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.

Casey Grigg is a CFA® charterholder with 21 years of industry experience and has been the principal advisor at Callidus Capital Partners LLC since 2006. He serves as a full-time, tenured finance faculty member at Los Angeles Pierce College and has also taught finance courses as an adjunct at California State University, Northridge. Callidus Capital Partners LLC provides discretionary portfolio management and investment advice to a variety of private clients, including individuals, families, trusts, and charitable organizations, typically managing accounts with a minimum of $100,000. The firm employs an individualized, long-term investment approach supplemented by fundamental and technical analysis and manages approximately $31 million in client assets as of January 2025.

Mehrdad Farhat is a financial advisor with Opes Capital Group, LLC in Beverly Hills, CA, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Opes Capital Group since 2013. Opes Capital Group provides investment advisory and financial consulting services primarily to individuals and high-net-worth clients, offering portfolio management and guidance on selecting other advisers. The firm employs a range of analytical methods including charting, fundamental, technical, and cyclical analysis, focusing on diversification and utilizing instruments such as equity index options, commodities, REITs, and insurance products.

Chia Ying Lin is a financial advisor with American Vision Advisors LLC in San Gabriel, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She previously worked at Golden Foundation Advisors, LLC from 2014 to 2017. American Vision Advisors LLC serves a small, diverse client base including individual investors and various institutional clients, providing investment advisory and portfolio management services. The firm combines traditional advisory services with broker-like and real estate consulting activities through related entities and employs asset-based fees.

Fred Liu is a CFA® charterholder and Series 65 licensee with 12 years at Hayden Capital and 5 years of industry experience. He is based in Los Angeles, CA, and has worked exclusively with Hayden Capital since 2014. Hayden Capital is an independent, state-registered investment adviser offering discretionary portfolio management to a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pooled investment vehicles, and certain institutional and non-U.S. investors. The firm employs a fundamental, long-term investment approach with concentrated portfolios and also manages a Delaware private fund for non-U.S. investors.

Matthew Ahart is the founder and sole advisor at Archer Row Advisory, an independent firm based in Encino, CA. He holds a Series 65 designation and has eight years of industry experience, including prior work at Transom Consulting Group LLC. Outside of his advisory role, he serves as Managing Partner of Archer Row Financial LLC, providing management consulting to financial institutions, and as an Executive Vice President at Bank of Hawaii Corporation, supporting risk management and regulatory projects. Archer Row Advisory offers discretionary investment management and financial planning services to individuals, trusts, estates, and small businesses. The firm emphasizes diversified, low-cost passive investments with tactical flexibility and provides specialized strategies including alternative investments and hedging using futures and options. Its client structure supports individualized portfolio management and often involves co-investing alongside clients.

Thomas Donnelly is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He is the sole advisor at Donnelly Investments, an independent registered investment adviser, where he has worked since 2022. Prior to founding his firm, he held roles at Gerber Kawasaki Wealth & Investment Management, AdvicePeriod, LLC, and Calamus Financial Planning. Donnelly Investments serves primarily high-net-worth individuals and related trusts, applying a selective acceptance process with a minimum relationship size of $1,000,000. The firm employs a time-horizon-based asset allocation strategy across fixed income, equity index, and concentrated equity growth portfolios, using fundamental analysis and a buy-and-hold approach. It also incorporates unique features such as client borrowing arrangements and a thematic focus on technological change.

Donna Chaney is the principal of Chaney Financial Services, Inc. in Pasadena, CA, holding the PFS™ designation and Series 66 license, with 22 years of industry experience. She has led her independent firm since 2007. Chaney Financial Services provides fee-only investment advisory and financial planning services to individuals, trusts, families, and closely held businesses. The firm emphasizes a fiduciary approach with a primarily non-discretionary investment process based on modern portfolio theory, using low-cost mutual funds and index-tracking ETFs, and offers educational seminars and workshops on financial literacy, entrepreneurship, and small business.

Guofeng Xu is the principal advisor at FengCapital LLC, holding a Series 65 designation with 11 years of industry experience. He has worked at PasacaCapital Inc., a family office where he serves as Head of Research, as well as at Mullan Pharmaceutical Inc. and Innova Medical Group. Xu dedicates a significant portion of his time to evaluating investment projects for PasacaCapital Inc. FengCapital LLC provides portfolio management services primarily to individual and high-net-worth clients, focusing on value investments in the healthcare sector. The firm uses a combination of fundamental and technical analysis with long-term equity trading and options strategies, managing client assets internally with regular account reviews.

David Kim is a financial advisor at M3 Asset Management, Inc. in Pasadena, CA, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has led M3 Asset Management since 2014. In addition to his advisory role, he is a licensed insurance agent. M3 Asset Management provides investment advisory and portfolio management services to individuals, institutions, trusts, estates, retirement plans, and charitable organizations. The firm manages portfolios primarily on a non-discretionary basis, emphasizing broad asset allocation, diversification, and regular client consultation through a sponsored wrap fee program.

Gary Tickel is the sole advisor at Inplay Global Advisors in San Marino, CA, holding Series 63 and Series 65 licenses with 36 years of industry experience. His prior roles include positions at Futu Wealth Advisors, Moomoo Financial Inc, and SharesPost Financial Corporation among others. Outside his advisory work, he is the founder of Data Collider Technology LLC, a data center colocation startup, and is involved in several nonprofit organizations focused on community support. Inplay Global Advisors provides investment advice and portfolio management to individuals, high-net-worth clients, corporations, and specified real estate entities. The firm offers non-discretionary advice using a combination of charting, fundamental, technical, and cyclical analysis and structures engagements around project scopes rather than ongoing custodial management.

Martin Rosenzveig is the principal of Martin W. Rosenzveig & Co., LLC, an independent firm based in Beverly Hills, CA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes positions at National Planning Corporation and LPL Financial, as well as founding a previous iteration of his firm. His firm provides wealth management, discretionary and non-discretionary investment management, financial planning, and retirement-account advice to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages approximately $22.7 million for a small client base and uses a long-term, asset-allocation focused approach supported by fundamental, technical, cyclical, and charting analysis. It also offers ERISA fiduciary services and pension consulting, including investment policy statement design and participant education under a 3(21)-style advisory framework.

Allan Von Halle is the sole advisor at Von Halle, Allan, an independent firm based in Sherman Oaks, CA. He holds a Series 65 designation and has six years of industry experience. Prior to founding his firm, he worked at Etonien and Robert Half. In addition to his advisory role, he provides accounting consulting services to businesses, focusing on financial statements, tax accounting, and related areas. Von Halle, Allan offers combined financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes individualized planning and a research-driven approach to managing equity and fixed income investments, primarily on a non-discretionary basis.

Carl Large is the sole advisor at Carl W. Large, An Accountancy Corporation in North Hollywood, CA. He holds a Series 65 designation and has four years of industry experience. Carl has been associated with his firm since 1991 and also has a long-standing affiliation with MCA/Universal dating back to 1980. The firm operates as an accountancy corporation offering investment supervisory services, financial planning, tax preparation, and periodic investment research. It serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, employing a strategic asset allocation approach that combines passive index funds and ETFs with selective active management.

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.

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 the president of BFF Wealth Management, Inc. in Glendale, CA, with 32 years of industry experience. He holds the Series 63 designation and has previously worked at Centaurus Financial, Inc. and LPL Financial, LLC. Outside of his advisory role, he is a co-owner of a tax planning and preparation firm, directs participant education for a fiduciary administration company, and performs standup comedy. BFF Wealth Management, Inc. provides fee-based financial planning, consulting, and educational workshops to individuals and institutions such as entertainers, athletes, pension plans, foundations, and businesses. The firm produces comprehensive written plans based on detailed interviews and analyses and does not manage or monitor investment accounts or accept custody of client assets.

Scott Shlecter is a financial advisor at Pasadena Private Wealth, LLC with 21 years of industry experience. He holds a Series 65 designation and has been principal of Shlecter Wealth Management, LLC since 2013, where he provides financial consulting. Pasadena Private Wealth serves high-net-worth individuals, families, trusts, pension plans, and various business entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs a model-driven investment approach emphasizing fundamental analysis and long-term portfolio construction, and manages over $1.2 billion in assets across multiple offices.

We provide financial planning to physicians in their 30s to 40s. We will provide you genuine and professional advice, without the stuffy suit and Wall Street jargon. We understand the unique situations that physicians face, such as: (1) feeling overwhelmed catching up on life experiences, saving for the future, and paying off debt. (2) wanting to reduce the enormous taxes you pay. (3) feeling "sandwiched" between supporting your children and parents. We make complex financial issues easily digestible so that you fully understand the choices you have. We seek to listen before I speak so your needs and concerns are heard. When you reach out to us, we aim to respond within 24 hours, and we can meet you on the weekends so that you don't have to sneak out of work.

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.