Phillip Cook is a financial advisor with Mogul Wealth Management, Inc. in Manhattan Beach, CA, holding a Series 66 designation and over 51 years of industry experience. He has worked at several firms, including LPL Financial LLC and CETERA Advisor Networks LLC, and has been with Mogul Wealth Management since 2007. Outside of his advisory work, he serves as a board member for the Manhattan Beach Historical Society. Mogul Wealth Management provides investment supervisory services, financial planning, and pension consulting to individuals, retirement plans, and business entities. The firm manages approximately $59 million across 143 client relationships, employing fundamental and cyclical analysis to construct diversified portfolios with regular reviews and reporting.

David Swift is a financial advisor with Second 50 Financial in Manhattan Beach, CA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Ashton Thomas Insurance Agency, Royal Alliance Associates, and Signature Estate & Investment Advisors. He is also a licensed insurance agent operating a separate insurance sales and service business. Second 50 Financial advises individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, utilizing a turnkey asset management platform and access to independent managers. The firm manages approximately $341.6 million in client assets and combines fundamental analysis with licensed AI software to support research and operations, maintaining human oversight for investment decisions.

George Johnson is a CFP® professional with 21 years of industry experience. He is a principal at Alessandra Capital Management, LLC and has held roles at LPL Financial LLC, Cetera Advisors LLC, and First Allied Advisory Services, Inc. He also manages George Johnson Management Inc., a separate business entity. Alessandra Capital Management, LLC provides discretionary portfolio management, wrap-fee portfolio options, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm customizes advice based on client goals and risk tolerance, employs various analytical methods and tactical strategies, and offers both wrap and non-wrap account structures.

Thomas O’Connell is a financial advisor with HG Wealth Partners LLC in Los Angeles, CA, holding Series 63 and Series 66 licenses with 23 years of industry experience. His previous roles include positions at Horton Group Inc., Carnegie Wealth Management LLC, Hilltop Securities, and Western International Securities, Inc. Outside of advisory work, he is a limited partner in McConnell's Fine Ice Cream, an ice cream shop. HG Wealth Partners LLC manages discretionary portfolios and offers hourly financial planning for individuals, families, trusts, and select institutional clients. The firm’s investment approach focuses on fundamental analysis tailored to client objectives and operates with discretionary authority while maintaining transparent disclosures regarding outside business activities.

Patrick Jarrell is a financial advisor at NorthWoods Financial Partners LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill and Emerson Equity LLC. 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 to individual clients. The firm employs a variety of investment strategies tailored to client goals, with accounts reviewed quarterly.

Renee Cohen is a CFP® with 10 years of industry experience, currently serving as a financial advisor at BlackLines Financial. She previously worked at Northwestern Mutual in various roles from 2015 to 2024. Outside of her advisory work, Renee is also licensed as an insurance agent and sells life insurance, disability, long-term care, and annuity products. BlackLines Financial serves individual and high-net-worth clients, as well as business entities, providing discretionary portfolio management, retirement and pension plan services, and financial planning. The firm employs client-specific investment policies with long-term strategies and incorporates insurance products and third-party arrangements within its advisory services.

I Jung Hsiao is a financial advisor at Halcyon Investment Advisor with a Series 65 credential and four years of industry experience. His previous roles include positions at Alpha Helix Asset Management Company Limited and Nanshan Life Insurance Company. Halcyon Investment Advisor offers fee-only investment advisory and financial planning services to a range of clients, including individuals, families, trusts, and pension plans, with specialized family office services for high-net-worth families. The firm employs a globally oriented investment approach combining fundamental, cyclical, and quantitative analysis with diversified asset allocation and multi-dimensional risk management.

Jean Luc Nouzille is a CFA® charterholder with 30 years of industry experience. He has been with Bristlecone Value Partners, LLC since 2004 and previously worked at Oppenheimer and CIBC World Markets Corp. The firm provides discretionary investment advisory and asset management services to individuals, families, high-net-worth clients, trusts, charitable organizations, and other institutions, focusing on value-oriented equity strategies and managing a private pooled microcap fund.

Scott Leonard is a CFP® with 29 years of experience in the financial services industry. He has been with Navigoe, LLC since 2013, where he serves as one of two advisors. Navigoe, LLC is a fee-only wealth management firm that serves high-net-worth individuals, business owners, and retirement plans. The firm manages approximately $341.8 million for about 157 clients, offering comprehensive financial planning, discretionary investment management, 401(k) plan consulting, and trust representative services. Navigoe’s investment approach focuses on strategic asset allocation using mutual funds and ETFs, with ongoing supervision and rebalancing under discretionary authority.

Njideka Obijiaku is a financial advisor with Shifting the Culture Wealth Partners LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at Centric Capital Advisors, AFlac, Akokwa American Development Association, Primerica Advisors, and Pfs Investments Inc. Although currently a licensed insurance agent, she does not sell insurance products. Shifting the Culture Wealth Partners LLC is a fee-only advisory firm serving individual clients with financial planning and portfolio management services. The firm emphasizes passive investment management using index mutual funds and ETFs, while also incorporating fundamental and technical analysis, and offers a range of engagement options including hourly consultations and ongoing planning.

Randall Rubin is a financial advisor at Decca Private Wealth Management, Inc. in Los Angeles, CA, holding Series 63 and Series 65 credentials with 13 years of industry experience. His prior roles include positions at Barnes & Company Investment Counsel, LLC and Britehorn Securities. He is also involved with Umergence LLC, an outside business activity. Decca Private Wealth Management serves individual clients, including high-net-worth individuals, offering personalized portfolio management and retirement plan services. The firm utilizes conventional portfolio-construction techniques and may engage independent sub-advisors and third-party platforms to manage client assets.

Joshua Rudoy is a financial advisor at Argyle Capital Partners, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Argyle Capital Partners since 2012. Outside of his advisory role, he serves as President-Elect and Board Member of the Wilshire Rotary Club in Los Angeles. Argyle Capital Partners provides discretionary investment management and advisory services to individuals, corporations, and small businesses. The firm employs an active, total-return approach with tailored portfolios and is notable for using complex portfolio tools including leverage and derivatives in separately managed accounts.

Glen Park is a CFP® professional with over 32 years of experience in the financial services industry. He has been with Park Capital Group, Inc. since 2012 and has also worked with LPL Financial, LLC since 2010. In addition to his advisory work, Park is a licensed real estate agent and serves as Secretary of the nonprofit organization American Dream Builders. Park Capital Group, Inc. serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans with services such as discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses firm-developed model portfolios and a variety of analytical methods to tailor investment strategies, and it emphasizes participant education and seminars for plan participants.

Lelamarie Kelly is a financial advisor at Life UnLocked Partners LLC with a Series 65 credential and two years of industry experience. She has a background in legal services, owning LSK Legal, a professional law corporation, and serves as principal and general counsel for Tennenbaum & Kelly, Inc., which manages privately held investments. Outside her advisory role, she holds CFO and general counsel positions at both MailRoute, Inc., an email security company, and SCBI Online Store, LLC, a skincare business. Life UnLocked Partners provides financial planning, investment monitoring, and recommendation services to individuals, high-net-worth clients, families, trusts, estates, and other business entities. The firm’s investment approach centers on a value/dividend strategy designed for income replacement around career changes, transitioning to longer-term appreciation vehicles, and also includes sub-advisory arrangements.

Howard Borris is a ChFC® credentialed financial advisor with 39 years of industry experience. He has been associated with Greenbrier Diversified, Inc. since 1986. Borris is based in Beverly Hills, CA, and operates through Borris Nii & Company. Borris Nii & Company provides business and family wealth management and investment management services to high-net-worth individuals, trusts, estates, and small businesses, including many clients in the entertainment industry. The firm offers a family office–style service that includes portfolio oversight, bookkeeping, tax preparation, and audit defense, acting as an outsourced family office and intermediary coordinating third-party providers while implementing asset-allocation strategies primarily through mutual funds, ETFs, and sub-managers.

Jeffrey De Larme is a CFP® and CFA® with 18 years of experience in financial advisory. He is currently with DeLarme Wealth Management, Inc., where he has worked since 2016. He also teaches an Investment Planning course at UCLA Extension. DeLarme Wealth Management provides discretionary and non-discretionary investment management, financial planning, adviser selection, and pension consulting for individuals, business entities, charitable organizations, and retirement plans. The firm’s investment approach includes diversification, risk-based allocations to no-load mutual funds and ETFs, and the use of options strategies, along with pension consulting services and an ERISA fiduciary role.

Tiffany Hong is a CFA® charterholder affiliated with ADES Investment Counsel, Inc. She has 11 years of experience, including roles at TRM Wealth Management AB and Robert Ades Accountancy Corporation. Based in Los Angeles, CA, she is the sole advisor at her firm. ADES Investment Counsel primarily serves individual and high-net-worth clients, retirement-plan participants, trusts, and business entities with portfolio management, financial planning, and investment consulting. The firm employs a long-term, passive-oriented investment approach based on Modern Portfolio Theory, using diversified asset allocations implemented chiefly through index-type mutual funds and ETFs, with a strong emphasis on Dimensional Fund Advisors products.

Tiffany Delarosa is a financial advisor at Meridian Venture Partners, Inc. with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms including Universal Wealth and Vantage Financial Alliance. Outside of her advisory role, she is co-owner and administrative assistant at Diamond Senior Living. Meridian Venture Partners serves individuals, high-net-worth clients, and business entities by providing portfolio management and financial planning tailored to client needs. The firm employs a variety of investment strategies, including fundamental and quantitative methods, and offers access to alternative investments such as cryptocurrency.

Terrance Mcguire is a financial advisor at Ridgewood Investments with 14 years of industry experience. He holds a Series 65 designation and has been with Ridgewood since 2012. Mcguire serves as President and majority owner of Dividend Research and Management Inc and acts as trustee and manager for several family-related entities. Ridgewood Investments provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, foundations, and other entities. The firm uses fundamental research, proprietary models, and a long-term investment approach, and is notable for managing multiple private pooled investment vehicles across diverse strategies.

Lewis Wallensky is a CFP®-certified financial advisor with 57 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to that, he worked at National Planning Corp for 17 years and has operated his own advisory businesses since 1970. He serves as a board member for the nonprofit organization Jewish Big Brothers. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households, offering a broad range of investment solutions supported by an in-house research team.