Adam Klein is the sole advisor at ABK Management LLC, an independent firm based in Encino, CA. He holds a Series 65 designation and has 11 years of experience, including a two-year tenure at Brentwood School prior to founding his current firm. ABK Management provides tailored portfolio management and financial planning services primarily to individual clients and families. The firm employs an active, two-step investment approach focused on asset allocation informed by macroeconomic and client-specific factors, combined with fundamental security selection, and typically manages accounts on a discretionary basis.

Nirav Desai is the sole advisor at Qubera Wealth Management, an independent registered investment adviser based in Pasadena, CA. He holds a Series 65 designation and has 13 years of industry experience, including prior work at Conversant / ADS Inc. Outside of his advisory role, Desai manages a small portfolio of investment properties in Indiana and California. Qubera Wealth Management serves individuals, high-net-worth clients, retirement plans, investment companies, and corporate clients. The firm focuses on strategic asset allocation using Modern Portfolio Theory, primarily employing low-cost index funds and selected individual securities, with global diversification and ongoing portfolio monitoring.

Anuraag Shah is the sole advisor at Tusker Capital, LLC, holding a Series 65 designation with 14 years of industry experience. He has been with Tusker Capital since 2010. Tusker Capital primarily advises pooled investment vehicles and institutional-style managed accounts, also providing investment advice to high-net-worth individuals. The firm employs a flexible, opportunistic long/short and relative-value approach focused on global equity and commodity markets, utilizing fundamental research and a combination of exchange-traded and over-the-counter instruments.

Pablo Sagion is a financial advisor at Mangrove Advisors, LLC in Santa Monica, CA, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at Goldman Sachs and Bank of America, among others. Mangrove Advisors provides personalized financial planning and wealth management to individuals, families, and business owners, focusing on a combination of fundamental analysis, passive indexing, and modern portfolio theory. The firm operates on a non-discretionary basis with regular portfolio reviews and offers both managed accounts and standalone planning or consulting services.

Nicholas Arellano is a CFP® with 19 years of industry experience, currently serving as Managing Partner and CEO of YLP Financial, LLC. He also leads Your Legacy Partners, LLC, which provides M&A advisory and valuation services to privately owned businesses, and Kospow Partners, which facilitates co-investments in private equity deals for family offices. His prior experience includes roles at DeVoe & Company and Shoreline Growth Partners. YLP Financial, LLC offers portfolio management and investment policy development primarily for individual and high-net-worth clients. The firm employs a blended investment approach that includes fundamental analysis, modern portfolio theory, and options trading, focusing on a range of securities including equities, fixed income, ETFs, and private placements.

Dirk Huybrechts is a financial advisor at HFM Advisors in Los Angeles, CA, with 14 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses and has operated HFM Advisors as a sole proprietorship since 1999. Outside his advisory role, he oversees property management for family-owned multi-family properties. HFM Advisors is a solo registered investment adviser providing financial planning, consulting, and discretionary portfolio management to individuals, trusts, business entities, and charitable organizations. The firm employs an asset-allocation approach based on Modern Portfolio Theory, emphasizing downside protection and primarily managing diversified portfolios with mutual funds, individual securities, and ETFs.

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Tayeb Ayat is a financial advisor with Fenul Wealth Management LLC in Los Angeles, CA, holding a Series 65 designation and five years of industry experience. He is also the Chief Investment Officer and principal of Fenul Capital Investment LP, a private pooled investment company. Prior to founding Fenul Wealth Management, he has worked at California Resources Corporation since 2013. Fenul Wealth Management is an independent, fee-based advisory firm serving private individuals, high-net-worth clients, trusts, and organizational clients such as small businesses and non-profits. The firm employs a combination of fundamental and technical analysis, quantitative asset allocation, and active trading strategies to manage portfolios across various asset classes and offers comprehensive financial planning and institutional-type cash management services.

Leigh Crawford is the sole advisor at Crawford Capital, LLC, an independent registered investment adviser based in Los Angeles, CA. He holds a Series 65 designation and has 11 years of industry experience. Crawford has managed his firm since 2009. Crawford Capital provides discretionary portfolio management primarily to high-net-worth individuals and their personal trusts, as well as select endowments and foundations. The firm employs two directional, long-short equity strategies focused on publicly traded equities, using microeconomic and fundamental research to identify high-conviction investment ideas.

Gary Hughes is the principal advisor at Hughes Wealth Management Incorporated in Hermosa Beach, CA. He holds Series 63 and Series 66 designations and has 33 years of industry experience. Prior to founding his firm in 2022, he worked at Concorde Asset Management, LLC and Concorde Investment Services, LLC for nine years. In addition to his advisory work, he is a licensed independent insurance agent. Hughes Wealth Management provides portfolio management, financial planning, pension consulting, and access to alternative investments and private placements for individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of fundamental, technical, and economic analysis to implement investment strategies and may engage sub-advisers, managing accounts mostly on a non-discretionary basis.

Juan Salazar is a financial advisor at Fiducia Wealth Management in Pasadena, CA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for 10 years. Salazar also owns an insurance agency offering life, health, disability, long-term care, fixed annuities, and property and casualty insurance. Fiducia Wealth Management serves individual investors, high-net-worth clients, small businesses, and retirement plans with discretionary portfolio management and comprehensive financial planning. The firm combines Modern Portfolio Theory and fundamental analysis to build diversified portfolios and employs options strategies in some accounts.

Bruno Calisto Miranda is the sole advisor at BMCM Finance in Glendale, CA, holding a Series 65 designation with four years of industry experience. He previously worked at First Quadrant LP for eleven years before founding BMCM Finance in 2021. In addition to investment management, he provides tax advice and preparation services as an enrolled agent, dedicating significant time to both areas. BMCM Finance offers discretionary investment management to individuals, trusts, institutions, and pension plans, combining this with tax preparation services. The firm’s investment approach focuses on capturing long-term risk premiums using derivatives and risk-management techniques, and it is registered as both an SEC/state investment advisor and a commodity trading advisor.

John Nuckel is the sole advisor at John Nuckel LLC in Hermosa Beach, CA, holding Series 63 and Series 65 credentials with 25 years of industry experience. Prior to founding his firm in 2020, he spent nine years at Coastal Investment Advisors and Coastal Equities, Inc. John Nuckel LLC provides discretionary portfolio management primarily to high-net-worth individuals, tailoring portfolios around insurance products, equities, and ETFs. The firm combines modern portfolio theory with charting, fundamental and technical analysis to implement long-term trading and model allocations based on documented risk tolerance.

Toan Tran is a financial advisor at 10 West Advisors, Inc. in Los Angeles, CA, holding a Series 65 designation and bringing eight years of industry experience. He has been with 10 West Advisors since 2017. 10 West Advisors provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, non-profit organizations, and business entities. The firm employs a bottom-up, value-oriented investment approach focused on niche, less-liquid opportunities such as small and distressed situations, managing portfolios on a discretionary basis with position-level risk controls.

Albert Yeo is the principal of A Yeo Capital Management LLC, an independent investment management firm in Culver City, CA. He holds the Series 65, Series 63, and Series 66 licenses and has 26 years of industry experience. Prior to founding his firm in 2025, Yeo worked at BDO Private Bank for seven years and Merrill for eleven years. A Yeo Capital Management LLC provides discretionary asset management and advisory services to employer-sponsored retirement plans, corporations, charities, and high-net-worth individuals. The firm employs a combination of fundamental security analysis and modern portfolio theory to manage portfolios across multiple asset classes and offers pension consulting and plan-support services, including ERISA-focused guidance and educational meetings for plan committees and participants.

Matthew Murawski is the principal advisor at Murawski Wealth Management in Los Angeles, CA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for eight years at Goodstein Wealth Management before founding his current firm. Murawski Wealth Management provides fee-only investment advisory and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm employs a diversified allocation approach and offers pension consulting and qualified retirement plan services, managing discretionary assets totaling approximately $74.5 million across about 100 client relationships.

Kenny Jung is a CFP® professional at FinZ Advisors, LLC with one year of industry experience. He has worked as an independent life insurance agent since 2010 and owns FinZ Insurance Agency, dedicating a portion of his time to this business during market hours. FinZ Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and employee benefit plan services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and businesses. The firm employs a passive, Modern Portfolio Theory–based investment approach and offers both advisory and planning services, including pension consulting and group educational seminars.

Stephen Lamm is a financial advisor with Zen Trading LLC in Los Angeles, CA, holding a Series 65 designation and eight years of industry experience. He has been affiliated with Zen Trading since 2018 and has been self-employed since 1997. Zen Trading provides discretionary portfolio management and ongoing asset supervision primarily to high-net-worth individuals, employing a combination of technical, fundamental, and charting analysis. The firm manages a small client base with tailored investment strategies that include long- and short-term positions, options, short sales, and margin transactions.

David Pedersen is a financial advisor at Hermosa Advisors with six years of industry experience. He holds a Series 65 designation and has worked at Hermosa Advisors since 2019. Prior to that, he was self-employed and also worked at Guess Inc. Pedersen serves as a part-time adjunct instructor at the University of California, Los Angeles Extension. Hermosa Advisors is a small, independent advisory firm that provides customized financial planning and advisory services to individuals, high-net-worth clients, and small businesses. The firm emphasizes modular financial plans and consultative advice, focusing on diversified portfolios built with ETFs and mutual funds using Modern Portfolio Theory.

Robert Celman is a financial advisor at Trade Therapy, LLC in Los Angeles, CA. He holds a Series 65 designation and has been active in the financial industry since 2024. Prior to founding Trade Therapy, he worked at Yva.ai and was self-employed for over two decades. Trade Therapy, LLC offers discretionary and non-discretionary portfolio management primarily to individuals and high-net-worth clients, also serving charitable and religious organizations, trusts, and estates on a case-by-case basis. The firm’s investment strategy focuses on technical analysis and typically uses exchange-listed equities and ETFs, with periodic rebalancing and tactical adjustments based on market conditions. Trade Therapy also publishes an educational research publication called Clarity, which is provided free to advisory clients.