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.

Amy Qian is a financial advisor with Agape Wealth Management LLC, holding the ChFC® designation and Series 66 license, and has five years of industry experience. Her background includes roles at Merrill, J.P. Morgan Securities, Wells Fargo, and AGL Employee Distributors/AIG. She also maintains an affiliated insurance practice in Pasadena, CA, dedicating part of her time to insurance sales and service. Agape Wealth Management LLC provides discretionary asset management services primarily for individual and high-net-worth clients, using tailored portfolios based on clients' goals, time horizons, and risk tolerance. The firm employs a variety of analytic methods and manages portfolios with periodic rebalancing and tax-loss harvesting.

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.

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.

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.

Mitchell Miller is a financial advisor with Hermosa Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked at Sutter Securities Incorporated since 2019 and Boustead Securities, LLC since 2015. Outside of his advisory roles, Miller serves as CFO of H3 High Security Solutions LLC. Hermosa Capital Management provides non-discretionary investment advisory services primarily to pooled investment vehicles, institutions, and financial intermediaries, and also offers financial planning and consulting. The firm emphasizes fundamental analysis and separate-account portfolio construction, while also marketing third-party investment managers through a sales-and-marketing approach.

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.

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.

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.