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.

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.

James McKeever is the sole advisor at Jim McKeever, an independent firm based in Huntington Beach, CA. He holds the ChFC® designation along with Series 63 and 65 licenses, and has 27 years of industry experience. His career includes operating as an insurance agent licensed in life, health, and property & casualty since 1985. Jim McKeever provides comprehensive financial planning and investment advisory services primarily to individual clients and households through a wrap-fee program. The firm also offers retirement plan consulting to ERISA-covered plan sponsors and serves charitable organizations, focusing on non-discretionary investment management that emphasizes retirement accumulation and tax-efficient distribution.

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.

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.

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.

Anthony Di Liberto is a CFP® professional with 31 years of experience in the financial services industry. He is the sole advisor at Fiduciary Planners and has held roles at Pre-Paid Legal Services, Inc., Foothill Securities, Inc., Noble Wealth Management, Inc., and Fiduciary Planners Insurance. He is also the owner of JOURNEY2FREEDOM, Inc., a non-investment entity that supports his business operations. Fiduciary Planners offers financial planning, portfolio management, investment consulting, and pension consulting services primarily through non-discretionary accounts. The firm serves individuals and pension or profit-sharing plans, focusing on a collaborative Personal Wealth Management process that integrates written financial plans with portfolio oversight and periodic reviews.

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.