Scott Tolton is a financial advisor at Tolton Asset Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked as an analytics consultant at Cornerstone Research since 2017. Prior to his current role, he spent seven years at Brigham Young University. Tolton Asset Management is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a non-discretionary advisory model, emphasizing diversified portfolios with an allocation toward smaller-company and value exposures, and also operates an affiliated CPA division providing tax and accounting services.

Ba Rack Little is a financial advisor at EFC Wealth Management Firm LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities. Outside of financial advising, he owns NGNS Global, a fitness and health consulting business. EFC Wealth Management Firm, LLC provides discretionary asset management, financial planning, and retirement plan advisory services to individuals and plan sponsors. The firm offers educational seminars and a subscription coaching program for investors who do not yet qualify for full asset management, utilizing fundamental, technical, and charting analysis as part of its investment approach.

George Bolton is a financial advisor at Westend Capital Management, LLC., holding a Series 63 designation with 17 years of industry experience. He has been with Westend Capital Management since 2004. Outside of his advisory role, he is the CEO of George Bolton Horses, a company involved in thoroughbred horse racing, breeding, and sales. Westend Capital Management serves individual and trust clients through separately managed accounts and a private pooled vehicle for accredited investors. The firm employs fundamental and technical research along with active portfolio management across multiple mandates, including long/short and hedging strategies.

Vivianna Zhao is a financial advisor at X and Y Advisors, Inc. in El Segundo, CA, holding a Series 65 designation with eight years of industry experience. She has worked at X and Y Advisors since 2017 and previously at Chapman, Bird & Tessler, Inc. from 2016 to 2020. X and Y Advisors, Inc. is a state-registered, fee-only firm serving individual and high-net-worth clients, offering financial planning along with tax preparation, bookkeeping, payroll accounting, business consulting, and investment management. The firm employs a primarily passive, low-cost investment approach based on Modern Portfolio Theory, utilizing index mutual funds and ETFs, and offers project-based or ongoing financial planning with coordination of implementation and referrals to outside professionals.

Michael Woods is a financial advisor at Beach Cities Wealth Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beach Cities Wealth Management since 2011. In addition to his advisory role, he is also involved with Blue Cross Health Insurance in an insurance advisory capacity. Beach Cities Wealth Management serves individuals and high-net-worth clients by providing personalized asset management through tailored portfolios that include stocks, bonds, ETFs, options, mutual funds, and private securities. The firm uses fundamental and cyclical analysis with a combination of long-term, short-term, and trading strategies, maintaining nearly all assets on a non-discretionary basis.

Eric Johanson is a CFA® charterholder with 10 years of experience in the financial industry. He has been with Scope Wealth Management in Santa Monica, CA since 2015. Scope Wealth Management provides personalized financial planning and discretionary investment management to private clients, including individuals, businesses, families, trusts, and estates. The firm uses a core-satellite portfolio construction approach that integrates low-cost passive holdings with fundamentally selected individual positions and employs option and derivative strategies within separately managed accounts.

Charles Armendarez is a CFA® charterholder with six years of industry experience. He has worked at Ascendant Capital Management since 2019 and previously at One Source Capital Group and Canyon Holdings. Ascendant Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm integrates modern portfolio theory with fundamental and technical analysis to construct tailored portfolios that are reviewed quarterly and may include a range of securities such as stocks, bonds, ETFs, and private securities.

Mitchel Katz Winnick is a CFP® professional with two years of industry experience, currently serving as an advisor at My Portfolio Guide, LLC. His prior work includes roles at Edelman Financial Engines, Financial Engines Advisors, L.L.C., and Morgan Stanley. My Portfolio Guide provides investment supervisory services primarily to individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management and financial planning using proprietary investment models and a combination of fundamental and technical analysis.

John O'Brien is a financial advisor at O'Brien Investment Management, LLC with 8 years of industry experience. He holds the Series 65 designation and has been with O'Brien Investment Management since 2016. O'Brien Investment Management provides discretionary investment management services to individuals, trusts, estates, charities, businesses, and individual retirement plan participants. The firm manages approximately $225–$275 million in regulatory assets across around 165 client relationships and specializes in managing held-away accounts such as 401(k), 403(b), and 529 plans through a third-party platform.

Todd Dagostino is a financial advisor with Your Private Client Group, Inc. in Huntington Beach, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Your Private Client Group since 2018 and has been associated with AssetMark Financial, Inc. and AssetMark Brokerage, LLC since 2014. Your Private Client Group, Inc. provides investment advisory services primarily to individuals and high-net-worth clients, focusing on portfolio management and third-party manager selection. The firm emphasizes a long-term trading approach using modern portfolio theory and various analytical methods, directing client accounts to the AssetMark platform for management and trade execution.

Somboon Wongvitavas is an advisor at Integrity Investment Portfolios LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Integrity Brokerage Services, Inc. since 2016. Integrity Investment Portfolios serves individual clients, families, related trusts, and retirement accounts, generally applying a $250,000 account minimum. The firm provides ongoing portfolio management using a combination of analytical methods and pursues a long-term trading strategy across various equity-related securities on a non-discretionary basis.

Nicolas Castano is a financial advisor at TRU Independence Asset Management 2, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Merit Wealth Management, Morton Wealth, UCLA Extension, and AProvideC. TRU Independence Asset Management 2, LLC serves individual and institutional clients, including high-net-worth individuals, ERISA and pension plans, trusts, and businesses. The firm offers discretionary and non-discretionary investment management, standalone financial planning, pension consulting, and third-party manager selection, utilizing a blend of active and passive strategies across multiple asset classes.

Jose Vitela Jr. is a CFP® and holds a Series 66 license with 23 years of industry experience. He has worked at Silicon Beach Wealth, LLC since 2020, following roles at Vicon Capital Partners LLC dba BlueReef Capital and Core Financial Partners. Silicon Beach Wealth, LLC provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients. The firm employs a multi-method investment approach and uses borrowing and active options strategies within separately managed accounts, serving clients with customized portfolios and written financial plans.

Justin Tolton is a financial advisor at Tolton Asset Management, LLC in Los Angeles, CA, with seven years of industry experience. He holds a Series 63 designation and has a background that includes ownership and operation of a public accounting firm since 1982. Tolton Asset Management is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a non-discretionary advisory model, emphasizes diversified portfolios with a tilt toward smaller-company and value exposures, and operates an affiliated CPA practice offering tax and accounting services.

Emanuel Avina is a financial advisor with Avina Financial Group, Inc. in Bellflower, CA, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes roles at Ameriprise Financial Services and Purshe Kaplan Sterling Investments. He is also involved with Avina Insurance Services, Inc., where he serves as a general agent focusing on life insurance and fixed annuities. Avina Financial Group serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses with financial planning, portfolio management, and retirement plan consulting. The firm offers a wrap fee program and focuses on mutual funds and ETFs, providing ongoing account monitoring and participant education.

John Sheehan is a financial advisor with Astravia Family Wealth Office LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley. Outside of finance, he owns a personal training business, Delrey Solutions, based in Hermosa Beach, CA. 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 uses a comprehensive investment approach that emphasizes asset allocation and utilizes a variety of analytical methods and investment vehicles.

Derek Munchow is a CFP® and ChFC® with 23 years of experience in financial advisory. He has worked at Augustus Wealth, LLC since 2022 and previously spent 20 years at Ameriprise Financial Services, Inc. in Long Beach, CA. Augustus Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities. The firm employs a mix of fundamental, technical, quantitative, and sector analysis with multiple asset-allocation approaches, and offers specialty planning services including RSU and stock option analysis and cost segregation studies.

Jeffrey Joslin is a financial advisor at Stock Traders with 40 years of industry experience. He has been with Stock Traders since 1994 and holds a Series 63 designation. Stock Traders provides financial planning and individual portfolio management primarily to individual clients, as well as pension plans and businesses. The firm employs a non-discretionary investment approach using a combination of fundamental, technical, quantitative, and asset-allocation methods across a range of investment types.

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.