Michael Martin is a financial advisor with Goldman Lancaster, Inc. in Long Beach, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Goldman Lancaster since 2013 and has also maintained a relationship with LPL Financial since 2007. Outside of his advisory work, he provides occasional support for a small family business, A Bite of Good. Goldman Lancaster serves individual investors, corporations, non-profits, trusts, estates, and retirement plans through portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $321 million for about 382 clients, offering tailored investment strategies that include ETFs, mutual funds, stocks, bonds, and annuities, with both discretionary and non-discretionary services.

Brent Greenshields is a financial advisor at Greenshields Capital LLC with 33 years of industry experience. He has held roles at Cambridge Investment Research, Inc. since 2017, serving as Principal and Chief Compliance Officer, and previously worked at Questar Asset Management and Questar Capital Corporation. He is also licensed as an independent insurance agent. Greenshields Capital serves individual and high-net-worth clients as well as employer-sponsored retirement plans, managing about $177 million across roughly 140 accounts. The firm offers discretionary portfolio management and retirement plan advisory services, typically using a long-term investment approach based on a combination of fundamental, quantitative, technical, and cyclical analysis.

Roger Dasilva is a financial advisor at Hermosa Wealth Management with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including United First Partners LLC and MML Investors Services. Outside his advisory role, he owns and operates Realm Business and Tax Advisory, a tax preparation business. Hermosa Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis to tailor investment programs and offers educational seminars and workshops to the public.

Michael Walsh is a financial advisor at PointOne Family Office with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at William Blair and Merrill Lynch/Bank of America. Walsh is also the owner of Front Row LLC, a private investment business. PointOne Family Office provides discretionary portfolio management and family office services to high-net-worth clients, employing a variety of investment strategies and conducting due diligence on third-party managers as part of its advisory process.

Christopher Girbes Pierce is a CFP® with 15 years of industry experience, currently serving as an advisor at Five Oceans Advisors in Santa Monica, CA. His prior roles include positions at Advice Period LLC and Enlightened Wealth Management LLC. Five Oceans Advisors serves individuals, trusts, family entities, charitable organizations, and business clients, focusing on taxable investors and those with complex estate and tax planning needs. The firm emphasizes evidence-based investment strategies, tax efficiency, and integrated wealth advisory services, incorporating active and alternative managers as appropriate.

Jessica Henderson is a financial advisor at South Bay Financial Partners in Torrance, CA, holding a Series 65 designation with two years of industry experience. She has worked at South Bay Financial Partners since 2021 and previously spent five years at Pillars Community Health. South Bay Financial Partners serves individual clients, high-net-worth families, small businesses, trusts, and pooled income funds with integrated financial services including customized financial planning, investment advice, tax preparation, and small-business planning. The firm emphasizes a buy-and-hold investment approach tailored to client goals and risk tolerance, and provides financial coaching, therapy, and extensive client education through workshops, courses, and an online platform.

Garrett Edson is a financial advisor with Clarus Group LLC and holds a Series 65 credential. He has one year of industry experience. Prior to joining Clarus Group, he worked in various roles including at Dragonfly Rack and Plus24, and has a background in audio engineering and education at Berklee College of Music. Clarus Group provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and retirement plan participants. The firm manages approximately $158 million across around 182 clients, utilizing a blend of fundamental and technical analysis to create primarily long-term portfolios with tactical adjustments.

Mark Boujikian Jr. is a CFP® certificant with 14 years of industry experience. He has worked at Keymark Financial since 2017 and previously spent five years at Harris Financial Advisors, Inc. Outside of his advisory work, he performs bookkeeping for a wildlife rehabilitation organization. Keymark Financial provides investment management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs a passive investment approach using index funds and ETFs, supplemented by fundamental and technical analysis, and offers comprehensive planning covering retirement, estate, tax, business, insurance, and college strategies.

Witt McDee is a financial advisor with Integrity Investment Portfolios LLC, holding Series 63 and Series 65 designations and 31 years of industry experience. His work history includes roles at Integrity Brokerage Services, Inc., Witt McDee EA Tax & Business Service, Inc., and E-W Investments, Inc. He has operated his own tax and business service firm since 2010. Integrity Investment Portfolios LLC is a registered investment adviser providing ongoing portfolio management focused on public equities for individual clients, families, trusts, and retirement accounts. The firm manages accounts on a non-discretionary basis and offers tailored investment plans using a broad toolkit of analytical methods.

James Morton is a Series 65-licensed financial advisor at Doheny Asset Management, L.L.C. with five years of industry experience. He was previously a managing member at Maeya Capital, LLC, which is currently being wound down. Doheny Asset Management provides discretionary portfolio management primarily to individual and high-net-worth investors, as well as pension plans, charitable organizations, and private businesses. The firm employs a client-specific investment approach utilizing fundamental, technical, and cyclical analysis across several defined strategies, managing roughly $185 million in assets with a small advisory team.

Darren Northam is a CFP® with 24 years of industry experience and has been with Clay Northam Wealth Management since 2011. He holds Series 63 and Series 65 licenses and operates out of Huntington Beach, CA. Outside of his advisory role, he manages a sole proprietorship focused on selling fixed insurance products. Clay Northam Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plan participants, and select institutional clients. The firm emphasizes a value-oriented investment approach with diversification and tactical asset allocation, managing over $300 million in assets across approximately 390 client relationships.

Diego Parra Cortez is a financial advisor at Madrid Retirement Advisors with eight years of industry experience. He holds a Series 66 designation and has been with Madrid Financial Services since 2017, alongside a prior role at LPL Financial starting in 2016. Madrid Retirement Advisors provides portfolio management and ongoing investment advice primarily to high net worth individuals through a wrap-fee asset management program. The firm uses a combination of fundamental, technical, cyclical, and charting analyses, along with long- and short-term strategies and options trading, to tailor investments to client objectives and risk tolerance.

Bryan Hernandez is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 66 license and eight years of industry experience. His previous roles include positions at Purshe Kaplan Sterling, Cetera, and Halbert Hargrove. He is also licensed as a fixed insurance agent, conducting sales of traditional insurance products. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm offers comprehensive asset management, financial planning, and retirement plan consulting using a variety of analytical approaches and investment strategies, including the use of derivatives and third-party sub-advisors.

Ayodeji Egbeyemi is a financial advisor with Redwood Wealth Management, LLC in Santa Monica, CA, holding a Series 65 designation and six years of industry experience. He has worked at Redwood Wealth Management since 2018 and previously held roles with Farmers Insurance and the Los Angeles Clippers. Redwood Wealth Management provides discretionary portfolio management and financial planning to individuals, corporations, and other entities. The firm tailors investment policies based on client questionnaires and employs a mix of fundamental, technical, and cyclical analysis, offering access to a broad range of investments including proprietary Special Purpose Vehicles.

Richard Beale is a financial advisor with Ocean Park Capital Management, LLC, holding 27 years of industry experience. He has worked at Ocean Park Capital Management since 1997 and Mapleton Capital Management since 1999. Ocean Park Capital Management provides investment management exclusively to pooled investment vehicles, including its Ocean Park Fund and a third-party pooled fund. The firm employs a fundamental research-driven approach focused on early inflection points and uses an aggressive trading style with short-term trading, short sales, options, and leverage within broad fund mandates.

Melissa Going is a financial advisor at The William Allan Corporation with 13 years of industry experience. She has been with the firm since 2012. The William Allan Corporation provides investment advisory and planning services to individuals, high net worth individuals, non-profits, trusts, and corporate accounts. The firm employs a mix of long-term investing and short-term strategies, including option writing and margin transactions, with continuous, individualized account supervision and fundamental analysis.

Matthew Evans is a CFP® and holds a Series 65 license with one year of industry experience. He is currently with Ocean Path Advisors, LLC, where he has worked since 2024, and previously was associated with Mariner Wealth Advisors and Mariner Independent. Ocean Path Advisors is a small team providing portfolio management services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm follows a modern portfolio theory approach, emphasizing diversified, low-cost indexed investments and uses margin and options strategies in certain accounts.

Grace Kreifels is a financial advisor at Hill Investment Group in Santa Monica, CA, holding a Series 63 designation with 12 years of industry experience. She previously worked at Dimensional Fund Advisors from 2016 to 2024 and joined Hill Investment Group and Quasar Distributors, LLC in 2024. Kreifels also serves as Lead Advisor at Hill Investment Group Partners, LLC, focusing on managing relationships and team resources. Hill Investment Group provides investment management and financial planning services to individuals, high-net-worth clients, families, and institutions, including ERISA retirement plans. The firm employs a long-term, rules-based investment approach grounded in Modern Portfolio Theory, utilizing diversified no-load mutual funds, ETFs, and proprietary strategies such as boxed-options liquidity and management of held-away accounts.

Caroline Zimmer is a financial advisor at Angeles Wealth Management, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates Inc. Caroline’s background includes four years at the University of Southern California. Angeles Wealth Management provides discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm typically acts as a manager-of-managers, allocating client capital to model portfolios and third-party managers while incorporating alternative investments through private funds and fund-of-fund structures.

Debra Bonseigneur is a financial advisor with BMB Advisers LLC in Los Angeles, holding a Series 65 designation and 26 years of industry experience. She has been with BMB Advisers since 1999 and is also a shareholder and officer at Freedman, Broder & Company Accountancy Corp., an accounting practice where she works full time. BMB Advisers primarily serves high-net-worth individuals in the entertainment industry and their related trusts, estates, and retirement accounts. The firm uses a long-term investment approach that favors passive equity exposure through mutual funds and ETFs, and it offers both direct portfolio management and a referral-based Independent Advisor Program.