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.

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 financial advisor at P&L Family Wealth in City of Industry, CA, holding the PFS™ designation with one year of industry experience. His prior roles include positions at Carmel Capital Partners, Axxcess Wealth Management (Osprey Capital Partners), Pelletier & Leo, LLP, and PricewaterhouseCoopers, LLP. P&L Family Wealth provides wealth management and financial planning services to individuals, high-net-worth clients, and businesses, using a combination of passive and active investment strategies grounded in Modern Portfolio Theory. The firm employs model portfolios and third-party managers, offers discretionary trading authority with client-imposed restrictions, and features standalone financial planning and fixed-fee arrangements in its service offerings.

Richard Blosser is a financial advisor at Pathfinder Wealth Advisors, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 36 years of industry experience. His prior roles include positions at Wedbush Securities, Axxcess Wealth Management, Wells Fargo Advisors, UBS Financial Services, and Morgan Stanley. Pathfinder Wealth Advisors serves affluent families, entrepreneurs, executives, and institutional accounts, focusing on high-net-worth individuals. The firm offers comprehensive portfolio and asset management, standalone financial planning, and family office services, employing a goals-based approach that integrates low-cost beta exposures, alternative investments, and personalized strategies including the use of derivatives and margin borrowing.

Reggie Wilson is the principal of Epic Wealth Advisors, Inc. in Los Angeles, CA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has founded and presides over multiple related financial and insurance businesses, including EPIC Financial Consulting Inc. and EPIC Financial Insurance Services, Inc. His outside activities include providing consulting services to families and businesses aimed at improving operational efficiency and after-tax profits. Epic Wealth Advisors is an independent firm offering retirement and financial planning services primarily to individuals and high-net-worth families. The firm focuses on risk analysis and asset-allocation advice, referring clients to third-party investment advisers and insurance products for implementation, and regularly reviews client recommendations annually.

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.

Adam Gold is a financial advisor at Katam Hill LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and Espial Capital Management. Katam Hill LLC provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, and institutional and pooled vehicles such as pension plans and endowments. The firm follows a fundamental, bottoms-up long/short equity strategy focused on technology, media, and communications, offering both non-leveraged and leveraged model portfolios tailored to client needs.

Tom Binder is a financial advisor with Holistic-Solutions in Santa Monica, CA, holding a Series 65 designation and six years of industry experience. He has operated Tom Binder Fine Arts, a fine art publishing business, since 1986. He is also involved with the YMCA of Metropolitan Los Angeles. Holistic-Solutions provides financial planning and investment consultation to individuals and businesses, offering educational workshops on retirement, college funding, and estate planning. The firm uses a combination of fundamental and technical analysis with strategies such as core-plus-satellite and Modern Portfolio Theory, focusing on diversified, tax-efficient, and low-cost investment vehicles.

Robin Westlund is the principal of West Grove Wealth, LLC, an independent registered investment adviser. He holds a Series 65 designation and has experience in entrepreneurship and small-business consulting through roles at firms including The Stolen Gnome and Ginsa Brands. His background includes involvement with creative and media ventures. West Grove Wealth serves individual and high-net-worth clients with fee-only financial planning and discretionary portfolio management. The firm employs an asset-allocation approach combining passive and active strategies and offers fixed and hourly fee arrangements along with business-owner focused planning services.

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 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.

Daniel Nagy is a CFA charterholder and Series 63 licensee with 43 years of industry experience. He serves as President, CIO, and CCO of Bache Capital Management, where he has worked since 2015, and is also involved with Apexus Capital LLC. Nagy is a member of the investment committee of the Santa Monica Education Foundation, a charitable organization. Bache Capital Management is an independent firm that provides discretionary portfolio management and investment advisory services primarily to individual clients, as well as corporate, charitable, and institutional accounts. The firm focuses on fixed-income management and executes trades for both its clients and a related broker-dealer, with oversight from its CFA-led investment team and compliance structure.

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.

Nicholas Cianci is a financial advisor at Muse Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Morgan Stanley and Susquehanna International Groups. Muse Capital Management LLC provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and pooled investment vehicles. The firm emphasizes diversified portfolios with a derivatives overlay and sponsors private pooled vehicles employing performance-based fees for qualified clients.

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.