Travis Ivanoff is a financial advisor at Ivanoff Wealth Management Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at Tucker Asset Management LLC and Ivanoff Wealth Management since 2017. Outside of advisory services, he is president of Travis Ivanoff Insurance Services Inc., where he sells insurance products. Ivanoff Wealth Management provides discretionary asset management and financial planning to individuals, retirement plans, corporate and institutional investors, and other registered investment advisors. The firm primarily uses third-party sub-advisors and co-advisors to manage portfolios tailored to client objectives and risk tolerance.

George Thompson is a financial advisor with Redhawk Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has previously worked at Securities America, Inc. and Securities Service Network, Inc., and is also president of Thompson Wealth Management, a registered investment advisor. Outside of advising, he owns Prosperity Publishing, through which he self-publishes books, CDs, DVDs, and online shows, and serves as treasurer and chair of the Audit, Budget, and Finance Committee for USA Volleyball. Redhawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies by providing investment management, financial planning, and ERISA retirement-plan services. The firm employs a risk-based investment process supported by third-party tools and offers specialized account types and services, including oversight of held-away accounts and support for captive insurance company clients.

Thea Nesis is a Series 65-licensed financial advisor with seven years of experience, currently with Applied Wealth Management in Santa Monica, CA. She has held roles at Miracle Mile Advisors, LLC, and operates Thea Nesis LLC, where she provides consulting and solicitor services. Additionally, she has a background in law but does not actively practice. Applied Wealth Management serves individuals, business entities, charities, and retirement plans, offering comprehensive financial planning, portfolio management, and estate-planning support. The firm employs an investment approach centered on asset allocation and modern portfolio theory, utilizing custom model portfolios and third-party sub-advisers, with accounts typically managed on a discretionary basis.

Hilberto Cerda is a CFP® professional with 14 years of experience in financial advising. He has worked at Cerda Munoz Advisors, Inc. since 2013 and previously held roles at Cerda Wealth Management and Wealth Management Lab. In addition to his advisory work, he prepares individual income tax returns as a salaried employee. Cerda Munoz Advisors, Inc. serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm’s investment strategy follows Modern Portfolio Theory and includes diversified allocations across multiple asset classes, supported by tax and accounting expertise integrated into its service model.

Jeffrey Wolman is a financial advisor at WWM Advisory Inc. with 14 years of industry experience and holds a Series 65 designation. He has been with Wolman Wealth Management since 1995, where he provides both business management and investment advisory services, primarily for clients in the entertainment industry. Approximately 20% of his time is devoted to investment advisory work, with the remainder focused on business management. WWM Advisory Inc. offers investment advisory and portfolio management services mainly to individual clients, including high-net-worth individuals, and pension or profit-sharing plans associated with its affiliated business-management practice. The firm emphasizes asset allocation and mutual fund/ETF analysis to create tailored portfolios, with accounts reviewed quarterly and managed on a discretionary basis when appropriate.

La Nedra Munson is a financial advisor at Avant Garde Capital with 13 years of industry experience. She holds the Series 65 designation and has been with Avant Garde Capital since 2012. Avant Garde Capital serves a small number of individual and high-net-worth clients, providing portfolio management and related investment advisory services with an emphasis on direct oversight of client accounts. The firm offers educational seminars and workshops alongside its advisory services.

Christopher Mais is a financial advisor at The Chartist with 28 years of industry experience. He has held Series 63 and Series 65 credentials and has been with The Chartist since 1999. The Chartist provides fee-only, discretionary portfolio management for individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses predefined model portfolios and a combination of charting and technical analysis, offering both long-term and short-term trading strategies alongside published subscription newsletters with trade recommendations.

Mark Dziuba is a financial advisor at Pinnacle Capital Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wildermuth Advisory and Unified Financial Securities. In addition to his advisory role, he teaches securities licensing courses through Pass Perfect. Pinnacle Capital Advisors provides non-discretionary financial planning and consulting for individuals, high-net-worth clients, family offices, trusts, corporations, and corporate executives. The firm uses a long-term, fundamental approach and may recommend both traditional and alternative investments, emphasizing client participation and tailored plans.

Julian Scott is a financial advisor at WellAcre Global Wealth Advisors in Santa Monica, CA, holding a Series 65 designation with one year of industry experience. Prior to joining WellAcre, he worked at Generate Capital and McKinsey & Company, and completed an MBA program at The Wharton School. WellAcre Global Wealth Advisors provides investment advisory and planning services to individuals, trusts, pension plans, and business entities. The firm employs multiple analytical methods to create tailored asset allocation strategies and offers a wide range of services including discretionary portfolio management, financial planning, and retirement plan consulting.

Bradley Kaiser is a financial advisor with HG Wealth Partners LLC in Long Beach, CA, holding the ChFC® designation and Series 63 and 66 licenses. He has 24 years of industry experience, including roles at Western International Securities, Inc. and Hamilton Grant LLC. In addition to his advisory work, he provides consulting services to broker-dealers and registered investment advisers. HG Wealth Partners is a small registered investment adviser offering discretionary portfolio management and standalone financial planning to individual clients, families, trusts, and select institutional accounts. The firm manages portfolios primarily through fundamental analysis and periodic reviews, with financial planning services available as separate, time-limited engagements.

George Zuluaga is a financial advisor with Avina Financial Group, Inc. in Bellflower, CA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and WiseWealth Financial Advisors, along with ongoing work as a licensed insurance agent since 2007. Avina Financial Group serves individual clients, retirement plans, charitable organizations, and businesses, offering financial planning, portfolio management, and pension consulting. The firm provides services through a wrap fee program, emphasizing retirement plan consulting and participant education.

Christine Chui is a financial advisor with Tortuga Wealth Management in Torrance, CA, holding a Series 66 designation and 19 years of industry experience. She has worked at Tortuga Wealth Management since 2021 and also maintained roles with LPL Financial during this time. Outside of advisory services, she has experience managing family trusts and real estate rental properties. Tortuga Wealth Management serves individuals and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm utilizes a mix of fundamental and technical analysis and employs a variety of investment strategies, delivering services primarily through LPL Financial–sponsored programs and its own wrap fee offering.

Angela Sheldon is a CFP® and holds a Series 66 license with 24 years of industry experience. She has been with Tortuga Wealth Management since 2010, working alongside the team in Torrance, CA. Tortuga Wealth Management advises individuals and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm employs a combination of fundamental and technical analysis and utilizes multiple LPL Financial–sponsored programs alongside its own wrap fee offering.

John Boyd is a CFP® with eight years of industry experience currently serving at MDRN Wealth. His prior experience includes roles at Fidelity Brokerage Services and Charles Schwab & Co., Inc. He is involved in providing financial literacy education and pro-bono planning resources as part of the Arizona Department of Corrections’ Inmate Rehabilitation and Reentry program. MDRN Wealth serves individual and high-net-worth clients with portfolio management, financial planning, and estate-planning services through a partnership with Encore Estate Plans. The firm uses a documented Investment Policy Statement to tailor investment programs and combines fundamental analysis with modern portfolio theory, offering discretionary and non-discretionary management under a fiduciary standard.

Mitchell Kraus is a CFP® with 32 years of industry experience, currently serving at Capital Intelligence Advisors, Inc. since 2004. He also has a longstanding affiliation with LPL Financial, LLC dating back to 2003. Kraus conducts seminars on financial planning and related topics for businesses and associations. Capital Intelligence Advisors provides financial planning services to individuals, families, small businesses, and institutional clients, focusing on written financial plans and ongoing planning engagements rather than discretionary portfolio management. The firm does not take custody of client assets and offers clients the option to implement recommendations through affiliated brokerage and insurance channels.

Brian Beckman is a financial advisor at Hermosa Wealth Management in Torrance, CA, with five years of industry experience. He has been with Hermosa Inc. since 2020 and has operated Beckman Consulting Inc. since 2010. Hermosa Wealth Management provides discretionary asset management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $24.5 million in client assets and offers goal-driven advisory services that incorporate fundamental and technical analysis, periodic reviews, and rebalancing, along with educational seminars and workshops for the public.

Jeffrey Weston is a financial advisor at Tortuga Wealth Management with 13 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He serves on the board of the Kaena Foundation, a nonprofit organization. Tortuga Wealth Management advises individuals and high-net-worth clients, providing financial planning, consulting, and discretionary portfolio management. The firm manages approximately $223 million in discretionary assets and utilizes a range of investment strategies through LPL Financial–sponsored programs and its own wrap fee offerings.

Mark Tonoff is an advisor with Penmar Wealth Management LLC in Santa Monica, CA, holding Series 63 and Series 65 licenses. He has 18 years of experience through his role as president and insurance agent at Tonoff Financial Services, Inc., and has been with Penmar Wealth Management since 2025. Penmar Wealth Management provides discretionary asset management and financial planning services tailored to client goals, employing a variety of analytical methods and permitting client-imposed investment restrictions. The firm serves a small client base and maintains affiliated insurance businesses alongside its advisory services.

Steven Mansell is a financial advisor at Kodiak Capital Advisors LLC with five years of industry experience. He holds a Series 65 designation and has previously worked for the Los Angeles County Office of Education from 2006 to 2020 before retiring in 2020. Mansell has been with Kodiak Capital Advisors since 2021. Kodiak Capital Advisors LLC is a state-registered investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm uses fundamental analysis and may focus on small- and medium-cap securities, employing various investment strategies including stocks, bonds, ETFs, and options.

Ritwik Kumar is a financial advisor at Leyland Cypress, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at DBD Partners and RIGZ. Leyland Cypress, LLC provides investment monitoring and recommendation services primarily to individual clients and other entities, employing a quantitative ETF arbitrage strategy focused on asset allocation. The firm emphasizes daily account monitoring and frequent client reporting through a secure portal and quarterly written updates.