Jonathan Dash is a Series 65-licensed advisor at Dash Investments with 21 years of industry experience. He has been involved with Dash Acquisitions LLC since 2004. Dash Investments provides discretionary portfolio management and comprehensive financial planning primarily to high-net-worth individuals, estates, and trusts with a focus on accounts of at least $1 million. The firm employs a long-term, value-oriented investment approach, concentrating on a limited number of industries, and integrates tax planning and estate services into its advisory relationships.

Frank Simonelli III is a Series 65-credentialed advisor at Financial Coaching Partners LLC in Somis, CA, where he has worked since 2016. He has 10 years of industry experience. Financial Coaching Partners primarily serves individual clients with financial planning, bookkeeping, and ongoing financial management, referring investment implementation to third-party registered investment advisers. The firm operates on a fee-only, fee-for-service, and hourly basis, following an investment approach based on Modern Portfolio Theory and efficient market principles without direct portfolio management.

Douglas De Groote is a CFP® professional with 29 years of industry experience, currently serving at De Groote Financial Group, LLC since 2013. He also has a long tenure with Girard Securities, Inc., spanning over 20 years. Outside of his advisory work, he is the CFO of Freedom Square, a web-based platform focused on American-made goods and related content, and CEO of Lunch With 4 Interesting People, a phone application facilitating meet-up events among advisors. De Groote Financial Group provides discretionary wealth and investment management, financial planning, and retirement plan consulting to a range of clients including individuals, trusts, estates, charitable organizations, and employer plans. The firm manages over $750 million in discretionary assets and offers portfolio management through proprietary models, third-party managers, and various investment vehicles.

Emily Swan is a CFP® professional with three years of industry experience. She is currently with Alliance Advisory & Securities, LLC and previously worked at David S Reinders, Inc. and Cloud & Fire. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individual clients, trusts, pension plans, and charitable organizations. The firm employs diversified model allocations and modern portfolio theory across various model groups and individual securities, with regular portfolio reviews and rebalancing.

Alex Markowitz is a financial advisor with Alteri Wealth in Westlake Village, CA, holding a Series 66 designation and 14 years of industry experience. He previously worked at Bank of America and Merrill before joining Alteri Wealth, and has also been affiliated with Purshe Kaplan Sterling Investments. Alteri Wealth provides discretionary and non-discretionary investment management and financial planning to affluent individuals, families, and institutional clients, including business owners, athletes, physicians, entrepreneurs, and entertainment industry executives. The firm uses a fundamentally driven, long-term investment approach across a range of asset classes and offers additional services such as retirement plan advisory and estate-planning support.

Eric Dizon is a financial advisor at Providence Financial and Insurances, Inc. with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Edward Jones and Insuritas. Providence Financial and Insurance Services is a team investment adviser serving individual clients, including high-net-worth households, with discretionary investment management, comprehensive financial and estate planning, and related consulting. The firm typically employs a buy-and-hold strategy using income-producing securities, ETFs, mutual funds, and bonds, and it offers tailored financial and estate-planning advice along with insurance brokerage services.

Anthony Saccaro is a financial advisor with Providence Financial and Insurances, Inc. in Woodland Hills, CA. He holds the ChFC® designation as well as Series 63 and Series 65 licenses and has 15 years of industry experience. His work history includes over a decade at Providence Financial and Insurance Services, Inc. and a recent position at Sound Income Wealth, LLC. Providence Financial and Insurance Services is a team investment adviser serving individual clients, including high-net-worth households, with discretionary investment management, comprehensive financial and estate planning, and related consulting. The firm generally follows a buy-and-hold strategy using income-producing securities, ETFs, mutual funds, and bonds, and it offers tailored financial and estate-planning advice alongside insurance brokerage services.

Jacob Ferry is a financial advisor at Total Wealth Services, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Total Wealth Group and Mariner Independent. Total Wealth Services, LLC provides financial planning, consulting, and discretionary wealth and portfolio management to individual investors, trusts, estates, and charitable organizations. The firm employs a manager- and style-agnostic approach, allocating assets to independent subadvisors and using diversified investments tailored to client circumstances.

Patrick Mcilrath is a financial advisor with Alliance Advisory & Securities, LLC, holding a Series 63 designation and over 32 years of industry experience. He has been with Alliance Advisory & Securities and Aerie Financial Group since 2005. In addition to his advisory role, he is the owner and president of Aerie Financial Group, which focuses on insurance sales including life, health, disability, and fixed annuity products. Alliance Advisory & Securities, LLC provides investment management and financial planning services to individual clients, trusts, pension plans, charitable organizations, and other pooled vehicles. The firm employs diversified model allocations based on modern portfolio theory, offering both discretionary and non-discretionary portfolio services with regular reviews and rebalancing.

Annalisa Flore is a financial advisor at Tamar Securities, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Rosland Capital LLC and AMI Asset Management Corporation. Tamar Securities, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.52 billion in discretionary assets through a multi-advisor team of 17, utilizing proprietary model programs that incorporate global value and sector analysis across various asset classes.

Jonathan Ezra is a financial advisor at Tamar Securities, LLC with seven years of industry experience. He holds a Series 65 designation and has professional experience including roles at California State University, Northridge, Santa Monica College, and Tulane University. Tamar Securities, LLC provides discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.52 billion in discretionary assets for about 4,198 clients through a multi-advisor team of 17, utilizing proprietary model programs that combine global value and sector analysis with both qualitative and quantitative screening.

Selwyn Herson is a financial advisor at Cruden Bay Investment Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at Cruden Bay since 2016, following six years at LPL Financial. He also has a long-term association with WPG dating back to 1986. Cruden Bay Investment Management serves individuals, high-net-worth clients, foundations, corporations, and other business entities by offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services. The firm employs a philosophy focused on risk-adjusted performance, combining fundamental and technical analysis with both long- and short-term strategies, and sponsors a wrap-fee program integrating management and administrative costs.

Originally born and raised in New Delhi, India, I came to the USA when I was 17 to attend college at the University of Illinois at Urbana-Champaign. A little over a decade later, I have worked as a technology consultant, lived in 7 cities, married my lovely wife Sharanya, and picked up a liking (plus a license!) for Scuba diving. We have been calling the LA area home for just about 2 years, although we do spend a considerable time traveling! I want to make financial planning more accessible to Indian immigrants in tech in their 30s and 40s who are too busy to implement while eschewing the suit and tie! Why I Started CapitalWe In 2014, I graduated college without a job offer lined up, so I moved to the Bay Area in search of a job. Desperate after a couple months of non-stop job searching, I took the first offer I got, which paid a low salary (by Bay Area standards). I found it challenging to cover bills and rent even while being paid a “coveted” bay area tech salary. In order to make ends meet, I quickly became obsessed with optimizing each dollar and eventually with the FIRE movement (Financial Independence / Retire Early). After speaking with friends, family and colleagues who were all struggling with similar challenges, I realized this is a universal problem. Having learnt about investing, I wanted to find a good advisor who would be able to round out my spreadsheets and was willing to work with young professionals, but found the advisors either had high minimums or were trying to sign me up for sub-par financial products to earn their commissions. I started CapitalWe to relieve financial stress for all young professionals as they transition between various stages of life: school, marriage, home-buying and all other firsts!

Anna Bogorodchenko is a financial advisor at Hillcrest Financial Group in Thousand Oaks, CA. She holds a Series 65 designation and has recently begun her advisory career, joining Hillcrest Financial Group in 2025. Her prior experience includes roles at CIBC Wood Gundy and RBC Dominion Securities. Hillcrest Financial Group offers financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, corporations, and qualified employee benefit plans. The firm uses Modern Portfolio Theory to construct tailored portfolios combining mutual funds, ETFs, and individual securities, and manages approximately $471 million in discretionary assets for a client base served by a four-advisor team.

Philip Moston is a financial advisor at Tamar Securities, LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Osaic Wealth, Inc., Zephyr Investment Management, Wells Fargo, U.S. Bank, Citibank, and JP Morgan Chase. Tamar Securities, LLC serves individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector and quantitative analysis alongside bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Daniel Mock is a CFP® with 12 years of industry experience and serves as an advisor at FMB Wealth Management. He previously worked at Indivisible Partners LLC and has been with FMB Wealth Management and its related entity, FMB Retirement Services, since 2014. Outside of his advisory role, Mr. Mock volunteers as President of the Conejo Valley Estate Planning Council, participating in board meetings and educational events. FMB Wealth Management is a team-based SEC-registered RIA managing approximately $615.7 million in discretionary assets for individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm uses a long-term, diversified asset-allocation strategy with passively managed index funds and ETFs, emphasizing integrated wealth management services rather than standalone financial planning.

Sandra Bublitz is a CFP® with 43 years of industry experience, currently serving at Alliance Advisory & Securities, LLC since 1991. She also has a long tenure with IDS Life Insurance Company beginning in 1982. Alliance Advisory & Securities, LLC provides investment management and financial planning primarily to individual clients, including high-net-worth individuals, as well as trusts, pension plans, and charitable organizations. The firm employs diversified model allocations and modern portfolio theory with regular portfolio reviews and rebalancing.

Joseph Perez is a CFP® professional with two years of industry experience, currently serving at Peak Financial Planning. He previously worked at Kaiser Permanente and volunteered at the CSUN VITA Tax Clinic. Perez is based in Canoga Park, CA, and holds the Series 65 designation. Peak Financial Planning advises individual and high-net-worth clients as well as businesses, offering discretionary investment management and comprehensive financial planning. The firm’s approach incorporates Modern Portfolio Theory, strategic asset allocation, and tactical investment strategies, with client engagements delivered through a fixed-fee subscription model emphasizing ongoing monitoring and education.

Debra Fields is a CFP® professional with 12 years of industry experience, currently serving at FMB Wealth Management. She has been with FMB Wealth Management since 2001 and also works with FMB Retirement Services and Indivisible Partners LLC. FMB Wealth Management is an SEC-registered, team-based RIA providing wealth management and portfolio management services to individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm employs a long-term, diversified asset-allocation strategy focused on low turnover and tax-aware indexing, integrating investment consulting with advanced planning and retirement plan review.

Ivan Tokarev is a financial advisor with Total Wealth Services, LLC in Westlake Village, CA, holding a Series 65 designation and over seven years of industry experience. His career includes roles at Wells Fargo and Chase prior to joining Total Wealth Services. Total Wealth Services, LLC advises individuals, trusts, estates, and charitable organizations on financial planning, consulting, and wealth management, employing a manager- and style-agnostic approach that incorporates equities, bonds, ETFs, alternative investments, and independent managers to tailor portfolios to client objectives.