Brooke Boyd is a financial advisor with MDRN Wealth, LLC in Venice, CA, holding Series 65 and Series 66 licenses and five years of industry experience. Prior to joining MDRN Wealth, she worked at firms including Apollo Global Securities, Athene Securities, and The Vanguard Group. MDRN Wealth is an independent registered investment adviser serving individuals and high-net-worth clients with portfolio management, financial planning, and estate-planning services. The firm integrates fintech solutions to manage held-away retirement and education accounts and employs diversified investment strategies that include fundamental analysis, third-party models, and a mix of equity and derivative instruments.

Marilyn Cohen is a financial advisor at Envision Capital Management Inc in Los Angeles, CA, holding a Series 63 designation with 31 years of industry experience. She has been with Envision Capital Management since 1995. Envision Capital Management provides discretionary portfolio management exclusively for high-net-worth individual clients, managing approximately $334 million across 226 accounts. The firm’s investment approach emphasizes fixed-income and other marketable securities, combining fundamental and technical analysis to develop individualized policies with a focus on longer-term holdings.

Lawrence Russell is the principal advisor at Lawrence Russell and Company in Pasadena, CA, holding a Series 65 designation with 21 years of industry experience. Since founding the firm in 2004, he has also developed and licensed the VeriPlan lifetime financial planning software and authored financial articles and ebooks available online. His work extends beyond advisory services into financial education through digital content and software development. Lawrence Russell and Company offers fee-only financial and investment planning services primarily to individuals and families who are not high-net-worth clients. The firm focuses on lifetime financial planning and investment strategies utilizing low-cost, diversified, passive funds, emphasizing client education and self-implementation without taking custody of assets.

Joseph Malhas is a financial advisor at Private Financial Counseling in Los Angeles, CA, with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including NinePointTwo Capital, Freeman Spogli & Co., Merrill, BOFA Securities, Ares Management, and UCLA. He is the founder and principal of NinePointTwo Capital, an SEC-registered investment adviser. Private Financial Counseling provides discretionary wealth and portfolio management primarily to individuals and high-net-worth families, offering customized investment strategies across various asset classes. The firm’s approach integrates quantitative models with fundamental and third-party research, managing portfolios with a medium- to long-term focus and incorporating a diverse set of investment tools tailored to client objectives.

Channing Lushbough is a financial advisor at Round Hill Asset Management Inc with 26 years of industry experience. He holds a Series 65 credential and has been with Round Hill since 1986. Round Hill Asset Management provides discretionary portfolio management to individuals, trusts, pension plans, and a private fund, overseeing approximately $273 million in client assets. The firm employs a value-oriented investment approach focused on intrinsic value and margin of safety, primarily investing in undervalued stocks while using bonds and opportunistic strategies such as options and arbitrage.

Brian Thomas is a financial advisor at AG Asset Advisory, LLC in Los Angeles, CA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with AG Asset Advisory since 2012. AG Asset Advisory provides discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth clients, pension plans, trusts, and other entities. The firm employs a combination of fundamental, technical, and charting analysis, may use options strategies, and manages approximately $409 million for a small client base.

Amir Navab is a financial advisor at Great Gable Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Morgan Stanley Private Bank, RBC Capital Markets, and City National Bank. Outside of financial services, he serves on the Finance/Audit Committee of Valley Community Healthcare, a nonprofit providing free healthcare to low-income families. Great Gable Wealth Management offers discretionary portfolio management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm manages balanced portfolios focused on capital appreciation through a combination of equity and fixed-income investments, employing value-based metrics and competitive advantage assessments.

Doron Kochavi is a financial advisor at Carnegie Wealth Management LLC with 44 years of industry experience. He holds a Series 63 designation and previously worked at Western International Securities, Inc. for nine years. Outside of advising, he is involved in non-investment activities including roles as a member and co-general partner in Individual Public Storage and ownership interests in rental property entities. Carnegie Wealth Management is a state-registered advisory firm serving individual and high-net-worth clients with customized asset and portfolio management. The firm manages client accounts primarily on a non-discretionary basis, using a combination of fundamental, technical, quantitative, and sector analyses across equity and fixed-income strategies.

Adam Scott is a CFP® and holds a Series 66 license with 16 years of experience in financial advising. He has worked at WellAcre Wealth Management LLC since 2020, following a decade at Westside Investment Management, LLC and concurrent experience with LPL Financial LLC from 2009 to 2020. WellAcre Global Wealth Advisors serves individual clients, trusts, retirement plans, and businesses, managing approximately $101 million across about 82 accounts. The firm offers a broad range of services including asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, employing multiple analysis techniques and investment strategies tailored to client objectives.

Amy Marshall is a financial advisor at S&F Investment Advisors with four years of industry experience and holds a Series 65 designation. She has been with S&F Investment Advisors since 1988. Outside of her advisory role, she operates a bookkeeping service unrelated to investments. S&F Investment Advisors provides discretionary portfolio management to individual and high-net-worth clients, pension plans, and business entities through model portfolios, separately managed accounts, and income strategies. The firm employs fundamental and technical analysis, event-driven strategies involving listed options, and offers performance-based fees for certain accounts.

Aaron Munoz is a CFP® with 13 years of experience in the financial services industry. He has been with Cerda Munoz Advisors, Inc. and Cerda Wealth Management since 2013. In addition to his advisory role, he prepares individual income tax returns for clients. Cerda Munoz Advisors, Inc. provides portfolio management and financial planning services to individuals, trusts, and business entities, combining investment management with in-house tax preparation, accounting, and licensed insurance product implementation.

Stephen Stroup is a financial advisor with Onward Advisors LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at firms including Wedbush & Co., Ameriprise Financial Services, and Qapital LLC. He also serves in supervisory roles related to regulatory compliance at Onward Advisors and Qapital. Onward Advisors LLC provides discretionary asset management primarily for institutional and pooled-vehicle clients, along with financial planning and consulting services. The firm’s investment approach incorporates client objectives, risk tolerance, and tax considerations, employing a wide range of instruments and emphasizing fiduciary disclosure.

Zachary Shrier is a financial advisor with Shrier Wealth Management, LLC in Los Angeles, holding a Series 66 designation and 22 years of industry experience. He previously worked at LPL Financial for 22 years before joining his current firm in 2025. Outside of advisory services, he is a licensed insurance agent. Shrier Wealth Management serves individuals, trusts, nonprofit organizations, pension and profit-sharing plans, and corporate clients with asset management, financial planning, and retirement consulting. The firm employs a multi-method investment approach and actively manages donor-advised fund assets alongside a broader range of advisory services beyond typical wealth management.

Andi Kim is a CFA® charterholder with 20 years of industry experience, currently serving as Chief Investment Officer at Positive Delta Asset Management LLC and a partner at AK Financial Holdings since 2011. Prior to this, Kim has been involved with Gb Positivedelta Asset Management since 2005 and Think Wealth, LLC since 2020. Outside of Positive Delta, Kim dedicates significant time to AK Financial Holdings, a CFTC-registered commodity pool operator. Positive Delta Asset Management LLC provides separately managed accounts to individual and institutional clients, managing approximately $28.8 million across about 69 accounts. The firm offers a Global Alpha multi-asset ETF portfolio and customized management strategies, employing quantitative models and risk monitoring to manage diversified exposures.

Roger Fox is the sole advisor at S&F Investment Advisors in Encino, CA, with 33 years of industry experience. He has worked at S&F Investment Advisors since 1995 and previously operated Fox Accountancy from 1984 to 2021. S&F Investment Advisors provides discretionary portfolio management to individual and high-net-worth clients, pension plans, and business entities through model portfolios, separately managed accounts, and income strategies. The firm employs fundamental and technical analysis and event-driven strategies incorporating listed options, margin, and short sales alongside traditional asset allocations.

Kyongjin Lee is a financial advisor at Mainstream Capital Management with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Raymond James Financial Services. Outside of advising, he serves as a general partner in a retail shoe business and is a major in the United States Army National Guard. Mainstream Capital Management provides financial planning and discretionary portfolio management to individual and corporate clients, including high-net-worth households. The firm employs fundamental security analysis and tactical asset allocation, utilizing a range of investment strategies such as leveraged ETFs and a long/short absolute-return program.

Alfred Mcintosh is a CFP® and Series 63 licensed advisor with 21 years of industry experience. He has been with McIntosh Capital Advisors, Inc. since 1996. McIntosh Capital Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, corporations, and small businesses. The firm uses a primarily passive investment approach with ETFs and no-load mutual funds, complemented by selected active securities, managing approximately $45.3 million in assets across about 90 client relationships.

Kaine Nicholas is a financial advisor with Shifting the Culture Wealth Partners LLC, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Merrill Lynch and Prudential, among others. Outside of advising, he teaches financial literacy to youth through the nonprofit Wall Street Wizards Academy and is involved in sales of photovoltaic technology and life insurance. Shifting the Culture Wealth Partners is a fee-only firm offering comprehensive financial planning and investment management primarily for individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a primarily passive, asset-class investment approach combined with fundamental and technical analysis, implementing portfolios through third-party Sub-Advisors and the Altruist platform.

Larry Yu is an investment advisor at Castle Group Investment Counsel, Inc. with eight years of industry experience. He holds Series 63 and Series 65 designations and has prior roles at Fortune Securities, Inc. and Evergreen Realty & Associates. Outside of his advisory work, he owns Feather Insurance & Financial Services, which sells fixed life, annuity, health, and property and casualty insurance. Castle Group Investment Counsel, Inc. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm combines fundamental and technical analysis with client risk profiling to tailor portfolios and accepts discretionary authority to manage client accounts accordingly.

Melanie Tanaka is a CFP® professional with 35 years of experience in financial advising, currently serving at Legacy Financial Group in Torrance, CA. She has worked at Legacy Financial Group since 2001 and held positions at SagePoint Financial and OSAIC. Outside her advisory role, she is involved in selling life and long-term care insurance and provides notary services. Legacy Financial Group offers financial planning, asset allocation, and portfolio management to individuals, trusts, estates, and other entities. The firm employs a model-based investment approach grounded in Modern Portfolio Theory, utilizing third-party platforms and acting as a wrap fee program sponsor across multiple programs.