After spending 16 years working for global wealth management firms, I joined Mike Silane as a partner at 21 West Wealth Management in 2020. Our clients are all affluent individuals who have come into substantial wealth—sometimes suddenly, unexpectedly, or without a clear strategy for managing it. Many are business owners, inheritors, or those navigating major financial transitions, such as divorce. Our role is to help them protect, grow, and ultimately share their wealth in a way that aligns with their long-term goals and values. We approach our work with a deep sense of duty, care, and respect, treating our clients like family. Our culture is built on trust and long-term relationships, ensuring that we are there to support and guide you at every stage. Through advanced financial planning and disciplined investment strategies, we provide prudent, thoughtful guidance designed to create lasting financial security and peace of mind.

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.

Ryan Thomas is a financial advisor at Thomas Investment Advisors LLC in Orange, CA. He holds a Series 65 designation and has worked in the financial and accounting industries since 2018, including roles at Baker Tilly US, LLP, and Chapman University. He co-founded Thomas Investment Advisors LLC in 2025 and also has experience with Thomas & Thomas. Thomas Investment Advisors LLC provides discretionary investment management and wealth management services to individuals and high-net-worth clients. The firm focuses on long-term, fundamentally based portfolio construction using low-cost mutual funds, ETFs, and occasionally individual securities, while also offering separate tax and accounting services through an affiliated practice.

William Pugh is a Series 66 credentialed financial advisor with 21 years of industry experience. He is currently with Vela Consulting, LLC and has previously worked at Apriem Advisors and Columbia Capital Securities, Inc. In addition to his advisory role, he acts as an independent insurance agent for life, health, and disability insurance. Vela Consulting is a state-registered investment adviser serving individuals, corporations, trusts, and retirement plans, managing approximately $47 million in assets. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing diversification, long-term allocations, and periodic rebalancing, and offers customized portfolio management and financial planning services.

George Ayala is a financial advisor at Sackett Wealth Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, MassMutual Life Insurance/Capstone Partners, CAK International, and The University of New Mexico. Sackett Wealth Advisors is a team-based registered investment adviser managing approximately $181 million for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary investment advice focused on asset allocation across public and private securities, with a preference for passively oriented asset-class funds, and offers additional tax and consulting services through an affiliated accounting practice.

Charles Fish is the principal of Charles Fish Investments, Inc. in Irvine, California, with 30 years of industry experience. He has been with Charles Fish Investments since its founding in 1996. Charles Fish Investments, Inc. provides discretionary investment management primarily focused on fixed income, especially municipal bonds, serving individuals, high-net-worth clients, trusts, estates, retirement accounts, and select institutions. The firm also offers sub-advisory and consulting services, employing an active investment approach supported by internal research and industry relationships.

Brandon Boyd is a financial advisor at Legacy Advisory Group, Inc. in Santa Ana, CA, holding a Series 66 designation with 17 years of industry experience. His career includes roles at LPL Financial, Crown Capital Securities, and Heritage Planning Financial Group, where he is also co-owner of a tax preparation and accounting practice. Legacy Advisory Group, Inc. provides portfolio management and advisory services to individual, high-net-worth clients, and retirement plans. The firm utilizes a model-informed investment process overseen by an internal committee and offers both discretionary and non-discretionary account management through a range of program-based services.

Michael Lagos is a CFP® professional with 38 years of industry experience. He is the president of Lagos Wealth Advisors, where he has worked since 1995, and has also been affiliated with Madison Avenue Securities, LLC since 2022. In addition to his advisory role, he is involved in a referral business focused on securing R&D and ERC tax credits through partnerships with CPA and law firms. Lagos Wealth Advisors serves individual clients, including high-net-worth individuals, sponsoring organizations, and other entities by offering discretionary portfolio management, retirement plan consulting, and advisory referral services. The firm employs the AssetMark platform and third-party managers to implement customized investment strategies and manages a Next Level IRA program using a quantitative and qualitative scoring process for mutual funds.

West Cohan is a CFP® with 11 years of industry experience and currently serves at InvestLinc Wealth Services. He has worked with InvestLinc in various forms since 2013. Outside of his advisory role, Mr. Cohan is the CFO and founder of Lémore, a skincare company. InvestLinc Wealth Services provides wealth management and investment advisory services to high-net-worth individuals, families, and related entities. The firm designs tailored multi-asset portfolios, incorporating fundamental, technical, and quantitative analysis, and offers access to both traditional and alternative investments.

Michael Vaughn is a Series 65-licensed financial advisor with Vaughn Investment Advisors Inc. in Tustin, CA, where he has worked since 2007. He has 12 years of industry experience. Vaughn Investment Advisors Inc. is a fee-only registered investment adviser managing approximately $74.85 million in assets. The firm serves individuals, retirement accounts, trusts, pensions, profit-sharing plans, and corporations, using a team-based investment process that combines top-down macro analysis with bottom-up security selection and emphasizes diversification through ETFs and ETNs.

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.

Tami Simpson is a financial advisor with Wealth Financial Group West, Inc. in Costa Mesa, CA, holding CFP® and Series 65 credentials and bringing 18 years of industry experience. She has worked with several firms, including Gradient Advisors, LLC and Brokers International, and is also the owner of Simpson & Simpson Life Insurance Services, Inc. Wealth Financial Group West, Inc. provides discretionary asset management, financial planning, and third-party manager recommendations to individual and high-net-worth clients. The firm develops investment strategies based on client goals, time horizons, and risk tolerance, employing fundamental, technical, and cyclical analysis, and offers ongoing portfolio oversight and tailored financial plans.

Brian Walker is a financial advisor at SVL Investment Management with 29 years of industry experience. He previously worked at Thrivent Investment Management and Thrivent Financial for Lutherans for 22 years. Walker has held a Series 63 designation and has experience as a former insurance agent earning trailer commissions. SVL Investment Management is a boutique, research-oriented firm serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment approach that incorporates strategic asset allocation, monthly rebalancing, and a proprietary valuation model with a long-term horizon.

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.

Armand Batocabe is a financial advisor at Golden State Capital Inc. with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various firms including LTNG Capital, X Capital Advisors, and SecureVest Financial Group. He is also involved with ACB Partners LLC and has prior experience at Blue Sky MLS, Inc. Golden State Capital Inc. provides investment advisory services primarily to accredited investors and family offices, focusing on private and alternative investments such as private equity, credit, real estate, and venture capital. The firm employs a non-discretionary, tailored approach emphasizing long-term strategies and customized due diligence on private placements.

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.