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.

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.

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.

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.

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.

Percy Bolton is the principal of Percy E. Bolton Associates, Inc. in Pasadena, CA, holding CFP® and Series 63 credentials with 17 years of industry experience. He has led his independent firm since 1986. The firm is a fee-only registered investment adviser providing holistic financial planning and investment consulting to individuals, families, and non-profit sponsors of tax-exempt funds. It employs a structured seven-step planning process and uses SEI portfolio models to develop tailored investment proposals, operating on a non-discretionary basis that requires client approval for transactions.

Stephen Garrett is a financial advisor with Steve Garrett and Associates, Inc. in Glendora, CA, holding a Series 63 designation and 51 years of industry experience. He has worked with LPL Financial since 1993 and has been associated with his own firm since 1990. Outside of advisory work, he is the owner of Rainmaker Consulting Network, which provides consulting, training, and public speaking on leadership and sales board governance. Steve Garrett and Associates, Inc. provides investment management and advisory services to institutional clients, plan sponsors, family offices, charitable organizations, and businesses. The firm’s investment approach emphasizes asset allocation based on Modern Portfolio Theory and offers services including retirement plan consulting, estate and philanthropic planning, litigation support, and newsletter publication.

Jason Susdorf is a CFP® with 14 years of industry experience. He is the principal advisor at Gouda Wealth Planning, where he has worked since 2024. Prior to that, he was employed at Charles Schwab and Co., Inc. and TD Ameritrade, Inc. Jason holds a Series 63 license. Gouda Wealth Planning provides investment management and financial planning services to individuals and high-net-worth clients. The firm combines modern portfolio theory with both passive and active investments, often implementing portfolios through third-party model portfolios and Outside Managers, and supports clients in selecting and monitoring these managers.

Roberto Washington is the sole advisor at Financial International in Los Angeles, CA, with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at H.D. Vest Investment Securities, Inc. for 20 years. Outside of his advisory role, he serves as the CEO of R & R International Enterprises, Inc. and is also a church pastor. Financial International provides individual clients with portfolio management and related advisory services, combining fee-based investment management with real estate brokerage, mortgage loan origination, and insurance brokerage. The firm offers clients integrated access to investment advisory services alongside insurance and lending products, distinguishing itself by its multi-licensing and commission-capable arrangements uncommon among independent advisors.

David Murphy is the principal of Murphy Investment Advisors, Inc., an independent firm based in Pasadena, CA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. He founded Murphy Investment Advisors in 2016 and has been leading the firm since its inception. Murphy Investment Advisors provides discretionary asset management primarily to high-net-worth individuals, overseeing approximately $92 million for around 34 clients. The firm uses a fundamental analysis approach with both long- and short-term strategies tailored to client objectives, and it offers no-fee educational seminars on money-management topics.

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.

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.

Hungkwang Wu is the sole advisor at Bright Light Capital Advisor, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. The firm, founded in 2011 and based in Arcadia, CA, provides discretionary portfolio management and investment supervisory services. Bright Light Capital Advisor primarily manages pooled or institutional assets using a methodology that combines charting, fundamental, technical, and cyclical analysis. The firm employs both long- and short-term trading techniques, including short sales, margin, and options strategies.

Thomas Moreland is a financial advisor with Sherwood Oak Knoll, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Gold Coast Securities, Inc. and Moreland Capital for 17 years and spent four years at Rocky Mountain Hardware before joining Sherwood Oak Knoll in 2020. Sherwood Oak Knoll, LLC is an independent firm providing discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of analytical methods and both long-term and short-term trading strategies, focusing on a very small client base and preparing customized Investment Policy Statements for each client.

Ellis Balsam is a financial advisor at Carter & Balsam Advisers in Los Angeles, CA, with 15 years of industry experience. He holds a Series 65 designation and has been with Carter & Balsam Advisers, formerly John R Carter Corporation, since 2010. In addition to his advisory role, Balsam is president of Carter & Balsam CPAs, a certified public accounting firm. Carter & Balsam Advisers provides discretionary investment advisory and portfolio management services primarily to individuals, trusts, and corporations, managing approximately $15 million in assets. The firm employs fundamental and cyclical analysis and uses both long- and short-term trading strategies, with a focus on widely traded large companies, mutual funds, and ETFs.

Michael Martinez is a CFP® with 16 years of industry experience, currently serving as the sole advisor at LLG Wealth Management since 2017. He previously worked at Ameriprise Financial Services, Inc. for six years. Outside of financial advising, he owns and operates Document Protection Service, a document scanning and online storage business. LLG Wealth Management provides wealth management and financial planning services to individuals, trusts, charitable organizations, corporations, and other advisers. The firm uses a combination of fundamental and technical analysis alongside modern portfolio principles and offers educational seminars in addition to personalized planning.

Martin Johnson Jr. is a financial advisor at Johnson's Capital Partners Corporation with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Colorado Financial Services Corporation and Johnson's Global Advisors. Since 1989, he has also owned Johnson's Financial Group, an administrative business unrelated to financial services. Johnson’s Capital Partners Corporation provides investment management services using passive, index-based strategies to create globally diversified portfolios for a broad range of clients, including individuals, institutions, and sovereign wealth funds. The firm emphasizes non-discretionary portfolio management, rebalancing, and monitoring of third-party money managers to align with client objectives.

Jin Vieth is a financial advisor at Organik Capital LLC with four years of industry experience. He holds a Series 65 designation and has worked at Organik Capital since 2022. Outside of financial advising, Vieth is the Chief Financial Officer of V Spa LLC, a day spa business he has been involved with since 2012. Organik Capital LLC provides financial planning, investment consultation, and discretionary portfolio management to individuals, high-net-worth clients, and small businesses. The firm employs an active, valuation-oriented investment approach focused on high-quality businesses, while also utilizing passive index allocations and various hedging techniques, with customized portfolios and discretionary trading authority.