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 eight years of industry experience. She holds a Series 66 designation and has worked previously at Principal Securities, Principal Life Insurance Company, and Thrivent Financial. Outside of her advisory role, she serves as an industry mentor for a student investment group at California Baptist University, participates on the board of a Habitat for Humanity affiliate, and is a co-owner of a business coaching LLC. Yarash Global Solutions primarily serves high-net-worth individuals and institutional clients, offering discretionary portfolio management, retirement plan consulting, and business consulting. The firm uses a combination of fundamental, technical, quantitative, and sector analysis to construct and manage portfolios that include individual securities, ETFs, and alternative investments.

Lindsay Bourkoff is a Certified Financial Planner® with 20 years of industry experience. She is currently with Shrier Wealth Management, LLC, having joined the firm in 2025 after 19 years at Linsco/Private Ledger Corp. Shrier Wealth Management serves a diverse client base including individuals, trusts, nonprofits, and corporate clients, providing asset management, financial planning, and retirement consulting. The firm employs a multi-method investment approach and offers active management of donor-advised fund assets alongside a broader range of advisory services beyond typical retail wealth management.

Stephanie Chow is a financial advisor at Harold Davidson & Associates, Inc. with one year of industry experience. She holds the Series 66 designation and previously worked at UBS and other firms. Outside of her advisory role, she is also a notary. Harold Davidson & Associates, Inc. manages approximately $358 million in discretionary assets for individuals, trusts, retirement plans, and other entities. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing fundamental analysis and a combination of long- and short-term strategies across various investment vehicles.

Kenneth Willner is a financial advisor with Willner & Heller LLC in Encino, CA, holding a Series 65 credential and 9 years of industry experience. He has been a partner at Willner & Ornedo LLP, a non-investment related tax preparation business, since 1977, dedicating approximately 20 hours per week to that role. Willner has worked at Willner & Heller LLC since 2004. Willner & Heller provides discretionary asset management and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $164 million across about 150 client relationships, emphasizing individualized portfolio construction, continuous supervision, and a range of investment strategies including the use of margin loans on a case-by-case basis.

Daniel Conway is the founder and sole advisor at Conway Capital Management, Inc. in Burbank, CA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led his firm since 2004 and has prior experience in capital markets and the entertainment industry. Conway Capital Management provides investment management services to high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, and other legal entities. The firm employs a long-term investment approach supported by fundamental analysis and tailors portfolios to client objectives, managing approximately $212.8 million for about 68 clients.

Shawn Patt is a financial advisor at Atala Financial Inc with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley and City National Bank. Outside of advising, Patt is a professor at UCLA Anderson School of Management, teaching business and finance courses, and is the CEO of Fantasy Clubhouse, a business connecting professional athletes with fans through golf. He is also involved in financial education through authoring textbooks and serving on the CPWA Certification Commission. Atala Financial provides portfolio management, financial planning, and business consulting primarily to individual and high-net-worth clients, as well as institutions such as pension plans and trusts. The firm employs a multi-faceted investment approach combining quantitative, fundamental, technical, and economic analysis, with a focus on discretionary strategies including listed securities, derivatives, and private investments.

Lisa Harwood is a CFP®-certified financial advisor with 18 years of industry experience. She has worked at Ventura Advisors since 2012 and previously held roles at Citizens Business Bank and Montecito Bank and Trust. Harwood is based in Woodland Hills, CA, and holds Series 63 and Series 65 licenses. Ventura Advisors is a fee-only firm that provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation through passively managed index funds and ETFs, focusing on diversification, tax efficiency, and cost containment.

Han Cho is a financial advisor with Positive Delta Asset Management LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Positive Delta since 2011. Outside of advisory work, he holds a California real estate broker license and has been involved with real estate brokerage activities. Positive Delta Asset Management provides separately managed account services to individual and institutional clients, offering a Global Alpha multi-asset ETF strategy and customized portfolio management. The firm manages client assets using quantitative models and maintains transparency through client-held custody arrangements.

Matthew Crisafulli is a CFP® with 11 years of industry experience, currently serving at Acap Asset Management, Inc. since 2014. He holds the Series 65 designation and works from Studio City, CA. Acap Asset Management, Inc. provides investment advisory services to individuals, trusts, and pension/profit-sharing plans, offering tailored portfolios that include a variety of securities and incorporate both fundamental and technical analysis. The firm integrates investment management with tax and retirement-plan consulting services, supported by its affiliation with a Certified Public Accountant.

Matthew Heller is a financial advisor at Willner & Heller LLC with 25 years of industry experience. He has been with the firm since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he leads a professional networking group, Highrise Networks, for which he receives compensation based on membership activity. Willner & Heller LLC provides discretionary asset management and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $164 million across about 150 client relationships, emphasizing individualized portfolio construction, continuous supervision, and a range of investment strategies including the use of margin loans under specific circumstances.

Harold Davidson is the principal of Harold Davidson & Associates, Inc. in Los Angeles, CA, with 28 years of industry experience. He has worked at Harold Davidson & Associates since 1973. Harold Davidson & Associates, Inc. manages approximately $358 million in discretionary assets for individuals, trusts, retirement plans, and other entities. The firm offers portfolio management, financial planning, and retirement plan consulting using fundamental analysis and a combination of long- and short-term strategies across various asset classes, including public securities and private real estate investments.

Janet Gerlings is a CFP® professional with nine years of industry experience. She currently works at Mana Financial Life Design and previously spent seven years at Foothills Financial Planning, Inc. There are no notable outside activities reported. Mana Financial Life Design serves individual and high-net-worth clients as well as employer plan sponsors, offering financial life planning, discretionary investment management, employee benefit plan advisory, estate planning support, and project consulting. The firm employs a long-term investment approach combining liquid, low-cost ETFs and mutual funds with active tax management, and also offers client education through seminars, workshops, and a bi-weekly newsletter.

Irene Hecht is a Series 65-licensed financial advisor at Snow Financial Management, LLC with 11 years of industry experience. She has been with Snow Financial Management since 2016. Snow Financial Management provides discretionary investment management and financial advice to individuals, high net worth clients, trusts, retirement accounts, charitable organizations, and businesses. The firm constructs portfolios tailored to client objectives and uses a range of securities and strategies, including derivatives and options, with a focus on personalized account oversight.

Michael Salam is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Atala Financial Inc. and previously worked at Pacificfront Capital, LLC and Shmellins. Atala Financial provides investment management, financial planning, and business consulting primarily for individual and high-net-worth clients, as well as corporations, pension/profit-sharing plans, estates, and trusts. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to construct tailored portfolios and employs active monitoring and mean-variance optimization to align holdings with client goals.