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.

Munish Jain is a financial advisor at Propel Private Wealth LLC with a Series 65 designation and over 14 years of industry experience, including a long tenure at Nomura International PLC. He also holds a role at the University of California, Los Angeles. Propel Private Wealth LLC is an independent boutique firm serving individuals, high-net-worth families, trusts, corporations, and pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and equity compensation consulting, favoring diversified, low-cost index strategies with a buy-and-hold approach while accommodating alternative investments and tax-customized direct-indexing.

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.

Timothy Wallender is a CFP® professional based in Manhattan Beach, CA, with 4 years of industry experience. He has been associated with his firm, Wallender, Timothy Joseph, since 2005. Outside of financial advising, he serves as president of Wallender & Associates, an aerospace project management consulting company. His firm provides investment advisory and financial planning services primarily to individual clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs Modern Portfolio Theory to construct diversified, long-term portfolios tailored to clients’ risk tolerance and time horizon, typically using no-load mutual funds and other securities, and maintains a notably high client load for a solo advisor.

Kiak Tae is a financial advisor at Gardena Financial Retirement Advisors with 20 years of industry experience and holds the Series 66 designation. He has operated Taevestment LLC since 2012. Outside of his advisory role, Tae is involved in several related businesses including co-owning an income tax preparation and notary service, working as an insurance broker, and owning real estate and mortgage brokerage firms. Gardena Financial Retirement Advisors provides investment advisory and retirement planning services primarily to individuals and certain businesses, with a focus on occupational groups such as nurses, school employees, and municipal workers. The firm offers portfolio management and customized financial planning, employing a range of securities and considering tax, income, time horizon, and risk tolerance in its strategies.

Amy Qian is a financial advisor with Agape Wealth Management LLC, holding the ChFC® designation and Series 66 license, and has five years of industry experience. Her background includes roles at Merrill, J.P. Morgan Securities, Wells Fargo, and AGL Employee Distributors/AIG. She also maintains an affiliated insurance practice in Pasadena, CA, dedicating part of her time to insurance sales and service. Agape Wealth Management LLC provides discretionary asset management services primarily for individual and high-net-worth clients, using tailored portfolios based on clients' goals, time horizons, and risk tolerance. The firm employs a variety of analytic methods and manages portfolios with periodic rebalancing and tax-loss harvesting.

Annelise Li is a CFA® charterholder with two years of industry experience, currently serving as the sole advisor at Fintent in Monrovia, CA. She has worked with AJC Capital Management Japan LLC since 2024 and has been involved with AJC Capital Management, LLC and Fintent Invest, Inc. since 2017. Outside of her advisory roles, Li manages corporate management, accounting, and tax responsibilities for these related entities during non-trading hours. Fintent Invest, Inc. provides fee-based, discretionary portfolio management and comprehensive financial planning tailored to individuals, trusts, and specialized clients, including medical professionals and accredited investors. The firm employs a strategic, long-term, value-oriented investment approach with tactical flexibility, supported by six proprietary model portfolios and a behavioral finance framework integrated into client engagement.

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 with a Series 65 designation and two years of industry experience. He previously worked at the Australian New Zealand Bank for five years and held positions at the London Stock Exchange, National Australian Bank, and the Reserve Bank of Australia. 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 a goal-oriented planning process and uses fundamental, technical, and quantitative analysis alongside asset allocation to construct diversified portfolios that may include individual equities, mutual funds, ETFs, fixed income, real estate vehicles, private placements, and other 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.

Stephen Mc Donnell is the sole advisor at McDonnell Financial Services, an independent firm based in Pasadena, CA. He holds a Series 65 designation and has 10 years of industry experience. Since 2015, he has operated under his own business name providing financial advisory services. McDonnell Financial Services offers discretionary portfolio management and financial planning to individuals, high-net-worth clients, and small corporations. The firm utilizes a combination of index-linked and passive funds, ETFs, individual securities, REITs, and bonds, emphasizing passive, index-oriented strategies to align portfolios with client risk tolerances while minimizing trading costs.

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.

Craig Pelletier is a PFS™ credentialed advisor with P&L Family Wealth, where he has worked since 2026. His prior experience includes roles at Carmel Capital Partners and Axxcess Wealth Management, along with five years at Pelletier & Leo, LLP, and five years at PricewaterhouseCoopers, LLP. P&L Family Wealth provides wealth management and financial planning services to individuals, high-net-worth clients, and businesses. The firm combines ongoing portfolio management with written financial plans, employing a mix of passive and active investment strategies that include stocks, bonds, mutual funds, ETFs, municipal securities, and digital assets when appropriate.

Richard Blosser is a financial advisor with Pathfinder Wealth Advisors, LLC in Los Angeles, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Wedbush Securities Inc. and Wells Fargo Advisors, LLC. Blosser is also associated with Axxcess Wealth Management, LLC as an Investment Advisor Representative. 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 personalized family office services using a goals-based approach that integrates a broad investment platform with 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.

Richard Eastland is a financial advisor with Harbor Road Capital Management LLC in Santa Monica, CA. He holds Series 63 and Series 65 designations and has 13 years of industry experience. Eastland has been with Harbor Road Capital Management since 2011. Harbor Road Capital Management provides discretionary portfolio management and investment selection services primarily for high-net-worth individuals and certain institutional clients. The firm employs a disciplined, largely quantitative investment approach focused on diversified equity portfolios, using proprietary selection methodologies and systematic processes.