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.

Matthew Burnias is a financial advisor with MB Blue GP LLC in Santa Monica, CA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He is also involved as a director with Ekklesia Rising, a parachurch organization focused on sharing the Gospel, and works as a realtor specializing in commercial agriculture and residential properties. Additionally, he owns and manages Sparrow Family Farms, representing an agricultural solutions company. MB Blue GP LLC is an independent registered investment adviser serving individuals, high-net-worth clients, and various institutional and business entities. The firm provides portfolio management, financial planning, and insurance consultation, emphasizing non-discretionary management and employing a diverse range of investment strategies and third-party solutions.

Ernest Wennerberg is the sole advisor at Paradigm Asset Management, Inc. with 32 years of industry experience. He has led Paradigm Asset Management since 1996 and is a licensed Certified Public Accountant in California with a focus on tax planning and preparation. Paradigm Asset Management provides investment management and financial planning services to individual clients and select pension and profit-sharing plans, emphasizing asset allocation through primarily no-load or load-waived mutual funds and managing accounts on a largely nondiscretionary basis.

Daniel Johnson is a financial advisor with Windfall Advisors, LLC, an independent firm based in Santa Monica, CA. He holds a Series 66 designation and has 15 years of industry experience, including roles at Morgan Stanley and Merrill. Johnson also holds a California real estate license. Windfall Advisors LLC provides discretionary portfolio management and comprehensive financial planning primarily for individuals and high-net-worth clients, as well as advising corporate retirement plans. The firm combines various analytical approaches in its investment process and offers fiduciary-focused retirement plan consulting alongside personalized asset management.

Kelly Woo is a CFP® professional with 13 years of industry experience, currently serving as president of Bene Wealth Management Company. Prior to this role, Kelly held leadership positions at Profectus Wealth Management and has been involved in several financial and investment entities, including serving as a co-founder and principal of Profectus Financial and as a board member of Accendo Charity. Kelly also manages real estate and private investment funds, including the Empower Opportunity Zone Fund. Bene Wealth Management Company provides portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and trusts. The firm utilizes fundamental analysis and a long-term trading approach, focusing on mutual funds, equities, ETFs, and fixed-income securities, while documenting risk tolerance and adhering to fiduciary standards for retirement accounts.

William Hoeffer Jr. is a CFP® professional with over 43 years of experience in financial advising. He has been the principal of William C. Hoeffer, Jr. Inc. since 1989 and has held positions at The Leaders Group Inc., Western International Securities, Inc., and Financial West Group. His background includes insurance sales and pension consulting alongside investment advisement. William C. Hoeffer, Jr. Inc. provides comprehensive financial planning and consulting services to individuals, trusts, estates, and employer-sponsored retirement plans, with a focus on non-securities advice such as insurance, taxation, and estate planning. The firm delivers advisory work through individualized written plans or consultations and offers retirement plan consulting while employing fundamental analysis and multiple investment strategies without discretionary asset management.

Mei Lee Ney is the sole advisor at Richard Ney & Associates Asset Management, Inc., with 29 years of industry experience. She has been with the firm since 1973. The firm provides personalized, fee-only discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. Its investment approach combines strategic asset allocation with a core-and-satellite framework, using passively managed index funds and ETFs as the core and selected high-quality stocks or focused funds as satellites, managed with a long-term holding orientation.

Hello! My name is Billy (he/him), owner of Billfold Budget Counseling. I provide accessible financial advice for folks who want to see (or even make) significant, progressive change in our world. My goal is to help you tackle your financial challenges, so you can focus on making the world a more compassionate, diverse, and understanding place. I believe that money is not a natural thing. Be it overspending, living paycheck to paycheck, or a low credit score…these money mishaps are actually quite common. Because of this, I feel that there’s no shame in not understanding personal finance. Heck, when I was studying accounting as an undergrad, I managed to get in over my head with credit card debt. A situation due to a lack of personal finance knowledge. But this overwhelming burden would weigh on my every action, and my not-so-wise decision to ignore the problem only made it worse. I was eventually able to pay off my debt through sheer chance (and lots of part-time work), but I never wanted to feel that level of anxiety again. However, what was bad for me is often worse for others. In this country, there are haves and have-nots, and money has historically been hoarded by haves: rich, white, powerful men. As a privileged white male, I had the opportunities that lead me to eventually being debt-free. I could see how my challenges were relatively small compared to the structural issues that other folks face. So, I’ve made it my mission to not only provide financial planning, education, and coaching but to have my advice be as accessible as possible. Especially to those who have had dealt with money hardships, but still want to give back to their communities. That way, you can focus on your mission to make the world a compassionate, diverse, and understanding place. So if you’re ready to enlist help to tackle your financial burdens (without cliché, condescending advice like “eat less avocado toast” or “don’t buy lattes”), please reach out for a complimentary consultation. https://calendly.com/billfoldbudget/initialconsultation

Ron Nussbaum is the sole advisor at Maverick Value, LLC, an independent registered investment adviser based in Los Angeles, CA. He holds the Series 63 and Series 65 licenses and has 12 years of industry experience, all with Maverick Value since its founding in 2014. Maverick Value provides discretionary investment management primarily for individual clients, including pension and profit-sharing plan clients, which is uncommon for firms of its size. The firm employs a fundamental, value-oriented strategy focused on securities it views as mispriced, managing concentrated portfolios with generally fewer than 20 holdings on a discretionary basis.

Erica James is a CFP® professional with five years of industry experience, currently serving as an advisor at Mana Financial Life Design. Her prior roles include positions at Signify Wealth LLC, Creative Planning, LLC, SBSB Financial Advisors, and The Wolf Group. Outside of her advisory work, she has experience as a property manager. Mana Financial Life Design provides financial life planning, discretionary investment management, employee benefit plan advisory, and estate planning support to individual, high-net-worth clients, and employer plan sponsors. The firm incorporates a long-term investment approach with active tax management and client education through seminars, workshops, and a bi-weekly newsletter.

Trevor Lalisan is a financial advisor at von Adelung Wealth Management in Montrose, CA, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Blacktable Execs and positions with the Church of Scientology International and the Church of Scientology of Pasadena. Von Adelung Wealth Management serves individuals—including both high-net-worth and non-HNW clients—as well as pension plans and corporations, offering discretionary and non-discretionary portfolio management alongside written financial planning. The firm manages approximately $72 million in client assets and employs a multi-faceted investment approach combining fundamental, technical, cyclical, and qualitative analysis.

Ryan Fisher is a Series 65 licensed advisor with Pacific Sun Financial Corp in Los Angeles, CA, bringing nine years of industry experience. He is also president of a law firm specializing in contract review, business advising, and estate planning, and a partner in a racing event company that organizes race events and festivals. Ryan has been with Pacific Sun Financial Corp since 2017. Pacific Sun Financial Corp provides discretionary portfolio management and investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages accounts internally using fundamental analysis and a combination of long- and short-term strategies, with a focus on client-specific objectives and ongoing monitoring.

Guo Liu is a Certified Financial Planner™ (CFP®) with four years of industry experience. He is currently an advisor at Stone Steps Financial, LLC, where he has worked since 2022. Prior to this, he spent ten years at Cornerstone OnDemand, Inc. Stone Steps Financial, LLC provides fee-only financial planning and discretionary investment management to individual and high-net-worth clients, as well as consulting for employer-sponsored retirement plans. The firm employs primarily passive investment strategies using index mutual funds and ETFs, with customized asset allocation targets and regular client reporting.

Robert Jones is a financial advisor at Victus Capital Wealth with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Beverly Hills Wealth Management. Jones has been with Victus Capital Wealth since 2014. Victus Capital Wealth serves individual and high-net-worth clients, trusts, pension plans, and business entities by providing portfolio management and retirement plan consulting. The firm utilizes a blend of fundamental, technical, and cyclical analysis with various investment strategies and regularly monitors and rebalances client portfolios under a fiduciary standard.

Michael Puryear is a financial advisor at Westwood Wealth Management in Los Angeles, CA, holding a Series 66 designation with 20 years of industry experience. He has been with Westwood Wealth Management since 2017 and previously worked at GSG Capital Advisors from 2014 to 2017. Westwood Wealth Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, business entities, and pooled investment vehicles. The firm customizes strategies based on client objectives and risk tolerance, using fundamental and technical analysis across various instruments, and manages roughly $339 million in discretionary assets with a small advisory team.

Robert Eddy is a financial advisor at Eddy Financial, LLC in Santa Monica, CA, holding the ChFC® and Series 63 designations with 47 years of industry experience. His prior work includes roles at Lincoln Investment and Capital Analysts, Incorporated. Eddy Financial serves individual investors, including high-net-worth clients, trusts, small businesses, and employer retirement plans, providing discretionary asset management, financial planning, and retirement plan consulting. The firm offers tailored portfolio construction using a range of investment vehicles and incorporates third-party money managers and institutional funds as part of its investment approach.

Robert Terrell is a financial advisor at R.H. Dinel Investment Counsel, Inc. He holds a Series 65 designation and has been in the industry since 2022, with prior experience at Karlin Asset Management from 2008 to 2025. R.H. Dinel Investment Counsel, Inc. provides customized, discretionary investment management and consultative services to individuals, retirement accounts, trusts, pensions, and foundations. The firm emphasizes in-depth research on individual stocks, prefers long holding periods with growth companies, and tailors portfolios to client needs, managing approximately $169 million in assets with a small, concentrated client roster.

Madeline Darcy is a financial advisor at Bennett Selby Investments, L.P. with a Series 65 credential and one year of industry experience. Prior to joining Bennett Selby Investments, she worked at CA iBank, Kaya Ventures, CircleUp Growth Partners, Victress Capital, Harvard University, and Oliver Wyman. She serves as a venture specialist for CA iBank, evaluating venture capital fund investments and direct investments as part of the SSBCI program. Bennett Selby Investments provides discretionary portfolio management for individual and high-net-worth clients, as well as pension consulting and ERISA Section 3(38) fiduciary services for qualified retirement plans. The firm employs a long-term, value-oriented investment approach with concentrated equity holdings and selective use of options strategies within separately managed accounts.