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.

Jason Rounick is a CFP® and ChFC® affiliated with Westlight Wealth in Venice, CA, with three years of industry experience. He has been operating under Rounick Capital Management LLC d/b/a Westlight Wealth since 2023 and was self-employed from 2012 to 2023. Westlight Wealth offers discretionary portfolio management and integrated financial planning services to individual and high-net-worth clients. The firm applies a combination of cyclical, fundamental, and quantitative analysis across various investment strategies and incorporates proprietary cash-flow projection and Monte Carlo analysis in its financial planning approach.

Mitchell Blake is the sole advisor at Mitchell Financial Planning in Culver City, CA, holding a Series 65 credential with nine years of industry experience. He previously worked at the RAND Corporation for 27 years and continues to perform occasional finance-related work for RAND on a limited basis. Mitchell Financial Planning provides personalized financial planning and investment advisory services to individual clients, focusing on areas such as cash flow, tax, insurance, retirement, education funding, and estate planning. The firm operates as a fee-only, independent practice using a strategic, core-and-satellite asset allocation approach grounded in Modern Portfolio Theory, with recommendations delivered through standalone financial plans rather than ongoing discretionary management.

Kambiz Mahdavi is the sole advisor at K financial Services, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He previously worked at J.P. Morgan Securities from 2012 to 2017. In addition to his advisory role, Mahdavi operates an affiliated insurance practice that involves fixed insurance sales. K financial Services, LLC is a registered investment manager providing non-discretionary direct asset management, financial planning, and public seminars and workshops. The firm constructs portfolios based on client objectives and fundamental analysis, requiring prior client approval for trades, and uses third-party custodians for asset custody and trade execution.

Michael Markarian is a financial advisor at MB3 Consulting LLC with 39 years of industry experience. He held a role at Lincoln Financial Advisors Corporation for 21 years before founding MB3 Consulting in 2019. Markarian is also co-owner of SID Ventures LLC, a real estate management and development company, and operates as a licensed insurance agent. MB3 Consulting LLC provides portfolio management and family office services to individuals, including high-net-worth clients, and corporate clients such as banks and thrift institutions. The firm combines traditional investment advisory work with business and administrative functions, employing a long-term investment approach based on modern portfolio theory.

Nigel Taylor is the sole advisor at Taylor & Associates in Santa Monica, CA, with 22 years of industry experience. He holds a Series 63 designation and has led Taylor & Associates since 2003. In addition to his advisory work, he offers fixed and variable life insurance products under a separate California license. Taylor & Associates serves individuals, families, trusts, retirement plans, and small businesses by providing investment advisory services, financial planning, and ongoing portfolio monitoring. The firm employs a long-term, buy-and-hold allocation strategy across a range of investments and operates on a non-discretionary basis, allowing clients to maintain control over investment decisions.

Robert Ades is a financial advisor with ADES Investment Counsel, Inc. in Los Angeles, CA, holding a Series 66 designation and 23 years of industry experience. He founded Robert Ades Accountancy Corp., a CPA firm, and serves as a trustee for various family trusts as well as the profit sharing trust of his accountancy firm. ADES Investment Counsel primarily serves individual and high-net-worth clients, retirement-plan participants, trusts, pension/profit-sharing plans, and business entities, providing portfolio management, financial planning, and investment consulting. The firm employs a long-term, passive-oriented investment strategy based on Modern Portfolio Theory, using diversified asset allocations implemented mainly with index funds and ETFs, including Dimensional Fund Advisors products.

Alexander Tuckman is a financial advisor at Wealth Management Partners of Los Angeles with nine years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current role, he worked at Providence Financial and Insurance Services, Inc. and Searchlight Financial. Outside of advising, he manages a real estate business as the owner of Barbara Howard LLC. Wealth Management Partners of Los Angeles provides discretionary portfolio management and financial planning to individual and high-net-worth clients, utilizing multiple third-party platforms and sub-advisors. The firm’s investment approach blends fundamental analysis, modern portfolio theory, and technical analysis, often incorporating option strategies within separately managed accounts.

Benjamin Yashar is a financial advisor at Altman Sacks Corporation with six years of industry experience. He holds a Series 65 designation and has been with Altman Sacks since 2015. Outside of his advisory role, he is involved in a separate computer programming consultancy. Altman Sacks Corporation provides investment supervisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and charitable organizations. The firm employs a long-term, tactical asset-allocation approach using fundamental, quantitative, and qualitative analysis, offering discretionary and non-discretionary management that includes ETFs, individual equities, and precious metals, with regular account monitoring.

Michael Femino is the sole owner and advisor at New Economy Capital Management LLC, an independent firm based in Marina Del Rey, CA. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, having led his firm since 2004. New Economy Capital Management LLC provides discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, trusts, small businesses, charitable foundations, and pension or profit-sharing plans. The firm primarily invests in publicly traded securities with a focus on long-term capital appreciation and capital preservation, employing a bottom-up stock selection process and offering customized portfolios tailored to client goals.

Darren Capeloto is a financial advisor at DCapital Wealth LLC with over 25 years of industry experience. He holds a Series 65 designation and previously worked at Wellington Management Company and Payden & Rygel. DCapital Wealth LLC is an independent, single-advisor registered investment adviser managing approximately $37.9 million for about 40 clients. The firm offers discretionary portfolio management and financial planning services to individuals, trusts, charitable organizations, and retirement plans, using a research-driven total return approach that incorporates both traditional and alternative asset classes along with tactical trading.

Dafu Han is the principal advisor at Han Assets Management LLC in Venice, CA, holding a Series 65 designation. He has one year of industry experience and previously worked at Wholesome Consultancy LLC and AdColony. Outside of his advisory role, he is involved with a marketing consulting business that developed portfolio-reporting software for family entities. Han Assets Management LLC provides investment advisory services primarily to individuals, high-net-worth clients, trusts, and corporations, often acting as an outsourced chief investment officer (OCIO). The firm employs a top-down, multi-asset, and multi-manager approach focused on portfolio-level allocation, sub-adviser oversight, and consolidated reporting.

Lawrence Bartlett is the sole advisor at Bartlett, Lawrence E and holds a CPA designation with 40 years of experience in accounting. He has been practicing as Lawrence E Bartlett CPA since 1986. The firm provides discretionary investment supervisory services primarily to individuals, corporations, and charitable organizations, focusing on U.S. common-stock portfolios with a growth and momentum orientation. Its approach combines fundamental research and technical analysis, with portfolio tactics including ADRs, high-dividend stocks, covered calls, and, with client consent, margin or listed options.

David Hindi is a CFP® professional with 28 years of industry experience. He is the principal advisor at OakGrowth Wealth Management LLC, an independent firm he founded in 2020. Prior to that, he worked at Avantax Investment Services, INC. and DH Advisors for 18 years. In addition to his advisory work, he is a licensed life and health insurance agent, providing related services since 2000. OakGrowth Wealth Management serves individual, high-net-worth, and business clients with investment management and comprehensive financial planning. The firm primarily uses passive investment strategies with non-discretionary account supervision, offering tailored advice on portfolios, cash flow, insurance, retirement, tax, and estate matters.

Dominika Watson Umali is a CFP® and CFA® with five years of industry experience. She is the sole advisor at MyFi Financial, where she has worked since 2022. Prior to that, she was with Prosperity Liftoff LLC and Round Hill Asset Management. Outside of finance, she tutors STEM subjects independently in Pasadena, CA. MyFi Financial provides fee-only financial planning services to individuals, including high-net-worth clients, through project-based and hourly engagements as well as group educational seminars. The firm emphasizes fundamental analysis and modern portfolio theory, generally favoring passive asset allocation, and does not provide discretionary investment management or custody of client assets.

Akiva Glazerson is a financial advisor at STQ Capital with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Lido Advisors, PIMCO Investments, RBC Capital Markets, UBS Financial Services, and Deutsche Bank. STQ Capital is a fee-only registered investment adviser serving individuals, high-net-worth clients, and charitable organizations. The firm integrates investment management with financial planning, employing an asset allocation strategy based on Modern Portfolio Theory that blends passive and active approaches.

Matthew Farwell is a CFA charterholder and financial advisor at Penmar Advisors, LLC, with 15 years of industry experience. His prior roles include positions at Odeon Capital Group, Roth Capital Partners, and Imperial Capital Asset Management. Penmar Advisors, LLC is an investment manager offering discretionary and non-discretionary asset management, financial planning, and consulting services. The firm utilizes fundamental and cyclical analysis, employing various equity strategies, options, derivatives, and alternative investments tailored to client objectives and risk tolerances.

Robert Wycoff is a financial advisor at BrightOrange Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at Light Capital Management, LLC. Outside of advisory services, he is involved in real estate as owner and CEO of Raymond Hill Realty and serves as a healthcare consultant for RadSurg. BrightOrange Advisors is an independent registered investment adviser serving individuals, trusts, estates, businesses, and retirement plans. The firm offers discretionary investment management and financial planning, using customized portfolios that incorporate exchange-traded funds, individual securities, and options with both fundamental and technical analysis.

Shauket Sherali is a financial advisor at Spondeo Capital, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Spondeo Capital provides discretionary portfolio management and retirement plan consulting to individuals, families, trusts, corporations, and employer-sponsored retirement plans. The firm employs a blend of fundamental, technical, quantitative, and sector analysis to manage diversified portfolios and offers ongoing consulting services to plan sponsors.

Peyton Mcelyea is a financial advisor at Dirigo Investment Advisors, LLC in Santa Monica, CA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Dirigo Investment Advisors since 2016. Dirigo Investment Advisors is a small, independent registered advisory firm serving individuals, including high-net-worth clients, as well as charitable organizations and endowments. The firm provides discretionary and non-discretionary portfolio management and financial planning, employing a range of strategies from long- and short-term purchases to more active trading, and incorporates complex instruments such as derivatives and warrants to tailor portfolios according to client objectives and risk tolerance.