La Nedra Munson is a financial advisor at Avant Garde Capital with 13 years of industry experience. She holds the Series 65 designation and has been with Avant Garde Capital since 2012. Avant Garde Capital serves a small number of individual and high-net-worth clients, providing portfolio management and related investment advisory services with an emphasis on direct oversight of client accounts. The firm offers educational seminars and workshops alongside its advisory services.

Christopher Mais is a financial advisor at The Chartist with 28 years of industry experience. He has held Series 63 and Series 65 credentials and has been with The Chartist since 1999. The Chartist provides fee-only, discretionary portfolio management for individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses predefined model portfolios and a combination of charting and technical analysis, offering both long-term and short-term trading strategies alongside published subscription newsletters with trade recommendations.

Mark Dziuba is a financial advisor at Pinnacle Capital Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wildermuth Advisory and Unified Financial Securities. In addition to his advisory role, he teaches securities licensing courses through Pass Perfect. Pinnacle Capital Advisors provides non-discretionary financial planning and consulting for individuals, high-net-worth clients, family offices, trusts, corporations, and corporate executives. The firm uses a long-term, fundamental approach and may recommend both traditional and alternative investments, emphasizing client participation and tailored plans.

Bradley Kaiser is a financial advisor with HG Wealth Partners LLC in Long Beach, CA, holding the ChFC® designation and Series 63 and 66 licenses. He has 24 years of industry experience, including roles at Western International Securities, Inc. and Hamilton Grant LLC. In addition to his advisory work, he provides consulting services to broker-dealers and registered investment advisers. HG Wealth Partners is a small registered investment adviser offering discretionary portfolio management and standalone financial planning to individual clients, families, trusts, and select institutional accounts. The firm manages portfolios primarily through fundamental analysis and periodic reviews, with financial planning services available as separate, time-limited engagements.

George Zuluaga is a financial advisor with Avina Financial Group, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Avina Financial Group since 2019 and previously at Sagepoint Financial, WiseWealth Financial Advisors, and WiseWealth Insurance and Financial Services. In addition to his advisory role, he operates as a sole proprietor insurance agent. Avina Financial Group serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses by providing financial planning, portfolio management, and retirement plan consulting. The firm offers a wrap fee program and integrates retirement plan fiduciary services and participant education into its investment approach.

Christine Chui is a financial advisor with Tortuga Wealth Management in Torrance, CA, holding a Series 66 designation and 19 years of industry experience. She has worked at Tortuga Wealth Management since 2021 and also maintained roles with LPL Financial during this time. Outside of advisory services, she has experience managing family trusts and real estate rental properties. Tortuga Wealth Management serves individuals and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm utilizes a mix of fundamental and technical analysis and employs a variety of investment strategies, delivering services primarily through LPL Financial–sponsored programs and its own wrap fee offering.

Angela Sheldon is a CFP® and holds a Series 66 license with 24 years of industry experience. She has been with Tortuga Wealth Management since 2010, working alongside the team in Torrance, CA. Tortuga Wealth Management advises individuals and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm employs a combination of fundamental and technical analysis and utilizes multiple LPL Financial–sponsored programs alongside its own wrap fee offering.

John Boyd is a CFP® and holds a Series 66 license, with eight years of industry experience. He is the sole advisor at MDRN Wealth in Venice, CA, where he has worked since 2022. Prior to founding MDRN Wealth, he worked at Charles Schwab and Fidelity Brokerage Services. He is involved with the Arizona Department of Corrections, providing financial literacy education and pro-bono planning resources to incarcerated individuals preparing for reentry. MDRN Wealth LLC is an independent registered investment adviser serving individuals and high-net-worth clients with portfolio management, financial planning, and estate-planning services. The firm integrates fintech solutions to manage held-away accounts and employs a mix of fundamental analysis, modern portfolio theory, and diverse investment strategies, including private placements and derivatives.

Brian Beckman is a financial advisor at Hermosa Wealth Management in Torrance, CA, with five years of industry experience. He has been with Hermosa Inc. since 2020 and has operated Beckman Consulting Inc. since 2010. Hermosa Wealth Management provides discretionary asset management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $24.5 million in client assets and offers goal-driven advisory services that incorporate fundamental and technical analysis, periodic reviews, and rebalancing, along with educational seminars and workshops for the public.

Jeffrey Weston is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank before joining LPL Financial and founding Tortuga Wealth Management, where he provides independent investment advisory services. Weston also serves as a board member of the Kaena Foundation, a nonprofit organization. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment and service options tailored to client needs.

Mark Tonoff is an advisor with Penmar Wealth Management LLC in Santa Monica, CA, holding Series 63 and Series 65 licenses. He has 18 years of experience through his role as president and insurance agent at Tonoff Financial Services, Inc., and has been with Penmar Wealth Management since 2025. Penmar Wealth Management provides discretionary asset management and financial planning services tailored to client goals, employing a variety of analytical methods and permitting client-imposed investment restrictions. The firm serves a small client base and maintains affiliated insurance businesses alongside its advisory services.

Ritwik Kumar is a financial advisor at Leyland Cypress, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at DBD Partners and RIGZ. Leyland Cypress, LLC provides investment monitoring and recommendation services primarily to individual clients and other entities, employing a quantitative ETF arbitrage strategy focused on asset allocation. The firm emphasizes daily account monitoring and frequent client reporting through a secure portal and quarterly written updates.

Kevin Ashworth is a CFA® charterholder with 15 years of industry experience. He has been with Delarme Wealth Management, Inc. since 2025 and previously worked at EP Wealth Advisors for 22 years. Delarme Wealth Management provides discretionary and non-discretionary investment management, financial planning, third-party adviser selection, and pension consulting for individuals, business entities, charitable organizations, and retirement plans. The firm’s investment approach emphasizes diversification and modern portfolio theory, utilizing risk-based allocations to no-load mutual funds and ETFs, along with the documented use of derivatives and options strategies in client accounts.

Gary Karz is a CFA® charterholder with seven years of industry experience. He is currently an advisor at WWM Advisory Inc. and previously worked at Tri Star Sport & Entertainment and as an independent consultant. He is also the owner of INVESTORHOME.COM, a research website that is currently non-active. WWM Advisory Inc. provides investment advisory and portfolio management services primarily to individual clients and pension or profit-sharing plans associated with its affiliated business-management practice. The firm focuses on asset allocation and mutual fund/ETF analysis to create portfolios tailored to clients’ goals, with accounts reviewed quarterly and managed on a discretionary basis when appropriate.

Kenneth Gillespie is a financial advisor at Hermosa Wealth Management with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Hermosa Wealth Management, he worked at Oppenheimer & Co. Inc. and Garv, Inc. He also owns a tax preparation and bookkeeping business, Hermosa Tax Inc. Hermosa Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses fundamental and technical analysis to tailor investment programs based on client goals and risk tolerance and offers educational seminars and workshops to the public.

Thomas Smith is a CFP® professional with two years of experience at Vita Wealth Advisors, LLC and over a decade of prior experience at The Northern Trust Company. He is based in Manhattan Beach, CA. Vita Wealth Advisors offers wealth management and investment services to high-net-worth individuals and various family-related entities, employing discretionary portfolio management that incorporates factor investing and quantitative methods. The firm operates as a small, two-person team providing both traditional and specialty services, including divorce financial analysis and formal written wealth plans.

Richard Lederer is a financial advisor at Lederer & Associates Investment Counsel with 38 years of industry experience. He has been with the firm since its founding in 1986 in Long Beach, California. Lederer & Associates provides discretionary investment supervisory services to individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. The firm manages equity, fixed-income, and balanced portfolios using distinct equity strategies focused on growth and income, maintaining concentrated portfolios with active monitoring and disciplined sell criteria.

Vladimir Pixa is a financial advisor with My Portfolio Guide, LLC in Seal Beach, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with My Portfolio Guide since 2010 and has also worked at Deloitte since 2009. My Portfolio Guide, LLC provides portfolio management and financial planning services to individual, high-net-worth clients, and pension and profit-sharing plans. The firm manages approximately $201 million in assets and employs proprietary investment models tailored to clients' goals, tax situations, and risk tolerances, with a distinct use of short sales and tactical rebalancing.

Edward Berry is a financial advisor at GreenShields Capital LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GreenShields Capital since 2017. Prior to that, he spent a decade at Questar Asset Management and Questar Capital Corporation. Berry is also the president and founder of Youth Awakening Ministries, a nonprofit organization. GreenShields Capital serves individual and high-net-worth clients as well as employer-sponsored retirement plans, managing approximately $177 million across about 140 accounts. The firm employs a discretionary investment approach guided by customized Investment Policy Statements, using mutual funds, ETFs, equities, and TIPS based on a blend of fundamental, quantitative, technical, and cyclical analysis.

Mark Choate is a financial advisor at Malaga Cove Capital, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Malaga Cove Capital since 2008. Prior to that, he was retired starting in 2007. Malaga Cove Capital provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm focuses on capital growth using a primarily equity-based, long-term buy-and-hold strategy supplemented by active management and periodic rebalancing.