David Matthew is a financial advisor at Bruin Wealth Advisors LLC with a Series 65 designation. He has experience working at firms including Goldberg & Company, SingerLewak, KPMG, and PwC. Outside of his advisory role, he is the manager and majority owner of 4250 Properties, Inc., a tax consulting company. Bruin Wealth Advisors serves individuals, high-net-worth clients, and institutional entities, offering portfolio management, pension consulting, financial planning, and access to third-party advisory strategies. The firm uses a variety of investment methods and provides both discretionary and non-discretionary management, including referrals to third-party managers and private funds.

Nitin Thakkar is a financial advisor at R Tech Advisors, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with R Tech Advisors since 2008. R Tech Advisors provides comprehensive financial planning, investment portfolio management, and consulting services to individuals, privately held businesses, and pension and profit-sharing plans. The firm delivers customized, non-discretionary advice and offers fiduciary services, estate planning, and business consulting, with a focus on client education and periodic account monitoring.

Melissa Larson is a financial advisor at Larson, Orlan Blaine with four years of industry experience. She holds a Series 65 designation and has prior work experience at Martin & Company, Vance, Thrift & Biller CPAs LLP, Benadon, Shapiro & Villalobos CPAs, and Frome & Associates. Larson, Orlan Blaine serves individuals, small businesses, and trusts, providing personalized portfolio management and financial planning services. The firm integrates tax planning, tax return preparation, insurance review, and estate planning into its advisory offering and uses tailored asset-allocation models across various investment vehicles, managing client accounts primarily on a discretionary basis.

Neeka Miremadi is a financial advisor at Attainable Wealth with a Series 65 credential and one year of industry experience. Prior to joining Attainable Wealth, she worked at Urban Wealth Management and contributed to the CSUN VITA Clinic. Attainable Wealth offers investment advisory and financial planning services to individuals, high-net-worth clients, and some businesses. The firm employs a core passive investment approach utilizing index mutual funds and ETFs with factor tilts and partners with third-party money managers to implement client portfolios.

Miles Rader is a financial advisor at Willner & Heller LLC with three years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at MAP Strategic Wealth Advisors and UBS Financial Services. Outside of finance, he has experience working in the restaurant industry at Wood Ranch BBQ and Grill and Marugame Udon. Willner & Heller LLC provides discretionary investment management services to individuals, pension and profit-sharing plans, and charitable organizations. The firm offers tailored portfolios overseen with regular reviews, incorporating a range of securities and allowing strategies such as margin borrowing and pledging of securities.

Jose Portillo is a financial advisor at Southland Equity Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including R H Investment Corporation, Inc. and R M Duncan Capital Management. Outside of his advisory role, he serves as CFO for R M Duncan Securities and R M Duncan Capital Management, handling financial reporting and compliance tasks. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, and retirement consulting. The firm utilizes a combination of fundamental and technical analysis to manage primarily discretionary portfolios and evaluates third-party managers for specific asset classes.

Jeffrey Richter is a financial advisor at Ares Financial Consulting LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ares since 2016, with prior experience at Pacific Coast Fiduciary, LLC. He is also licensed as an insurance broker, providing life, disability, long-term care, and health insurance to clients. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, diversified investment approach based on Modern Portfolio Theory.

Laura Robayo is a CFP® professional with six years of industry experience, currently serving at Silver Oak Wealth Advisors Services, LLC since 2018. Her prior work includes roles at Save-On Insurance Service Inc and running a daycare business, Bubbles N Colors. Silver Oak Wealth Advisors Services, LLC provides integrated wealth management, financial planning, investment management, and consulting to individuals, high-net-worth families, trusts, charitable organizations, and businesses. The firm employs a Family CFO process with both passive and active investment strategies, focusing on clients undergoing significant financial transitions and incorporating behavioral and psychological considerations in its approach.

David Zuckerman is a CFP®-certified financial advisor with 22 years of industry experience, currently serving at Zuckerman Capital Management, LLC since 2008. He is licensed as an independent insurance agent in California and occasionally writes fixed insurance policies, though this activity comprises less than 5% of his work hours. Zuckerman Capital Management serves individual investors—including high-net-worth clients—along with trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a diversified investment approach blending modern portfolio theory with established investment principles, utilizing actively managed mutual funds and ETFs on an institutional platform with access to specialized third-party managers.

Hilal Yilmaz is a CFA® charterholder with one year of industry experience. She is currently an advisor at Quantitative Financial Strategies and also affiliated with XYPN Sapphire. Her prior experience includes roles at Forward Wealth Management, Inspicio, LLC, and Insight Investment Counsel. Quantitative Financial Strategies serves individual and high-net-worth clients with fee-only investment and wealth management services, emphasizing asset allocation and modern portfolio theory through a blend of passive and active strategies. The firm integrates technology, including AI tools, to support discretionary portfolio management and comprehensive financial planning.

Zenia Delgado is a financial advisor at Galliott Capital Advisors, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley & Co. and Insigneo Advisory Services. Galliott Capital Advisors is a family-office and investment advisory boutique serving high- and ultra-high-net-worth individuals, families, businesses, institutional clients, and retirement plan sponsors. The firm offers asset and portfolio management, financial planning, multi-family office services, and consulting, utilizing a range of investments including equities, fixed income, ETFs, options, and alternatives.

Gillian Goldman is a financial advisor at Stonebridge Capital Management Inc. She holds a Series 65 designation and has been in the industry since 2012, with prior experience at Harold Davidson & Associates from 2016 to 2023. Stonebridge Capital Management provides fee-based investment supervisory services to individuals, families, and institutions, offering customized portfolio management and specialized investment strategies. The firm employs a bottom-up, fundamental analysis approach and assigns a senior portfolio manager to each client for ongoing oversight.

Steve Jurman is a financial advisor at SimplyRich with eight years of industry experience. He holds a Series 65 designation and has been self-employed since 2013. SimplyRich provides financial planning and discretionary investment management to individual and high-net-worth clients, typically requiring a minimum account size of $800,000. The firm uses a diversified investment approach based on modern portfolio theory, offering customized asset allocations and managing clients’ accounts on a discretionary basis.

Jeff Fang is a CFP® with 23 years of industry experience, currently serving as an advisor at Aqua Capital Advisors since 2009. He holds the Series 66 designation and works out of Los Angeles, CA. Aqua Capital Advisors is a fee-only, SEC-registered wealth management firm that provides discretionary investment management and comprehensive financial planning to individuals and families, including high-net-worth clients. The firm emphasizes tailored integrated planning and portfolio construction, typically using diversified, low-cost ETFs with tax-aware strategies under a fiduciary standard.

Michael Lambrakis is a CFP® with 15 years of industry experience. He is currently with Ares Financial Consulting LLC and previously worked at Mariner Platform Solutions and AdvicePeriod, LLC. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations, providing comprehensive financial planning and discretionary portfolio management. The firm employs a long-term, diversified investment approach using mutual funds, ETFs, and customized investment policy statements, and offers educational seminars, workshops, and integrated business-focused services.

Ariel Hartounian is a financial advisor with Acap Asset Management, Inc. in Studio City, CA, holding a Series 65 license and one year of industry experience. Prior to joining Acap Asset Management, he worked at Portfolio Management LLC for one year. Acap Asset Management provides investment advisory services to individuals, trusts, and pension/profit-sharing plans, offering discretionary asset management, financial planning, tax planning, and retirement plan consulting. The firm integrates fundamental and technical analysis with tax-sensitive strategies and emphasizes client education and regular account reviews.

Christopher Hoshyarsar is a financial advisor at Kennedy Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and also serves as an insurance agent through Kennedy Financial & Insurance Services, Inc., where he dedicates approximately half of his time. His prior work includes roles at Weslend Wholesale, Mega Capital Funding, and Chime Charter School. Kennedy Wealth Management provides personalized financial planning and consulting primarily to individual clients, acting as a referral intermediary to registered third-party money managers. The firm offers services such as cash-flow and tax planning, insurance and estate reviews, and educational seminars, while typically not charging direct asset-based fees or managing client portfolios in-house.

John Mcnally is a financial advisor with Alpha Analytics Investment Group LLC in Los Angeles, CA, holding a Series 65 credential and 13 years of industry experience. He has worked at Alpha Analytics since 1999 and also serves as Vice President of Corporate Management Group, Inc., a bookkeeping service. Additionally, he holds the roles of Secretary and Treasurer at PJC and Associates, Inc., an investment holding company. Alpha Analytics provides investment advisory and portfolio management services to individual and high-net-worth clients, trustees, and corporate plans. The firm employs a globally diversified, asset-allocation driven approach using primarily publicly traded mutual funds and ETFs, with portfolio construction guided by written Investment Policy Statements tailored to each client’s goals and risk tolerance.

Alan Goodstein is a CFP® with 32 years of experience in the financial industry. He has been a principal at Goodstein Wealth Management LLC since 2016 and serves as a director at large on the board of the nonprofit New Horizons, Inc. Goodstein Wealth Management is a fee-only advisory firm managing approximately $114 million in discretionary assets, serving individuals and businesses with customized portfolio management, financial planning, and retirement plan consulting. The firm emphasizes client-specific investment policies and fundamental analysis, offering both limited-scope and fully discretionary fiduciary services for ERISA retirement plans.

Candace Lathan is a financial advisor at Yarash Global Solutions Inc. with nine years of industry experience. She holds a Series 66 designation and has previously worked at Principal Securities, Principal Life Insurance Company, and Thrivent Financial. Outside of her advisory role, she mentors undergraduate finance students through the Lancer Financial Collective and serves on the board of directors and as chaplain for Habitat for Humanity. Yarash Global Solutions Inc. provides investment advisory services primarily to high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm offers discretionary portfolio management and business consulting using a range of analytical methods across various asset classes, managing approximately $20 million for about 21 clients.