Arpi Vardanyan is a CFP® with 20 years of industry experience, serving as the sole advisor at Jones Wealth Advisors, LLC. She has a background in law, operating the Law Offices of Arpi Vardanyan since 2018, with a focus on trusts, estates, probate, and elder law. Additionally, she maintains affiliations with various insurance agencies. Jones Wealth Advisors primarily serves individual clients, as well as corporations and retirement plans, offering discretionary portfolio management, financial planning, and investment consulting. The firm employs a modern portfolio theory approach emphasizing broad diversification with passive funds and bonds, with documented investment policies and regular account reviews.

Richard Ponce Sr. is a financial advisor with Stone & Newhouse Wealth Advisory in Los Angeles, CA, holding Series 63, 65, and 66 registrations and over 20 years of industry experience. His prior roles include positions at Crown Capital Securities, LP and Centaurus Financial, Inc. Outside of advisory work, he serves as president of an accounting and tax services firm, where he prepares taxes and manages bookkeeping. Stone & Newhouse Wealth Advisory is an independent, single-advisor firm providing financial planning and consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm delivers written financial plans based on client information and utilizes fundamental, technical, and cyclical analysis, focusing on non-discretionary strategies without managing client assets directly.

Fai Liao is a CFP® and Series 65-registered financial advisor with four years of industry experience. He is the sole advisor at Raymond Liao Investment Advisor and has operated multiple related businesses, including a tax and accounting firm where he is the sole shareholder, as well as licensed roles as a life and health insurance agent, real estate agent, and mortgage loan originator. Raymond Liao Investment Advisor is a California-registered firm providing customized investment advisory and financial planning services primarily to individuals and high-net-worth clients. The firm employs a Modern Portfolio Theory-based approach combined with tactical asset allocation, managing accounts on a non-discretionary basis and utilizing both fundamental and technical analysis across a range of asset classes.

Bradford Creger is a financial advisor with BFF Wealth Management, Inc. in Glendale, CA, holding a Series 63 license and bringing 32 years of industry experience. His prior roles include positions at Centaurus Financial, Inc. and LPL Financial, LLC. Outside of advisory services, he is involved in authoring financial content and performs stand-up comedy. BFF Wealth Management provides point-in-time investment advisory consultations, financial planning, and educational workshops to institutional and select high-net-worth clients. The firm focuses on written analyses and suitability assessments rather than ongoing portfolio management, employing fundamental, technical, quantitative, and qualitative analysis methods.

Jarvis Reeves is a financial advisor at Clarity Financial with six years of industry experience. He holds a Series 65 designation and has previously worked at Significant Wealth Partners Inc. and Change Path LLC. In addition to his advisory work, Reeves is president of Taylor & Associates, where he conducts seminars and advises on life and annuity insurance products. Clarity Financial is an independent registered investment adviser that offers complimentary financial planning, third-party manager recommendations, and ERISA 3(21) retirement plan advisory services to individuals, trusts, estates, and business entities. The firm refers client assets to third-party managers and focuses on non-discretionary management, serving as a liaison to monitor performance and assist with plan administration.

David Ward is a CFA® charterholder with 20 years of industry experience. He is the principal of Brookside Strategy and Consulting, an independent advisory firm based in Burbank, CA. Prior to founding Brookside Studios LLC, he held roles at several firms including US Trust / Bank of America U.S. Trust Private Bank and Lincoln Financial Advisors. Outside of his advisory work, he serves as a coordinator and instructor for the CFA Society of Los Angeles and is involved with local community organizations such as the YMCA of the Foothills and Verdugo Hills Council of the Boy Scouts of America. Brookside Strategy and Consulting serves a select group of individual clients, business owners, and institutional entities, providing discretionary asset management along with ongoing financial planning and business consulting services. The firm constructs individualized portfolios using a combination of fundamental, technical, cyclical, and sector analysis and places particular emphasis on business-owner succession and exit planning.

Paul Fritch is the principal and sole advisor at Paul Edward Fritch CPA, an independent firm. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 12 years at WBB Securities, LLC. He is also a licensed Certified Public Accountant in California, providing accounting, tax advisory, and management services alongside his advisory work. The firm offers portfolio management and financial planning primarily for individual and high-net-worth clients, using a combination of cyclical analysis and modern portfolio theory. It focuses on mutual funds, equities, fixed income, ETFs, and annuities, with advice tailored through Investment Policy Statements and ongoing quarterly reviews.

Barry Boscoe is a CFP® with 19 years of industry experience, affiliated with Brighton Advisory Group in Encino, CA. He has worked at CIBC World Markets Corp. since 1996 and has been involved with Boscoe Insurance Services, Inc. since 1976. Brighton Advisory Group serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning across multiple areas including business planning, education funding, retirement, insurance, estate and tax planning, and investment planning. The firm focuses on preparing written financial plans and periodic reviews rather than discretionary portfolio management, and integrates insurance product sales as a significant part of its practice.

Angelo Talebi is a financial advisor with Beverly Hills Financial Planners, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with his current firm since 2012. Outside of advising, Talebi owns Angelus Media Group, a documentary film production company, and hosts weekly radio and TV shows focusing on market commentary and financial planning topics. Beverly Hills Financial Planners serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with financial planning, consulting, and investment advice. The firm provides written financial plans and ongoing advisory services without custody or discretionary trading authority, and it also offers insurance products through licensed agents.

Kevin Sheldahl is a CFP® professional with 23 years of experience in the financial advisory industry. He founded and has operated Appian Way Financial LLC since 2013. He is also licensed as an insurance agent, dedicating up to 10% of his time to insurance-related activities with unaffiliated carriers. Appian Way Financial provides financial planning, retirement and tax planning, business consulting, and investment consultation for individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental and technical analysis, utilizing active asset management, core-and-satellite allocations, and value investing strategies, with portfolios typically including diversified, tax-aware allocations across various investment vehicles.

Adam Soroko is the sole advisor at Mertz Capital, an independent registered investment adviser based in Studio City, California. He holds a Series 66 designation and has 11 years of industry experience, including prior roles at Wells Fargo Clearing and Morgan Stanley Private Bank. Outside of investment advising, he is also licensed as an independent insurance agent. Mertz Capital serves individuals and high-net-worth clients, providing investment advisory and managed account services along with financial planning consulting such as risk assessment and estate planning. The firm offers both discretionary and non-discretionary management, tailoring strategies to client objectives, time horizon, and risk tolerance.

Troy Peterson is a financial advisor at Pgp Wealth Services, LLC in Burbank, CA, holding CFP® and ChFC® designations with 16 years of industry experience. He has worked as an independent contractor for 13 years and has been with Pgp Wealth Services since 2009. PGP Wealth Services is an SEC-registered independent advisory firm serving individuals, small businesses, charities, trusts, and estates. The firm provides discretionary asset management, financial planning, and educational seminars, developing client-specific investment strategies using a combination of fundamental, technical, charting, and cyclical analysis.

Earl Jordan Yaokasin is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has been the sole advisor at Wealtharch Investment Services, LLC since 2014. Wealtharch Investment Services, LLC advises individuals, charities, and corporate entities, offering financial planning, portfolio and wealth management, and a subscription research service for self-directed investors. The firm employs a value-driven, fundamental analysis approach focused on intrinsic value and long-term holdings in U.S. equities, with portfolios tailored to clients’ objectives and risk tolerance.

Joseph Lora is a CFA® charterholder with 22 years of industry experience, currently serving as the sole advisor at Fig Tree Capital in Pasadena, CA. Prior to founding Fig Tree Capital in 2017, he worked at Merrill for seven years. Fig Tree Capital provides fee-based financial planning, investment management, and educational seminars primarily for individual and high-net-worth clients. The firm employs tailored investment strategies documented in policy statements and utilizes a range of approaches including discretionary portfolio management and option strategies.

Peter Criswell is a financial advisor with Kellogg Wealth Advisors, Inc. in Studio City, CA. He holds the ChFC® designation and Series 63 and 66 licenses, with 18 years of industry experience. Criswell has been with Kellogg Wealth Advisors since 2007, where he serves as Principal and CEO. He is also involved in the sale of fixed insurance products. Kellogg Wealth Advisors, Inc. is a state-registered investment adviser that provides portfolio management and introductions to third-party investment managers for individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm typically recommends or introduces clients to third-party discretionary managers and model portfolios, using both fundamental and technical analysis to favor long-term purchase strategies implemented through mutual funds, ETFs, and platform model portfolios.

Michael Rodriguez is a CFP® professional at Equanimity Wealth with two years of advisory experience. He previously worked at South Bay Financial Partners and US Bank and has a background that includes roles outside the financial industry. Equanimity Wealth is a fee-only independent firm serving individual clients, including high-net-worth households and business owners, with comprehensive financial planning and a variety of engagement options. The firm emphasizes client-driven advice and favors passive investment strategies without discretionary portfolio management or percentage-of-assets fees.

I was originally born in Toronto, Canada and my family moved to Los Angeles in 2009 during the recession. Within the first year of our move, my parents let my sister and I know that we might have to move back due to financial troubles. Fortunately we were able to make things work, but that sparked my interest in personal finance and I began learning about budgeting and investing. I was able to get my Bachelor's degree from CSUN in 2018 and have been working in the financial services industry for about 7 years. My experience ranges from helping young professionals who are just starting out on their journey to those who have put their work in and are looking to enjoy their retirement. I am a CFP professional as well as a notary public. In my spare time, I enjoy reading, being active and spending time with friends & family. I have always enjoyed playing sports, especially winter sports such as hockey and skiing (Would I be a true Canadian if I didn’t?) Even though I have lived in Los Angeles for over 15 years, my sports loyalty still lies with my teams in Toronto, and I hope to see the Maple Leafs win a Stanley Cup in my lifetime the same way I got to watch the Raptors win their first NBA championship back in 2019.

Carlota Venegas is a CFP® and holds a Series 66 license with 16 years of industry experience. She has worked at Clifford Swan Investment Counsel and Ameriprise Financial Services before founding Raven Wealth Advisors in 2026. Raven Wealth Advisors is a fee-only registered advisor providing investment management and financial planning services to individuals, corporations, and businesses. The firm offers specialized divorce financial planning and educational seminars, managing portfolios through a mix of fundamental, technical, and cyclical analysis with both discretionary and non-discretionary arrangements.

Aaron Shuchatowitz is the principal of Shucha Wealth Management LLC in Sherman Oaks, CA, holding a Series 65 credential with four years of industry experience. He co-founded Blue & White Finance, a financial education business where he spends part of his time teaching and creating educational content. Prior to his current roles, he was involved with DJ Properties, Ulpan La-Inyan, and 12Tribe Films. Shucha Wealth Management serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm emphasizes long-term investing guided by modern portfolio theory, with tailored asset allocation and ongoing portfolio monitoring.

Edwin Choi is the sole advisor at Mariposa Capital Management, LLC, an independent advisory firm based in Pasadena, CA. He holds a Series 63 designation and has 16 years of industry experience. Since 2014, he has also served as CEO of Capitect, Inc., a company that provides online software and automated portfolio management services to wealth management firms. Mariposa Capital Management offers discretionary asset management and investment planning for individuals, including high-net-worth clients, as well as corporations and business entities. The firm employs an evidence-based, goal-oriented investment approach focused on long-term outcomes, diversification, and tax efficiency, primarily utilizing passive index funds and ETFs.