional clients including pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, utilizing no-load mutual funds and both fundamental and technical analysis in security selection.

Rostic Carapetian is the sole advisor at Covexic LLC, an independent firm based in Glendale, CA. He holds Series 63 and Series 65 designations and has 21 years of industry experience, having worked at Covexic LLC since 2005. Covexic LLC serves individuals, couples, and some institutional clients, managing approximately $7.8 million across around 30 relationships. The firm provides discretionary asset management and investment consulting with a focus on client-specific risk profiles and individualized investment plans, offering ongoing portfolio monitoring and regular performance reporting.

Stephen Stahl is a financial advisor at Brookside Capital Group LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Primerica Advisors and United Planners' Financial Services of America. Outside of finance, he owns several companies related to music production, media, and AI technology, including Stephen Stahl Music LLC, One Leap LLC, and Ai-SPY LLC. Brookside Capital Group LLC provides portfolio management and financial planning services to individuals and high-net-worth clients. The firm develops tailored Investment Policy Statements and employs a long-term, non-discretionary trading approach using a variety of analytic techniques.

Roger Fan is the principal of RF Capital Management and holds a Series 65 designation. He has nine years of industry experience, including two years at Texas Tech University School of Law and nine years with his current firm. RF Capital Management provides discretionary investment management services to individuals, high-net-worth clients, and businesses. The firm employs a bottom-up, fundamental value approach with concentrated portfolios focused on long-term capital appreciation, and it uses a distinctive performance-based compensation structure for eligible clients.

Julie Gotman Matusovskaya is a financial advisor based in Los Angeles, CA, with 22 years of industry experience. She holds a Series 66 designation and has worked as a sole proprietor since 1995. Outside of financial advising, she is involved in architecture and design through KDI International, where she serves as CFO, and she provides tax preparation services. Her firm offers discretionary asset management via a sponsored wrap-fee program and provides financial planning and consulting services billed hourly. The firm utilizes Dimensional Funds and Wealth Models, exercises discretionary trading authority for managed accounts, and arranges custodial services through Charles Schwab & Co.

Gloria Kim is a financial advisor at Hidden Hills Wealth with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2015 to 2021. Outside of her advisory role, she manages a real estate property rental business. Hidden Hills Wealth provides investment advisory and financial planning services to a small client base, including individual, institutional, and corporate clients. The firm combines strategic asset allocation with core-satellite portfolio construction and offers retirement plan consulting under an ERISA fiduciary framework.

Henry Gan is the founder of GAN Private Wealth Management LLC in Los Angeles, CA, holding a Series 66 designation with 46 years of industry experience. He established his independent firm in 2016 and has managed client portfolios since then. GAN Private Wealth Management LLC offers comprehensive portfolio management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs both fundamental and technical analysis, using long- and short-term trading strategies in non-discretionary accounts, serving a client base that includes a significant non-U.S. component.

Amy Qian is a ChFC® and Series 66 licensed advisor with five years of industry experience. She has worked at Merrill, J.P. Morgan Securities, Wells Fargo, and AGL Employee Distributors/AIG prior to founding Agape Wealth Management LLC. In addition to her advisory work, she maintains an insurance practice as a sole proprietor. Agape Wealth Management LLC provides discretionary asset management services primarily to individual and high-net-worth clients, tailoring portfolios based on documented investment goals, time horizons, and risk tolerance. The firm employs a variety of analytic methods and periodic portfolio reviews, targeting a generally $250,000 account minimum.

David Yu is a CFP® with 18 years of experience and is the sole advisor at Pacific United Planning, Inc. He has a background that includes work with multiple airlines and maintains a current position as a commercial airline pilot. Pacific United Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals and select corporate clients, utilizing a combination of modern portfolio theory with fundamental and technical analysis to create customized investment strategies. The firm manages assets through its own wrap fee program and third-party platforms, and it is known for publishing newsletters and offering public seminars and workshops.

Craig Silvers is a CFA® charterholder and founder of Bricks & Mortar Capital, LLC, where he has served as the sole advisor since 2002, bringing 23 years of industry experience. Based in Los Angeles, CA, his professional focus is complemented by his active ownership of residential real estate properties across Los Angeles and Gilbert, AZ. Bricks & Mortar Capital provides investment management and advisory services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm employs a real estate-focused investment approach, managing discretionary portfolios that include REITs, individual equities, ETFs, options, and bonds, and it advises a private real estate income fund emphasizing concentrated, margin-driven strategies.

Arya Taghdiri is a financial advisor at Blackacre Wealth in Los Angeles, CA. He holds Series 65 and Series 66 licenses and has professional experience that includes legal roles at Quinn Emanuel Urquhart & Sullivan, LLP, and in-house legal work. Blackacre Wealth provides wealth management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a client-focused approach integrating fundamental, technical, and modern portfolio theory methods, and offers both passive and active investment options including alternative assets.

Michael Ernst is the principal of Ernst & Co. Wealth Management, LLC, an independent advisory firm based in Manhattan Beach, CA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has held leadership roles at Guardian Precious Metals, Inc., where he serves as CEO. Ernst also consults on wealth management practices for Cleveralpha Asset Management, LLC. Ernst & Co. Wealth Management advises individuals, trusts, estates, and business entities, offering asset management, comprehensive portfolio management, financial planning, and family office services. The firm creates customized portfolios using a variety of investment vehicles and generally operates on a non-discretionary basis, emphasizing tailored client relationships and integrating property-related services into its wealth management offerings.

Dylan Roupell is a financial advisor at Rushmore Capital Partners in Beverly Hills, CA, holding a Series 65 credential with two years of industry experience. Prior to founding Rushmore Capital Partners, he worked at the Australian New Zealand Bank, London Stock Exchange, and National Australian Bank. Rushmore Capital Partners provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs fundamental, technical, and quantitative analysis alongside asset allocation to construct portfolios and offers a range of investment options including equities, mutual funds, ETFs, fixed income, and alternative investments.

Gregory Andrews is a financial advisor at Wealthsights Investment Management, LLC with 11 years of industry experience. He previously worked at Columbia Advisory Partners, LLC and Searchlight Investments, LLC. He is a licensed Series 65 and also maintains a separate independent insurance practice in Los Angeles. Wealthsights Investment Management provides discretionary asset management to individuals, high-net-worth individuals, and trusts or estates, using a combination of fundamental, technical, charting, and cyclical analysis. The firm is a small, single-advisor operation that manages approximately $29 million across 37 clients, allowing for concentrated advisor oversight.

Geoffrey Bent is a financial advisor at Greenerbucks with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Equitable Holdings, and Edward Jones. Outside of his advisory work, he is a singer in a jazz band with music available on Spotify. Greenerbucks provides ongoing portfolio management and investment advice to individuals, charitable organizations, and business entities, offering tailored portfolios and individualized investment policy statements. The firm employs multiple methods of analysis and executes trades with client approval, specializing in non-discretionary assets while accommodating performance-based fee arrangements for qualified clients.

Stephen Mc Donnell is the sole advisor at McDonnell Financial Services in Pasadena, CA, holding a Series 65 designation with 10 years of industry experience. He has professional experience with Eclaro – Arch Capital Group since 2022 and has operated his own financial services business since 2015. Mc Donnell also provides part-time financial analysis services to a separate financial firm through a staffing firm. McDonnell Financial Services offers discretionary portfolio management and financial planning for individuals, high-net-worth clients, and some corporate clients, focusing on passive, index-linked investment strategies. The firm manages a small client base with ongoing investment oversight, standalone planning, and consulting engagements, and provides an optional performance-based fee arrangement for certain larger clients.

Benjamin Lupu is a CFP® professional with 18 years of industry experience, currently the sole advisor at Kensington Ami, LLC in Burbank, CA. He has worked at Kensington Ami since 2007. Kensington A.M.I. LLC provides investment advisory and financial planning services to individuals, high net worth clients, and pension and profit-sharing plans. The firm’s investment approach incorporates fundamental, technical, econometric, and cyclical analysis, offering strategies with generally low-to-moderate trading frequency and managing a notable portion of assets on a non-discretionary basis.

Richard Blosser is the principal advisor at Pathfinder Wealth Advisors, LLC in Los Angeles, CA, with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wedbush Securities, Wells Fargo Advisors, UBS Financial Services, and Morgan Stanley. Blosser is also associated with Axxcess Wealth Management, LLC. Pathfinder Wealth Advisors serves a select client base of affluent families, entrepreneurs, executives, and institutional accounts, focusing on high-net-worth individuals. The firm offers comprehensive portfolio and asset management, financial planning, and family office services, employing a goals-based, holistic approach that integrates low-cost beta exposures, alternative investments, and trust, estate, insurance, and philanthropic planning.

Reggie Wilson is the principal of Epic Wealth Advisors, Inc. in Los Angeles, CA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with related firms including EPIC Financial Consulting Inc., which he founded to provide consulting services aimed at improving operational efficiency and after-tax profits for families and businesses. He also serves as president of two insurance agencies, EPIC Financial Insurance Services, Inc. and Outsource Insurance Services, Inc. Epic Wealth Advisors is a small advisory firm that provides retirement and financial planning and asset-allocation advice to individuals and high-net-worth families. The firm uses risk-analysis tools and refers clients to unaffiliated third-party investment advisers and insurance products for implementation, focusing on defining client goals and designing diversified allocations reviewed at least annually.

David Hamer is a CFP® and CFA® with 10 years of industry experience. He has been with Integrity Asset Management, LLC since 2015. Outside of his advisory role, he manages several real estate investment and management companies. Integrity Asset Management is an independent registered investment adviser serving individual and high-net-worth clients with customized portfolio management and financial planning. The firm employs a combination of fundamental analysis, charting, and modern portfolio theory to construct diversified portfolios that include equities, mutual funds, ETFs, fixed income, real estate funds, and other asset classes.