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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.