Out of college, I spent a handful of years teaching high school - in New Orleans for 3 years and Spain for 1. When I left the classroom, it was important to maintain the educator's mindset in my next chapter which landed me in the financial advising space. 8 years and 2 firms later, I found my home at Upbeat Wealth where I've been fortunate enough to partner with Mike Turi. We share a strong commitment to a client-centered and in-depth planning process. And we simply love the work we get to do! While the milestones may not be unique, how you approach them will be. You’re advancing through your career, facing a liquidity event, trying to make sense of where all the dollars are going, growing your family, and upsizing your home (along with trying to find the most enjoyment in your day-to-day). A trusted partner can ensure you’re balancing today’s realities with your dreams of tomorrow. Our process integrates money and life so we have better financial conversations. Real conversations. Because life isn’t all about dollars and cents. By uncovering your values and providing education, we can help you create a decision-making framework that ensures your resources are spent purposefully through life’s most beautiful and humbling transitions.

Joseph Richard is a financial advisor at Anchor Financial Group with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NPB Financial Group, LLC. In addition to his advisory role, he is licensed as a California Life agent and engages in life and health insurance sales. Anchor Financial Group is a state-registered advisory firm offering personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses. The firm employs strategies based on fundamental analysis and broad diversification, blending passive and active investments with various alternative asset classes.

Edward Ober is a financial advisor with Balancing Life Financial Planning in Orange, CA, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has worked at Balancing Life Financial Planning since 2019 and previously spent seven years at Independent Financial Group, LLC. Additionally, he is employed as a staff accountant at Ober Financial, where he has been active for over two decades. Balancing Life Financial Planning serves individual and high-net-worth clients, offering comprehensive portfolio management and financial planning. The firm builds portfolios aligned with clients’ goals, tax considerations, and risk tolerance, often using outside managers and recommended custodians such as Buckingham Strategic Partners and Nationwide.

Jessica Henderson is a financial advisor at South Bay Financial Partners in Torrance, CA, holding a Series 65 designation with three years of industry experience. She previously worked for Pillars Community Health for five years before joining her current firm. South Bay Financial Partners serves individual clients, high-net-worth families, small businesses, trusts, and pooled income funds with 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 it offers financial coaching and education through workshops, courses, and an online platform.

Witt Mcdee is a financial advisor with Integrity Investment Portfolios LLC, holding Series 65 and Series 63 licenses and more than 31 years of industry experience. His prior work includes roles at Integrity Brokerage Services, Inc. and E-W Investments, Inc., alongside operating Witt McDee EA Tax & Business Service, Inc. since 2010. Integrity Investment Portfolios primarily serves individual clients, their families, and related trusts, offering non-discretionary portfolio management focused on public equities through a diversified analytic approach involving multiple methodologies and long-term trading strategies.

Rick Emmett is a financial advisor at InvestLinc Wealth Services with seven years of industry experience. He holds a Series 65 credential and has been associated with InvestLinc entities since 1979 in various capacities. Outside of his advisory role, Mr. Emmett manages projects and provides consulting services through MFO Resource, Inc., a management consulting and administration company. InvestLinc Wealth Services provides wealth management and portfolio management to high-net-worth individuals, families, trusts, foundations, and closely held businesses. The firm offers customized investment implementation and a range of financial planning services, employing a mix of fundamental, technical, and quantitative analysis across traditional and alternative asset classes.

David Piller is a CFA® charterholder with 27 years of industry experience. He is currently with Aegis Asset Management, Inc. in Anaheim, CA, where he has worked since 1997, including time at Western Research and Management, L.L.C. outside of Aegis. Outside of his advisory role, he is part owner and shares landlord responsibilities for a rental condominium property in El Segundo, California. Aegis Asset Management provides discretionary investment management to individuals, pension and profit-sharing plans, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes and offers investment programs tailored to client-specific factors and managed primarily on a discretionary basis.

Robert Nii is a financial advisor with Borris Nii & Company in Beverly Hills, CA, holding the PFS™ designation and 18 years of industry experience. He has worked at Greenbrier Diversified, Inc. since 2007 and has been with Borris Nii & Company since 1989. Borris Nii & Company provides business and family wealth management along with 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 integrates investment oversight with bookkeeping, tax preparation, insurance claims processing, and audit defense, acting as an outsourced family office and coordinating with third-party providers while maintaining discretionary trading authority for managed accounts.

Michael Anderson is an advisor at The L. Warner Companies, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with Four Points Capital Partners LLC, Niagara International Capital Limited, and Finestone Partners. Outside of his advisory role, he serves on the boards of the Exceptional Children's Foundation and the Small Business Council of America and is a director of the internet radio network PodClips.IO. The L. Warner Companies, Inc. provides discretionary investment management and financial planning primarily to high-net-worth individuals, trusts, estates, and pension plans, along with consulting and administration services for corporations and non-profits. The firm employs a fundamental analysis-driven investment process with diversified portfolios and integrates third-party platforms and fiduciary services.

Daniel Nandor is a CFP® professional with Eclectic Associates, Inc. in Fullerton, CA. He has been with Eclectic Associates since 2022, accumulating three years of industry experience. Prior to his advisory career, he worked at Euro Soccer Trips from 2019 to 2021. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser that provides discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team and focuses on diversified portfolios using mutual funds and ETFs, applying Modern Portfolio Theory and long-term strategies.

Bruce Traub is a CFP® professional with 26 years of industry experience, currently serving as an investment adviser representative at 724 Capital, LLC since 2023. He has also been associated with Ministry Partners Securities LLC since 2013. Outside of his advisory roles, Traub leads a Kingdom Advisors study group focused on educating financial professionals about applying biblical principles to their business. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a variety of analytic approaches and investment strategies, including discretionary account management and third-party money manager allocations, with regular portfolio monitoring and reporting.

Felton Mosley is a financial advisor at Mosley Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AE Wealth Management, LLC and Mosley Insurance and Financial Services, Inc., where he is the owner and an insurance agent. Mosley also teaches a financial planning class through the community education division at Mt. San Antonio College. Mosley Wealth Management, Inc. serves individual and high-net-worth clients as well as charitable organizations, offering discretionary and non-discretionary investment management, consulting, and participant account management for defined-contribution plans. The firm employs a top-down, macroeconomic approach to asset allocation and utilizes mutual funds, ETFs, bonds, and equities, supported by third-party analysis and quantitative risk profiling.

Olivier Cornet is a financial advisor with JSF Financial, LLC in Los Angeles, holding a Series 66 designation and 24 years of industry experience. He has been with JSF Financial and Mid Atlantic Capital Corporation since 2010. Outside of his advisory role, he is also involved in financial planning and insurance sales through his ownership and presidency of Pimicor. JSF Financial provides discretionary portfolio management, financial planning, wealth management, and retirement-plan advisory services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm manages approximately $1.73 billion in assets and employs dynamic asset allocation, model portfolios, third-party manager selection, and quantitative analysis in its investment approach.

Tobin Wills is a CFP® with 31 years of industry experience, currently serving at Optima Capital LLC. His prior roles include positions at Royal Alliance Associates, Signator Investors, and Zahorik Financial and Insurance Services. Outside of finance, he is a certified flight instructor specializing in military and tactical aviation. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm uses a range of investment strategies including ETFs, mutual funds, and model portfolios, and employs analytical methods such as modern portfolio theory and fundamental analysis.

Kevin Kurimoto is a CFP® and CFA® with 23 years of industry experience. He is a co-owner and Chief Investment Officer at K2 Financial Inc., where he has worked since 2019. His prior experience includes 11 years at Legend Equities Corporation and nine years at Lincoln Investment. Outside of his advisory role, Kurimoto serves as Treasurer and board member of the Glendora Public Library Friends Foundation, where he reviews investment recommendations for the foundation’s endowment. K2 Financial provides wealth and investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm’s investment approach is primarily long-term and tailored to each client, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party managers.

Clarissa Hartono is a CFP® professional with two years of industry experience, currently serving at Eclectic Associates, Inc. in Fullerton, CA. Her work history includes roles at Eclectic Associates since 2021 and a position at Injoy Life Resources in 2021. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser managing over $1.4 billion in client assets across an 11-advisor team. The firm provides discretionary investment management and integrated financial planning to individuals, trusts, retirement-plan participants, charities, and businesses, typically employing diversified mutual funds and ETFs within a Modern Portfolio Theory framework.

Ryan Tice is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America for four years. Outside of his advisory role, he is active in insurance sales and services through Mosley Insurance and Financial Services, Inc. Mosley Wealth Management serves individual and high-net-worth clients, as well as charitable organizations, providing investment management, consulting, and participant account management. The firm employs a top-down macroeconomic approach to asset allocation and integrates quantitative tools and third-party analysis in portfolio construction.

Leanne Drayton is a financial advisor at Wealthspring with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Deutsche Bank Securities Inc. and Commonwealth Financial Network. Drayton has been with Wealthspring and Commonwealth Financial Network since 2026. Wealthspring serves individual investors, pension plans, charitable organizations, and businesses, offering investment advisory, financial planning, retirement-plan consulting, and portfolio management. The firm employs a primarily discretionary asset-management process that integrates various analytical methods and supports ongoing financial planning for its clients.

John Bettfreund is a financial advisor at B.B. Graham & Company, Inc. with 36 years of industry experience. He has been with B.B. Graham since 2014. B.B. Graham & Company, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary asset management, and frequently utilizes third-party asset managers and sponsored wrap programs.

Emily Xing is a CFA® charterholder and holds a Series 65 license. She is currently with Dew Point Capital and has been in the financial industry for one year. Prior to this, she was the Managing Director at Calistone Capital LLC, a hedge fund general partner, where she managed fund operations. Outside of her advisory role, she holds a California real estate broker license. Dew Point Capital provides fee-based discretionary portfolio management and financial planning to individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities. The firm uses a custom, strategic allocation approach based on fundamental and cyclical analysis, offering a range of investment instruments and monitoring accounts at least annually.