Michael O'Brien is a Chartered Financial Analyst (CFA®) with 17 years of industry experience. He has served as a financial advisor at O'Brien Investment Management, LLC since 2016. O'Brien Investment Management provides discretionary investment management to individuals, trusts, estates, charities, businesses, and retirement plan participants, managing approximately $225–$275 million in assets across about 165 client relationships. The firm focuses on portfolios of publicly traded equities, fixed income, mutual funds, and ETFs with a typical holding horizon of more than one year and offers management of held-away retirement accounts through a third-party platform.

Samuel Wida is a financial advisor with Stock Traders in Huntington Beach, CA, holding a Series 63 designation and 34 years of industry experience. He has been with Stock Traders since 2000. Outside of his advisory role, he operates a certified tax preparation business from home. Stock Traders provides financial planning and individual portfolio management primarily to individual clients, as well as pension plans and businesses. The firm manages assets on a largely non-discretionary basis and employs a combination of fundamental, technical, quantitative, and asset-allocation methods across a range of investment types.

Aleksandar Kelly is a financial advisor at Life UnLocked Partners LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at L & A Holdings LLC, Jaguar Land Rover Santa Monica, and Culver City Honda. Outside of his advisory role, Kelly is the CEO of L & A Holdings LLC, a consulting business that provides services to families with children who have developmental disabilities. Life UnLocked Partners serves individuals, high-net-worth clients, families, trusts, estates, and other business entities with financial planning, investment monitoring, and recommendations. The firm employs a value and dividend-focused investment strategy aimed at income replacement and longer-term appreciation, supported by structured onboarding and ongoing client education.

Troy Broyles is a financial advisor with Mogul Wealth Management, Inc. in Manhattan Beach, CA, holding a Series 66 designation and seven years of industry experience. His career includes roles at LPL Financial LLC and CETERA Advisor Networks LLC. Outside of finance, he is a business owner of Air Mates, a non-investment-related enterprise. Mogul Wealth Management provides investment supervisory services, financial planning, and pension consulting to individuals, including high-net-worth clients, retirement plans, and business entities. The firm employs fundamental and cyclical analysis to build diversified portfolios and conducts regular client reviews with semi-annual reporting.

Susan Miller is a financial advisor with Slaten Wealth Management in Anaheim, CA, holding a Series 66 designation and 17 years of industry experience. She previously worked at Crown Capital Securities, LP, and has been with Slaten Financial and Slaten Wealth Management since 2008. Outside of her advisory role, she serves as president of Ballyhoo Ice Theatre Inc., a nonprofit focused on amateur competitive figure skating. Slaten Wealth Management provides fee-based investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach combining fundamental and technical analysis, offering custom portfolio management alongside third-party managed account oversight and integrating tax-related services and licensed insurance activities.

Joanne Nishiyama is a financial advisor at Insight Investment Counsel with 26 years of industry experience. She holds a Series 66 designation and previously worked at Purshe Kaplan Sterling Investments, Inc. and The Kinney Group, LLC for 11 years each. Insight Investment Counsel manages approximately $245.7 million across about 92 client accounts, providing individualized portfolio management to a diverse client base including high-net-worth and non-high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and other investment advisers. The firm’s investment approach focuses on asset allocation, fundamental analysis, and utilizes mutual funds and ETFs with both long- and short-term strategies.

Travis Henry is a financial advisor with Factory Capital LLC in Los Angeles, CA, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Cresset Asset Management, True Capital Management, and Morgan Stanley. Factory Capital LLC provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and OCIO-style investment management to institutional and other clients. The firm emphasizes portfolio construction through allocations to third-party managers and outsourced solutions, employing both active and passive strategies across a range of asset classes.

Brad Tonoff is a financial advisor at Penmar Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked with New York Life Insurance Company and Health Platforms Inc. Tonoff is also the CEO of BJT Solutions Inc., an insurance and marketing consultancy based in Santa Monica. Penmar Wealth Management provides discretionary asset management and financial planning services tailored to client goals, utilizing a variety of analytical methods and investment strategies. The firm is operated by two advisors and manages discretionary assets for a small number of clients.

Kyung Choe is a CFP® professional with 13 years of experience in the financial services industry. Currently with Apiis Wealth Management Corp., Choe has held roles at Allmerits Asset, LLC and Horter Investment Management, LLC among others. Outside of financial advising, Choe is president of a garment design and sales company and managing member of a non-investment related property management business. Apiis Wealth Management Corp. provides discretionary portfolio management primarily through third-party sub-advisers and offers retirement plan consulting and standalone financial consulting services. The firm serves a diverse client base including pension plans, corporations, nonprofits, and individuals, utilizing tactical and strategic asset allocation while maintaining oversight of sub-advisers.

John Koudsi is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is a managing member and strategist of Trojan Storage, a commercial storage firm, and also serves as managing member of 31Ten Lounge, a restaurant and lounge in Santa Monica. He has worked at Counterpoint Mutual Funds, LLC since 2014 and Core Financial Partners Inc. since 2010. Core Financial Partners is an SEC-registered adviser serving individuals, pension and profit-sharing plans, corporations, and insurance company clients. The firm provides financial planning, consulting, and wrap-fee asset management, constructing portfolios with mutual funds, ETFs, individual securities, and a range of private and alternative investments.

Dixon Karmindro Sr. is a financial advisor at Mainstream Capital Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Blue Dog Capital Management, Cheviot Value Management, and Raymond James Financial. In addition to his advisory work, he is involved in business consulting through Dissonance Capital and is a passive investor with Mainstream Capital Partners. Mainstream Capital Management serves individual clients, high-net-worth households, and businesses, providing financial planning and discretionary portfolio management across a range of asset classes. The firm emphasizes fundamental security analysis and tactical asset allocation, employing alternative strategies such as long/short approaches and selective use of leveraged or inverse funds.

Valerie Lemmon is a CFA® charterholder with 13 years of industry experience. She has been with Ridgewood Investments since 2012. Valerie is also a partial owner of Dividend Research and Management Inc, an entity created to share administrative costs and manage employee payments connected to Ridgewood. Ridgewood Investments provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, foundations, pension plans, and business entities. The firm employs fundamental analysis and model-level portfolio construction with a long-term investment horizon, offering both model portfolios and bespoke solutions, including access to private pooled investment vehicles.

Martin Young is a CFP® professional with 16 years of experience in the financial industry. He is currently with FHWV Financial LLC and has prior experience at Ameriprise, H&R Block, Wells Fargo, and Citigroup Global Markets. FHWV Financial LLC provides financial planning and turnkey managed-account services primarily to individual and high-net-worth clients, focusing on non-discretionary advisory relationships and utilizing third-party program sponsors to implement investment strategies. The firm is notable for its close affiliation with an accounting practice, involving CPAs who split their time between financial and accounting services.

Donald Hance is a CFP® and Series 65-certified advisor with 18 years of industry experience. He has been with Glenmore Financial, Inc. since 2007. Outside of his advisory role, he works seasonally as a tax preparer assisting individual clients with their tax returns. Glenmore Financial is a fee-only advisory firm serving individuals and families, with a branded practice called LifeSighted focused on young professionals. The firm emphasizes tax-aware, individualized financial planning and uses low-cost index funds, ETFs, government bonds, and cash equivalents in portfolio management.

Jay Alexander is the principal advisor at Greystone Wealth Management LLC in Huntington Beach, CA, holding Series 63, 65, and 66 licenses with seven years of industry experience. He has worked at several firms, including AE Wealth Management LLC and Charles Schwab & Co., Inc. Alexander also owns an affiliated insurance business where he is an insurance agent. Greystone Wealth Management LLC serves individuals and families approaching or in retirement, offering discretionary asset management and comprehensive financial planning. The firm integrates fundamental analysis, modern portfolio theory, and a proprietary framework to tailor investment strategies aligned with clients’ goals and risk tolerances.

Justin Falzone is a CFP® with 10 years of industry experience, currently serving as an advisor at MDRN Wealth in Venice, CA. His prior roles include positions at Beta Wealth Group, BEAM Asset Management, and AXA Advisors. MDRN Wealth serves individual and high-net-worth clients with portfolio management, financial and estate planning, and investment advisory services using a fiduciary standard. The firm employs a combination of fundamental analysis, modern portfolio theory, and fintech tools, supported by a formal estate-planning partnership and a financial-literacy program for incarcerated individuals preparing for reentry.

Cory Chapman is a financial advisor with EFC Wealth Management Firm, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has held various roles since 2003, including leadership at EFC Wealth Group and work with multiple firms in advisory and consulting capacities. Outside of advisory work, Chapman provides personal development coaching through seminars, audios, books, and speaking events, and teaches a free financial education program at Pepperdine University. EFC Wealth Management Firm, LLC offers discretionary asset management, financial planning, and retirement plan advisory services to individuals and plan sponsors. The firm employs fundamental, technical, and charting analysis, uses sub-advisors for portfolio implementation, and provides educational seminars plus a subscription coaching program for investors not yet qualifying for full asset management.

Eugene Yahiku is a financial advisor at Astravia Family Wealth Office LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Clearing for 10 years. Astravia Family Wealth Office LLC provides portfolio management, retirement plan consulting, and referrals to third-party money managers for individuals, trusts, pension plans, and business entities. The firm employs a multi-method investment approach centered on asset allocation and Modern Portfolio Theory, and offers ongoing oversight of sub-advisors along with plan-sponsor services.

Christopher Casanega is a financial advisor at Sharper & Granite LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Sharper & Granite since 2003. Sharper & Granite provides comprehensive portfolio management services to individuals, high-net-worth clients, trusts, pensions, and profit-sharing plans, managing approximately $318 million on a discretionary basis. The firm uses a top-down asset allocation process focused on low-cost, tax-efficient index ETFs and no-load index mutual funds, applying statistical methods to optimize portfolio allocations.

Osvaldo Arambulo is a financial professional with the Series 66 designation and two years of industry experience. He is currently affiliated with CM First Capital Corp. in Huntington Beach, CA, having held previous roles at Cetera Advisors and Vector Office Solutions. Outside of finance, his work history includes roles in health research and education. CM First Capital Corp. provides investment advisory services to individuals, plans, trusts, and organizations. The firm emphasizes tailored portfolio management with a focus on closed-end funds, employing both fundamental and technical analysis along with various trading strategies to meet client objectives.