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.

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.

Roger Chang is a financial advisor at Rhb Capital, Inc. in Huntington Beach, CA, with 14 years of industry experience. He holds a Series 66 designation and has been with Rhb Capital since 2012. Outside of his advisory role, he also practices law as an attorney through a separate legal services business. Rhb Capital, Inc. provides investment supervisory and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a blend of fundamental, technical, charting, and cyclical analysis and uses both long- and short-term trading strategies, including options and margin transactions, to manage approximately $35 million in discretionary assets.

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.

Ronald Gable is a CFP® with 54 years of industry experience, currently affiliated with Centaurus Financial, Inc. He has held roles at multiple firms, including American Skandia, Lincoln Benefit Life, Nationwide, First Colony Life, and Transamerica Life. In addition to his advisory work, he has served as a college instructor since 2014. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions. The firm offers financial planning, investment management, access to third-party managers, and retirement-plan advisory services.

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.

Anthony Montenegro is a financial advisor with The Blackmont Group, holding Series 63 and Series 66 licenses and with 25 years of industry experience. His career includes roles at CFD Investments, D.A. Davidson & Co., and Creative Financial Designs. In addition to his advisory work, he is active as a real estate investor. The Blackmont Group is an independent, fee-only advisory firm providing investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a mix of passive and active strategies informed by modern portfolio theory and various analytical approaches, managing approximately $8.9 million across a limited client base.

Kathleen Harney is a financial advisor at Pacific Wealth Care Inc. in Yorba Linda, CA, with 26 years of industry experience. She holds a Series 66 designation and has worked at Pacific Wealth Care since 2000, following a tenure at 1st Global Capital Corp. She also operates a CPA firm, Kathleen Harney Acct Corp, providing tax returns and tax planning services. Pacific Wealth Care Inc. offers financial planning and portfolio management to individuals and families, including high-net-worth clients, with an emphasis on client-directed, non-discretionary management. The firm integrates investment advisory with accounting services through its affiliated CPA practice.

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.

Danny Seth is a financial advisor at Capital Fluency in Irvine, California, with six years of industry experience. He holds a Series 65 designation and previously worked at Pimco from 2015 to 2019 before joining Capital Fluency in 2019. Capital Fluency provides investment management and financial consulting to individuals and institutional clients, including qualified retirement plans, not-for-profit organizations, and corporate entities. The firm offers customized financial planning, ongoing portfolio management, and CIO services, combining fundamental and cyclical analysis with tactical asset allocation and risk management.

Christopher Rogers is a CFA® charterholder and financial advisor at 7 Summits Investment Management, LLC with 18 years of industry experience. He previously worked at Mercer Global Advisors Inc. and Jackson Financial Management. Mr. Rogers is also a licensed insurance agent affiliated with Enhanced Insurance Services LLC in Costa Mesa, CA, where he may recommend insurance products. 7 Summits Investment Management provides discretionary investment management and financial consulting services for pooled, institutional, and individual clients. The firm employs a core-and-satellite investment approach, utilizing passive index funds alongside active strategies and frequently allocates assets to specialist sub-advisers through a documented selection process.

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.

Bruce Graham is the principal of Graham & Co. Advisory, Inc. in Orange, California, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has led Graham & Co. Advisory since 2003 and has been involved with B.B. Graham & Company, Inc. since 1996. Outside of financial advising, Graham owns several aviation-related businesses, including aircraft management and historic WWII aircraft restoration. Graham & Co. Advisory provides personalized investment supervisory services and financial advice to individuals, trusts, estates, corporations, and small businesses, managing approximately $18.5 million across fourteen client accounts. The firm uses a discretionary portfolio management approach tailored to client objectives and risk profiles, employing a range of investment strategies including equities, fixed income, mutual funds, and options.

Gregory Wilson is a financial advisor with GL Trust, Inc. in Whittier, CA. He holds a Series 65 designation and has seven years of industry experience, including roles at Ortiz World Wealth and David Ortiz Advisors, Inc. GL Trust, Inc. provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management and asset allocation guidance across a range of asset types. The firm uses both discretionary and nondiscretionary managed accounts, employs various investment approaches, and incorporates third-party sub-advisers while maintaining standardized onboarding and ongoing suitability reviews.

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.

Robert Brooks is a financial advisor with The Financial Group in Diamond Bar, CA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with The Financial Group since 2014 and is also an independent insurance agent specializing in fixed insurance products. The Financial Group provides investment advisory services to individuals, including high-net-worth clients, pension or profit-sharing plans, and business entities, offering comprehensive asset management and financial planning. The firm uses a combination of fundamental and technical analysis to manage portfolios employing a range of securities, with discretionary management and periodic reviews tailored to client goals.

Darius Bozorgi is a financial advisor at Veros Capital Management, Inc. with 18 years of industry experience. He holds a Series 65 credential and has been involved with Veros Software since 2001. Veros Capital Management is an investment manager that has primarily served pooled vehicles and institutional mandates. The firm’s investment approach is quantitative and model-driven, utilizing proprietary automated predictive technology to construct and manage portfolios of exchange-traded funds and publicly traded equities.

Drew Ruiz is the sole advisor at Stravida Wealth LLC, holding a Series 65 designation with one year of industry experience. He co-founded Illuminent Co., a digital marketing agency, where he advises on business development. Prior to his advisory role, he also co-founded Production Properties, a property management business. Stravida Wealth LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with discretionary investment management and financial planning. The firm employs a blend of fundamental, technical, cyclical, and charting analysis within an asset-allocation framework, combining passive and active strategies.

Troy Wirth is a CFP®-designated financial advisor with 27 years of industry experience. He is the principal of Ingen Strategies, LLC, an independent firm he has led since 2019. Prior to this, he worked at Eagle Strategies and New York Life Insurance Company for over two decades. Outside of advising, he owns Syxivm, a retail business specializing in men's and women's surf and sports apparel. Ingen Strategies serves individual investors as well as business and institutional clients, providing discretionary asset management and standalone financial planning. The firm offers tailored portfolios and a range of consulting services, including retirement and estate planning, and utilizes third-party money managers alongside model portfolios and the Betterment for Advisors platform for implementation.

Dan Carney is the principal and sole advisor at Carney Portfolio Management Inc. in Costa Mesa, CA. He holds Series 63 and Series 65 designations and has 23 years of industry experience. Since 2005, he has led his independent advisory firm and also serves as Chief Investment Officer and board member of Midwest Insurance, a home insurance agency. Carney Portfolio Management, Inc. is an independent investment adviser serving individuals, high-net-worth clients, financial firms, corporate retirement plans, and charitable organizations. The firm employs a discretionary investment approach based on macroeconomic outlooks, fundamental analysis, and tailored asset allocation across equities, bonds, and cash equivalents.