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.

Juerg Ciceri is a CFP® professional with 18 years of industry experience, operating through his firm, JC Financial Planning & Investments, LLC, since 2006. He holds a Series 63 license and serves clients from Long Beach, CA. Ciceri is also the owner and general partner of a Swiss investment holding company, Golden State Holding GmbH. JC Financial Planning & Investments provides portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm’s investment approach focuses on individualized advice, continuous account supervision, and diversified asset allocation, offering both discretionary and non-discretionary management along with flexible financial planning arrangements.

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.

Mario Nieto is a Series 65 licensed advisor at Desert Capital Management Group, Inc, with five years of industry experience. He has been with Desert Capital since 2020 and previously worked at GMI Sourcing, Inc. from 2015 to 2018. Desert Capital Management Group is a small advisory firm serving individuals and high-net-worth clients, managing approximately $5.39 million in assets across 127 client relationships. The firm provides individualized, primarily non-discretionary asset and portfolio management services across a range of public and private investments and operates under a level-fee fiduciary framework without accepting discretionary authority or proxy voting.

Ashkan Afrasiab is a financial advisor with Afrasiab Wealth Solutions, LLC and holds a Series 66 designation. He has 19 years of industry experience, including 16 years at Ameriprise Financial Services, LLC. Afrasiab also works as a licensed insurance professional, dedicating a portion of his time to insurance sales. Afrasiab Wealth Solutions, LLC provides discretionary investment management and portfolio supervision to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamental-analysis approach with an emphasis on diversified, low-cost funds and customized portfolio construction.

Cherie Putman is the principal of Putman Capital Management, Inc. in Torrance, CA, with 24 years of industry experience. She holds the CFP® and Series 66 credentials and has a background that includes roles at 1 St Global Insurance Services, 1ST Global Advisors, and maintains a CPA practice since 1995. Outside of her advisory work, she founded Women’s Wellness and Wealth, a resource and social group focused on supporting women in healthy lifestyles and financial matters. Putman Capital Management serves individual and family clients, including high-net-worth households, providing asset management and comprehensive financial life planning with a tax focus. The firm manages accounts primarily on a non-discretionary basis, emphasizing asset allocation, diversification, and academic research, and combines mutual funds, ETFs, and individual securities in its investment approach.

Patrick Whalen is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He is the principal of Whalen Financial Planning, an independent firm he founded in 2017. Prior to that, he worked at Fidelity Investment from 2012 to 2017. Whalen Financial Planning provides hourly and project-based financial planning, consultation, and investment management services primarily to individuals and trustees of personal irrevocable trusts. The firm emphasizes passive investment strategies using index mutual funds and ETFs, focusing on tax efficiency and low turnover, and primarily manages assets on a non-discretionary basis.

John Brajevic is a CFA® charterholder with 11 years of industry experience. He has worked at Amphora Capital Investors, LLC since 2022 and previously held roles at Twenty Four 7 Global Solutions, Inc., Scout Investments, Inc., and UMB Distribution Services, LLC. Outside of investment advising, he serves as managing director of Twenty Four 7 Global Solutions, a supply chain management firm. Amphora Capital Investors, LLC is an independent, state-registered adviser focusing on discretionary equity and balanced portfolio management for institutional clients and select high-net-worth individuals. The firm employs a disciplined, bottom-up investment process targeting profitable growth companies, using quantitative and qualitative research methods that incorporate valuation and intrinsic value assessments.

Jacob Lopez is the principal of JGL Advisory LLC in Venice, CA, holding a Series 65 credential with six years of industry experience including roles at ARX Management LLC and City National Bank. Prior to founding JGL Advisory, he managed court-mandated Qualified Settlement Funds and concurrently oversees fixed-income portfolios focused on short-duration, highly rated securities. JGL Advisory LLC is a newly formed investment manager that plans to provide discretionary portfolio management for individuals, small businesses, trusts, estates, and institutional clients. The firm employs a long-term, buy-and-hold strategy based on bottom-up stock selection and a combination of fundamental, technical, and macroeconomic analysis across equities, fixed income, ETFs, and mutual funds.

Jeffrey Muhle is a CFP® and CFA® with 28 years of industry experience. He is the sole advisor at Financial Planning Concepts, Inc., where he has worked since 1995. In addition to his financial advisory role, Muhle has served as a systems director leading project teams developing space systems at The Aerospace Corporation since 1987. Financial Planning Concepts, Inc. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm focuses on a limited number of higher-net-worth and institutional clients, employing a written Investment Policy Statement and asset allocation strategies based on fundamental and technical analysis.

Charley Edson founded Wealth Being Advisors with a simple yet powerful belief: true wealth isn’t just financial, it’s the alignment of your money, your health, and your purpose. As a CERTIFIED FINANCIAL PLANNER™, Charley combines deep technical expertise with a human-first approach to help busy professionals gain clarity, confidence, and calm across all areas of their financial lives. Whether it’s building a strong investment strategy, creating financial freedom through automation, or improving day-to-day decision-making, Charley’s work centers around helping clients live intentionally—on their terms. After nearly a decade in traditional wealth management, including managing over $250 million in client assets, Charley realized that most firms were missing the bigger picture. That insight led to the creation of Wealth Being Advisors: a firm that helps clients connect the dots between financial health, mental well-being, and physical vitality. With a coaching mindset and a passion for helping others grow, Charley partners with his clients to create personalized plans that align their values with their goals. Outside the office, you’ll find Charley playing hockey, spiking volleyballs on the beach, or enjoying the Southern California sun with his fiancée, Daniela. He’s deeply committed to his own growth whether through strength training, guitar, or mindfulness practices, which reflect his belief that lasting wealth is about more than numbers. It’s about showing up fully in life. At Wealth Being Advisors, that’s exactly what he helps his clients do.

Matthew Crandall is a financial advisor at Next Level Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, Mr. Crandall operates an entertainment-focused YouTube channel called Fracture, to which he devotes significant monthly time. Next Level Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and corporations. The firm emphasizes fundamental analysis and diversified equity allocations, using structured notes and derivatives to complement long-only strategies and manage risk.

Christopher Randall is a financial advisor at Axis Capital Management, LLC with five years at the firm and a total of four years of industry experience. He previously worked at Guggenheim Partners for nine years. Randall is a partner in Flat Fee Advisors LLC, an online directory for financial advisors. Axis Capital Management provides discretionary asset management, financial planning, and portfolio review services to individuals, high-net-worth clients, and trusts or estates. The firm customizes investment strategies using fundamental and technical analysis, managing accounts on a discretionary basis with a focus on asset allocation, rebalancing, and tax-loss harvesting.

Bryan Ellis is a financial advisor with Second Mountain Financial, Inc. in Redondo Beach, CA, holding a Series 65 designation and 16 years of industry experience. He has worked at Second Mountain Financial since 2010 and was previously associated with Ellis & Associates, Inc. He is also the sole shareholder and president of Second Mountain Tax & Accounting, where he provides individual and small business tax preparation and planning services. Second Mountain Financial is an independent, single-advisor registered investment adviser serving individuals, families, ERISA retirement plans, foundations, and nonprofit organizations. The firm employs a passive, index-based investment approach using diversified mutual funds and ETFs, and offers comprehensive financial planning including retirement income, education funding, and estate planning.

Donald Kaiser is the sole advisor at Investment Management in Long Beach, CA, with 14 years of industry experience. He has been with Investment Management since 2011. The firm serves as a promoter and referral source for a third-party registered money manager, working with individuals, endowments, businesses, and nonprofit organizations. It focuses on due diligence, information sharing, and facilitating introductions rather than providing direct portfolio management.

I'm Marie Thomasson, CFP®, and I built Mothered to offer financial planning for women so that money supports your human experience instead of dictating it. My clients carry a lot of labels: wife, divorcee, widow, mother, daughter, or single. At Mothered, you’re more than any of them. Whether you’re planning for the next three generations or “just” yourself, we support your needs and desires fully, without judgment, and with the care you deserve. You’ve carried the weight financially and emotionally, whether you’re in the midst of figuring out the moving parts or in a place to stop and get organized. Let Mothered share the load by caring for your finances like a mother would. Mothered keeps a small client load to give each person depth of care and attention. My job is to collaborate with you to build a framework that nurtures your financial empowerment so that your will outshines the pull of fear. My clients often bring me problems that aren’t financial, and I organize a financial gameplan to dispel the fear at the root of the issue. Mothered’s services transmute your emotional responses to money so you can use it as the tool for the life you want: a life of art and culture, hotels with robes, travel, and care for your loved ones and community. Money gets to be a resource for connection and expression as well as freedom from want and security from fear. Wild, worldly matriarchs and childless cat ladies, please apply.

Scott Bell is the sole advisor at Gross Domestic Product, Inc., an independent firm based in Playa Del Rey, CA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, having led Gross Domestic Product since 2008. Gross Domestic Product, Inc. provides discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals, family offices, trusts, estates, private foundations, and charitable organizations. The firm combines traditional investment strategies with a range of auxiliary services such as concierge support, third-party tax preparation and coaching, and access to an online estate-planning platform.

Gary Cox is a financial advisor at GTC Wealth Solutions, LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked for AssetMark Financial Holdings, Inc. and AssetMark Brokerage, LLC for 12 years, serving as Vice President of AssetMark Investment Solutions. GTC Wealth Solutions focuses on discretionary portfolio management for individuals, high-net-worth clients, trusts, and estates, emphasizing retirement-income and systematic withdrawal planning using diversified ETFs, pooled funds, and individual securities. The firm employs strategic asset allocation and glidepath analysis with a long-term, tax-aware approach and offers discretionary-only management without advising on private placements or alternative investments.

Douglas Taylor is a CFP® and PFS™ with 21 years of experience in financial advisory services. He is the sole advisor at Taylor Wealth Management, LLC, an independent firm he has operated since 2004. In addition to his advisory work, he serves as president of Taylor Tax Services, Inc., a separate tax preparation and accounting business. Taylor Wealth Management provides investment management, wealth management, and financial planning to individual and high-net-worth clients. The firm employs a strategy combining fundamental analysis, modern portfolio theory, and behavioral finance, tailoring portfolios to clients’ tax situations, risk tolerances, and goals.

Hi, I’m Larry Koeppel, founder of Digital Wealth. We work with busy tech professionals who are serious about saving and want to work toward achieving their biggest financial goals. We collaborate with our clients, and help to hold them accountable as they maximize their fullest financial potential, and live their ideal life! The name Digital Wealth has a dual meaning: First, the firm works mainly with the Digital LA community. Second, the firm utilizes leading-edge digital tools to provide a frictionless, high-level of financial planning and investment management. Digital Wealth is virtual in nature which enables us to assist in the State of California and in other jurisdictions where exempted. Although we are focused on Silicon Beach we are able to work with clients in other tech communities such as Silicon Valley, Seattle, Portland, Boulder, Denver, Salt Lake City, Austin, New York, Chicago, Washington D.C., Research Triangle, etc. Our goal is to help you start building your wealth, and improve your money habits now so that you can start building an exceptional financial future. To learn more please visit the Digital Wealth website at https://digitalwealth.la and then schedule an introductory meeting at https://calendly.com/digitalwealth. I look forward to meeting you!