Kevin Ashworth is a CFA® charterholder with 15 years of industry experience. He has been with Delarme Wealth Management, Inc. since 2025 and previously worked at EP Wealth Advisors for 22 years. Delarme Wealth Management provides discretionary and non-discretionary investment management, financial planning, third-party adviser selection, and pension consulting for individuals, business entities, charitable organizations, and retirement plans. The firm’s investment approach emphasizes diversification and modern portfolio theory, utilizing risk-based allocations to no-load mutual funds and ETFs, along with the documented use of derivatives and options strategies in client accounts.

Gary Karz is a CFA® charterholder with seven years of industry experience. He is currently an advisor at WWM Advisory Inc. and previously worked at Tri Star Sport & Entertainment and as an independent consultant. He is also the owner of INVESTORHOME.COM, a research website that is currently non-active. WWM Advisory Inc. provides investment advisory and portfolio management services primarily to individual clients and pension or profit-sharing plans associated with its affiliated business-management practice. The firm focuses on asset allocation and mutual fund/ETF analysis to create portfolios tailored to clients’ goals, with accounts reviewed quarterly and managed on a discretionary basis when appropriate.

Kenneth Gillespie is a financial advisor at Hermosa Wealth Management with 22 years of industry experience. He holds the Series 63, 65, and 66 designations. His previous work includes roles at Oppenheimer & Co. Inc. and Garv, Inc. Outside of advisory work, he owns Hermosa Tax Inc., a tax preparation and bookkeeping business. Hermosa Wealth Management provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers educational seminars and may engage sub-advisors to manage portfolios, tailoring investment programs to client goals and reviewing them regularly.

Arthur Kraus is a ChFC®-designated financial advisor with over 53 years of industry experience. He has been with Capital Intelligence Advisors, Inc. since 2004 and is also affiliated with LPL Financial, LLC. Kraus conducts seminars on financial planning topics for businesses and associations. Capital Intelligence Advisors provides financial planning services to individuals, families, small businesses, and institutional clients, including pension plans and foundations. The firm focuses on delivering written financial plans and ongoing planning engagements without discretionary portfolio management or custody of client assets.

Thomas Smith is a CFP® professional with two years of experience at Vita Wealth Advisors, LLC and over a decade of prior experience at The Northern Trust Company. He is based in Manhattan Beach, CA. Vita Wealth Advisors offers wealth management and investment services to high-net-worth individuals and various family-related entities, employing discretionary portfolio management that incorporates factor investing and quantitative methods. The firm operates as a small, two-person team providing both traditional and specialty services, including divorce financial analysis and formal written wealth plans.

Richard Lederer is a financial advisor at Lederer & Associates Investment Counsel with 38 years of industry experience. He has been with the firm since its founding in 1986 in Long Beach, California. Lederer & Associates provides discretionary investment supervisory services to individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. The firm manages equity, fixed-income, and balanced portfolios using distinct equity strategies focused on growth and income, maintaining concentrated portfolios with active monitoring and disciplined sell criteria.

Vladimir Pixa is a financial advisor with My Portfolio Guide, LLC, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at firms including Deloitte, Fisher Investments, and Charles Schwab. He has been with My Portfolio Guide since 2010. My Portfolio Guide provides investment supervisory services to individual and high-net-worth clients, as well as pension and profit-sharing plans, using proprietary investment models and a mix of charting, fundamental, and technical analysis to tailor portfolios. The firm also includes financial planning and client education as part of its services.

Edward Berry is a financial advisor at GreenShields Capital LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GreenShields Capital since 2017. Prior to that, he spent a decade at Questar Asset Management and Questar Capital Corporation. Berry is also the president and founder of Youth Awakening Ministries, a nonprofit organization. GreenShields Capital serves individual and high-net-worth clients as well as employer-sponsored retirement plans, managing approximately $177 million across about 140 accounts. The firm employs a discretionary investment approach guided by customized Investment Policy Statements, using mutual funds, ETFs, equities, and TIPS based on a blend of fundamental, quantitative, technical, and cyclical analysis.

Mark Choate is a financial advisor at Malaga Cove Capital, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Malaga Cove Capital since 2008. Prior to that, he was retired starting in 2007. Malaga Cove Capital provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm focuses on capital growth using a primarily equity-based, long-term buy-and-hold strategy supplemented by active management and periodic rebalancing.

Donald Hance Jr. is a CFP® with 11 years of industry experience, currently serving at Glenmore Financial, Inc and its branded practice, LifeSighted. He has worked at Lifesighted since 2017 and was previously with Navigoe, LLC from 2014 to 2018. At Navigoe, he was involved in creating and communicating financial planning strategies for clients. Glenmore Financial is a fee-only advisory firm that serves individuals and families, with a focus on young professionals through LifeSighted. The firm offers comprehensive financial planning and investment management, emphasizing tax-aware strategies and low-cost investment options such as index mutual funds and ETFs.

Jerry Madrid is a CFP® professional with 23 years of industry experience, currently serving at Madrid Retirement Advisors in Manhattan Beach, CA. He has worked at LPL Financial LLC since 2009 and founded Madrid Financial Services in 2015. Outside of advisory services, he is president of Full Circle Media, a non-investment-related business. Madrid Retirement Advisors provides portfolio management and investment advice primarily to high net worth individuals through a wrap-fee asset management program. The firm offers tailored investment strategies using a combination of fundamental, technical, cyclical, and charting analyses, and manages accounts on both discretionary and non-discretionary bases.

Terry Tang is a financial advisor at Southern California Wealth Management Associates with 31 years of industry experience. He holds a Series 63 designation and has worked at firms including Emerson Equity LLC and Western International Securities. Outside of his advisory role, Tang serves as president of a nonprofit organization focused on fundraising for medical and dental mission trips. Southern California Wealth Management Associates serves individual and high-net-worth clients by providing ongoing portfolio management and client-specific investment policy statements. The firm employs various analytical methods and trading strategies, managing approximately $34 million across 115 client accounts.

Andrew Geller is a financial advisor at Quantumvest, Inc. in Los Alamitos, CA. He holds a Series 65 credential and has recently started his career, with experience beginning in 2025. Prior to joining Quantumvest, he worked in non-financial roles at Saxum Surgical and Allied Universal. Quantumvest serves individual and high-net-worth clients, trusts, estates, employer-sponsored retirement plans, and small businesses. The firm combines buy-and-hold portfolio construction with technical analysis and cycle-driven charting to guide timing and rebalancing decisions, and provides discretionary portfolio management, retirement plan consulting, and wealth-planning services.

William Davis III is a financial advisor at Pinnacle Capital Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, The Options Group, and Sentinel Stone Financial. In addition to his advisory role, he is licensed as an insurance agent. Pinnacle Capital Advisors provides non-discretionary financial planning and consulting primarily for individuals and high-net-worth clients, including family offices and corporate executives. The firm employs a long-term, fundamental approach and typically recommends third-party advisers for portfolio management, focusing on client participation and tailored planning.

Pat Wang is a financial advisor at Shearwater Capital with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with TD Waterhouse Investor Services Inc since 1999. Shearwater Capital serves individuals, families, high-net-worth clients, qualified retirement plans, and trusts by providing investment management, comprehensive financial planning, and investment supervisory services. The firm employs a scientific, long-term investment strategy emphasizing global diversification, tax efficiency, and low-cost passive funds, primarily utilizing Dimensional Fund Advisors’ products.

Alfred Walsh IV is a CFA® charterholder and holds a Series 63 license, with one year of industry experience. He has worked at Malaga Cove Capital, LLC since 2024 and previously spent a year with Fidelity Investments. Malaga Cove Capital, LLC provides discretionary investment management and retirement-plan investment services to individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $311 million across about 218 client relationships, focusing on equity-oriented portfolios combined with fixed income and other instruments for diversification, and offers ERISA 3(38) investment management services.

Jason Clardy is a Series 66 licensed financial advisor with two years of industry experience. He currently works at My Portfolio Guide, LLC and previously was employed at Edward Jones and Fenix Marine Services. Outside of his advisory role, he manages operations as a superintendent for Fenix Marine Services, overseeing cargo movement and container ship discharge. My Portfolio Guide, LLC provides investment supervisory services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans, delivering discretionary portfolio management and financial planning. The firm employs proprietary investment models and a combination of analytical methods, offering ongoing client education and quarterly newsletters as part of its service.

Adam Shipley is a financial advisor with NorthWoods Financial Partners LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Comterra Invest, Perch Capital, and National Asset Management. He is also a registered representative at Emerson Equity LLC, where he is involved in sales and service of brokerage products. NorthWoods Financial Partners LLC, founded in 2024, provides discretionary and non-discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services primarily for individual clients. The firm develops investment programs tailored to each client’s goals, time horizon, and risk tolerance, employing a range of analytic strategies and managing accounts with at least quarterly reviews.

South Bay Financial Partners was founded by Tara Unverzagt in 2014. Tara’s interest in financial planning was sparked at a young age as she watched her mother become a financial planner in the 1960s, a time before the development of the financial planning career. Now, with over 30 years of experience in financial planning, investment advice, and tax preparation, Tara is more dedicated than ever to walking with clients through their life's journey, navigating financial decisions at various stages along the way. Her clients range from young adults just embarking on their careers to business owners to couples going through post-retirement transitions to multi-generations of families. Much like her mother, Tara is a visionary within her industry, fueled by her active involvement in the Financial Therapy Association (FTA). The FTA places a strong emphasis on recognizing, addressing, and working through the emotional factors that intertwine with money, like fear, shame, and anxiety, which frequently impede individuals from making optimal financial choices. In 2019, Tara received her CFT-I in Financial Therapy and now utilizes those skills in every client interaction. Since founding South Bay Financial Partners, Tara has grown her team to now have three other planners who bring their own areas of expertise and extensive experience to the table. This collective knowledge ensures that clients receive a well-rounded approach to their financial planning needs. Tara and her team firmly believe that your finances should support your life, and not the other way around. You deserve to have a life plan that is unique to you and your dreams. A plan that helps you live by your values without shame, fear, or anxiety. Your budget should tell your story. “We believe it’s your day-to-day decisions that make the difference in achieving financial success.” – South Bay Financial Partners team Overall, South Bay Financial Partners offers a comprehensive range of financial planning tools and services for anyone with any budget, with a focus on supporting clients in their day-to-day decisions, aligning their finances with their life goals, and addressing the emotional aspects of money decisions to create a fulfilling financial journey. Tara and her team provide investment advice and management, tax preparation and planning, cash flow (aka budgeting), estate planning support, charitable giving, generational wealth transfer, career development, insurance/company benefits review, and student loan and debt management, with financial therapy tools woven in everything they do. Learn more about Tara, the rest of the team, and their services by visiting southbayfinancialpartners.com

Mary Kusnic is a financial advisor at Victus Capital Wealth with 27 years of industry experience. She has held her current role since 2012 and holds Series 63 and Series 65 licenses. Kusnic serves on the Board of Directors for the Century City Chamber of Commerce, a nonprofit organization. Victus Capital Wealth provides portfolio management and retirement plan consulting to individual and high-net-worth clients, trusts, pension plans, and business entities. The firm uses a blend of fundamental, technical, and cyclical analysis in its investment approach, combining long-term and trading strategies with options, margin, short sales, and private equity allocations when appropriate.