Carlo Lorenzana is a financial advisor at Brookside Wealth Management LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Bank, N.A. prior to founding his independent advisory firm in 2017. In addition to his advisory work, he was involved with CDL Insurance Service, LLC for seven years. Brookside Wealth Management LLC is a state-registered independent advisory firm that provides portfolio management and financial planning services to individuals, charitable organizations, corporations, and insurance companies. The firm’s investment approach integrates cyclical and fundamental analysis with modern portfolio theory and employs a range of instruments including private placements and venture capital funds, focusing primarily on high-net-worth and institutional clients.

Jack Tsai is the principal advisor at Tsai Wealth Management in Pasadena, CA, holding the PFS™ and Series 65 designations with 19 years of industry experience. He is also the owner of Jack Tsai & Associates, a CPA firm where he spends approximately half of his time. His prior work includes five years at Colton Wealth Management. Tsai Wealth Management provides personalized financial planning, investment management, and consulting services to individuals, pension and profit-sharing plans, and trusts. The firm employs a long-term, buy-and-hold investment approach focused on strategic asset allocation and diversification, managing portfolios primarily with no-load institutional mutual funds, ETFs, fixed-income securities, and certificates of deposit.

Philip Boucher is a financial advisor with PVB Wealth Management, LLC in Pasadena, CA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to founding PVB Wealth Management in 2018, he worked at United Planners' Financial Services of America and Penniall & Associates, Inc. He is also a licensed insurance agent. PVB Wealth Management provides portfolio management services to individual and high-net-worth clients and sponsors a wrap fee program. The firm offers a multi-method investment approach, manages most assets on a non-discretionary basis, and conducts regular account reviews.

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.

Sanjay Tolia is a financial advisor at Kubence with 12 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Marine Layer Securities and Institutional Securities Corp. Outside of his advisory work, he serves on the boards of Pharm, LLC, a consumer packaged goods company in the plant-based wellness sector, and Agrify Inc., a branded beverage company. Kubence is an independent firm that provides discretionary investment management to registered investment advisors as well as individual and corporate clients through a web- and mobile-based platform. The firm focuses on box-spread option strategies and separately managed portfolios of structured notes, using algorithm-driven models to generate recommendations and exercise discretionary trading authority.

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.

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.

Keith Holt is the sole advisor at Holt Investment Advisors in Manhattan Beach, CA, with 31 years of experience operating under his firm’s name. He holds a Series 63 designation. Outside of his advisory work, he is involved in Red Fir Ranch Enterprises, a business focused on the sale of Christmas trees and related items. Holt Investment Advisors is an independent sole proprietorship serving individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a systematic, goals-based process to establish investment policies and implements portfolios using a proprietary “Three Dimensional Diversification” approach across asset allocation, investment philosophy, and custodian.

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.

Daniel Cloud is a financial advisor with Cloud, Minturn & Associates, LLC, holding the ChFC® designation and Series 66 license. He has 20 years of industry experience and has been with Cloud, Minturn & Associates and CMA Insurance Services since 1986. Cloud, Minturn & Associates provides financial planning, retirement planning, and consulting services to individuals, high-net-worth clients, and businesses. The firm focuses on asset allocation, mutual fund and ETF analysis, and due diligence on independent registered investment advisers, offering a unique intermediary service for money manager selection and monitoring.

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.

Keith McBride is the sole advisor at Keith McBride Financial Services Inc. in Torrance, CA, holding a Series 65 designation with 14 years of industry experience. He previously worked at Integrity Financial Corporation from 2010 to 2019 and has maintained his own firm since 2016. In addition to his advisory role, McBride is a licensed insurance agent. Keith McBride Financial Services Inc. provides investment advisory services to individuals, high-net-worth clients, and pension or profit-sharing plans, focusing on portfolio management, financial planning, and pension consulting. The firm employs a diverse investment process incorporating various analysis methods and offers both discretionary and non-discretionary management with regular portfolio monitoring and quarterly reviews.