Robert Mcguire Jr. is the sole advisor at Granite Research, LLC, an independent firm based in Redondo Beach, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including nearly two decades at Keybanc Capital Markets Inc. and shorter tenures at several other firms before founding Granite Research in 2022. Granite Research provides fundamental investment research and issuer ratings to publicly traded companies and institutional investors, focusing on detailed financial and market analysis. The firm operates on a flat-fee, non-contingent research model and does not offer portfolio management or accept custody of client assets.

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.

Kirk Bell is the principal and sole advisor at Riverflow Wealth Management, LLC, an independent registered investment adviser based in Calabasas, California. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 29 years of industry experience. He has managed Riverflow Wealth Management since its founding in 2009. Riverflow Wealth Management provides discretionary asset management and fee-based financial planning to individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $10.6 million and employs a range of investment strategies tailored to client goals, utilizing individual securities, ETFs, mutual funds, options, and other investments with ongoing account supervision.

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.

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.

Christopher Olin is a CFA® charterholder and principal of Alesia Investment Management LLC with 10 years of industry experience. He is also the managing member of Alesia Asset Management LLC and serves as a consultant to NVE Inc., an experiential marketing firm. Alesia Investment Management LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and businesses. The firm’s investment approach is based primarily on fundamental analysis and includes a range of strategies such as long-term positions, shorter-term trading, and the use of derivatives, managing client accounts on both discretionary and non-discretionary bases.

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.

Sean Mullaney is the President of Mullaney Financial & Tax, Inc., an independent firm based in Woodland Hills, CA. He holds a Series 65 designation and has seven years of industry experience, including seven years at PwC prior to founding his firm in 2018. In addition to his advisory work, Mullaney operates a personal finance content business, authoring two books on tax planning and solo 401(k) accounts, maintaining a personal finance YouTube channel, and engaging in speaking and educational presentations. He also serves as an uncompensated volunteer Treasurer and Board member for the John C. Bogle Center for Financial Literacy. Mullaney Financial & Tax, Inc. provides fee-only financial planning and tax consulting services, including employer-focused advisory work. The firm offers written financial plans and project-based tax engagements, generally recommending passive, tax-efficient investment approaches without managing client assets directly. Its client base includes advisers, accounting firms, corporate and municipal entities, and a sovereign wealth fund.

Ryan Morelli is the principal of Educated Solutions, an independent advisory firm based in Calabasas, CA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to founding Educated Solutions in 2019, he worked at WealthSource Partners, LLC for three years. Morelli is also a licensed insurance agent. Educated Solutions, operating as Malibu Wealth Planning, provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a multi-method investment approach and emphasizes client education through conferences and events alongside its advisory services.

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.

Blair Aihara is a CFP® and Series 66-registered advisor with five years of industry experience. He is the principal of Aihara Wealth Management LLC, an independent firm he founded in 2024, and has prior experience at Rulo Wealth Strategies LLC and Royal Alliance Associates Inc. Outside of advising, he serves as Vice President of One Machi Corporation, a nonprofit organization. Aihara Wealth Management provides discretionary and non-discretionary asset management, comprehensive financial planning, and limited-topic consulting primarily for high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm integrates an affiliated tax practice and insurance services, offering clients tax preparation, planning, and insurance solutions alongside portfolio management.

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.

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.