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.

Jonathan Berman is a CFP® certificant with 17 years of industry experience, currently serving as the sole advisor at Irontree Wealth Management, Inc. He has prior experience at H.D. Vest Advisory Services and related entities, and he is also involved with Squire S. Burke, Inc. and IronTree Insurance Services, where he provides tax preparation and insurance services. Irontree Wealth Management offers financial planning, portfolio management, and investment consultation to individual investors, small businesses, and institutional clients. The firm employs a Modern Portfolio Theory-based investment approach with diversified, primarily passive allocations, and integrates tax, bookkeeping, and insurance services through affiliated businesses.

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.

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.

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.

Feiyu You is the principal of You Investment Management LLC and holds a Series 65 designation. Their professional background includes roles at Ameriprise Financial Services, Chongqing Zheyu Law Firm, Shanghai Huibei Investment Management, and Junkang Life Insurance. Feiyu You has experience spanning law, insurance, and investment management over several years. You Investment Management LLC provides portfolio management and investment consulting services to individuals, high-net-worth clients, and businesses. The firm focuses on liquid, publicly traded securities and employs a combination of fundamental, technical, and cyclical analysis to inform investment strategies, offering both discretionary and non-discretionary portfolio management.

David Harris is a CFP® and ChFC® with 33 years of industry experience. He is the principal of Harris & Associates in Manhattan Beach, CA, and has worked at Purshe Kaplan Sterling Investments since 2013. In addition to his financial advisory work, he owns Davris Training Associates, providing specialized training in oral proposals and presentation skills. He is also a member of the investment committee for the Manhattan Beach Community Church endowment fund. Harris & Associates offers investment advisory and consulting services to individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm employs a combination of Modern Portfolio Theory and active portfolio management, using diversified allocations and an Enhanced Tactical Management process to support tactical adjustments and formal portfolio reviews.

David Feinman is the principal of Silverlake Portfolio Advisors LLC, an independent firm based in Los Angeles, CA. He holds a Series 65 credential and has 12 years of experience in financial advising. Prior to founding Silverlake Portfolio Advisors in 2015, Feinman has been active since 1990 as a composer, producer, and musician through his business Non Linear Music, creating soundtracks and popular releases for film, video, and television. Silverlake Portfolio Advisors provides customized investment management and financial planning services to individuals, high-net-worth clients, retirement accounts, trusts, estates, charitable organizations, and corporations. The firm’s investment approach focuses on market efficiency, broad diversification, and asset allocation based on modern portfolio theory and behavioral finance, with an emphasis on passive index exposure and institutional-class mutual funds.

Parth Bhatt is the principal of Maaxiom Capital LLC, an independent advisory firm, and holds a Series 65 designation with four years of industry experience. He has served as Chief Investment Officer for the County of San Bernardino since 2016, overseeing treasury and fund management. Prior to Maaxiom Capital, he worked at Kinstead Wealth Management LLC. Maaxiom Capital LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, institutional clients, and qualified retirement plans. The firm offers specialized retirement-plan services including ERISA 3(21) advisory and 3(38) investment-manager arrangements, developing client-specific investment programs using fundamental and technical analysis.

William Royea is a financial advisor at LPR Capital, Inc. in Pasadena, CA, holding a Series 65 designation with 10 years of industry experience. He has been with LPR Capital since 2014 and also serves as president of Next Dimension Technologies, a clinical diagnostics development company. His role at Next Dimension Technologies involves managing research and development activities outside of securities trading hours. LPR Capital provides investment advisory and financial planning services to individuals, trusts, and nonprofit organizations. The firm combines fundamental and technical analysis with modern portfolio theory and risk management, conducting macroeconomic and business-cycle research to guide customized investment strategies.

David Fried is the sole advisor at Fried Asset Management, Inc. in Beverly Hills, CA, with 29 years of industry experience. He has managed Fried Asset Management since 1996 and previously operated David Fried Enterprises, Inc. from 1995 to 2025. Fried Asset Management provides fee-based portfolio management and financial consultation to individuals, trusts, pension plans, and other account types, serving a relatively small client base. The firm employs a combined quantitative and qualitative investment process, manages both discretionary and non-discretionary accounts, and avoids leverage in its portfolio management.

Jack Tsai is the principal advisor at Tsai Wealth Management in Pasadena, CA, holding the PFS™ and Series 65 designations with 19 years of industry experience. He is also the owner of Jack Tsai & Associates, a CPA firm where he spends approximately half of his time. His prior work includes five years at Colton Wealth Management. Tsai Wealth Management provides personalized financial planning, investment management, and consulting services to individuals, pension and profit-sharing plans, and trusts. The firm employs a long-term, buy-and-hold investment approach focused on strategic asset allocation and diversification, managing portfolios primarily with no-load institutional mutual funds, ETFs, fixed-income securities, and certificates of deposit.

Philip Boucher is a financial advisor with PVB Wealth Management, LLC in Pasadena, CA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to founding PVB Wealth Management in 2018, he worked at United Planners' Financial Services of America and Penniall & Associates, Inc. He is also a licensed insurance agent. PVB Wealth Management provides portfolio management services to individual and high-net-worth clients and sponsors a wrap fee program. The firm offers a multi-method investment approach, manages most assets on a non-discretionary basis, and conducts regular account reviews.

Ming Li Ho is a CFA® charterholder with 29 years of experience in the financial industry. He has been the sole advisor at AB Hhelio Associates, Inc. since 1997. AB Hhelio Associates, Inc. is an independent, single-advisor firm that provides discretionary portfolio management and investment advice primarily to individual investors and trusts. The firm manages approximately $42.6 million in client assets using a long-term, value-oriented investment approach focused on fundamental research and broad diversification across equities and fixed income.