Thomas Smith is a CFP® professional with two years of experience at Vita Wealth Advisors, LLC and over a decade of prior experience at The Northern Trust Company. He is based in Manhattan Beach, CA. Vita Wealth Advisors offers wealth management and investment services to high-net-worth individuals and various family-related entities, employing discretionary portfolio management that incorporates factor investing and quantitative methods. The firm operates as a small, two-person team providing both traditional and specialty services, including divorce financial analysis and formal written wealth plans.

Xi Zhang is a financial advisor at Aligne Wealth Advisors Investment Management (AWAIM) in Los Angeles, CA, holding a Series 66 designation with two years of industry experience. Prior to joining AWAIM, Zhang worked at LPL Financial for three years and has diverse experience including roles outside finance such as with M.A.D Dance & Music. Aligne Wealth Advisors Investment Management manages approximately $224 million for around 200 clients, including individuals, trusts, business entities, charitable organizations, and retirement plans. The firm employs a discretionary investment approach based on proprietary global macroeconomic research, utilizing model portfolios primarily composed of mutual funds and ETFs.

Edward Berry is a financial advisor at GreenShields Capital LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GreenShields Capital since 2017. Prior to that, he spent a decade at Questar Asset Management and Questar Capital Corporation. Berry is also the president and founder of Youth Awakening Ministries, a nonprofit organization. GreenShields Capital serves individual and high-net-worth clients as well as employer-sponsored retirement plans, managing approximately $177 million across about 140 accounts. The firm employs a discretionary investment approach guided by customized Investment Policy Statements, using mutual funds, ETFs, equities, and TIPS based on a blend of fundamental, quantitative, technical, and cyclical analysis.

Mark Choate is a financial advisor at Malaga Cove Capital, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Malaga Cove Capital since 2008. Prior to that, he was retired starting in 2007. Malaga Cove Capital provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm focuses on capital growth using a primarily equity-based, long-term buy-and-hold strategy supplemented by active management and periodic rebalancing.

Donald Hance Jr. is a CFP® with 11 years of industry experience, currently serving at Glenmore Financial, Inc and its branded practice, LifeSighted. He has worked at Lifesighted since 2017 and was previously with Navigoe, LLC from 2014 to 2018. At Navigoe, he was involved in creating and communicating financial planning strategies for clients. Glenmore Financial is a fee-only advisory firm that serves individuals and families, with a focus on young professionals through LifeSighted. The firm offers comprehensive financial planning and investment management, emphasizing tax-aware strategies and low-cost investment options such as index mutual funds and ETFs.

Jerry Madrid is a CFP® professional with 23 years of industry experience, currently serving at Madrid Retirement Advisors in Manhattan Beach, CA. He has worked at LPL Financial LLC since 2009 and founded Madrid Financial Services in 2015. Outside of advisory services, he is president of Full Circle Media, a non-investment-related business. Madrid Retirement Advisors provides portfolio management and investment advice primarily to high net worth individuals through a wrap-fee asset management program. The firm offers tailored investment strategies using a combination of fundamental, technical, cyclical, and charting analyses, and manages accounts on both discretionary and non-discretionary bases.

Darin Guthrie is a financial advisor at Opus Private Wealth Group, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Fidelity Investments, TD Ameritrade, Ameriprise, New England Securities, and Equitable Advisors. Opus Private Wealth Group provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers individualized portfolio management through a wrap fee program and employs a range of strategies, including fundamental, technical, and cyclical analysis, with an emphasis on tax-efficient asset location and opportunistic rebalancing.

Pat Wang is a financial advisor at Shearwater Capital with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with TD Waterhouse Investor Services Inc since 1999. Shearwater Capital serves individuals, families, high-net-worth clients, qualified retirement plans, and trusts by providing investment management, comprehensive financial planning, and investment supervisory services. The firm employs a scientific, long-term investment strategy emphasizing global diversification, tax efficiency, and low-cost passive funds, primarily utilizing Dimensional Fund Advisors’ products.

Alfred Walsh IV is a CFA® charterholder and holds a Series 63 license, with one year of industry experience. He has worked at Malaga Cove Capital, LLC since 2024 and previously spent a year with Fidelity Investments. Malaga Cove Capital, LLC provides discretionary investment management and retirement-plan investment services to individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $311 million across about 218 client relationships, focusing on equity-oriented portfolios combined with fixed income and other instruments for diversification, and offers ERISA 3(38) investment management services.

Adam Shipley is a financial advisor at NorthWoods Financial Partners LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Perch Capital, LLC and National Asset Management. Shipley is also active as a registered representative at Emerson Equity LLC. NorthWoods Financial Partners LLC, founded in 2024, provides discretionary and non-discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services primarily to individual clients. The firm’s investment programs are tailored to clients’ goals, time horizons, and risk tolerances, and employ a variety of analytical strategies with portfolios managed on either a discretionary or non-discretionary basis.

Veronika Lysyanska is a financial advisor at Dishmi Capital, LLC with nine years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, TD Ameritrade, Caerus Investment Advisors, and Rillhurst Capital. Dishmi Capital provides discretionary investment management and advisory services to individuals, trusts, business entities, and employer-sponsored retirement plans. The firm combines a wrap-fee portfolio program with pension consulting and institutional portfolio management, employing a range of investment strategies tailored to client objectives and risk tolerances.

Cynthia Aragon is a financial advisor with Brentview Investment Management, LLC, holding Series 63, 65, and 66 designations and 19 years of industry experience. She has worked at several firms, including Cavu Securities LLC and Altegris Investments. Outside of her advisory role, she operates her own law practice, providing compliance consulting and legal advice to investment companies and corporate clients. Brentview Investment Management serves high-net-worth individuals and institutional clients, offering discretionary portfolio management with a focus on dividend growth strategies across U.S. and international markets. The firm is employee-owned, certified as a Minority Business Enterprise, and participates extensively as a sub-advisor in various wrap and managed account platforms.

South Bay Financial Partners was founded by Tara Unverzagt in 2014. Tara’s interest in financial planning was sparked at a young age as she watched her mother become a financial planner in the 1960s, a time before the development of the financial planning career. Now, with over 30 years of experience in financial planning, investment advice, and tax preparation, Tara is more dedicated than ever to walking with clients through their life's journey, navigating financial decisions at various stages along the way. Her clients range from young adults just embarking on their careers to business owners to couples going through post-retirement transitions to multi-generations of families. Much like her mother, Tara is a visionary within her industry, fueled by her active involvement in the Financial Therapy Association (FTA). The FTA places a strong emphasis on recognizing, addressing, and working through the emotional factors that intertwine with money, like fear, shame, and anxiety, which frequently impede individuals from making optimal financial choices. In 2019, Tara received her CFT-I in Financial Therapy and now utilizes those skills in every client interaction. Since founding South Bay Financial Partners, Tara has grown her team to now have three other planners who bring their own areas of expertise and extensive experience to the table. This collective knowledge ensures that clients receive a well-rounded approach to their financial planning needs. Tara and her team firmly believe that your finances should support your life, and not the other way around. You deserve to have a life plan that is unique to you and your dreams. A plan that helps you live by your values without shame, fear, or anxiety. Your budget should tell your story. “We believe it’s your day-to-day decisions that make the difference in achieving financial success.” – South Bay Financial Partners team Overall, South Bay Financial Partners offers a comprehensive range of financial planning tools and services for anyone with any budget, with a focus on supporting clients in their day-to-day decisions, aligning their finances with their life goals, and addressing the emotional aspects of money decisions to create a fulfilling financial journey. Tara and her team provide investment advice and management, tax preparation and planning, cash flow (aka budgeting), estate planning support, charitable giving, generational wealth transfer, career development, insurance/company benefits review, and student loan and debt management, with financial therapy tools woven in everything they do. Learn more about Tara, the rest of the team, and their services by visiting southbayfinancialpartners.com

Mary Kusnic is a financial advisor at Victus Capital Wealth with 27 years of industry experience. She has held her current role since 2012 and holds Series 63 and Series 65 licenses. Kusnic serves on the Board of Directors for the Century City Chamber of Commerce, a nonprofit organization. Victus Capital Wealth provides portfolio management and retirement plan consulting to individual and high-net-worth clients, trusts, pension plans, and business entities. The firm uses a blend of fundamental, technical, and cyclical analysis in its investment approach, combining long-term and trading strategies with options, margin, short sales, and private equity allocations when appropriate.

Laura Robayo is a CFP® professional with six years of industry experience, currently serving at Silver Oak Wealth Advisors Services, LLC since 2018. Her prior work includes roles at Save-On Insurance Service Inc and running a daycare business, Bubbles N Colors. Silver Oak Wealth Advisors Services, LLC provides integrated wealth management, financial planning, investment management, and consulting to individuals, high-net-worth families, trusts, charitable organizations, and businesses. The firm employs a Family CFO process with both passive and active investment strategies, focusing on clients undergoing significant financial transitions and incorporating behavioral and psychological considerations in its approach.

Michael O'Brien is a Chartered Financial Analyst (CFA®) with 17 years of industry experience. He has served as a financial advisor at O'Brien Investment Management, LLC since 2016. O'Brien Investment Management provides discretionary investment management to individuals, trusts, estates, charities, businesses, and retirement plan participants, managing approximately $225–$275 million in assets across about 165 client relationships. The firm focuses on portfolios of publicly traded equities, fixed income, mutual funds, and ETFs with a typical holding horizon of more than one year and offers management of held-away retirement accounts through a third-party platform.

David Zuckerman is a CFP®-certified financial advisor with 22 years of industry experience, currently serving at Zuckerman Capital Management, LLC since 2008. He is licensed as an independent insurance agent in California and occasionally writes fixed insurance policies, though this activity comprises less than 5% of his work hours. Zuckerman Capital Management serves individual investors—including high-net-worth clients—along with trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a diversified investment approach blending modern portfolio theory with established investment principles, utilizing actively managed mutual funds and ETFs on an institutional platform with access to specialized third-party managers.

Shang Chou is a financial advisor at Dishmi Capital, LLC with 7 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Goldman Sachs & Co. LLC, JPMorgan securities LLC, and Simplify Asset Management. Dishmi Capital provides discretionary investment management and advisory services to individuals, trusts, business entities, and employer-sponsored retirement plans. The firm offers a wrap-fee portfolio program, retirement plan consulting, and access to third-party money managers, employing a variety of strategies tailored to client objectives and risk tolerances.

Jessica Vargas is a financial advisor at Dishmi Capital, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Empress Investment Group, Kinetic Agency, and Hottop Precision Mould. Dishmi Capital provides discretionary investment management and advisory services to individuals, trusts, business entities, and employer-sponsored retirement plans. The firm combines a sponsored wrap-fee portfolio program with retirement plan consulting and institutional portfolio management, applying Modern Portfolio Theory and a broad range of investment strategies tailored to client objectives and risk tolerances.

Gillian Goldman is a financial advisor at Stonebridge Capital Management Inc. She holds a Series 65 designation and has been in the industry since 2012, with prior experience at Harold Davidson & Associates from 2016 to 2023. Stonebridge Capital Management provides fee-based investment supervisory services to individuals, families, and institutions, offering customized portfolio management and specialized investment strategies. The firm employs a bottom-up, fundamental analysis approach and assigns a senior portfolio manager to each client for ongoing oversight.