Website: https://fullcirclefinancialplanning.com/about-gina-hagen/ My experience helping family owned businesses in the beauty industry reach their goals is the foundation of knowledge I draw from to help individuals and families reach their financial goals. I am a career changer. I spent over 30 years as a CFO reviewing cash flows, tax planning, designing employee benefit plans, risk analysis and investment review. During my time working with hundreds of employees, I realized people are not making time for their financial planning and when they do they need help to make informed financial decisions. There is too much information on financial topics that people have analysis paralysis. Its not just about financial literacy its also about implementing this into their lives to be financially independent. I hold a CPA license yet still went back to school to sit for the Certified Financial Planning certificate. Holding a CFP license certifies that I want to provide clear transparent advice and have a fiduciary duty to put my client first. I do not sell any products, only objective guidance. I do not receive commissions or referral fees. I offer fee-only financial planning at a fee of $2,500, about 10 hours, or Investment management with an asset under management fee (this also comes with a financial plan) or ongoing financial planning charged quarterly. My personal hobbies include enjoying a competitive game of tennis with friends, skiing with my husband in every state, hiking in the local mountains, visiting our children and everyday walks with Lexi, our Vizsla. Website: https://fullcirclefinancialplanning.com

Gregory Toppe is a CFA® charterholder and holds Series 63 and Series 65 licenses, with four years of industry experience. He is the sole advisor at Venado Investment Advisors LLC, where he has worked since 2023. Prior to this, he held roles at Trivant Custom Portfolio Group LLC and has experience in the veterinary sector through positions at Companion Pet Partners and National Veterinary Associates. Venado Investment Advisors LLC offers discretionary asset management and hourly financial planning primarily to high-net-worth individuals, trusts, and estates. The firm employs a tailored investment approach combining cyclical and fundamental analysis with modern portfolio theory and maintains a very small client base with a sole-advisor structure.

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.

Albert Yeo is the principal advisor at A Yeo Capital Management LLC in Culver City, CA, holding Series 63, Series 65, and Series 66 designations with 26 years of industry experience. His prior roles include positions at BDO Private Bank, Merrill, and UBS Financial Services. A Yeo Capital Management LLC is an independent investment manager providing discretionary asset management and advisory services to retirement plans, corporations, charities, and high-net-worth individuals. The firm integrates fundamental security analysis with modern portfolio theory and offers specialized pension consulting and plan-support services.

Matthew Murawski is the principal advisor at Murawski Wealth Management in Los Angeles, CA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for eight years at Goodstein Wealth Management before founding his current firm. Murawski Wealth Management provides fee-only investment advisory and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm employs a diversified allocation approach and offers pension consulting and qualified retirement plan services, managing discretionary assets totaling approximately $74.5 million across about 100 client relationships.

Sviataslau Mastouski is the sole advisor at Most Capital, an independent investment advisory firm based in Woodland Hills, CA. He holds a Series 65 designation and has six years of industry experience. Mastouski has been with Most Capital since 2019 and also has entrepreneurial experience owning commercial real estate, though he does not actively manage these properties. Most Capital provides fee-only portfolio management and investment advice primarily to individual clients, with occasional accounts for trusts and pension plans. The firm employs a quantitative, market-regime dynamic asset allocation strategy with a relative momentum factor using ETFs, managing most accounts on a non-discretionary basis requiring client approval before trades.

Shonty Spatola is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Pacific Oak Financial Planning LLC. Prior to founding the firm, Spatola worked at Capital Tax Group Inc. and operates an accounting firm, Spatola & Company CPA, Inc., where he is owner and managing director. In addition, he works as an independent real estate agent. Pacific Oak Financial Planning LLC provides financial planning, wealth management, and retirement plan consulting to individual investors and small- to mid-sized employers. The firm employs a core-and-satellite investment approach using diversified index ETFs and active satellite management, supplemented by integration with an affiliated accounting and tax practice.

Brian Dennis is a financial advisor based in Calabasas, CA, with 37 years of industry experience. He is the principal of Brian Dennis, CFP®, an independent firm founded in 2023. Dennis holds the CFP® and ChFC® designations, and maintains concurrent professional roles as a licensed attorney, independent insurance agent, notary public, and real estate broker. His firm provides asset management, financial planning, and consulting services to individuals, trusts, and estates, emphasizing a value-oriented, long-term investment approach supplemented by tactical asset allocation. The firm offers tailored financial plans and portfolio management on a discretionary or non-discretionary basis, with various fee arrangements and disclosure of potential conflicts of interest related to the advisor’s other professional activities.

Robert Glatt is the principal of Glatt and Associates, LLC, an independent advisory firm based in Moorpark, CA. He holds a Series 65 designation and has 23 years of industry experience. In addition to his advisory role, Mr. Glatt works as a business coach and provides CFO consulting services. Glatt and Associates offers discretionary investment management, financial planning, and business consulting to individuals, retirement plans, trusts, estates, and business entities. The firm serves a small client base and manages approximately $27 million in assets, combining asset-allocation strategies with fundamental, technical, and cyclical analysis, alongside insurance and CFO-style consulting services.

Scott Soohoo is the principal of Altron Capital Management in Calabasas, CA, holding a Series 65 credential and with eight years of industry experience. He is also the owner and manager of Zero Media Works, an e-commerce and marketing consulting company. Altron Capital Management provides asset management and portfolio supervision for a mix of individual and institutional clients, employing a fundamental, global value investment approach focused on concentrated, high-conviction positions. The firm operates on a discretionary basis and utilizes an institutional custodian that supports its research and operational needs.

Sharon Martin is the President and owner of Profit Strategies, Inc., where she has worked as a financial advisor for 27 years. She holds Series 63 and Series 65 licenses. In addition to investment advisory services, she offers life insurance, group health and benefits, human resources consulting, and bookkeeping through her firm. Profit Strategies, Inc. provides investment management and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm combines investment advice with retirement plan consulting and business services, managing client accounts primarily on a discretionary basis and utilizing a variety of investment vehicles and outside managers when appropriate.

Peter Girolamo is a financial advisor at Retirement Wealth Center Inc with 17 years of industry experience. He holds a Series 66 designation and has worked at Bernzott Capital Advisors and his own CPA firm, Girolamo & Company, which he continues to operate alongside his advisory practice. His CPA firm provides accounting, payroll, and income tax planning services. Retirement Wealth Center Inc offers fee-only portfolio management and financial planning to individuals, estates, trusts, business entities, and corporate pension and profit-sharing plans. The firm manages publicly traded securities on a discretionary basis, tailoring investment programs through detailed policy statements and regular reviews, with a focus on longer-term holdings and a combination of fundamental, technical, and charting analysis.

Kara Buss is the principal advisor at HN Buss Investing with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Logix Federal Credit Union for 13 years. Buss is currently transitioning her registered investment advisory practice to HN Buss Investing after closing her prior firm, He'e Nalu Investing. HN Buss Investing serves individuals and trusts, providing discretionary investment management and customized financial planning. The firm uses client-specific asset allocation and risk tolerance to build portfolios emphasizing diversification and risk mitigation, managing all accounts on a discretionary basis.

Imee Rose Chellevold is a financial advisor at ID Asset Advisory with a Series 65 credential. She has been with ID Asset Advisory since 2026 and has prior experience with ID Asset Group, Inc. and Ms. Cellaneous Goods, LLC. ID Asset Advisory is an independent, fee-only firm serving individuals, families, trustees, businesses, and nonprofit organizations. The firm offers modular financial planning, investment consulting, portfolio management, and educational workshops, using a combination of fundamental, quantitative, and asset-allocation analysis tailored to client objectives and risk tolerance.

Michael Todd is a financial advisor at OnPoint Financial Management LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including IAMS Wealth Management, AXA Advisors, and Massachusetts Mutual Life Insurance. Outside of advising, he is involved in founding and operating a restaurant, a lounge, and a real estate investment venture. OnPoint Financial Management LLC is a single-advisor firm serving individual and high-net-worth clients with portfolio management and financial planning. The firm uses a combination of fundamental and technical analysis for discretionary and non-discretionary investment advice across various asset classes, including mutual funds, equities, fixed income, ETFs, and insurance products.

Jeffrey Becker is a financial advisor at WB Financial Services, LLC with 18 years of industry experience. He holds the PFS™ designation and Series 65 license. Becker has been with WB Financial Services since 2001 and is also associated with Winningham, Becker & Company, LLP since 1996. WB Financial Services, LLC provides financial planning and advisory services to individuals, high-net-worth clients, and trusts, focusing on personalized consultations without selling commissioned insurance or investment products. The firm operates as a referral-based adviser, connecting clients with independent investment advisors who manage portfolios, and is affiliated with a CPA firm whose principals hold CPA and personal financial specialist credentials.

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.

David Broman is a financial advisor with Broman & Greig Asset Management, LLC, holding a Series 65 designation and over 25 years of industry experience. He has been with Broman & Greig Asset Management since 1998 and has served as a corporate secretary for two non-investment-related entities, including a family trust and a technology company. Broman & Greig Asset Management provides discretionary portfolio management and financial planning for individual clients, including both high-net-worth and non-HNW households. The firm employs a primarily top-down investment approach focused on no-load mutual funds and ETFs, supplemented by individual securities and option strategies as appropriate.

Ana Blumberg Markus is the sole advisor at Beverly Hills Capital Management LLC in Beverly Hills, CA, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Beverly Hills Capital Management since 2012. Outside of financial advising, Ms. Blumberg is a sculptor and occasionally creates and sells artwork. Beverly Hills Capital Management provides discretionary and non-discretionary asset management to individuals and high-net-worth clients, managing approximately $16.9 million across around 41 client relationships. The firm’s investment approach combines fundamental and technical analysis, employing long-term, short-term, and active trading strategies tailored to client objectives.

Ira Zito is a CFP® and ChFC® with 29 years of experience in the financial industry. He currently operates Financial Peak and has previously worked at firms including SagePoint Financial, Charles Schwab, and Fidelity. In addition to his advisory work, he is a licensed insurance agent, dedicating a small portion of his time to that activity. Financial Peak provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm focuses on tailored portfolios and written financial plans, emphasizing modern portfolio theory, primarily passive management, and integrates financial planning with portfolio management through a variety of engagement arrangements.