At Silicon Beach Financial, we believe in the transformative power of your wealth. We’re more than just a financial guide—we’re your dedicated partner in realizing ambitious dreams and shaping the future. Our mission is to support visionary entrepreneurs and innovators who are driven to make a significant impact on the world. Our approach is deeply rooted in collaboration and partnership. We start by understanding your unique vision and then craft a comprehensive financial plan that aligns with your goals. Whether it’s managing investments to secure both short-term needs and long-term opportunities, or navigating the complexities of tax planning to maximize your wealth, we’re here to ensure you’re always ahead of the curve. We’re passionate about empowering individuals who are not only driven by financial success but also by a desire to create meaningful change. Our values—organization, accountability, objectivity, proactivity, education, and partnership—define how we work with you. We bring order to your financial life, help you make informed decisions, and anticipate life’s transitions with proactive strategies. Founded by Christopher Stroup, a recognized LGBTQ+ leader in financial planning, Silicon Beach Financial was created specifically for those who dare to dream big and make a difference. If you’re ready to transform your financial future and leave a lasting impact, let’s partner to turn your vision into reality. With us, your wealth isn’t just about accumulation; it’s about making a difference in the world.

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.

Matthew Fee is the principal of SR99Advisors and holds a Series 65 designation. He has prior work experience at Benco Dental and Elsevier, spanning over two decades, and has operated a real estate brokerage since 1992. SR99Advisors primarily manages pooled investment vehicles and institutional assets, offering core investment management and pension consulting services. The firm’s approach is influenced by in-house real estate expertise and includes flexibility in billing, with some consulting engagements charged hourly and occasional fee reductions for community-service or pro-bono clients.

Website: https://fullcirclefinancialplanning.com/about-gina-hagen/ My experience helping family owned businesses in the beauty industry reach their goals is the foundation of knowledge I draw from to help individuals and families reach their financial goals. I am a career changer. I spent over 30 years as a CFO reviewing cash flows, tax planning, designing employee benefit plans, risk analysis and investment review. During my time working with hundreds of employees, I realized people are not making time for their financial planning and when they do they need help to make informed financial decisions. There is too much information on financial topics that people have analysis paralysis. Its not just about financial literacy its also about implementing this into their lives to be financially independent. I hold a CPA license yet still went back to school to sit for the Certified Financial Planning certificate. Holding a CFP license certifies that I want to provide clear transparent advice and have a fiduciary duty to put my client first. I do not sell any products, only objective guidance. I do not receive commissions or referral fees. I offer fee-only financial planning at a fee of $2,500, about 10 hours, or Investment management with an asset under management fee (this also comes with a financial plan) or ongoing financial planning charged quarterly. My personal hobbies include enjoying a competitive game of tennis with friends, skiing with my husband in every state, hiking in the local mountains, visiting our children and everyday walks with Lexi, our Vizsla. Website: https://fullcirclefinancialplanning.com

Gregory Toppe is a CFA® charterholder with three years of industry experience, currently serving as the sole advisor at Venado Investment Advisors LLC. His prior roles include positions at Trivant Custom Portfolio Group LLC and work with organizations in the veterinary sector, such as Companion Pet Partners and National Veterinary Associates. Venado Investment Advisors LLC offers discretionary asset management and hourly financial planning primarily to high-net-worth individuals, trusts, and estates. The firm employs a tailored investment approach combining cyclical and fundamental analysis with modern portfolio theory and manages a small client base with a focus on transparency and individualized service.

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 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goodstein Wealth Management for eight years before founding his current firm in 2024. 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 incorporating various investment strategies and offers pension consulting and qualified retirement plan services, managing approximately $74.5 million in discretionary assets across about 100 client relationships.

Sviataslau Mastouski is the sole advisor at Most Capital, an independent investment advisory firm based in Woodland Hills, CA. He holds a Series 65 designation and has six years of industry experience. Mastouski has been with Most Capital since 2019 and also has entrepreneurial experience owning commercial real estate, though he does not actively manage these properties. Most Capital provides fee-only portfolio management and investment advice primarily to individual clients, with occasional accounts for trusts and pension plans. The firm employs a quantitative, market-regime dynamic asset allocation strategy with a relative momentum factor using ETFs, managing most accounts on a non-discretionary basis requiring client approval before trades.

Shonty Spatola is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Pacific Oak Financial Planning LLC in Woodland Hills, CA. He has held roles at Pacific Oak Wealth Management LLC and Capital Tax Group Inc., and he also owns and manages Spatola & Company CPA, Inc., an accounting firm. Additionally, he is an independent real estate sales agent. Pacific Oak Financial Planning LLC provides financial planning, wealth management, portfolio management, and retirement plan consulting to individual investors and small- to mid-sized employer clients. The firm employs a core-and-satellite investment approach using diversified index ETFs and active satellites, with portfolio customization and ongoing monitoring.

Brian Dennis is a CFP® and ChFC® with 37 years of industry experience. He is the principal of Brian Dennis, CFP®, an investment management firm based in Calabasas, CA. In addition to his advisory role, he is a licensed attorney and an independent insurance agent. His firm provides asset management, financial planning, and consulting services to individuals, trusts, and estates. The investment approach focuses on fundamental analysis and a value-oriented, long-term strategy, with tailored services and regular account reviews.

Robert Glatt is the principal of Glatt and Associates, LLC, an independent advisory firm based in Moorpark, CA. He holds a Series 65 designation and has 23 years of industry experience. In addition to his advisory role, Mr. Glatt works as a business coach and provides CFO consulting services. Glatt and Associates offers discretionary investment management, financial planning, and business consulting to individuals, retirement plans, trusts, estates, and business entities. The firm serves a small client base and manages approximately $27 million in assets, combining asset-allocation strategies with fundamental, technical, and cyclical analysis, alongside insurance and CFO-style consulting services.

Scott Soohoo is a financial advisor at Altron Capital Management with seven years of industry experience. He holds a Series 65 designation and has worked as owner and manager of Zero Media Works, an e-commerce and marketing consulting company. Soohoo has been with Altron Capital Management since 2018 and also has prior experience with the Noumena Education Initiative. Altron Capital Management serves individual and institutional clients using a global value investment approach focused on high-conviction ideas identified through fundamental analysis. The firm manages discretionary portfolios with strategies that may include concentrated positions, short sales, options, and margin.

Sharon Martin is the President and owner of Profit Strategies, Inc., where she has worked as a financial advisor for 27 years. She holds Series 63 and Series 65 licenses. In addition to investment advisory services, she offers life insurance, group health and benefits, human resources consulting, and bookkeeping through her firm. Profit Strategies, Inc. provides investment management and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm combines investment advice with retirement plan consulting and business services, managing client accounts primarily on a discretionary basis and utilizing a variety of investment vehicles and outside managers when appropriate.

Peter Girolamo is a financial advisor at Retirement Wealth Center Inc with 17 years of industry experience. He holds a Series 66 designation and has worked at Bernzott Capital Advisors and his own CPA firm, Girolamo & Company, which he continues to operate alongside his advisory practice. His CPA firm provides accounting, payroll, and income tax planning services. Retirement Wealth Center Inc offers fee-only portfolio management and financial planning to individuals, estates, trusts, business entities, and corporate pension and profit-sharing plans. The firm manages publicly traded securities on a discretionary basis, tailoring investment programs through detailed policy statements and regular reviews, with a focus on longer-term holdings and a combination of fundamental, technical, and charting analysis.

Kara Buss is the owner and sole advisor at HN Buss Investing with Series 63 and Series 65 credentials and two years of industry experience. She previously worked for over a decade at Logix Federal Credit Union. Kara is in the process of consolidating her advisory services under HN Buss Investing after closing He'e Nalu Investing. HN Buss Investing serves individuals and trusts by providing discretionary investment management and tailored financial planning. The firm builds portfolios based on client-specific asset allocation and risk tolerance, focusing on diversification and risk mitigation while avoiding rapid trading.

Imee Rose Chellevold is a financial advisor at ID Asset Advisory with a Series 65 credential. She has been with ID Asset Advisory since 2026 and has prior experience with ID Asset Group, Inc. and Ms. Cellaneous Goods, LLC. ID Asset Advisory is an independent, fee-only firm serving individuals, families, trustees, businesses, and nonprofit organizations. The firm offers modular financial planning, investment consulting, portfolio management, and educational workshops, using a combination of fundamental, quantitative, and asset-allocation analysis tailored to client objectives and risk tolerance.

Michael Todd is a financial advisor at OnPoint Financial Management LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including IAMS Wealth Management, AXA Advisors, and Massachusetts Mutual Life Insurance. Outside of advising, he is involved in founding and operating a restaurant, a lounge, and a real estate investment venture. OnPoint Financial Management LLC is a single-advisor firm serving individual and high-net-worth clients with portfolio management and financial planning. The firm uses a combination of fundamental and technical analysis for discretionary and non-discretionary investment advice across various asset classes, including mutual funds, equities, fixed income, ETFs, and insurance products.

Jeffrey Becker is a financial advisor at WB Financial Services, LLC with 18 years of industry experience. He holds the PFS™ designation and Series 65 license. Becker has been with WB Financial Services since 2001 and is also associated with Winningham, Becker & Company, LLP since 1996. WB Financial Services, LLC provides financial planning and advisory services to individuals, high-net-worth clients, and trusts, focusing on personalized consultations without selling commissioned insurance or investment products. The firm operates as a referral-based adviser, connecting clients with independent investment advisors who manage portfolios, and is affiliated with a CPA firm whose principals hold CPA and personal financial specialist credentials.

Bill Nugent is the Founder of Convey Wealth Management, a financial services firm uniquely specializing in tax-smart planning for corporate executives, high-achieving entrepreneurs, and their families. Bill's 27-year career began with one of the industry's oldest and most respected wealth management firms. There, he focused on non-profit and public sector clients and drew inspiration from mission-driven professionals who dedicated their careers to caring for others. Having led hundreds of live workshops during his career, Bill is skilled at expressing complex topics in an understandable manner. He believes in customization and focuses on each client's goals to drive the investment management process. Bill is a CERTIFIED FINANCIAL PLANNER™ professional as well as an IRS Enrolled Agent. He received both his bachelor's and master's degrees from the University of Massachusetts at Amherst. In addition to providing personalized attention to his clients, he believes strongly professional mentorship and enjoys teaching financial planning at UCLA.